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armasuisse
DEFENCE TECHNOLOGY:
Offsets, Procurement and Delivery
SMi Offsets Conference 2011
February 7th and 8th, Sofia, Bulgaria
Per Magnus Larsson, Attorney-at-Law
Senior Legal Advisor & Offset Manager
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armasuisse
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
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armasuisse
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
armasuisse is a group within the Federal Department of
Defence, Civil Protection and Sport (DDPS) of the Swiss
federal Administration and as such reporting directly to
the Head of Department (Minister of the MoD):
• armasuisse
• Federal Office of Topography – swisstopo
• Federal Office of Defence Procurement
• Central Services
• Legal Affairs, Transport and Customs
• Legal Affairs and Offsets
• Offset Office Bern
General BasisOffset Organization within armasuisse
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armasuisse
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Per Magnus Larsson
Die neue Schweizer Offset-Policy 2010
armasuisse is the federal competence center for:
• Procurement of technologically complex systems and
materials
• Defence technology and quality assurance
• Real Estate DDPS
• Geographical reference data of Switzerland
With its services, armasuisse aims at optimum customer
satisfaction, both within the federal administration and
externally. armasuisse provides its services on time,
independently, efficiently and based on economic
principles.
General BasisCompetence in procurement and technology
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Per Magnus Larsson
Die neue Schweizer Offset-Policy 2010
Armament procurements in Switzerland are governed by
the following basic decrees:
• Principles of the Federal Council regarding the
Armament Policy of the DDPS (30 June 2010)
• Procurement strategy of the Federal Council for the
DDPS (31 March 2010)
• Industrial Participations Strategy (31 March 2010)
• Offset Policy of the National Armament Director
(15 December 2009, updated 1 July 2010)
General Basis Armament Policy
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
Objective is a sustained and effective generation of
volume of business and know-how and/or technology
transfer in favour of Swiss industry relevant and
indispensable to security, armament and national
defence, i.e. to develop further economic relations to
other countries, in particular to generate additional
contract and export volumes, and promoting the
international competitiveness of Swiss industrial
enterprises. Offsets in Switzerland produce a high
economic benefit and contribute to the maintenance of
its high-tech industrial base, and to the preservation of
attractive jobs.
General BasisOffset Policy as a part of the armament policy
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
They are primarily defined as transactions which are
directly connected to the respective defence
procurements. The main focus is on aspects of security
and armament policy. Direct offsets take place in the
form of full or licensed manufacture, subcontractor
relationships, joint ventures, and other forms of
cooperation. Direct offsets are realized to create
capacities or know-how contributing to maximum
autonomous maintenance, quality maintenance and
upgrading of a system, and to the growth of the armed
forces and of core capabilities of security and defence
relevant industries.
Definition of Swiss OffsetDirect Offsets
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
They are not directly connected to the respective
defence procurement and are primarily related to
industrial contracts, offset-relevant financing activities,
technology transfers, investments, marketing/sales
support etc. Indirect offsets can be divided into:
• indirect offsets relevant to security and
armament policy and
• civilian industrial indirect offsets
Therefore weighting of the different participation
alternatives always has to take into account security
and armament political considerations.
Definition of Swiss OffsetIndirect Offsets
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
In Switzerland indirect offsets are realized if they open
up new markets to competitive Swiss industry, give
access to advanced technologies, ensure the
preservation and/or development of additional know-
how, and lead to additional contract and export
volumes, and, above all, to additional turnover.
With direct and indirect offsets 100 % of the contract
value have to be compensated, indirect offsets
supplementing direct offsets accordingly. armasuisse
reserves the right to establish directives in view of the
accomplishment of defence related indirect offsets.
Definition of Swiss OffsetIndirect Offsets (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
Reference Frame for Swiss OffsetThe Offset Management Model
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Per Magnus Larsson
Die neue Schweizer Offset-Policy 2010
Reference Frame for Swiss Offset The Offset Process
The handling of offset transactions in Switzerland can
be broken down into five phases. For better
understanding the procurement process is shown in the
graphic chart below:
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Strengthening of the imperative industrial
potential for the defence and security of
Switzerland:
• Relevant security and armament part of Swiss
industry as well as research institutes shall be
developed with a focus.
• Necessary to ensure Switzerland’s autonomy
regarding maintenance and upgrades of its
defence systems
• In times of crisis and conflicts a decisive element
of the Swiss defence effort
Strategic Goals of Swiss OffsetProcurement
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Preservation of existing and acquisition of
additional know-how:
• Co-operation with foreign companies must be
focused on the future.
• Preservation of existing and acquisition of
additional know-how strengthens Switzerland as
location for research, development and industry.
• Additional jobs generated on long term basis
• Swiss industry keeps its competitiveness and may
even develop new products or upgrades for the
defence market.
Strategic Goals of Swiss OffsetProcurement (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Access to technologies at state-of-art and
beyond:
• Through mainly direct Offsets (Swiss sub-
contractors for purchased defence products)
access to foreign defence technologies for use,
service, maintain, overhaul and repair the
products
• Additional spin-offs for Swiss defence industry
supporting the Swiss defence effort and leading
to new developments/products for the defence
market
Strategic Goals of Swiss OffsetTechnology
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Verification and quality matters:
• Additional know-how and technology transfers
lead to state-of-the-art knowledge within
procurement organization and its related Swiss
industrial partners (e.g. RUAG).
• Ensures verification processes during
development of defence products.
• Enables armasuisse to master quality tests on
complex defence systems.
• Enables armasuisse to determine and argue
eventual warranty cases.
Strategic Goals of Swiss OffsetDelivery
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
Security-Relevant Technology and
Industry Base (STIB)
Security-Relevant
Technology & Industry Base (STIB)
Armament policy
Genera
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Pro
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y
Colour code: General conditions underwayin force
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Goals of Swiss Armament Policy:
• Long-term provision
• Access to critical know-how
• International armament co-operation
• R&D only selective, production of defence equipment in
Switzerland
• Differentiated technology level, clearly prioritized
• Competence networks in support of armament
procedure
• Maintenance, quality maintenance, upgrade as
autonomously as possible by Swiss industry base
Security-Relevant Technology and
Industry Base (STIB) (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Goals of Swiss Procurement Strategy:
• Starting point: armed forces requirements
• Principle of competitiveness and economic efficiency
• Objective justification of exceptions
• Observation during the entire life cycle
• Securing interoperability
• Capability of integration into existing systems
• Distinction between initial & subsequential procurement
• Typification of goods to be procured
• Preservation of Technology and Swiss Industry Base
• Systematic controlling for better transparency
Security-Relevant Technology and
Industry Base (STIB) (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Goals of Swiss Industrial Co-operation Strategy:
• Principle: 100 % compensation in Switzerland for major
procurements abroad
• Strengthen competitiveness of Swiss industry
• Make possible access to high technology
• Acquire additional know-how
• Open access to foreign markets
• Differentiated compensation value to be recognized
• Creation of a competence center within administration
• Operate the Offset Office Bern
• More active information and control policy
Security-Relevant Technology and
Industry Base (STIB) (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Goals of STIB:
• Preserve scientific and technical core
competences considered important within
framework of procurement and co-operations
• definition of the target status by the DDPS and a
survey of the actual situation in the market
• Possibility of systematic promotion of security-
relevant technology and industry base through
procurements, co-operations, industrial
participations, research projects
Security-Relevant Technology and
Industry Base (STIB) (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Winnings and advantages of STIB:
• Common categorization of technologies and skills: specific classification leads to common language for military planners, procuring authorities, domestic companies, foreign prime contractors
• Current technology overview: All contribute to identification of companies and research institutions, also helps finding partners for specific projects
• Better coordination and controlling: Through market segmentation information on current offset transactions, procurements or research projects more systematically distributed and preparable
Security-Relevant Technology and
Industry Base (STIB) (continued)
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Web survey covers three main topics:
Security-Relevant Technology and
Industry Base (STIB) (continued)
References
Company
profile
Technologies
Contact address &
point of contact
industry
size & founding year
Categorisation and
evaluation of own
capabilities and
skills
Important reference
projects, awards,
major contracts etc.
during the past five
years
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
Security-Relevant Technology and
Industry Base (STIB) (continued)Address
Address: Aaa Ltd.
Ruhrmattstrasse 153
3000 Bern
Tel.: +41 31 123 45 67
Fax: +41 31 123 45 68
Internet: ww.123.ch
E-Mail: [email protected]
POC: Max Mustermann
Tel.: +41 31 123 45 69
E-Mail: [email protected]
Company data
• Founding year: 1980
• Corporate structure: AG
• Industry: Electronic & electrotechnical
industry
• Staff:
Technologies
• 2005: Development of a new generation of sonar
sensors
• 2007: "Innovation award": award for the sonar sensors at
the International Submarine
Fair, Abu Dhabi
• 2009: Major contract: Integration into BAE Supply Chain
for Vanguard Submarines
1 –9 10 -49 50 -249 250+
X
Technology / skill Managea-
bility
Use in end
product …
Acoustic sensors –
active
production sonar
Acoustic sensors –
passive
production sonar
Acoustic
signatures
Basic
research
Coating of outer
cover – being
planned
References
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armasuisse
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• General Basis
• Definition of Swiss Offset
• Reference Frame for Swiss Offset
• Strategic Goals of Swiss Offset
• Security-Relevant Technology and
Industry Base (STIB)
• Conclusions
Agenda
29
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armasuisse
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
• Access to multilateral information- and co-
operation networks
• Early identification of armament relevant von
developments
• Participation at research and development
programs of EVA-member states
• Know-how networking / cost sharing
• Participation of Swiss industry market access/
preservation of know-how and competitiveness
ConclusionsOffsets, co-operations, technology share
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Per Magnus Larsson
DEFENCE TECHNOLOGY: Offsets, Procurement, Delivery
For further information on the Swiss Armament and
Offset Policy please consult:
www.armasuisse.ch “Industrial Participation”
* * * * *
Thank you for your interest!
Any questions?
ConclusionInformation and Questions