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Felix Zimmermann, BITKOM e.V. Templates and Ready Texts for Wording in Official Tenders Brussels, 03.12.2014

Templates and Ready Texts for Wording in Official Tenders

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Page 1: Templates and Ready Texts for Wording in Official Tenders

Felix Zimmermann, BITKOM e.V.

Templates and Ready Texts for Wording in Official Tenders

Brussels, 03.12.2014

Page 2: Templates and Ready Texts for Wording in Official Tenders

Content

2

1. Introduction

2. Guideline Family for ICT Public Procurement

3. Additional Terms of Contract for ICT Procurement (EVB-IT)

4. CSR Bidder Declaration Template for ICT Procurement

Page 3: Templates and Ready Texts for Wording in Official Tenders

1. Introduction

Page 4: Templates and Ready Texts for Wording in Official Tenders

BITKOM = Federal Association for Information Technology, Telecommunications and New Media

2.200+ companies in the digital sector (global players, 1.000 SMEs, 200 SU)

1.400 direct members generate 140 billion EUR domestic turnover per year

Hard- and Software technologies, ICT and internet services

Departments e.g. mobile, security, software, start ups, innovation, … and Department of Public Procurement and Public Procurement Law

Communication channel between ICT industry, politics and administration (procurer)

4

BITKOM and Public Procurement of ICT

Page 5: Templates and Ready Texts for Wording in Official Tenders

Procuring ICT occurs often

Approx. 30.000 procurers in Germany (BDI 2005), every administration needs ICT products and services

Turnover of approx. 20 billion EUR / year in ICT procurements in Germany

Procuring ICT is complex and needs time

Taking care about legal aspects in the contract and during the procurement process

Need of deep technical knowledge for specifications

Procuring of ICT is challenging

Competition: Every specification part can narrow the range of potential products

Law suit: Product neutrality is an often discussed aspect in law cases

5

The Starting Point

Page 6: Templates and Ready Texts for Wording in Official Tenders

6

The Instruments: Practice-oriented Texts and Forms

Tender Documents to be published by the Procurer

Technical Specifications

>>

Guideline Family

Contract

>>

EVB-IT Forms

>>

CSR Form

Page 7: Templates and Ready Texts for Wording in Official Tenders

2. Guideline Family for ICT Public Procurement

Page 8: Templates and Ready Texts for Wording in Official Tenders

Standardised texts “ready for use“

Guidelines proposing product-neutral technical and environmental criteria for buying ICT products

Procurers can find a set of product-neutral criteria suitable for their needs

Competition between products in different product categories of standard office situations, e.g.

Desktop PC: A- Class (Standard), B-Class (Performance)

Notebook: A-Class (Standard), B-Class (Performance), C-Class (Ultra portable)

Printers: Working Place Printers, Group Printers, Department Printers

8

The Mission

Page 9: Templates and Ready Texts for Wording in Official Tenders

Desktop Notebook Server Thin Client Printer MFP Monitor

Product Neutrality

Environmental Criteria

Legal Aspects

Guideline Family for ICT Public Procurement

9

Desktop Notebook Server Thin Client Printer MFP Monitor

Page 10: Templates and Ready Texts for Wording in Official Tenders

BITKOM

Procurement Agency of the Federal Ministry of the Interior (BMI)

Procurement Office of the Federal Armed Forces (BAAINBw)

Procurement Office of the Federal Employment Agency (Bundesarbeitsagentur)

Federal Environment Agency

More information and download of the Guidelines: http://www.itk-beschaffung.de

10

Involved Parties

Page 11: Templates and Ready Texts for Wording in Official Tenders

2. Additional Terms of Contract for ICT Procurement (EVB-IT)

Page 12: Templates and Ready Texts for Wording in Official Tenders

Standardised contract rules

Adapted to new technologies and legal developments

Terms of contract supported by both, the ICT industry and Public Procurers

12

The Mission

Page 13: Templates and Ready Texts for Wording in Official Tenders

EVB-IT Kauf > Hardware purchasing

EVB-IT Instandhaltung > Hardware maintenance

EVB-IT Erstellung > Individual software programming

EVB-IT Pflege S > Standard software maintenance

EVB-IT Überlassung A > Standard software purchasing

EVB-IT Überlassung B > Standard software renting

EVB-IT Dienstleistung > Service (simple)

EVB-IT System > System building (complex)

EVB-IT Systemlieferung > System building and delivery (complex)

EVB-IT Service > Service (complex)

13

Current EVB-IT contract templates

Page 14: Templates and Ready Texts for Wording in Official Tenders

14

Basic vs. System EVB-IT contract templates

value Basic EVB-IT

Contracts

System EVB-IT

Contracts Value 3

Value 2

Value 1

Complex products • EVB-IT System building • EVB-IT System delivery • EVB-IT Service (complex)

Simple product • EVB-IT Hardware purchasing • EVB-IT Service (simple) • EVB-IT Software purchasing • …

Different types of liability!

Page 15: Templates and Ready Texts for Wording in Official Tenders

Two documents per EVB-IT contract template

15

Page 16: Templates and Ready Texts for Wording in Official Tenders

Federal Ministry of the Interior (BMI)

Planning board for IT (IT-Planungsrat > Federal and Regional authorities)

BITKOM

More information and download: http://www.cio.bund.de

16

Involved Parties

Page 17: Templates and Ready Texts for Wording in Official Tenders

3. Corporate Social Responsibility (CSR) Bidder Template Declaration for ICT Procurement

Page 18: Templates and Ready Texts for Wording in Official Tenders

Standardised rules for a CSR-proof

Questionnaire

Certificates

Liability rules

Step-by-step implementation in the supply chain

Step-by-step implementation of product categories

Hardware

Services

Later: Software

18

The Mission

Page 19: Templates and Ready Texts for Wording in Official Tenders

19

Intransparency of the supply chain

Bidder

Manufacturer A

Supplyer AA

Supplyer AB

Supplyer B

Supplyer BA

Manufacturer BAB

Supplyer BB

Problem: Lack of certificates for CSR

Page 20: Templates and Ready Texts for Wording in Official Tenders

20

Step-by-step implementation in the supply chain

Bidder

Manufacturer A

Supplyer AA

Supplyer AB

Supplyer B

Supplyer BA

Manufacturer BAB

Supplyer BB

Page 21: Templates and Ready Texts for Wording in Official Tenders

Procurement Office of the Federal Ministry of the Interior (BMI)

BITKOM

More information and download: http://www.nachhaltige-beschaffung.de

21

Involved Parties

Page 22: Templates and Ready Texts for Wording in Official Tenders

Thank you for your attention! Q&A?

Page 23: Templates and Ready Texts for Wording in Official Tenders

www.bitkom.org www.digitalewelt.org

Your contact person

Felix Zimmermann

Head of Public Procurement and Procurement Law 030.27576-526 [email protected]