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December 9, 2004 Preparation of Standard Contract Documents Using best Finnish and EU practices Liisa Lehtomäki Finnish Institute of Public Management.

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Presentation on theme: "December 9, 2004 Preparation of Standard Contract Documents Using best Finnish and EU practices Liisa Lehtomäki Finnish Institute of Public Management."— Presentation transcript:

1 December 9, 2004 Preparation of Standard Contract Documents Using best Finnish and EU practices Liisa Lehtomäki Finnish Institute of Public Management Short term expert Senior Consultant

2 December 9, 2004 Purchasing process A. B. C. D. E. F. G. H. I. J. K. L. M. N. 1.VISION The principles and goals of the organisation and its PP sector 2. Steering and monitoring 3. Development A.Market analysis B.Planning of the purchase C.Chhosing the right method for the purchase D.Drafting the Invitation to tender E.Planning the award criteria F.Sending procurement notice and / or invitation to tender G.Receival of the tenders H.Qualification of the tenderer, tender form and the contents of the tender I.Evaluating the tenders J.Decision making K.Informing L.Remedies M.Contract and/or order N.Monitoring the contract and delivery 5. Document management 4. Purchase process 5.

3 December 9, 2004 Background for documents Awareness Campaing for Professional CA:s and purchasers Lithuanian Procurement Policy: Cost-effective purchases Procurement strategies Preparation of standard documents Tender invitation Centralized purchases and framework agreements SuppliesServicesWorks IT SuppliesServicesWorksIT

4 December 9, 2004 Procurement documents and the project Documents for planning and preparing for competition (no legislation) Tender documents (PPO) Documents for evaluating and making decision (PPO) Standard Contract Documents

5 December 9, 2004 Value and types of the procurement Value Type Supplies/ Goods ServicesWorksIT Usual commercial practice Below threshold value Above threshold value

6 December 9, 2004 Background for best practices Information Type Supplies/ Goods ServicesWorksIT Value to consider Existing documents Contract documents available Close to (below and above) threshold value World bank Finland FIDIC UK PHARE Legislation and PPO documents

7 December 9, 2004 Expected results Standard documents for public procurement for supplies, services and works Advice on drafting of standard documents for supplies, services and works List of standard documents Standard documents developed

8 December 9, 2004 Documents prepared Document Type ServicesWorks IT Guideline procurement process Model for invitation to tender Contract documents ST and GT Contract SGT and GT Fidic General models for all areas done Specific models are under discussion Supplies/ Goods

9 December 9, 2004 Project phases Discussions with PPO and meeting June 15, 2004 with Contracting Authorities Familiarization with Lithuanian Public Procurement legislation and existing standard documents by PPO First drafts by STEs for comments by PPO Second drafts prepared Translations, definitions and legislation check-ups Comments from CAs and meeting Nov 16, 2004 Piloting by Ministry of Interior (during negotiation phase)


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