© OECD

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SIGMA Regional Conference on Public Procurement

SIGMA Public Procurement Training System

Marian Lemke, SIGMA/OECD

Beirut, 3 June 2015

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Professionalisation of procurement officers

The Principles of Public Administration, Public Finance Management, Principle 14: Contracting authorities and entities have the appropriate capacities and practical guidelines and tools to ensure professional management of the full procurement cycle.

Well documented planning and management tools for all stages of the procurement process exist and are used, in particular for the analysis, budgeting, design of contract documentation, choice of contracting strategy and tendering method, determination of selection and award criteria, evaluation of tenders, and award and management of contracts.

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Professionalisation of procurement officers

SIGMA Public Procurement Training Manual for IPA countries

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The process

• ReSPA (Regional Schools for Public Administration)/SIGMA 2007 report (Training Needs Analysis)

• SIGMA 2009/10 – preparation of a training set

• EU 2010/12 regional technical assistance project to implement the training scheme in IPA countries

• SIGMA 2015 – update of the Training Manual

• SIGMA, EC, EBRD 2015/16 – implementation in ENI countries

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Starting position

• All countries in the IPA region are in the process of building their public procurement systems in order to meet EU requirements and international good practice.

• Main emphasis on ensuring legal and formal compliance with procurement regulations, while operational and practical aspects of public procurement have often been neglected.

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The production process • 2009 January – SIGMA project approved

• January – experts group started

• March – outline and methodology (format) agreed

• April – a model section elaborated

• June – methodology revised

• May – August – drafting & reviewing

• September – drafts presented to IPA countries

• November – pilot training

• December – 2010 January – additional sections written

• December – February – final editing

• March – delivery to the European Commission

• April – final layout

• March – EU tender launched

• September – ITC/ILO contracted by the EC 6

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The Team • Drafters: Peter Trepte (UK), Susie Smith (UK), Elisabetta Piselli

(IT), Jacek Krolikowski (PL), Gian Luigi Albano (IT), Mike Fogg (UK), Despina Pachnou (GR), Geoffrey Smith (FR), Teja Kolar (HR), Annemarie Mille (AT), Gelu Cazan (RO), OECD/GOV (on integrity)

• EU review panel: Peter Braun (DE), Gabriella Fribiczer (HU)

• IPA review panel: Tamara Obradović-Mazal (Croatia), Ilaz Duli (Kosovo), Predrag Jovanović (Branislav Cvetkovic)(Serbia), Dzinita Fočo (BiH), Mare Bogeva-Micevska (FYR of Macedonia), Kadir Akin Gözel (Turkey), Klodiana Cankja (Albania), Sandra Škatarić-Krstović (Montenegro)

• SIGMA staff: Marian Lemke (Lead manager), Peter Bennett, Peder Blomberg (also member of the drafting and review teams), Valerie Forges (Project assistant)

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EU TA project 2010 - 2012

Activity 1 Training of Trainers (ToT)

• Select national training institutions and candidate trainers (10-25 from each beneficiary) in co-operation with public procurement offices/agencies

• Deliver Training of Trainers (ToT) course in two stages for about 150-180 participants from the region (total of five weeks)

Activity 2 Support for training at national level (individually for each beneficiary)

• Develop national training strategy

• Customise training modules (translation + adaptation to local legal system), including an online course supported by a help-desk

• Publish customised training modules in hard copy and on-line

• Support PPOs/trainers for one year of operation

Activity 3 – Accreditation of national trainers

• Certify national trainers following an observation period 8

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SIGMA Training System

Based on EU legislation and good practice

Localisation needed

Designed for practitioners

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Format

• Manual for participants

• PowerPoint presentations and handouts

• Collection of key documents on CD

• Trainer’s pack:

Training programme (curriculum)

Notes for trainers, answers to exercises

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Modules Outline

A. Introduction and principles

B. Organisation at level of contracting authorities

C. Preparation of procurement

D. Scope of application

E. Conducting procurement process

F. Review and integrity

G. Contract management

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Module Content Outline

Module A: Public Procurement – Introduction and Principles, Legislative and Institutional Framework

A1. Legislative framework and basic principles of public procurement

A2. Institutional framework

A3. Public procurement – historical context

A4. Economics of public procurement

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Module Content Outline

Module B: Organisation at level of Contracting Authorities:

B1. Contracting authorities’ internal regulation of the procurement process

B2. Responsibility of the contracting authority for preparation and management of the procurement process

B3. Role of the procurement officer

B4. Role of the tendering committee

B5. Contribution from external consultants and experts

B6. Measuring performance in public procurement

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Module Content Outline

Module C – Preparation of procurement:

C1. Procurement planning

C2. Contract terms

C3. Financial instruments and safeguards

C4. Procedures and tool

C5. Social and environmental considerations

etc…. (more than 2000 pages….)

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© OECD

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Structure of each sub-module

Student’s pack:

Introduction

Narrative

Law

Exercises

Questions

Slides

Trainer’s pack:

Answers to the exercises

Answers to the questions

curriculum

handouts

© OECD

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© OECD

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www.sigmaweb.org

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www.sigmaweb.org

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