WIR STARTEN IN KÜRZE CERN - Ausschreibungen bei UNO und AußenwirtschaftsCenter Zürich - WKO
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AußenwirtschaftsCenter Zürich WEBINAR Auftragsausschreibung bei intern. Organisationen mit Sitz in der Schweiz Ausschreibungen bei UNO und CERN 10.02.2021 WIR STARTEN IN KÜRZE
AußenwirtschaftsCenter Zürich WEBINAR Auftragsausschreibung bei intern. Organisationen mit Sitz in der Schweiz Ausschreibungen bei UNO und CERN 10.02.2021 HERZLICH WILLKOMMEN
AUFTRAGSAUSSCHREIBUNGEN UNO & CERN, ABLAUF
CORNELIU MARTINIUC Q&A
SECRETARIAT BEANTWORTUNG IHRER
COORDINATOR, CPAG FRAGEN
STEFAN FISCHEREDER IVO LOBMAIER
ORGANISATORISCHES UND PROCUREMENT OFFICER,
TECHNIK CERN
3
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Business Meeting Austria
Corneliu Martiniuc
Secretariat Coordinator,
Geneva,
10 February 2021 CPAG
Doing Business with the United Nations 1. Who? 2. What? 3. Where? 4. When? 5. How?
Doing Business with the United Nations WHO ‘s who?
Doing Business with the United Nations
The United Nations is made up of a
variety of organizational entities:
Funds & Programmes
Specialised Agencies
Secretariat: UNHQs, Offices Away
From Headquarters, commissions,
tribunals and field peacekeeping
missions.
Each organization has a distinct and
separate mandate covering the
political, economic, social, scientific,
humanitarian, and technical fields.
Doing Business with the United Nations
Doing Business with the United Nations
Common Procurement Activities Group
The CPAG is a Procurement network of 20 Geneva-based UN entities
and international organizations which aims to build more effective and
better-performing business practices and to lower cost of common
requirements through volume purchase agreements.Doing Business with the United Nations Common Procurement Activities Group
Doing Business with the United Nations
CPAG Key Figures
35 shared contracts in 2019
2019
2018
35
2017 34 Common
2016 27 Common Contracts
Common Contracts
2015 24 Contracts
Common
23 Contracts
Common
contracts
USD 140,716,778.21 total expenditure in 2019Doing Business with the United Nations
CPAG Key Figures
Total Cost Efficiencies Top Ten Common
2014-2019 Contracts with the Highest
Cost Efficiencies
41,403,578
40,191,756
39,531,610
Amount (USD)
34,703,151
35,450,310
30,643,670 2019
2018
2017
0 20,000,000 40,000,000 60,000,000
2016
Amount (USD) 2015
2019 41,403,578
2018 40,191,756
2017 39,531,610
2016 34,703,151
2015 35,450,310
2014 30,643,670Doing Business with the United Nations
CPAG Joint Tenders in 2020
Office
Provision of
Travel supplies and
electricity to
Services IT
the UN
consumablesDoing Business with the United Nations
WHAT do we buy?Doing Business with the United Nations Total Procurement volume (UN System – 2019)
Doing Business with the United Nations Top 10 categories of procurement (UN System – 2019)
Doing Business with the United Nations
Procurement by UN organization (UN System – 2019)
Organization Total Total change Share of procurement from
($ millions) 2018-2019 (%) developing countries, countries
with economies
in transition and LDCs (%)
UNICEF 3,825.7 9.7% 55.2%
WFP 3,636.6 4.0% 78.5%
UNPD 2,511.6 -4.7% 63.1%
UNDP 2,083.9 -2.9% 72.2%
UNHCR 1,138.3 3.4% 63.4%
UNOPS 1,095.1 18.9% 60.8%
PAHO 1,006.5 10.9% 41.9%
IOM 959.7 14.0% 67.3%
WHO 893.2 21.5% 49.3%
UNFPA 404.2 1.0% 45.7%
FAO* 388.8 3.3% 78.9%
UNRWA 264.2 17.5% 87.5%
ILO 262.5 20.7% 72.8%
IAEA 186.9 11.7% 7.1%
UNIDO 151.7 -6.1% 43.7%
UNOG 149.0 4.4% 1.7%
UN WOMEN 142.8 12.0% 62.7%
WIPO 125.5 2.1% 8.7%
UNESCO 122.8 9.1% 57.0%
UNOV 118.4 14.5% 74.7%
UNON* 63.2 19.5% 71.0%
IFAD 52.9 8.6% 14.8%
ITU 48.3 3.6% 3.3%
UNAIDS 31.7 12.4% 47.7%
ITC 27.0 41.5% 40.2%
UNECA 23.8 25.5% 65.1%
OPCW 22.4 -4.6% 5.0%
UNFCCC 22.3 77.5% 18.1%
ESCAP 21.6 19.7% 88.7%
IMO 21.4 147.0% 41.9%
ICTY 19.8 37.2% 12.4%
WMO 15.9 5.0% 4.2%
UPU 13.6 -2.9% 14.3%
ECLAC 12.3 19.2% 82.4%
UNU 10.2 30.3% 19.9%
ESCWA 8.4 43.1% 90.0%
UNV 7.2 -5.6% 2.3%
UNWTO 2.5 2.9% 4.6%
UNAKRT 0.8 17.8% 65.7%
UN TOTAL 19,892.6 5.9% 62.1%Doing Business with the United Nations
WHERE do we
buy from?
HQDoing Business with the United Nations Top 10 supplier countries (UN System – 2019)
Doing Business with the United Nations Total Procurement (Austria – 2019)
Doing Business with the United Nations
WHEN do we buy?Doing Business with the United Nations
UN Procurement Guiding
principles
Interest of the United Nations
Best value for money
Fairness, integrity
and transparency
Effective international
competitionDoing Business with the United Nations
Which agencies
can you do business with?
As a supplier, you need to know:
Which UN agencies operate in your geographical
area
What goods and services you provide are
purchased by which agency
What are the procurement policies/procedures
and general terms and conditions of contract of
the agencies you want to do business withDoing Business with the United Nations HOW do we buy?
Doing Business with the United Nations
Procurement Process
… stages in the procurement processDoing Business with the United Nations Solicitation methods at the UN Secretariat Low Value: For purchases below US$ 10,000 RFQ – Request For Quotation: Less formal solicitation used for lower value procurement (> US$ 10,000 but < US$ 150,000) ITB – Invitation to Bid: Formal solicitation method (> US$ 150,000) RFP – Request For Proposal: Formal solicitation method (> US$ 150,000)
Doing Business with the United Nations
Solicitation methods
How is the solicitation method selected?
The choice of the solicitation method will depend on:
Value of the procurement
Complexity of the requirement
Market conditionsDoing Business with the United Nations
Solicitation methods
informal, simplified acquisition procedure
value of goods/services from $10,000 up to $150,000
well defined products and services
award usually made to the lowest priced technically
compliant offerDoing Business with the United Nations
Solicitation methods
formal solicitation with estimated value: $150,000 +
goods/services/works with standard and clear
specification with limited / medium complexity
award usually made to the lowest priced technically
compliant offer
bidders can attend the public openingDoing Business with the United Nations
Solicitation methods
formal solicitation with estimated value: $150,000 +
complex goods/services/works that cannot be
quantitatively or qualitatively expressed
evaluation of proposals based on both Mandatory
requirements and scoring methodology
award made to the most responsive proposal
considering all factors being awarded (not necessarily
the lowest cost proposal)Doing Business with the United Nations … before you start doing business with the United Nations …
Doing Business with the United Nations Procurement & United Nations ultimate goals
Doing Business with the United Nations The UN Global Compact and the Supplier Code of Conduct
Doing Business with the United Nations Practical tips Study tender documents carefully, ask for clarification if there is any uncertainty; Ensure that your offer meets ALL requirements, including quality certificates, financial statements, catalogues, submission forms etc., in requested format and language; Meet the submission deadline; Attend public bid openings when invited and bid conferences (site visits) when organized; ...and don’t give up too easily: developing and establishing contacts and business with UN agencies requires the same time as dealing with another new market.
Doing Business with the United Nations HOW to identify business opportunities in the UN system?
UN market UNGM was created to simplify the access of potential suppliers to the UN market
UN market
Contrary to popular belief, the UN market
is particularly suitable for MSMEs
The UN
market is
The majority of
secure
purchase orders
issued by UN Good training
agencies do not ground to gain
exceed experience
$50KWhat is UNGM?
The United Nations Global Marketplace
(UNGM) is the common procurement
portal of the UN system
UN procurement staff
Potential suppliers
from 29 UN agencies
10,000 UN staff members use 276,000 companies are
UNGM on a regular basis registered on UNGMWhat is UNGM?
UNGM provides potential suppliers
with a single registration process for
29 UN agencies
UNGM provides access to UN
business opportunities and contract
awards
UNGM disseminates relevant UN
procurement informationUNGM registration process
3 registration levels
Level determined by the monetary value of
potential contracts
Basic level Level 1 Level 2
Common Some UN organizations require
registration process additional informationUNGM registration tips
Provide the name of your company as it
appears on your Certificate of Incorporation or
equivalent
Make sure that your contact information and
that of your colleagues is up to date
Log into your UNGM account regularlyTender Alert Service (TAS)
Receive the latest tenders notices
published on UNGM
Only receive alerts related to your
products and/or services
Tender alerts are sent to your email
address
Subscription plans
6 1 year 2 years
months
$175 $250 $400Summary
Register your company on UNGM and make sure
1 your account information and contact details are up
to date.
2 Familiarize yourself with the different UN agencies,
their procurement needs and procedures.
Check regularly procurement notices on UNGM or
3 subscribe to the Tender Alert Service.
Optional Subscribe to the Tender Alert Serviceungm.org help.ungm.org
Doing Business with the United Nations HOW to contact CPAG? Corneliu Martiniuc Secretariat Coordinator corneliu.martiniuc@un.org
Doing Business with the United Nations
THANK YOU
Danke schönDoing Business with CERN
Austrian Industry
Ivo Lobmaier / Procurement Officer / Industry, Procurement and Knowledge Transfer Department
10/2/2021AGENDA
• Introduction
• Legal Framework
• Budget
• What we buy
• Procurement @ CERN
• Procurement Service
• Principles & Procedures
• Procurement website
10/2/2021 2INTRODUCTION
Lisa Bellini & Jérôme Pierlot 3 3
10/2/2021CERN - the world’s
biggest laboratory for
particle physics.
International Organization
established on 1 July 1953 -
“Science for Peace”.
Specific legal framework.
10/2/2021 4Legal Framework
• As an Intergovernmental
Organization, CERN is not a
legal entity under national law
but governed by public
international law;
• CERN is therefore entitled to
establish its own internal rules
necessary for its proper
functioning, such as the rules
under which it purchases
equipment and services.
10/2/2021 5In 1954 CERN had 12 Member States
Today CERN has 23 Member States
23 Member States
Geographical & cultural diversity
110 nationalities,
3 Associate Member States in
from 77 countries
the pre-stage to membership
6 Associate Member States ~ 2500 Staff members
~ 2000 contractors’ employees
3 Observers Yearly budget ~ 1100 MCHF ~ 13000 physicists /users
10/2/2021 6Yearly Budget (contributions 2020)
10/2/2021 7Procurement Expenditure
10/2/2021 8Annual Industrial Return to Austria
10/2/2021 9Annual Industrial Return to Austria
* provisoire
10/2/2021 10What we buy
• Recurrent supplies &
services
• Accelerator technologies
required for consolidation
projects and new
developments
10/2/2021 11What we buy
• Civil engineering
• Cooling and ventilation
• Electrical engineering and magnets
• Information Technology
• Mechanical engineering and raw
materials
• Electronics and radiofrequency
• Cryogenic and vacuum equipment
• Health and safety equipment,
• Transport and handling equipment
• Office supply, furniture
• Industrial services on the CERN site
10/2/2021 12PROCUREMENT
@CERN
the rules
10/2/2021 13The Procurement Service
Mission
The Procurement Service (PS)
Meeting the specified and
procures all supplies and
contractual technical, delivery At the lowest possible overall cost
services for CERN
and performance requirements
While achieving balanced
Respecting CERN
industrial return for CERN
Procurement Rules
Member States
10/2/2021 14Principles of the CERN Procurement Rules
Transparency and Selective Tendering
1 2
Impartiality
4 2
Procedure
2
2 Limited Tendering 5
2 Confidentiality
Objectivity and equal
3 treatment / fair 6 Adjudication Basis
competition
10/2/2021 15What we buy ?
Off-the shelf or non-standard products
which can be produced with existing
manufacturing techniques or
technologies:
• => Functional specification
Non-standard products where
industry has neither the required
know-how nor the interest to develop
and design the products:
• => Build-to-Print specification
Prototypes and or Pre-series might be required
10/2/2021 163 Types of Enquiries
“Price Enquiry” (DO) :
1. Enquiries < 10’000 CHF
2. 10’000 CHF ≤ Enquiries < 200’000 CHF
“Invitation-to-Tender” (IT) :
3. Enquiries ≥ 200’000 CHF
10/2/2021 17Enquiries < 10’000 CHF
“Price Enquiry” (DO)
• Price enquiry by Technical Officer or Procurement Officer;
(Users may issue enquiries directly provided CERN procurement
rules are followed)
• Minimum of 3 bids requested;
• Purchase Order (PO) made to the lowest compliant bidder.
10/2/2021 1810’000 CHF ≤ Enquiries < 200’000 CHF
“Price Enquiry” (DO)
• Price Enquiry prepared / managed by Procurement Officer;
• Technical specification prepared by Technical Officer;
• Submission deadline: 4 weeks from date of dispatch;
• Minimum of 3 bids requested;
• All price enquiries above 50’000 CHF are sent to the
Industrial Liaison Officers (ILOs) for information;
• PO made to the lowest compliant bidder.
10/2/2021 19Enquiries ≥ 200’000 CHF
• Start-up Meeting + Announcement
• Phase 1: MS / “Market Survey”
• “Technical Description” + “Qualification Questionnaire” -Specification Committee;
• Submission deadline: 4 weeks, or more if the MS is still online.
• Phase 2 : IT / “Invitation-to-Tender”
• Tender Form, Technical Specification and all Annexes, Specification Committee;
• Submission deadline: 4 weeks – Clarification – Bidders Conference as required;
• Bids shall be submitted via CERN’s e-tendering application.
• Phase 3 : Opening & Evaluation of the bids
• Technical verification, recalculation of unit prices, clarification as necessary (if applicable price
alignment rule);
• Phase 4 : Contract award approval by CERN’s Finance Committee
• Applies to contract awards exceeding 750 kCHF.
10/2/2021 20Country of origin
“Country(ies) where the
supplies (including their
components and sub-
assemblies) are manufactured
or undergo the last major
SUPPLIES transformation by the
“Country(ies) in which the contractor or its sub-
bidder is established.” contractor”
If at least 40% of the total If at least 60% of the total
amount of the bid comes from SERVICES amount of the bid comes from
a poorly balanced Member a poorly balanced MS, then
State (MS), then the whole the whole bid will be treated
bid will be treated as that as that from a bidder in a
from a bidder in a poorly poorly balanced MS.
balanced MS.
10/2/2021 21Alignment Rule
Under certain conditions as defined in CERN Procurement Rules,
a bidder offering goods originating* in poorly balanced Member States is
RULE allowed to align his price to that of the lowest bidder and thereby be
awarded the contract.
* At least 60% for supply contracts or; at least 40% for service contracts awarded on the lowest compliant basis.
Supplies Contract only, adjudicated on the
1 Lowest Compliant Basis
With a total amount exceeding
2 100’000 CHF.
3 Price difference shall not exceed 20%
10/2/2021 22Alignment Rule
Scenario 1:
Lowest bid from a PB MS Contract placed
Scenario 2:
Lowest bid from a WB MS
1st bidder (within 20%) from PB MS aligns Contract placed
Scenario 2.1:
if not, 2nd lowest bidder (within 20%) from PB MS aligns Contract placed
Scenario 2.2:
if no alignment, Contract placed with lowest bidder from WB MS
10/2/2021 23Industrial return coefficient
Industrial return Over a 4-year period:
coefficient Very poorly balanced : < 0.40
Poorly balanced (PB) : 0.40 ≥ x < 1
For Supply contracts and for a Well balanced (WB): ≥ 1
12-month period starting on
1st March, defined as:
“The ratio between a Member
State's percentage share of the
value of all Supply contracts and Status definition
that Member State's percentage
contribution to the CERN Budget
over the same period”.
% expenditure in the MS
Return Coef.=
% contribution to CERN budget for this MS
10/2/2021 24Member States Classification (Supplies)
(1st March 2020 – 28 February 2021, based on the previous 4 calendar years):
10/2/2021 25Procurement
website
10/2/2021 26Website of the Procurement Service
http://procurement.web.cern.ch
10/2/2021 27Supplier registration & Procurement Codes
10/2/2021 28CERN Shopping List
https://found.cern.ch/java-ext/found/CFTSearch.do
10/2/2021 29Contact in your country
ILO: Industrial Liaison Officer
• Who to contact in your Country
Industrial Liaison Officers (ILO's)
are appointed by CERN's Member
States to facilitate the flow of
communication between CERN and
its suppliers. ILO's can provide
advice on the opportunities
available for doing business with
CERN and the support available to
firms in their local regions.
10/2/2021 30Thank you home.cern
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