Presentation by Marian Lemke, SIGMA, at the SIGMA regional conference on public procurement which took place in Beirut on 2-3 June 2015. Also available in Arabic and French.

1. © OECD
AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
SIGMA Regional Conference on
Public Procurement
SIGMA Public Procurement
Training System
Marian Lemke, SIGMA/OECD
Beirut, 3 June 2015

2. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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3. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
Professionalisation of procurement
officers
SIGMA Public Procurement Training
Manual for IPA countries
3

4. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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5. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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6. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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
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7. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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8. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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
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9. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
SIGMA Training System
 Based on EU legislation and good
practice
 Localisation needed
 Designed for practitioners
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10. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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11. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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12. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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13. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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14. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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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15. © OECD
AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
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

16. © OECD
AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU

17. © OECD
AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU www.sigmaweb.org

18. AjointinitiativeoftheOECDandtheEuropeanUnion,
principallyfinancedbytheEU
www.sigmaweb.org
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