Collaborative Procurement for Energy in Portugal – Sharing Value Together

Countries

Portugal

Policy areas

Organisation name ESPAP - Public Administration Shared Services and Public Procurement Unit, IP, Portugal

Contact person: Cesar Pestana

cesar.pestana@espap.pt

To promote cheaper, easier and faster ways to deliver goods and services through public procurement, while satisfying the goals of increased accountability, transparency and competitiveness, Portugal started a major reform of its overall public procurement system in 2007.

In this context, the adoption of eProcurement was part of a broader reform in the legal, regulatory and economic aspects of the Portuguese Public Procurement model. However, at the same time, eProcurement was one of the central elements of the reform and, eventually, the more significant and powerful one.

The reform of the Portuguese public procurement was supported in three major pillars:

  • The new Public Procurement Law of 2008 and the Code of Public Contracts aimed to transpose the EU Directives 2004/17 and 2004/18.
  • In 2007 a new entity was created: ANCP EPE, the National Agency for Public Procurement, today eSPap IP, Public Administration Shared Services and Public Procurement, that acted as the key element in the management of a mandatory National Public Procurement System (SNCP Sistema Nacional de Compras Públicas), for the central administration, and also as a central procurement body (CPB).
  • The introduction of mandatory eProcurement for all public bodies, as of 1 November 2009, no matter their origin or dimension, the type of procedure or the system under which they procure. Portuguese public entities, at any level, whether central, regional/local or state-owned companies, were committed to the use of e-platforms, mandatory for tendering and awarding all public procurement procedures above EUR 5 000.

The combination of these three main factors was fundamental in the design and implementation of a correct eProcurement strategy for Portugal. Being set up at the same time, with each pillar a driving force and strengthening the others, was the appropriate arrangement to support the reform. The top-down approach and the empowerment given to the creation of the Agency, its mandatory role and connections established between SNCP and the use of eProcurement were also relevant for the consolidation and establishment of the Portuguese eProcurement reform.

In the recent years, the Portuguese public procurement system has faced new challenges and several changes that included the following.

  • A new strategy for public spending management has been implemented since 2016. This has a spending review task force in key support areas such as shared services and public procurement, where digitisation and modernising became critical for obtaining efficiency and process gains.
  • The implementation, starting in 2016, of the green public procurement national strategy (GPPS) for 2020. This aims for a more self-aware and social conscientious procurement on main priority goods and services with environmental impact, taking into account the life cycle cost of the goods and services procured.
  • The new public procurement law of 2017 that reviewed the code of public contracts aims to transpose the EU Directives 2014/24 and 2014/25, but also to consolidate, modernise and adapt the legal building for public procurement.

For Portugal, one opportunity to further develop the national public procurement system (SNCP) based on these three factors was to start cooperation projects, among Portuguese contracting authorities, to procure together and share resources.

As stated by the European Commission, on the public procurement strategy recommendation, contracting authorities are rarely buying together so only 11% of procedures are carried out through cooperative procurement. This is a missed opportunity as buying in bulk can result in better prices and higher quality goods and services. It can also help contracting authorities exchange expertise.

In 2017, Portugal went further and decided to implement an innovative project, in Collaborative Procurement for Energy, centralising the purchasing of energy (electricity, natural gas and fuel) in its central purchasing body, eSPap.

A permanent structure was created in eSPap with a department head and a dedicated procurement team in charge of the collaborative process. Today eSPap key performance indicators integrate performance metrics for the team of cooperative procurement were already in the activity planning report for 2018 (pages 30–31).

The collaborative procurement process for energy became a strategic objective in the eSPap mission statement. This project also received EU funds (co-financing) from the European Regional Development Fund.

A three-year business plan was designed for eSPap to gradually strengthen its public procurement team and to achieve full collaborative centralisation of energy purchases in 2020. Deloitte validated the 2018 savings report for the electricity procurement process where eSPap achieved savings of 15.09%, mainly through lower energy prices but also on the processing costs.

As next steps, eSPap believes that there are several new goals for this project, to:

  • extend the collaborative procurement process for energy to other public authorities not yet using it, for example municipalities;
  • develop more energy-efficiency programmes for the contracting authorities to work on the demand side;
  • extend the collaborative procurement process to other spend categories;
  • obtain real-time data monitoring and control for the entire procurement process.

Public procurement is envisioned as a strategic function that adds value to the public services and must not be considered an administrative or a simple bureaucratic function. Public procurement is strategic for public spending management and public debt, and it could be a driving force to introduce social, political and financial changes in society.

The new collaborative procurement centralisation project required a new, more complex and professional procurement process, and organisational changes in the procurement team were necessary to implement this solution. The spend review task force, established in 2016, has in its mission to identify and share best practices in the Portuguese public administration to obtain cost reductions and increased quality in public services.

With this in mind, and following the eSPap strategy, it was decided that a professional team should handle the procurement activity with the ability to analyse, consult and decide on a supply chain that is more global and more complex. Multifunctional competencies must cover aspects from financial analyses, information technology and support systems, to decision-making methodologies and project management skills. A new dedicated and professional team was prepared in early 2017 and a new department was formally created in eSPap in 2018, to manage the collaborative centralisation process for energy.

This organisational change was very much aligned with the Commission Recommendation (EU) 2017/1805 of 3 October 2017 on the professionalisation of public procurement. This involves developing and implementing long-term professionalisation strategies for public procurement, tailored to their needs, resources and administrative structure, standalone or as part of wider professionalisation policies of public administration. Following this recommendation, eSPap joined the Advisory Committee of the project to support a European Competency Framework for Public Procurement (ECF-PP). The big challenge will be to continuously promote the public procurement function as a strategic role with a strong impact on public spend, to promote the qualification and professionalisation of the public procurement officer. The change from the old view of the administrative and strong legally minded function to a new multidimensional role with strong interpersonal skills, managerial, financial and project management competences at its core also needs to be completed.

At last, new information systems were developed to support and optimise the processes. This project received EU funds (co-financing) from the European Regional Development Fund. The development of integrated and flexible IT systems were also very important to integrate the demand for information and to aggregate it from multiple sources. Data gathering for more than 800 contracting authorities was difficult to achieve but critical to the success of the project. The new eProcurement tools, the electronic marketplaces and the competitive and suppliers’ analysis databases are fundamental components of an IT architecture for the procurement team to define its processes. It was not possible to develop a collaborative procurement strategy for more than 800 contracting authorities, based only on the accounting systems or even the logistic and stock management systems.

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