J. Understanding Utility Sector Procurement Rules (Virtual)
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J. Understanding Utility Sector Procurement Rules (Virtual)

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J. Understanding Utility Sector Procurement Rules (Virtual)


About this course

  • June 7th ,10th ,14th & 17th – (Monday, Thursday, Monday & Thursday) –2.5 hour session (10am – 12:30pm) (Virtual)

This programme is to be delivered in a mix of blended eLearning using Virtual Classroom (via Zoom), breakout rooms and guided practice. It consists of 4 highly interactive Live Virtual Classroom Sessions, individual & team activities, accompanied with supporting documentation.


This programme will provide a detailed analysis of the requirements of the Utilities Directive and the corresponding Irish regulations. It has been fully updated to take account of Directive 2014/25/EU for Utilities and summarise key requirements of Directive 2014/23/EU covering Concessions. Emphasis is placed on the key features and risk areas linked to the procurement cycle from specifications, advertising, setting selection and award criteria, evaluations, and notifications.

Target Audience

As our flagship course, this two-day programme is designed as an essential building block for those involved on a regular basis in procurement who need to understand the detailed requirements for effectively running a fully compliant procurement process with a particular focus on those operating in the Utilities field of Water, Energy, Transport and Postal services. It is an ideal follow on to the Introducing Public Procurement course.

Learning Outcomes

On completion of this course, participants will be equipped with a clear understanding of the key requirements for compliance with the EU procurement regime and the skills necessary to carry out contract award procedures successfully using the primary procedure of negotiation, as employed in the Utility sector.

Course Content

Session 1: Virtual Classroom Session (2.5 hours)

Summary of National and EU Rules

The key features of good procurement

Defining contracts

• Supplies

• Works

• Services

• Title III

• Concessions

Thresholds and Valuing Contracts

The role of a specification

• Features of good specifications

• Greening your specification

Questions and Answers session

Session 2: Virtual Classroom Session (2.5 hours)

Setting selection criteria

• Using Exclusion Criteria of Public sector (Art. 57)

• Financial Criteria

• Technical Criteria

• European Single Procurement Document

• Rules for open versus multi-stage (qualification stage)

Setting award Criteria

• Price

• Cost Effectiveness

• Best Price Quality Ratio – Role of quality & cost

• Pricing documents


• Overview of Open / Restricted

• Negotiated Procedure

• Competitive Dialogue

Questions and Answers

Session 3: Virtual Classroom Session (2.5 hours)

Procedures continued:

• Derogations from Competition

• Flexible procedures for Title III / Concessions

Contracts versus Framework Agreements

• Contracts with options

• When to award a contract

• When to establish a framework agreement

• Single versus multi party framework agreements

Qualification Systems

• How to establish and operate

Advertising on eTenders / OJEU

• Prior Information Notices

• Calls for Competition

Questions and Answers

Session 4: Virtual Classroom Session (2.5 hours)

Receiving and evaluation at selection stage

• Applications in multi-stage procedures

• Notification letters for unsuccessful applicants

Evaluation of Tenders

• Assessing qualitative criteria

• Assessing cost

• Notification letters and compliant content

• Award notices

• Art. 100 Reports

Modification of Contracts

Questions and Answers


What background knowledge is necessary?

Relevant for staff in the Utilities field (Water, Energy, Transport and Postal Sectors) responsible for working in a procurement environment.

What is the refund policy?

All cancellations must be received in writing or the full course fee is
payable. Where delegates cancel more than 5 days prior to the course 50% of the course fee is payable. Cancellations received within 5 days
will be liable for the full fee.

Substitutions may be made at any time prior to the event.

Do I need to take the courses in a specific order?

Ideally after the Introduction course or relevant experience.