OECD Recommendation
Recognise that any use of the public procurement system to pursue secondary policy objectives should be balanced against the primary procurement objective.
- Evaluate the use of public procurement as one method of pursuing secondary policy objectives in accordance with clear national priorities.
- Develop an appropriate strategy for the integration of secondary policy objectives in public procurement systems.
- Employ appropriate impact assessment methodology to measure the effectiveness of procurement in achieving secondary policy objectives.
Related Principles
Risks to public procurement related to balance include:
- Balancing secondary policy objectives against the primary procurement objective (delivering goods and services necessary to accomplish government mission in a timely, economical and efficient manner)
- The lack of data or appropriate methodologies to measure the impact of public procurement strategies and policies to address secondary policy objectives
- The absence of legal requirements, the insufficient incentives and the lack of financial/human resources to measure the effects of strategies and policies to address secondary policy objectives
Related Tools
Country Cases
Sustainable green growth
- Austria - Best practices for green procurement (awareness raising)
- Austria - Best practices for green procurement (environmental standards)
- Austria - Best practices for Green Procurement (legal and policy framework)
- Austria - Best practices for green procurement (professionalisation)
- Belgium - Best practices for green procurement (professionalisation)
- Canada – Best practices for green procurement
- China - Best practices for green procurement (environmental standards)
- Green public procurement in the Netherlands
- Hungary – Best practices for green procurement (awareness raising)
- India – Best practices for green procurement (market capacity and assessing costs and benefits)
- Korea – Best practices for Green Procurement (legal and policy framework)
- Netherlands – Best practices for green procurement (environmental standards)
- Portugal – Best practices for green procurement (awareness raising)
- PrintWise in the United States
- Slovak Republic – Best practices for green procurement (professionalisation)
- United States – Best practices for green procurement (monitoring)
- LCC comparisons in US cities
- Monitoring the implementation of green public procurement in Berlin
- Life cycle approach in the European Union
Development of small and medium-sized enterprises
- Encouraging SMEs’ participation in public procurement in China
- Engagement with SMEs to reduce Red Tape in Ireland
- Reducing red tape in the EU
- Simplification of Public Procurement Procedure in Spain: Self Declaration
- Small business subcontracting in the United States
- Suppliers Training Desks (STDs) in Italy
- GovTech Poland – engaging small and medium businesses for public contracts
- Mechanism to enhance SME participation in public procurement in the DPPL
- Pilot to help small businesses compete for public procurements in New South Wales
- Pitch Days in United States
- Scotland’s CivTech
- Financial arrangements implemented in Korea to support SMEs
- Go-2-Tender Training Scheme for SMEs - Ireland
- Guidance on market analysis to assist SMEs in Public Procurement - Ireland
- Addressing SMEs’ challenges and constraints through the Office of Small and Medium Enterprises in Canada
- Small business set-aside – United States
- SME consultation to improve policy implementation – Netherlands
- Australia’s Commonwealth Procurement Rules
- Mexico’s Law of Acquisition, Leases and Services for the Public Sector
- Training and workshops carried out for SMEs in a collaborative way – Ukraine
Supporting gender equality
- Checklist for local contracting authorities on gender impacts in Sweden
- Equal pay certification in Iceland
- The United Kingdom’s Gender Duty
- Applying a gender lens to impact assessment of procurement operations
- Gender-responsive procurement legislation in Switzerland
- Supporting the participation of women-owned businesses in the US, Chile and Korea
- Applying user-centred approaches: Understanding women’s needs in Belgium
- Australia Workplace Gender Equality, Procurement Principles and User Guide
Innovation
- Use of MEAT criteria
- Promotion of public procurement for innovation by the National Centre for Research and Development of Poland under the ESIF R&I programme
- US efforts to innovate procurement
- The Build in Canada Innovation Program (BCIP)
- Improving existing public services in New Zealand through innovation
- The PPI2Innovate project
- “Innovation friendly” procurement in Norway
- United Kingdom examples of innovations in health
- Innovative procurement initiatives in Colombia
Human rights, responsible business conduct and social procurement
- Government measures integrating RBC objectives into contracts in Hungary
- Government measures integrating RBC objectives into contracts in Latvia
- Government measures integrating RBC objectives into contracts in Poland
- Integrating RBC objectives along the full supply chain in Canada
- Integrating RBC objectives along the full supply chain in Sweden
- Monitoring compliance with social criteria in contracts in the United States, Denmark and Sweden
- Monitoring inclusion of social clauses in Poland
- The approach to responsible business conduct in Norway
Other
- Guidelines and manuals on strategic procurement in Costa Rica
- Social Procurement Framework in Victoria, Australia
- Achieving wider benefits from government procurement in New Zealand
- Belgium and development of technical specifications with businesses
- Certification of suppliers by the Sustainability Compass in Germany
- Developing a structured approach to strategic procurement at Southeast Norway Health Region
- Obtaining the right balance for businesses in North Rhine-Westphalia
- Poland using public procurement to pursue secondary policy objectives
- Realising cost savings while procuring energyefficient lighting for the London Underground
- The National Procurement Development Framework in Sweden
- A tool for division into lots - Germany
- The network of public procurement agents, Finland
- Training and workshops provided by the Polish Agency for Enterprise Development
Reviews
- Promoting complementary policy objectives through IMSS’ public procurement (extract of the Public Procurement Review – IMSS, Mexico)
- Social integration: PPS implementation of secondary policy objectives (extract of the Public Procurement Review - Korea)
- Evaluation criteria to award contracts in the Colombian public procurement system (extract of the Public Procurement Review)
- Improving Lithuania's Public Procurement System - Modernising the procurement of innovation and research and development (R&D)
- Going beyond price as an award criteria in Peru and meseaures to support secondary policy objectives (extract of Public Procurement in Peru)
OECD work on balance
- Going Green: Best Practices for Sustainable Procurement
- Government at a Glance 2015 – Strategic Public Procurement
- Healthcare
- Improving the Environmental Performance of Public Procurement: Report on Implementation of the Council Recommendation
- Incorporating Social Considerations into Procurement, OECD (SIGMA)
- Measuring the link between public procurement and innovation
- Observatory of Public Sector Innovation
- OECD Guidelines for Multinational Enterprises
- The Environmental Performance of Public Procurement – Issues of Policy Coherence
- SMEs in Public Procurement - Practices and Strategies for Shared Benefits
- OECD Due Diligence Guidance for Responsible Business Conduct
- Améliorer l’accès des PME aux marchés publics en Tunisie, OCDE-MENA
- Public Procurement for Innovation – Good Practices and Strategies
Other institutions’ work on balance
- Buying green Handbook, European Commission (2016)
- Handbook on Implementing Sustainable Public Procurement in Latin America and the Caribbean, International Institute for Sustainable Development (2015)
- How Green Public Procurement Contributes to Sustainable Development in China, International Institute for Sustainable Development (2015)
- Procurement of Innovation Platform
- Promoting Ozone and Climate Friendly Technologies in Public Procurement, A scoping study of Asia Pacific, UNEP (2015)
- Public Procurement and Human Rights: A Survey of Twenty Jurisdictions, International Learning Lab on Public Procurement and Human rights (2016)
- Public Procurement as a Driver of Innovation in SMEs and Public Services, European Commission (2014)
- Toolbox Sustainable Procurement, KfW on behalf of BMZ (2014)
- The Procura+ Manual - guidance to public authorities on how to implement sustainable procurement (EC legal framework)
- 2017 Global Review of Sustainable Public Procurement – UN Environment
- Public Tender and Award information from over 180 countries (Procurement Map), International Trade Centre
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