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Entrada Serviços de TI Informação e Documentação Biblioteca Digital Gestão de SI/TI Aquisição de Bens e Serviços

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O Instituto de Informática  tem por missão apoiar a definição das políticas e estratégias das tecnologias de informação e comunicação (TIC) do Ministério das Finanças e da Administração Pública (MFAP) e garantir o planeamento, concepção, execução e avaliação das iniciativas de informatização e actualização tecnológica dos respectivos serviços e organismos, assegurando uma gestão eficaz e racional dos recursos disponíveis.

A Entidade de Serviços Partilhados da Administração Pública, I.P. (eSPap), cuja criação foi concretizada através do Decreto-Lei n.º 117-A/2012, de 14 de junho, assume a missão e atribuições do anterior Instituto de Informática, extinto por fusão. www.espap.pt

 
Entrada Serviços de TI Informação e Documentação Biblioteca Digital Gestão de SI/TI Aquisição de Bens e Serviços

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The eProcurement Map: A Map of activities an impact on the development of European interoperable eProcurement solutions - Dez. 2008 File 223.8 kB
There are a number of projects and initiatives in eProcurement in Europe tackling different subjects, issues or aspects of modernizing public procurement. Often groups of experts or individuals behind these projects are not aware of similar projects done by colleagues in the same field working in other European countries. Therefore the eProcurement Forum, the community of eProcurement experts hosted by the ePractice portal, has gathered and analysed the key activities that have an impact on the development of electronic public procurement in Europe. These efforts resulted in the creation of a dynamic map of these initiatives, which is provided to all the members of the eProcurement Forum and to any other expert interested in it. The expected effect is to make all the eProcurement stakeholders aware about what is happening in the European scenario and provide a tool for easy identify “who is doing what”.
A Study on the Invoicing Directive (2001/115/EC) now incorporated into the VAT Directive (2006/112/EC) - Nov. 2008 File 212.5 kB
 
eProcurement Strategy of the Confederation - Nov. 2008 File 224.1 kB
At the end of November 2007 the Federal Procurement Commission (FPC) commissioned the eProcurement project coordinator with the preparation of a eProcurement strategy for the Fed-eral Administration, with the purpose of optimising current activities, and of identifying unreal-ised potential for supporting purchasing using electronic means. The development of this strat-egy was carried out in accordance with the Confederation's Strategic IT Planning (SIP method-ology). eProcurement is the strategic and operational procurement process supported by information and communication technologies (ICT). For the implementation of eProcurement, various IT so-lutions are introduced which have, ideally, been harmonised with each other. These solutions support the procurement procedure between the various actors involved. Moreover, the use of the Internet opens up additional possibilities for keeping the procurement process lean.
Stratégie d´Achats Électroniques de la Confédération- Nov. 2008 File 51.2 kB
A la fin du mois de novembre 2007, la Commission des achats de la Confédération (CA) a chargé le coordonnateur des achats électroniques d’élaborer une stratégie d’achats informatiques pour l’administration fédérale, dans le but d’optimiser les activités dans ce domaine et d’identifier de nouveaux potentiels pour un meilleur soutien aux acquisitions électroniques. Le développement de la stratégie a suivi la méthodologie de planification stratégique de l’informatique (PSI) de la Confédération. Les achats électroniques sont le processus d’acquisition stratégique et opérationnelle assisté par les technologies de l’information et de la communication (TIC). Dans la mise en oeuvre des achats électroniques, diverses solutions informatiques sont coordonnées de manière idéale. Ces solutions facilitent le déroulement de l’acquisition et les relations entre les différents acteurs. Le recours à Internet ouvre des possibilités supplémentaires d’optimisation des procédures d’acquisition.
OSOR Guidelines Public Procurement and Open Source Software - Out. 2008 File 732.6 kB
What can be concluded from this is that, while the majority of public procurement for software may or may not comply with European regulations - a detailed examination is needed to come to any clear opinion - there are still many calls for tenders that appear at first glance not to follow the principles of transparency and non-discrimination. This applies also to the Netherlands, despite its new policies and public procurement guideline.
CEN/Fiscalis e-Invoicing Good Practice Guidelines - Jul. 2008 File 503.8 kB
 
European Code of Best Practices Facilitating Access by SMEs to Public Procurement Contracts - Jun. 2008 File 89.8 kB
The overall objective of this ‘European Code of Best Practices Facilitating Access by SMEs to Public Procurement Contracts’ is to allow Member States and their contracting authorities to fully exploit the potential of the Public Procurement Directives in order to ensure a level playing field for all economic operators wishing to participate in public tendering. Indeed, stakeholders who were consulted during the preparation of this Code of Best Practices about the difficulties that SMEs encounter in accessing public procurement stressed that what is most needed in order to facilitate SMEs' access to public procurement is not legislative changes in the Public Procurement Directives, but rather a change in the contracting authorities' procurement culture. An increased involvement of SMEs into public purchasing will result in higher competition for public contracts, leading to better value for money for contracting authorities. In addition to this, more competitive and transparent public procurement practices will allow SMEs to unlock their growth and innovation potential with a positive impact on the European economy.
Status Report from the Expert Group on e-Invoicing - Jun. 2008 File 28.8 kB
In commenting on the Group’s work so far, Bo Harald says” We are making good progress and if recent estimates of the costs savings to society of EUR 238 billion over six years are close to the truth, we have 238 billion reasons to be successful” The European Commission is facilitating the work of the Expert Group by providing logistics support and secretarial assistance. It is also acting to ensure that the Expert Group is informed about the EU legal and political framework and procedures and is therefore able to take these into account in its work. The Commission is encouraged by the current progress of the Expert Group and recognises that bringing about change on this scale requires very high quality work, in particular by providing a compelling solution to the technological, business and legal challenges confronting the broad range of stakeholders in the area of electronic invoicing.
eProcurement Opening doors to cross-border business - Mai. 2008 File 166.1 kB
Many EU countries use electronic procurement (eProcurement) to make bidding for public sector contracts simpler and more efficient. However, these national solutions have limited communication across borders. The European Commission is launching a pilot project to make electronic communication between companies and government bodies possible for all procurement processes in the EU. It will connect existing national systems, crucial for allowing businesses to bid for public sector contracts anywhere in the EU; an important step towards achieving the Single European Market
Benchmarking On-Line Public Services: To develop and improve the eGovernment indicators, Second Year Contract - Jan. 2008 File 429.8 kB
Comment 1) and 2) focus on the same issue of the appropriateness of using a web survey to measure the public eProcurement supply side indicator. The way comment 1) is phrased amount to what we earlier termed a legitimate and valid but “external critique”. For use the approach of using a web based survey was a given assumption. As for comment 2), we can but repeat what we already recommended in the Draft Final report: that the web survey is integrated with an analysis of user manuals. Comment 3) and 4) both go into the direction of adding more items to those we proposed in table 9 for the scoring. Our choice is informed by the principle of feasibility and simplicity and we already suggested 21 items. So from our perspective we point out to Unit C1 such suggestions, but we do not changes our recommendations as expressed in the mentioned table 9.
CPV - 2008 (Common Procurement Vocabulary): Commission Regulation (EC) Nº 213/2008 - 2008 File 1.1 MB
amending Regulation (EC) No 2195/2002 of the European Parliament and of the Council on the Common Procurement Vocabulary (CPV) and Directives 2004/17/EC and 2004/18/EC of the European Parliament and of the Council on public procurement procedures, as regards the revision of the CPV.
CPV - 2008 (Common Procurement Vocabulary): CPV 2008 Explanatory Notes - 2008 File 360.0 kB
 
CPV - 2008 (Common Procurement Vocabulary): Public Procurement in the European Union Guide to the Common Procurement Vocabulary - 2008 File 268.7 kB
The ideal situation would be to make the use of CPV codes mandatory in a wider international context and for contracts below the thresholds. This would foster transparency and could facilitate the provision of comprehensive statistics. Furthermore, the CPV should never be considered as final, because it will evolve with users’ changing needs. Procurement entities and economic operators will be regularly consulted on the CPV and continuously invited to make proposals to the Commission to further improve the CPV. It will continuously be revised and developed further in order to reflect satisfactorily the intricacies of various sectors of the public procurement market.
CPV - 2008 (Common Procurement Vocabulary): SV 2008 Explanatory Notes - 2008 File 97.3 kB
The Supplementary Vocabulary is composed of 19 sections (and 42 groups). Some sections are used more to add descriptions of supplies and construction/works like sections A to M, and of services like sections P to U. A section such as Section M, ‘Residual attributes for transport’, may be used to give an additional description for supply or service codes. The supplementary codes are generic and are not designed to fit a specific code in the Main Vocabulary. Users are advised to use the closest attribute in the Supplementary Vocabulary to fit their need, provided that it belongs to a section coherent with the meaning of the Main Vocabulary code.
Opinion of the High Level Group - 2008 File 73.0 kB
 
Electronic Catalogues in Electronic Public Procurement, Executive Summary - Set. 2007 File 95.8 kB
The current use of eCatalogues in public procurement demonstrates significant interoperability limitations, reducing the possibilities for efficiency-gains through their automated processing and re-usability. In this respect, all stakeholders are recommended to work towards standardising the use of eCatalogues in the context of public procurement, both for the pre and post-award phases.
Electronic Catalogues in Electronic Public Procurement, State of Play - Set. 2007 File 1.0 MB
The new EU Directives 2004/17/EC and 2004/18/EC on public procurement authorise the use of eCatalogues as a new tool for tender submission. Electronic catalogues in this context are defined as “supplier prospectuses”, i.e. electronic documents, which are exclusively created and maintained by suppliers and which describe the offered products/services and prices in reply to a specific call for competition. eCatalogue prospectuses may, under certain conditions, form tenders (or parts of them) in a public procurement competition.
Electronic Catalogues in Electronic Public Procurement, Standardisation Initiatives - Set. 2007 File 1.7 MB
Electronic catalogues are widely used by public administrations across Europe to electronically support post-awarding needs for eOrdering and eInvoicing in eProcurement, mainly for repetitive contracts. Although the use of eCatalogues in post-awarding phases already provides benefits for both suppliers and buyers, their use in the complete eProcurement lifecycle (including pre-awarding phases) can offer additional benefits, including increased competition, cost-efficiency, automated processing, cutting “red-tape” and reducing time-limits in procurement processes.
Electronic Catalogues in Electronic Public Procurement, Functional Requirements Report - Set. 2007 File 712.5 kB
The new EU Directives on public procurement 2004/17/EC and 2004/18/EC, adopted in April 2004 by the European Parliament and Council, authorise for the first time the use of electronic means to conduct a public procurement procedure, including the use of electronic catalogues to form and submit tenders. The [Func. Reqs Vol I] report, issued in 2004, examines the implementation of an electronic public procurement system that would be compliant with the EU Directives through the definition of functional and non-functional requirements. However, it did not consider the specific processes for using electronic catalogues in public procurement practices. The present report follows the same approach as [Func. Reqs Vol I] identifying legal, functional and non-functional requirements for eCatalogues to be used in public procurement procedures. It also takes into account the findings of the [SoP] and [SIR] reports undertaken in the context of this study.
Itália - e-Procurement na Administração Pública - Set. 2007 File 1.9 MB
L’utilizzo di strumenti elettronici, basati sulle tecnologie dell’informazione e della comunicazione, a supporto dei processi di acquisto (in una parola l’eProcurement) si sta diffondendo molto bene anche nella Pubblica Amministrazione (PA) italiana.
Electronic Transmission of Procurement Notices for Publication Vol I Main Report - Jul. 2007 File 1.4 MB
Volume I (Main Report) – presents recommendations and a roadmap for the introduction of a framework supporting the mandatory electronic transmission of procurement notices for publication. It corresponds to phase 3 of the study.
Electronic Transmission of Procurement Notices for Publication Vol II Country Sheets - background information - Jul. 2007 File 2.0 MB
Volume II (Background information – Country Sheets) - presents the individual Country Sheets, describing in a structured format the current setting of each investigated country regarding the publication of procurement notices. This background volume corresponds to phase 1 of the study.
Eletronic Trnsmission of Procurement Notices for Publication Vol III Analytical Framework - Background Information - Jul. 2007 File 1.1 MB
This document constitutes Volume III of the Final report of the “Electronic transmission of Procurement notices for publication” project, discussing the mandatory utilization of electronic means for the publication of notices, the opportunities for modernizing existing practices and the elaboration of an administrative and technical framework, which can be adopted by the competent authorities in Europe, for improving the current setting.
European eProcurement: an overview - Jun. 2006 File 65.5 kB
Public procurement is a key sector of the EU economy accounting for about 16% of GDP. Two new directives have entered into force in 2006 giving a uniform legislative framework all over Europe. From the political perspective, the European Union has fixed ambitious objectives for eProcurement by 2010: 100% electronic availability and 50% real use for procurement procedures above the legal thresholds. These objectives are specified in the i2010 eGovernment action plan.
Strategic Guide to e-Procurement - Mai. 2006 File 529.3 kB
 
Suiça - The Role of Information Technology in Procurement in the Top 200 Companies in Switzerland - 2006 File 1.6 MB
The procurement organisation can significantly influence the success of a company. These days it operates in a dynamic, complex environment and in order to operate efficiently and effectively it has to create appropriate structures and make use of suitable instruments. Information technology can play an important role in this.
Functional Requirements for Conducting Electronic Public Procurement under the EU Framework - Vol I - Jan. 2005 File 724.3 kB
The new public procurement directives set the legislative framework for public eProcurement in Europe, which should be adopted by all Member States by 31 of January 2006. To assist public administrations in building eProcurement systems in compliance with the new directives, a public eProcurement project was launched in 2003, under the Interchange of Data between Administrations programme (IDA) with a twofold objective: · to develop functional requirements and suggest technical solutions for the implementation of electronic public procurement systems in compliance with the new legislative framework · to create eLearning demonstrators simulating the public eProcurement functionalities described by the new directives, allowing administrations and suppliers to familiarise themselves and to experiment with it
Public Procurement in Europe - 2005 File 1.6 MB
The Italian Instant Book on public procurement (IBP) is an explanatory handbook of the different public procurement systems in Europe and, as such, a valuable contribution to the stakeholders and practitioners in European public procurement. It outlines the basic EC procurement regime explaining how it applies in the various national procurement environments. It gives a comprehensive insight into each contributor state’s national contract law and its legal basis in relation to the underlying principles in the EC Treaty. Furthermore, it provides a comparative survey of the implementation of EC law nationally, the structure of national rules and practical application of the rules through the legislative and institutional frameworks of each state. The manner and methods in which public procurements and award procedures are conducted are also explained in detail.
Functional Requirements for Conducting Electronic Public Procurement under the EU Framework - Vol II - Jan. 2005 File 331.7 kB
This document constitutes Volume II of the Functional Requirements (FReq) report, discussing technical aspects related to the design and implementation of eProcurement systems. The current document includes information deduced from the conclusions of all three development iterations of the IDA Public eProcurement project, encompassing the completion of all static and dynamic Demonstrators for Individual Contracts, Repetitive Purchases and eAuctions.
e-Invoicing and e-Archiving taking the next step - 2005 File 3.8 MB
Companies are convinced of the benefits and some took the first steps a few years ago with EDI, although they still have to take the next step, i.e. get rid of parallel paper streams and paper archiving thus improving return on investment and compliance. Another substantial number of companies have engaged in scanning projects, but this is also an intermediate step towards full e-Invoicing and e-Archiving. Other companies have waited till now, and are catching up. They are now implementing their e-Invoicing and e-Archiving projects, or plan to do so soon. We also see that the technology for e-Invoicing and e-Archiving is still based on mature EDI communication and that emerging technologies like Advanced Electronic Signatures are not very well known and not much used. Most companies do not outsource invoicing processes, although EIPP and EBPP platforms are available all over Europe, but the reason for this may be because there is no real pan-European platform in existence for the moment. Archiving of invoices is still done on paper and on a local basis. In other words, complete dematerialized, paperless e-Invoicing and e-Archiving are still at an early stage. The legislation is ready, the technology exists, so it’s now up to companies to take the next step.
Review of E-procurement Demonstration Projects - 2005 File 822.6 kB
 
Combining Service Excellence with Profitability - “The New Contact Center Best Practices” - Mar. 2004 File 312.2 kB
 
The Insider’s Guide to Knowledge Management ROI - Quantifying Knowledge - Enable Customer Service And Support - Fev. 2004 File 89.4 kB
 
Outsourcing of Public Services in Australia: Seven Case Studies - 2004 File 130.2 kB
The paper starts with a brief introduction to the main principles of outsourcing and a description of the recent history of outsourcing in the two largest states, New South Wales and Victoria. The main part of the paper then describes seven case studies which exemplify the process and possible outcomes of outsourcing. The case studies are not randomly selected. Indeed reported results of outsourcing are likely to be biased towards success stories because governments usually suppress poor results. Consistent with other studies, in five of the reported case studies, outsourcing cut costs or raised the quality of services, or both. These examples indicate that there are significant potential gains from outsourcing. However, the potential gains are not always achieved. To achieve these gains, contracting out often requires significant structural reform of an organization and always requires detailed planning and ongoing agency commitment. As the other two case studies show, with poor management contracting-out can produce expensive outcomes or major service failures.
Outsourcing in Government: Pathways to Value - Mai. 2003 File 1.8 MB
Outsourcing in Government: The Path to Transformation, answered the following questions: What are the prospects for outsourcing in government today? How extensively are government agencies using outsourcing? What objectives are they pursuing, what results are they achieving, and what lessons can we learn from their experiences to date?
Mission-Critical Email Customer Service - 10 best practices for success - 2002 File 539.8 kB
When soda cans and chocolate wrappers start carrying email contact information, you know that emailbased customer service is here to stay. This widespread adoption would seem to suggest that companies have discovered that emails are an effective and efficient way of communicating with customers.
Show Me the ROI! - 2002 File 273.7 kB
 
The Dark Secret of ERP ROI - 2002 File 97.4 kB
 
Outsourcing of Public Information Systems - 2001 File 225.2 kB
This paper will focus on the explanation of two factors for improvement the performance of the public administration. Outsourcing or the process of using external capacity for provision of particular function has been around for a while and already triggered serious questions for the practice and theory of public administration. The Information Technologies are the other interacting factor, which has exhibits many specific features compared with the non-digital service. Hereinafter I present observations on the common steps in the process of outsourcing of IT in the public sector and try to explain some of the empirically encountered problems.

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