BINGHAM DANA

Date: December 22, 1999

Re: "Ten Commandments" for Procurement

A. Background

The criteria for a good procurement for municipal services have four elements:

  • How fair they are.

  • How they are managed.

  • What they obtain for the client.

  • How well the benefits obtained can be sustained.

1. The benefits to be obtained should be framed with reference to optimum municipal needs, rather than focused on what public or private providers can offer.

a. Each should be challenged to provide the same services, and the performance evaluated objectively on the same criteria at the same time.

2. The methodology for procurement should be a standard and unambiguous one, so that

a. public sector costs to conduct the procurement do not proportionately exceed the benefits to be obtained;

b. evaluation may be conducted on a transparent and objective basis; and

c. the time required for negotiation (as a result of undefined issues) does not consume the economic benefits to be obtained.

3. The persons responsible for the selection process should be entirely disinterested in the process.

a. no interest in the possibility in the procurement of providing the same services as are being evaluated either in the municipality in question or elsewhere;

b. no interest in providing other operating services to the same client; and

c. no general interest in future comparative economic standing of evaluator and competitors.

4. The contract should be one reflecting arrangements which have a high likelihood of sustainability over the contract term, as a consequence of

a. adequate cash flow to cover objective estimates of operating costs;

b. allocation of contingent risks consistent with the returns available from the contracts;

c. contemplation of consequences of growth or decline in future operating requirements; and

d. few change orders should be required because forecast management is good.

5. Implementation of the entire procurement process and subsequent contract administration should be framed by public specifications

a. correspondence to objectives;

b. limits to complexity;

c. emphasis on total balanced contract procurement package, not simply lowest price

d. maintenance of public control of accountability.

6. The procurement should address the key issues which could otherwise distinguish public and private procurements unless addressed specifically

a. treatment of benefits of employees;

b. working standards; and

c. net after tax cost of service (considering e.g. finance costs property taxability)

 

B. Ten Commandments

A first cut at "decaloguing" these observations might be something like the following:

 

1. Clear and sustained definition of the hurdles privatization procurement must meet to replace public provision of service and the benefits sought to be obtained from it.

2. Transparent procurements on the basis of commonly recognized objective standards, designed to elicit contractor creativity.

3. No direct or indirect conflicts of interest of advisors to public with competitors for procurement, or its subsequent operation.

4. Cost control of the process of procurement development through use of demonstrated objective models.

5. Cost control of the procurement negotiation process through defined timetables.

6. Direct address of potential differences in public and private costing, e.g. labor; taxation.

7. Sustainable contracts for public and private participants, based on industry standards, with respect to margins, risk allocation and adaptability to future change.

8. Change order control through realistic appraisal during procurement of feasibility of contractor and public proposals.

9. Municipal - not consultant - assessment of the net benefits of all aspects of privatization packages, relative to objective standards initially established.

10. Provision for on-going continued municipal responsibility for contract management and facility access to assure cost effective achievement of municipal goals.

 

C. Sound Byte Positive ("Good Housekeeping Pledge")

A good procurement is:

- Fairly run

- Municipal results focused

- Cost effective

- Objective in public/private comparisons

- Sustainable over time

- Realistic in selection

- Productive of private innovative proposals

- Non-bureaucratic

- Municipal not consultant-centered

- Demonstrable in result

D. Sound Byte/Negative ("What Every Municipal Government Should Know")

A good procurement is not:

- Purely decided on a single criterion

- Cheap but unrealistic long term

- Managed by parties with potential conflicts of interest

- So high priced potential benefits are lost

- Protracted and costly to public sector

- Over-managed by consultants

- Unfair in its treatment of labor

- Unfairly costly to proposing contractors

- Unable to tap private creativity in proposals

- Likely to be consultant-managed after completion