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Aktuelles Vergaberecht in 15 Minuten: Wann sind Bieterfragen öffentlich zu beantworten?

When are bid­der ques­tions to be answered pub­licly?

In pub­lic pro­cure­ment pro­ce­dures, there are many spe­cial fea­tures and chal­lenges that both con­tract­ing author­i­ties and bid­ders must take into account. A recent deci­sion by the North Bavar­i­an Pub­lic Pro­cure­ment Cham­ber dat­ed Sep­tem­ber 11, 2024 (Ref.: RMF-SG21-3194–9‑18) dealt with when bid­der ques­tions must be answered pub­licly. In this arti­cle, we sum­ma­rize the key points for you.

Click here for the video of the dis­cus­sion of the deci­sion:

Bid­der ques­tions and their role in the award pro­ce­dure — Deci­sion of the North Bavar­i­an Pub­lic Pro­cure­ment Cham­ber

In a recent deci­sion, the North Bavar­i­an Pub­lic Pro­cure­ment Cham­ber (VK) clar­i­fied how to deal with bid­der ques­tions in the con­text of award pro­ce­dures. In a pro­ce­dure in which plan­ning ser­vices for bridges were ten­dered in two lots, a dis­pute arose about how to deal with ques­tions and how to answer them. The deci­sion has both prac­ti­cal and legal sig­nif­i­cance for con­tract­ing author­i­ties and bid­ders.

Back­ground and facts

The ten­der com­prised plan­ning ser­vices in two lots, each for con­struc­tion super­vi­sion and con­struc­tion man­age­ment for a tem­po­rary bridge and bypass. From the out­set, the pro­ce­dure was char­ac­ter­ized by numer­ous changes and queries, which led to a total of 23 change notices. Par­tic­u­lar­ly strik­ing: some answers to bid­der ques­tions were not com­mu­ni­cat­ed pub­licly by the client, but only pri­vate­ly to indi­vid­ual bid­ders.

A few days before the bid dead­line, one bid­der asked a series of ques­tions, some of which were only answered on the day the dead­line expired — again, only pri­vate­ly. After sub­mit­ting his bid, this bid­der lodged a com­plaint, as he felt that the answers would also have been rel­e­vant for oth­er par­tic­i­pants.

Deci­sion-mak­ing by the pub­lic pro­cure­ment tri­bunal: prin­ci­ple and excep­tions

The pro­cure­ment cham­ber con­firmed the gen­er­al prin­ci­ple that answers to bid­ders’ ques­tions must always be made avail­able to all bid­ders. This is nec­es­sary to ensure equal oppor­tu­ni­ties and trans­paren­cy in com­pe­ti­tion. How­ev­er, it named excep­tions that may jus­ti­fy a pri­vate response:

  1. Indi­vid­ual mis­un­der­stand­ing of a bid­der: If the ques­tion has no gen­er­al rel­e­vance, it may be answered indi­vid­u­al­ly.
  2. Busi­ness secrets: Infor­ma­tion con­cern­ing trade or busi­ness secrets may be pro­tect­ed.
  3. Lack of mate­r­i­al con­nec­tion: Ques­tions with­out a rec­og­niz­able con­nec­tion to the ten­der can also be clar­i­fied pri­vate­ly.

In this case, how­ev­er, the VK Nord­bay­ern saw vio­la­tions, as answers to ques­tions of rel­e­vance to the cal­cu­la­tion — such as the scope of ser­vices for plan and sup­ple­men­tary audits — were only passed on pri­vate­ly. Such infor­ma­tion should have been made avail­able to all bid­ders.

Con­se­quences and infringe­ment

The award­ing cham­ber found that the pri­vate answer­ing of these rel­e­vant ques­tions vio­lat­ed the rights of the oth­er bid­ders. It could not be ruled out that the addi­tion­al infor­ma­tion would have influ­enced the appli­can­t’s com­pet­i­tive suc­cess by caus­ing oth­er bid­ders to cal­cu­late their bids dif­fer­ent­ly. The CC there­fore decid­ed to sus­pend the pro­ce­dure and con­duct it again.

Crit­i­cal clas­si­fi­ca­tion: Where the pro­cure­ment cham­ber leaves lee­way

The deci­sion of the VK Nord­bay­ern is large­ly in line with estab­lished case law, but shows a gen­er­ous inter­pre­ta­tion of the exemp­tion rules. This har­bors risks:

  • Indi­vid­ual respons­es: The indi­ca­tion that pri­vate respons­es are per­mis­si­ble in the event of “mis­un­der­stand­ings” or facts that are already known could tempt clients to be too lax in their approach to the prin­ci­ple of trans­paren­cy.
  • Pass­ing on infor­ma­tion in the event of cor­rec­tions: Accord­ing to many experts, even minor infor­ma­tion, such as revised doc­u­ments, should also be made avail­able to all bid­ders in order to ensure equal oppor­tu­ni­ties.

How­ev­er, the award­ing cham­ber remains strin­gent in its expla­na­tions: As soon as a ques­tion is asked which the award­ing author­i­ty answers, the answers must be addressed to all bid­ders — regard­less of how tight the dead­line for sub­mit­ting a bid is.

Con­clu­sion: trans­paren­cy wins

The deci­sion of the VK Nord­bay­ern under­lines the fact that trans­paren­cy is an indis­pens­able cor­ner­stone of the award pro­ce­dure.

Bid­ders should be able to trust that infor­ma­tion is pro­vid­ed equal­ly and com­pre­hen­sive­ly.

Clients are well advised to com­mu­ni­cate bid­der ques­tions and answers strict­ly anony­mous­ly and pub­licly in order to avoid unnec­es­sary legal risks.

Fur­ther insights and detailed expla­na­tions of the deci­sion can be found in our video on the YouTube chan­nel abante Recht­san­wälte. Take a look!

* Note: This legal tip is not a sub­sti­tute for legal advice in indi­vid­ual cas­es. It is by nature incom­plete, does not relate to your case and is also a snap­shot in time, as the legal basis and case law change over time. It can­not and does not intend to cov­er all con­ceiv­able con­stel­la­tions. It is intend­ed to pro­vide you with infor­ma­tion and ini­tial guid­ance and is intend­ed to moti­vate you to clar­i­fy legal issues at an ear­ly stage, but not to dis­cour­age you from doing so. abante Recht­san­wälte was not involved in the pro­ceed­ings and did not rep­re­sent any par­ty in the dis­pute.

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