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Väsentliga förändringar – under och efter genomförandet av offentlig upphandling av byggentreprenadkontrakt

Petersson, Ragnar LU (2013) JURM02 20131
Department of Law
Abstract (Swedish)
De inom upphandlingsrätten centrala principerna om likabehandling och öppenhet ska beaktas under och efter genomförandet av en offentlig upphandling av ett byggentreprenadkontrakt. En upphandlande myndighet ska därför i detalj planera genomförandet av upphandlingen och i ett förfrågningsunderlag ange sina krav på upphandlingsföremålet och på leverantören. Vidare ska den upphandlande myndigheten fullfölja planeringen och inte frångå eller ändra de uppställda kraven på ett sådant sätt att principerna om likabehandling och öppenhet inskränks.

Den civilrättsliga entreprenadjuridiken får anses utgöra en motpol till upphandlingsrätten eftersom ändringar och justeringar under ett kontrakts löptid ofta ses som en självklarhet. Således finns... (More)
De inom upphandlingsrätten centrala principerna om likabehandling och öppenhet ska beaktas under och efter genomförandet av en offentlig upphandling av ett byggentreprenadkontrakt. En upphandlande myndighet ska därför i detalj planera genomförandet av upphandlingen och i ett förfrågningsunderlag ange sina krav på upphandlingsföremålet och på leverantören. Vidare ska den upphandlande myndigheten fullfölja planeringen och inte frångå eller ändra de uppställda kraven på ett sådant sätt att principerna om likabehandling och öppenhet inskränks.

Den civilrättsliga entreprenadjuridiken får anses utgöra en motpol till upphandlingsrätten eftersom ändringar och justeringar under ett kontrakts löptid ofta ses som en självklarhet. Således finns det vid offentlig upphandling av byggentreprenadkontrakt risk för konflikt mellan dessa två rättsområden.

För att säkerställa att principerna om likabehandling och öppenhet upprätthålls har det utvecklats en praxis som förbjuder så kallade väsentliga förändringar av pågående upphandlingar och efter offentlig upphandling ingångna kontrakt. Om en väsentlig förändring företagits medför det att en pågående upphandling måste göras om och om det rör sig om ett ingånget kontrakt att det ogiltigförklaras.

I denna uppsats utreds för det första vad som utgör en väsentlig förändring av en pågående upphandling av en byggentreprenad som medför att upphandlingen måste göras om. För det andra utreds i uppsatsen vad som utgör en väsentlig förändring av ett efter offentlig upphandling ingånget offentligt byggentreprenadkontrakt som medför att en upphandlande myndighet anses ha genomfört en ny upphandling.

I uppsatsen dras ett antal slutsatser beträffande vilka situationer och omständigheter, som medför att väsentliga förändringar föreligger. Den gemensamma nämnaren i de olika bedömningarna för huruvida en väsentlig förändring föreligger är att de utmynnar i den hypotetiska frågeställningen om det är tänkbart att förutsättningar i upphandlingen eller det tilldelade kontraktets villkor ändrats så mycket av förändringen att det finns en möjlighet att anbudsgivare eller potentiella anbudsgivare, på grund av ändringen, skulle kunna ha agerat annorlunda vid det ursprungliga upphandlingsskedet. (Less)
Abstract
The principles of equal treatment and transparency are fundamental within the legal area of public procurement law and must be taken into account during and after an award procedure of a construction contract. Therefore, a procuring authority has to plan the award procedure in detail and must specify the requirements of the procurement object and on the contractor, respectively. Furthermore, the procuring authority has to fulfil the original stated plan and is therefore not entitled to waive or amend any of their established requirements in a way that violates the principles of equal treatment and transparency. However, the legal area of civil construction law can be considered as an antipode to the public procurement law. The reason for... (More)
The principles of equal treatment and transparency are fundamental within the legal area of public procurement law and must be taken into account during and after an award procedure of a construction contract. Therefore, a procuring authority has to plan the award procedure in detail and must specify the requirements of the procurement object and on the contractor, respectively. Furthermore, the procuring authority has to fulfil the original stated plan and is therefore not entitled to waive or amend any of their established requirements in a way that violates the principles of equal treatment and transparency. However, the legal area of civil construction law can be considered as an antipode to the public procurement law. The reason for this is that the possibility to amend and adjust a contract is within this legal area taken for granted. Therefore, during a public award procedure of a construction contract, there is a risk of conflict between these two legal areas.

A prohibition against the so-called material changes has been developed in established practice in order to reassure that the principles of equal treatment and transparency are being upheld. The prohibition concerns material changes made during on-going award procedures and material changes made after the award procedure, when the parties are concluding the contract. The consequence of a material change of an on-going award procedure is that the procedure has to be redone. The consequence of a material change of a public contract is that the contract is annulled.

Firstly, this essay examines the circumstances that cause a material change of an on-going award procedure of a construction contract that results in the consequence that the award procedure has to be redone. Secondly, this essay examines the circumstances that cause a material change after a public procurement concluded public construction contract with the consequence that the authority is considered to have carried out a new procurement.

In the essay, several conclusions regarding situations and circumstances that cause a material change are drawn. The common denominator in the various judgements, whether a material change exits or not, is that the judgements end in the same hypothetical question. The hypothetical question reads if the conditions in the procurement or the terms of the contract have been amended to such an extent, that it is likely to have an impact on the identity of the participants or potential participants, and if it is likely that they in the case of the amendment would have acted differently in the initial stage of the public procurement. (Less)
Please use this url to cite or link to this publication:
author
Petersson, Ragnar LU
supervisor
organization
alternative title
Material changes - during and after an award procedure of a construction contract
course
JURM02 20131
year
type
H3 - Professional qualifications (4 Years - )
subject
keywords
upphandlingsrätt, entreprenadjuridik, väsentliga förändringar, allmän förmögenhetsrätt, offentlig rätt
language
Swedish
id
3968675
date added to LUP
2013-09-26 13:15:24
date last changed
2013-09-26 13:15:24
@misc{3968675,
  abstract     = {The principles of equal treatment and transparency are fundamental within the legal area of public procurement law and must be taken into account during and after an award procedure of a construction contract. Therefore, a procuring authority has to plan the award procedure in detail and must specify the requirements of the procurement object and on the contractor, respectively. Furthermore, the procuring authority has to fulfil the original stated plan and is therefore not entitled to waive or amend any of their established requirements in a way that violates the principles of equal treatment and transparency. However, the legal area of civil construction law can be considered as an antipode to the public procurement law. The reason for this is that the possibility to amend and adjust a contract is within this legal area taken for granted. Therefore, during a public award procedure of a construction contract, there is a risk of conflict between these two legal areas. 

A prohibition against the so-called material changes has been developed in established practice in order to reassure that the principles of equal treatment and transparency are being upheld. The prohibition concerns material changes made during on-going award procedures and material changes made after the award procedure, when the parties are concluding the contract. The consequence of a material change of an on-going award procedure is that the procedure has to be redone. The consequence of a material change of a public contract is that the contract is annulled.

Firstly, this essay examines the circumstances that cause a material change of an on-going award procedure of a construction contract that results in the consequence that the award procedure has to be redone. Secondly, this essay examines the circumstances that cause a material change after a public procurement concluded public construction contract with the consequence that the authority is considered to have carried out a new procurement.

In the essay, several conclusions regarding situations and circumstances that cause a material change are drawn. The common denominator in the various judgements, whether a material change exits or not, is that the judgements end in the same hypothetical question. The hypothetical question reads if the conditions in the procurement or the terms of the contract have been amended to such an extent, that it is likely to have an impact on the identity of the participants or potential participants, and if it is likely that they in the case of the amendment would have acted differently in the initial stage of the public procurement.},
  author       = {Petersson, Ragnar},
  keyword      = {upphandlingsrätt,entreprenadjuridik,väsentliga förändringar,allmän förmögenhetsrätt,offentlig rätt},
  language     = {swe},
  note         = {Student Paper},
  title        = {Väsentliga förändringar – under och efter genomförandet av offentlig upphandling av byggentreprenadkontrakt},
  year         = {2013},
}