Sittings · Document
Amendment 001-068 - Pekka Toveri, Anna-Maja Henriksson - Report A10-0275/2025 - Simplification of intra-EU transfers of defence-related products and simplification of security and defence procurement (Omnibus V)
9.9.2026 A10-0275/ 001-068
AMENDMENTS 001-068
by the Committee on Security and Defence, Committee on the Internal Market and Consumer Protection
Report
Pekka Toveri, Anna-Maja Henriksson A10-0275/2025
Simplification of intra-EU transfers of defence-related products and simplification of security and defence procurement (Omnibus V)
Proposal for a directive (COM(2025)0823 – C10-0120/2025 – 2025/0177(COD))
_____________________________________________________________
Amendment 1
Proposal for a directive
Recital 1
| Text proposed by the Commission | Amendment |
| (1) The Union is facing an acute and growing threat, as underscored in the White Paper on European Defence Readiness 20301 , linked in particular to the return of full-scale conflict in Europe. In response to the escalating security challenges, it is imperative that the Union takes decisive action to bolster its defence capabilities. A crucial aspect of this effort is the need to ramp up the Union’s defence production capacity in the Union, enabling it to respond effectively to emerging security demands. There is urgency to ramp up European defence readiness to ensure that the Union has a strong and sufficient European defence posture by 2030 at the latest. | (1) The Union is facing an acute and growing threat, as underscored in the White Paper on European Defence Readiness 20301, linked in particular to the return of full-scale conflict in Europe and to the hybrid threats posed by Russia as well as the destabilisation strategies it employs against its neighbours and EU Member States. In response to the escalating security challenges and to strengthen its strategic autonomy and resilience, it is imperative that the Union takes decisive action to bolster its defence capabilities and remains steadfast in its support of Ukraine in face of Russia’s war of aggression. A crucial aspect of this effort is the need to ramp up the Union’s defence production capacity in the Union, improve its security of supply and accelerate the integration of the EU defence industry with the aim of achieving a genuine EU internal market for defence-related products and services, enabling the Union to respond effectively to emerging security demands. There is urgency to ramp up European defence readiness to ensure that the Union and its Member States have a strong and sufficient European defence posture in close cooperation with NATO by 2030 at the latest. |
| _________________ | _________________ |
| 1 JOIN(2025) 120 final, 19 March 2025. | 1 JOIN(2025) 120 final, 19 March 2025. |
Amendment 2
Proposal for a directive
Recital 2
| Text proposed by the Commission | Amendment |
| (2) To achieve the goal of increasing the defence readiness of the Member States and the Union, regulatory simplification and harmonisation are essential. By streamlining and aligning regulatory frameworks, the Union can create a more conducive environment for defence industries to operate, innovate, and produce the necessary capabilities to ensure European security and defence readiness. The Joint White Paper on European Defence Readiness 20302 outlined the objectives for this simplification of legislation impacting the defence readiness. | (2) To achieve the goals of increasing the defence readiness of the Member States and the Union, improving the functioning of the internal market, regulatory simplification and harmonisation, fostering EU’s strategic autonomy, transparency, accountability, due diligence and oversight, fair and decent working conditions, as well as preventing and tackling abuse, fraud, criminal infiltration, corruption and labour exploitation are essential, including in relation to certification and export control. By streamlining and aligning regulatory frameworks, the Union can create a more conducive environment for defence industries, including small and medium-sized enterprises and mid-caps, to operate, scale, innovate in line with the Union's values, and produce the necessary capabilities to ensure European security and defence readiness. The Joint White Paper on European Defence Readiness 20302 outlined the objectives for this simplification of legislation impacting the defence readiness. At the same time, by the end of 2026, the Union must lay down a unified framework in line with relevant NATO standardisation agreements, in order to avoid duplication, promote interoperability and reduce the total number of weapons systems that are available and in use in the EU. Reference should also be made to the targets set out in the European Defence Industrial Strategy (EDIS), which aim to make EU-level cooperation the norm in the European defence industrial sector, notably through concrete objectives of at least 40 % of common procurement by 2030, at least 35 % of intra-EU trade by 2030, and at least 50 % of procurement of EU-made defence products by 2030 and 60 % by 2035. |
| _________________ | _________________ |
| 2 Joint White Paper for European Defence Readiness 2030: JOIN/2025/120 final, 19.03.2025. | 2 Joint White Paper for European Defence Readiness 2030: JOIN/2025/120 final, 19.03.2025. |
Amendment 3
Proposal for a directive
Recital 3
| Text proposed by the Commission | Amendment |
| (3) Transfers of defence-related products within the Union are subject to prior authorisation through general, global or individual transfer licences granted or published by the Member State from whose territory the supplier wishes to transfer defence-related products. Member States may exempt transfers of defence-related products from the obligation of prior authorisation in specific cases listed in Directive 2009/43/EC of the European Parliament and of the Council3 . Taking into account the developments in the security situation and the introduction of Union defence industrial programmes, aimed in particular at reinforcing cross-border cooperation within the Union, it is appropriate to extend the list of cases in which Member States may exempt transfers from prior authorisation. In particular, such possibility should be provided in relation to transfers necessary for the implementation of projects funded by Union defence industrial programmes, transfers in the framework of structured cross-border industrial partnerships, transfers to Union institutions and bodies and to the European Defence Agency, transfers in case of an emergency resulting from a crisis and transfers linked to military and defence assistance resulting from Union actions under Article 28 of the Treaty on the European Union. . | (3) Transfers of defence-related products within the Union are subject to prior authorisation through general, global or individual transfer licences granted or published by the Member State from whose territory the supplier wishes to transfer defence-related products. The security situation requires to consistently establish approval and certification procedures regulated at EU level for new production facilities and export licenses for defence products. Member States may exempt transfers of defence-related products from the obligation of prior authorisation in specific cases listed in Directive 2009/43/EC of the European Parliament and of the Council3. Taking into account the developments in the security situation, the establishment of an EU internal market for defence-related products and services, and the introduction or continuation of European collaborative defence projects such as under the framework of the Permanent Structured Cooperation (PESCO), which include the creation or revitalisation of regional defence-industry clusters, strengthening local industrial capacities, promoting technology transfer, synergies and industrial scaling, and reinforcing critical supply chains while extending benefits across Member States, projects funded under Union defence industrial programmes, European Defence Projects of Common Interest or collaborative armament programmes between Member States (Co-Rapporteurs), including under Structures for European Armament Programmes (SEAPs) aimed in particular at reinforcing cross-border cooperation within the Union, it is appropriate to extend the list of cases in which Member States may exempt transfers from prior authorisation. Exemptions should facilitate timely availability of capabilities and predictable conditions for industry, including SMEs and small mid-caps, across the EU internal market. In particular, such exemptions should be provided in relation to transfers necessary for the implementation of European collaborative defence projects, such as under the framework of PESCO, projects funded by Union defence industrial programmes, European Defence Projects of Common Interest or collaborative armament programmes between Member States including under SEAPs, transfers in the framework of European strategic cross-border partnerships, transfers to Union institutions and bodies and to the European Defence Agency, transfers in case of an emergency resulting from a crisis or in a situation where the EU's mutual assistance clause provided for in Article 42(7) TEU is activated by one or several Member States and transfers linked to military and defence assistance resulting from Union actions under Article 28 of the Treaty on the European Union. |
| _________________ | _________________ |
| 3 Directive 2009/43/EC of the European Parliament and of the Council of 6 May 2009 simplifying terms and conditions of transfers of defence-related products within the Community (OJ L 146, 10.6.2009, p. 1, ELI: http://data.europa.eu/eli/dir/2009/43/oj). | 3 Directive 2009/43/EC of the European Parliament and of the Council of 6 May 2009 simplifying terms and conditions of transfers of defence-related products within the Community (OJ L 146, 10.6.2009, p. 1, ELI: http://data.europa.eu/eli/dir/2009/43/oj). |
Amendment 4
Proposal for a directive
Recital 4
| Text proposed by the Commission | Amendment |
| (4) A well-functioning transfer system across Member States is a prerequisite of a Union-wide market for defence. The quickly evolving security landscape requires additional flexibility allowing the Commission and Member States to react in a targeted and agile way. Therefore, the Commission should be empowered to adopt delegated acts in accordance with Article 290 of the Treaty on the Functioning of the European Union to define certain non-essential elements of the transfer framework. Such delegated acts could define a harmonized approach for the implementation of Article 4(8), such as by defining ‘sensitive’ components or by introducing a de minimis rule. Furthermore, it is appropriate to empower the Commission, either upon request of a Member State or on its own initiative, to add new cases where Member States would be enabled to introduce exemptions from the obligation of prior authorisation, thereby allowing for increased flexibility and potential for simplified and accelerated intra-Union transfers of defence-related products. | (4) A well-functioning transfer system across Member States is a prerequisite of a Union-wide market for defence, fostering cross-border cooperation between economic entities operating in the field of defence, enhancing knowledge transfer across entities from all over the Union, encouraging innovation and deepening the EU internal market. The quickly evolving security landscape requires additional flexibility allowing the Commission and Member States to react in a targeted and agile way. Therefore, the Commission should be empowered to adopt delegated acts in accordance with Article 290 of the Treaty on the Functioning of the European Union to define certain non-essential elements of the transfer framework. Such delegated acts should define a harmonized approach for the implementation of Article 4(8), such as by defining ‘sensitive’ components or by introducing a de minimis rule. Furthermore, it is appropriate to empower the Commission, either upon request of a Member State or on its own initiative, to add new cases where Member States would be enabled to introduce exemptions from the obligation of prior authorisation, thereby allowing for increased flexibility and potential for simplified and accelerated intra-Union transfers of defence-related products. |
Amendment 5
Proposal for a directive
Recital 7
| Text proposed by the Commission | Amendment |
| (7) To foster the uptake of certification by recipients and to facilitate cross-border collaboration and openness of supply chains within the Union, it is appropriate to extend the general transfer licence for transfers to certified recipients so that it also covers transfers by certified entities. Such undertakings have demonstrated strong capacity to comply with transfer and export control rules and have also supported important costs to achieve certification. They should be allowed to benefit from simplified and less burdensome possibilities to perform intra-Union transfers. | (7) To foster the uptake of certification by recipients and to facilitate cross-border collaboration, openness and the participation of SMEs and small mid-caps in defence supply chains within the Union, it is appropriate to extend the general transfer licence for transfers to certified recipients so that it also covers transfers by certified entities. Such undertakings have demonstrated strong capacity to comply with transfer and export control rules and have also supported important costs to achieve certification. They should be allowed to benefit from simplified and less burdensome possibilities to perform intra-Union transfers. Moreover, with the objective of supporting innovation and SMEs in the Union, the general transfer licence should also be extended to transfers that aim to support disruptive technologies or innovative industrial processes or address critical readiness. |
Amendment 6
Proposal for a directive
Recital 9
| Text proposed by the Commission | Amendment |
| (9) Directive 2009/43/EC provides that Member States may introduce general transfer licences other than those listed in Article 5(2) of that Directive. However, that possibility may be hampered by national rules limiting flexibility and the capacity of national controlling authorities to take full advantage of the instruments introduced by Directive 2009/43/EC. For instance, additional types of general transfer licences could concern transfers necessary for the implementation of projects funded by Union defence industrial programmes, intra-group transfers or transfers in case of urgency resulting from a crisis. It is thus appropriate to require Member States to enable, in their national legislation, the introduction of general transfer licences other than those listed in Article 5(2) of Directive 2009/43/EC. | (9) Directive 2009/43/EC provides that Member States may introduce general transfer licences other than those listed in Article 5(2) of that Directive. However, that possibility may be hampered by national rules limiting flexibility and the capacity of national controlling authorities to take full advantage of the instruments introduced by Directive 2009/43/EC. For instance, additional types of general transfer licences could concern transfers necessary for the implementation of projects funded by Union defence industrial programmes, intra-group transfers or transfers in case of a crisis. It is thus appropriate to require Member States to enable, in their national legislation, the introduction of general transfer licences other than those listed in Article 5(2) of Directive 2009/43/EC. |
Amendment 7
Proposal for a directive
Recital 10
| Text proposed by the Commission | Amendment |
| (10) The implementation of Union defence industrial programmes, such as the EDF, is often hindered by significant delays in the transfer of defence-related products, due to the lengthy and complex processes of obtaining transfer licences by Member States. Those delays can have a detrimental impact on the overall efficiency and effectiveness of these programmes and can undermine the ability of the Union and its Member States to develop and acquire the defence capabilities they need in a timely and cost-effective manner. To address this issue, it is necessary to introduce general transfer licences for these programmes. The scope of these general transfer licences should cover all defence-related products set out in the Annex to Directive 2009/43/EC and should also cover all the transfers, whether tangible or intangible, that the supplier has to perform for the implementation of the project. Member States could also provide that such licences could apply to the entire life cycle of the product developed in a given project, including production, maintenance and upgrade phases. The introduction of such general transfer licences would reduce delays, increase efficiency and facilitate collaboration between undertakings participating in these projects, thereby supporting the development of a strong and competitive Union defence industry. The terminology used in that context should be understood to be identical with that of a Model Grant Agreement4 for Union defence programmes. | (10) The implementation of Union defence industrial programmes, such as the EDF, is often hindered by significant delays in the transfer of defence-related products, due to the lengthy and complex processes of obtaining transfer licences by Member States. SMEs in particular are disproportionately affected by these delays, which means that they suffer competitive disadvantages compared to larger market players. Those delays have a detrimental impact on the overall efficiency and effectiveness of these programmes and can undermine the ability of the Union and its Member States to develop and acquire the defence capabilities they need in a timely and cost-effective manner. To address this issue, it is necessary to introduce general transfer licences for these programmes and for those carried out in the context of Structures for European Armament Programme (SEAPs). The scope of these general transfer licences should cover all defence-related products set out in the Annex to Directive 2009/43/EC and should also cover all the transfers, whether tangible or intangible, that the supplier has to perform for the implementation of the project, along the entire supply chain. Member States should also provide that such licences could apply to the entire life cycle of the product developed in a given project, including production, maintenance and upgrade phases. The introduction of such general transfer licences would reduce delays, increase efficiency and facilitate collaboration between undertakings participating in these projects, thereby supporting the development of a strong and competitive Union defence industry. The terminology used in that context should be understood to be identical with that of a Model Grant Agreement4 for Union defence programmes. |
| _________________ | _________________ |
| 4 The EDF Model Grant Agreement is available on the Commission website: https://ec.europa.eu/info/funding-tenders/opportunities/docs/2021-2027/edf/agr-contr/mga_edf_v1.0-01052023_en.pdf | 4 The EDF Model Grant Agreement is available on the Commission website: https://ec.europa.eu/info/funding-tenders/opportunities/docs/2021-2027/edf/agr-contr/mga_edf_v1.0-01052023_en.pdf |
Amendment 8
Proposal for a directive
Recital 11
| Text proposed by the Commission | Amendment |
| (11) Additionally, taking account of the technological evolution, it is necessary to adapt the rules on the information to be provided by suppliers of defence-related products, as the current provisions may prove burdensome in case of non-tangible technology transfers. It is appropriate to provide suppliers with the required flexibility while maintaining transparency and control, in order to facilitate the efficient and effective transfer of defence products within the Union. The need for the modification of the information requirement for non-tangible technology transfers requires a case-by-case assessment. Therefore, Member States should be given the possibility to apply such information requirements only as far as their application does not result in overly burdensome reporting obligations for the suppliers. | (11) Additionally, taking account of the technological evolution, it is necessary to adapt the rules on the information to be provided by suppliers of defence-related products, as the current provisions may prove burdensome in case of non-tangible technology transfers. It is appropriate to provide suppliers with the required flexibility while maintaining accountability, transparency and control, in order to facilitate the efficient and effective transfer of defence products within the Union. The need for the modification of the information requirement for non-tangible technology transfers requires a case-by-case assessment. Therefore, Member States should be given the possibility to apply such information requirements only as far as their application does not result in overly burdensome reporting obligations for the suppliers. |
Amendment 9
Proposal for a directive
Recital 14
| Text proposed by the Commission | Amendment |
| (14) To develop the necessary capabilities and military readiness to credibly deter armed aggression and secure the Union’s future, a massive increase in European defence investment is needed. Based on projections of gradual take-up, defence investment could reach at least EUR 800bn over the next four years, including the expenditure financed by the EUR 150bn from the Security and Action for Europe (SAFE) instrument established by Council Regulation (EU) 2025/11066 . Those significant investments in defence by Member States involve substantial public procurement. It is therefore appropriate to simplify certain provisions of Directive 2009/81/EC of the European Parliament and of the Council7 , which governs the procurement of defence and sensitive security works, goods and services, while maintaining a well-functioning Union-wide market for defence. Member States should be provided with both the flexibility to rapidly replenish their stocks and the ability to do so in a sustainable manner, which can best be achieved by fully exploiting the potential of the internal market. By streamlining the defence procurement rules in the Union, Member States should have the necessary agility to respond to emerging security needs, while also promoting a competitive and integrated European defence market to support their long-term defence capabilities. | (14) To develop the necessary capabilities and military readiness to credibly deter armed aggression and strengthen the Union’s security and strategic autonomy, a significant increase in national and collective European defence investment is needed. At the same time, fundamental structural reforms are essential to ensure that increased spending also leads to increased capabilities. Based on projections of gradual take-up, defence investment could reach at least EUR 800bn over the next four years, including the expenditure financed by the EUR 150bn from the Security and Action for Europe (SAFE) instrument established by Council Regulation (EU) 2025/11066, which may prove inadequate. Those significant investments in defence by Member States involve substantial public procurement. It is therefore appropriate to simplify certain provisions of Directive 2009/81/EC of the European Parliament and of the Council7, which governs the procurement of defence and sensitive security works, goods and services, while maintaining a well-functioning Union-wide market for defence. Member States should be provided with both the flexibility to rapidly replenish their stocks and the ability to do so in a sustainable manner, which can best be achieved by fully exploiting the potential of the internal market. By streamlining the defence procurement rules in the Union, Member States should have the necessary agility to respond to emerging security needs, while also promoting a competitive and integrated European defence market to support their long-term defence capabilities. |
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| 6 Council Regulation (EU) 2025/1106 of 27 May 2025 establishing the Security Action for Europe (SAFE) through the Reinforcement of the European Defence Industry Instrument (OJ L, 2025/1106, 28.5.2025, ELI: http://data.europa.eu/eli/reg/2025/1106/oj). | 6 Council Regulation (EU) 2025/1106 of 27 May 2025 establishing the Security Action for Europe (SAFE) through the Reinforcement of the European Defence Industry Instrument (OJ L, 2025/1106, 28.5.2025, ELI: http://data.europa.eu/eli/reg/2025/1106/oj). |
| 7 Directive 2009/81/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of procedures for the award of certain works contracts, supply contracts and service contracts by contracting authorities or entities in the fields of defence and security, and amending Directives 2004/17/EC and 2004/18/EC (OJ L 216, 20.8.2009, p. 76, ELI: http://data.europa.eu/eli/dir/2009/81/oj). | 7 Directive 2009/81/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of procedures for the award of certain works contracts, supply contracts and service contracts by contracting authorities or entities in the fields of defence and security, and amending Directives 2004/17/EC and 2004/18/EC (OJ L 216, 20.8.2009, p. 76, ELI: http://data.europa.eu/eli/dir/2009/81/oj). |
Amendment 10
Proposal for a directive
Recital 15
| Text proposed by the Commission | Amendment |
| (15) To achieve that goal, it is necessary to raise the threshold amounts for contracts covered by Directive 2009/81/EC. This adjustment would enable Member States to focus their resources on the most critical contracts, allowing for more effective allocation of their procurement budgets. At the same time, it would ease the administrative burden on the industry for smaller procurement procedures, which will help to reduce the regulatory complexity and costs associated with those contracts. | (15) To achieve that goal, it is necessary to raise the threshold amounts for contracts covered by Directive 2009/81/EC. This adjustment would enable Member States to focus their resources on the most critical contracts, while it would ease the administrative burden on the industry for smaller procurement procedures, which will help to reduce the regulatory complexity and costs associated with those contracts, while also fostering greater participation of new market entrants, in particular start-ups and scale-ups, in smaller and more accessible procurement opportunities. However, even where a contract does not reach the thresholds amounts, contracting authorities/entities should ensure compliance with the general principles of public procurement under EU law, including transparency, non-discrimination and equality of treatment, and proportionality. |
Amendment 11
Proposal for a directive
Recital 16
| Text proposed by the Commission | Amendment |
| (16) Furthermore, Member States should be given the flexibility to profit from all available tools related to public procurement. In order to increase the number of ways contracting authorities/entities can carry out public procurement, the possibility to use the open procedure and the dynamic purchasing system should be added. Those two procedures are based on the ones provided for in Directive 2014/24/EU of the European Parliament and of the Council8 . | (16) Furthermore, Member States should be given the flexibility to profit from all available tools related to public procurement. In order to increase the number of ways contracting authorities/entities can carry out public procurement, the possibility to use the open procedure and the dynamic purchasing system should be added. Those two procedures are based on the ones provided for in Directive 2014/24/EU of the European Parliament and of the Council8. Contracting authorities should use more quality-price criteria whenever possible when resorting to a dynamic purchasing system. |
| _________________ | _________________ |
| 8 Directive 2014/24/EU of the European Parliament and of the Council of 26 February 2014 on public procurement and repealing Directive 2004/18/EC (OJ L 94, 28.3.2014, p. 65–242, ELI: http://data.europa.eu/eli/dir/2014/24/oj). | 8 Directive 2014/24/EU of the European Parliament and of the Council of 26 February 2014 on public procurement and repealing Directive 2004/18/EC (OJ L 94, 28.3.2014, p. 65–242, ELI: http://data.europa.eu/eli/dir/2014/24/oj). |
Amendment 12
Proposal for a directive
Recital 17
| Text proposed by the Commission | Amendment |
| (17) There is urgency for the Union to mobilise its overall innovation capacity and direct significant investments to regaining edge and prevent being technologically dependent. Directive 2009/81/EC should also be adapted to better support the procurement of innovation, to ensure that the significant investments made by Member States to increase their defence readiness is future-proof and yields long-term benefits. By facilitating the procurement of innovative defence solutions, the Union could encourage the development of cutting-edge technologies and capabilities, ultimately transforming defence through disruptive innovation and enhancing the effectiveness and resilience of its defence systems. To better support the procurement of research and development and innovative solutions a modified and more flexible innovation partnership procedure based on Directive 2014/24/EU, should be introduced in Directive 2009/81/EC. A simplified procedure for direct procurement of innovative products and services resulting from competitive parallel research and development projects should also be added. That would allow Member States to stay at the forefront of defence technology, while also promoting collaboration and competition among indFustry partners. The benefits of this approach include faster access to innovative solutions, reduced development risks and increased cost-effectiveness, ultimately leading to enhanced defence capabilities and a more competitive European Defence Technological and Industrial Base (EDTIB). | (17) There is urgency for the Union to mobilise its overall innovation capacity and direct significant investments to regaining edge and prevent being technologically dependent. Directive 2009/81/EC should also be adapted to better support the procurement of innovation, to ensure that the significant investments made by Member States to increase their defence readiness are future-proof and yield long-term benefits. By facilitating the procurement of innovative defence solutions, the Union could encourage the development of cutting-edge technologies and capabilities, ultimately transforming defence through disruptive innovation and enhancing the effectiveness and resilience of its defence systems. This applies above all to the area of cybersecurity: the Union needs a protection architecture against hybrid threats. To better support the procurement of research and development and innovative solutions, a modified and more flexible innovation partnership procedure based on Directive 2014/24/EU should be introduced in Directive 2009/81/EC. A simplified procedure for direct procurement of innovative products and services resulting from competitive parallel research and development projects should also be added. That would allow Member States to stay at the forefront of defence technology in line with European values, while also promoting collaboration and competition among industry partners. The benefits of this approach include faster access to innovative solutions, reduced development risks and increased cost-effectiveness, ultimately leading to enhanced defence capabilities and a more competitive European Defence Technological and Industrial Base (EDTIB). |
Amendment 13
Proposal for a directive
Recital 18
| Text proposed by the Commission | Amendment |
| (18) To provide Member States with the necessary flexibility in responding to emerging security challenges, it is essential to introduce a limited in time possibility to use the negotiated procedure without prior publication for common procurements, including off-the-shelf procurement. That temporary derogation would enable Member States to quickly acquire the defence capabilities they need, while also allowing for a degree of flexibility in procurement procedures, thereby supporting the rapid replenishment of their stocks and the enhancement of their defence readiness. Furthermore, allowing Member States to procure identical defence products or products subject only to minor modifications, including common maintenance, contributes to deepening the interoperability and interchangeability of Member States’ armed forces’ equipment, further strengthening the Union’s defence readiness and enhancing the security of supply. | (18) To provide Member States with the necessary flexibility in responding to emerging security challenges, it is essential to introduce a limited in time possibility to use the negotiated procedure without prior publication for common procurements, including off-the-shelf procurement. That temporary derogation would enable Member States to quickly acquire the defence capabilities they need, while also allowing for a degree of flexibility in procurement procedures, thereby supporting the rapid replenishment of their stocks and the enhancement of their defence readiness. Furthermore, allowing Member States to procure identical defence products or products subject only to minor modifications, including common maintenance, contributes to deepening the interoperability and interchangeability of Member States’ armed forces’ equipment, further strengthening the Union’s defence readiness and enhancing the security of supply. The immediate readiness of the Member States to replenish their stocks through an accelerated procedure would also send a message to the industry to invest and increase its production capacity, which is a major challenge in the current situation, in which production capacity lags significantly behind demand. |
Amendment 14
Proposal for a directive
Recital 18 a (new)
| Text proposed by the Commission | Amendment |
| (18a) In such cases of common procurement of military equipment through the negotiated procedure without prior publication, the use of components originating outside the Union and EEA EFTA states should be limited, in order to preserve and foster the strategic autonomy and the defence industry of the Union; in such cases, therefore, the cost of components originating outside the Union, the EEA EFTA States and Ukraine should not be higher than 35 % of the estimated cost of the components of the end product. However, such limitation should not apply to components originating from Albania, Canada, Japan, Moldova, North Macedonia, Norway, South Korea and the United Kingdom, because the Union has signed a Security and Defence Partnership with each of these countries. |
Amendment 15
Proposal for a directive
Recital 19
| Text proposed by the Commission | Amendment |
| (19) There is a need for more and better collaborative investment, from research to development of complex systems, through commercialisation to procurement, with a view to increasing the Union’s technological sovereignty. Common procurement by Member States is key to improve efficiency, effectiveness and interoperability of defence capabilities, thereby contributing to a stronger and more cohesive European defence. Building on the 2019 Commission notice on guidance on cooperative procurement in the fields of defence and security9 , it is necessary to lay down provisions related to Member States joining cooperative programmes based on research and development after the end of the research and development phase for the later phases of the life cycle. In addition, and in order to support the later phases of the life cycle of Union-funded defence research and development programmes, it is necessary to clarify that Member States can benefit from the exclusion for cooperative programmes based on research and development under the same conditions also for projects funded under defence research and development programmes, such as the EDF. This would provide the necessary legal certainty and ensure that the flexibility enabled through the exclusion will support the continuation of EDF projects under a cooperative framework even after the completion of the research and development phase. It would also clarify that Member States joining after the research and development phase as genuine participants in the cooperative programme will also benefit from the exclusion. | (19) There is a need for more and better collaborative investment, from research to development of complex systems, through commercialisation to procurement, with a view to increasing the Union’s technological sovereignty. Common procurement by Member States is key to improve efficiency, effectiveness and interoperability of defence capabilities, thereby contributing to a stronger and more cohesive European defence. Building on the 2019 Commission notice on guidance on cooperative procurement in the fields of defence and security9 , it is necessary to lay down provisions related to Member States joining cooperative programmes based on research and development after the end of the research and development phase for the later phases of the life cycle. In addition, and in order to support the later phases of the life cycle of Union-funded defence research and development programmes, it is necessary to clarify that Member States can benefit from the exclusion for cooperative programmes based on research and development under the same conditions also for projects funded under defence research and development programmes, such as the EDF. This would provide the necessary legal certainty and ensure that the flexibility enabled through the exclusion will support the continuation of EDF projects under a cooperative framework even after the completion of the research and development phase. It would also clarify that Member States joining after the research and development phase as genuine participants in the cooperative programme will also benefit from the exclusion. In order to ramp-up the EDTIB, EEA EFTA States and Ukraine should be involved as partners for European projects for security and defence that receive Union funding. |
| _________________ | _________________ |
| 9 Commission notice on guidance on cooperative procurement in the fields of defence and security (OJ C 157, 8.5.2019, p. 1–9). | 9 Commission notice on guidance on cooperative procurement in the fields of defence and security (OJ C 157, 8.5.2019, p. 1–9). |
Amendment 16
Proposal for a directive
Recital 20 a (new)
| Text proposed by the Commission | Amendment |
| (20a) To facilitate common procurement among Member States, and to take account of differing renewal cycles and life spans of defence equipment, contracting authorities/entities should be able to allow counterparts from other Member States to join an existing framework agreement during its term. Allowing such access can enhance efficiency, avoid duplication of procedures, and promote cross-border cooperation and economies of scale. Any such participation should be subject to the conditions provided for in the original procurement documents or subsequent agreement of the parties, without resulting in substantial modifications to its essential terms, and should respect the general principles governing procurement under this Directive. |
Amendment 17
Proposal for a directive
Recital 22 a (new)
| Text proposed by the Commission | Amendment |
| (22a) Where possible, contracting authorities should structure framework agreements, dynamic purchasing systems and innovation partnerships in a manner that facilitates the participation of small and medium-sized enterprises, including through the use of lots, proportionate selection criteria, and non-discriminatory technical specifications such as the access of dual-use technology providers and companies operating in both civilian and defence sectors, including local innovative companies. |
Amendment 18
Proposal for a directive
Recital 23
| Text proposed by the Commission | Amendment |
| (23) To reduce the administrative burden on Member States, the statistical reporting obligations related to defence procurement should be decreased, allowing national authorities to focus on the implementation of their defence policies and the efficient use of their resources. To the extent that this Directive amends Directive 2009/81/EC the appropriate legal basis, in so far as those amendments are concerned, is Article 53(2), Article 62 and Article 114 of the Treaty. | (23) To reduce the administrative burden on Member States, some statistical reporting obligations related to defence procurement should be decreased where appropriate in order not to jeopardise transparency and accountability, while allowing national authorities to focus on the implementation of their defence policies and the efficient use of their resources. To the extent that this Directive amends Directive 2009/81/EC the appropriate legal basis, in so far as those amendments are concerned, is Article 53(2), Article 62 and Article 114 of the Treaty. |
Amendment 19
Proposal for a directive
Article 1 – paragraph 1 – point 1 – introductory part
Directive 2009/43/EC
Article 3 – point 8 and 8 a (new)
| Text proposed by the Commission | Amendment |
| (1) in Article 3, the following point 8 is added: | (1) in Article 3, the following points 8 and 8a are added: |
Amendment 20
Proposal for a directive
Article 1 – paragraph 1 – point 1
Directive 2009/43/EC
Article 3 – point 8 a (new)
| Text proposed by the Commission | Amendment |
| 8a. European strategic cross-border partnership’ means a strategic collaboration arrangement between two or more entities established in different Member States, where such entities repeatedly engage in joint development , production, assembly, supply, marketing, or life-cycle support of a defence-related product, such as European collaborative defence projects, defence-related projects funded under a Union programme, a European Defence Project of Common Interest (EDPCI), a project under Permanent Structured Cooperation (PESCO) or a collaborative armament programme between Member States, such as a Structure for a European Armament Programme (SEAP).’ ; |
Amendment 21
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2
| Text proposed by the Commission | Amendment |
| 2. Notwithstanding paragraph 1, Member States may exempt transfers of defence-related products from the obligation of prior authorisation set out in that paragraph in one of the following cases: | 2. Notwithstanding paragraph 1, Member States shall exempt transfers of defence-related products from the obligation of prior authorisation set out in that paragraph in one or more of the following cases: |
Amendment 22
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2 – point a
| Text proposed by the Commission | Amendment |
| (a) the supplier or the recipient is a governmental body or part of the armed forces; | (a) the supplier or the recipient is a governmental body or part of the armed forces or another national security authority; |
Amendment 23
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2 – point c
| Text proposed by the Commission | Amendment |
| (c) the transfer is necessary for the implementation of a collaborative armament programme between Member States; | deleted |
Amendment 24
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2 – point c a
| Text proposed by the Commission | Amendment |
| (ca) the transfer is necessary for the implementation of a project funded under a Union defence industrial programme; | deleted |
Amendment 25
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2 – point c b
| Text proposed by the Commission | Amendment |
| (cb) the transfer takes place in the framework of a structured cross-border industrial partnership; | (cb) the transfer takes place in the framework of a European strategic cross-border partnership; |
Amendment 26
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a
Directive 2009/43/EC
Article 4 – paragraph 2 – point c c
| Text proposed by the Commission | Amendment |
| (cc) the transfer takes place in an urgency resulting from a crisis; | (cc) the transfer takes place in an urgency resulting from a crisis, or in a situation where the EU's mutual assistance clause provided for in Article 42(7) TEU has been activated by one or several Member States; |
Amendment 27
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a a (new)
Directive 2009/43/EC
Article 4 – paragraph 2 a (new)
| Text proposed by the Commission | Amendment |
| (aa) the following paragraph is inserted: ’2a. Notwithstanding paragraph 1, Member States may exempt transfers of defence related non-tangible technologies from the obligation of prior authorisation set out in that paragraph where the supplier and the recipient belong to the same company or group of companies.’ |
Amendment 28
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point b
Directive 2009/43/EC
Article 4 – paragraph 3 – introductory part
| Text proposed by the Commission | Amendment |
| 3. The Commission is empowered to adopt delegated acts to supplement this Directive in accordance with Article 13a, at the request of a Member State or on its own initiative, amending paragraph 2, in order to include additional cases where : | 3. The Commission is empowered to adopt delegated acts to supplement this Directive in accordance with Article 13a, at the request of a Member State or on its own initiative, amending paragraph 2, in order to include any of the following additional cases: |
Amendment 29
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point b
Directive 2009/43/EC
Article 4 – paragraph 3 – point c
| Text proposed by the Commission | Amendment |
| (c) it is necessary for intergovernmental cooperation, as referred to in Article 1(4); | (c) the transfer is necessary for intergovernmental cooperation, as referred to in Article 1(4); |
Amendment 30
Proposal for a directive
Article 1 – paragraph 1 – point 2 – point b
Directive 2009/43/EC
Article 4 – paragraph 3 – point d a (new)
| Text proposed by the Commission | Amendment |
| (da) the transfer is necessary to strengthen the internal market for defence; |
Amendment 31
Proposal for a directive
Article 1 – paragraph 1 – point 3 – point a – point ii – introductory part
Directive 2009/43/EC
Article 5 – paragraph 2 – point e
| Text proposed by the Commission | Amendment |
| (ii) the following point (e) is inserted: | (ii) the following points (e) and (ea) are inserted: |
Amendment 32
Proposal for a directive
Article 1 – paragraph 1 – point 3 – point a – point ii
Directive 2009/43/EC
Article 5 – paragraph 2 – point e a (new)
| Text proposed by the Commission | Amendment |
| ‘(ea) the transfer aims to develop Union-based disruptive technologies or innovative industrial processes or to address critical readiness gaps’; |
Amendment 33
Proposal for a directive
Article 1 – paragraph 1 – point 4
Directive 2009/43/EC
Article 5 a – title
| Text proposed by the Commission | Amendment |
| Licences for transfers necessary for the implementation of projects funded under Union defence industrial programmes | Licences for transfers necessary for the implementation of European strategic cross-border partnerships |
Amendment 34
Proposal for a directive
Article 1 – paragraph 1 – point 4
Directive 2009/43/EC
Article 5 a – paragraph 1
| Text proposed by the Commission | Amendment |
| 1. Member States shall publish general transfer licences for transfers necessary for the implementation of projects funded under a Union defence industrial programme. Those licences shall apply to all defence-related products and shall cover all transfers necessary for the implementation of the project. | 1. Member States shall publish general transfer licences for transfers necessary for the implementation of European strategic cross border partnerships. Those licences shall apply to all defence-related products and shall cover all transfers necessary for the implementation of the project. |
Amendment 35
Proposal for a directive
Article 1 – paragraph 1 – point 4
Directive 2009/43/EC
Article 5 a – paragraph 2
| Text proposed by the Commission | Amendment |
| 2. Member States may provide that the licencing system referred to in paragraph 1 applies also to the later phases of the life cycle of the projects occurring after the stages funded under a Union defence industrial programme. | 2. Member States shall ensure that the licencing system referred to in paragraph 1 applies also to the later phases of the life cycle of the projects occurring after the stages funded under a Union defence industrial programme. |
Amendment 36
Proposal for a directive
Article 1 – paragraph 1 – point 6 – point b
Directive 2009/43/EC
Article 13 a – paragraph 3
| Text proposed by the Commission | Amendment |
| The delegation of power referred to in Article 4(3), Article 4(8a) or Article 13 may be revoked at any time by the European Parliament or by the Council. A decision to revoke shall put an end to the delegation of the power specified in that decision. It shall take effect the day following the publication of the decision in the Official Journal of the European Union or at a later date specified therein. It shall not affect the validity of any delegated acts already in force.; | The delegation of power referred to in Article 4(3) or Article 13 may be revoked at any time by the European Parliament or by the Council. A decision to revoke shall put an end to the delegation of the power specified in that decision. It shall take effect the day following the publication of the decision in the Official Journal of the European Union or at a later date specified therein. It shall not affect the validity of any delegated acts already in force; |
Amendment 37
Proposal for a directive
Article 1 – paragraph 1 – point 6 a (new)
Directive 2009/43/EC
Article 17
| Present text | Amendment |
| By 30 June 2012, the Commission shall report on the measures taken by the Member States with a view to the transposition of this Directive, and in particular Articles 9 to 12 and Article 15 thereof.2. By 30 June 2016, the Commission shall review the implementation of this Directive and report thereon to the European Parliament and the Council. It shall evaluate in particular whether, and to what extent, the objectives of this Directive have been achieved, with regard, inter alia, to the functioning of the internal market. In its report, the Commission shall review the application of Articles 9 to 12 and Article 15 of this Directive, and shall evaluate the impact of this Directive on the development of a European defence equipment market and a European defence technological and industrial base, having regard, inter alia, to the situation of small and medium-sized enterprises. If necessary, the report shall be accompanied by a legislative proposal. | (6a) Article 17 is replaced by the following: ‘Article 17 Review and reporting By 1 January 2029, the Commission shall review the implementation of this Directive against the background of improving Europe’s defence readiness by 2030, as requested by the European Parliament and the European Council in March 2025 and report thereon to the European Parliament and the Council. It shall evaluate, in particular, whether and to what extent, the objectives of this Directive have been achieved, with regard, inter alia, to the functioning of the internal market and to the aim of defence readiness by 2030. In its report, the Commission shall include in its review inter alia the application of Articles 5, 5 a, 9 to 12 and Article 15 of this Directive, and shall evaluate how this Directive has strengthened the supply of European defence and security products, having regard, inter alia, to the success of the overall ramp up to a level that can credibly deter any risk of armed aggression and the situation of small, mid-cap and medium-sized enterprises. If appropriate, the report shall be accompanied by a legislative proposal.’. |
Amendment 38
Proposal for a directive
Article 2 – paragraph 1 – point 1 – point a
Directive 2009/81/EC
Article 1 – paragraph 1 – point 15
| Text proposed by the Commission | Amendment |
| 15. ‘Candidate’ means an economic operator which has sought an invitation to take part in a restricted or negotiated procedure, competitive dialogue, or an innovation partnership; | 15. ‘Candidate’ means an economic operator which has sought an invitation to take part or has been invited to take part in a restricted or negotiated procedure, competitive dialogue, or an innovation partnership; |
Amendment 39
Proposal for a directive
Article 2 – paragraph 1 – point 1 – point a
Directive 2009/81/EC
Article 1 – paragraph 1 – point 16
| Text proposed by the Commission | Amendment |
| 16. ‘Tenderer’ means an economic operator which has submitted a tender under an open procedure, a restricted or negotiated procedure, competitive dialogue, or an innovation partnership;; | 16. ‘Tenderer’ means an economic operator which has submitted a tender; |
Amendment 40
Proposal for a directive
Article 2 – paragraph 1 – point 1 – point f – introductory part
Directive 2009/81/EC
Article 1 – paragraph 1 – point 29
| Text proposed by the Commission | Amendment |
| (f) the following point 29 is added: | (f) the following points 29 and 29a are added: |
Amendment 41
Proposal for a directive
Article 2 – paragraph 1 – point 1 – point f
Directive 2009/81/EC
Article 1 – paragraph 1 – point 29
| Text proposed by the Commission | Amendment |
| 29. ‘maintenance’ means all actions taken to ensure the readiness and operational capability of a defence product, in particular to retain equipment in or to restore it to specified conditions until the end of its use, including mission readiness, longevity and upgrades, customisation and specialisation, inspection, overhaul, testing, servicing, modifications, classification as to serviceability, repair, recovery, rebuilding, reclamation, salvage and cannibalisation; | 29. ‘maintenance’ means all actions taken to ensure the readiness and operational capability of a defence product, in particular to retain equipment in or to restore it to specified conditions until the end of its use, including readiness for deployment, longevity and upgrades, customisation and specialisation, inspection, overhaul, testing, servicing, modifications, classification as to serviceability, repair, recovery, rebuilding, reclamation, salvage and cannibalisation.; |
Amendment 42
Proposal for a directive
Article 2 – paragraph 1 – point 1 – point f
Directive 2009/81/EC
Article 1 – paragraph 1 – point 29 a (new)
| Text proposed by the Commission | Amendment |
| 29a. ‘innovation’ means the implementation of a new or significantly improved product, service or process, including but not limited to production, building or construction processes, with the purpose of helping to solve societal challenges.’; |
Amendment 43
Proposal for a directive
Article 2 – paragraph 1 – point 2 – point a
Directive 2009/81/EC
Article 8 – paragraph 1 – point a
| Text proposed by the Commission | Amendment |
| (a) in point (a), ‘EUR 443 000’ is replaced by ‘EUR 900 000’; | (a) in point (a), ‘EUR 443 000’ is replaced by ‘EUR 1 800 000’; |
Amendment 44
Proposal for a directive
Article 2 – paragraph 1 – point 2 – point b
Directive 2009/81/EC
Article 8 – paragraph 1 – point b
| Text proposed by the Commission | Amendment |
| (b) in point (b), ‘EUR 5 538 000’ is replaced by ‘EUR 7 000 000’; | (b) in point (b), ‘EUR 5 538 000’ is replaced by ‘EUR 8 000 000’; |
Amendment 45
Proposal for a directive
Article 2 – paragraph 1 – point 5
Directive 2009/81/EC
Article 10 a – paragraph 4 – subparagraph 3
| Text proposed by the Commission | Amendment |
| A participating contracting authority/entity shall be deemed to have fulfilled its obligations pursuant to this Directive when it purchases works, supplies or services from a contracting authority/entity which is responsible for the procurement procedure. When determining responsibilities and the applicable national law as referred to in the second subparagraph, point (a), the participating contracting authorities/entities may allocate specific responsibilities among them and determine the applicable national provisions of any of their respective Member States. The allocation of responsibilities and the applicable national law shall be referred to in the procurement documents for jointly awarded public contracts. | A participating contracting authority/entity shall be deemed to have fulfilled its obligations pursuant to this Directive when it purchases works, supplies or services from a contracting authority/entity which is responsible for the procurement procedure. When determining responsibilities and the applicable national law as referred to in the second subparagraph, point (a), the participating contracting authorities/entities shall allocate specific responsibilities among them and determine the applicable national provisions of any of their respective Member States. The allocation of responsibilities and the applicable national law shall be referred to in the procurement documents for jointly awarded public contracts. |
Amendment 46
Proposal for a directive
Article 2 – paragraph 1 – point 6 a (new)
Directive 2009/81/EC
Article 18 – paragraph 3 – point a – indent 8
| Present text | Amendment |
| – the national ‘defence standards’ defined in point 3 of Annex III and defence materiel specifications similar to those standards, | (6a) in point (a) of Article 18(3) indent 8 is replaced by the following: ‘- the national and international ‘defence standards’ defined in point 3 of Annex III and defence materiel specifications similar to those standards.’; |
Amendment 47
Proposal for a directive
Article 2 – paragraph 1 – point 9
Directive 2009/81/EC
Article 27 a – paragraph 1 – subparagraph 4
| Text proposed by the Commission | Amendment |
| The minimum time limit for receipt of requests to participate shall be 30 days from the date on which the contract notice is sent. The contracting authority/entity shall assess the information provided by the economic operators and shall invite the suitable candidates to participate in the procedure. Contracting authorities/entities may limit the number of suitable candidates to be invited to participate in the procedure. The contracts shall be awarded on the sole basis of the award criterion of the best price-quality ratio in accordance with Article 47. | The minimum time limit for receipt of requests to participate shall be 30 days from the date on which the contract notice is sent. The contracting authority/entity shall assess the information provided by the economic operators and shall invite the suitable candidates to participate in the procedure according to the objective rules and criteria that reflect these needs. Contracting authorities/entities may limit the number of suitable candidates to be invited to participate in the procedure. The contracts shall be awarded on the sole basis of the award criterion of the best price-quality ratio in accordance with Article 47. |
Amendment 48
Proposal for a directive
Article 2 – paragraph 1 – point 9
Directive 2009/81/EC
Article 27 a – paragraph 6 – subparagraph 2
| Text proposed by the Commission | Amendment |
| Only those economic operators invited by the contracting authority/entity following its assessment of the requested information may submit research and innovation projects aimed at meeting the needs identified by the contracting authority/entity that cannot be met by existing solutions. | Only those economic operators invited by the contracting authority/entity following its assessment of the requested information may submit research and innovation projects aimed at meeting the needs identified by the contracting authority/entity that cannot be met by existing solutions. The selection process shall ensure equal treatment and fair competition, including for dual-use providers, SMEs and operators from smaller Member States with developing industries. |
Amendment 49
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point b – introductory part
Directive 2009/81/EC
Article 28 – paragraph 1 – point 2 – point c
| Text proposed by the Commission | Amendment |
| (b) in point (2), the following point (c) is added: | (b) in point (2), the following points (c) and (ca) are added: |
Amendment 50
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point b
Directive 2009/81/EC
Article 28 – paragraph 1 – point c – point iii
| Text proposed by the Commission | Amendment |
| (iii) the value of the products or services does not exceed 10 times the value of the research and development contract from which it results; | (iii) the value of the products or services does not exceed 40 times the value of the research and development contract from which it results; |
Amendment 51
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point b
Directive 2009/81/EC
Article 28 – paragraph 1 – point c – point iv
| Text proposed by the Commission | Amendment |
| (iv) the contractors and their subcontractors are established, have their principal place of business, and perform the research and development contract and the supply contract using resources located in a Member State or in a an EEA EFTA state; | (iv) the contractors and their subcontractors are established, have their principal place of business, and perform the research and development contract and the supply contract using resources located in a Member State or in an EEA EFTA state or in Ukraine; |
Amendment 52
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point b
Directive 2009/81/EC
Article 28 – paragraph 1 – point c a (new)
| Text proposed by the Commission | Amendment |
| ‘(ca) by way of derogation from point 2 (c) (vi), a legal entity established in the Union, in an EEA EFTA State or Ukraine and controlled by another third country or by another third-country entity may be eligible as a contractor or subcontractor if guarantees approved with the national procedures of a Member State in which it is established, such as adequate measures pursuant to screenings, as set out in Article 2, point (3), of Regulation (EU) 2019/452, are made available to the Commission. The guarantees referred to in the first subpoint of this point shall provide assurances that the involvement in an action of a legal entity as referred to in that subpoint would not contravene the security and defence interests of the Union and its Member States as established in the framework of the Common Foreign and Security Policy (CFSP) pursuant to Title V of the Treaty on European Union (TEU), including respect for the principle of good neighbourly relations.’; |
Amendment 53
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point c
Directive 2009/81/EC
Article 28 – paragraph 1 – point 3 – point d – point ii
| Text proposed by the Commission | Amendment |
| (ii) the contract covers at least joint maintenance for the procured defence products in addition to the procurement of the defence products. The requirement for the contract covering joint maintenance may be waived in case the procured defence product typically does not require maintenance; | (ii) the contract covers at least joint maintenance for the procured defence products in addition to the procurement of the defence products. The requirement for the contract covering joint maintenance may be waived only in case the procured defence product typically does not require maintenance; |
Amendment 54
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point c
Directive 2009/81/EC
Article 28 – paragraph 1 – point 3 – point d – point iv
| Text proposed by the Commission | Amendment |
| (iv) Article 16(5), (6) and (9) of Regulation (EU) 2025/1106 of the Council* apply insofar as they refer to contractors; | (iv) by way of derogation from point 3 (d) (iii), a legal entity established in the Union, in an EEA EFTA State or Ukraine and controlled by another third country or by another third-country entity may be eligible as a contractor if guarantees approved with the national procedures of a Member State in which it is established, such as adequate measures pursuant to screenings, as set out in Article 2, point (3), of Regulation (EU) 2019/452, are made available to the Commission. The guarantees shall provide assurances that the involvement in an action of a legal entity would not contravene the security and defence interests of the Union and its Member States as established in the framework of the Common Foreign and Security Policy (CFSP) pursuant to Title V of the Treaty on European Union (TEU), including respect for the principle of good neighbourly relations. The guarantees shall in particular substantiate that, for the purposes of an action, measures are in place to ensure that: (a) control over the legal entity is not exercised in a manner that restrains or restricts its ability to carry out the action and to deliver results; (b) access by a third-country which is not an EEA, EFTA State or Ukraine or by a third-country entity which is not established in an EEA, EFTA State or Ukraine to sensitive or classified information relating to the action is prevented and the employees or other persons involved in the action have national security clearance issued by a Member State, an EEA, EFTA State or Ukraine, where appropriate; |
Amendment 55
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point c
Directive 2009/81/EC
Article 28 – paragraph 1 – point 3 – point d – point v
| Text proposed by the Commission | Amendment |
| (v) the contractors involved in the common procurement may be considered to fulfil the eligibility conditions referred to in point (ii) and (iii) where they have fulfilled equivalent conditions under Regulations (EU) 2018/1092**, (EU) 2021/697***, (EU) 2023/1525**** or (EU) 2023/2418***** of the European Parliament and of the Council and provided that no subsequent changes call into question the fulfilment of those conditions; | (v) the contractors involved in the common procurement may be considered to fulfil the eligibility conditions referred to in point (ii) and (iii) where they have fulfilled equivalent conditions under Regulations (EU) 2025/XXX EDIP, (EU) 2018/1092**, (EU) 2021/697***, (EU) 2023/1525**** or (EU) 2023/2418***** of the European Parliament and of the Council and provided that no subsequent changes call into question the fulfilment of those conditions; |
Amendment 56
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point c
Directive 2009/81/EC
Article 28 – paragraph 1 – point 3 – point d – point vi
| Text proposed by the Commission | Amendment |
| (vi) the infrastructure, facilities, assets and resources of the contractors and subcontractors involved in the common procurement which are used for the purposes of the common procurement shall be located in the territory of a Member State or an EEA EFTA State. Where contractors or subcontractors involved in the common procurement have no readily available alternatives or relevant infrastructure, facilities, assets and resources on the territory of a Member State or an EEA EFTA State, they may use their infrastructure, facilities, assets and resources which are located or held outside those territories, provided that such use does not contravene the security and defence interests of the Union and its Member States; | (vi) the infrastructure, facilities, assets and resources of the contractors and subcontractors involved in the common procurement which are used for the purposes of the common procurement shall be located in the territory of a Member State, an EEA EFTA State or Ukraine. Where contractors or subcontractors involved in the common procurement have no readily available alternatives or relevant infrastructure, facilities, assets and resources on the territory of a Member State, an EEA EFTA State or Ukraine, they may use their infrastructure, facilities, assets and resources which are located or held outside those territories, provided that such use does not contravene the security and defence interests of the Union and its Member States; |
Amendment 57
Proposal for a directive
Article 2 – paragraph 1 – point 10 – point c
Directive 2009/81/EC
Article 28 – paragraph 1 – point 3 – point d – point vii
| Text proposed by the Commission | Amendment |
| (vii) the cost of components originating outside the Union or an EEA EFTA States shall not be higher than 35 % of the estimated cost of the components of the end product;’; | (vii) the cost of components originating outside the Union, the EEA EFTA States, Albania, Canada, Japan, Moldova, North Macedonia, Norway, South Korea, Ukraine and the United Kingdom shall not be higher than 35 % of the estimated cost of the components of the end product;’; |
Amendment 58
Proposal for a directive
Article 2 – paragraph 1 – point 11 – introductory part
Directive 2009/81/EC
Article 29 – paragraph 2
| Text proposed by the Commission | Amendment |
| (11) in Article 29(2), the fourth subparagraph is replaced by the following: | (11) Article 29 is amended as follows: (a) in paragraph 2, the fourth subparagraph is replaced by the following: |
Amendment 59
Proposal for a directive
Article 2 – paragraph 1 – point 11 – point b
Directive 2009/81/EC
Article 29 – paragraph 4 a (new)
| Text proposed by the Commission | Amendment |
| (b) the following paragraph is added: ‘4a. Notwithstanding paragraphs 2, 3 and 4, a contracting authority/entity from another Member State may, with the agreement of the contracting authorities/entities already involved and the selected tenderer or candidate and where the terms of the framework agreement so allow, join an existing framework agreement during its period of validity. Such participation shall not entail substantial modifications to the essential terms of the framework agreement. The possibility of such accession may be provided for in the original procurement documents or agreed upon subsequently where justified by considerations of interoperability, efficiency, or the synchronisation of capability life cycles.’; |
Amendment 60
Proposal for a directive
Article 2 – paragraph 1 – point 12
Directive 2009/81/EC
Article 29 a – paragraph 1
| Text proposed by the Commission | Amendment |
| 1. For commonly used purchases the characteristics of which, as generally available on the market, meet the requirements of the contracting authorities/entities, contracting authorities/entities may use a dynamic purchasing system. The dynamic purchasing system shall be operated as a completely electronic process and shall be open throughout the period of validity of the purchasing system to any economic operator that satisfies the selection criteria. It may be divided into categories of products, works or services that are objectively defined on the basis of characteristics of the procurement to be undertaken under the category concerned. Such characteristics may include reference to the maximum allowable size of the subsequent specific contracts or to a specific geographic area in which subsequent specific contracts will be performed. | 1. For commonly used purchases the characteristics of which meet the requirements of the contracting authorities/entities, contracting authorities/entities may use a dynamic purchasing system. The dynamic purchasing system shall be operated as a completely electronic process and shall be open throughout the period of validity of the purchasing system to any economic operator that satisfies the selection criteria. It may be divided into categories of products, works or services that are objectively defined on the basis of characteristics of the procurement to be undertaken under the category concerned. Such characteristics may include reference to the maximum allowable size of the subsequent specific contracts or to a specific geographic area in which subsequent specific contracts will be performed. |
Amendment 61
Proposal for a directive
Article 2 – paragraph 1 – point 12
Directive 2009/81/EC
Article 29 a – paragraph 4 – point a
| Text proposed by the Commission | Amendment |
| (a) publish a call for competition making it clear that a dynamic purchasing system is involved; | (a) publish a call for competition making it clear that a dynamic purchasing system is involved and the reason for it; |
Amendment 62
Proposal for a directive
Article 2 – paragraph 1 – point 12
Directive 2009/81/EC
Article 29 a – paragraph 5 – subparagraph 3
| Text proposed by the Commission | Amendment |
| Contracting authorities/entities shall inform the economic operator concerned at the earliest possible opportunity of whether or not it has been admitted to the dynamic purchasing system. | Contracting authorities/entities shall inform the economic operator concerned at the earliest possible opportunity of whether or not it has been admitted to the dynamic purchasing system and the reasons why. |
Amendment 63
Proposal for a directive
Article 2 – paragraph 1 – point 12
Directive 2009/81/EC
Article 29 a – paragraph 6 – subparagraph 2
| Text proposed by the Commission | Amendment |
| They shall award the contract to the tenderer that submitted the best tender on the basis of the award criteria set out in the contract notice for the dynamic purchasing system or, where a prior information notice is used as a means of calling for competition, in the invitation to confirm interest. Those criteria may, where appropriate, be formulated more precisely in the invitation to tender. | They shall award the contract to the tenderer that submitted the best tender on the basis of the price and quality award criteria set out in the contract notice for the dynamic purchasing system in accordance with Article 47 or, where a prior information notice is used as a means of calling for competition, in the invitation to confirm interest. Those criteria shall, where applicable, be formulated more precisely in the invitation to tender. |
Amendment 64
Proposal for a directive
Article 2 – paragraph 1 – point 18
Directive 2009/81/EC
Article 49 a – paragraph 1 – point b – point ii
| Text proposed by the Commission | Amendment |
| (ii) would cause significant inconvenience or substantial duplication of costs for the contracting authority/entity; | (ii) would cause proven significant inconvenience or substantial duplication of costs for the contracting authority/entity; |
Amendment 65
Proposal for a directive
Article 2 – paragraph 1 – point 18
Directive 2009/81/EC
Article 49 a – paragraph 1 – point e
| Text proposed by the Commission | Amendment |
| (e) where the modifications, irrespective of their value, are not substantial within the meaning of paragraph 2. | (e) where the modifications, irrespective of their value, are not substantial within the meaning of paragraph 3. |
Amendment 66
Proposal for a directive
Article 2 – paragraph 1 – point 19
Directive 2009/81/EC
Article 68
| Text proposed by the Commission | Amendment |
| (19) Articles 65, 66 and 68 are deleted. | (19) Article 68 is deleted. |
Amendment 67
Proposal for a directive
Article 2 – paragraph 1 – point 19 a (new)
Directive 2009/81/EC
Articles 65 and 66
| Present text | Amendment |
| Article 65 Statistical obligations In order to permit assessment of the results of applying this Directive, Member States shall forward to the Commission a statistical report, prepared in accordance with Article 66, addressing supply, services and works contracts awarded by contracting authorities/entities during the preceding year, by no later than 31 October of each year, Article 66 Content of the statistical report The statistical report shall specify the number and value of contracts awarded, by Member State or third country of the successful tenderer. It shall address, separately, supply, services and works contracts.The data referred to in the first paragraph shall be broken down by procedure used and shall specify, for each procedure, supplies, services and works identified by group of the CPV nomenclature. Where contracts have been concluded in accordance with the negotiated procedure without publication of a contract notice, the data referred to in the first paragraph shall also be broken down by the circumstances referred to in Article 28.The content of the statistical report shall be determined in accordance with the advisory procedure referred to in Article 67(2). | (19a) Articles 65 and 66 are replaced by the following: ‘Article 65 Statistical obligations In order to permit assessment of the results of applying this Directive, the European Defence Agency with the support of Member States shall forward to the Commission and Parliament a statistical report, prepared in accordance with Article 66, addressing supply, services and works contracts awarded by contracting authorities/entities during the preceding year, by no later than 31 October of each year. By way of derogation, the obligation set out in paragraph 1 shall be temporarily suspended until 31 December 2030, corresponding to the Union’s defence readiness planning horizon. During the suspension period, the Commission shall, in cooperation with the European Defence Agency and Member States, review the necessity, proportionality and effectiveness of the statistical reporting mechanism referred to in paragraph. The Commission shall submit a review report to the European Parliament and to the Council no later than 30 June 2030, accompanied, where appropriate, by legislative proposals to maintain, amend, or permanently discontinue such statistical reporting obligations. Expenditure to which the implementation of this article gives rise shall be charged to the Union budget. Article 66 Content of the statistical report The statistical report prepared by the European Defence Agency shall specify the number and value of contracts awarded, by Member State or third country of the successful tenderer. It shall address, separately, supply, services and works contracts. The data referred to in the first paragraph shall be broken down by procedure used and shall specify, for each procedure, supplies, services and works identified by group of the CPV nomenclature. Where contracts have been concluded in accordance with the negotiated procedure without publication of a contract notice, the data referred to in the first paragraph shall also be broken down by the circumstances referred to in Article 28. The content of the statistical report shall be determined in accordance with the advisory procedure referred to in Article 67(2).’. |
Amendment 68
Proposal for a directive
Article 2 – paragraph 1 – point 19 b (new)
Directive 2009/81/EC
Article 73
| Present text | Amendment |
| Article 73 Review and reporting 1. By 21 August 2012, the Commission shall report on the measures taken by Member States with a view to the transposition of this Directive, and in particular Article 21 and Articles 50 to 54 thereof. 2. The Commission shall review the implementation of this Directive and report thereon to the European Parliament and the Council by 21 August 2016. It shall evaluate in particular whether, and to what extent, the objectives of this Directive have been achieved with regard to the functioning of the internal market and the development of a European defence equipment market and a European Defence Technological and Industrial Base, having regard, inter alia, to the situation of small and medium-sized enterprises. Where appropriate, the report shall be accompanied by a legislative proposal. 3. The Commission shall also review the application of Article 39(1), investigating in particular the feasibility of harmonising the conditions for the reinstatement of candidates or tenderers with prior convictions excluding them from participation in public procurements, and shall, if appropriate, bring forward, a legislative proposal to that effect. | (19b) Article 73 is replaced by the following: ‘Article 73 Review and reporting By 1 January 2029, the Commission shall review the implementation of this Directive against the background of improving Europe’s defence readiness by 2030, as requested by the European Parliament and the European Council in March 2025 and report thereon to the European Parliament and the Council. It shall evaluate, in particular, whether and to what extent, the objectives of this Directive have been achieved, with regard, inter alia, to the functioning of the internal market and to the aim of defence readiness by 2030. In its report, the Commission shall review especially the application of Article 8 and Article 28(2) of this Directive. If appropriate, the report shall be accompanied by a legislative proposal.’ |