Simplification of intra-EU transfers of defence-related products and the simplification of security and defence procurement (Omnibus V)

It affects defence manufacturers, suppliers, and industrial partnerships, as well as Member State armed forces and public bodies buying defence and security equipment.

• Expands exemptions from prior authorisation for intra-EU defence-product transfers in defined cases.
• Requires general transfer licences for EU defence industrial programme projects.
• Raises defence procurement thresholds to EUR 900,000 for supplies/services and EUR 7,000,000 for works.
• Adds open procedures, dynamic purchasing systems, innovation partnerships, and simplified common procurement routes.

Takes effect

The directive enters into force on the unspecified day following publication in the Official Journal; application dates are left blank.

Transitional law

A temporary common-procurement derogation applies only to contracts concluded before 1 January 2031.

• Directive 2009/43/EC (32009L0043)
  • art. 3: adds point 8 defining ‘crisis’
  • art. 4(2): replaces paragraph 2, expanding exemptions from prior authorisation
  • art. 4(3): replaces paragraph 3 empowering delegated acts to add exemption cases
  • art. 4(4): replaces paragraph 4 on supplier access to transfer licences
  • art. 4(8a): inserts paragraph 8a on delegated acts for harmonised licence conditions
  • art. 5(2): amends paragraph 2 points (b) and inserts point (e)
  • art. 5(2a): inserts paragraph 2a enabling other general transfer licences
  • art. 5(2b): inserts paragraph 2b on delegated acts harmonising minimum licence scope
  • art. 5a: inserts new Article 5a on licences for Union defence industrial programme projects
  • art. 8(3a): inserts paragraph 3a on non-tangible technology transfer reporting
  • art. 13a(2a): inserts paragraph 2a on delegation of Article 4(8a) powers
  • art. 13a(3): replaces paragraph 3 to include Article 4(8a) delegation revocation
  • art. 13a(6): replaces paragraph 6 to include Article 4(8a) delegated acts
• Directive 2009/81/EC (32009L0081)
  • art. 1(15): replaces point 15 definition of ‘Candidate’
  • art. 1(16): replaces point 16 definition of ‘Tenderer’
  • art. 1(17a): inserts definition of ‘Centralised purchasing activities’
  • art. 1(17b): inserts definition of ‘Ancillary purchasing activities’
  • art. 1(18): replaces definition of ‘Central purchasing body’
  • art. 1(18a): inserts definition of ‘Open procedure’
  • art. 1(21a): inserts definition of ‘Dynamic purchasing system’
  • art. 1(29): adds definition of ‘maintenance’
  • art. 8(a): raises threshold from EUR 443 000 to EUR 900 000
  • art. 8(b): raises threshold from EUR 5 538 000 to EUR 7 000 000
  • art. 9(9): replaces paragraph 9 covering framework agreements and dynamic purchasing systems
  • art. 9(10): adds paragraph 10 on valuation of innovation partnerships
  • art. 10: replaces Article 10 on central purchasing body contracts and framework agreements
  • art. 10a: inserts procurement rules involving authorities from different Member States
  • art. 13(c): replaces exclusion for cooperative research and development programmes
  • art. 13(d): replaces exclusion for contracts awarded in third countries
  • art. 25: replaces second and third paragraphs adding open procedure and innovation partnership
  • art. 27(1): replaces paragraph 1 on competitive dialogue for complex contracts
  • art. 27a: inserts innovation partnership procedure
  • art. 28(1): replaces point 1 on negotiated procedure without publication
  • art. 28(2)(c): adds procurement after parallel competing research and development projects
  • art. 28(3)(d): adds temporary common procurement ground before 1 January 2031
  • art. 28(4)(b): replaces point on repetition of similar works or services
  • art. 28(5): replaces point on air and maritime transport service contracts
  • art. 29(2): replaces fourth subparagraph extending framework agreement term to 10 years
  • art. 29a: inserts Article 29a on dynamic purchasing systems
  • art. 30(2): replaces paragraph 2 to include open procedure and innovation partnership notices
  • art. 30(2a): inserts contract award notice rules for dynamic purchasing systems
  • art. 33(2): replaces paragraph 2 on time limits for requests and tenders
  • art. 34(1): replaces paragraph 1 adding innovation partnership invitations
  • art. 35(1): replaces paragraph 1 adding dynamic purchasing system decisions
  • art. 35(3): replaces paragraph 3 on withholding information including dynamic purchasing systems
  • art. 46a: inserts Article 46a on reducing qualified candidates invited
  • art. 46b: inserts Article 46b on reducing tenders and solutions
  • art. 49a: inserts Article 49a on contract modifications during term
  • art. 65: deletes Article 65
  • art. 66: deletes Article 66
  • art. 68: deletes Article 68