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Archiver omc stansted_tendering_procedure_and_requirements_final

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Archiver omc stansted_tendering_procedure_and_requirements_final

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Archiver omc stansted_tendering_procedure_and_requirements_final

  1. 1. Tender Procedure and Requirements Joshua Davison / Vaggelis Motesnitsalis
  2. 2. What is a PCP? A phased, competitive approach to purchasing “R&D services” for the development of innovative solutions not yet available on the market Risk- and benefit-sharing contracts based on a functional specification, where results are owned by the contractor Exemption from EU Procurement Directives for R&D services – specific legal framework for Horizon 2020 PCP actions 23/05/2019 Tender Procedure and Requirements 2
  3. 3. What are R&D services? “R&D services” includes: exploration and design of solutions; prototyping up to the original development of a limited volume of first products or services in the form of a test series; limited production or supply in order to incorporate the results of field-testing and to demonstrate that the product or service is suitable for production or supply in quantity, to acceptable quality standards; “R&D services” does not include: quantity production or supply to establish commercial viability or to recover R&D costs; commercial development activities such as incremental adaptations, integration, customisation, or routine or periodic changes to existing products, services, production lines, processes or other operations in progress. 23/05/2019 Tender Procedure and Requirements 3
  4. 4. Tendering Procedure 23/05/2019 Tender Procedure and Requirements 4 Contract Notice publication Bidders information event Deadline for submission of tenders to CERN Tendering Period: 2 months Deadline for submission of questions Early October 2019 Tenderers notified of results Contract signature; contract award notice Early December 2019 Tender Evaluation: 3 weeks Standstill Period: 10 days January 2020
  5. 5. Tendering Procedure The Request for Tenders will be published on the ARCHIVER project website and the contract notice announced in the OJEU via TED Tenderers shall submit Tenders via CERN’s e-Procurement platform. Instructions for use will be included in the Request for Tenders. You will need to create a lightweight account (here) 23/05/2019 Tender Procedure and Requirements 5
  6. 6. Draft Tender Documents Draft tender documents are available at the project website Some documents are provided for consultation and your feedback is requested to help us scope the R&D challenge, feasibility and risk Some documents are provided for information to give you advance visibility of the project requirements 23/05/2019 Tender Procedure and Requirements 6
  7. 7. Disclaimer Draft documents (and therefore the details in these slides) are subject to further review and might change in the final published tender In any case, the published tender documents prevail 23/05/2019 Tender Procedure and Requirements 7
  8. 8. Eligible Tenderers Single Contractors Consortia, consisting of: A Lead Contractor Other Consortium Members signing a Power of Attorney in favour of the Lead Contractor In both cases, subcontracting is permitted A Single Tenderer or Lead Tenderer cannot participate in another Tender (including as a Consortium Member or subcontractor) 23/05/2019 Tender Procedure and Requirements 8
  9. 9. Tender Requirements: Overview The Tenderer shall comply with two sets of criteria: Exclusion criteria (see Annex 1) Selection criteria (see Annex 2) The Tender shall comply with compliance criteria (see Annex 3) A quality score will be attributed to the Tender based on award criteria (see Annex 4) Failure to meet minimum specified quality scores shall result in the Tender being deemed non-compliant 23/05/2019 Tender Procedure and Requirements 9
  10. 10. Exclusion Criteria (Annex 1) The exclusion criteria must be met by each member of the consortium and all subcontractors Exclusion criteria relate to: No criminal activity, fraud, etc. No bankruptcy or insolvency proceedings No conflict of interest Exclusion criteria will be evaluated on a pass/fail basis 23/05/2019 Tender Procedure and Requirements 10
  11. 11. Selection Criteria (Annex 2) The selection criteria must be met by the Tenderer For consortia, it will be specified whether each member of the consortium or the members of the consortium collectively have to meet the criterion The subcontractors are not concerned by selection criteria Selection criteria will be evaluated on a pass/fail basis 23/05/2019 Tender Procedure and Requirements 11
  12. 12. Key Selection Criteria Capacity and experience to perform R&D Competence and experience in the domains of cloud computing and data preservation and archiving Ability to protect and commercialise the Results Sufficient financial capacity, insurance, and contract management experience 23/05/2019 Tender Procedure and Requirements 12
  13. 13. Key Selection Criteria Operational ability to: offer digital storage capacity in the PB range offer multi-tenancy architectures establish a Wide Area Network connectivity with GEANT, based on specific minimum bandwidth requirements Certification or evidence of best practices for the relevant ISO/IEC Information Security Management System family of standards (ISO/IEC 27001, ISO/IEC 27040, ISO/IEC-19086 or equivalent) 23/05/2019 Tender Procedure and Requirements 13
  14. 14. Compliance Criteria (Annex 3) The Tender must meet the compliance criteria. This will be evaluated on a pass/fail basis. Compliance criteria relate to PCP-specific requirements including: R&D services constituting the majority of the PCP contract; The majority of the R&D activities, including the principle researchers working for the PCP contract, being located in EU Member States or H2020 Associated Countries; No double public funding; Ethical research principles. 23/05/2019 Tender Procedure and Requirements 14
  15. 15. Award Criteria (Annex 4) The Tender will be given a score based on the award criteria. Response guidelines and scoring details will be provided. The Buyers Group will establish an evaluation committee of technical experts for this purpose. Evaluators will score the Tenders first individually, then together as a committee - by consensus wherever possible. For some Award Criteria, the Tender will have to meet a specified minimum score. Overall, the Tender will have to meet a specified minimum score. 23/05/2019 Tender Procedure and Requirements 15
  16. 16. Key Award Criteria Proposed organisation of the contractor and the project Experiences and qualifications of key personnel allocated to the project Maturity of the commercialisation plan 23/05/2019 Tender Procedure and Requirements 16
  17. 17. Key Award Criteria Design based on the OAIS reference model Implementation of FAIR principles, covering aspects such as automatic discovery of (meta)data, persistent identifiers, limitations on data movements etc. Data Privacy and compliance with GDPR regulatory requirements Cost effectiveness and purchasing/deployment options Licensing model, software distribution mechanisms and Open Source 23/05/2019 Tender Procedure and Requirements 17
  18. 18. Tender Evaluation 23/05/2019 Tender Procedure and Requirements 18 Administrative Evaluation Technical Evaluation Financial Evaluation Check: • General compliance and completeness of bid • Authorised signature on all documents • All Exclusion and Selection Criteria are met Check: • All Compliance Criteria are met • Minimum specified scores on Award Criteria are met Attribute a quality score to the Tender based on the Award Criteria Pass Fail Fail Tender discarded Tender discarded Check: • Prices are in the specified budgets; • R&D share and location meet the Compliance Criteria Pass Fail Tender discarded Make a ranking of the compliant Tenders based on the quality score and the price Pass
  19. 19. Other Documents Framework Agreement Work Order Cloud Services Agreement Annex 5: Financial Offer Functional Specification Deliverables and Milestones 23/05/2019 Tender Procedure and Requirements 19
  20. 20. Summary 23/05/2019 Tender Procedure and Requirements 20 Criteria Used to evaluate… Apply to… Are evaluated… Exclusion Criteria The basic eligibility of companies to participate in the project • Single Tenderers • Each Consortium member • Subcontractor On a pass/fail basis Selection Criteria The minimum characteristics needed to participate in the project are met • Single Tenderers • Each Consortium member OR the Consortium as a whole, as specified On a pass/fail basis Compliance Criteria The basic eligibility of the Tender • The Tender On a pass/fail basis Award Criteria The quality score to the Tender • The Tender According to stated scoring guidelines, with possible minimum pass/fail scores

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