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ARCHIVER Tender Requirements

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Presentation by Joshua Luke Davison, CERN

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ARCHIVER Tender Requirements

  1. 1. Tender Requirements and Timescales Joshua Davison
  2. 2. Tender Requirements 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 05/06/2019 Tender Procedure and Requirements 2
  3. 3. 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) 05/06/2019 Tender Procedure and Requirements 3
  4. 4. Exclusion and Compliance Criteria Exclusion criteria relate to: No criminal activity, fraud, etc. No bankruptcy or insolvency proceedings No conflict of interest 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. Both are evaluated on a pass/fail basis 05/06/2019 Tender Procedure and Requirements 4
  5. 5. Selection Criteria The selection criteria are technical and non-technical criteria relating to the Tenderer’s competences, experiences and other characteristics 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 05/06/2019 Tender Procedure and Requirements 5
  6. 6. Award Criteria The award criteria are technical and non-technical criteria for scoring the quality of the Tender. Response guidelines and scoring details will be provided in the Request for Tenders. 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. 05/06/2019 Tender Procedure and Requirements 6
  7. 7. Requirements Overview 05/06/2019 Tender Procedure and Requirements 7 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
  8. 8. Tender Evaluation 05/06/2019 Tender Procedure and Requirements 8 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
  9. 9. Draft Selection Criteria and Deployment Scenarios Mappings 05/06/2019 Tender Procedure and Requirements 9 Selection Criteria Deployment Scenarios Competence and Experience in the Domain ALL Capacity to Perform R&D Ability to Commercialise and Protect Results Financial Capacity, Contract and Risk Management Storage Capacity Multi-Tenancy Architectures Network Connectivity and Bandwidth API Support Service Desk and Security Quality Assurance Federated Authentication D1, E1, E2, P2, P3 C3 – CERN Open Data C1 – The BaBar Experiment C2 – CERN Digital Memory P1 – Large File Remote Storage P3 – Data Distribution P2 – Mixed File Remote Storage E1 – FIRE E2 – Cloud Caching D1 – PETRA III / EUXFEL
  10. 10. Draft Award Criteria and Deployment Scenarios Mappings 05/06/2019 Tender Procedure and Requirements 10 Award Criteria Deployment Scenarios Service Description ALL Data Integrity OAIS Reference Model FAIR Principles Networking Service Reporting / Monitoring Business Models User Support Service Level Agreements Organisation and Planning (NT) Qualification and Experience of Key Personnel (NT) Commercialisation Plan and Impact (NT) Federated Identity and Access Management D1, E1, E2, P2, P3 Data Privacy C2, E1, E2, P3 API Capabilities C2, C3, D1, E1, E2, P1, P2, P3 Open Source Licensing C3, D1, P1, P2, P3 C3 – CERN Open Data C1 – The BaBar Experiment C2 – CERN Digital Memory P1 – Large File Remote Storage P3 – Data Distribution P2 – Mixed File Remote Storage E1 – FIRE E2 – Cloud Caching D1 – PETRA III / EUXFEL
  11. 11. Tender Evaluation 05/06/2019 Tender Procedure and Requirements 11 Total Score = Price Score + Technical Quality Score + Non-Technical Quality Score Price Non-Technical Quality Score Technical Quality Score TOTAL SCORE - APPROXIMATE WEIGHTINGS (PHASE 1)
  12. 12. Draft Weighting of Award Criteria in Phase 1 05/06/2019 Tender Procedure and Requirements 12 Service Description Data Integrity Organisation and Planning Qualifications and Experience of Key Personnel Networking OAIS Reference Model FAIR Principles Federated Identity and Access Management Data Privacy Open Source Licensing Business Model / Total Cost of Ownership Service Level Agreement / User Support Monitoring and Reporting API Capabilities Commercialisation Plan and Impact Draft Weight of the Award Criteria The weighting is expected to be different in Phases 2 and 3
  13. 13. ARCHIVER timeline 05/06/2019 Tender Procedure and Requirements 13 We are here
  14. 14. Tendering Procedure 05/06/2019 Tender Procedure and Requirements 14 OMC Consolidation Event (Geneva) All questions and answers from the OMC published by the Buyers Group 5 June Deadline for comments on tender documents 14 June Buyers Group Tender Preparation - Build your consortium - Familiarise your stakeholders with the project’s technical and commercial requirements (see draft tender documents) - Create a lightweight account in the CERN e-tendering platform Early October Tender Documents published on Project Website Deadline for submission of videos Open Market Consultation 21 June
  15. 15. ARCHIVER timeline 05/06/2019 Tender Procedure and Requirements 15
  16. 16. Tendering Procedure 05/06/2019 Tender Procedure and Requirements 16 Tender and contract notice publication Deadline for submitting questions and clarifications Early October Bidders’ information session (webinar) Tendering Period December Results announced to Tenderers Deadline for submitting tenders on CERN’s e-tendering platform Early December 2 months Publication of answers and clarifications Tender Evaluation 2-3 weeks Contracts signed and start of Design Phase Standstill Period 10 days January 2020
  17. 17. ARCHIVER timeline 05/06/2019 Tender Procedure and Requirements 17
  18. 18. Summary The selection and award criteria translate the Buyers Group’s technical requirements into tender requirements: Selection criteria are a “bare minimum” Award criteria are weighted to prioritise different aspects of the overall R&D challenge June 14 is the deadline for giving us feedback on the proposed scope and tender requirements Tender published early October with two months response date 05/06/2019 Tender Procedure and Requirements 18

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