The document outlines the tender requirements and timescales for an R&D project. It discusses the exclusion, selection, and award criteria that will be used to evaluate tenders. Exclusion criteria relate to legal/ethical requirements, selection criteria ensure minimum qualifications are met, and award criteria score technical/non-technical aspects of tenders. The timeline includes publishing tender documents in October, a two month tendering period, and announcing results in December. Feedback on the proposed requirements is due by June 14th.

1. Tender Requirements and
Timescales
Joshua Davison

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. ARCHIVER timeline
05/06/2019 Tender Procedure and Requirements 13
We are here

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. ARCHIVER timeline
05/06/2019 Tender Procedure and Requirements 15

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. ARCHIVER timeline
05/06/2019 Tender Procedure and Requirements 17

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