Tender Requirements and Timescales Joshua Davison Tender Requirements

Tender Requirements and Timescales Joshua Davison

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 28/12/2021 Tender Procedure and Requirements 2

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) 28/12/2021 Tender Procedure and Requirements 3

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 H 2020 Associated Countries; No double public funding; Ethical research principles. Both are evaluated on a pass/fail basis 28/12/2021 Tender Procedure and Requirements 4

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 28/12/2021 Tender Procedure and Requirements 5

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. 28/12/2021 Tender Procedure and Requirements 6

Requirements Overview Criteria Used to evaluate… Exclusion Criteria The basic eligibility of • Single Tenderers companies to participate in • Each Consortium member the project • Subcontractor Selection Criteria The minimum characteristics needed to participate in the project are met • Single Tenderers On a pass/fail basis • Each Consortium member OR the Consortium as a whole, as specified 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 28/12/2021 Apply to… Tender Procedure and Requirements Are evaluated… On a pass/fail basis 7

Tender Evaluation Tender discarded Fail Check: • General compliance and completeness of bid • Authorised signature on all documents • All Exclusion and Selection Criteria are met Administrative Evaluation 28/12/2021 Tender discarded Pass Check: • All Compliance Criteria are met • Minimum specified scores on Award Criteria are met Fail Pass Attribute a quality score to the Tender based on the Award Criteria Technical Evaluation Tender Procedure and Requirements Check: • Prices are in the specified budgets; • R&D share and location meet the Compliance Criteria Pass Make a ranking of the compliant Tenders based on the quality score and the price Financial Evaluation 8

Draft Selection Criteria and Deployment Scenarios Mappings Selection Criteria Deployment Scenarios Competence and Experience in the Domain Capacity to Perform R&D E 1 – FIRE Ability to Commercialise and Protect Results E 2 – Cloud Caching Financial Capacity, Contract and Risk Management Storage Capacity Multi-Tenancy Architectures P 1 – Large File Remote Storage ALL P 3 – Data Distribution Network Connectivity and Bandwidth C 1 – The Ba. Bar Experiment API Support C 2 – CERN Digital Memory Service Desk and Security C 3 – CERN Open Data Quality Assurance Federated Authentication 28/12/2021 P 2 – Mixed File Remote Storage D 1, E 2, P 3 Tender Procedure and Requirements D 1 – PETRA III / EUXFEL 9

Draft Award Criteria and Deployment Scenarios Mappings Award Criteria Deployment Scenarios Service Description Data Integrity OAIS Reference Model E 1 – FIRE FAIR Principles E 2 – Cloud Caching Networking P 1 – Large File Remote Storage Service Reporting / Monitoring ALL Business Models User Support P 2 – Mixed File Remote Storage P 3 – Data Distribution Service Level Agreements Organisation and Planning (NT) C 1 – The Ba. Bar Experiment Qualification and Experience of Key Personnel (NT) C 2 – CERN Digital Memory Commercialisation Plan and Impact (NT) Federated Identity and Access Management D 1, E 2, P 3 Data Privacy C 2, E 1, E 2, P 3 API Capabilities C 2, C 3, D 1, E 2, P 1, P 2, P 3 Open Source Licensing C 3, D 1, P 2, P 3 28/12/2021 Tender Procedure and Requirements C 3 – CERN Open Data D 1 – PETRA III / EUXFEL 10

Tender Evaluation Total Score = Price Score + Technical Quality Score + Non-Technical Quality Score TOTAL SCORE - APPROXIMATE WEIGHTINGS (PHASE 1) Price Non-Technical Quality Score 28/12/2021 Tender Procedure and Requirements 11

Draft Weighting of Award Criteria in Phase 1 Service Description Draft Weight of the Award Criteria 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 The weighting is expected to be different in Phases 2 and 3 28/12/2021 Tender Procedure and Requirements 12

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

Tendering Procedure OMC Consolidation Event (Geneva) Deadline for comments on tender documents Open Market Consultation 5 June 14 June Deadline for submission of videos All questions and answers from the OMC published by the Buyers Group Tender Documents published on Project Website Buyers Group Tender Preparation 21 June Early October - 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 28/12/2021 Tender Procedure and Requirements 14

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

Tendering Procedure Tender and contract notice publication Bidders’ information session (webinar) Deadline for submitting questions and clarifications Deadline Publication of answers and clarifications Tender Evaluation Tendering Period Early October Early December 2 months 28/12/2021 Results announced to Tenderers for submitting tenders on CERN’s e-tendering platform Tender Procedure and Requirements Contracts signed and start of Design Phase Standstill Period December 2 -3 weeks January 2020 10 days 16

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

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 28/12/2021 Tender Procedure and Requirements 18