Tender of MitID. Briefing January 4th [Courtesy translation]

Transcription

1 Tender of MitID Briefing January 4th 2018 [Courtesy translation]

2 Agenda 1. About the tender 2. The main actors 3. Time and process plan for the tender process 4. Selection process 5. The electronic tendering system and ESPD 6. Questions 7. Thank you for your attention 2

3 About the tender The contract is concluded with a partnership that consists of The Danish Agency for Digitisation as a representative of the public Denmark and The company FR1 as a representative of the Danish financial institutions The contract includes Development Operation Maintenance Support Further development of one national identity and authentication solution 3

4 The main actors in MitID RA/Support RA handles enrollment of End Users RA-Agreement Customer The Contract Supplier Autenticators for End Users End Users Broker Agreement Broker Service Provider Agreement Service Providers 4

5 The Customer The Customer comprises of a public and a private Party with the Danish Agency for Digitisation constituting the Danish Public Sector on behalf of the Danish government, the Danish regions and municipalities, and with FR 1 constituting the private Party on behalf of Finans Danmark. The customer concludes the Contract with the Supplier. The Contract governs the delivery of the Core as well as the delivery of the Services, including roles for direct players and service model. 5

6 The Supplier The Supplier has the total responsibility for the delivery of the Core, including delivery of Partial Deliveries. The Supplier has the overall responsibility for the management and quality assurance of all activities until the realisation of the Project, including the management of the clarification, analysis and development phases as well as the operations phase. The Supplier has a central role in the interaction with the direct players and concludes in this connection a broker agreement with Brokers and a RA agreement with RAs. 6

7 The Brokers A Broker is an entity that has concluded a Broker Agreement with the Supplier to give the Service Providers and End-users access to the Core by making Authentication available to the Service Providers. 7

8 The Service Providers Service Providers provide their own services to End Users and use Authentication from the Core based on a Service Provider Agreement with Broker. 8

9 RA-units og support organisations The RA units are intended to support the registration of End-users and the issue of authenticators as well as the support of End-users. The Support organisations provide support for End Users. The RA units and Support organisations conclude a RA Agreement with the Supplier. The Supplier enters into agreements with the RA units and Support organisations with a view to delivering certain supporting Services, including support, training and management. 9

10 End Users The End Users use Authenticators issued by the Supplier for autentication with Service Providers. 10

11 Time and process plan for the tender process Prequalification Preliminary tender Negotiation Final tender January 9th, 2018: Deadline for questions February 8th: Briefing for the prequalified suppliers June 12th July 6.th: First round of negotiations November 16th: Deadline for submission of final tender January 17th: Time limit for requests to participate February 5th: Publication of the prequalified suppliers March 1st: Briefing for the prequalified suppliers March 31st: Deadline for questions April 6th: Deadline for submission of preliminary tender August 14th September 7th: Negotiation Follow-up round October 12th: Adjusted tender documents January 30th, 2019: Award of the contract February 12th: The contract is signed

12 4. Selection process 12

13 Selection I 4 companies will be prequalified. These companies are selected on the basis of the selection criteria described in the tender specifications section II.2,9): The number of candidates invited will be limited based on an assessment of which candidates have documented the most relevant deliveries, see section III.1.3), regarding the contract tendered, see the description in sections II.1.4) and II.2.4). The assessment of relevance is made on the basis of whether and to what extent the references document experience with the performance of services comparable in terms of needs, requirements and volume to the main services covered by the contract, see the description in sections II.1.4) and II.2.4). In the assessment of which candidates have documented the most relevant references, all references will be considered to assess whether all the references together document a high degree of relevant experience. Main services in the contract notice, section II.2.4): i. Development and establishment of functionality for authentication, identification and registration of natural persons and associated supporting functionality and credentials. ii. iii. iv. Operation, maintenance, including ongoing updating/changes, management and further development of an accessible solution. Support, partly in the form of supporting support and support tools for the players (FOS, RA units, brokers) that provide end-user support, and partly meaning technical support during the development phase for the players which are to establish interfaces to the solution. Complex process and project management with players which are dependent on connecting to the solution through a certification process. 13

14 Selection II The candidate must submit the ESPD with the following information. A list of the five most significant comparable services, as described in sections II.1.4) and II.2.4), that the candidate has performed during the past five years before the deadline for submitting the request to participate. Only references relating to services accomplished at the time of application will be of importance in assessing which applicants have documented the most relevant deliveries. Each reference must contain: A brief description of the delivery, including each service included in the delivery The tenderer s role(s) in performing each service under the delivery The economic value of the delivery (amount) The date of the delivery of each service under the delivery as well as, The name of the customer (recipent). The reference descriptions of the candidate s deliveries must be based on the main services covered by the contract. When stating the time of delivery, please state the date of each service under the delivery, indicating both the start date and the end date. Up to five references may be provided. 14

15 5. The electronic tendering system and ESPD 15

16 Service announcement regarding language The language of the tender is Danish. The ESPD can therefore only be submitted in Danish. The pictures of the ESPD in the following slides are in Danish. After the XML file is imported, see slide 20 and 21, language can be chosen in the upper right corner when working in the ESPD. Remember to change the language to Danish before submitting the ESPD. 16

17 The electronic tendering system Requests to participate must be submitted electronically via the contracting authority s The electronic tendering system. The address is provided in section I.3) of the contract notice. The tender is listed under Current public procurement procedures. To access the tender documents, the candidate must be registered or register as a user. All communication in connection with the tender procedure, including questions and answers, must take place via the electronic tendering system. 17

18 The European Single Procurement Document (ESPD) The ESPD is created by the contracting authority and is completed by all applicants as a temporary proof of compliance with the criteria of exclusion, eligibility and selection. It is expected that only the winning tenderer must provide final documentation for the information provided in the ESPD. The contracting authority may at any time during the procedure ask the candidate or tenderer to submit part or all of the documentation if necessary to ensure proper completion of the procedure. 18

19 Instructions for completing the ESPD For a step-by-step guide to complete the ESDP see chapter 3 in the instructions by KFST. The KFST has made a guidance for the ESPD, which goes through the points of attention for the use of ESPD. The instructions can be found on the following link: An English translation of the relevant parts in Chapter 3 has been made. It is placed in the translated documents in the electronic tendering system of the MitID tender. 19

20 Opening of ESPD The digital tender system The XML-file is downloaded through the electronic tendering system 1) Export 2) Save the XML-file locally 20

21 Opening the ESPD, step-by-step 1. Go to the website: 2. Tick off the check button I am an economic operator 3. Tick import ESDP 4. Upload the XML-file ( esdp-request- ICI.xml ) 5. State country 6. Press next For further information on completing the ESDP, refer to the KFST instructions. 5 21

22 ESPD, part II: Information about the economic operator Information about the company must be specified, Form of participation must be specified: 1. Alone 2. Participating with others (e.g an consortium) 3. Alone, but relying on the capacities of other entities 4. Alone, with subcontractors, on which capacity the economic operator is not relying upon. 22

23 ESPD, part II: Information about the economic operator - continued Form of participation: 1) Alone "No" is indicated at participation with other entities. No is indicated at the economic operator relying on the capacities of other entities. 23

24 ESPD, part II: Information about the economic operator - continued Form of participation: 2) By association eg. consortium: Each company in the consortium must complete it s own ESPD. Each company in the consortium must complete the ESPD in it's entirety. (Unlike entities that a company is based on, which only has to complete separate ESPDs in part). Yes Is indicated if the economic operator is participating in association with others. New spaces will afterwards become visible. Yes or no is indicated by whether the economic operator rely on the capacities of other entities. If yes see 3) concerning the conditions for separate ESPD. Angiv navne på alle medlemmer i sammenslutningen 24

25 ESPD, part II: Information about the economic operator - continued Form of participation: 3) Alone, but relying on the capacity of other entities For the economic operator s own ESPD: 1 No is indicated by whether the economic operator is participating with others Yes is indicated by whether the economic operator is relying on the capacities of other entities 2 25

26 ESPD, part II: Information about the economic operator - continued Form of participation: 3) Alone, but relying on the capacity of other entities A separate ESPD must be filled in for each entity on which the economic operator is relying on, i.e. The support unit must fill in the following parts of the ESPD: In the ESPD of the entity which the applicant is relying on, the following must be stated in the form of participation: No Indicated if the company is participating with others No Specified if the company is based on the ability of other entities. Del II, A (Information about the economic operator) Del II, B (information about the representatives of the economic operator) Del III (exclusion grounds) Del IV (economic and financial standing), if the EO is relying on the capacities of other entities Del IV (technical and professional ability), if the EO is relying on the references of other entities. 26

27 ESPD, part II: Information about the economic operator - continued Form of participation: 4) Alone with subcontractors, but not relying on the capacity of the subcontractor. If the applicant only intends to subcontract a part of the contract to a subcontractor, the applicant is entitled - but not obliged to - to state this in ESPD, Part II, D. There is no requirement for this in the contract notice. However, if the applicant nevertheless indicates in the ESPD to intend to subcontract a part of the contract to a subcontractor, this will not, in principle, result in the applicant being obliged to use that subcontractor for the performance of the services under the contract. 27

28 Part III: Exclusion grounds Under "Part III Exclusion grounds", the company must state whether it is covered by the mandatory grounds for exclusion. The tab is divided into three parts, A-C. The mandatory grounds for exclusion imply that the contracting authority is obliged to exclude companies that are subject to an exclusion ground. The text of the ESPD form for the individual exclusion grounds stems from the Procurement Directive, and the wording is therefore slightly different from the provisions of the Public Procurement Act. 28

29 ESPD, part IV: Selection criteria Economic and financial standing Applicant must provide ESPD with the following information: Applicant's equity in the last financial year available Applicant's total revenue in the last financial year available. The information is given in ESPD Part IV.B. Minimum requirements: 1. Positive equity The minimum requirement is a positive equity in the last financial year available. If the candidate relies on the abilities of other entities, equity is calculated as the company s and such other entities total equity in the last financial year available. For groups of companies (e.g. a consortium), equity is calculated as the companies total equity in the last financial year available. 2. Total annual revenue The minimum requirement is a total annual revenue of at least DKK 150,000,000 in the last financial year available. If the candidate relies on the abilities of other entities, revenue is calculated as the candidate s and such other entities total revenue in the last financial year available. For groups of companies (e.g. a consortium), revenue is calculated as the companies total revenue in the last financial year available. 29

30 ESPD, part IV: Selection criteria Technical and professional ability - references References must be submitted in the ESPD under Part IV.C. Refer to the slides above on references and selection. 30

31 ESPD, part V: Reduction of the number of qualified candidates When the contracting authority has stated that selection takes place based on the applicant's references, the applicant may enter "Yes" and in the description field, for example, refer to the description of the references described in Part IV, C. 31

32 Part VI: Concluding statements 1. Enter date 2. Enter location 3. Signature 4. Press "Overview" 5. A new window opens. Scroll down to the bottom and press "Download in"

33 Finalizing the ESPD the electronic tendering system Upload separate ESPD: 1. Press "Import" 2. Press "Add Files" 33

34 Time limit for requests to participate In connection with the request for prequalification, pay attention to the following: The time limit for requests to participate (upload of ESPD) is 17th January 2018 at 23:59. The application can only be submitted in Danish, cf. the contract notice, section IV.2.4). 34

35 6. Questions and answers in the electronic tendering system 35

36 Questions and answers Questions in connection with the procurement process must be submitted in the electronic tendering system in the question-answer module. Press Supplier questions and answers. Press"Ask question" When the contracting authority has answered, a heading will be visible. The contracting authority's response becomes visible by touching the heading for the question

37 Technical questions for the use of the electronic tendering system? If you experience any problems with the electronic tendering system, please contact Technical Support either at or by phone at

38 7. Questions? 38

39 Thank you! Slides + minutes in Danish and English are published in the electronic tendering system 39