The European Spalla.on Source Business Opportuni.es. Luis Ortega Procurement Officer

Transcription

1 The European Spalla.on Source Business Opportuni.es Luis Ortega Procurement Officer 29 April 2015

2 Topics Industry and ESS Business Opportuni.es ESS Procurement ESS In- kind Contribu.ons Summary 2

3 Industry and ESS 3

4 1 been developed during the Design Update, which was part of the Pre-construction Phase. The Cost Report together with the Programme Plan and the Technical Design Report (TDR) will be basis for the ESS governing bodies final decision to embark upon the construction of ESS. Industry are key partners in building and opera.ng, and using ESS. The costing and planning for ESS has been made with a lifecycle approach, and as such includes a the different phases of the facility s lifetime. The phases included in the costing and planning are th Pre-construction, Construction, Operation and Decommissioning Phases. The total lifecycle cost is shown in Figure 1 below. Figure 1 ESS Programme cost SNS Airbus

5 An industrial partner aims for a successful, and profitable, partnership with ESS. What are the requirements? What s the schedule? How many resources do I have to plan for this? How will quality be controlled and assured? Is this a good investment in our company s.me? Do other companies have an unfair advantage? What are success criteria for ESS? Should we even plan to get involved with this project?

6 Industry of Science, a long- term plan. To take advantage of all the opportuni.es this project can open up consider how to: Determine a unique business model rela.ve to ESS to drive development and innova.on; Exploit the value of the ESS Collabora.on Network and working with research infrastructure.

7 Develop products & services for now and the next decade. Leverage work at ESS to understand what is coming down down the pipeline in terms of technology for the next decade; Exposure to a broad network is a good place to understand/determine and influence standards μtca

8 Business Opportuni<es 8

9 Opportuni.es for doing business with ESS Skanska for civil construc.on Contract in place with Skanska for conven.onal facili.es, Skanska conduc.ng procurement for sub- contractors for materials and works ESS Procurement for goods and services from ESS budget ESS AB follows EU public procurement direc.ve, implemented through Swedish public procurement Changing in 2015 to the ESS ERIC, procurement rules not subject to the EU procurement direc.ve but respect principles of transparency, non- discrimina3on and compe33on In- kind contribu.ons (IKCs) from partner ins.tu.ons in ESS member countries Opportuni.es through IKCs from partner ins.tutes in member countries 9

10 ESS Cost Baseline 10

11 Construc.on and Opera.ons M Construc.on (1843 M ) Ini.al Opera.ons + ramp- up Steady State Opera.ons

12 The Industrial Liaison Officer (ILO) Network The ILO Network is not a decision making body for ESS, but a privileged channel of informa.on for the organisa.on and for maturing business opportuni.es related to ESS. Each partner will cover the respec.ve personnel, infrastructure, travels and other expenses. It is a long- term ac.vity covering the construc.on and the opera.onal phases. 12

13 ESS Procurement 13

14 Legal basis and Policy for ESS Procurement ESS procurement is guided by European Procurement Direc4ve 2004/18/EC on public procurement, implemented through the Swedish Public Procurement Act (LOU), and the following principles: Open compe..on, accessibility to Industry, accountability, transparency and equal treatment Efficient, effec.ve and ethical use of resources, sustainability Objec.vity and clarity in ESS procurement business process All tenders over EUR207K published on EU tender website EU compe..ve procedures - open, restricted, nego.ated, compe..ve dialogue Use of up- to- date e- tools (ERP, E- commerce, etc.) 14

15 EU Procurement Procedures ESS is guided by: European Procurement Directive 2004/18/EC implemented through the Swedish Public Procurement Act (LOU) OPEN RESTRICTED COMPETITIVE DIALOGUE NEGOTIATED PROCEDURE PREPARE SPECIFICATIONS / SOW / TOR DAYS OJEU NOTICE ( 207K and higher) Response PQQs INVITATION TO TENDER SUBMISSION PERIOD RECEIPT OF TENDERS EVALUATE TENDERS AGAINST AWARD CRITERIA Expressions of Interest - 3 bidders invited INVITE AND CONDUCT DIALOGUE Issue ITT to Supplier Receive tenders and negotiate AWARD CONTRACT ALLOWING FOR 10 DAY STANDSTILL PERIOD SUBMIT OJEU AWARD NOTICE WITHIN 48 DAYS 15

16 Change from ESS AB to ESS ERIC Procurement under the ERIC framework An ERIC has legal personality based on EU law (Ar.cle 171 of the EC Treaty). Its main tasks are to establish and operate a research infrastructure. The ERIC is an easy- to- use legal instrument providing: A truly European venture (also allowing the par.cipa.on of non- European countries) A legal personality recognised in all EU Member States Flexibility to adapt to the specific requirements of each infrastructure some privileges/exemp.ons allowed for intergovernmental organisa.ons An ERIC can benefit from exemp.ons from VAT and excise duty in all EU Member States and it may adopt its own procurement rules, which have to respect the principles of transparency, non- discrimina3on and compe33on but are not subject to the EU direc3ve as such. ESS ERIC statutes including procurement rules are under development 16

17 Systems and processes in support of the ESS procurement process Op.misa.on and improvement of procurement systems is ongoing: Procurement plan for the construc.on phase (un.l 2019) ready - > public version will be communicated regularly in ESS website Tenders published on ESS website + EU tender website, as appropriate E- tendering plaqorm tool. Introduc.on planned for mid

18 ESS procurement informa.on ESS Website (hrp://europeanspalla.onsource.se/procurement- 1) Open Procurements Procurements >50,000 EUR published on ESS website Market Surveys A tool to gain more informa.on on a market and/or informa.on from suppliers. Not used as a pre- qualifica.on tool to par.cipate in a tender, unless specifically stated. Informa<on on Planned Procurements Indica.ve informa.on published to give greater visibility to industry on ESS procurement plans. Official Journal of the European Union For tenders >207,000 EUR and prior informa.on no.ces Industrial Liaison Offices (ILOs) Via weekly 18

19 Supplier Database Business Profile 19

20 ESS In- kind Contribu<ons 20

21 ESS In- Kind Contribu.ons A non- cash contribu.on by a Member Country to ESS Technical components for the facility (also personnel needed to perform the tes.ng, installa.on and/or integra.on) R&D work (also personnel needed to perform the work) Personnel made available for specific tasks during the construc.on phase Other products and services relevant for the comple.on of the facility 21

22 ESS In- Kind Goals 600 Construc.on cost: 1,84 Billion In- kind: 750 Million 509 M 500 IKC Cash M 75% M 65% M 47 65% % Controls Target Instruments Accelerator 22

23 Science ins<tu<ons involved in the design & construc<on of ESS Aarhus University CEA Saclay, Paris CNRS Orsay, Paris ESS Bilbao INFN, Catania Lund University Uppsala University Accelerator Science and Technology Centre, Daresbury and Oxford CERN, Geneva Cockcroz Ins.tute, Daresbury DESY, Hamburg ESS Bilbao Fermi Na.onal Laboratory, Chicago John Adams Ins.tute for Accelerator Science, London and Oxford Laval University, Canada Maribor University, Slovenia Na.onal Centre for Nuclear Research, Poland Oslo University Rostock University Spalla.on Neutron Source, Oak Ridge Stockholm University Techical University of Darmstadt Nuclear Physics Ins.tute Of The Ascr Czech Technical University, Prague Aarhus University University Of Copenhagen University Of Southern Danmark Technical University Of Danmark - Dtu Ins.tut Laue- Langevin - Ill Llb (Laboratoire Léon Brillouin) Helmholtz- Zentrum, Berlin Helmholtz- Zentrum, Geesthacht Technical University, Munich Forschungszentrum, Jülich Elerra- Sincrotrone Trieste Università Di Perugia Consiglio Nazionale Delle Ricerche Delz University Of Technology Ins.tute For Energy Technology, Ife Linköping University Mid Sweden University Epfl École Polytechnique Fédérale De Lausanne Paul Scherrer Ins.tute, Psi

24 ESS In- kind contribu.ons EOI Process May 2013 Call for EOI sent out Target mailing, website publishing, conferences/events Ac<ve solicita<on period Period of mee.ngs and communica.ons with poten.al partners to encourage par.cipa.on and answer ques.ons TDR Cost Book Ongoing EOI Evalua<on started Priori.za.on based on schedule, need, relevance Competence Relevance On- going process New calls as WPs mature In- Kind framework rules Over 1000 responses from 205 organiza.ons received 24

25 IKC Agreement template " documents published" 25 25

26 Summary 26

27 Summary ESS is already underway and very schedule driven. Industrial Partners should view ESS long- term, as a development opportunity, and with an eye to other research infrastructure. The project is a major European collabora.on of the public and private sector. Much of ESS will be built by in- kind partners all over Europe so its important to understand how we are organized to iden.fy the right customer in the project. 27

28 Thank you for your aren.on 28