Call for Tenders - Grant Agreement SA/CEN/GROW/EFTA/515/ Volume 1 - Instructions to tenderers
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1 Call for Tenders - Grant Agreement SA/CEN/GROW/EFTA/515/ Volume 1 - Instructions to tenderers Request for tenders for 26 project team leaders, up to 104 technical experts and 1 technical reviewer, in response to Mandate M/515 phases 3 and 4 tasks for the development of the 2 nd generation of EN Eurocodes Launch: 15 December 2017 Deadline for tenders: 5 February 2018 NEN Vlinderweg AX Delft NL, P.O. Box 5059, 2600 GB Delft +31 (0) M515Eurocodesphases3-4@nen.nl Page 1/27
2 OVERVIEW OF ALL DOCUMENTS FOR THE CALL FOR TENDERS - GRANT AGREEMENT SA/CEN/GROW/EFTA/515/ This document provides Instructions for Tenderers, but does not form a part of the Contract. Tenderers should note however that failure to return information in the correct format at the correct time will invalidate a Tender. They are, therefore, advised to take care and note which documents need to be returned at the indicated time. The complete list of documents available to Tenderers contains the following elements: Volume 1 (this document): Instructions to Tenderers This volume provides full instructions on how the Tender Process shall be organized and how and when Tenderers should submit their responses to the questions contained within and to the award criteria; Volume 2 (available separately): Contract terms and Conditions - This Volume contains the documentation for Contracts and general terms and conditions; Volume 3 (available separately): The Specification This volume contains the scope/brief, outlining the requirements. Volume 1 Annex 2 (available separately): Template for quality submission This word document provides the template for the quality submission Volume 1 Annex 3 (available separately): Template for financial submission This excel document provides the template for the financial submission All the volumes can be found on Page 2/27
3 Table of contents 1 Introduction Background Overview of the CEN/TC 250 Work Programme The purpose of this procurement Collaborative working Contracting The Tender Process Publication of the Call for Tenders List of documents to be returned with the tender Tender Submission Points of Note Tender Administrator Completeness of Call for Tender documents List of Documents with this Call for Tenders Information used in the tender assessment Tender compliance Tender validity period Tender documents Tender queries Requests for extensions Corrupt gifts and payment of commission Pricing errors Publicity and marketing Tender returns Tender Responses & Evaluation Objective and approach Quality submission Requirements CV Letters of endorsement Page 3/27
4 2.2.4 Evaluation of quality submission Financial submission Requirements Evaluation Summation of scores Final Assessment Panel Contract award Terms and definitions Annex 1 Maximum available budgets per Project Team (Task) Annex 2 Template for Quality Submission Annex 3 Template for Financial Submission Page 4/27
5 1 Introduction 1.1 Background The Eurocodes (EN 1990 EN 1999) enable the design of building and civil engineering works, and comprise 10 Standards in 58 parts. When they were published, prior to 2007, the first generation of EN Eurocodes were the most comprehensive and technically advanced suite of standards for structural and geotechnical design in the world. Their development was a tremendous achievement and represented the culmination of over 30 years collaborative effort. Their impact has been considerable. It has been estimated that they affect the work of around professional engineers across Europe. In May 2010, the European Commission (EC), Enterprise and Industry Directorate-General, sent Programming Mandate M/466 EN to CEN concerning the Structural Eurocodes. The purpose of this mandate was to initiate the process of further evolution of the Eurocode system, incorporating both new and revised Eurocodes, and leading to the publication of the second generation of EN Eurocodes. CEN replied to this mandate in June In December 2012, the European Commission, Enterprise and Industry Directorate-General, sent a further Mandate M/515 EN (hereafter referred to as M/515), inviting CEN to develop a detailed standardisation work programme using the reply to mandate M/466 as a basis, leading to the development of the second generation of EN Eurocodes. In response to this request, as a first step, CEN/TC 250 prepared a technical response detailing TC 250 s proposed work programme together with additional supporting information. The preparation of this technical response was supported by extensive consultation with stakeholders. At the Copenhagen meeting of CEN/TC 250 in May 2013, this technical reply was unanimously approved for submission to CEN for transmission to the European Commission. The technical response was reviewed by the European Commission and distributed to members of the Eurocode ENC group. Positive feedback was received from all the members of the ENC that responded to the invitation to comment. Subsequently, the full response to Mandate M/515 EN, combining detailed financial and technical proposals, was formally submitted to the European Commission in March This quotation was accepted in December The European Commission and the European Free Trade Association (EFTA) awarded a grant agreement for Phase 1 and 2 of the proposed work programme to the European Committee for Standardization (CEN). Project teams for the delivery of Phase 1 were established in 2015, Phase 2 Project Teams were established in 2017 and work is progressing well on the tasks in both Phases. A further combined quotation providing detailed financial and technical proposals for both Phases 3 and 4 of the work programme was submitted to the European Commission in June The formal award Page 5/27
6 of a grant agreement by the European Commission and EFTA to CEN for Phases 3 and 4 is due to be made early The Dutch Foundation for Standardization (NEN) is responsible for the financial and operational management, administration and accounting of the execution of Mandate M/515 relating to the funding provided by the EC and EFTA. The secretariat of the CEN Technical Committee, CEN/TC 250 Structural Eurocodes, is held by British Standards Institution (BSI). BSI retains responsibility for the co-ordination and management of the CEN/TC 250 work programme. 1.2 Overview of the CEN/TC 250 Work Programme It is widely recognised that long-term confidence in the codes requires the Eurocodes to evolve in an appropriate manner. The CEN/TC 250 work programme developed in response to Mandate M/515 focuses on ensuring the standards remain fully up to date through embracing new methods, new materials, and new regulatory and market requirements. Furthermore, it focuses on further harmonisation and a major effort to improve the ease of use of the suite of standards for practical users. Beneficial impacts of the work programme range from improved efficiency and targeted extension of scope, to increased user confidence and enhanced sustainability in construction. With the European market for design services in the construction sector having been estimated as approximately 75 Billion, it is clear that even very modest efficiency savings will yield very substantial monetary benefits for public and private sector clients. The full TC 250 work programme is structured to comprise 77 discrete tasks in four overlapping phases, as illustrated in Figure 1. This has been done to enable the interdependencies between activities to be effectively managed and ensure that the work is undertaken as efficiently as possible. Each task in the work programme will be undertaken under the direction of one of TC 250 s existing Subcommittees (SC), Working Groups (WG) or Horizontal Groups (HG). Phase 1 includes those parts of the work programme upon which other activities are primarily dependent for reasons of overall coordination, technical scope or because they are essential for achieving the target dates for delivery of the next generation of Eurocodes. Phase 1 of the TC 250 work programme includes 29 tasks, of which 25 are funded by EC and EFTA. Phase 2 of the work includes 22 tasks of a more specific technical nature, all funded by EC and EFTA. This call for tenders includes parts of the work programme that are more specific in nature. It is a combined call for both Phases 3 and 4 to align with the grant agreement with the European Commission. Phase 3 and 4 tasks may build upon work from Phase 1 and 2, advanced drafts of which will be available when Phase 3 and 4 Project Teams commence their activities. Phase 3 and 4 of the TC 250 work programme includes 26 task, all are to be funded by EC and EFTA. This combined Call for Tenders relates to both Phases 3 and 4. Page 6/27
7 The 26 tasks that are to receive funding under Mandate M/515 EN are included in the scope of this Call for Tenders. Phase 3 of the work programme comprises 18 tasks and Phase 4 comprises 8 tasks. As set out in Volume 3, the start date of Phase 4 tasks will lag the start date of Phase 3 tasks by up to 12 months. Figure 1: Indicative phasing of work The detailed specification for each of the tasks in phases 3 and 4 of the work programme is included in Volume 3. A list of the Phase 3 and 4 tasks and a summary of final deliverables is given in Table 1. All tasks concerned with existing Eurocode parts include some common requirements in their scope. Requirements relating to reducing NDPs and enhancing ease of use are included. The provision of background documents is a common requirement for all tasks. Typically tasks are associated with particular Eurocode parts. However, in some cases, it has been determined that an alternative approach will be more effective. Therefore, in some cases several tasks contribute to the evolution of particular parts and in others, several related Eurocode parts are included within the scope of a single task. Table 1: Summary of final deliverables for Phase 3 and 4 tasks Task Ref. Phase Task Name Deliverable a SC1 SC1.T6 P3 Interdependence of climatic actions (wind, snow, thermal and atmospheric icing) and glass structure SC1.T11 P3 Evolution of existing parts of EN 1991 not included in the other tasks Report providing additional clauses for EN , -1-4, -1-5 and EN (and future Eurocode for Structural Glass) Draft for revised EN , EN , EN , EN SC3 Page 7/27
8 Task Ref. Phase Task Name Deliverable a SC3.T7 P3 Stainless Steels. Revised EN SC3.T8 P3 Steel Fatigue. Revised EN SC3.T9 P3 Material and Fracture. Revised EN SC3.T10 P4 Steel bridges and tension components. Revised EN and EN SC3.T11 P4 Masts, Towers and Chimneys - Consolidation and rationalisation of EN SC3.T12 P4 Harmonisation and Extension of Rules for Storage Structures. Revised EN and EN SC3.T13 P4 Evolution of EN and EN Draft for revised EN Background documents Draft for revised EN Background documents Draft for revised EN Background documents Draft for revised EN Draft for revised EN Background documents Draft for EN (a single Eurocode for masts, towers and chimneys) Background documents Draft for revised EN Draft for revised EN Background documents Draft for revised EN Draft for revised EN SC4 SC4.T6 P3 Revised EN Draft for revised EN SC4.T7 P3 Revised EN Draft for revised EN SC4.T8 P4 Revised EN Draft for revised EN SC5 SC5.T4 P3 Revised Eurocode 5, part 1-2 (Fire) SC5.T5 P3 Revised Eurocode 5, part 1-1 SC5.T6 P4 Evolution of existing parts of EN 1995 not included in the other Draft for revised EN Draft for revised EN Draft for revised EN Page 8/27
9 Task Ref. Phase Task Name Deliverable a SC6 tasks SC6.T2 P3 Revised version of EN SC6.T3 P3 Revised version of EN Draft for revised EN Draft for revised EN SC7 SC7.T6 P3 Rock mechanics and dynamic design Report providing draft new/revised clauses in EN SC8 SC8.T5 P3 Evolution of EN and EN SC8.T6 P3 Evolution of existing parts of EN 1998 not included in the other tasks Draft for revised EN and EN Draft for revised EN HG-B HG-B.T2 P3 Bridges - ease of use and technical consistency review Report providing recommendations for other SCs / WGs on improvements / modifications required to draft new and revised Eurocode parts. WG2 WG2.T2 P4 Assessment and Retrofitting of Existing Structures General Rules / Actions. Preparation of EN Draft for new EN on Assessment and Retrofitting of Existing Structures General Rules. Draft for new EN on Assessment and Retrofitting of Existing Structures Actions. Report on requirements and guidance on the development of material-specific assessment and retrofit provisions. SC11 SC11.T3 P4 Structural Glass Preparation of EN Draft for new EN on Structural Glass. WG4 WG4.T2 P3 Fibre Reinforced Polymers Preparation of CEN TS Draft for new CEN TS on Fibre Reinforced Polymers WG5 Page 9/27
10 Task Ref. Phase Task Name Deliverable a WG5.T2 P3 Membrane Structures Preparation of CEN TS Draft for new CEN TS on Membrane Structures WG6 WG6.T2 P3 Robustness rules in material related Eurocode parts Report providing horizontal harmonised model clauses to be implemented in material related Eurocodes. Background documents Note a Where reference is made to draft for revised or new EN 199x or other deliverable this is explicitly a draft, accepted by the relevant Subcommittee, Working Group or Horizontal Group as being a correct and adequate response to the contract. 1.3 The purpose of this procurement The purpose of this procurement is to appoint experts to form the Project Teams for the 26 tasks in Phases 3 and 4 of the TC 250 work programme and to appoint 1 technical reviewer for both Phases 3 and 4. Project Teams are expected to comprise a Project Team Leader and four Project Team Members. Appointments will be made on an individual basis. Tender responses must therefore be for individual experts. Tender responses for teams will not be considered. 1.4 Collaborative working NEN, BSI and CEN wish to create an environment characterised by collaboration, mutual trust, respect, openness and whole team focus on delivering Mandate M/515 and CEN/TC 250 s objectives. Collaborative working must be a top priority for all parties because of the high level of interdependency between the Eurocode parts and because satisfactory delivery of the mandated work depends on satisfactory completion of all activities. The Chairman and Secretary of the responsible SC / WG or HG will serve as ex-officio members of each Project Team, fulfilling a key role in ensuring effective technical coordination and that the work of the Project Team is aligned with the requirements of the EC and CEN/TC 250. It is envisaged that Project Teams will use modern means of communication and collaborate using , telephone and video-conferencing. Software for video-conferencing (GoToMeeting) can be used free of charge on request to CEN with prior notice. 1.5 Contracting The objective of this Call for Tenders is to enable NEN to establish individual contracts for experts to work in each of the funded Project Teams for tasks in Phases 3 and 4 of the TC 250 work programme and Page 10/27
11 who collectively form the most capable team for the task. In addition, its objective is to appoint a single technical reviewer for both Phases 3 and 4. The appointment of experts to funded Project Teams will be undertaken in line with the Framework Partnership Agreement 1 (FPA 2014) rules for award of contracts. The contracts for the Project Team Leader and each of the Project Team Members will be based on the scope of work for one particular task included in this Call for Tenders. Project Teams responsibilities will end when they have provided a draft that EC/EFTA 2 accepts as being a correct and adequate response to the Contract. The Contract is time based with a ceiling, with payments made at specific milestones. A maximum budget is available for each Project Team, see Annex 1. Expenses, such as travel and lodging costs, incurred are included in this budget. Payments to selected experts are dependent on NEN having received the corresponding payments. Tenderers should be forewarned that the delay between the receipt of the deliverables from the experts and NEN being in a position to issue the payment may be in the order of several months. This will be partly overcome by the fact that CEN and the EC have agreed on a pre-finance (Milestone 0) as given in Volume 2. 1 EUROPEAN COMMISSION ENTERPRISE AND INDUSTRY DIRECTORATE-GENERAL - Sustainable Growth and EU 2020 Standards for boosting competitiveness - FRAMEWORK PARTNERSHIP AGREEMENT - FRAMEWORK AGREEMENT CEN In practice the technical approval will come from the relevant CEN/TC 250 Sub Committee, Working Group or Horizontal Group. Page 11/27
12 1.6 The Tender Process The main steps and indicative timings for Tenderers in the Tender Process are listed in Table 2. Table 2: Provisional Tender Process Timings (may be subject to change) Date Event 15 December 2017 Launch call for experts 26 January 2018 Final date for submission of tender queries 5 February 2018, 5.00pm Central European Time (GMT+1) Deadline for tender submissions 5 March 2018 Assessment completed by evaluation panels (pre-selection panels) 26 March 2018 Final assessment panel meets to finalise recommendation 8 June 2018 Confirmation of recommendation by EC/EFTA By end June 2018 By end August 2018 Target date to have contracts in place with all Phase 3 Project Teams. Target date to have contracts in place with all Phase 4 Project Teams. 1.7 Publication of the Call for Tenders The Call for Tenders is published on the following websites: NEN CEN List of documents to be returned with the tender Tenderers may apply to participate in more than one Project Team. However, each proposal must be submitted separately and be clearly distinguishable. The Tenderer shall submit the application using the web form (see 1.9.1): 1. Tenderer's organization, contact details, VAT identification number and bank details; Contact details (organization name, approximate number of employees, department name, VAT identification number) Invoice address (street name and number, P.O. Box number, postal code, city, country) Bank details (bank name and address, International Bank Account Number (IBAN), BIC/SWIFT Code) Page 12/27
13 2. A statement of whether the nominated expert should be considered for the role of Project Team Leader or solely as a Project Team Member; 3. A completed quality submission, using the template provided (see 2.2); 4. A short CV supporting the candidates qualifications (see 2.2.2); 5. A financial offer, using the template provided (see 2.3) A letter of endorsement from a National Standardisation Body is not required. However, such a letter may be included in a Tenderer s submission. The quality submission, short CV, financial offer and a letter of endorsement from a National Standardisation Body can be uploaded as separate files through the web form. 1.9 Tender Submission Points of Note Tender Administrator NEN s point of contact for tender administration is: Name: Mark Lurvink, Consultant structural safety, NEN. M515Eurocodesphases3-4@nen.nl Telephone: +31 (0) Website: Submission web form: All Tender submissions shall be submitted through the web form. All questions shall be submitted by at the above address Completeness of Call for Tender documents On receipt of the tender documents (via NEN s website), tenderers shall check the attachments received against the list included at Section of this Volume. If the attachments received are incomplete, tenderers are requested to contact NEN by immediately List of Documents with this Call for Tenders The following is a list of all the documents forming this Call for Tenders: Volume 1 (this document): Instructions to Tenderers This volume provides full instructions on how the Tender Process shall be organized and how and when Tenderers should submit their responses to the questions contained within and to the award criteria; Volume 2 (available separately): Contract terms and Conditions - This Volume contains the documentation for Contracts and general terms and conditions; Page 13/27
14 Volume 3 (available separately): The Specification This volume contains the scope/brief, outlining the requirements. Volume 1 Annex 2 (available separately): Template for quality submission This word document provides the template for the quality submission. Volume 1 Annex 3 (available separately): Template for financial submission This excel document provides the template for the financial submission Information used in the tender assessment Tenderers should note when preparing their response that the Evaluation Panel will evaluate the tender submissions using the information supplied by the tenderer within this tender process Tender compliance Tender submissions will be checked initially for compliance with these Instructions To Tenderers and for completeness. Clarification may be sought from tenderers in order to determine if the tender submissions are complete and compliant but NEN reserves the right to reject any tenders that are not, upon receipt, compliant with, and in the format specified in this volume. It is recommended that the Tenderer undertakes its own check for content and compliance. Each response shall be submitted electronically via web form to NEN (see 1.9.1). Each submission document should be clearly labelled and signed where appropriate. We recommend that the following filename format is used: M515P3-4_[Project Team Reference Number (SCx.Ty / WGx.Ty / HGx.Ty) or Technical Reviewer (TR)] _[Organization or Company Name]_[Name expert] Example: M515P3-4_SC4.T6_NEN_Lurvink Each submission shall be completed using the web form. Supporting documents as specified in 1.8 shall be uploaded in either Microsoft Word, Microsoft Excel, or Adobe PDF file format. NEN shall have the right to reproduce copies of any tenders for the purposes of tender evaluation. All information text that is alphanumeric should be formatted in A4 or A3 page layout. All submission documentation shall be in English, shall contain the reference to Phase 3 or 4 of the Mandate M/515 and it shall contain the designation of the particular Project Team (e.g. M/515 task SC7.T6). For ease of recognition, the tender documentation submitted by the Tenderer shall contain footers sequentially numbered, titled and cross-referenced when appropriate. Page 14/27
15 1.9.6 Tender validity period Tenders shall remain open for acceptance by NEN for a period of nine months from the deadline for tender submissions Tender documents Tender documents are provided electronically via the dedicated website (see 1.9.1). Although efforts have been made to ensure that all electronic files are virus free, it shall be the Tenderer s responsibility to protect its own IT systems from any infection of the electronic files Tender queries It is important that the Tenderer fully understands the Instructions To Tenderers provided in this document. Clarification will be provided where required. The objective is to provide clarification to both NEN s requirements and rules to be applied to the operation of the Contract as well as the Tenderer s submissions. No formal or informal queries will be answered verbally by NEN. All responses to tender queries will be published on the dedicated website (see 1.9.1) to ensure a fair and transparent procurement process. The Tenderer should only accept and act upon responses to queries issued by NEN. Queries must be received by the final date for submission of clarifications shown in Table 2. No guarantee can be given that any queries received after this date will be answered Requests for extensions Any requests for an extension to the tender period must be received at least four working days before the return date, but no undertaking can be given that any extension will be granted. Any extension granted to one Tenderer will be granted to all Tenderers. Any extensions granted will be published on the dedicated website (see 1.9.1) 1.10 Corrupt gifts and payment of commission Direct or indirect canvassing of anyone related to organizing or evaluating this Call for Tender, by any Tenderer concerning this Call for Tenders, and any attempt to procure confidential information regarding the tenders from any of the foregoing shall result in the disqualification of the Tenderer from the tender process Pricing errors Any mistakes in the tender (for example in additions or multiplications carried forward), may be corrected by NEN subject to written clarification with the Tenderer. Any such change may be reason for the Tenderer to withdraw from the tender process. Page 15/27
16 1.12 Publicity and marketing Tenderers are not permitted to: Use any trademarks, logos or any other Intellectual Property Rights associated with NEN, BSI, CEN, EC, or EFTA; Do anything or refrain from doing anything which would have an adverse effect on the NEN, BSI, CEN, EC, or EFTA; and If required, Tenderers must seek further guidance from the Tender Administrator (see 1.9.1) Tender returns The tender return and evaluation timetable is given in Table 2. This timetable may be subject to change and, in the event of a change, a revised timetable will be published on the dedicated website (see 1.9.1). NEN reserves the right not to consider any tenders received after the submission deadline. Submissions not accepting the General Terms and Conditions as provided in Volume 2 may be declared invalid. If and when NEN accepts a tender, a notification shall be sent to the Tenderer via . Page 16/27
17 2 Tender Responses & Evaluation 2.1 Objective and approach For the Project Teams, the objective of the evaluation process is to select individual experts to form the most capable team for the task (MCTT). The MCTT will be determined by assessing the following criteria for potential teams as a whole (in order of importance): 1. Expert technical coverage of the scope of the task; 2. Capabilities of individual candidates; 3. Sufficient expertise in Standards development; 4. Balance of professional background and experience (design, research, construction, etc.); 5. Geographic coverage. The suitability of each Tenderer s nominated expert for membership of a Project Team or as Technical Reviewer will be assessed using the criteria set out below. The assessment will be based on a ratio of marks for quality and price of 85:15. An Evaluation Panel (pre-selection panel) comprising suitably qualified experts without any conflicts of interest has been formed for each task. Each Evaluation Panel will undertake an assessment using their experience and judgment to form an opinion on each Tenderer s submission and, on the basis of this assessment, make recommendations for the composition of each Project Team to achieve the MCTT. The Final Assessment Panel will review the recommendations from each of the Evaluation Panels holistically to confirm alignment with CEN/TC 250 s objectives. The Final Assessment Panel will be responsible for making the final recommendation for the leadership and memberships of all Phase 2 Project Teams. There are no restrictions in relation to the number of submissions from one individual for different Project Teams. However, tenderers should note that the Final Assessment Panel will take the total number of Project Teams in Phases 1 and 2 that a Tenderer might be participating in into consideration when concluding the final recommendations about the most capable team for the task (MCTT). 2.2 Quality submission Requirements The quality submission shall be prepared using the template provided separately as Annex 2 to Volume 1 of this Call for Tenders. It shall be accompanied by a CV (see 2.2.2) and may be accompanied by a letter of endorsement from an NSB (see 2.2.3). The maximum word limits specified in the template in Annex 2 shall not be exceeded. Any additional materials provided by Tenderers will not be taken into account in the tender evaluation. Page 17/27
18 The response shall contain a statement of whether the nominated expert should be considered for the role of Project Team Leader or solely as a Project Team Member. The response provided shall solely relate to experience and expertise of the nominated expert. The quality submission shall be submitted in PDF format CV In addition to the information requested in the quality submission template (see Annex 2), a CV shall be provided for the nominated expert. This CV shall not be longer than 2 pages (A4 size). The CV shall be submitted in PDF format Letters of endorsement Letters of endorsement from relevant National Standardization Bodies (NSBs) are not required but may be included with a Tenderer s submissions to support their application. Letters of endorsement shall not be longer than 2 pages (A4 size). NOTE For the complete list of NSBs see Evaluation of quality submission The quality aspects shall account for 85 % of the marks awarded to each tender. The capabilities of nominated experts and their suitability to fulfil a role on the Project Team will be assessed using the criteria and weighting given in Table 3 and will be based on the information provided in the tender response. Nominated experts being considered for the role of Project Team Leader will additionally be assessed using the criteria and weighting given in Table 4. The capabilities of nominated experts and their suitability to fulfil a role as Technical Reviewer will be assessed using the criteria and weighting given in Table 5 and will be based on the information provided in the tender response. It is emphasised that responses should be prepared reflecting and responding to the scope and requirements of the relevant task, see Volume 3 of this Call for Tenders. Page 18/27
19 Table 3 Selection criteria and weighting (all nominated Project Team members and leaders) Expert skills Maximum Score PT Members General Quality Criteria: 1.1 Availability and commitment Experience in standards development and implementation Proficiency in English Experience of successfully working collaboratively 7.5 Specific Quality Criteria: 1.5. Practical design experience relevant to the scope of the task Specialist technical expertise relevant to the scope of the task Knowledge and understanding of the technical background to the relevant Eurocodes and scope of the task Total 85 Table 4 Additional selection criteria and weighting for Project Team Leaders Leadership and Management skills Maximum Score PT Leader General Quality Criteria: 2.1 Experience in the successful management of teams 40 Specific Quality Criteria: 2.2 Experience in successfully leading teams in standards development or similar activities Total 100 Page 19/27
20 Table 5 Selection criteria and weighting (Technical Reviewer) Expert skills Maximum Score General Quality Criteria: 1.1 Availability and commitment Experience in standards development and implementation Proficiency in English Experience of successfully working collaboratively 5 Specific Quality Criteria: 1.5. Practical design experience of applying Eurocodes Specialist expertise and knowledge of technical background to Eurocodes Knowledge and understanding of the objectives of the CEN/TC 250 work programme Expertise and understanding in the development of user-orientated structural and geotechnical design standards 15 Total 85 Guidance is provided in Table 6 on the standards to be used in awarding scores in the quality submission evaluation. Page 20/27
21 Grade Unacceptable Weak Moderate Good Excellent Table 6: Basis for Quality Scoring How well does the proposed expert demonstrate relevant capability and experience relevant to the task and their role within the Project Team The Tenderer fails to demonstrate an adequate understanding of the task and fails to provide evidence of commitment, capability and experience relevant to the task. The Tenderer only demonstrates a weak understanding of the objectives of the task and provides weak evidence of commitment, capability and experience relevant to the task. The Tenderer demonstrates a moderate understanding of the objectives of the task and provides moderate evidence of commitment, capability and experience relevant to the task. The Tenderer demonstrates a good understanding of the objectives of the task and provides good evidence of commitment, capability and experience relevant to the task. The Tenderer demonstrates an excellent understanding of the objectives of the task and provides excellent evidence of commitment, capability and experience relevant to the task. Score 0 19% 20 39% 40 59% 60 79% % 2.3 Financial submission Requirements The financial submission shall be prepared using the spreadsheet template provided separately as Annex 3 to Volume 1 of this Call for Tenders. The Tenderer s financial offer shall comprise the following: (i) The task reference and role (ii) The overall budget for the nominated expert exclusive of VAT and inclusive of all expenses (including travel and lodging costs) incurred in undertaking the project. The overall budget shall be stated as a percentage of the maximum available budget per individual for the relevant task as given in Annex 1 of this instruction for tenderers. A value of 50 % therefore means that the Tenderer's financial offer is equal to half of the estimated maximum available budget for the individual. (iii) The day rate for the nominated expert exclusive of VAT. This day rate is based upon an 8 hour working day. This day rate shall be inclusive of all expenses (including travel and lodging costs) incurred in undertaking the project. Page 21/27
22 The Tenderer shall submit the financial offer using the provided template through the web form. The offer shall be signed by the Tenderer s official representative. All pricings shall be done in Euro. All pricings will be fixed for the duration of the Contract. Whilst it is broadly accepted that the rate payable for standardisation work will not be a full commercial rate, it must still be adequate so that experts of the calibre required are not unduly deterred from participating. A reference rate of EUR 750 per day for labour only is considered to be an appropriate compromise for a position in a Project Team and budgeting has therefore been undertaken on that basis. By way of illustration the reference rate of EUR 750 per day is typically less than 60% of the commercial rate to public sector clients in UK of a suitably qualified expert. For this reason, the maximum financial resources are mentioned in Annex 1 in order to receive offers which fit into available EC/EFTA budgets. On the same basis as for a position in a Project Team, a reference rate of EUR of EUR 550 per day for labour only is considered to be an appropriate compromise for the Technical reviewer. Budgeting has been undertaken on that basis Evaluation The financial aspects shall account for 15 % of the marks awarded to each tender. NEN reserves the right not to give further consideration to any Tenderer whose applications are considered either commercially unviable, where the total number of days (given by the overall budget divided by the day rate) is unrealistically low, or which exceed the available budget. Evaluation of the Tenderer s submission will involve checking: that entries required in the financial submission has been provided by the Tenderer; that there are no obvious anomalies; that there are no technical qualifications in the Tenders. NEN may seek to clarify and understand any anomalies it finds. Anomalies may be reason for rejection of the Tender without further notice. The total tender price will be used to calculate the financial score using the following methodology: A median price (MP) of the tendered prices will be calculated. The median price of the tenders will be assigned a value of 7,5 points (out of 15). 0,075 point is deducted from an initial total of 7.5 points for each percentage point the tendered price is above MP, but the score taken not less than 0; 0,075 point is added to the initial total of 7.5 points for each percentage point the tendered price is below MP. Page 22/27
23 An example is provided in Figure 2. Prices stated below are used as examples only and are not necessarily indicative of any of the budgets for this project: Tender A = 10K Tender B = 12K Median Price Tender C = 14K = 14K equals 7,5 points. Tender D = 15K Tender E = 18K Deducting or adding points depending upon the amounts the assessed tender prices are above or below the mean price: Tender A: 4,0K below MP = 29 % below MP: 7, % 7,5 = 9,64 points Tender B: 2,0K below MP = 14 % below MP: 7, % 7,5 = 8,57 points Tender C: Equal to MP: = 7,5 points Tender D: 1,0K above MP = 7 % above MP: 7,5 7 % 7,5 = 6,96 points Tender E: 4,0K above MP = 29 % above MP: 7,5 29 % 7,5 = 5,36 points Figure 2 Example of calculation of financial score 2.4 Summation of scores The marks for Quality and Financial Submission will be weighted in the ratio 85:15 respectively and added to provide the overall Tender score. 2.5 Final Assessment Panel The Final Assessment Panel will review the recommendations from each of the task Evaluation Panels and make the final recommendation for the leadership and memberships of all Phase 3 and 4 Project Teams and for the Technical Reviewer to the European Commission for approval to proceed. The Final Assessment Panel reserves the right to test the credibility of the combined Quality and Financial Submission, in particular where a Financial Submission appears abnormally low in light of the Quality Submission or vice versa, and reserves the right to either request the bidder to justify its Submission in these circumstances, or reject the bid. In the event that the bidder is unable to justify the Submission, the Final Assessment Panel reserves the right to adjust the score achieved by such a bidder. In the event that the Final Assessment Panel considers that any team does not have the required capabilities to successfully deliver the task, additional tenders may be sought. Page 23/27
24 3 Contract award Once EC/EFTA has approved a Contract award decision, notification of the intention to award a Contract will be sent to all Tenderers by NEN. Contract documents will then be sent to the successful Tenderer for execution and start dates confirmed. Tenderers whose submissions were not awarded with a contract will be informed. 4 Terms and definitions Within this document the following terms and definitions are used (in alphabetical order). BSI CEN EC EFTA EN HG NEN PT SC TC TG WG British Standards Institution European Committee for Standardization European Commission European Free Trade Association European Standard Horizontal Group Dutch Foundation for Standardization Project Team Subcommittee Technical (standardization) Committee Task Group Working Group Page 24/27
25 Annex 1 Maximum available budgets per Project Team (Task) In Table A1.1 total budgets for the Project Team are given per Project Team. Additionally, an estimation of the split of the total budgets per Project Team per individual role (Project Team Leader, Project Team Member) is provided. Table A1.1 - Maximum available budgets per Project Team Project Team (Task) Task name Maximum available budget per Estimated maximum budget per individual a [EUR] No. Ref. Project Team a [EUR] PT Leader PT Member (Based on 4) 1 SC1.T6 Actions - Interdependence of , , ,00 climatic actions (wind, snow, thermal and atmospheric icing) and glass structure 2 SC1.T11 Actions - Evolution of existing parts , , ,00 of EN 1991 not included in the other tasks 3 SC3.T7 Steel - Stainless Steels. Revised EN , , , SC3.T8 Steel - Fatigue. Revised EN , , ,00 5 SC3.T9 Steel - Material and Fracture , , ,00 Revised EN SC3.T10 Steel bridges and tension , , ,00 components. Revised EN and EN SC3.T11 Steel - Consolidation and , , ,00 rationalisation of EN SC3.T12 Steel - Harmonisation and Extension , , ,00 of Rules for Storage Structures. Revised EN and EN SC3.T13 Steel - Evolution of existing parts of , , ,00 EN 1993 not included in the other tasks 10 SC4.T6 Composite - Revised EN , , ,00 11 SC4.T7 Composite - Revised EN , , ,00 12 SC4.T8 Composite - Revised EN , , ,00 13 SC5.T4 Timber - Revised Eurocode 5, part , , ,00 2 (Fire) 14 SC5.T5 Timber - Revised Eurocode 5, part , , , SC5.T6 Timber - Evolution of existing parts , , ,00 Page 25/27
26 Project Team (Task) Task name Maximum available budget per Estimated maximum budget per individual a [EUR] No. Ref. Project Team a [EUR] PT Leader PT Member (Based on 4) of EN 1995 not included in the other tasks 16 SC6.T2 Masonry - Revised version of EN , , , SC6.T3 Masonry - Revised version of EN , , , SC7.T6 Geotechnics - Rock mechanics and , , ,00 dynamic design 19 SC8.T5 Earthquake - Evolution of EN , , ,00 and EN SC8.T6 Earthquake - Evolution of existing , , ,00 parts of EN 1998 not included in the other tasks. 21 WG2.T2 Assesmemnt and Retrofitting of , , ,00 Existing Structutres - Concrete Structures 22 SC11.T3 Structural Glass Preparation of EN , , ,00 23 WG4.T2 Fibre Reinforced Polymers , , ,00 Preparation of CEN TS 24 WG5.T2 Membrane Structures - Preparation , , ,00 of CEN TS 25 WG6.T2 Robustness - Robustness rules in , , ,00 material related Eurocode parts 26 HG-B.T2 Bridges - Ease of use and technical , , ,00 consistency review. 27 N/A technical reviewer ,00 a Expenses (travel and lodging costs) to be incurred in the context of this project are included in this budget Page 26/27
27 Annex 2 Template for Quality Submission Annex 2 is provided separately in Word format on the dedicated website (see 1.9.1). Annex 3 Template for Financial Submission Annex 3 is provided separately in Excel format on the dedicated website (see 1.9.1). Page 27/27
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