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TENDERING
SPECIFICATIONS
TABLE OF CONTENTS
1.
INTRODUCTION....................................................................................................... 3
1.1. General information concerning the call for tenders......................................... 3
1.2. General information concerning the contract .................................................... 3
2.
TECHNICAL SPECIFICATIONS.............................................................................. 4
2.1. Context ............................................................................................................. 4
2.2. Description of work........................................................................................... 9
2.3. Volume ........................................................................................................... 16
3.
........................................................................................................... 17
TECHNICAL ANNEX.30
Maritime sectors as defined in annex III of the study on the Economic Impact of
Maritime Industries in Europe
ANNEXES
- Annex 1: Draft standard service contract
- Annex 2: Tender forms
- Annex 3: Questionnaire and Checklist
1. INTRODUCTION
1.1.
1.2.
"Sustainable development is development that meets the needs of the present without compromising
the ability of future generations to meet their own needs. (Brundtland Report, 1987). This concept
requires the reconciliation of environmental, social and economic demands.
3
TECHNICAL SPECIFICATIONS
2.1.
Context
Background
Maritime economic activities are important for Europe, notably for its coastal
regions, which are home to about 40% of the EU population. These regions
account for a production value of some 450 billion. In view of the current
economic, financial and social crisis, seriously affecting the maritime sectors,
there is a need to prepare for the post-crisis period and explore new growth
potentials.
In this context, Commission President Barroso called for boosting new
sources of growth, employment and social cohesion in inter alia the maritime
sector2. He stressed that Europe cannot continue to rely on demand-driven
economic growth. New sustainable sources of growth are to be unlocked.
Sustainability not only implies long term economic opportunities, but also
enhancing skills and promoting advanced technologies, whilst ensuring the
protection of Europe's maritime zones, biodiversity and the marine
environment. Maritime Spatial Planning (MSP) will be a key instrument for
decision-making in this respect, requiring data management tools and a
variety of IT solutions which can help addressing the complexity of the task
in the European context.
Against this backdrop, the European Commission, under its Integrated
Maritime Policy (IMP)3, intends to identify the future potential of cuttingedge technologies and services for marine and maritime applications and
innovative uses of marine and coastal resources as drivers for innovation,
competitiveness and, ultimately, growth and jobs and social cohesion, in
established, emerging and prospective sectors.
Examples of new technological frontiers
The oceans, seas and coasts bear great promise for new economic activities,
based on exploration, utilization, innovation and technological development
and notably:
Technological developments can foster industrial applications and generate
societal benefit. Examples are: clean and energy-efficient ships including
alternative fuels and shore-side electricity supply; large-scale multifunctional
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Concerning transport matters, tenderers should also look at the contributions to the on-going future of
transport debate:
http://ec.europa.eu/transport/strategies/events/2009_11_20_future_of_transport_en.htm
http://ec.europa.eu/europe2020/europe-2020-step-by-step/
Direct link to list of studies at http://ec.europa.eu/maritimeaffairs/studies_en.html
http://ec.europa.eu/social/main.jsp?catId=784&langId=en
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Description of work
Objectives
The study aims to conduct an in-depth analysis and foresight of cutting-edge
knowledge, technology and innovation as a basis for shaping future wealth
from oceans, seas and coasts scenarios (the study has to cover the subject in a
comprehensive and complete fashion, without any significant gaps in relation
to maritime sectors and activities covered, technologies and skills employed
and positive and negative drivers for the roll-out of growth scenarios). On
this basis (i.e. with knowledge, technology and innovation as cross-sectoral
drivers and generic enablers), it should sketch sustainable economic growth
scenarios to guide future policy strategies covering all relevant maritime
policy areas as well as for programming research, technological development
and innovation activities. Policy strategies are understood to cover EU,
Member States and regional levels. In this context, it is of importance for the
tenderer to understand the underlying concepts and the implications of the
Marine Strategy Framework Directive21, the increasing tendency towards an
appropriation of the maritime space and marine resources, and the evolution
of a more integrated understanding of the economic benefits from Exclusive
Economic Zones (EEZs).
The study should develop a set of alternative growth scenarios on the basis of
an assessment of the potential, in economic terms, for innovation and
technology based on marine resources, and maritime and coastal technologies
for the period from 2010 to 2025.
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21
http://ec.europa.eu/information_society/tl/research/priv_invest/jti/index_en.htm
http://cordis.europa.eu/
http://eit.europa.eu/
http://ec.europa.eu/enterprise/policies/innovation/policy/lead-market-initiative/index_en.htm
http://ec.europa.eu/research/social-sciences/pdf/the-world-in-2025-report_en.pdf
http://www.marine.ie/NR/rdonlyres/B66FBE34-3859-4FA8-9ABF8C8558CDB15E/0/ForesightSeries1_global_market_analysis.pdf
http://www.marine.ie/home/SmartOceanI.htm
http://oceancommission.gov/documents/full_color_rpt/000_ocean_full_report.pdf
http://www.oceaneconomics.org/
Directive 2008/56/EC of the European Parliament and of the Council of 17 June 2008 establishing a
framework for community action in the field of marine environmental policy
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Concerning existing or on-going study work particular attention must be given to work undertaken by
other Commission services dealing with maritime matters in order to avoid an unnecessary duplication
of efforts. DG MARE is available for guidance in this respect and expects the contractor to contact
other projects where applicable. The contractor, therefore, needs to understand the full scope of
maritime related activities across the services of the European Commission. In this respect, the
Progress Report on the EU's Integrated Maritime Policy, COM(2009) 540 final of 15.10.2009 and
SEC(2009) 1343 provide the necessary comprehensive set of references.
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Baltic Sea, North Sea, Mediterranean Sea, Black Sea, Atlantic including the English Channel, Arctic
Sea, and Outermost Regions
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Areas where more basic or applied research efforts are needed prior to
commercialisation, and which generic innovation trends and technological
developments should be supported;
Challenges for industry and public authorities: this could cover steps
needed to set the appropriate framework conditions fostering growth,
including for example overcoming legal and regulatory obstacles,
providing market incentives and triggering "market pull", also through
public procurement, optimising planning, licensing and certification
processes, addressing education and training needs, supporting new
cooperation patterns, including those on international level or through the
promotion of cluster activities, activating financing, enabling risk
mitigation and management, etc..
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The original documents required for the annexes can be provided in the original language, if not
available in a working language of the Commission (English, French, German).
15
Volume
The maximum price for the contract (all costs included) amounts to
EUR 1 000 000 (one million euro).
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3.
3.1.
Tenders
Tenderers must include all the information and documentation required to
enable the authorising department to appraise tenders in accordance with the
criteria set out in section 4.
All documents presented by the tenderers will become the property of the
European Commission and are to be deemed confidential.
The tender must be submitted in triplicate (one copy clearly identified
Original, and two copies marked Copy 1 and Copy 2; Copy 2 should
be unbound), in three sealed envelopes:
1) One sealed envelope containing the documentation for the identification of
the tenderer and exclusion and selection criteria as requested under sections
4.1, 4.2 and 4.3 of the tendering specifications, including the questionnaire in
Annex 3, the legal entity form and the financial identification form.
2) One sealed envelope containing the technical tender according to section
4.4.1 of the tendering specifications, including the technical tender form in
Annex 2, filled in and signed by the tenderer. The technical tender should
contain no financial information.
3) One sealed envelope containing the financial tender, i.e. the financial
tender form in Annex 2, filled in and signed by the tenderer.
Each of these envelopes must clearly indicate the content ("Identification,
Exclusion and Selection Criteria", "Technical" and "Financial").
All tenders will be opened in public at the place, on the date and at the time
specified in the covering letter of this call for tenders. Tenderers or their
authorised representatives are allowed to attend the opening. These persons
will have to sign an attendance list.
For practical reasons, tenderers are requested to inform DG MARE by e-mail
(mare-tenders@ec.europa.eu) of their wish to attend the opening no later than
one week before the meeting.
3.2.
Prices
The Commission enters into contracts and makes payments in Euro.
Prices must be free of all duties, taxes and dues (on the grounds that the
Commission is exempt from such charges under the provisions of Articles 3
and 4 of the Protocol on the Privileges and Immunities of the European
Union).
Prices must be quoted in Euro, exclusive of VAT and all taxes and dues. The
amounts must be quoted to two decimal places.
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Joint tenders
A joint tender is a situation where an offer is submitted by a group of service
providers. Partners in a joint tender assume joint and several liability
towards the Commission for the performance of the contract as a whole.
Statements, saying for instance:
- that one of the partners of the joint tender will be responsible for part of
the contract and another one for the rest, or
- that more than one contract should be signed if the joint tender is
successful
are thus incompatible with the principle of joint and several liability. The
Commission will disregard any such statement contained in a joint tender,
and reserves the right to reject such a tender without further evaluation, on
the grounds that it does not comply with the tendering specifications.
A joint tender has to be signed by all members of the group, or by one of the
members, which has been duly authorised by the other members.
A joint tender must specify the role of each of the members involved.
If awarded the contract, each member of the group assumes a joint and
several liability towards the Commission. The contract will have to be
signed by all members of the group, or by one of the members, which has
been duly authorised by the other members.
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3.4.
Subcontractors
Subcontracting is the situation where a contract is to be established between
the Commission and a contractor and where the contractor, in order to carry
out that contract, enters into legal commitments with other legal entities for
performing part of the service. However, the Commission has no direct legal
commitment with the subcontractor(s).
The contractor retains full liability towards the Commission for performance
of the contract as a whole. Accordingly:
- the Commission will treat all contractual matters (e.g. payments)
exclusively with the contractor, whether or not the tasks are performed by
a subcontractor;
- under no circumstances can the contractor avoid liability towards the
Commission on the grounds that the subcontractor is at fault.
Any intention to subcontract part of the contract must be clearly stated in the
tender.
Tenderers should provide:
- a document stating clearly the identity, roles, activities and responsibilities
of subcontractor(s) and specifying the volume/proportion for each
subcontractor;
- a letter of intent by each subcontractor stating its unambiguous
undertaking to collaborate with the tenderer if he wins the contract and the
extent of the resources that it will put at the tenderers disposal for the
performance of the contract.
If the above-mentioned documents are not provided, the Commission shall
assume that the tenderer does not intend subcontracting.
3.5.
Contacts
The contact point indicated in the covering letter of this call for tenders is the
only one allowed. Tenderers are requested to put any questions in writing
and to send them to the e-mail address indicated. Queries by telephone will
not be considered.
Questions concerning the administrative procedures will be treated
individually. If the reply to a question is of general interest, it will be made
available on DG MARE website at the following address:
http://ec.europa.eu/dgs/maritimeaffairs_fisheries/contracts_and_funding/calls
_for_tender/index_en.htm
The site will be updated regularly and it is tenderers' responsibility to check
for updates and modifications during the tendering period.
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2)
3)
4)
Award criteria: the purpose of these criteria is to choose between the tenders
which have been submitted by the tenderers not subject to exclusion and
which meet the selection criteria.
4.1.
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4.2.
Exclusion criteria
In the case of a joint tender and/or subcontracting, information on exclusion
criteria must be provided by each member of the group and/or
subcontractor27.
The exclusion criteria will be assessed in relation to each member of the
group and subcontractor individually. If a member of the group or a
subcontractor is subject to exclusion, the tenderer shall be excluded.
By providing the declaration on their honour in relation to the exclusion
criteria as required under sections 4.2.1 and 4.2.2 below, tenderers
acknowledge that they have been acquainted with the administrative and
financial penalties described under art 133 and 134 b of Commission
Regulation 2342/2002 of 23 December 2002 laying down detailed rules for
the implementation of the Financial Regulation applicable to the general
budget of the European Communities, which may be applied if any of the
declarations or information provided prove to be false.
4.2.1. Exclusion from participation in the procurement procedure
Tenderers must provide a declaration on their honour, duly signed and dated,
stating that they are not in any of the situations described hereafter.
Tenderers will be disqualified from taking part in the procurement procedure
if they:
(a) are bankrupt or being wound up, are having their affairs being
administered by the courts, have entered into an arrangement with
creditors, have suspended business activities, are the subject of
proceedings concerning those matters, or are in any analogous situation
arising from a similar procedure provided for in national legislation or
regulations;
(b) have been convicted of an offence concerning their professional conduct
by a judgment which has the force of res judicata;
(c) have been guilty of grave professional misconduct proven by any means
which the contracting authority can justify;
(d) have not fulfilled obligations relating to the payment of social security
contributions or the payment of taxes in accordance with the legal
provisions of the country in which they are established or with those of
the country of the contracting authority or those of the country where the
contract is to be performed;
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This requirement does not apply to subcontractors whose individual share in subcontracting is less
than 5 % of the total value of the contract.
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(e) have been the subject of a judgment which has the force of res judicata
for fraud, corruption, involvement in a criminal organisation or any other
illegal activity detrimental to the Union's financial interests;
(f) are currently subject to an administrative penalty imposed by the
contracting authority as a consequence of having been guilty of
misrepresentation in supplying the information required by the
contracting authority as a condition of participation in a procurement
procedure or as a consequence of having been declared to be in serious
breach of their obligations under contracts covered by the Union's
budget.
Tenderers are informed that the tenderer to whom the contract is to be
awarded will be requested to furnish, within a time limit defined by the
contracting authority and preceding the signature of the contract, evidence
confirming his declaration with regard to the situations of exclusion
described in point (a), (b), (d) and (e).
In the case of a joint tender and/or subcontracting, evidence will have to be
furnished by each member of the group and/or subcontractor28.
The contracting authority shall accept, as satisfactory evidence that the
tenderer to whom the contract is to be awarded is not in one of the situations
described in point (a), (b) or (e), a recent extract from the judicial record or,
failing that, an equivalent document recently issued by a judicial or
administrative authority in the country of origin or provenance showing that
those requirements are satisfied.
The contracting authority shall accept, as satisfactory evidence that the
tenderer is not in the situation described in point (d), a recent certificate
issued by the competent authority of the State concerned.
For any of the situations (a), (b), (d) or (e) above, where any document or
certificate referred to above is not issued in the country concerned, it may be
replaced by a sworn or, failing that, a solemn statement made by the
interested party before a judicial or administrative authority, a notary or a
qualified professional body in his country of origin or provenance.
The contracting authority may waive the obligation of the tenderer to whom
the contract is to be awarded to submit the documentary evidence if such
evidence has already been submitted to it for the purposes of another
procurement procedure and provided that the issuing date of the documents
does not exceed one year and that they are still valid.
In such a case, the tenderer to whom the contract is to be awarded shall
declare on his honour that the documentary evidence has already been
provided in a previous procurement procedure and confirm that no changes in
his situation have occurred.
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This requirement does not apply to subcontractors whose individual share in subcontracting is less
than 5 % of the total value of the contract.
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Selection criteria
4.3.1. Economic and financial capacity
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This requirement does not apply to subcontractors whose individual share in subcontracting is less
than 5 % of the total value of the contract.
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whole, to the extent that subcontractors put their resources at the disposal of
the tenderer for the performance of the contract.
Tenderers must furnish the following supporting documents for verification
of their technical and professional capacity:
- Statement of the average annual manpower and the number of managerial
staff in the last three years. Minimum level demanded: tenderers must
provide evidence of having employed at least three managerial staff with
academic education and fifteen annual manpower in total.
- The educational and professional qualifications and language skills of the
tenderer's managerial staff and, in particular, those of the person or
persons responsible for providing the services (Curriculum vitae).
Specifically, the minimum number of CVs is
4 for Category III (junior staff with academic qualifications and < 5
years experience;
Award criteria
The contract will be awarded to the tenderer offering the best value for
money having regard to quality and price. To determine which tender offers
the best value for money, the following evaluation method will be used:
4.4.1. Technical evaluation
A maximum of 100 points will be awarded for the quality of the tender.
The criteria for the assessment of the quality are:
(1)
(2)
of detail, and what the research will look for; present the parameters
for the size and the composition of the sample for the interviews.
Tenderers also need to describe the methodology for forecasting the
development of economic and technological trends and for defining
scenarios (including a forecast as to the planned number of alternative
scenarios needed and the level of detail to be covered).
(3)
Only the tenders having reached the minimum number of points required for
each of the criteria for the assessment of the quality and a minimum score of
60 out of 100 will be considered for the financial evaluation.
4.4.2.
Financial evaluation
The financial value of the tenders that pass the quality examination will be
determined by calculating the price index as follows:
(Lowest price tender / Price of the tender in question) X 100.
4.4.3. Award of the contract
The contract shall be awarded to the tender offering the best quality/price
ratio, with a 70/30 weighting between technical quality and financial value.
This will be achieved by multiplying:
the result of the technical evaluation (number of points) by 0,7
the result of the financial evaluation (price index) by 0,3
The two results will be added together and the contract will be awarded to the
tender obtaining the highest score at the end of this process.
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No. Sector
Shipping
Shipbuilding
Subsector
Definition
Merchant shipping & ship management; Short-sea
shipping; Chartering-out; Cruise & ferry services;
Ocean towage
Seagoing vessels
Scrapping
3
Offshore supply
Inland shipping
Maritime works
Fishing
Recreation
Recreational vessels
Recreational services
Maritime services
10 Maritime equipment
30
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