PROCUREMENT PROCEDURE FOR A PROJECT INFORMATION MANAGEMENT SYSTEM

Transcription

1 PARTICIPATE 1 (6) PROCUREMENT PROCEDURE FOR A PROJECT INFORMATION MANAGEMENT SYSTEM The Finnish Red Cross (FRC) invites all interested suppliers to submit a request to participate in a procurement procedure for a project information management system. The call for requests to participate (No ) and the related appendices have been published in the HILMA electronic notification system ( and the TED database (Tenders Electronic Daily) of the Official Journal of the European Union on. 1 THE OBJECTIVES AND THE OBJECT OF CONTRACT The Finnish Red Cross (hereinafter: FRC) is presenting a call for requests to participate in the procurement procedure for a project information management system (also: the system). The system is intended to be used in the management of projects carried out by FRC International Operations and Programmes division. The system users include FRC staff based in Finland and project-based aid workers in any given country of operation. More detailed descriptions of activities and requirements are provided in Appendix 1. The contract covers the setting up of the project information management system and related support services for a two-year period. The FRC also reserves the right to continue to utilize the support services for three years after the end of the contract period. The system will be set up in two stages. The first stage involves establishing the basic project management functions and the required interface for connecting the system with HR management support services. The second stage involves creating an interface between the project information management system and the finance management system. The software for managing finances will be MS Dynamics NAV, which will be implemented during The first stage will begin immediately after the contract has been approved, while the second stage will be launched during THE PROCUREMENT PROCEDURE 2.1 The negotiated procedure The procurement procedure selected is the negotiated procedure, because the nature of the intended system prevents drawing up a tender and determining the tasks in advance in as sufficient detail and accuracy as is required in order to select the best tender through an open or restricted procedure. The contract is partially funded by the Ministry for Foreign Affairs of Finland and shall be carried out in compliance with the Act on Public Contracts (348/2007). The estimated value of the contract exceeds the EU threshold value. The publicity of the procurement documentation shall be subject to the Act on the Openness of Government Activities (621/1999) and the Act on Public Contracts (348/2007). The tender documents and other information submitted by the candidates will become public information during the procurement

2 PARTICIPATE 2 (6) process. Any official documents containing information on a private business or professional secret, or comparable private business information (as defined in Section 24(1)(20) of the Act on the Openness of Government Activities 621/1999), will not be put into the public domain. Such information shall be marked in an unambiguous manner and, where possible, presented separately from other data. Prices and information used as evaluation criteria are not considered business or professional secrets. The opening of the tenders is not a public event. Once signed, the decision concerning the award of the contract will be put into the public domain. Together with the decision, the factors affecting the selection of the best tender, the prices and other content included in the decision document shall also become public information. The tender documents will be revealed to other tenderers after the decision has been made, and put into the public domain after the contract has been concluded. 2.2 The conduct of the negotiated procedure The provisions on the conduct of the negotiated procedure are presented in Section 26 of the Act on Public Contracts (348/2007). The negotiated procedure is estimated to include at least one round. At the discretion of the FRC, more than two rounds can be included in the negotiated procedure. The same number of rounds will be applied to each tenderer selected for the negotiated procedure. It is also possible to participate in the negotiated procedure as a consortium of tenderers; in such case, those included in the consortium must jointly commit to act in accordance with the obligations and responsibilities presented in the request to participate. Each member of the consortium must provide all the company information requested and respond to all the questions concerning the eligibility criteria presented in Appendix 2. Otherwise, the consortium will be viewed as a single candidate. In a negotiated procedure, candidates are invited to submit a request to participate in the procedure through a call for requests to participate. Five candidates will be selected for the negotiated procedure in accordance with the selection criteria defined in section 3.2 of this call for requests to participate. If there are fewer than five suitable candidates, all candidates that meet the eligibility criteria will be selected for the negotiated procedure. The FRC will send an invitation to the negotiated procedure to all the candidates selected. During the first round of negotiations, the candidates selected are provided with an opportunity to showcase their system and discuss the object of contract. After the first round of negotiations, the candidates will be sent a preliminary or final invitation to tender. The FRC will use its discretion to decide which type of tender will be sent to each candidate. More detailed information on the object of contract and the tender evaluation criteria will be sent to all the candidates. Based on the tenders received, either 1) two tenderers will be selected for a second round of the negotiated procedure and the final selection will be made based on negotiations with those two tenderers, or 2) the final selection will be made on the basis of the first round of negotiations. The final selection criterion shall be the economically most advantageous tender, but the exact criteria will be specified during the negotiations. The candidates/tenderers shall not be paid compensation for drawing up a request to participate/a tender, for participating in the negotiations, for participating in other parts of the negotiated procedure, or for any measures related to the procedure.

3 PARTICIPATE 3 (6) The FRC reserves the right to interrupt the negotiated procedure or accept only a part of a tender, if the funds budgeted for the system are insufficient. 2.3 The time limits Preliminary time limits for the negotiated procedure Publication of the procurement notice Submission of requests to participate 25 February 2015 Decision on which candidates to invite to negotiations 2 March 2015 Sending out the negotiation invitations 3 March 2015 The first round of negotiations March 2015 Sending the invitation to tender 20 March 2015 Submission of tenders 2 April 2015 Decision concerning the award of the contract 13 April 2015 Conclusion of the contract 4 May THE REQUEST TO PARTICIPATE Anyone submitting a request to participate must ensure that all the required documents are enclosed to and returned with the request to participate. The request to participate and the related documents will be accepted in Finnish or English. Official certificates will also be accepted in the original language, accompanied by a translation of the relevant parts into Finnish or English. There are two appendices accompanying the request to participate that must be completed and returned with the request form; these are: Appendix 2: Company profile and eligibility criteria Appendix 3: Descriptions of references The supporting documents related to the eligibility criteria must be delivered with the request to participate and the documents must be clearly numbered in Appendix Queries about the negotiated procedure and instructions for submitting a request to participate Queries Queries about the negotiated procedure or the request to participate will only be accepted via and they must arrive no later than 12 noon EET on 26 January Any observations of ambiguities, inconsistencies and errors are to be sent via . The queries and observations and the responses to them will be sent to everyone who has submitted a request to participate or requested to be included in the call for requests to participate. All communications are to be sent to each of the two addresses below, with the subject Project information management system. Contact person Elisa Nieminen-Väkiparta

4 PARTICIPATE 4 (6) addresses elisa.nieminen-vakiparta@redcross.fi and logistics@redcross.fi Validity period and instructions for submitting a request to participate A request to participate must be submitted signed in a closed envelope in paper format in two copies stapled together and one copy not stapled together. In addition, one copy must be submitted in electronic format, for example on a CD, DVD or flash drive in a DOC/DOCX, RTF, XLS/XLSX or PDF file. Should the copies of the request to participate have any differences or inconsistencies, the paper version will take precedence. The requests to participate must be valid until 31 December The letter containing the request to participate must be properly marked with Project information management system. The requests to participate are to be sent to the following address: Finnish Red Cross Headquarters / International Operations and Programmes Elisa Nieminen-Väkiparta P.O. Box 168 FI Helsinki, Finland The requests to participate must arrive at FRC Headquarters by 3 pm EET on 25 February Requests to participate submitted in electronic format or arriving after the time limit will not be processed. The sender will be responsible for the request to participate documents until they have been accepted at FRC Headquarters. 3.2 The processing, selection criteria and evaluation of requests to participate Requests to participate are reviewed in order to select the candidates that meet the eligibility criteria (Appendix 2) and have submitted all the supporting documents requested. All candidates who do not meet the eligibility criteria set in Appendix 2 shall be excluded from the negotiated procedure. The candidates must meet the eligibility criteria throughout the negotiated procedure. Candidates who fail to meet the eligibility criteria at a later stage of the procedure will be excluded from the competitive tendering process. If there are more than five candidates who meet the eligibility criteria, the candidates will be ranked on the basis of the scoring of the references, as described below. Descriptions of references will be recorded in Appendix 3. The references must be in use and have been implemented during the last three years. The criteria presented below do not need to apply to one and the same reference system. The references will be evaluated using relative scoring; the relative weighting is indicated for each criterion Evaluation criteria for the references of the requests to participate The references provided in a request to participate will be evaluated on the basis of three criteria, listed below. The three criteria are:

5 PARTICIPATE 5 (6) 1 The setting up of a project information management system for international aid. The supplier must provide proof of prior experience of implementing such a system that supports large numbers of projects and programmes backed by multiple donors. Examples include systems for organisations, ministries, development banks or development funds that carry out humanitarian aid and development cooperation projects. The evaluation will focus on the project types supported by the system (development cooperation projects and disaster response operations). A system that supports both these project types will score 5 points, and a system that only supports one of these project types will score 2.5 points. The minimum requirement for this criterion is 2.5 points. The relative weighting of this criterion is 45%. 2 System functionalities and language options. The evaluation will focus on how the system supports workflows and document management. A system in which the administrator is able to determine workflows will score 2 points and a system that has predefined workflows will score 1 point. A system that can be used to save and modify file attachments (Word, Excel, PowerPoint, TXT) and manage file attachments (PDF) will score 1 point, and if the system has the ability to save metadata and create archiving rules for the listed file types, it will score 2 points. The minimum requirement for this criterion is that the language option of the system is English. If the system s language options also include Finnish and Swedish, it will score 1 point. The relative weighting of this criterion is 35%. 3 A system that can be used both in online and offline mode. The evaluation will focus on the system s suitability for use in areas where users do not have Internet access, or where the speed or quality of the connection varies. If the system can remain operational during intermittent dropping of the Internet connection without losing any unsaved data or the current session, it will score 2.5 points. Another 2.5 points will be scored by a system that enables the locking of documents in offline mode and synchronising them later. The minimum requirement for this criterion is a minimum score of 2.5 points. The relative weighting of this criterion is 20%. Each candidate s points will be added up, and the five candidates with the highest scores will be invited to the negotiated procedure. 4 PLACE, DATE AND SIGNATURE Helsinki, Finnish Red Cross Elisa Nieminen-Väkiparta Project Planner

6 PARTICIPATE 6 (6) APPENDICES APPENDIX 1 APPENDIX 2 APPENDIX 3 FRC International Operations and Programmes and the objectives for the project information management system Company profile and eligibility criteria (fill in and return) Descriptions of references (fill in and return)