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NAWSARH Project

Acquisition of NAWSAR
Helicopter
for Norway and Iceland
Industry day #5
Prequalification Information Meeting
Project manager Kjell Jacob Johannessen
Sola 10th November 2011

Prequalification
NAWSAR Helicopter Acquisition

Agenda:
10:00 10:15 Welcome
10:15 10:45 General information about the acquisition process
10:45 11:45 Information of how to issue a Prequalification
Application
11:45 12:10 Coffee and snacks
12:10 13:40 Continuation of how to issue a Prequalification
Application
13:40 14:00 Questions and Answers

Status (Norway)
The central steering document
Major and detailed requirements
for deliverables
Procurement and contract
strategy
Implementation
Scope of work
Time plan
Budget and payment structure

Concept study
(QA1)

Government
decision

Prequalification
ITT (Invitation to Tender)
Tender document production
Evaluation
Down selection
Negotiation
Recommendation
Suggested Contract

Acquisition
solution
(QA2) *

Government
decision

Status
Parliament
decision

Tender process

EQA
ITT process kick off

Government
decision

Preferred bidder
Contract

Acceptance
First base ready
Positive decision
Negative decision

Building, test &


delivery

Implementation
(Introduction,
test and
evaluation)

Consecutive
delivery and
base phase in
Base by base

Acquisition process has started with reservation to Parliament decision

Preparation
Tendering phase
Production phase

Test and implementation phase

C
2

3 2 2 3 2 2
1 (Iceland)

Base implementing phase


Operation phase

Action
Preparation periode

The plan is divided into several overlapping phases

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

Master project plan

Project masterplan next twelve months

2011
Oct

Nov

Dec

Prequalification

2012
Jan Feb

PQ

Mar

Apr

May Jun

Tendering process

JUl

Aug

Sep

Clarification /
Evaluation

Oct

Nov

Dec

2013
1st
2nd
Qtr Qtr

Negotiation

3rd
Qtr

CA

Used names of companies during the process


Candidate(s) are
those Companies
that submit
application to be
pre-qualified

Pre qualified
Candidate are
those Candidates
that have been
pre-qualified and
will be allowed to
submit tender

Bidder is the Prequalified


Candidate that
intend to submit /
have submitted
tender

Provider is the
Bidder that have
been awarded the
contract after
negotiation

Project steering organogram (Norway)


Minister of
Justice and the
Police

Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
User group

Steering level
Performance level

Project
manager
Reference group

Staff

Sub project
Technical

Ass. Project manager

Sub project
operational

Sub project
Legal

Sub project
Financial

New steering structure gives good project control

NAWSARH Project team


Project Manager
Reference Group
Staff
(QA, lawyer, economist
administration)

Organisasation

Deputy
Project Manager

Sub project
Technical

Sub project
Operation

RNoAF (P7661)

MAP Aircraft Project

Planning
interface

BKM Consultant

Sub project
Legal

Simonsen

PwC

Hospitals
Total

Sub project
Financial /
economical

1
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A total of 33 project members in addition to the reference group

Main actors
Iceland

Norway

State Trading Centre

Ministry of Justice and


the Police
NAWSARH Project

Responsible buyer

Responsible buyer

NAWSARH Project

NAWSARH project

Understanding of the combined management organogram


Iceland Project
owner
MoI Iceland

Minister of
Justice and the
Police

Iceland Steering
Group

Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC

MoI Iceland
Nor / Ice Cooperation
Council
MoJ Norway
MoI Iceland

Steering level

User group

Iceland Project

Performance level

Project manager
Reference group (I)

Reference group (N)

Staff

Sub project
Technical

Ass. Project manager

Sub project
operational

Sub project
Legal

New steering structure gives good project control

Sub project
Financial

Prequalification documents
Information
Memorandum

Content of the acquisition and scope of supply


Administrative rules
Information of the process

Update of information
Requirements to the Candidate,
requirements for documentations and
evaluation criteria

App 1
Questionnaire

App 2
HES
statement

Standard requirements for Norwegian acquisitions for


work to be performed in Norway. To be completed by
the Candidates and representatives of his employees

App 3
Form of
Declaration of
commitment
App 4
Mission types
and operation
profile
App 5
Check list

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Will be used by the Candidate if the Candidate will


have support from other companies (parent / sister /
daughter)
To be completed by supporting company (if applicable)
Overview of actual mission scenarios and type of
missions

Checklist for Candidate management to ensure


completeness

The Norwegian and Icelandic Prequalification


Separate but similar documents at
the same time

PQ documents
App. 5
Check list

Norway

App. 4
Mission types and
operational profile
App. 3
Forms of
declaration of
App.2 commitment

Iceland
App. 5
Check list

App. 5
Check list

App. 4
Mission types
and operational
App. 3 profile
Forms of
declaration of
commitment

App. 4
Mission types
and operational
App. 3 profile
Forms of
declaration of
commitment
App.2
HES statement
App. 1
Questionnaire

HES statement

Prequalification
Information
Memorandum

App.2
HES statement
App. 1
Questionnaire
Prequalification
Information
Memorandum

App. 1
Questionnaire
Prequalification
Information
Memorandum

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Administrative rules:
- All administration at one location
- All questions / answers same address
- Same recipient address
- One evaluation responsible
- One prequalification application for
each countries

NAWSARH project

Whitepaper to the Parliament with propositions


Proposition for decision to acquire new rescue helicopter etc.
for the i period of 20132020:
The Parliament agree that Ministry of Justice- and the Police
can
1. within a frame of 16 800 Mill NOK:
a) Enter into a purchase agreement for up to 16 rescue
helicopter in the class of 10-20 ton complete with spare
parts, equipment- and training packages for mainland
of Norway for planned phase-in period 20162020. The
agreement shall also include options of up to six rescue
helicopter of same type.
b) Adjust infrastructure, including building adaptation for
the selected helicopter type at different bases in
addition to the landing possibilities at hospitals that is
utilised by the SAR helicopter today
2. Establish a contract of long term maintenance and logistics
support to support the helicopters operation inside the
allocated budget for the whole contract period

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The acquisition has started through the


Prequalification process
The process is divided into two stages:
Stage 1) Prequalification process:
The aim is to find qualified candidates that will be
allowed to participate in the competition for new
AWSAR helicopters for Norway and Iceland.
Only Prequalified Candidates will be invited to issue a
tender in the competition.
Stage 2) Competition based on an Invitation to Tender (ITT)
The aim is to find the best overall AWSAR helicopter
and support program.

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An important milestone has been achieved acquisition has started

Prequalification documents
Set of documents prepared for
collecting central information that will
support the Ministry to select
professional and solid suppliers with
proven products.
Process is strictly formal and failing to
follow the formality leads the Ministry
to disqualify Candidates.
If in doubt, its better to raise
questions than make failures.

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3
2
1

Prequalification

15

Title

11 November 2011

Norwegian Ministry of Justice and the Police

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2

Links to references

The Candidates are advised that the


documentation referred to herein as
References is provided as background
material only.
Requirement document
development through KS
regime to specification

a
a
a
a

Society goals
(KS1)

Effect goals
(KS1)

Major requirement
(KS1)

Requirement document

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1
2
3

(KS2)

Requirement Specification
for the acquisition

Observe the public version


of the requirement
document

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1. BACKGROUND AND INTRODUCTION

Cooperation between Norway and Iceland


Procurement of up to 16 + 1 fully adapted AWSAR
helicopter and up to 6 + 2 options

Together with an Integrated Logistics Support (ILS)


solution including the materials and services required to
support the operation through the life cycle.
This Pre-qualification is conditional upon the parliamentary
approval of the procurement process.
The procurement will be performed through a subsequent
competition between Pre-qualified Candidates with
negotiations after which a contract will be awarded to the
preferred Bidder.

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3
2
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2. INDICATIVE TIME SCHEDULE FOR


THE PRE-QUALIFICATION AND THE
PROCUREMENT PROCESS
Milestone
Invitation to participation in the Pre-qualification

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2
1

Indicated date
21 October 2011

Information meeting for parties interested in participating in the 10 Nov. 2011


Pre-qualification

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Deadline for questions and request for clarifications regarding the 9 Dec. 2011 at 12:00 CET
Pre-qualification Documentation
Deadline for the Candidates submission of a Pre-qualification 20 Dec. 2011 at 12:00 CET
20 Dec. 2011 at 12:00 CET
Application
Evaluation period

20 Dec. 2011 15 Jan. 2011

Notification of Pre-qualified Candidates

20 Jan. 2012

Issue of ITT

31 Jan. 2012

Information meeting for Pre-qualified Candidates

23 Feb. 2012

Deadline for submission of tenders

14 June 2012

Clarification and evaluation period

15 June 2012 - 25 Sept. 2012

Invitation to participate in negotiations

1 Oct. 2012

Negotiation period

1 Oct. 2012 01 July. 2013

Contract award

1 July 2013

Observe that
the date shall
be 2012

Please note that the dates (excluding the deadline for the Candidates submission of a Pre-qualification Application and
the corresponding deadline for questions and request for clarifications) are indicative only. Changes are likely to occur.

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3. INTRODUCTION

The scope of the procurement aims to acquire from one


responsible Turnkey provider:

SAR Helicopters fully adapted for their search and rescue role
A comprehensive life-cycle Integrated Logistics Support (ILS) solution
The purpose of the chosen concept is to reduce risk and maximise efficiency
whilst ensuring that the result is both complete and cohesive.

The SAR Helicopters must be fit for purpose

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3
2

Support must ensure serviceable aircraft at each of the SAR Operating


Bases at any given time
Absolute confidence in the Providers ability to sustain delivery quality and
reliability.
The requirements will carefully balance the ambition to acquire

innovative and

future-oriented helicopters

with low technological and programme risk.


The robustness, both in relation to delivery reliability and resultant helicopter
availability is paramount.

Expected supplier arrangement

Issues observed as challenging:


- Radar installations
- Mission management integration
- Ambulance installation
- ILS service
- Maintenance service
- Training (continuation) train the traine

Main contractor /
supplier

Sub-supplier (a)

Sub-supplier (b)
Sub-suppliers (nn)

Supplier to
Sub-supplier (##)

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Expect companies to establish single source Turn key solution

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4. THE PROJECT AND PROJECT ORGANISATION


1

Candidates should be informed that the


NAWSARH project team has been authorised to
perform the procurement of SAR Helicopters on
behalf of Iceland, and acts on behalf of Iceland
and the State Trading Centre (STC) in relation
to the Icelandic acquisition process that is
conducted in parallel with this Norwegian
procurement process.
Unless it is stated in the dialogue with the
potential Candidates related to the Norwegian
Pre-qualification Documents, however, the
Project acts only on behalf of the Government
of Norway.

Project steering organogram (Norway)


Minister of
Justice and the
Police

Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
User group

Steering level
Performance level

Project
manager
Reference group

Staff

Ass. Project manager

Sub project
Technical

10

Sub project
operational

Sub project
Legal

New steering structure gives good project control

Main actors

Iceland
State Trading Centre

Norway
Ministry of Justice and
the Police
NAWSARH Project
Responsible buyer

Responsible buyer

NAWSARH Project

NAWSARH project

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Sub project
Financial

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4

6.1

Provide year-round safety for people in the Search and


Rescue Region at sea, in inaccessible terrain, and in difficult
situations where other resources are insufficient.

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OVERALL CONCEPT AND PURPOSE

The Norwegian Search and Rescue Region is expected to increase


significantly.
Procure up to 16 new SAR Helicopters for six SAR Operating Bases in
Norway
With the aim of keeping minimum of one serviceable helicopter per base 24
hours a day all year round, with a target of 100% readiness.
The reaction time is 15 minutes.

The availability requirements will be measured at the interface


between the Turnkey provision and the equipment and
services performed in-house (by the Operator).
The main objective is to enable the Operator to obtain the
readiness targets, however taking into account life cycle cost
effects.
The final combination of the number of Helicopters, availability
requirements, and maintenance and logistics services, will
hence be subject to negotiations.

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2
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6.1 OVERALL CONCEPT AND PURPOSE CONT:


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Range requirement

3
2

The range requirements of the Norwegian SAR Helicopter have


been summarised in four key objectives, cf. Prop. 146 S (20102011):

To have the capacity to initiate rescue of 20 persons in distress at


sea within a range of 150 nautical miles at any point directly out from
the straight baseline within two hours and return with the rescued
people to a safe place on land. In addition, they must be able to
assist two people at the far perimeter of the Norwegian Search and
Rescue Region with better effect than today.
To assist persons in distress on land and in inaccessible terrain, and
in other emergency situations where other resources are insufficient,
quickly and in a secure manner year-round.
To continue the present established practice to conduct air
ambulance services, where the health services own helicopters are
unsuitable.
To carry out other missions of public importance

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Norwegian rescue region


Straight Baseline
Sea King Capacity
150 Nm from Straight Baseline
2 hours from base
based on135 Kts speed
and 15 minutes reaction time
(for Svalbard the speed is 122 Kts
and 60 minutes reaction time)
150 Nm from Straight Baseline at
Svalbard (Ambition to cover this
area is not decided)

Banak
Bod
rland
Flor
Sola Rygge

(military missions, support to special police missions, specialised fire fighting,


emergency relief, environmental protection, and other missions of public interest aimed
at protecting assets or the environment).

These objectives have again been further developed in the KS2 process in the Requirement Document. This document
is published for information purposes as a reference to this Information Memorandum. These requirements will in their
turn be further detailed in the specifications as part of the ITT

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6.3 THE DELIVERABLES A TURNKEY


DELIVERY OF SAR HELICOPTERS AND LIFE-

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2

CYCLE SUPPORT MATERIALS AND SERVICES

The ILS solution will include all:

life-cycle support logistics materials and


services and
some training and
maintenance services, (not applicable for Iceland)
during the implementation phase and for an envisaged duration of
ten years

The procurement will seek out a Turnkey provider, with only


one contractual interface between the Ministry and the chosen
provider.

Some assets (e.g. base facilities) and services (e.g. line


maintenance) shall be provided or undertaken by the Ministry,
Some assets and services will be made available to the Bidders
for incorporation in the Turnkey solution if considered appropriate
by the Bidder.

Sketch of the intended ILS and Maintenance set up


Ministry

Supplier
Local inventory

Not
included

Main
Store

Helicopter
Line
maintenance
Procurement

Helicopter
Major
Maintenance
and major
modification

Base
Maintenance
(Helicopter)
Component
work shops
(MRO)

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This Information Memorandum is a provisional description of the intended scope.

6.4 THE

DELIVERABLES

Main supplier
NAWSARH
helicopter
Basic Helicopter

3
2

ILS: Initial type competency


and capability

SAR mission installation

ILS: Future type competency


and capability (IP rights)

Mission System integration

ILS: Technical and operative


Expertise

ILS: Life cycle material support


and logistic

Tools / equipment

ILS: Initial Spare part set up


ILS: Recurring training
Training aids

Documentation

ILS: Maintenance (Not


applicable for Iceland)

ILS: CAMO organisation (Not


applicable for Iceland)

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The Ministry shall procure the agreed maintenance and logistics services for all SAR Operating Bases tentatively for a term of ten years, counting
from final acceptance of the last Helicopter, after which the maintenance and logistics services will be subject to a new tender competition. The term
will be subject to negotiations. Hence, the Ministry will ask for alternative tenders assuming both a shorter (five years) and longer (15 years) period.

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3
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6.5

IMPLEMENTATION OF HELICOPTERS, AND


ASSOCIATED MATERIAL AND SERVICES SUPPORT

Following an extensive acceptance procedure for all


deliveries the Ministry will take delivery of the Helicopters
All Services (training, maintenance and logistics) will be
subject to extensive review and testing prior to the
operation going live in an operational environment.
An initial period of technical and operational evaluation
(Operational Test and Evaluation, OT&E) will take place
after acceptance and delivery of the first two Helicopters.
The purpose of the OT&E is to determine any necessary
changes to the Helicopters, the associated material and
services support, and/or develop new or revise existing
operational procedures.

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

Master project plan

Preparation

Tendering phase

C
Building of first batch incl. QA

Production phase

Test and implementation phase

Base implementing phase


Operation phase

Phase duration
Preparation period
Contract award

# Helicopter delivery

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C
2

3 2 2 3 2 2

Delivery
schedule

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6.6 IN-HOUSE AND GOVERNMENT FURNISHED


ASSETS (NOT APPLICABLE FOR ICELAND)

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2
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Introduction

The Ministry will, provide all Candidates with a set of


prerequisites for preparing a tender, including services that will
be performed by the state itself (in-house)
Furthermore, a selection will be made available of Government
Furnished Assets that Candidates may choose to utilise as part
of their tenders.

Could be:
- Training facilities
- Workshop
facilities
- Special tools
- etc

In-house assets and services

Operator responsibility by 330 sqd


SAR Operating Bases as detailed on map
Line Maintenance

1st Line maintenance


Intermediate maintenance
(operational base)
(Maintenance base)
- Day to day
- Within 4 - 8 weeks
maintenance
downtime:
- Within 6-12 hours
- Failure rectification
downtime:
- Periodic
- Failure rectification
maintenance
- Periodic
- Modification
maintenance
- Modification
Maintenance personnel

The final and optimised arrangement related to the interface between


the Line Maintenance and the responsibility of the Turnkey Provider,
i.e. Base Maintenance, shall be subject to negotiations.

experience transfer

Helicopter on duty>>

Maintenance base facilities


It will be up to the Bidder to propose the most advantageous
solution, subject to negotiations.

Helicopter under
maintenance

1
1

Spare helicopter

1
1

1
1
Helicopter back-up

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Maintenance concept
Heavy maintenance
(Overhaul base)
- Helicopter overhaul
(IRAN)
- Major repair
- Major modification

7. THE PUBLIC AVIATION REGULATIONS REGULATORY FRAMEWORK (ONLY FOR NORWAY)


It is the Ministrys objective that the procurement shall be open (note: reservations) to
both military and civil certified helicopters, and military and civil registration. It is thus the
Ministrys objective that the Candidate may freely choose what he considers most
advantageous in order to meet the Ministrys operational, functional and technical
requirements.
Military
Civil Certified
Qualified

Priority 2
Economical benefits
(Cost of transfer from todays
military organisation to a civil
solution will be
added to the Bidders proposal)

Will survive if achieved:


Civil solution is feasible
Priority 1
Priority 2

Civil register
(state aircraft)

Military register

Civil register
(state aircraft)

Military register

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Priority 1
Operational flexibility

Will be concluded if:


Civil solution is not feasible or
Priority 1 is not achieved
Priority 2 either / or

The Intended Helicopter shall prove evidence that it will hold a Civil EASA type certificate or
Military Qualification from recognised authority at the latest when preferred bidder is selected

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Bottom line: The winning bid need to be the most cost efficient all over offer

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8. OPTIONS

3
2

In addition to an order of up to 16 (+1) large SAR Helicopters, the Ministry will require:

Options for the delivery of up to six (+2) additional SAR


Helicopters if needed.

The Options will be considered called for:


At Svalbard to replace the SAR helicopters
On the mainland
in case of loss of a Helicopter,
if the number of SAR Operating Bases at the Norwegian mainland
should be increased in the future, or
due to any other presently unforeseen or uncontrollable circumstance.
Iceland to replace existing SAR helicopters

The Options shall be valid for a maximum period equalling the


length of the maintenance and logistics services. Within this
frame the term and conditions will be subject to negotiations.

Number of helicopters

Candidates may offer their economically most advantageous Helicopter


candidate irrespective of civil certification (Iceland only) or military
qualification, and without concern as to whether the Helicopters will be
operated under a civil or military regulatory regime.

Country

Suggested
firm orders

Norway

16

Suggested
future options
6

Iceland

21

Total

17

To be confirmed 2018

Expect advices from supplier based on the number of bases,


readiness requirement and maintenance expectations

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Number of helicopter can be adjusted, based on type availability

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9. ICELAND

The Icelandic Government has decided to procure an initial


order of

Iceland intends to procure, as far as it is feasible, the same


Helicopters as Norway, thereby achieving efficiency and
economies of scale.

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one new long-range rescue Helicopter


with a purchase option of two more Helicopters.

Iceland will perform line and base maintenance in-house, and


acquire other necessary Services.

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10.1 PREQUALIFICATION OBJECTIVES

The procurement will be performed through this prequalifying assessment and a subsequent competition with
negotiations

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The Pre-qualification will determine if the Candidates

financial,

organisational and

technical qualifications
are sufficient to participate in the competition for the delivery of SAR
helicopters, equipment and services for the Icelandic and Norwegian
SAR service
The appendices describe the pre-qualification criteria and the
procedure for selecting the Candidates that will be invited to submit
tenders (Pre-qualified Candidates).
Strict requirements to the Candidates financial, organisational and
technical qualifications will apply.

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10.2 RESERVATIONS
10.2.1 Parliament approval
It is important to note that the Government has initiated this Pre-qualification
based on a decision subject to parliamentary approval by the Storting, cf.
Prop. 146 S (2010-2011).
It shall be clearly understood that the process may be cancelled in its entirety
during the Pre-qualification phase, without compensation to Candidates,
subject to the Parliaments request, or as a consequence of major changes
required to the scope of supply and/or other material assumptions for the
procurement.

10.2.2 Regulatory framework (civil or military)


The Ministry intention is not to close the question of helicopter register until
the time of selecting the preferred bidder, based on his best overall offer.
Please note that in order to allow a change in the future register (i.e. to a civil
register) it is required that operational flexibility in relation to SAR and air
ambulance operations is upheld.
Whether this is obtainable is pending clarifications from the MoD, CAA and
EASA.
Hence, the Ministry reserves the right to revisit the required regulatory regime
as necessary due to EASAs response, or if otherwise required to do so in
order to comply with the prerequisite of operational flexibility.

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11. THE PRE-QUALIFICATION


REQUIREMENTS

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11.1 THE PRE-QUALIFICATION QUESTIONNAIRE


The Pre-qualification Questionnaire establishes the
minimum requirements the Candidates must adhere to and
the documentation that must be provided in order to be
considered by the Ministry as pre-qualified for participation
in the competition.
The Candidates are instructed to complete the Prequalification Questionnaire and provide the documentation
specified therein.
Failure to complete the Pre-qualification Documents
including appendices as instructed, or failure to provide the
requested documentation, may lead to rejection of the
Candidate,

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11. THE PRE-QUALIFICATION


REQUIREMENTS CONT.

3
2
1

11.3 THE DECLARATION OF COMMITMENT


The Candidates are informed that the requirements stated in
the Pre-qualification Questionnaire may be fulfilled by other
companies, such as

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parent companies,
subcontractors,
subsidiaries
or other members of the consortium
(if applicable).

To the extent the Candidate does not meet the requirements


itself, but aims to meet the requirements by utilising the
experience or qualifications of such other parties,

the Candidate is required to provide further details as well as


documentation that such other party is obligated to deliver the relevant
capacity to the Candidate.
The form as described in Annex 3 shall be completed if the Candidate
relies on other business entities to fulfil requirements in this
prequalification

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13. COMPLETION OF REQUIRED


INFORMATION AND DOCUMENTATION

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2
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13.1 THE REQUIRED DOCUMENTATION


The Candidate shall submit the following documents, and shall
adhere to the instructions set out for their completion:

All documents and accompanying instructions shall be


complied with, without deviations. The Candidate should be
aware of the possibility to raise questions.
The documents shall be submitted

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A letter signed by the individual(s) legally representing the Candidate,


stating the Candidates intention to participate in the competition.
A completed Pre-qualification Questionnaire (Appendix 1) and all
documentation required therein
A completed HES statement (Appendix 2) and all documentation required
therein.
A completed Declaration of Commitment Form(s) if applicable (Appendix 3)
A completed Check-list (Appendix 5)

in three (3) paper copies, of which one (1) shall be marked as the original,
and electronically on a DVD-ROM, CD-ROM or USB flashdrive.

13. COMPLETION OF REQUIRED


INFORMATION AND DOCUMENTATION

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CONT:

13.2 DEADLINE, MARKING AND MEANS OF DELIVERY

The Pre-qualification Application shall be contained in a sealed shipment marked:


Pre-qualification NAWSARH 2011.

The Pre-qualification Application shall be received by the Ministry by personal


delivery or mail
Please observe that in the Icelandic
no later than 20th December 2011 at: 12:00 CET, at: documents there is an error set the
date to 15th December 2011.
Flyplassveien 190
PO Box 3
N-4050 Sola,
Norway

For the avoidance of doubt, it is not


permitted to send Pre-qualification
Documents electronically (by e-mail).

Candidates are made especially aware that they bear the sole risk for the Prequalification Application failing to reach the deadline at the requested place, e.g.
faults in the delivery by the messenger, the postal service, or any other reason.

13.3 LANGUAGE

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3
2

All documents delivered by the Candidate as part of this Pre-qualification shall be in


English or in Norwegian.

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14. QUESTIONS AND CLARIFICATIONS

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2

14.1 DEADLINE FOR QUESTIONS AND CLARIFICATIONS


1
Questions and requests for clarifications related to the Pre-qualification shall be
submitted no later than 9. December 2011 at 12:00 CET.
Questions and answers will be published on the Project Web Site and sent to
parties who have registered interest in this procurement on Doffin/TED. The
originator of the questions will not be identified.
Please observe that in the Icelandic
documents there is an error set the
14.2 CONTACT INFORMATION
date to 8th December 2011.
14.2.1The Ministrys contact information
All contact with the Ministry during the Pre-qualification process shall be
directed in writing to the Ministrys singel point of contact:
Ministry of Justice and the Police/NAWSARH project,
Att: Kjell Jacob Johannessen, project manager
Flyplassveien 190,
PO Box 3, N-4050 Sola
Or E-mail: nawsarh@jd.dep.no
All submissions shall be marked Pre-qualification NAWSARH 2011.
14.2.2The Candidates contact information
The Candidates shall in their response state a single point of contact (with full
name, position in the company, and contact information) for enquiries or other
communication from the Ministry or the NAWSARH Project to the Candidates.
There shall be one single point of contact for each Candidate regardless of the
organisation of the Candidate.

15.3 SECURITY REQUIREMENTS

37

ONLY)

These requirements also includes obtaining an authorisation or security


clearance of the Provider, his Subcontractors, and/or his personnel, from
the competent national security authority

It will not be required to obtain security clearances as a part of the


Pre-qualification.

(FOR NORWAY

It may be that the Provider at some point during the delivery will have
to comply with requirements related to the protection of classified
information and/or material (due to military operator / missions)

Candidates must however note that they will be contractually required to


ensure that all necessary security requirements can be met by Provider and
as necessary his Subcontractors, and that it is the sole risk of the Provider
if he fails to do so.

Before a contract is awarded, it shall as a minimum be evidenced that


a security agreement/arrangement exists between Norway and the
home state of the Provider (and/or his Subcontractors for the part of
the delivery requiring security clearance), and that no other identified
circumstances makes it likely that security clearances cannot be
obtained.

3
2
1

5
4

17. ETHICAL GUIDELINES

38

In order to ensure an objective, transparent and in all aspects fair


competition, ethical guidelines shall apply to both the Candidates behaviour
in the Pre-qualification (and throughout the competition), and to the public
bodies and their personnel involved in the procurement on behalf of the
Ministry.
The Candidates shall not try to influence, canvas or offer or give, or agree to
give, any person involved in the project any gift, commission, rebate or
consideration of any kind.
The NAWSARH Project internal ethics standard is published on the
Projects Web Site. Furthermore, other public bodies involved in the
procurement have been instructed not to exchange communication with any
prospective Candidates, relating to the procurement. All Candidates are
expected to respect that the Ministry, the NAWSARH Project, other public
bodies and their personnel will follow these standards, and not do anything
that could risk the ethics standard being compromised.
The awarded contract will contain provisions regarding ethical requirements.
The Provider will be required to conform to a professional attitude to social
responsibility, e.g. having a programme based on guidance laid out in ISO
26000:2010, or a comparable standard or system.

3
2
1

5
4

18. CANCELLATION AND REJECTION


18.1 TOTAL CANCELLATION OR REJECTION OF THE PROCUREMENT PROCESS
The procurement is dependent on parliamentary approval, and the Ministry
may cancel the procurement if such approval is not granted,
In addition, the Ministry may cancel the Pre-qualification if it considers that
there is reasonable cause for such cancellation.
The Ministry may also reject all submitted Pre-qualification Applications, if
the Ministry finds that there is a justifiable basis.
In the event of such cancellation or rejection, the Ministry is not liable for
any economic loss suffered by the Candidate.
18.2 REJECTION OF PRE-QUALIFICATION APPLICATIONS
Candidates are informed that failure to comply with the requirements set out
in the Pre-qualification Documentation may lead to rejection of the
Candidate, including but not limited to provisions regarding delivery date,
delivery place, delivery time and delivery format and the documentation
required.

39

It is therefore of great importance that the Candidates


study the Pre-qualification Documentation carefully and
follow the instructions herein.

3
2
1

5
4

19. COOPERATION BETWEEN ICELAND


AND NORWAY IN THE PREQUALIFICATION PROCESS

40

Norway and Iceland will cooperate in procuring SAR Helicopters


and associated material and services support with the intention of
achieving economies of scale and synergies.
The procurement processes will be held as two separate
competitions, with separate documentation for each stage of the
competition.
The Candidates should note that both nations remain free at all
times in the Pre-qualification to make their own individual
decisions regarding the selection of which Candidates should be
Pre-qualified, and that neither nation has the authority to enter into
any kind of obligations on behalf of the other nation.
Any material dispositive decision shall be subject to a formal
decision by the Icelandic government, or a body clearly appointed
by the Government to act on its behalf in this matter.

3
2
1

5
4

Information related to the further


procurement process

3
2
1

20 TENDER PHASE
Subject to parliamentary approval, and following the Pre-qualification phase,
the Pre-qualified Candidates will receive the ITT and be invited to respond to
the ITT with an offer for the delivery of the Service within a set deadline.
21 EVALUATION PHASE
Immediately following the deadline for submission of tenders, the Ministry will
ask for any necessary clarifications and evaluate the tenders according to the
evaluation model, after which the Bidders will be invited to negotiate for a
contract.
22 INITIAL REDUCTION OF CANDIDATES IN THE ITT PROCESS
The negotiations can be performed in several phases in order to reduce the
number of offers to be negotiated.
23 NEGOTIATION PHASE
Negotiations will take place with those Bidders which may be awarded a final
contract.
Award criteria
Weight
24 CONTRACT AWARD
Performance/Quality
48%
24.1 THE AWARD CRITERIA
Price
33%
Following the negotiations, the contract will be
awarded to the Bidder with the economically
Risk
7%
most advantageous offer, as further detailed
Reliability of delivery
12%
in the ITT. The award criteria will be:

41

5
4

24.2 THE COOPERATION BETWEEN ICELAND


AND NORWAY IN RELATION TO THE AWARD
CRITERIA

3
2
1

The Norwegian and the Icelandic procurement processes will


be held as two separate competitions, with separate
documentation for each stage of the competition.
The intention is to prepare the ITT to maximise economies of
scale and utilising synergies across the two procurements of
Norway and Iceland, i.e. it will be possible to offer both
separate and combined offers to Norway and Iceland. These
offers will be conditional upon each country choosing the same
supplier. This condition is fulfilled only if the combined offer
provides the economically most advantageous offer for both
countries respectively.
Possible separate and combination of offers

Bid for Iceland


Civil register

Bid for Norway


Civil or military
register

Bid for Iceland and Norway

Ministries want each of the potential bidders to be able


to come forward with their best possible proposals /
solutions based on the candidates strong sides.

42
74

Process allowing the bidders to submit his best offer

PRE-QUALIFICATION QUESTIONNAIRE
NAWSARH Project 2011
Answers shall be entered directly in the respective column for
Information required / Requirement, Documentation required and, if
applicable, Comments/Additional information.
Documentation requested shall be enclosed and marked with the applicable requirement
number and the relevant sequence number.

If, for any valid reason, the Candidate is unable to provide the
documentation requested by the Ministry under Chapter IV (Financial
Requirements), he may prove his economic and financial standing by any
other document which the Ministry considers appropriate.
The Candidates are informed that the requirements stated in the Prequalification Questionnaire may be fulfilled by other companies, for
instance parent companies, subcontractors, subsidiaries or other
members of the consortium (if applicable).
To the extent the Candidate does not meet the requirements himself, but aims to meet the
requirements by utilising the experience or qualifications of such other parties, the Candidate
is required to provide further details as well as documentation that such other party is
obligated to deliver the relevant capacity to the Candidate, cf. Appendix 3

If the Candidates official documentation is issued in any other language


than English or Norwegian, the documents shall be translated into
English, and must be confirmed as correct by someone with the proper
authority to do so. The official documents in the original language must
also be included.

43

4
3
2
1

Instruction to fill in Candidates response


Item #

Information required (Items 1- 8) /


Requirement (Items 9 20)

Documentation required
(documentation sequence number is marked with

PART I
1)

Full name of the Candidate.

Comments/Additional information
[ # ])

CANDIDATE INFORMATION

A certified copy of a Certificate of


If the Candidate is a consortium
Registration.
[1] information
and
documentation
regarding
all
participants
in the
Candidate response:.---consortium must be provided in
.
relation to information requirement 1
- 7.
Please provide a one-page chart
illustrating the ownership structure of
the Candidate including relations to any
parent company or other group or
holding
companies.
If
this
documentation requirement is not
applicable, a statement explaining this
is expected.
[2]

Candidate response:.---.
If the Candidate is a consortium, a lead
company shall be identified as
responsible for the Pre-qualification
Application. Furthermore, the role of
the consortium members shall be
described.
[3]

44

3
2

Fill in with relevant


information in short
form with reference
to attachment as
applicable and
needed

3
2
1

Observe the requirement of


including relation to any parent
company and any other group or
holding companies
45

3
2
1

46

3
2
1

Observe the requirement


of proof of registration and
responsibility
Observe the requirement
of not older than 6 months
47

3
2
1

Observe the requirement


of Capability

48

3
2
1

Observe the requirement


of not older than 6
months

49

Observe that a significant deviation from


a single indicator may lead to a rejection.
A negative trend on some or majority of
the indicators may also lead to a rejection

4
3
2
1

Observe the requirement


of financial statement up to
and including June 2011

!
50

Observe that the Candidates are


informed that the requirements stated in
the Pre-qualification Questionnaire may
be fulfilled by other companies, such as
parent companies, subcontractors,
subsidiaries or other members of the
consortium (if applicable).

Observe that a significant deviation from


a single indicator may lead to a rejection.
A negative trend on some or majority of
the indicators may also lead to a rejection

4
3
2
1

Observe the requirement


of profitable business
within the business area of
producing helicopters and
spareparts.
51

3
2
1

Observe the requirement


of a systematic quality
assurance system.
52

3
2
1

Observe the requirement


of capacity and a proven
product
53

Observe the requirement


of EASA Certificate or
military qualification

10

4
3
2

Observe the requirements


of approvals and
certificates

Observe the
requirements of
behaviour
54

5
4
3
2
1

For work to be performed


in Norway and Iceland
respectively: The
Candidate must have a
working, Health,
Environment and Safety
(HES) management
system in line with the
minimum requirement.
Refer to documentation
requirement [18]
Signed HES statement
55

App. 3 Declaration of commitment form


THE DECLARATION

5
4

OF

COMMITMENT

3
2

The Candidates are


informed that the
requirements stated in the
Pre-qualification
Questionnaire may be
fulfilled by other
companies, such as parent
companies, subcontractors,
subsidiaries or other
members of the consortium
(if applicable).
To the extent the Candidate
does not meet the
requirements itself, but
aims to meet the
requirements by utilising
the experience or
qualifications of such other
parties, the Candidate is
required to provide further
details as well as
documentation that such
other party is obligated to
deliver the relevant
capacity to the Candidate.

56

The form attached as


Appendix 3 to the
Information Memorandum
shall be completed if the
Candidate relies on other
business entities to fulfil
requirements in this Prequalification. One form
shall be completed for
each business entity that
the Candidate relies on.

App 4 Mission types and operational


profile

4
3
2
1

Just for information


purpose
57

App 5 Check list

4
3
2
1
Experience shows that there is a
statistically risk that one or more
candidates will be rejected because
they fail to comply with the basic
rules and regulations governing the
competition, the obligation to
submit adequate proof and
documentation.

58

The list is meant as a tool to assist in


avoiding frequently made mistakes,
and shall not be considered
exhaustive.
The Candidate must thus adhere
completely to the instructions set out
in the Prequalification Documents
irrespectively of whether they have
been included in the Check-list.

Just a reminder
If you intended to be prequalified for both
Norway and Iceland

!
59

You have to send in two separate applications based


on each countries published Prequalification
Documents:
One marked Prequalification NAWSARH 2011
And Prequalification no. 14423 Search and
Rescue Helicopter for the Icelandic Coast Guard NAWSARH 2011 - Iceland

60

61

New Norwegian
rescue
responsibility
region

62 Rescue area have recently been extended towards east and north

Number of helicopters

Country

Suggested
firm orders

Suggested
future options

Norway

16

Iceland

21

Total

17

To be confirmed 2018

Expect advices from supplier based on the number of bases,


readiness requirement and maintenance expectations

63

Number of helicopter can be adjusted, based on type availability

Norwegian rescue region


Straight Baseline
Sea King Capacity

Ambition level

150 Nm from Straight Baseline


2 hours from base

based on135 Kts speed


and 15 minutes reaction time

The map shows the ambition


line (blue line), 150 Nm right
out of the straight baseline
where the helicopters shall
be able to start pick up 20
persons in distress within 2
hours
The blue circles indicates how
far out the helicopters can fly
from the bases within 2 hours
(including 15 minutes reaction
time) at a speed of 135 kts.

For comparison - Sea Kings


capacity to pick up 20 rescues
and bring them to safe haven is
indicated with the red line

(for Svalbard the speed is 122


Kts and 60 minutes reaction
time)
150 Nm from Straight Baseline
at Svalbard (Ambition to cover

this area is not decided)

Banak

Bod

rland

Flor

Sola

64

Rygge

Sketch of the intended ILS and Maintenance set up


Ministry

Supplier
Local inventory

Not
included

Main
Store

Helicopter

Line
maintenance
Procurement

Base
Maintenance
(Helicopter)
Component
work shops
(MRO)

65

Helicopter
Major
Maintenance
and major
modification

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

Master project plan

Preparation
Tendering phase

C
Building of first batch incl. QA

Production phase

Test and implementation phase


Base implementing phase
Operation phase

Phase duration
Preparation period
Contract award

66

# Helicopter delivery

C
2

3 2 2 3 2 2
1 Iceland

Delivery
schedule

Maintenance concept
Line maintenance
Base maintenance
(operational base)
(Maintenance base)
- Day to day
- Within 4 - 8 weeks
maintenance
downtime:
- Within 6-12 hours
- Failure rectification
downtime:
- Periodic
- Failure rectification
maintenance
- Periodic
- Modification
maintenance
- Modification
Maintenance personnel

Heavy maintenance
(Overhaul base)
- Helicopter overhaul
(IRAN)
- Major repair
- Major modification

experience transfer

Helicopter on duty>>

Helicopter under
maintenance

1
1

Spare helicopter

1
1

1
1
Helicopter back-up

67

The maintenance concept is subject to bidders proposal and negotiation

http://www.doffin.no/search/show/search_view.aspx?ID=OCT168426

68

http://www.rikiskaup.is/utbod/utb/14423

69

http://ted.europa.eu/udl?uri=TED:NOTICE:337613-2011:TEXT:EN:HTML

70

71

Expected supplier arrangement

Issues observed as challenging:


- Radar installations
- Mission management integration
- Ambulance installation
- ILS service
- Maintenance service
- Training (continuation) train the trainer

Main contractor /
supplier

Sub-supplier (a)

Sub-supplier (b)
Sub-suppliers (nn)

Supplier to
Sub-supplier (##)

72

Expect companies to establish single source Turn key solution

Weighting model
that will be used during evaluation

Economically most
advantageous offer

73

Performance /
Quality

Price

Risk

Operational and
delivery reliability

48 %

33 %

7%

12 %

Comprehensive weighting model focus on important deliveries

Possible separate and combination of offers

Bid for Iceland


Civil register

Bid for Norway


Civil or military
register

Bid for Iceland and Norway

Ministries want each of the potential bidders to be able


to come forward with their best possible proposals /
solutions based on the candidates strong sides.

74

Process allowing the bidders to submit his best offer

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