Académique Documents
Professionnel Documents
Culture Documents
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
Implementation
(Introduction,
test and
evaluation)
Consecutive
delivery and
base phase in
Base by base
Preparation
Tendering phase
Production phase
C
2
3 2 2 3 2 2
1 (Iceland)
Action
Preparation periode
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
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
Pre qualified
Candidate are
those Candidates
that have been
pre-qualified and
will be allowed to
submit tender
Provider is the
Bidder that have
been awarded the
contract after
negotiation
Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
User group
Steering level
Performance level
Project
manager
Reference group
Staff
Sub project
Technical
Sub project
operational
Sub project
Legal
Sub project
Financial
Organisasation
Deputy
Project Manager
Sub project
Technical
Sub project
Operation
RNoAF (P7661)
Planning
interface
BKM Consultant
Sub project
Legal
Simonsen
PwC
Hospitals
Total
Sub project
Financial /
economical
1
10
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Main actors
Iceland
Norway
Responsible buyer
Responsible buyer
NAWSARH Project
NAWSARH project
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)
Staff
Sub project
Technical
Sub project
operational
Sub project
Legal
Sub project
Financial
Prequalification documents
Information
Memorandum
Update of information
Requirements to the Candidate,
requirements for documentations and
evaluation criteria
App 1
Questionnaire
App 2
HES
statement
App 3
Form of
Declaration of
commitment
App 4
Mission types
and operation
profile
App 5
Check list
10
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
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13
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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Prequalification
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Title
11 November 2011
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2
Links to references
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
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4
17
3
2
1
5
4
3
2
1
Indicated date
21 October 2011
!
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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 Jan. 2012
Issue of ITT
31 Jan. 2012
23 Feb. 2012
14 June 2012
1 Oct. 2012
Negotiation period
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
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.
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3
2
innovative and
future-oriented helicopters
Main contractor /
supplier
Sub-supplier (a)
Sub-supplier (b)
Sub-suppliers (nn)
Supplier to
Sub-supplier (##)
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Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
User group
Steering level
Performance level
Project
manager
Reference group
Staff
Sub project
Technical
10
Sub project
operational
Sub project
Legal
Main actors
Iceland
State Trading Centre
Norway
Ministry of Justice and
the Police
NAWSARH Project
Responsible buyer
Responsible buyer
NAWSARH Project
NAWSARH project
20
Sub project
Financial
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6.1
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Range requirement
3
2
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Banak
Bod
rland
Flor
Sola Rygge
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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4
3
2
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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6.4 THE
DELIVERABLES
Main supplier
NAWSARH
helicopter
Basic Helicopter
3
2
Tools / equipment
Documentation
24
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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6.5
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Preparation
Tendering phase
C
Building of first batch incl. QA
Production phase
Phase duration
Preparation period
Contract award
# Helicopter delivery
25
C
2
3 2 2 3 2 2
Delivery
schedule
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3
2
1
Introduction
Could be:
- Training facilities
- Workshop
facilities
- Special tools
- etc
experience transfer
Helicopter on duty>>
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
Priority 2
Economical benefits
(Cost of transfer from todays
military organisation to a civil
solution will be
added to the Bidders proposal)
Civil register
(state aircraft)
Military register
Civil register
(state aircraft)
Military register
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1
Priority 1
Operational flexibility
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:
Number of helicopters
Country
Suggested
firm orders
Norway
16
Suggested
future options
6
Iceland
21
Total
17
To be confirmed 2018
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9. ICELAND
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2
The procurement will be performed through this prequalifying assessment and a subsequent competition with
negotiations
30
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.
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parent companies,
subcontractors,
subsidiaries
or other members of the consortium
(if applicable).
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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.
!
!
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CONT:
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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ONLY)
(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)
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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:
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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
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Documentation required
(documentation sequence number is marked with
PART I
1)
Comments/Additional information
[ # ])
CANDIDATE INFORMATION
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]
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Observe the
requirements of
behaviour
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OF
COMMITMENT
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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
Just a reminder
If you intended to be prequalified for both
Norway and Iceland
!
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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
63
Ambition level
Banak
Bod
rland
Flor
Sola
64
Rygge
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
Preparation
Tendering phase
C
Building of first batch incl. QA
Production 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
http://www.doffin.no/search/show/search_view.aspx?ID=OCT168426
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http://www.rikiskaup.is/utbod/utb/14423
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http://ted.europa.eu/udl?uri=TED:NOTICE:337613-2011:TEXT:EN:HTML
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Main contractor /
supplier
Sub-supplier (a)
Sub-supplier (b)
Sub-suppliers (nn)
Supplier to
Sub-supplier (##)
72
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 %
74