market survey qualification questionnaire supply …...march 2020 edms no. 2225260 group code: en-cv...

March 2020

EDMS No. 2225260

Group Code: EN-CV

MS-4552/EN

Market Survey

Qualification Questionnaire

Supply and Installation of

Cooling Systems on the CERN Sites

and Specific Cooling Systems

for the High Luminosity LHC Project

Abstract

In order to be considered as a potential bidder for the forthcoming Invitations

to Tender, the respondent shall be either a single firm (hereinafter referred to

as “the Firm”) or a group of firms (hereinafter referred to as “the Group of

Firms”).

The Firm or the Group of Firms shall demonstrate that it meets the

applicable qualification criteria by completing this Qualification

Questionnaire and by providing the requested documents and references.

ii EDMS No. 2225260

MS-4552/EN

TABLE OF CONTENTS

INFORMATION ABOUT THE FIRM OR THE GROUP OF FIRMS ..................................... 1 Names and Addresses........................................................................................................................ 1 Contact Persons ................................................................................................................................. 1

GENERAL QUALIFICATION CRITERIA ................................................................................ 1 Administrative Situation ................................................................................................................... 2 Contractor competencies ................................................................................................................... 2

2.2.1 Subcontracting .................................................................................................................................. 3 2.2.2 Group of Firms .................................................................................................................................. 3

Country of Origin .............................................................................................................................. 3 FINANCIAL QUALIFICATION CRITERIA INCLUDING RESOURCES ............................ 4 Number of Employees ....................................................................................................................... 4 Global Annual Turnover ................................................................................................................... 6 Proven Installation Capacity ............................................................................................................. 6

TECHNICAL QUALIFICATION CRITERIA ............................................................................ 7 Competence and Experience ............................................................................................................. 7 Equipment ......................................................................................................................................... 8 Maintenance ...................................................................................................................................... 8 Safety ................................................................................................................................................ 8 Schedule ............................................................................................................................................ 8

4.5.1 Schedule of the Blanked Purchase Contracts .................................................................................... 8 4.5.2 Schedule of the HL-LHC Contracts ................................................................................................... 9

Quality Assurance ............................................................................................................................. 9 4.6.1 Certification ...................................................................................................................................... 9 4.6.2 Quality assurance system .................................................................................................................. 9

ADDITIONAL INFORMATION .................................................................................................. 9

EDMS No.: 2225260 1 MS-4552/EN

INFORMATION ABOUT THE FIRM OR THE GROUP OF FIRMS

Names and Addresses

Firms interested in participating in the forthcoming Invitation to Tender procedure as a member of a

Group of Firms1 shall return a SINGLE questionnaire for the Group of Firms, to be completed by the

Lead Firm and signed by each of its members.

The number of firms in the Group of Firms shall not exceed two.

Position Name of the firm Address

Single Firm

Or Lead Firm

Member No. 2 of the Group

of Firms (if applicable)

Contact Persons

The Firm, or the Lead Firm, shall be able to make contact persons available for the entire duration of

the contract at least one English and/or French speaking commercial contact and one English and/or

French speaking technical contact.

In the case of a Group of Firms, only the contact persons of the Lead Firm shall be indicated below.

Technical matters

Name Tel E-mail

If absent:

Tel.

Commercial matters

Name Tel E-mail

If absent:

Tel.

GENERAL QUALIFICATION CRITERIA

CERN reserves the right not to consider the Firm or the Group of Firms for the forthcoming Invitation

to Tender procedure in the event that:

It has replied “yes” to at least one question in § 2.1;

It has made a false declaration in the present Qualification Questionnaire;

1 The term “Group of Firms” shall mean a consortium, joint venture or any other arrangement between legal entities for the joint

submission of a bid and the joint execution of the contract but shall exclude any subcontractors.

2 EDMS No. 2225260

MS-4552/EN

Notwithstanding § 3.2, CERN reasonably concludes that the Firm or Group of Firms will be

unable to complete or fulfil its obligations under the contract due to the Firm’s or Group of Firm’s

financial situation.

Only firms that have replied to the market survey and are qualified on the basis of the following

criteria shall be invited to tender:

The technical, financial and other qualification criteria defined in this document;

CERN’s previous experience with the firm, if any;

The number of firms to be selected from each Member State2, as specified in § hereunder.

Administrative Situation

Is the Firm, or any member of the Group of Firms, involved in bankruptcy proceedings,

prosecution for debt, sequestration or any analogous situation arising from a similar procedure

provided for in law?

□ YES □ NO

If yes in the case of a Group of Firms, please indicate which member(s): ……………………….

Has the Firm, or any member of the Group of Firms, been found guilty for fraud, corruption or

any other illegal activity?

□ YES □ NO

If yes in the case of a Group of Firms, please indicate which member(s): ……………………….

Contractor competencies

The following parts of the Supply cannot be subcontracted:

Process and construction design;

Project management;

Worksite coordination;

More than 50% of the mechanical installation works: the number of workers of the mechanical

installation team at CERN shall be composed for at least 50% of employees of the Firm or Group

of Firms not considering the project manager and the worksite coordinator;

Test and commissioning.

Electrical design supervision;

The following sections describe the possible contract schemes.

2 http://home.cern/about/member-states; except where stipulated otherwise, the term “Member State(s)” shall mean full member

state(s) of CERN, associate member state(s) of CERN and associate member state(s) in the pre-stage of accession to membership of

CERN.

http://home.cern/about/member-states

EDMS No.: 2225260 3 MS-4552/EN

2.2.1 Subcontracting3

Subcontracting will be permitted for the execution of the contract.

Subcontracting is subject to CERN’s prior written approval of each proposed subcontractor. CERN

reserves the right to refuse the participation of a subcontractor and to make checks about the proposed

subcontractor(s).

Does the Firm or the Group of Firms intend to subcontract any part of the Supply?

□ YES □ NO

If yes, please complete the table in § 2.3.

2.2.2 Group of Firms

In case of Group of Firms, the Lead Firm shall directly perform the following parts of the Supply:

Process and construction design;

Project management;

Worksite coordination;

More than 33% of the mechanical installation works: the number of workers of the mechanical

installation team at CERN shall be composed for at least 33% of employees of the Lead Firm not

considering the project manager and the worksite coordinator;

Test and commissioning supervision.

Country of Origin

The term “country of origin” shall mean the country(ies) of manufacture or last major transformation

of the Supply (including sub-assemblies and components) by the contractor or its subcontractor(s).

The Firm, or each member of the Group of Firms, shall be established within one of the CERN

Member States.

The Supply must originate in the Member States. However, CERN reserves the right not to invite to

tender the Firm, or the Group of Firms, if:

It proposes a Supply originating in an associate member state, or an associate member state in the

pre-stage of accession to membership; and

The combined annual financial value of orders, contracts and appointments already committed

for that country:

Exceeds the amount of the country’s financial contribution to CERN for the financial year

concerned; or

Would exceed the financial contribution if the Firm, or the Group of Firms, were awarded the

contract.

In addition, with a view to improving the distribution of purchases among its Member States, and in

order to decide on the number of potential bidders to be selected from each Member State, CERN

shall take into account the Member State’s contribution, its industrial return coefficient and its

3 The term “subcontract(s)” shall mean any arrangement whereby the Contractor contracts with another legal entity (the subcontractor),

except legal entities under its direct control, for the provision of a major part of the Supply (including sub-assemblies and components

or any part of the services forming part of the Supply). The term “subcontract(s)” shall include sub-subcontract(s).

4 EDMS No. 2225260

MS-4552/EN

estimated share of the contract (refer to the Appendix: “Selection and Adjudication Criteria for

Supply Contracts”).

Please indicate the origin of the Supply in the following table.

In the case of a Single Firm:

Supply or part of the Supply

(including activities and

third-party components)

Name of the Firm and, if applicable

and known, of the proposed

Subcontractor(s)

Country of origin

In the case of a Group of Firms:

Supply or part of the Supply

(including activities and

third-party components)

Name of the Lead Firm or of the

member of the Group of Firms and, if

applicable and known, of the proposed

Subcontractor(s)

Country of origin

FINANCIAL QUALIFICATION CRITERIA INCLUDING RESOURCES

The Firm of the Group of Firms collectively will be qualified if it will comply with the size and

installation capacity criteria specified in the following sections.

Number of Employees

The Firm of the Group of Firms collectively shall have the minimum number and type of employees

stated in the following table. The table provides figures for the three different kind of contracts that

are object of this Market Survey (one column provides the criteria for each of the two blanket

purchase contracts and two columns for each of the two HL-LHC contracts).

EDMS No.: 2225260 5 MS-4552/EN

Blanket Purchase

Contracts - per

contract

HL-LHC

Contract-B

§2.2.1 Tech Desc.

HL-LHC

Contract-C

§2.2.2 Tech Desc.

Total technical employees in the

field of cooling systems: 47 47 47

comprising at least:

# specialised in the field of design

of cooling systems 7 7 7

# specialised in the field of design

of electrical systems 1 1 1

# specialised in the field of project

management 3 3 3

# specialised in the field of

worksite supervision 6 6 6

# specialised in the mechanical

worksite installation 30 30 30

Please complete the following table.

2017 2018 2019

Number of employees

Overall (all activities)

Total technical

employees in the field

of cooling systems

Technical employees in

the field of design of

cooling systems


the field of design of

electrical systems


the field of project

management


the field of work

supervision


the mechanical worksite

installation

6 EDMS No. 2225260

MS-4552/EN

Global Annual Turnover

The Firm or the Group of Firms collectively shall have an average global annual turnover at least

equivalent to the one indicated in the following table over the last three years period. The table

provides figures for the three different kind of contracts that are object of this Market Survey (one

column provides the criteria for the two blanket purchase order contracts and two columns for each

of the two HL-LHC contracts).

Blanket Purchase

Contracts - per

contract

HL-LHC

Contract-B

§2.2.1 Tech Desc.

HL-LHC

Contract-C

§2.2.2 Tech Desc.

Global annual turnover [kCHF] 12.000 12.000 8.000


2017 2018 2019

Global Turnover

Proven Installation Capacity

Over the last three years, the Firm of the Group of Firms collectively shall have managed at least

three contracts on design, supply, installation, test and commissioning of cooling system of a value

indicated in the following table. The table provides figures for the three different contracts that are

object of this Market Survey (one column provides the criteria for each of the two blanket purchase

order contracts and two columns for each of the two HL-LHC contracts).

Blanket Purchase

Contracts - per

contract

HL-LHC

Contract-B

§2.2.1 Tech Desc.

HL-LHC

Contract-C

§2.2.2 Tech Desc.

Contract Value [kCHF] 700 1.300 900


2017 2018 2019

Number of contracts

Average Value (kCHF)

EDMS No.: 2225260 7 MS-4552/EN

TECHNICAL QUALIFICATION CRITERIA

Competence and Experience

The Firm, or the Group of Firms, shall prove relevant competence and experience by providing the

references specified hereunder.

The Firm, or the Lead Firm (in the case of a Group of Firms), shall have a proven competence and

experience in the fields of:

Process and construction design of cooling systems;

Project management of project of design, supply, installation, test and commissioning of cooling

systems;

Work Supervision of project of design, supply, installation, test and commissioning of cooling

systems;

that are necessary to meet the requirements of the scope, complexity and volume specified in the

Technical Description.

Is this criterion fulfilled for all the above-mentioned fields?

□ YES □ NO

If not, please explain why not:

................................................................................................................................................................

................................................................................................................................................................

................................................................................................................................................................

The second member of the Group of Firms shall have a proven competence and experience in the

fields of:

Design of electrical installation of industrial systems;

Construction and installation of industrial electrical systems;

or

Construction and installation of industrial cooling systems;

that are necessary to meet the requirements of the scope, complexity and volume specified in the


Is this criterion fulfilled for all the above-mentioned fields?

□ YES □ NO


................................................................................................................................................................

................................................................................................................................................................

................................................................................................................................................................

The Firm, or the Group of Firms collectively, shall provide at least three relevant references

corresponding to the competences and experience required above to each of the companies in the last

three years that are similar to the future contract in terms of scope, complexity and volume.

8 EDMS No. 2225260

MS-4552/EN

CERN reserves the right to check the references provided. In addition, the Firm, or each member of

the Group of Firms, shall arrange a visit by CERN to any of its references if so requested.

Please use the annexed “Reference forms” and duplicate them as necessary.

Equipment

The Firm, or the Lead Firm (in the case of a Group of Firms), shall have available at the time of this

Market Survey or make available at the beginning of the contract the following equipment:

At least two Autocad® Revit licenses and working stations;

Is this criterion fulfilled?

□ YES □ NO

If not, please explain why not: ………………………………………………………………………………………………………………………………

………………………………………………………………………………………………………………………………

Maintenance

The Firm, or the members of the Group of Firms collectively, shall be able to perform directly or

assure via a subcontractor corrective maintenance during the warranty period on the CERN site,

within a period of 48 hours from receipt of the written request from CERN.


□ YES □ NO

If not, please explain why:

…………………………………………………………………………………………………………

…………………………………………………………………………………………………………

Safety

The Firm, or each member of the Group of Firms (in this case the requested information must be

provided for EACH member), shall provide evidence of its commitment to ensuring Safety (safety,

health, working conditions and environmental protection) by providing a description of its individual

policies and actions in these fields.

Please attach a description of the applicable policy and actions undertaken by the firm(s) in the field

of Safety.

Schedule

4.5.1 Schedule of the Blanked Purchase Contracts

The Firm, or the Group of Firms collectively, shall be able to comply with the typical provisional

delivery, installation and commissioning schedule of the blanket purchase order contracts stated in

section §4.1 of the Technical Description.

Is this criterion fulfilled for the blanket order contracts?

□ YES □ NO


…………………………………………………………………………………………………………

…………………………………………………………………………………………………………

EDMS No.: 2225260 9 MS-4552/EN

4.5.2 Schedule of the HL-LHC Contracts

The Firm, or the Group of Firms collectively, shall be able to comply with the provisional delivery,

installation and commissioning schedule of the HL-LHC contracts stated in section §4.1 of the


Is this criterion fulfilled for the HL-LHC contracts?

□ YES □ NO


…………………………………………………………………………………………………………

…………………………………………………………………………………………………………

Quality Assurance

4.6.1 Certification

The Firm, or each member of the Group of Firms (in this case, the requested information must be

provided for each member), shall have ISO 9001 and ISO 14000 certification, or be able to

demonstrate compliance with certification or shall be willing to establish an equivalent quality

assurance procedure.


□ YES □ NO

If yes, please attach a copy of the relevant certificate, which must clearly show the certification

authority and date of certification.

If not, please indicate details of your internal quality assurance system and how you would set up an

equivalent quality assurance procedure (Use a separate sheet).

4.6.2 Quality assurance system

The Firm, or the Lead Firm (in the case of a Group of Firms), shall have implemented quality plans

for similar contracts.


□ YES □ NO

If not, please explain why not: ………………………………………………………………………………………………………………………………

………………………………………………………………………………………………………………………………

ADDITIONAL INFORMATION

In the next two years CERN wants to award nine major contracts for cooling and ventilation activities

that will be performed in the period 2020-2025 (or more in case of contract extension). The list of

contracts is given below:

Two blanket purchase contracts for Ventilation systems (announced in the MS-4563);

Two blanket purchase contracts for Cooling systems (announced in this MS-4552);

Two contracts (D and E) for Ventilation systems for HL-LHC Project (announced in the MS-

4563);

Two contracts (B and C) for Cooling systems for HL-LHC Project (announced in this MS-4552);

10 EDMS No. 2225260

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One Small-Works piping contract (MS foreseen to be issued in 2020).

CERN may impose restrictions on the number of contracts to be awarded to each contractor. If so,

such restrictions will be defined in the Invitation to Tender concerned.

Indicate which type of the project the Firm, or the Group of Firms, is interested to be qualified for

(cross where interested):

□ Blanket Purchase Contract for

Ventilation systems

□ HL-LHC Contract-B

□ HL-LHC Contract-C

Indicate any other information that may be relevant to this market survey.

................................................................................................................................................................

................................................................................................................................................................

................................................................................................................................................................

................................................................................................................................................................

Date

Signature and stamp of the Firm

or of each member of the Group of Firms

EDMS No.: 2225260 11 MS-4552/EN

REFERENCE 1 – Single Firm or Lead Firm in case of Group of Firms

Name of the customer

Full address

Name, telephone and e-mail of

the person to be contacted in

customer organisation

Scope of the contract

Role of the company • Single Firm

• Lead Firm

• Member of Group of Firms

- Overall water flow rate

- Number of pumps and

their flow rate

- Cooling power

- Chillers power (where

relevant)

- Average pipe DN and

material

Duration (start and end dates)

- Number of workers daily

on field during the

installation phase

- Number of working teams

working in parallel

Approximate contract value

12 EDMS No. 2225260

MS-4552/EN



Full address






• Lead Firm




their flow rate

- Cooling power


relevant)


material



on field during the

installation phase


working in parallel


EDMS No.: 2225260 13 MS-4552/EN



Full address






• Lead Firm




their flow rate

- Cooling power


relevant)


material



on field during the

installation phase


working in parallel


14 EDMS No. 2225260

MS-4552/EN

REFERENCE 1 – Member No.2 of the Group of Firms


Full address





- I/O number of the

electrical cubicle

- Electrical power of the

cubicle [kW]



on field during the

installation phase


working in parallel


EDMS No.: 2225260 15 MS-4552/EN



Full address





- I/O number of the

electrical cubicle


cubicle [kW]



on field during the

installation phase


working in parallel


16 EDMS No. 2225260

MS-4552/EN



Full address





- I/O number of the

electrical cubicle


cubicle [kW]



on field during the

installation phase


working in parallel


EDMS No.: 2225260 17 MS-4552/EN

market survey qualification questionnaire supply …...march 2020 edms no. 2225260 group code: en-cv...

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