TENDERING SPECIFICATIONS by ldd0229

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									EUROPEAN COMMISSION
DIRECTORATE-GENERAL FOR MARITIME AFFAIRS AND FISHERIES Atlantic, Outermost Regions and Arctic Research and scientific data management

OPEN CALL FOR TENDERS No MARE/2008/10
Studies for carrying out the common fisheries policy (4 lots)

TENDERING SPECIFICATIONS

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TABLE OF CONTENTS
1. INTRODUCTION................................................................................................................................................... 4 1.1. 1.2. 2. General information concerning the call for tenders............................................................................... 4 General information concerning the contracts......................................................................................... 4

TECHNICAL SPECIFICATIONS........................................................................................................................ 4 2.1. 2.2. Legal Basis ................................................................................................................................................... 4 Definition of each Lot.................................................................................................................................. 5 2.2.1. Lot 1: The establishment of a data portal and warehouse for regional coordination of the sampling of data used for fish stock assessment and fisheries management................................................................................................................................ 5 Lot2: Development of tools for logbook and VMS data analysis........................................... 7 Lot 3 Study for the revision of the plaice box.......................................................................... 9 Lot 4 Improving the knowledge of the biology and the fisheries of the new species for management ....................................................................................................................... 11

2.2.2. 2.2.3. 2.2.4.

3.

TERMS AND CONDITIONS APPLICABLE TO THE CALL FOR TENDERS .......................................... 13 3.1. 3.2. 3.3. 3.4. 3.5. Tenders....................................................................................................................................................... 13 Prices .......................................................................................................................................................... 13 Joint tenders .............................................................................................................................................. 14 Subcontractors........................................................................................................................................... 14 Contacts...................................................................................................................................................... 15

4.

EVALUATION AND AWARD OF THE CONTRACT.................................................................................... 15 4.1. 4.2. Identification of the tenderers.................................................................................................................. 16 Exclusion criteria ...................................................................................................................................... 16 4.2.1. 4.2.2. 4.2.3. 4.3. Exclusion from participation in the procurement procedure .............................................. 16 Exclusion from award of the contract.................................................................................... 17 Declaration that there are no conflicts of interest................................................................. 18

Selection criteria........................................................................................................................................ 18 4.3.1. 4.3.2. Economic and financial capacity ............................................................................................ 18 Technical and professional capacity....................................................................................... 19

4.4.

Award criteria ........................................................................................................................................... 20 4.4.1. 4.4.2. 4.4.3. Technical evaluation ................................................................................................................ 20 Financial evaluation................................................................................................................. 21 Award of the contract.............................................................................................................. 21

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ANNEXES:...................................................................................................................................................................... 22 ANNEX 1: DRAFT SERVICE CONTRACT .............................................................................................................. 22 ANNEX 2: TENDER FORMS....................................................................................................................................... 22 ANNEX 3: QUESTIONNAIRE AND CHECKLIST .................................................................................................. 22

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1.

INTRODUCTION 1.1. General information concerning the call for tenders The European Commission, represented for the purposes of this call for tenders by the Directorate-General for Maritime Affairs and Fisheries (DG MARE), wishes to conclude 4 service contracts on a number of topics in relation to the implementation of the common fisheries policy. The eligible topics, which represent different lots of this call for tenders, are the following: - Lot 1 The establishment of a data portal and warehouse for regional coordination of the sampling of data used for fish stock assessment and fisheries management; - Lot 2 Development of tools for logbook and VMS data analysis; - Lot 3 Study for the revision of the plaice box - Lot 4 Improving the knowledge of the biology and the fisheries of the new species for management Tenderers may submit a tender for one, several or all lots. When tendering for more than one lot, tenderers must submit a separate tender for each lot and tenders may not be conditional on the award of several lots. Joint tenders and subcontracting are authorised. The services required under each of the lots are described in detail in section 2 of these specifications. 1.2. General information concerning the contracts The contractual terms are included in the draft service contract in Annex 1. The duration of tasks for each contract is specified under each lot. Terms of payment: Pre-financing: 30 % after signature of contract (conditional on a financial guarantee when the pre-financing amounts to more than EUR 150.000) Interim payment: 40 % (following the approval by the Commission of the interim report) Payment of the balance: (following the approval by the Commission of the final report)

2.

TECHNICAL SPECIFICATIONS 2.1. Legal Basis Council Regulation N°1543/2000 of 29 June 2000 establishing a Community framework for the collection and management of the data, the general principles and the procedures
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for the content of National Programmes needed to conduct the Common Fisheries Policy (CFP) 1 , hereinafter the "Data Collection Regulation" Council Regulation (EC) No 861/2006 of 22 May 2006 establishing Community financial measures for the implementation of the common fisheries policy and in the area of the Law of the Sea2 2.2. Definition of each Lot 2.2.1. Lot 1: The establishment of a data portal and warehouse for regional coordination of the sampling of data used for fish stock assessment and fisheries management Brief description of the services One of the main elements of the new fisheries Data Collection Framework (DCF)3 is the strengthening of the regional coordination through the Regional Coordination Meetings (RCM). Experience from RCM in previous years has stressed the need for establishing data warehouses at regional level as a mean to strengthen coordinated data collection and task sharing. In addition the increasing demand for transparent and high quality fisheries data from the regional advisory bodies, from the regional fisheries organisations and from managers has shown the need for significant flexibility in data storage, data handling and data export possibilities. To this end it is necessary to facilitate easy access to data by various types of data end-users such as regional fisheries organisations, regional advisory bodies, the scientific communities and the European Commission. The main aim is to develop an international data warehouse to be used regionally which can: 1. 2. Constitute the platform for quality assurance and processing of fisheries data and facilitate regional coordination of data collection. Act as a general portal to the fisheries data collected with easy access for all parties involved in fish stock assessment and fisheries management. Terms of reference The data warehouse shall include the following categories of data:

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http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:L:2000:176:0001:0016:EN:PDF http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:L:2006:160:0001:0011:EN:PDF Council Regulation (EC) No 199/2008 of 25 February 2008 concerning the establishment of a Community framework for the collection, management and use of data in the fisheries sector and support for scientific advice regarding the Common Fisheries Policy OJ L 60, 5.3.2008, p. 1–12 http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:32008R0199:EN:NOT
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• • • • • • • •

Landing statistics Discards Effort statistics Biological sampling from commercial fisheries Acoustic survey data Trawl survey data Transversal variables Marine ecosystem indicators data

The minimum requirements for the system are to make the following functionalities available for the member states: 1. Quality assured consistent data processing of commercial fisheries data including: a) Raising procedures (from samplings and landing and effort statistics levels to total fisheries estimates by métier) b) Data extrapolation functionalities c) Stock splitting procedures d) The possibility to describe the historical details of the data processing procedures. 2. Quality assured consistent data processing of acoustic survey data including:

a) Raising procedures (from scrutinized NASCs4 and fishing data to total stock estimates) b) Data extrapolation functionalities c) The possibility to describe the historical details of the data processing procedures. 3. Functionalities for additional analysis on disaggregated data. 4. A user friendly overview of the sampling status on national and international level. 5. Development of a robust and secure security system that enables possibilities of assigning different user roles with associated end-user data access functionalities. 6. Easy access to data by the Commission and other end-users on a pre-specified level of details. 7. The possibility for the integration of relevant statistical and data processing tools as those developed in the COST5 project. 8. Functionalities that support regional planning and task sharing of data collection and improvement of cost efficient data collection programmes. 9. Generate background tabulation for the national data collection Technical Reports to the European Commission 10. Create various standard outputs to regional fisheries organizations and regional advisory bodies 11. All functionalities should be supported by outputs such as diagrams, maps and reports. 12. Comprehensive user manuals and complete documentation of software.

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Nautical Area Scattering Coefficient Study FISH/2006/15 Lot 2 (Common tool for raising and estimating properties of statistical estimates derived from the Data Collection Regulation). Project to be finalised by the first quarter of 2009.
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13. All functionalities should be available through a user friendly graphical interface. The access should be easy, not requiring special technical knowledge or software. The project should be coordinated and planed internationally to ensure a solution that is balanced between national data processing characteristics and common standards. To this end the final product shall be an open source tool, flexible enough to ensure that regional requirements for the North Sea, Baltic Sea, North Atlantic, Mediterranean and Black Sea can be met. The overall planning of the development and maintenance and the further functioning of the regional data warehouses shall be assured by the relevant national institutes participating in the Data Collection Framework that agree to use the data warehouse as the data exchange platform. Within the project, workshops for data providers, software developers and core data endusers shall be arranged. Duration of the tasks The duration of the tasks shall not exceed eighteen months from the signature of the contract. Timetable and reports An interim report of the study shall be made available within six months from the signature of the contract. The report shall outline the results achieved, the difficulties faced or foreseen, the provisions made to overcome these difficulties and a detailed calendar of proposed activities for the remaining of the contract lifetime, including an outline of the draft final report. The draft final report shall be made available within eighteen months from the signature of the contract. Volume of the contract The maximum budget allocated for this study is 600.000 € covering all expenses, including personnel, travel, workshops, overheads, consumables etc. and two meetings in Brussels (presentation/discussion of the interim and draft final report). 2.2.2. Lot 2: Development of tools for logbook and VMS data analysis Brief description of the study Council Regulation N° 199/20086 is intended to meet new demands generated by the need to move towards new approaches to fisheries management (i.e. fleet- and area-based management, rather than fish stock-based and the ecosystem approach). The move toward a fleet and area-based management will require more detailed information on the fishing activities of the fleets. In particular, the collection and the analyses of logbooks data will have to be adapted in order to take into consideration the metier (groups of fishing trips of similar exploitation pattern). In this view there is an urgent need to develop methods and tools in order to be able to allocate the information provided by the Logbooks into metier.

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http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:32008R0199:EN:NOT
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In addition, the implementation of the ecosystem approach requires the calculation of a number of environmental indicators in order to monitor the impact of fishing activities on the marine ecosystem. Some of these indicators cannot be properly estimated without information of the activities of the fishing fleet in terms of spatial distribution. To this end information from the satellite Vessel Monitoring System (VMS) is essential. Usage of information from VMS and other modern technologies are studied in different projects (such as the CEDER project http://ceder.jrc.ec.europa.eu) in order to move towards a more responsive management. However, for the ability to use VMS data in a cost efficient and consistent way for the purpose of estimating environmental pressure indicators, methods and tools for data analysis need to be developed. Objective of the study The main aim of this study is: 1. To create a method to deal with classification of Logbooks data for the fleet based approach. This method should assure a standardized approach at a Regional level assuring the criteria homogeneity between Member states. As a result, it shall be possible to automatically classify trips into metiers based on Logbooks species composition, gear or group of gears and area of operation. 2. To facilitate and develop the scientific use of VMS data as the basis for the estimation of pressure indicators in support of an ecosystem approach to fisheries management. Terms of reference A. For the analysis of Logbooks data The increase demanding of precise fisheries data partitioned by metiers, that better describe the activity of the fleets, is putting a lot of pressure on the analysis of logbooks data and the time available for it. In order for these data to be useful for advice it is extremely important to assure that each Member state uses consistent procedures for allocating trips to metiers. To this end the study shall: 1. Develop procedures based on statistical methods to allocate trips described in logbooks to metiers. 2. Test the above procedures to assure that the allocations of trips to metiers are consistent among Member states. 3. Develop follow up methods to assure that the allocation procedures are consistent along time. 4. Describe a generic method to automatically run the above procedures, suitable to be implemented by each Member state. B. For the analysis of VMS data VMS information is essential to estimate a number of fishing pressure indicators (e.g. distribution of fishing activity, aggregation of fishing activity and areas not impacted by mobile gears). The correct analysis of this VMS information requires different techniques
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of filtering the data (e.g. steaming from fishing and discrimination between fisheries and metiers. Interpretation of these indicators is greatly improved with additional processing, particularly the inclusion of Logbooks information recording the catch composition of the metiers analysed. In order to perform scientific analysis on VMS data in a cost-efficient and consistent way, robust tools using Geographic Information System (GIS) for filtering need to be developed as well as tools for inclusion of log-book data. Moreover, it is necessary to explore whether the present recording time of 2 hrs for VMS data is sufficient to estimate the relevant pressure indicators. The study shall therefore: 1. Develop and test methods and produce protocols on how to present these indicators using GIS and how to link VMS databases to Logbooks. 2. Model the dependence of recording rate on the precision of the suggested indicators Duration of the tasks The duration of the tasks shall not exceed eighteen months from the signature of the contract. Timetable and Reports An interim report of the study shall be made available within six months from the signature of the contract. The report shall outline the results achieved, the difficulties faced or foreseen, the provisions made to overcome these difficulties and a detailed calendar of proposed activities for the remaining of the contract lifetime, including an outline of the draft final report. The draft final report shall be made available within eighteen months from the signature of the contract. Volume of the contract The maximum budget allocated for this study is 700.000 € covering all expenses, including personnel, travel, overheads, consumables etc. and two meetings in Brussels (presentation/discussion of the interim and draft final report). 2.2.3. Lot 3: Study for the revision of the plaice box7 Background Taking into account an opinion from the North Sea Regional Advisory Council (NSRAC), the Commission has decided to review the plaice box. This will not be done in the context of the revision of technical measures for the Atlantic and the North Sea, which will be discussed with the Council and the European Parliament in 2008 and 2009, but as a separate exercise to be completed no later than December 2009.

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Article 29 of Council Regulation (EC) N° 850/98
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A complete evaluation is necessary in order to propose a revision of the plaice box, especially concerning the derogations which could significantly reduce its efficiency for the conservation of plaice. Terms of reference The study will aim to: • evaluate the efficiency of the plaice box for the conservation of plaice and other species of marine organisms; • evaluate the effects of the derogations on the efficiency of the plaice box for the conservation of plaice and other species of marine organisms; • create an inventory of existing information and collect, if appropriate, new material on the effects of the box on the conservation of plaice; • evaluate whether closed areas of the plaice box have a positive impact on the conservation of marine organisms and especially plaice, have no impact, or if the impact is not known. If possible, any possible adverse impacts of the box on conservation should be identified; • propose modifications of the closed areas and associated derogations in order to improve the positive effect on the conservation of plaice and other species of marine organisms; • evaluate the impact of the proposed modifications; • identify the data requirements for the future evaluation of the effects of the plaice box on conservation. The proposed modifications for the revision of the plaice box could include a wide range of conditions attached to the use of certain fishing gear and/or certain fishing vessels, e.g. use of different or restricted fishing gears and/or vessels in certain marine areas. The evaluation of the impact of the proposed modifications shall include: • an assessment of the consequences of those modifications for the catches of plaice and the by-catches of other marketable fish and where possible the stocks from which these catches are taken; • an economic assessment of the consequences of those modifications, in terms of their cost-effectiveness, and implications for profitability of the activity; All evaluations shall be made with regard to both the long-term consequences for at least ten but preferably more than twenty years, and the short-term or transitional consequences, in social, economic and ecological terms. Duration of the tasks The duration of the tasks shall not exceed nine months from the signature of the contract.

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Timetable and Reports An interim report of the study shall be made available within four months from the signature of the contract. The report shall outline the results achieved, the difficulties faced or foreseen, the provisions made to overcome these difficulties and a detailed calendar of proposed activities for the remaining of the contract lifetime, including an outline of the draft final report. The draft final report shall be made available within nine months from the signature of the contract. Meetings Two meetings with DG MARE in Brussels will be organised: a kick-off meeting and one additional meeting to discuss the draft final report. Volume of the contract The maximum budget allocated for this study is 300.000 € covering all expenses, including personnel, transport, overheads , consumables etc. and two meetings in Brussels (kick-off meeting and meeting to discuss the draft final report).

2.2.4.

Lot 4:

Improving the knowledge of the biology and the fisheries of the new species for management Background of the study

The Memorandum of Understanding (MoU) signed between the European Community (EC) and the International Council for the Exploration of the Sea (ICES) in 2004 provided in its Annex I a list of species in the ICES Fishing Area for which recurring advice is requested by the Commission. In addition to the standard species for which advice has been requested within former agreements, a list of species was added under a paragraph “New species”. These new species, which were included in the subsequent MoU (2007-2009) between the EC and ICES, are: • • • • • • • • brill dab flounder lemon sole, red mullet (striped) red gurnard, grey gurnard sea bass turbot

An ICES Working Group on the Assessment of New Species (WGNEW) 8 was created in 2005 and held 2 meetings in 2005 and 2007. During these meetings relevant topics in
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http://www.ices.dk/reports/ACOM/2007/WGNEW/directory.asp

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relation to the biology of these species were addressed ( e.g. consider possibilities for fish stock assessments, evaluate the status of the stocks as appropriate on the basis of existing information and develop a strategy that will further enable appropriate future assessment of these species). It was also agreed to add tub gurnard, witch flounder and John Dory to the list of new species given their economical importance. Objectives of the study The first objective of this study is to collate the available information on biological parameters, stock identity, and composition of catches and landings of the species dealt with by the ICES Working Group on the Assessment of New MoU Species (WGNEW). Another objective is to identify the information that should be collected in the future to better assess the status of these resources, in order to enable ICES to start providing advice for the management of these resources. Terms of reference The contractor should make focus on the analysis of already collected information and material pertaining to the species mentioned above such as population parameters (growth, maturation, food and feeding), information on distribution and stock ID, time series of abundance indices at length and age from research vessel surveys (e.g. IBTS), fisheries data (landings, effort, CPUE), age- and size composition of commercial and research vessel catches.

Where different kinds of information are available, priority should be given to time series data that could reveal trends in the state of the stocks of the species. Gaps in the actual knowledge of the species should be identified and where possible changes in the future data collection should be proposed in order to fill those gaps. Duration of the tasks The total duration of the study shall not exceed 12 months from the signature of the contract. Timetable and reports Within three weeks from the signature of the contract a kick-off meeting shall take place in Brussels with the participation of the contractor and the Commission. An interim report of the study shall be made available within six months from the signature of the contract. The report shall outline the results achieved, the difficulties faced or foreseen, the provisions made to overcome these difficulties and a detailed calendar of proposed activities for the remaining of the contract lifetime, including an outline of the draft final report. The draft final report shall be made available within twelve months from the signature of the contract. Volume of the contract
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The maximum budget allocated for this study is 500.000 € covering all expenses, including personnel, transport, overheads , consumables etc. and two meetings in Brussels (kick-off meeting and meeting to discuss the draft final report). 3. TERMS AND CONDITIONS APPLICABLE TO THE CALL FOR TENDERS 3.1. Tenders Tenders must include all information and documentation required to enable the authorising department to appraise tenders in accordance with the criteria set out in section 4. Tenderers are allowed to present applications for several lots, but need to submit separate offers. Tenderers sending tenders for more than one lot will be allowed to provide original documents in the tender for one of the lots and copies of these documents in the tenders for the remaining lots. All documents presented by the tenderers will become the property of the European Commission and are to be deemed confidential. Tenders must be: (a) submitted in triplicate: one clearly identified “Original”, and two copies marked “Copy 1” and “Copy 2”; “Copy 2” should be unbound; (b) accompanied by: a covering letter signed by the tenderer or his duly authorised representative; the tender forms in Annex 2, filled in and signed by the tenderer; the questionnaire and checklist in Annex 3, filled in and signed by the tenderer.

All tenders will be opened in public at the place, on the date and at the time specified in the covering letter of this call for tenders. Tenderers or their authorised representatives are allowed to attend the opening. These persons will have to sign an attendance list. 3.2. Prices The Commission enters into contracts and makes payments in Euro. Prices must be free of all duties, taxes and dues (on the grounds that the Commission is exempt from such charges under the provisions of Articles 3 and 4 of the Protocol on the Privileges and Immunities of the European Communities annexed to the Treaty of 8 April 1965 establishing a Single Council and a Single Commission of the European Communities). Prices must be quoted in Euro, exclusive of VAT and all taxes and dues. The amounts must be quoted to two decimal places. Costs incurred in preparing and submitting tenders are borne by the tenderers. All costs linked directly or indirectly with the performance of the contract shall be incorporated into the financial tender. No additional reimbursement of costs linked to the performance of the contract like travel and subsistence expenses will be provided.
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A model for the presentation of the budget is attached as Annex 2 (Financial Tender Form) of the present call for tenders. Tenderers should present their financial offers in accordance with the above-mentioned form. Prices shall be fixed and not subject to revision. In signing and submitting an offer, the tenderer shall certify that: – the prices indicated in the tender have been laid down in full independence, without consultation or communication on any of the points concerning the price with another tenderer or competitor; unless the law stipulates otherwise, the prices indicated in the tender have not been and will not be voluntarily communicated by the tenderer to another tenderer or competitor, directly or indirectly, before the offers are opened; the tenderer has not attempted and will not attempt to induce other persons to present a tender or to prevent them from so doing with a view to restricting competition.

–

–

3.3. Joint tenders A joint tender is a situation where an offer is submitted by a group of service providers. Partners in a joint tender assume joint and several liabilities towards the Commission for the performance of the contract as a whole. Statements, saying for instance: - that one of the partners of the joint tender will be responsible for part of the contract and another one for the rest, or - that more than one contract should be signed if the joint tender is successful are thus incompatible with the principle of joint and several liabilities. The Commission will disregard any such statement contained in a joint tender, and reserves the right to reject such a tender without further evaluation, on the grounds that it does not comply with the tendering specifications. A joint tender has to be signed by all members of the group, or by one of the members, which has been duly authorised by the other members. A joint tender must specify the role of each of the members involved. If awarded the contract, each member of the group assumes a joint and several liabilities towards the Commission. The contract will have to be signed by all members of the group, or by one of the members, which has been duly authorised by the other members. 3.4. Subcontractors Subcontracting is the situation where a contract is to be established between the Commission and a contractor and where the contractor, in order to carry out that contract, enters into legal commitments with other legal entities for performing part of the service. However, the Commission has no direct legal commitment with the subcontractor(s). The contractor retains full liability towards the Commission for performance of the contract as a whole. Accordingly:

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- the Commission will treat all contractual matters (e.g. payments) exclusively with the contractor, whether or not the tasks are performed by a subcontractor; - under no circumstances can the contractor avoid liability towards the Commission on the grounds that the subcontractor is at fault. Any intention to subcontract part of the contract must be clearly stated in the tender. Tenderers should provide: - a document stating clearly the identity, roles, activities and responsibilities of subcontractor(s) and specifying the volume/proportion for each subcontractor; - a letter of intent by each subcontractor stating its unambiguous undertaking to collaborate with the tenderer if he wins the contract and the extent of the resources that it will put at the tenderer’s disposal for the performance of the contract. If the above-mentioned documents are not provided, the Commission shall assume that the tenderer does not intend subcontracting. 3.5. Contacts The contact point indicated in the covering letter of this call for tenders is the only one allowed. Tenderers are requested to put any questions in writing and to send them to the fax number or e-mail address indicated. Queries by telephone will not be considered. Questions concerning the administrative procedures will be treated individually. If the reply to a question is of general interest, it will be made available on Directorate-General Fisheries website at the following address: http://ec.europa.eu/fisheries/tenders_proposals_en.htm The site will be updated regularly and it is tenderers' responsibility to check for updates and modifications during the tendering period. 4. EVALUATION AND AWARD OF THE CONTRACT The evaluation will be based on the information provided by the tenderer in the tender submitted in reply to this call for tenders. In addition, the Commission reserves the right to use any other information from public or specialist sources. All the information will be assessed in the light of the criteria set out in these specifications. The evaluation for each individual lot will proceed in stages, as described below. Only the tenders meeting the requirements of each stage will pass on to the next stage of the evaluation for that particular lot. The final stage involves the award of the contract. The stages of the evaluation procedure will be as follows: 1) Identification of the tenderer.
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2) 3)

Exclusion criteria: the purpose of these criteria is to determine whether the tenderer is authorised to participate in the procurement procedure. Selection criteria: the purpose of these criteria is to determine whether the tenderer has the necessary financial, economic, technical and professional capacity to carry out the contract. Award criteria: the purpose of these criteria is to choose between the tenders which have been submitted by the tenderers not subject to exclusion and which meet the selection criteria.

4)

4.1. Identification of the tenderers Tenderers must complete the questionnaire in Annex 3. In addition, tenderers must fill in the "Legal entity form" (if they are not already registered as service providers of the Commission) and the "Financial identification form" available at the following addresses: Legal entity form: http://ec.europa.eu/budget/execution/legal_entities_en.htm Financial information form: http://ec.europa.eu/budget/execution/ftiers_en.htm These forms should be attached to the identification questionnaire in Annex 3. In the case of a joint tender, the questionnaire and forms must be completed by one of the members, which has been duly authorised by the other members. 4.2. Exclusion criteria In the case of a joint tender, information on exclusion criteria must be provided by each member of the group. The exclusion criteria will be assessed in relation to each member of the group individually. If a member of the group is subject to exclusion, the tenderer shall be excluded. 4.2.1. Exclusion from participation in the procurement procedure

Tenderers must provide a declaration on their honour, duly signed and dated, stating that they are not in any of the situations described hereafter. Tenderers will be disqualified from taking part in the procurement procedure if they: (a) are bankrupt or being wound up, are having their affairs being administered by the courts, have entered into an arrangement with creditors, have suspended business activities, are the subject of proceedings concerning those matters, or are in any analogous situation arising from a similar procedure provided for in national legislation or regulations; have been convicted of an offence concerning their professional conduct by a judgment which has the force of res judicata; have been guilty of grave professional misconduct proven by any means which the contracting authority can justify;
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(b) (c)

(d)

have not fulfilled obligations relating to the payment of social security contributions or the payment of taxes in accordance with the legal provisions of the country in which they are established or with those of the country of the contracting authority or those of the country where the contract is to be performed; have been the subject of a judgment which has the force of res judicata for fraud, corruption, involvement in a criminal organisation or any other illegal activity detrimental to the Communities' financial interests; are currently subject to an administrative penalty imposed by the contracting authority as a consequence of having been declared guilty of misrepresentation in supplying the information required by the contracting authority as a condition of participation in a procurement procedure or as a consequence of having been declared to be in serious breach of their obligations under contracts covered by the Communities' budget.

(e)

(f)

Tenderers are informed that the tenderer to whom the contract is to be awarded will be requested to furnish, within a time limit defined by the contracting authority and preceding the signature of the contract, evidence confirming his declaration with regard to the situations of exclusion described in point (a), (b), (d) and (e). In the case of a joint tender, evidence will have to be furnished by each member of the group. The contracting authority shall accept, as satisfactory evidence that the tenderer to whom the contract is to be awarded is not in one of the situations described in point (a), (b) or (e), a recent extract from the judicial record or, failing that, an equivalent document recently issued by a judicial or administrative authority in the country of origin or provenance showing that those requirements are satisfied. The contracting authority shall accept, as satisfactory evidence that the tenderer is not in the situation described in point (d), a recent certificate issued by the competent authority of the State concerned. Where the document or certificate referred to above is not issued in the country concerned, it may be replaced by a sworn or, failing that, a solemn statement made by the interested party before a judicial or administrative authority, a notary or a qualified professional body in his country of origin or provenance. The contracting authority may waive the obligation of the tenderer to whom the contract is to be awarded to submit the documentary evidence if such evidence has already been submitted to it for the purposes of another procurement procedure and provided that the issuing date of the documents does not exceed one year and that they are still valid. In such a case, the tenderer to whom the contract is to be awarded shall declare on his honour that the documentary evidence has already been provided in a previous procurement procedure and confirm that no changes in his situation have occurred. 4.2.2. Exclusion from award of the contract

Tenderers must provide a declaration on their honour, duly signed and dated, stating that they are not in any of the situations described hereafter.
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A contract shall not be awarded to tenderers who, during the procurement procedure for this contract: (a) are subject to a conflict of interest; (b) are guilty of misrepresentation in supplying the information required by the contracting authority as a condition of participation in the procurement procedure or fail to supply this information; (c) find themselves in one of the situations of exclusion from participation in the procurement procedure. 4.2.3. Declaration that there are no conflicts of interest

Tenderers should declare that they: - do not have any conflict of interest in connection with the contract; a conflict of interest could arise in particular as a result of economic interests, political or national affinities, family or emotional ties, or any other relevant connection or shared interest; - will inform the contracting authority, without delay, of any situation constituting a conflict of interest or which could give rise to a conflict of interest; - have not made and will not make any offer of any type whatsoever from which an advantage can be derived under the contract; - have not granted and will not grant, have not sought and will not seek, have not attempted and will not attempt to obtain, and have not accepted and will not accept, any advantage, financial or in kind, to or from any party whatsoever, constituting an illegal practice or involving corruption, either directly or indirectly, as an incentive or reward relating to the award of the contract. - will carry out the studies and/or provide services to the highest professional standards, in particular in terms of objectiveness and impartiality and exclusively in the best interests of the contracting authority with no consideration linked to any possibility of a future contract; - guarantees that there is no conflict of interests with other commitments or contracts recently concluded or to be concluded by the service provider either individually or through any consortium to which the service provider might belong or through any subsidiary or related company. The Commission reserves the right to check the above information. 4.3. Selection criteria 4.3.1. Economic and financial capacity

In the case of a joint tender, information on economic and financial capacity must be provided by each member of the group. The selection criteria for economic and financial capacity set as minimum standards on financial and economic standing will be assessed in relation to each member of the group
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individually. If a member of the group does not fulfil these selection criteria, the tenderer shall not be selected. Tenderers must furnish the following supporting documents for verification of their economic and financial capacity: - Copy of the balance sheets for the last two years for which accounts have been closed, showing the annual pre-tax profit. If, for a valid reason, tenderers are unable to provide them, they must enclose a statement as to annual pre-tax profits for the last two years. If the balance sheets or the statement show an average loss, then tenderers must furnish another document as proof of their financial and economic capacity, such as appropriate bank references or proof of professional risk insurance cover. - Statement as to overall annual turnover realised during the last two years. Tenderers may, where appropriate, rely on the capacities of other entities, regardless of the legal nature of the links which they have with them. They must in this case prove to the contracting authority that they will have at their disposal the resources necessary for performance of the contract, for example by producing an undertaking on the part of those entities to place those resources at their disposal. Under the same conditions, a group of service providers may rely on the capacities of the members of the group or of other entities. 4.3.2. Technical and professional capacity

In the case of a joint tender and/or subcontracting the selection criteria for technical and professional capacity will be assessed in relation to the combined capacities of all members of the group and/or subcontractors, as a whole, to the extent that subcontractors put their resources at the disposal of the tenderer for the performance of the contract. Tenderers must furnish the following supporting documents for verification of their technical and professional capacity: - Statement of the average annual manpower and the number of managerial staff in the last three years. - The educational and professional qualifications and language skills of the tenderer's managerial staff and, in particular, those of the person or persons responsible for providing the services (Curriculum vitae). - A description of the technical equipment and tools to be employed to perform the contract - A description of the measures to ensure the quality of services. - A list of the principal services provided in the past three years with the sums, dates and recipients, public or private. In addition, the following requirements are set for the different lots included in this call for tenders:
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Lot 1 The experience and expertise of the tenderer shall include good knowledge of the CFP and with current activities in the framework of the Data Collection Regulation, including biological sampling issues. The tenderer shall have proven expertise in the development of fisheries data warehouses has to demonstrate knowledge in data processing and analysis and skills in Information Technologies. Lot 2 The tenderer shall combine experience on data collection issues and data analyses including modelling development. The modelling aspects should cover needs for both aspects of fisheries management (fish stock-based and fleet-and-area based). In this view knowledge on fleet-fisheries based sampling (e.g. fleet segmentation, fleet behaviour) and on the ecosystem approach implementation (effects of the fisheries on the marine ecosystem and in particular the estimate of the fishing pressure as defined in the Commission Working Paper SEC 449/2008 will be required. The tenderer will have to show good comprehension of the CFP (Common Fisheries Policy) and in particular some control aspects (Log-book and VMS related issues). High profile in computer skills shall be necessary Lot 3 The experience and expertise of the tenderer shall include good knowledge of the CFP as well as proven experience in the field of technical measures evaluation in particular a good knowledge of closed areas and of the European legislation in relation to the conservation of marine organisms is required. Lot 4 The experience and expertise of the tenderer shall include good knowledge of the CFP and being familiar with the work developed so far in the frame of the ICES Working Group on Assessment of New Species. The tenderer must demonstrate experience in the analysis of biological information in relation to fish stock assessment. Tenderers may, where appropriate, rely on the capacities of other entities, regardless of the legal nature of the links which they have with them. They must in this case prove to the contracting authority that they will have at their disposal the resources necessary for performance of the contract, for example by producing an undertaking on the part of those entities to place those resources at their disposal. Under the same conditions, a group of service providers may rely on the capacities of the members of the group or of other entities. 4.4. Award criteria For each lot, the contract will be awarded to the tenderer offering the best value for money having regard to quality and price. To determine which tender offers the best value for money, the following evaluation method will be used: 4.4.1. Technical evaluation

A maximum of 100 points will be awarded for the quality of the tender. The criteria for the assessment of the quality are:
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(1)

Understanding of the objectives of the study/terms of reference and clarity of the presentation (maximum 10 points) To this end, the tenderers should present well and clear structured offers, including in particular, all information deemed necessary to demonstrate the tenderers' understanding of the technical specifications of the call for tenders.

(2)

Composition of the proposed team in relation to the demanded services (number of persons, profiles, allocation of tasks) (maximum 20 points) To this end, the tenderers should provide relevant information to illustrate that the number and the profile of the personnel available for assignment to the services required under the technical specifications and the effort allocation among them is relevant to perform the services demanded under each lot.

(3)

Quality of the proposed methodology (maximum 50 points) To this end, the tenderers should provide a comprehensive and very detailed description of the studies methodology and its relevance for the lot in question. Where relevant, the way information will be gathered and further analysed has to be fully detailed and motivated.

(4)

Proposed work organisation, quality control measures and arrangements for ensuring that information shall be made available (where relevant) and that deadlines will be met (maximum 20 points). To this end, the tenderers should provide a detailed description of the organisational structure they intend to put in place for the various tasks involved in providing the services required under each lot of this call for tenders, within the time allowed. Special appreciation shall be given to the details on how data availability will be ensured (where relevant), identifying the critical steps and possible risks that could limit progress and the good conduction of the study, and describe the solutions put in place to overcome such possible limitations if they were to occur.

Tenderers are requested to prepare their technical offers on the basis of the abovementioned criteria. To this end they shall attach to their offers a Technical Tender Form (Annex 2) Only the tenders scoring at least 60 out of a maximum total of 100 points and scoring at least 50% of the points available for each criterion in the technical evaluation will be considered for the financial evaluation. 4.4.2. Financial evaluation

The financial value of the tenders that pass the quality examination will be determined by calculating the price index as follows: (Lowest price tender / Price of the tender in question) X 100 4.4.3. Award of the contract

The contract shall be awarded to the tender offering the best quality/price ratio, with a 60/40 weighting between technical quality and financial value.
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This will be achieved by multiplying: – – the result of the technical evaluation (number of points) by 0,6 the result of the financial evaluation (price index) by 0,4

The two results will be added together and the contract will be awarded to the tender obtaining the highest score at the end of this process.

ANNEXES: ANNEX 1: DRAFT SERVICE CONTRACT ANNEX 2: TENDER FORMS ANNEX 3: QUESTIONNAIRE AND CHECKLIST

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