REQUEST FOR TENDERS 20 January 2014 Programmes promoting cross border co-operation (CBC) are being implemented at the external borders of the EU as part of the implementation of the European Neighbourhood and Partnership Instrument (ENPI). There are a total of 15 such programmes in Europe. This request for tenders applies the Kolarctic ENPI CBC 2007-2013 programme. The working language of the programme is English. The Kolarctic ENPI CBC (2007-2013) programme area comprises the northern regions of four countries. Included in the programme area are Lapland in Finland, Norrbotten in Sweden, the Murmansk and Arkhangelsk regions and the Nenets autonomous district in Russia, and the Finnmark, Troms and Finnmark counties in Norway. Adjoining regions are Northern Ostrobothnia in Finland, Västerbotten in Sweden, and the Karelia Republic, City of St. Petersburg and the Leningrad district in Russia. The original overall funding of the programme is EUR 70 million, in addition to which the Russian Federation has granted additional funding for the programme to an amount of some EUR 22.35 million; correspondingly, the additional funding granted by the EU amounts to EUR 2.23 million. The Regional Council of Lapland acts as managing authority for the programme. Procurement agreement for the external evaluation of the Kolarctic ENPI CBC programme The Kolarctic ENPI CBC programme / the Regional Council of Lapland invite you to tender for carrying out an external evaluation of the programme in 2014-2015 in the manner described below: DESCRIPTION OF THE TASK The external evaluation of the Kolarctic ENPI CBC programme will be carried out in two stages: A. Evaluation of the functionality of the programme's management, control and monitoring systems B. Evaluation of the results and impact of the projects carried out with funding from the programme For a more detailed description of the assignment, see Annex 3. Terms of Reference, Kolarctic ENPI CBC 2007-2013 Programme Evaluation. 1 REQUEST FOR TENDERS 20 January 2014 CONTENTS OF THE TENDER Price The evaluation basis for the price is the overall price, given with VAT excluded. The tender must also include the daily price. The price of one evaluation day must be the same in Finland, Russia, Norway and Sweden. Travel days shall not be included in the daily price. The daily price must include all expenses, such as payroll, social and administrative costs. Any travel costs shall not be included in the daily price. Travel expences are compensated in accordance with the criteria laid down in national laws. The compensation principle for evaluation trips in Finland, Russia, Sweden and Norway shall be the actual, reasonable expenses incurred by the travel. Travel expenses are approved according to the most economic alternative. Invoicing or delivery surcharges, etc., shall not be approved. The prices specified in the tender must remain valid throughout the entire agreement period, i.e., until 30 June 2015. The customer reserves the option of extending the validity of the agreement by one year. The tender must take this option into consideration, so that all of the offered terms and conditions must also cover the agreement period possibly extended based on the option. The terms of payment shall be agreed in the commission agreement. Use of subcontractors The tenderer may use subcontractors in Finland, Russia, Sweden and Norway. The tenderer shall be responsible for the activities of the subcontractors as if they were its own activities. The tenderer shall be responsible for the subcontractor taking care of its statutory obligations. Submitting the tender in Finnish or English The tenderer may submit the tender either in Finnish or English. 2 REQUEST FOR TENDERS 20 January 2014 DECIDING THE WINNER OF THE COMPETITIVE TENDERING The Kolarctic ENPI CBC programme / the Regional Council of Lapland shall make an agreement on carrying out an external evaluation of the programme for between 1 April 2014 and 30 June 2015 with the tenderer who won the competitive tendering. Best value for money shall be the selection criterion used. When assessing the best value for money, the following factors shall be taken into consideration: o o Price (weighting 40 %) Quality (weighting 60 %) Comparison of best value for money Price The overall price of evaluations A and B in total (VAT 0%) Maximum scores 40 Quality The competence and evaluation experience of the responsible evaluator 1. Evaluation plan of evaluation subjects A and B 2. Maximum price and quality scores in total Maximum scores 40 20 100 1 Annex 1. The competence and evaluation experience of the responsible evaluator will be assessed in accordance to Annex 1. Qualification, education and work experience, Section: 7. Experience in Evaluation of development/cooperation interventions in branch of EU programme, EU-project and EU-administration (a description of the experience in previous evaluations and other relevant studies). 2 Annex 3. Terms of Reference, Kolarctic ENPI CBC 2007 – 2013 Programme Evaluation. 3 REQUEST FOR TENDERS 20 January 2014 Quality assessment criteria Quality criteria Quality criteria scores Max 40 The competence and experience in 40 points evaluation activities of the the candidate has strong responsible evaluator: evaluation experience and evaluation competence (1 – 3) and 1. EU programmes 2. EU projects 3. Administration of EU Programme(s). the experience and competence required by the evaluation task (Annex 3 Terms of Reference). 25 points the candidate has experience in all areas of the evaluation task (1–3) and the competence required by the evaluation task. 15 points the candidate has experience and competence in evaluation, but is missing evaluation experience in one area (1–3). 5 points the candidate has experience and competence in evaluation, but is missing evaluation experience in two areas (1–3). 20 Quality of the evaluation plan: 1. Evaluation plan A and B, implementation and methodology of the evaluation: 7 points the candidate has presented a clear and realistic plan on carrying out the evaluation task and its methodology. The evaluation plan and the evaluation task correspond with each other (Annex 3 Terms of Reference). 4 points the candidate has presented a general-level plan on carrying out the evaluation task and its methodology, but some area related to the evaluation task is 4 REQUEST FOR TENDERS 20 January 2014 missing, and the evaluation plan does not fully correspond with the assignment. (Annex 3 Terms of Reference). 2 points the candidate has presented a general-level evaluation plan, but some important area is missing, and the evaluation plan and the assignment do not correspond with each other (Annex 3 Terms of Reference). 2. Scheduling and related resourcing personnel- 5 points the candidate has presented a realistic schedule on completing the evaluation task and specified the required human resources. 2 points the candidate has presented a general-level schedule and human resources for the evaluation task. Maximum quality criteria scores in total 60 The price is scored based on the total price (VAT 0%) presented in the tender. The lowest total price receives 40 points, and the competing price offers will be proportioned to the lowest total price offer using the following formula: Lowest total price / competing total price x maximum score 40. Quality is assessed based on two different quality areas: The responsible evaluator's competence and evaluation experience and the evaluation plan. 5 REQUEST FOR TENDERS 20 January 2014 If the assessment scores (maximum price and quality criteria scores in total) are equal, the tenderer receiving the highest score in experience shall be selected as the service provider. If these scores are equal as well, the service provider shall be decided by casting lots. The approval and rejection criteria of the tender The tender may not be conditional. The tender that offers the best value for money, taking the requirements set forth in this request for tender into consideration, shall be approved. The customer shall be entitled to decide on moving to the negotiating procedure, or reserve the right to not approve any of the tenders. Tenderers shall have no right to compensation as a result. Tenders that are incomplete, deviate from the request for tenders or are late shall be disregarded. A tenderer who cannot be considered to have the technical, financial or other prerequisites for carrying out the assignment, or who has neglected the payment of taxes or statutory social security contributions, can be excluded from the competitive tendering. Partial tenders shall be disregarded. The parties shall commit to notifying the parties to the agreement of any essential changes taking place during the agreement period (for example, reorganisations). SUBMITTING THE TENDER The written tenders must be delivered by 21 February 2014 at 4.00 p.m. to the following address: Kolarctic ENPI CBC Programme Regional Council of Lapland Hallituskatu 20 B FIN-96100 Rovaniemi FINLAND or by e-mail to the following address: [email protected] The tender envelope/e-mail subject must include the following identifier: ”TENDER: Evaluation of the Kolarctic ENPI CBC Programme” 6 REQUEST FOR TENDERS 20 January 2014 PUBLICITY AND VALIDITY OF THE TENDER DOCUMENTS Insofar as they are not confidential according to the law, the tender documents shall become public after the agreement has been made. Should the tenderer consider some part of the tender to be confidential due to its business or professional secret nature, this must be specifically noted in the tender, and the confidential information presented in a separate appendix. However, the price information shall be public. The tender must remain valid for a period of three months from the last submitting date. ADDITIONAL INFORMATION Requests for additional information must be delivered at the latest by 3 p.m. on 31 January 2014 via e-mail to the following address [email protected]. Responses concerning additional information shall be published on the programme's website at www.kolarcticenpi.info on 7 February 2014 at the latest. Only additional information provided in writing shall be binding to the customer. Contact information for questions regarding the contents of the Kolarctic ENPI CBC programme: Development Director Päivi Ekdahl, GSM +358 (0)400 383 578 Head of Programme Katja Sukuvaara, GSM +358 (0)40 178 6650. ANNEXES Annex 1 Qualifications, education and experience Annex 2 List of the subcontractors Annex 3 Terms of Reference, Kolarctic ENPI CBC 2007-2013 Programme Evaluation 7
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