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1 TECHNICAL SPECIFICATIONS AND SELECTION PROCESS OF THE IMPLEMENTING BODY OF THE PROGRAMME FOR INFORMATION AND PROMOTION OF AGRICULTURAL PRODUCTS IN THE THIRD COUNTRIES The Consorzio di Tutela del Formaggio Asiago (Consortium for the Protection of Asiago Cheese), with registered address at Corso Fogazzaro, 18 - 36100 Vicenza, ITALY, VAT no. 00703580241, tel. +39 0444/321758, fax +39 0444/326212, email: [email protected] , PEC [email protected] , in partnership with the Consorzio Tutela Speck Alto Adige (Speck Alto Adige Consortium) and the Consorzio per la Tutela del Formaggio Pecorino Romano (Consortium for the Protection of Pecorino Romano Cheese), as the leading proposing organisation of the Three-Year Programme (2017-2020) “PROPASEU”, approved by the European Commission, in compliance with the Regulation (EU) no. 1144/2014 implemented in the third countries, hereby announces, in accordance with the articles of reference of the Regulation (EU) no. 1144/2014, of the Delegated Regulation (EU) no. 2015/1829 and of the Implementing Regulation (UE) n. 2015/1831, a Public Notice of Tenders for the selection, by means of an Open Competitive Procedure, of an “Implementing Body” engaged for the realisation of the Actions (activities/initiatives) directed at the attainment of the objectives that are provided by the Programme “PROPASEU” and which is to carry out in the following third countries: United States of America and Canada, using as testimonial products Formaggio Asiago PDO, Speck Alto Adige PGI and Formaggio Pecorino Romano PDO. Companies/agencies in possession of the requirements that are indicated in the aforementioned EU Regulations (including but not limited to: agencies or companies that are experts in activities of public relations, promotion, information, event organisation, advertising and press campaigns, or activities at points of sale) are invited to present an offer (a technical proposal) on the basis of the indications that are described in this document under the paragraph entitled "TECHNICAL SPECIFICATIONS". PRIMARY INFORMATION PROGRAMME TITLE: PROPASEU Programma Pecorino Asiago Speck EU LEADING PROPOSING ORGANISATION: Consorzio di Tutela del Formaggio Asiago (Consortium for the Protection of Asiago Cheese) TARGET MARKETS: United States of America and Canada TESTIMONIAL PRODUCTS: (to be used within the framework of the proposed activities and initiatives) Formaggio Asiago PDO Speck Alto Adige PGI Formaggio Pecorino Romano PDO

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Page 1: Formaggio Asiago PDO Speck Alto Adige PGI Formaggio ... · testimonial products Formaggio Asiago PDO, Speck Alto Adige PGI and Formaggio Pecorino Romano PDO. Companies/agencies in

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TECHNICAL SPECIFICATIONS AND SELECTION PROCESS OF THE IMPLEMENTING BODY OF THE

PROGRAMME FOR INFORMATION AND PROMOTION OF AGRICULTURAL PRODUCTS IN THE THIRD

COUNTRIES

The Consorzio di Tutela del Formaggio Asiago (Consortium for the Protection of Asiago Cheese), with

registered address at Corso Fogazzaro, 18 - 36100 Vicenza, ITALY, VAT no. 00703580241, tel. +39

0444/321758, fax +39 0444/326212, email: [email protected], PEC

[email protected], in partnership with the Consorzio Tutela Speck Alto Adige (Speck Alto Adige

Consortium) and the Consorzio per la Tutela del Formaggio Pecorino Romano (Consortium for the

Protection of Pecorino Romano Cheese), as the leading proposing organisation of the Three-Year

Programme (2017-2020) “PROPASEU”, approved by the European Commission, in compliance with

the Regulation (EU) no. 1144/2014 – implemented in the third countries,

hereby announces,

in accordance with the articles of reference of the Regulation (EU) no. 1144/2014, of the Delegated

Regulation (EU) no. 2015/1829 and of the Implementing Regulation (UE) n. 2015/1831, a Public

Notice of Tenders for the selection, by means of an Open Competitive Procedure, of an

“Implementing Body” engaged for the realisation of the Actions (activities/initiatives) directed at

the attainment of the objectives that are provided by the Programme “PROPASEU” and which is to

carry out in the following third countries: United States of America and Canada, using as

testimonial products Formaggio Asiago PDO, Speck Alto Adige PGI and Formaggio Pecorino

Romano PDO.

Companies/agencies in possession of the requirements that are indicated in the aforementioned EU

Regulations (including but not limited to: agencies or companies that are experts in activities of

public relations, promotion, information, event organisation, advertising and press campaigns, or

activities at points of sale) are invited to present an offer (a technical proposal) on the basis of the

indications that are described in this document under the paragraph entitled "TECHNICAL

SPECIFICATIONS".

PRIMARY INFORMATION

PROGRAMME TITLE: PROPASEU – Programma Pecorino Asiago Speck EU

LEADING PROPOSING ORGANISATION: Consorzio di Tutela del Formaggio Asiago (Consortium for

the Protection of Asiago Cheese) TARGET MARKETS: United States of America and Canada

TESTIMONIAL PRODUCTS: (to be used within the framework of the proposed activities

and initiatives)

Formaggio Asiago PDO

Speck Alto Adige PGI

Formaggio Pecorino Romano PDO

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IMPLEMENTATION PERIOD

OF THE PROGRAMME: 36 months (3 years), starting approximately from the

month of February 2017

TARGET GROUPS OF THE ACTIVITIES: (in the target markets of the Programme)

Consumers

Those who work and assist in the agricultural-food and

HO.RE.CA. [hotel, restaurant and cafe] sectors

Journalists, bloggers, commentators

FINANCIAL RESOURCES: about € 2,000,000.00 plus VAT. These resources are

intended only for the realisation of the activities and

initiative, and thus do not include the quantification of the

fee for the implementing body or other administrative

expenses that do not fall within its competence.

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TECHNICAL SPECIFICATIONS

MAIN OBJECTIVES OF THE PROGRAMME

The main objectives of the Programme “PROPASEU” presented by Consortium for the Protection of

Asiago Cheese – the leading proposing organisation – regard the reinforcement of the

competitiveness of the agricultural sector of the European Union as well as the increase and spread

of knowledge about the European quality schemes, about European products that have been

provided with a designation of quality, and about the value of the European system of designations

of origin as an attribute of quality and safety, by means of the example of excellence established by

testimonial products that have been provided with PDO certification.

The focus in particular in the target countries is on:

1. Increase awareness of the merits of the agricultural products of the European Union and of

the high standards applicable to the production methods in the European Union;

2. Increase the competitiveness and consumption of European Union agricultural products

and certain food products and to raise their profile outside the European Union;

3. Increase the awareness and recognition of the European Union quality schemes;

4. Increasing the market share of agricultural products and certain food products from the

European Union;

5. Contributing to countering more and more widespread phenomena of agricultural-food

product pirating relating to European agricultural products, allowing consumers to make

more informed and aware purchase choices.

The bodies (companies, agencies, etc.) that participate in this Call for tender for the selection of the

implementing body shall draw up a body of activities and initiatives (including informational and

promotional materials) that are consistent with a well-identified and targeted strategy, in

consideration of the goals to be achieved, the typology of the target countries, the target groups of

the initiatives, the duration of the programme, and the financial resources that are available.

MAIN SUBJECTS TO BE HANDLED

In order to achieve the project objectives and fulfil the requirements of the reference regulations

(the EU regulations cited above), the main thematic areas to be considered are the following:

- For the purpose of increasing the competitiveness of European agriculture in the target markets,

it is necessary to go into detail on the distinctive characteristics of the latter, and thus to

generically and technically go into depth (depending upon the typology of the target groups that

are the recipients of the specific initiatives) on the meaning that “quality” holds for the

European Union.

- Within the framework of the concept of “quality”, utilising and presenting the Programme’s

testimonial products which are provided with PDO, as an example of the value which the

European system of quality confers upon the products from the various territories in the

European Union. That value is explained not only in the rigorous standards relating to production

methods and inspections of the chain, but also in the increase in value of the European cultural

heritage and in the promotion of the diversity of agricultural production and the maintaining of

rural spaces. Within that framework, it will furthermore be possible to go into depth on

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concepts such as the traditionalness of the production methods and of the raw materials, as well

as the originality of the productions themselves.

- The thematic areas that are indicated above provide the opportunity to introduce in-depth

analyses that are more specific on the meaning and functioning of the European certifications

of quality (PDO – Protected Designation of Origin, PGI – Protected Geographical Indication, and

TSG – Traditional Specialty Guaranteed), of which the testimonial products of the Programme are

a concrete example of excellence.

- The EU logos that express the certifications of European quality are symbols (in the graphic

expression) that are common to all Member States and thus may be searched for on the labels

of all of the agricultural products and agricultural foods of quality that originate in the European

Union.

- One part of the project’s thematic areas will also have to do with becoming aware of the

phenomena of agricultural/food piracy.

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TYPES OF ELIGIBLE ACTIVITIES AND INITIATIVES

The activities and initiatives that are eligible within the framework of the Programme that will be

presented by the Consortium for the Protection of Asiago Cheese, in respect of the reference

regulations are similar to those classic activities and initiatives of information on and promotion of

high-quality agricultural, wine, and food products, taking into account the thematic areas to be

handled and the objectives as indicated above (above all else in terms of the contents of the

communication):

- STRATEGY: definition of the strategy of communications, of the distinctive key visual of the

programme, market research, and other necessary elements.

- PUBLIC RELATIONS: ongoing activities of public relations (Public Relations Office), organisation of

press events.

- WEBSITE, SOCIAL MEDIA: creation, updating, and maintenance of a website dedicated to the

Programme; social media (creation of accounts, periodic publication), and similar activities

(applications for mobile devices, e-learning platforms, webinars, etc.)

- ADVERTISING: press inserts, TV, radio, online.

- COMMUNICATION TOOLS: drafting of publications, informational materials for use by the media

(media kits), brochures, recipe books, materials, and promotional videos.

- EVENTS: participation in tradeshows and exhibitions in the sector; organisation of seminars,

workshops, B2B meetings, trainings for trade/cooks, activities in schools; Restaurant tasting

weeks; sponsoring of events; realisation of study trips (incoming) to the production territories of

testimonial products; other events.

- PROMOTIONS AT POINTS OF SALE: tasting and informational days; promotion in publications of

retailers, advertising at points of sale, promotion in canteens, and similar activities.

- OTHER ACTIVITIES.

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SELECTION PROCEDURE FOR THE IMPLEMENTING BODY OF THE PROGRAMME

REQUIREMENTS FOR PARTICIPATING IN THE TENDER

Absence of causes for exclusion from participation

Participation in this competitive procedure is reserved for economic operators who, on the date of

the presentation of the offer, declare that no reasons for exclusion exist in accordance with the

Directive 2014/24/EU, or else reasons for exclusion that are associated with:

- Criminal convictions;

- Payment of taxes or social security contributions;

- Insolvency, conflict of interest or criminal business acts.

The absence of these reasons for exclusion shall be attested to by means of the attached declaration

(Annex A) signed by the legal representative.

Requirements of economic and financial capacity

The economic operator that intends to participate in this tender for selection must have realised in

the three year period of 2013-2014-2015 total global revenues of no less than 2,000,000.00 Euros (in

words: two million Euros) net of VAT, resulting from VAT declarations or the tax equivalent within

the EU.

The possession of these requirements shall be attested to by means of the attached declaration

(Annex A) signed by the legal representative.

Requirements of technical and professional capacity

The economic operator that intends to participate in this tender for selection must have realised in

the three year period of 2013-2014-2015 services which are analogous to those that are the subject

of this tender for a total amount of no less than 700,000.00 Euros (in words: seven hundred

thousand Euros) net of VAT, including the realisation of at least one structured project in

communications, promotion, and the related advertising campaign.

The possession of these requirements shall be attested to by means of the attached declaration

(Annex A) signed by the legal representative.

ADJUDICATION CRITERIA

The contract will be awarded with the criteria of the best value for money, also taking into account

the criteria of quality.

In the presence of only one valid offer, Consortium for the Protection of Asiago Cheese shall have the

option of proceeding or not with the awarding of the tender.

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In the event of a tie in the points attained, the contract shall be awarded to the competitor that has

achieved the greatest number of points in the technical offer. In the event of a tie in the points in

both the financial offer and the technical offer, a random drawing shall be held.

Aspects of both the quality of service and price shall be jointly taken into account, and therefore

the total 100 points shall be evaluated with the following proportions:

QUALITY (TECHNICAL OFFER) MAXIMUM POINTS : 80

PRICE (FINANCIAL OFFER) MAXIMUM POINTS : 20

TOTAL POINTS TO BE ASSIGNED MAXIMUM POINTS : 100

The points shall be assigned according to the following criteria:

QUALITY: TECHNICAL OFFER (80 POINTS)

The adjudicating commission shall provide for the examining of the technical offer and shall assign

the points on the basis of that which has been declared, up to a maximum of 80 points, according to

the subdivision indicated below:

CRITERIA SUBCRITERIA POINTS MAXIMUM

1. ASPECTS OF THE COMMUNICATION PROJECT AND THE OVERALL STRATEGY 25 points

a) Articulation of the Strategy Coherence and completeness of the technical proposal (detailed, clear and complete description of the proposed activities in relation to the goals of the Programme and the requirements of the Technical Specifications); coherence between the overall strategy and the goals to be pursued; coherence between the overall strategy and the individual activities.

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b) Innovation and Originality Creativity in the conceiving of the various coordinated graphic lines designed to facilitate the understanding and reading of the promotional messages; appeal of the visual impact, ability in the use of advanced technologies applied to communications; proven ability to realise informational campaigns by making use of all of the most recent technological innovations that are broadly widespread (the Web, television, digital reproduction of sounds and images, radio, etc.).

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c) Communicational effectiveness of the idea (degree of understanding of the different typologies of the target groups: Coherence of the means proposed with the goals of the Programme, as far as the media plan with classical means, the proposals of new formulas for communication/promotion using television, web, and radio, possible telepromotions, presentations in

7

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CRITERIA SUBCRITERIA POINTS MAXIMUM

programmes, etc.

2. CONCEPTION AND DEVELOPMENT GRAPHIC COMMUNICATION FORMAT 35 points

a) Project for the creative development of the communications campaign on topics covered by the Programme:

Coherence of the communications concept and creative strategy with the Programme; use of ideas targeted at reaching the various target groups that are recipients of the promotional messages.

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b) Coherence with the communications strategy that was previously developed

Quality of the proposed elements of graphic continuity and their effectiveness for the purpose of the degree of recognition of the identity of the proposing consortia and of the products that are the subject of the Programme.

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c) Originality and uniqueness of the creative format which makes the communications recognisable in all of its aspects:

Evaluation of the use of a mix of techniques and solutions aimed at providing a clear and complete response to different target groups, taking into account that the completeness of the project requires the full correlation between the tools and actions of communication and the promotion goals of the Programme.

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d) Flexibility and reproducibility of the coordinated image: Assessment of the degree of flexibility (scalability) and reproducibility of the graphic format in the various applications; Assessment of the effectiveness and communicative immediacy of the proposal.

5

e) Graphic promotional materials proposal (brochure, recipe books, gadgets): Assessment of the proposals/consultations relating to formats, supports, graphic /visual solutions that are most suitable for guaranteeing the achievement of the goals that are established in the programme.

5

f) Social media actions (detailed indication of the actions to be carried out on various social media, with the relative motivations):

Effectiveness and functionality of the architecture, the navigation system, and the social strategy.

5

g) Execution methods of the actions under the preceding criterion: Description of the technical equipment, the materials, tools, including those for study and research, that are used for the rendering of services, and the relevant coherence with the purposes and goals of the proposed communications campaign and the Programme.

4

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CRITERIA SUBCRITERIA POINTS MAXIMUM

3. METHODOLOGICAL AND EXPRESSION APPROACH (VARIETY, BALANCE SYNERGIES BETWEEN THE ACTIONS PROPOSED, COMPLETENESS OF THE DOCUMENTATION PRODUCED 20 points

a) Creation and description of the group and the work methods:

Quality of the organisational structure and of the professional characteristics of the work group, proposed in terms of the competences that they possess; Efficiency level of the proposed operational and organisational methods.

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b) Timeline Assessment of the completeness, adequacy of times and resources that are envisioned in the timeline, and its coherence with the Programme which shall be organised into three years.

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c) Supervision and examination of the realisation of the initiatives:

Description of the analysis of the proposed activities, measuring and evaluating the effectiveness of the communications actions, including in relation to, for example, satisfaction, effects, images, etc.

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TOTAL 80

PRICE: FINANCIAL OFFER (20 POINTS)

1. FINANCIAL

ANALYSIS

14 points

a) Analysis of the costs-effectiveness of the proposed

initiatives, according to market prices.

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b) Analysis of the unit cost of every action expressed through

the ratio between total costs of the action (including the

fee) and the number of direct contacts expected.

7

2. FEE

6 points

a) Assessment of the congruity of the fee, expressed in

days/person, required for the realisation of every action, on

the basis of the cost of every action and of the expected

benefits.

6

TOTAL 20

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METHOD OF PRESENTATION OF THE PROPOSALS

With a failure to comply resulting in exclusion from the competition, the bodies that are interested in

participating in the Call for Tender for the selection of the implementing body shall deliver all of the

necessary documentation in a packet containing three envelopes:

- ENVELOPE A – Administrative documentation, which shall contain:

o Annex A filled out and signed by the legal representative,

- ENVELOPE B – Technical offer, which shall contain:

o Detailed description of the activities/initiative

o Detailed financial plan for every activity/initiative proposed; introduction of the

economic operator participating in the Tender for Selection;

- ENVELOPE C – Financial offer, which shall contain:

o Detailed table of the amount of the fee.

In the subsequent sections (Instructions for the presentation of the technical offer and Instructions

for the presentation of the financial offer), indications shall be provided on how the technical offer

and the financial offer shall be drawn up.

The documentation may be drawn up in either Italian or English, and it shall be presented by the

participant in the competition both in paper format and in electronic format – printable and

copyable - on a CD or USB stick, within and no later than January 25th 2017. The delivery of the

packet shall remain at the exclusive risk of the sender in the event that for any reason whatsoever, it

does not reach the destination with the aforementioned final deadline.

At the same time as the sending of the packet, the packages shall be sent in advance, once again

within and no later than January 25th 2017, by PEC [certified e-mail system] or by regular e-mail.

Mailing address to which to deliver the proposals within the aforementioned deadline

Consorzio di Tutela del Formaggio Asiago, Corso Fogazzaro, 18 - 36100 Vicenza – ITALIA

Attn.: Mr. Luca Cracco

PEC address: [email protected]

Regular e-mail address: : [email protected]

The subject line of the PEC or of the regular e-mail should be the following: Call for Tender

“PROPASEU” and the name of the body/agency/company participating in the Tender for Selection.

In this case, it is recommended to make available a link which is possible to access in order to

download the documentation. The material shall be made available at the opportune time by the

Evaluation Committee which the Consortium for the Protection of Asiago Cheese shall create in order

to carry out the selection activities.

The Selection Committee, an ad hoc body created especially for the evaluation and selection of the

proposals that have arrived, and composed of representatives of the Consortium for the Protection

of Asiago Cheese, shall meet on January 27th 2017.for the purpose of carrying out the selection

procedure.

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Timely communication shall be provided by e-mail to all participants of the results of the Tender for

Selection. The results shall also be published on the website of the Consortium for the Protection of

Asiago Cheese www.asiagocheese.it no later than January 31st 2017.

Additional information may be requested from the following address:

Mr. Luca Cracco e-mail: [email protected]

COMPETITION DOCUMENTS

- PUBLIC NOTICE

- TECHNICAL SPECIFICATIONS

- ANNEX A

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INSTRUCTIONS FOR THE PRESENTATION OF THE TECHNICAL OFFER – ENVELOPE B (FILE B)

Presentation of the economic operator

General presentation in terms of: contacts, experiences completed within the sector of the

promotion of/information on high quality agricultural products, experience in the realisation of

events in general, PR activities, and Press Office, organisation of tastings at points of sale and press

campaigns, development of promotional/informational materials, management of websites and

social media.

Information on its own structure (with particular reference to the activities that have already been

realised) and on possibly belonging to networks of similar bodies operating within the same field, at

the European and international level and, if so, in the countries involved in the Programme.

Description and cost of the activities/initiative:

A financial operator that participates in the Tender for Selection shall define the promotional and

informational plan, proposing the activities/initiatives that it considers to be most effective and

structuring them according to that which has been indicated in the previous paragraph.

The choice of the activities/initiatives that are proposed shall be motivated, in relation to the

effectiveness in achieving the Programme objectives, by the thematic areas to be disseminated and

treated and by the typology of the target countries and groups, demonstrating a well-considered

reflection in view of the maximum impact that can be attained.

It is advised to propose initiatives of critical mass (with a broad capacity) capable of achieving the

envisioned goals at the highest levels.

The description of each individual activity/initiative shall indicate at least:

- The title of the activity/initiative

- The number of contacts expected

- The brief description of the activity

- Main cost headings

With regard to the main cost headings, some examples are provided:

- PUBLIC RELATIONS – press event:

o Hall rental: € _________

o Audio/video set-up: € _________

o Catering (light dinner for __ people): € _________

o Support personnel (__ hostesses): € _________

o Other (provide details): € _________

- EVENTS – Participation in tradeshows and events in the sector

o Cost of participation and insertion in the catalogue: € _________

o Stand realisation: € _________

o Support personnel (__ hostesses): € _________

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The costs of the various activities and initiatives must be indicated separately by country and by year

in which they are incurred. In addition, they must be detailed by individual cost heading and

presented net of VAT.

The total amount of about € 2,000,000.00 available for the implementation of the actions, can be

broken down approximately as follows on the two target countries:

USA: 80%

CANADA: 20%

The costs must be organised and presented in a table (called the Financial Plan or Budget) which shall

contain the name of the initiative and the individual cost headings that comprise it, for the purpose

of arriving at a total sum (total cost of the actions) composed of the costs of the individual initiatives

which, in turn, are composed of the individual cost headings.

Within the framework of every action, costs may be envisioned for the activity of supervision in the

target countries on the part of the implementing body, such as flights, room, and board.

The description of the activities/initiatives and the detail of the financial plan shall together form the

technical offer and shall be inserted into Envelope B – Technical Offer (see the paragraph “Method

of Presentation of the Proposals”).

INSTRUCTIONS FOR THE PRESENTATION OF THE FINANCIAL OFFER – ENVELOPE C (FILE C)

Cost of the fee for the implementing body

With regard to the costs relating to the fee for the implementing body, they may be presented in the

form of days/person in relation to each individual initiative, detailing the methods and the data

necessary to quantify them. These costs regard all of the activities that are necessary for the

organisation and realisation themselves of the activities (such as the selection of and contact with

suppliers, price research, the selection of the location, reservations, organisation of events, etc.)

The provision is therefore required for each country of a table that summarises by year the total

costs of the proposed activities and the relative costs of the agency’s fee, indicating the number of

days envisioned and the cost per day. An example table is provided:

Public Relations YEAR 1 YEAR 2 YEAR 3

Permanent Public Relations activities

Total annual activity €XXXXX €XXXXX €XXXXX

Agency fee (unit cost per day for a senior consultant or a

junior consultant) €XXX €XXX €XXX

Number of days envisioned XX XX XX

Total agency fee €XXXX €XXXX €XXXX

Complete total annual fee €XXXXX €XXXXX €XXXXX

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Press Events

Total annual activity €XXXX €XXXX €XXXX

Agency fee (unit cost per day for a senior consultant or a

junior consultant) €XXX €XXX €XXX

Number of days envisioned X X X

Total agency fee €XXXX €XXXX €XXXX

Complete total annual fee €XXXX €XXXX €XXXX

For the purpose of this table, the total cost of the actions shall be summarised (equal to about €

2,000,000.00 - the sum of all of the activities/initiatives proposed) and the total costs of the fee (to

be defined on the part of the economic operator that is participating in the Competition – the sum of

the fees envisioned for each activity/initiative proposed, indicated in the table as described above).

This table shall form the financial offer and shall be inserted into Envelope C – Financial Offer (see

the paragraph “Method of Presentation of the Proposals”).