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1
NAWSARH Project
Acquisition of NAWSAR Helicopter
for Norway and Iceland
Project manager Kjell Jacob Johannessen Sola 10th November 2011
Industry day #5 Prequalification Information Meeting
2
Prequalification NAWSAR Helicopter Acquisition
Agenda:
10:00 10:15 Welcome
10:15 10:45 General information about the acquisition process
10:45 11:45 Information of how to issue a Prequalification Application
11:45 12:10 Coffee and snacks
12:10 13:40 Continuation of how to issue a Prequalification Application
13:40 14:00 Questions and Answers
3
Status
Status (Norway)
Concept study
(QA1)
Acquisition
solution
(QA2) *
Tender process
Government
decision
Government
decision
Building, test &
delivery
Government
decision
Implementation
(Introduction,
test and
evaluation)
EQA
ITT process kick off
Preferred bidder
Contract
Acceptance
First base ready
Positive decision
Negative decision
Acquisition process has started with reservation to Parliament decision
Parliament
decision
Consecutive
delivery and
base phase in
Base by base
The central steering document
Major and detailed requirements for deliverables
Procurement and contract strategy
Implementation Scope of work Time plan Budget and payment structure
Prequalification
ITT (Invitation to Tender)
Tender document production Evaluation Down selection Negotiation Recommendation Suggested Contract
4
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16
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20
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20
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Master project plan
Action
Preparation periode
The plan is divided into several overlapping phases
Preparation
Tendering phase
Production phase
Test and implementation phase
Base implementing phase
Operation phase
20
21
C
2 3 2 2 3 2 2
1 (Iceland)
5
Oct Nov Dec Jan Feb Mar Apr May Jun JUl Aug Sep Oct Nov Dec
1st
Qtr
2nd
Qtr
2011 2012
Pre-
qualification Tendering process
Clarification /
Evaluation
Project masterplan next twelve months
PQ
2013
Negotiation
3rd
Qtr
CA
Candidate(s) are
those Companies
that submit
application to be
pre-qualified
Pre qualified Candidate are
those Candidates
that have been
pre-qualified and
will be allowed to
submit tender
Bidder is the Pre-
qualified
Candidate that
intend to submit /
have submitted
tender
Provider is the
Bidder that have
been awarded the
contract after
negotiation
Used names of companies during the process
6
Project steering organogram (Norway)
New steering structure gives good project control
Minister of
Justice and the
Police
Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
Project
manager
Staff
Sub project
Technical
User group
Reference group
Sub project
operational
Sub project
Legal
Sub project
Financial
Steering level
Performance level
Ass. Project manager
7
Organisasation
RNoAF (P7661) 5 8
MAP Aircraft Project 5
BKM Consultant 2
Simonsen 2
PwC 4
Hospitals 1
Total 10 11 2 4
Project Manager
Sub project
Technical
Deputy
Project Manager
Staff
(QA, lawyer, economist
administration)
Reference Group
Sub project
Operation
Sub project
Legal
Sub project
Financial /
economical
Planning
interface
NAWSARH Project team
A total of 33 project members in addition to the reference group
8
Iceland Norway
Main actors
State Trading Centre
Responsible buyer
Ministry of Justice and
the Police
NAWSARH Project
Responsible buyer
NAWSARH Project
NAWSARH project
9
Understanding of the combined management organogram
New steering structure gives good project control
Minister of
Justice and the
Police
Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
Project manager
Staff
Sub project
Technical
User group
Reference group (N)
Sub project
operational
Sub project
Legal
Sub project
Financial
Steering level
Performance level
Ass. Project manager
Nor / Ice Cooperation
Council
MoJ Norway
MoI Iceland
Iceland Steering
Group
MoI Iceland
Iceland Project
owner
MoI Iceland
Iceland Project
Reference group (I)
10
Prequalification documents Information
Memorandum
App 1
Questionnaire
App 2
HES
statement
App 3
Form of
Declaration of
commitment
App 4
Mission types
and operation
profile
Content of the acquisition and scope of supply
Administrative rules
Information of the process
Update of information
Requirements to the Candidate,
requirements for documentations and
evaluation criteria
Standard requirements for Norwegian acquisitions for
work to be performed in Norway. To be completed by
the Candidates and representatives of his employees
Will be used by the Candidate if the Candidate will
have support from other companies (parent / sister /
daughter)
To be completed by supporting company (if applicable)
Overview of actual mission scenarios and type of
missions
App 5
Check list
Checklist for Candidate management to ensure
completeness
11
The Norwegian and Icelandic Prequalification
App. 5
Check list
App. 4
Mission types and
operational profile App. 3
Forms of
declaration of
commitment
App.2
HES statement
App. 1
Questionnaire
Prequalification
Information
Memorandum
PQ documents Separate but similar documents at
the same time
Administrative rules:
- All administration at one location
- All questions / answers same address
- Same recipient address
- One evaluation responsible
- One prequalification application for
each countries
App. 5
Check list
App. 4
Mission types
and operational
profile App. 3
Forms of
declaration of
commitment
App.2
HES statement
App. 1
Questionnaire
Prequalification
Information
Memorandum
App. 5
Check list
App. 4
Mission types
and operational
profile App. 3
Forms of
declaration of
commitment
App.2
HES statement
App. 1
Questionnaire
Prequalification
Information
Memorandum
Norway Iceland
NAWSARH project
!
12
Whitepaper to the Parliament with propositions
Proposition for decision to acquire new rescue helicopter etc.
for the i period of 20132020:
The Parliament agree that Ministry of Justice- and the Police
can
1. within a frame of 16 800 Mill NOK:
a) Enter into a purchase agreement for up to 16 rescue
helicopter in the class of 10-20 ton complete with spare
parts, equipment- and training packages for mainland
of Norway for planned phase-in period 20162020. The agreement shall also include options of up to six rescue
helicopter of same type.
b) Adjust infrastructure, including building adaptation for
the selected helicopter type at different bases in
addition to the landing possibilities at hospitals that is
utilised by the SAR helicopter today
2. Establish a contract of long term maintenance and logistics
support to support the helicopters operation inside the
allocated budget for the whole contract period
13
The acquisition has started through the Prequalification process
The process is divided into two stages: Stage 1) Prequalification process:
The aim is to find qualified candidates that will be allowed to participate in the competition for new
AWSAR helicopters for Norway and Iceland.
Only Prequalified Candidates will be invited to issue a tender in the competition.
Stage 2) Competition based on an Invitation to Tender (ITT)
The aim is to find the best overall AWSAR helicopter and support program.
An important milestone has been achieved acquisition has started
14
Prequalification documents
Set of documents prepared for collecting central information that will
support the Ministry to select
professional and solid suppliers with
proven products.
Process is strictly formal and failing to follow the formality leads the Ministry
to disqualify Candidates.
If in doubt, its better to raise questions than make failures. 1
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5
Norwegian Ministry of Justice and the Police
Engelsk mal: Startside
Prequalification
11 November 2011 Title 15
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Links to references
The Candidates are advised that the documentation referred to herein as
References is provided as background material only.
Observe the public version
of the requirement
document
Society goals (KS1)
Effect goals (KS1)
Major requirement (KS1)
Requirement document (KS2)
Requirement Specification
for the acquisition
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Requirement document
development through KS
regime to specification
a a a a
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1. BACKGROUND AND INTRODUCTION
Cooperation between Norway and Iceland
Procurement of up to 16 + 1 fully adapted AWSAR helicopter and up to 6 + 2 options
Together with an Integrated Logistics Support (ILS) solution including the materials and services required to
support the operation through the life cycle.
This Pre-qualification is conditional upon the parliamentary approval of the procurement process.
The procurement will be performed through a subsequent competition between Pre-qualified Candidates with
negotiations after which a contract will be awarded to the
preferred Bidder.
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2. INDICATIVE TIME SCHEDULE FOR THE PRE-QUALIFICATION AND THE PROCUREMENT PROCESS Milestone Indicated date
Invitation to participation in the Pre-qualification 21 October 2011
Information meeting for parties interested in participating in the
Pre-qualification
10 Nov. 2011
Deadline for questions and request for clarifications regarding the
Pre-qualification Documentation
9 Dec. 2011 at 12:00 CET
Deadline for the Candidates submission of a Pre-qualification
Application
20 Dec. 2011 at 12:00 CET
Evaluation period 20 Dec. 2011 15 Jan. 2011
Notification of Pre-qualified Candidates 20 Jan. 2012
Issue of ITT 31 Jan. 2012
Information meeting for Pre-qualified Candidates 23 Feb. 2012
Deadline for submission of tenders 14 June 2012
Clarification and evaluation period 15 June 2012 - 25 Sept. 2012
Invitation to participate in negotiations 1 Oct. 2012
Negotiation period 1 Oct. 2012 01 July. 2013
Contract award 1 July 2013
20 Dec. 2011 at 12:00 CET
Please note that the dates (excluding the deadline for the Candidates submission of a Pre-qualification Application and the corresponding deadline for questions and request for clarifications) are indicative only. Changes are likely to occur.
Observe that
the date shall
be 2012
!
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3. INTRODUCTION
The scope of the procurement aims to acquire from one responsible Turnkey provider: SAR Helicopters fully adapted for their search and rescue role
A comprehensive life-cycle Integrated Logistics Support (ILS) solution
The purpose of the chosen concept is to reduce risk and maximise efficiency whilst ensuring that the result is both complete and cohesive.
The SAR Helicopters must be fit for purpose Support must ensure serviceable aircraft at each of the SAR Operating
Bases at any given time
Absolute confidence in the Providers ability to sustain delivery quality and reliability.
The requirements will carefully balance the ambition to acquire
innovative and
future-oriented helicopters
with low technological and programme risk.
The robustness, both in relation to delivery reliability and resultant helicopter availability is paramount.
14
Expected supplier arrangement
Main contractor /
supplier
Sub-supplier (a) Sub-supplier (b)
Sub-suppliers (nn)
Supplier to
Sub-supplier (##)
Expect companies to establish single source Turn key solution
Issues observed as challenging:
- Radar installations
- Mission management integration
- Ambulance installation
- ILS service
- Maintenance service
- Training (continuation) train the trainer
20 9
Main actors
Iceland
State Trading Centre
Responsible buyer
Norway
Ministry of Justice and
the Police
NAWSARH Project
Responsible buyer
NAWSARH Project
NAWSARH project
1
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4. THE PROJECT AND PROJECT ORGANISATION
Candidates should be informed that the NAWSARH project team has been authorised to
perform the procurement of SAR Helicopters on
behalf of Iceland, and acts on behalf of Iceland
and the State Trading Centre (STC) in relation
to the Icelandic acquisition process that is
conducted in parallel with this Norwegian
procurement process.
Unless it is stated in the dialogue with the potential Candidates related to the Norwegian
Pre-qualification Documents, however, the
Project acts only on behalf of the Government
of Norway.
10
Project steering organogram (Norway)
New steering structure gives good project control
Minister of
Justice and the
Police
Steering Group
MoJ Project owner
General directors
MoJ, MoD, MoHC
Project
manager
Staff
Sub project
Technical
User group
Reference group
Sub project
operational
Sub project
Legal
Sub project
Financial
Steering level
Performance level
Ass. Project manager
21
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6.1 OVERALL CONCEPT AND PURPOSE
Provide year-round safety for people in the Search and Rescue Region at sea, in inaccessible terrain, and in difficult
situations where other resources are insufficient. The Norwegian Search and Rescue Region is expected to increase
significantly.
Procure up to 16 new SAR Helicopters for six SAR Operating Bases in Norway
With the aim of keeping minimum of one serviceable helicopter per base 24 hours a day all year round, with a target of 100% readiness.
The reaction time is 15 minutes.
The availability requirements will be measured at the interface between the Turnkey provision and the equipment and
services performed in-house (by the Operator).
The main objective is to enable the Operator to obtain the readiness targets, however taking into account life cycle cost
effects.
The final combination of the number of Helicopters, availability requirements, and maintenance and logistics services, will
hence be subject to negotiations.
22
Range requirement
The range requirements of the Norwegian SAR Helicopter have
been summarised in four key objectives, cf. Prop. 146 S (2010-
2011):
To have the capacity to initiate rescue of 20 persons in distress at sea within a range of 150 nautical miles at any point directly out from
the straight baseline within two hours and return with the rescued
people to a safe place on land. In addition, they must be able to
assist two people at the far perimeter of the Norwegian Search and
Rescue Region with better effect than today.
To assist persons in distress on land and in inaccessible terrain, and in other emergency situations where other resources are insufficient,
quickly and in a secure manner year-round.
To continue the present established practice to conduct air ambulance services, where the health services own helicopters are unsuitable.
To carry out other missions of public importance (military missions, support to special police missions, specialised fire fighting,
emergency relief, environmental protection, and other missions of public interest aimed
at protecting assets or the environment).
1
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Norwegian rescue region
Straight Baseline
Sea King Capacity
150 Nm from Straight Baseline
2 hours from base
based on135 Kts speed
and 15 minutes reaction time
(for Svalbard the speed is 122 Kts
and 60 minutes reaction time)
150 Nm from Straight Baseline at
Svalbard (Ambition to cover this
area is not decided)
Rygge Sola
Flor
rland
Bod
Banak
These objectives have again been further developed in the KS2 process in the Requirement Document. This document
is published for information purposes as a reference to this Information Memorandum. These requirements will in their
turn be further detailed in the specifications as part of the ITT
6.1 OVERALL CONCEPT AND PURPOSE CONT:
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6.3 THE DELIVERABLES A TURNKEY DELIVERY OF SAR HELICOPTERS AND LIFE-CYCLE SUPPORT MATERIALS AND SERVICES The ILS solution will include all:
life-cycle support logistics materials and
services and
some training and
maintenance services, (not applicable for Iceland)
during the implementation phase and for an envisaged duration of ten years
The procurement will seek out a Turnkey provider, with only one contractual interface between the Ministry and the chosen
provider.
Some assets (e.g. base facilities) and services (e.g. line maintenance) shall be provided or undertaken by the Ministry,
Some assets and services will be made available to the Bidders for incorporation in the Turnkey solution if considered appropriate
by the Bidder.
78
Not included
Ministry Supplier
Sketch of the intended ILS and Maintenance set up
Helicopter
Line
maintenance
Local inventory
Component
work shops
(MRO)
Base
Maintenance
(Helicopter)
Helicopter
Major
Maintenance
and major
modification
Procurement
Main
Store
This Information Memorandum is a provisional description of the intended scope.
24
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5 6.4 THE DELIVERABLES
Main supplier
NAWSARH
helicopter
ILS: Initial type competency
and capability
ILS: Future type competency
and capability (IP rights)
ILS: Technical and operative
Expertise
ILS: Life cycle material support
and logistic
Basic Helicopter
SAR mission installation
Mission System integration
Tools / equipment
Documentation
Training aids
ILS: Recurring training
ILS: CAMO organisation (Not
applicable for Iceland)
ILS: Initial Spare part set up
The Ministry shall procure the agreed maintenance and logistics services for all SAR Operating Bases tentatively for a term of ten years, counting
from final acceptance of the last Helicopter, after which the maintenance and logistics services will be subject to a new tender competition. The term
will be subject to negotiations. Hence, the Ministry will ask for alternative tenders assuming both a shorter (five years) and longer (15 years) period.
ILS: Maintenance (Not
applicable for Iceland)
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6.5 IMPLEMENTATION OF HELICOPTERS, AND ASSOCIATED MATERIAL AND SERVICES SUPPORT
Following an extensive acceptance procedure for all deliveries the Ministry will take delivery of the Helicopters
All Services (training, maintenance and logistics) will be subject to extensive review and testing prior to the
operation going live in an operational environment.
An initial period of technical and operational evaluation (Operational Test and Evaluation, OT&E) will take place
after acceptance and delivery of the first two Helicopters.
The purpose of the OT&E is to determine any necessary changes to the Helicopters, the associated material and
services support, and/or develop new or revise existing
operational procedures.
1
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Master project plan
Phase duration
Preparation period
Contract award
# Helicopter delivery
Preparation
Tendering phase
Production phase
Test and implementation phase
Base implementing phase
Operation phase
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2 3 2 2 3 2 2
Building of first batch incl. QA
Delivery
schedule
C
2
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6.6 IN-HOUSE AND GOVERNMENT FURNISHED ASSETS (NOT APPLICABLE FOR ICELAND)
Introduction
The Ministry will, provide all Candidates with a set of prerequisites for preparing a tender, including services that will
be performed by the state itself (in-house)
Furthermore, a selection will be made available of Government Furnished Assets that Candidates may choose to utilise as part
of their tenders.
In-house assets and services
Operator responsibility by 330 sqd
SAR Operating Bases as detailed on map
Line Maintenance
The final and optimised arrangement related to the interface between the Line Maintenance and the responsibility of the Turnkey Provider,
i.e. Base Maintenance, shall be subject to negotiations.
Maintenance base facilities
It will be up to the Bidder to propose the most advantageous solution, subject to negotiations.
79
Spare helicopter
Maintenance concept
1st Line maintenance
(operational base)
- Day to day
maintenance
- Within 6-12 hours
downtime:
- Failure rectification
- Periodic
maintenance
- Modification
Intermediate maintenance
(Maintenance base)
- Within 4 - 8 weeks
downtime:
- Failure rectification
- Periodic
maintenance
- Modification
Heavy maintenance
(Overhaul base)
- Helicopter overhaul
(IRAN)
- Major repair
- Major modification
Helicopter under
maintenance1
1
1
1
Helicopter on duty>>
Helicopter back-up
1
1
Maintenance personnel
experience transfer
Could be:
- Training facilities
- Workshop
facilities
- Special tools
- etc
27
Will be concluded if:
Civil solution is not feasible or
Priority 1 is not achieved
Priority 2 either / or
Priority 1
Operational flexibility
1
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5 7. THE PUBLIC AVIATION REGULATIONS - REGULATORY FRAMEWORK (ONLY FOR NORWAY)
Priority 2
Economical benefits (Cost of transfer from todays
military organisation to a civil
solution will be
added to the Bidders proposal)
Civil register
(state aircraft)
Civil Certified
Military register
Military
Qualified
Will survive if achieved:
Civil solution is feasible
Priority 1
Priority 2
Civil register
(state aircraft)
Military register
Bottom line: The winning bid need to be the most cost efficient all over offer
The Intended Helicopter shall prove evidence that it will hold a Civil EASA type certificate or
Military Qualification from recognised authority at the latest when preferred bidder is selected
It is the Ministrys objective that the procurement shall be open (note: reservations) to both military and civil certified helicopters, and military and civil registration. It is thus the
Ministrys objective that the Candidate may freely choose what he considers most advantageous in order to meet the Ministrys operational, functional and technical requirements.
28
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8. OPTIONS
In addition to an order of up to 16 (+1) large SAR Helicopters, the Ministry will require:
Options for the delivery of up to six (+2) additional SAR Helicopters if needed. The Options will be considered called for:
At Svalbard to replace the SAR helicopters
On the mainland
in case of loss of a Helicopter,
if the number of SAR Operating Bases at the Norwegian mainland should be increased in the future, or
due to any other presently unforeseen or uncontrollable circumstance.
Iceland to replace existing SAR helicopters
The Options shall be valid for a maximum period equalling the length of the maintenance and logistics services. Within this
frame the term and conditions will be subject to negotiations. Candidates may offer their economically most advantageous Helicopter
candidate irrespective of civil certification (Iceland only) or military
qualification, and without concern as to whether the Helicopters will be
operated under a civil or military regulatory regime.
74
Number of helicopters
Country Suggested
firm orders
Suggested
future options
Norway 16 6
Iceland 1 21
Total 17 8
Expect advices from supplier based on the number of bases,
readiness requirement and maintenance expectations
Number of helicopter can be adjusted, based on type availability
1 To be confirmed 2018
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9. ICELAND
The Icelandic Government has decided to procure an initial order of
one new long-range rescue Helicopter
with a purchase option of two more Helicopters.
Iceland intends to procure, as far as it is feasible, the same Helicopters as Norway, thereby achieving efficiency and
economies of scale.
Iceland will perform line and base maintenance in-house, and acquire other necessary Services.
30
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10.1 PREQUALIFICATION OBJECTIVES
The procurement will be performed through this pre-qualifying assessment and a subsequent competition with
negotiations The Pre-qualification will determine if the Candidates
financial,
organisational and
technical qualifications
are sufficient to participate in the competition for the delivery of SAR
helicopters, equipment and services for the Icelandic and Norwegian
SAR service
The appendices describe the pre-qualification criteria and the procedure for selecting the Candidates that will be invited to submit
tenders (Pre-qualified Candidates).
Strict requirements to the Candidates financial, organisational and technical qualifications will apply.
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10.2 RESERVATIONS
10.2.1 Parliament approval It is important to note that the Government has initiated this Pre-qualification
based on a decision subject to parliamentary approval by the Storting, cf. Prop. 146 S (2010-2011).
It shall be clearly understood that the process may be cancelled in its entirety during the Pre-qualification phase, without compensation to Candidates,
subject to the Parliaments request, or as a consequence of major changes required to the scope of supply and/or other material assumptions for the
procurement.
10.2.2 Regulatory framework (civil or military) The Ministry intention is not to close the question of helicopter register until
the time of selecting the preferred bidder, based on his best overall offer.
Please note that in order to allow a change in the future register (i.e. to a civil register) it is required that operational flexibility in relation to SAR and air
ambulance operations is upheld.
Whether this is obtainable is pending clarifications from the MoD, CAA and EASA.
Hence, the Ministry reserves the right to revisit the required regulatory regime as necessary due to EASAs response, or if otherwise required to do so in
order to comply with the prerequisite of operational flexibility.
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11. THE PRE-QUALIFICATION REQUIREMENTS 11.1 THE PRE-QUALIFICATION QUESTIONNAIRE
The Pre-qualification Questionnaire establishes the minimum requirements the Candidates must adhere to and
the documentation that must be provided in order to be
considered by the Ministry as pre-qualified for participation
in the competition.
The Candidates are instructed to complete the Pre-qualification Questionnaire and provide the documentation
specified therein.
Failure to complete the Pre-qualification Documents including appendices as instructed, or failure to provide the
requested documentation, may lead to rejection of the
Candidate,
!
!
33
11.3 THE DECLARATION OF COMMITMENT
The Candidates are informed that the requirements stated in the Pre-qualification Questionnaire may be fulfilled by other
companies, such as parent companies,
subcontractors,
subsidiaries
or other members of the consortium
(if applicable).
To the extent the Candidate does not meet the requirements itself, but aims to meet the requirements by utilising the
experience or qualifications of such other parties, the Candidate is required to provide further details as well as
documentation that such other party is obligated to deliver the relevant
capacity to the Candidate.
The form as described in Annex 3 shall be completed if the Candidate relies on other business entities to fulfil requirements in this
prequalification
11. THE PRE-QUALIFICATION REQUIREMENTS CONT. 1
2
3
4
5
!
!
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13. COMPLETION OF REQUIRED INFORMATION AND DOCUMENTATION
13.1 THE REQUIRED DOCUMENTATION
The Candidate shall submit the following documents, and shall adhere to the instructions set out for their completion: A letter signed by the individual(s) legally representing the Candidate,
stating the Candidates intention to participate in the competition.
A completed Pre-qualification Questionnaire (Appendix 1) and all documentation required therein
A completed HES statement (Appendix 2) and all documentation required therein.
A completed Declaration of Commitment Form(s) if applicable (Appendix 3)
A completed Check-list (Appendix 5)
All documents and accompanying instructions shall be complied with, without deviations. The Candidate should be
aware of the possibility to raise questions.
The documents shall be submitted in three (3) paper copies, of which one (1) shall be marked as the original,
and electronically on a DVD-ROM, CD-ROM or USB flashdrive.
!
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13.2 DEADLINE, MARKING AND MEANS OF DELIVERY The Pre-qualification Application shall be contained in a sealed shipment marked:
Pre-qualification NAWSARH 2011.
The Pre-qualification Application shall be received by the Ministry by personal delivery or mail
no later than 20th December 2011 at: 12:00 CET, at:
Flyplassveien 190
PO Box 3
N-4050 Sola,
Norway
Candidates are made especially aware that they bear the sole risk for the Pre-qualification Application failing to reach the deadline at the requested place, e.g.
faults in the delivery by the messenger, the postal service, or any other reason.
13.3 LANGUAGE All documents delivered by the Candidate as part of this Pre-qualification shall be in
English or in Norwegian.
13. COMPLETION OF REQUIRED INFORMATION AND DOCUMENTATION CONT:
! !
For the avoidance of doubt, it is not
permitted to send Pre-qualification
Documents electronically (by e-mail). !
Please observe that in the Icelandic
documents there is an error set the
date to 15th December 2011.
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14. QUESTIONS AND CLARIFICATIONS
14.1 DEADLINE FOR QUESTIONS AND CLARIFICATIONS
Questions and requests for clarifications related to the Pre-qualification shall be submitted no later than 9. December 2011 at 12:00 CET.
Questions and answers will be published on the Project Web Site and sent to parties who have registered interest in this procurement on Doffin/TED. The
originator of the questions will not be identified.
14.2 CONTACT INFORMATION
14.2.1The Ministrys contact information
All contact with the Ministry during the Pre-qualification process shall be directed in writing to the Ministrys singel point of contact:
Ministry of Justice and the Police/NAWSARH project,
Att: Kjell Jacob Johannessen, project manager
Flyplassveien 190,
PO Box 3, N-4050 Sola
Or E-mail: [email protected]
All submissions shall be marked Pre-qualification NAWSARH 2011.
14.2.2The Candidates contact information
The Candidates shall in their response state a single point of contact (with full name, position in the company, and contact information) for enquiries or other
communication from the Ministry or the NAWSARH Project to the Candidates.
There shall be one single point of contact for each Candidate regardless of the
organisation of the Candidate.
Please observe that in the Icelandic
documents there is an error set the
date to 8th December 2011.
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15.3 SECURITY REQUIREMENTS (FOR NORWAY ONLY)
It may be that the Provider at some point during the delivery will have to comply with requirements related to the protection of classified
information and/or material (due to military operator / missions)
These requirements also includes obtaining an authorisation or security clearance of the Provider, his Subcontractors, and/or his personnel, from
the competent national security authority
It will not be required to obtain security clearances as a part of the Pre-qualification.
Candidates must however note that they will be contractually required to ensure that all necessary security requirements can be met by Provider and
as necessary his Subcontractors, and that it is the sole risk of the Provider
if he fails to do so.
Before a contract is awarded, it shall as a minimum be evidenced that a security agreement/arrangement exists between Norway and the
home state of the Provider (and/or his Subcontractors for the part of
the delivery requiring security clearance), and that no other identified
circumstances makes it likely that security clearances cannot be
obtained.
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17. ETHICAL GUIDELINES
In order to ensure an objective, transparent and in all aspects fair competition, ethical guidelines shall apply to both the Candidates behaviour in the Pre-qualification (and throughout the competition), and to the public
bodies and their personnel involved in the procurement on behalf of the
Ministry.
The Candidates shall not try to influence, canvas or offer or give, or agree to give, any person involved in the project any gift, commission, rebate or
consideration of any kind.
The NAWSARH Project internal ethics standard is published on the Projects Web Site. Furthermore, other public bodies involved in the procurement have been instructed not to exchange communication with any
prospective Candidates, relating to the procurement. All Candidates are
expected to respect that the Ministry, the NAWSARH Project, other public
bodies and their personnel will follow these standards, and not do anything
that could risk the ethics standard being compromised.
The awarded contract will contain provisions regarding ethical requirements. The Provider will be required to conform to a professional attitude to social
responsibility, e.g. having a programme based on guidance laid out in ISO
26000:2010, or a comparable standard or system.
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18. CANCELLATION AND REJECTION
18.1 TOTAL CANCELLATION OR REJECTION OF THE PROCUREMENT PROCESS
The procurement is dependent on parliamentary approval, and the Ministry may cancel the procurement if such approval is not granted,
In addition, the Ministry may cancel the Pre-qualification if it considers that there is reasonable cause for such cancellation.
The Ministry may also reject all submitted Pre-qualification Applications, if the Ministry finds that there is a justifiable basis.
In the event of such cancellation or rejection, the Ministry is not liable for any economic loss suffered by the Candidate.
18.2 REJECTION OF PRE-QUALIFICATION APPLICATIONS
Candidates are informed that failure to comply with the requirements set out in the Pre-qualification Documentation may lead to rejection of the
Candidate, including but not limited to provisions regarding delivery date,
delivery place, delivery time and delivery format and the documentation
required.
It is therefore of great importance that the Candidates study the Pre-qualification Documentation carefully and
follow the instructions herein.
!
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19. COOPERATION BETWEEN ICELAND AND NORWAY IN THE PRE-QUALIFICATION PROCESS Norway and Iceland will cooperate in procuring SAR Helicopters
and associated material and services support with the intention of
achieving economies of scale and synergies.
The procurement processes will be held as two separate competitions, with separate documentation for each stage of the
competition.
The Candidates should note that both nations remain free at all times in the Pre-qualification to make their own individual
decisions regarding the selection of which Candidates should be
Pre-qualified, and that neither nation has the authority to enter into
any kind of obligations on behalf of the other nation.
Any material dispositive decision shall be subject to a formal decision by the Icelandic government, or a body clearly appointed
by the Government to act on its behalf in this matter.
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Information related to the further procurement process
20 TENDER PHASE
Subject to parliamentary approval, and following the Pre-qualification phase, the Pre-qualified Candidates will receive the ITT and be invited to respond to
the ITT with an offer for the delivery of the Service within a set deadline.
21 EVALUATION PHASE
Immediately following the deadline for submission of tenders, the Ministry will ask for any necessary clarifications and evaluate the tenders according to the
evaluation model, after which the Bidders will be invited to negotiate for a
contract.
22 INITIAL REDUCTION OF CANDIDATES IN THE ITT PROCESS
The negotiations can be performed in several phases in order to reduce the number of offers to be negotiated.
23 NEGOTIATION PHASE
Negotiations will take place with those Bidders which may be awarded a final contract.
24 CONTRACT AWARD
24.1 THE AWARD CRITERIA
Following the negotiations, the contract will be
awarded to the Bidder with the economically
most advantageous offer, as further detailed
in the ITT. The award criteria will be:
Award criteria Weight
Performance/Quality 48%
Price 33%
Risk 7%
Reliability of delivery 12%
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24.2 THE COOPERATION BETWEEN ICELAND AND NORWAY IN RELATION TO THE AWARD CRITERIA
The Norwegian and the Icelandic procurement processes will be held as two separate competitions, with separate
documentation for each stage of the competition.
The intention is to prepare the ITT to maximise economies of scale and utilising synergies across the two procurements of
Norway and Iceland, i.e. it will be possible to offer both
separate and combined offers to Norway and Iceland. These
offers will be conditional upon each country choosing the same
supplier. This condition is fulfilled only if the combined offer
provides the economically most advantageous offer for both
countries respectively.
74
Possible separate and combination of offers
Process allowing the bidders to submit his best offer
Bid for NorwayCivil or military
register
Bid for IcelandCivil register
Bid for Iceland and Norway
Ministries want each of the potential bidders to be able
to come forward with their best possible proposals /
solutions based on the candidates strong sides.
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3
4
5 PRE-QUALIFICATION QUESTIONNAIRE NAWSARH Project 2011
Answers shall be entered directly in the respective column for Information required / Requirement, Documentation required and, if
applicable, Comments/Additional information. Documentation requested shall be enclosed and marked with the applicable requirement
number and the relevant sequence number.
If, for any valid reason, the Candidate is unable to provide the documentation requested by the Ministry under Chapter IV (Financial
Requirements), he may prove his economic and financial standing by any
other document which the Ministry considers appropriate.
The Candidates are informed that the requirements stated in the Pre-qualification Questionnaire may be fulfilled by other companies, for
instance parent companies, subcontractors, subsidiaries or other
members of the consortium (if applicable). To the extent the Candidate does not meet the requirements himself, but aims to meet the
requirements by utilising the experience or qualifications of such other parties, the Candidate
is required to provide further details as well as documentation that such other party is
obligated to deliver the relevant capacity to the Candidate, cf. Appendix 3
If the Candidates official documentation is issued in any other language than English or Norwegian, the documents shall be translated into
English, and must be confirmed as correct by someone with the proper
authority to do so. The official documents in the original language must
also be included.
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Instruction to fill in Candidates response
Item # Information required (Items 1- 8) / Requirement (Items 9 20)
Documentation required (documentation sequence number is marked with [ # ])
Comments/Additional information
PART I CANDIDATE INFORMATION
1) Full name of the Candidate. A certified copy of a Certificate of Registration. [1]
Candidate response:.----.
Please provide a one-page chart
illustrating the ownership structure of
the Candidate including relations to any
parent company or other group or
holding companies. If this
documentation requirement is not
applicable, a statement explaining this
is expected. [2]
Candidate response:.----.
If the Candidate is a consortium, a lead
company shall be identified as
responsible for the Pre-qualification
Application. Furthermore, the role of
the consortium members shall be
described. [3]
If the Candidate is a consortium
information and documentation
regarding all participants in the
consortium must be provided in
relation to information requirement 1
- 7.
Fill in with relevant
information in short
form with reference
to attachment as
applicable and
needed
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1
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3
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5
1
Observe the requirement of
including relation to any parent
company and any other group or
holding companies
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1
2
3
4
5
2
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1
2
3
4
5
3
Observe the requirement
of proof of registration and
responsibility
Observe the requirement
of not older than 6 months
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1
2
3
4
5
4
Observe the requirement
of Capability
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1
2
3
4
5
5
Observe the requirement
of not older than 6
months
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1
2
3
4
5
6
Observe that the Candidates are
informed that the requirements stated in
the Pre-qualification Questionnaire may
be fulfilled by other companies, such as
parent companies, subcontractors,
subsidiaries or other members of the
consortium (if applicable).
!
Observe the requirement
of financial statement up to
and including June 2011
Observe that a significant deviation from
a single indicator may lead to a rejection.
A negative trend on some or majority of
the indicators may also lead to a rejection
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1
2
3
4
5
7
Observe the requirement
of profitable business
within the business area of
producing helicopters and
spareparts.
Observe that a significant deviation from
a single indicator may lead to a rejection.
A negative trend on some or majority of
the indicators may also lead to a rejection
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1
2
3
4
5
8
Observe the requirement
of a systematic quality
assurance system.
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3
4
5
9
Observe the requirement
of capacity and a proven
product
Observe the requirement
of EASA Certificate or
military qualification
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3
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5
10 Observe the requirements
of approvals and
certificates
Observe the
requirements of
behaviour
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5
For work to be performed
in Norway and Iceland
respectively: The
Candidate must have a
working, Health,
Environment and Safety
(HES) management
system in line with the
minimum requirement.
Refer to documentation
requirement [18]
Signed HES statement
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THE DECLARATION OF
COMMITMENT
The Candidates are
informed that the
requirements stated in the
Pre-qualification
Questionnaire may be
fulfilled by other
companies, such as parent
companies, subcontractors,
subsidiaries or other
members of the consortium
(if applicable).
To the extent the Candidate
does not meet the
requirements itself, but
aims to meet the
requirements by utilising
the experience or
qualifications of such other
parties, the Candidate is
required to provide further
details as well as
documentation that such
other party is obligated to
deliver the relevant
capacity to the Candidate.
The form attached as
Appendix 3 to the
Information Memorandum
shall be completed if the
Candidate relies on other
business entities to fulfil
requirements in this Pre-
qualification. One form
shall be completed for
each business entity that
the Candidate relies on.
!
App. 3 Declaration of commitment form
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3
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5
Just for information
purpose
App 4 Mission types and operational profile
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App 5 Check list
1
2
3
4
5
Experience shows that there is a
statistically risk that one or more
candidates will be rejected because
they fail to comply with the basic
rules and regulations governing the
competition, the obligation to
submit adequate proof and
documentation.
The list is meant as a tool to assist in
avoiding frequently made mistakes,
and shall not be considered
exhaustive.
The Candidate must thus adhere
completely to the instructions set out
in the Prequalification Documents
irrespectively of whether they have
been included in the Check-list.
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Just a reminder
If you intended to be prequalified for both Norway and Iceland You have to send in two separate applications based
on each countries published Prequalification
Documents:
One marked Prequalification NAWSARH 2011
And Prequalification no. 14423 Search and Rescue Helicopter for the Icelandic Coast Guard -
NAWSARH 2011 - Iceland
!
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61
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New Norwegian rescue responsibility region
Rescue area have recently been extended towards east and north
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Number of helicopters
Country Suggested
firm orders
Suggested
future options
Norway 16 6
Iceland 1 21
Total 17 8
Expect advices from supplier based on the number of bases,
readiness requirement and maintenance expectations
Number of helicopter can be adjusted, based on type availability
1 To be confirmed 2018
64
Ambition level
The map shows the ambition line (blue line), 150 Nm right out of the straight baseline
where the helicopters shall
be able to start pick up 20
persons in distress within 2
hours
The blue circles indicates how far out the helicopters can fly
from the bases within 2 hours
(including 15 minutes reaction
time) at a speed of 135 kts. For comparison - Sea Kings
capacity to pick up 20 rescues
and bring them to safe haven is
indicated with the red line
Norwegian rescue region
Straight Baseline
Sea King Capacity
150 Nm from Straight Baseline
2 hours from base
based on135 Kts speed
and 15 minutes reaction time
(for Svalbard the speed is 122
Kts and 60 minutes reaction
time)
150 Nm from Straight Baseline
at Svalbard (Ambition to cover
this area is not decided)
Rygge Sola
Flor
rland
Bod
Banak
65
Not included
Ministry Supplier
Sketch of the intended ILS and Maintenance set up
Helicopter
Line
maintenance
Local inventory
Component
work shops
(MRO)
Base
Maintenance
(Helicopter)
Helicopter
Major
Maintenance
and major
modification
Procurement
Main
Store
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20
11
20
12
20
13
20
14
20
15
20
16
20
17
20
18
20
19
20
20
Master project plan
Phase duration
Preparation period
Contract award
# Helicopter delivery
Preparation
Tendering phase
Production phase
Test and implementation phase
Base implementing phase
Operation phase
20
21
C
2 3 2 2 3 2 2
Building of first batch incl. QA
Delivery
schedule
C
2
1 Iceland
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Spare helicopter
Maintenance concept
Line maintenance
(operational base)
- Day to day
maintenance
- Within 6-12 hours
downtime:
- Failure rectification
- Periodic
maintenance
- Modification
Base maintenance
(Maintenance base)
- Within 4 - 8 weeks
downtime:
- Failure rectification
- Periodic
maintenance
- Modification
Heavy maintenance
(Overhaul base)
- Helicopter overhaul
(IRAN)
- Major repair
- Major modification
Helicopter under
maintenance 1
1
1
1
Helicopter on duty>>
Helicopter back-up
1
1
Maintenance personnel
experience transfer
The maintenance concept is subject to bidders proposal and negotiation
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http://www.doffin.no/search/show/search_view.aspx?ID=OCT168426
69
http://www.rikiskaup.is/utbod/utb/14423
70
http://ted.europa.eu/udl?uri=TED:NOTICE:337613-2011:TEXT:EN:HTML
71
72
Expected supplier arrangement
Main contractor /
supplier
Sub-supplier (a) Sub-supplier (b)
Sub-suppliers (nn)
Supplier to
Sub-supplier (##)
Expect companies to establish single source Turn key solution
Issues observed as challenging:
- Radar installations
- Mission management integration
- Ambulance installation
- ILS service
- Maintenance service
- Training (continuation) train the trainer
73
Weighting model that will be used during evaluation
Economically most advantageous offer
Performance / Quality
48 %
Price
33 %
Risk
7 %
Operational and delivery reliability
12 %
Comprehensive weighting model focus on important deliveries
74
Possible separate and combination of offers
Process allowing the bidders to submit his best offer
Bid for Norway Civil or military
register
Bid for Iceland Civil register
Bid for Iceland and Norway
Ministries want each of the potential bidders to be able
to come forward with their best possible proposals /
solutions based on the candidates strong sides.