EUROPEAN COMMISSION HEALTH AND CONSUMERS DIRECTORATE-GENERAL Directorate F – Food and Veterinary Office F.7 – Operational and Administrative Services SPECIFICATIONS ATTACHED TO THE INVITATION TO TENDER Call for tender No F7/01/2013 Framework Contract for the provision of language training services to the European Commission at its offices in Grange, Dunsany, Co Meath, Ireland. 1. Title of contract ..................................................................................................... 3 2. Purpose and context of contract ............................................................................ 3 3. Subject of contract ................................................................................................. 3 4. Arrangements for performing the contract ............................................................ 4 5. Participation in the tendering procedure ............................................................... 5 6. Documentation for tenderers ................................................................................. 5 7. Visits to premises or briefing ................................................................................ 6 8. Variants ................................................................................................................. 6 9. Volume of contract ................................................................................................ 6 10. Price ....................................................................................................................... 6 11. Terms of payment.................................................................................................. 7 12. Reports and documents to be submitted ................................................................ 7 13. Contractual terms and guarantees ......................................................................... 7 14. Requirement as to the tender ................................................................................. 7 ADMINISTRATIVE PART ............................................................................................................... 8 15. Exclusion criteria................................................................................................... 8 15.1. Candidates or tenderers shall be excluded from participation in a procurement procedure if: .......................................................................................................... 8 15.2. Evidence ................................................................................................................ 9 15.3. Contracts may not be awarded to candidates or tenderers who, during the procurement procedure: ...................................................................................... 10 16. Selection criteria .................................................................................................. 10 16.1. Evidence of access to contracts (proof of eligibility) .......................................... 10 16.2. Economic and financial capacity......................................................................... 10 16.3. Technical and professional capacity ................................................................... 12 Page 1 of 14 16.4. Tenders from consortiums of firms or groups of service providers, contractors or suppliers .............................................................................................................. 13 TECHNICAL PART....................................................................................................................... 14 17. Award criteria ...................................................................................................... 14 18. Financial part ....................................................................................................... 14 Annexes: ................................................................................................................................... 14 Page 2 of 14 1. Title of contract Framework Contract (FWC) for the provision of language training services to the European Commission Offices in Grange (published in the Official Journal of the European Communities under reference F7/01/2013). 2. Purpose and context of contract The Contracting Authority is the Health and Consumers Directorate General of the European Commission. The training services are to be supplied to the European Commission offices in Grange, Dunsany, Co. Meath, Ireland, some 45 km north-west of Dublin, approx. 8 km from Trim and 25 km from Navan. Grange is on a public transport route serviced by Bus Eireann (for details of service refer to www.buseireann.ie). In addition, the European Commission operates a limited pay-per-use shuttle bus service with designated pick-up points between the south side of Dublin and Grange. The present complement of staff is approximately 170 persons from the 27 Member States of the Union, covering a range of administrative and technical activities. Language skills are a vital aspect of European Commission operations and we now wish to arrange for the provision of language training services for our personnel in the coming years. 3. Subject of contract This invitation to tender concerns the teaching of 4 official languages of the European Union: English (EN), French (FR), German (DE) and Spanish (ES). Each language is to be taught at a maximum of 7 different levels depending on the level of the participants. Each level will be of 66 hours duration comprising weekly classes of 2 hours per class from October to June, followed by 2 weeks of semi intensive courses (2 hours per day) in August. Candidates are required to tender for all 4 languages mentioned above. The eventual contractor will be asked, as necessary, to provide in addition to face to face teaching, courses at the same levels partly based on distance learning (blended learning). In this case it is envisaged that at each of the above levels, the course would consist of 66 hours, 33 hours face to face teaching and 33 hours online tuition. The precise modalities for implementation may vary and will be developed by the eventual contractor in conjunction with the staff of the Health and Consumers Directorate General in Grange. In exceptional circumstances, the eventual contractor may also be asked to organise the teaching of any one or more of the other 19 languages of the Union : Bulgarian (BG), Czech (CS), Danish (DA), Dutch (NL), Estonian (ET), Finnish (FI), Greek (EL), Hungarian (HU), Irish (GA), Italian (IT), Latvian (LV), Lithuanian (LT), Maltese (MT), Polish (PL), Portuguese (PT), Romanian (RO) Slovak (SK), Slovene (SL) and Swedish (SV) as well as any other languages which would become an official language during the duration of this contract. However, it is not expected that any more than one of these languages will need to be taught at a time. The teaching of the four stipulated languages are to be available at the signature of the contract. The teaching of any of the other 19 languages is to be provided within 3 months of a request by the European Commission. Page 3 of 14 If Blended Learning1 is required for any level of a language the European Commission will give the eventual contractor 3 months' notice. The service provider will be allowed access to the photocopying facilities on the premises but shall nevertheless remain fully responsible for complying with any or all copyright requirements. Teachers should provide their own learning aids, e.g. tape recorders and laptops. The programme of the courses and the list of textbooks used are attached in Annexes VIII to XI. The framework contract for the provision of above services would have an initial duration of 1 year, renewable for a maximum of three further 1-year periods to give a maximum term of 4 years. 4. Arrangements for performing the contract 4.1. Teaching the language courses The content and teaching objectives of the courses for the services described at point 3 above will generally be set by the Contracting Authority. The Contractor will have to comply with them scrupulously. Most of the language training takes place in the classroom. However, the possibilities offered by distance learning are of growing interest given current technological developments, the demand from management and staff for shorter and better targeted training, and the professional mobility of certain participants. These partially remote courses will allow for different working patterns, personalisation of training by the pupil, and adjustment of the volume of work needed to acquire skills depending on the language being learned. The hours of work the trainer/mentor needs to put into providing the course are to be established jointly by the Contracting Authority and the Contractor once the course content has been developed and adjusted. The hours of work established will vary depending on the number of participants for a given course content. This number of hours will be stated on the order form. The Contracting Authority reserves the right to verify the hours of access by participants on any IT tools developed by the Contractor for training. It is essential in this context that trainers should be familiar with ICT, especially eLearning platforms and interactive whiteboards. 4.2. Cancellation of services by the Contracting Authority The Contracting Authority reserves the right to cancel any course, class or placement test, subject to two (2) working days' notice before the beginning of the course, class or test subject to such notification, by e-mail for any reason whatsoever, and specifically: if the number of students falls below the minimum envisaged at the start of the course, the class or the test or if logistical problems prevent the smooth running of the course, the class or the test. 1 Blended Learning: i.e. a combination of face-to-face language teaching of a general nature for groups and individuals and mentored distance learning via a shared workspace provided by the Contractor. Page 4 of 14 In the case of a course, cancellation by e-mail will be confirmed by means of an amendment to the initial order. In such cases, no payment or compensation of any kind will be due. The Contracting Authority reserve the right to cancel, after the beginning of the course in question, any course or class, subject to two (2) working days' notice, by e-mail for any reason whatsoever, and specifically: if logistical problems prevent the smooth running of the course; if the number of students falls below the minimum envisaged for three consecutive classes; if the number of students in several parallel courses (for the same language, at the same level and of the same type) falls below the minimum permitted for three consecutive classes, allowing classes to be merged into a single course. In such cases, only the hours worked before the notice of cancellation will be paid. In the case of a course, cancellation by e-mail will be confirmed by means of an amendment to the initial order. Any service cancelled less than two (2) working days before it is due shall be paid for; the payment shall cover only the services planned for those two working days (corresponding to the period of notice). In such cases, no compensation of any kind will be due. 4.3. Penalty clauses If the designated trainer or consultant or their replacement as authorised by the Contracting Authority is absent or arrives 30 minutes or more after the starting time of the service stated on the order form, the Contractor shall automatically be liable to pay the Contracting Authority a penalty of 100% of the price of the service in respect of which the absence or late arrival is noted, without prejudice to any liability that results or may result from the Contract or to the right of the Contracting Authority to cancel. In addition, the amount due for the service concerned may not be charged to the Contracting Authority. The same penalties shall apply if the Contractor cancels a service. 5. Participation in the tendering procedure Participation in tendering procedures is open on equal terms to all natural and legal persons coming within the scope of the Treaties and to all natural and legal persons in a third country which has a special agreement with the Communities in the field of public procurement on the conditions laid down in that agreement. Subcontracting is allowed. However, the contracting authority reserves the right to validate the proposed subcontractor(s) and is entitled to demand that the selection and exclusion criteria be applied not just to the tenderer but also to any subcontractors proposed (whether in the tender or during performance of the contract). 6. Documentation for tenderers All documentation relevant to this tender is to be found at the link below. http://ec.europa.eu/dgs/health_consumer/funding/language_training_en.htm Page 5 of 14 The programme of the courses and the list of textbooks used are attached in Annexes VIII to XI. 7. Visits to premises or briefing No visit to site is required. 8. Variants Variants are not acceptable. 9. Volume of contract The total value of the framework contract over its potential 4-year duration is estimated at a maximum of EUR 400,000. This figure is given for information only, and is not binding on the Contracting Authority. 10. Price The fixed price per hour (= 60 minutes of actual training) will be the same for all languages and for hours of online tuition provided. It will also apply to any placement testing which may be required to determine the linguistic level of participants. The fixed price per hour must include any and all expenses incurred in the provision of the service. Prices must be quoted in Euro using, if necessary, the conversion rates published in the C series of the Official Journal of the European Union on the day when the contract notice was published. Prices must be fixed amounts in Euro. Prices shall be fixed and not subject to revision. At the beginning of the second and every following year of the FWC, each price may be revised upwards or downwards, if such revision is requested by one of the parties in writing no later than three months before the anniversary of the date on which the FWC was signed. The other party shall acknowledge receipt within 15 days of reception of the request. The new prices shall be communicated as soon as the final index is available. The Contracting Authority shall purchase on the basis of the prices in force on the date on which order forms or specific contracts are signed by both parties. Such prices shall not be subject to revision. This revision shall be determined by the trend in the harmonised indices of consumer prices MUICP published for the first time by the Eurostat monthly 'Data in Focus' publication at http://www.ec.europa.eu/eurostat/. Page 6 of 14 Revision shall be calculated in accordance with the following formula: Ir Pr = Po x (0.2+0.8 — ) Io where: Pr = revised price; Po = price in the original tender; Io = index for the month corresponding to the final date for submission of tenders; Ir = index for the month in which the revised prices take effect. 11. Terms of payment Services may be invoiced on a monthly basis, providing that each invoice is accompanied by a detailed description of services actually provided during the month in question, to be cross-checked by the Contracting Authority. To this end, the contractor will make sure that the course presence lists are duly signed by the participants, or by the teacher with the mention "Absent" if the participant did not show. 12. Reports and documents to be submitted At the end of each academic cycle (end of August), the contractor will submit (for each class) a report describing the work carried out under the contract during the given year. It will contain a summary of each participant's progress as well as the results of their final exam. An electronic version of these reports must be sent to the Contracting Authority at the latest by mid-September. 13. Contractual terms and guarantees In drawing up his bid, the tenderer should bear in mind the provisions of the standard contract attached to this invitation to tender (Annex VI). Submission of a tender implies acceptance of all the terms specified in the present specifications and in particular in the attached standard contract including the general conditions applicable to contracts (Annex VI). All documents presented by the tenderer become the property of the European Commission and are deemed confidential. The Commission will not reimburse expenses incurred in preparing and submitting offers. 14. Requirement as to the tender The tender must include: (a) an administrative part including all the information and documents required by the Contracting Authority for the appraisal of tenders on the basis of the exclusion and selection criteria set out under paragraphs 14 and 15 respectively of these specifications; Page 7 of 14 (b) a technical part including all the information and documents required by the Contracting Authority for the appraisal of tenders on the basis of the award criteria set out under paragraph 16 of these specifications; The tenderer should include in this part: - description of a group lesson (2hours) taking into account the needs described in paragraph 3; - description of the means by which the support of frequently absent participants will be ensured for the courses to be provided to the Contracting Authority; - description of measures taken to ensure that teaching sessions will not be interrupted due to unexpected unavailability of teachers (e.g. through illness). - description of how blended learning will be provided (i.e. a mix of classroom and online tutoring). The above part will form the basis for the qualitative evaluation which will be scored out of 100. (c) a financial part (original Annex V) setting out a price in accordance with paragraph 17 of these specifications. The award will be made in respect of the tender offering the best quality/price ratio. Formula: Score for tender X = (cheapest price / price of tender X) x total quality score (out of 100) for all criteria of tender X. Tenders must be placed inside two sealed envelopes. The inner envelope, addressed to the department indicated in the invitation to tender, should be marked as follows: "Call for tender No: F7/01/2013 Framework Contract for the provision of language training services – not to be opened by the internal mail department". If self-adhesive envelopes are used, they must be sealed with adhesive tape and the sender must sign across this tape. The inner envelope must also contain two sealed envelopes, one containing the technical specifications and the other the financial bid (Annex V). Each of these envelopes must clearly indicate the content ("Technical" and "Financial"). ADMINISTRATIVE PART 15. Exclusion criteria 15.1. Candidates or tenderers shall be excluded from participation in a procurement procedure if: (a) they are bankrupt or being wound up, are having their affairs administered by the courts, have entered into an arrangement with creditors, have suspended business activities, are Page 8 of 14 (b) (c) (d) (e) (f) 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; they have been convicted of an offence concerning their professional conduct by a judgment which has the force of res judicata; they have been guilty of grave professional misconduct proven by any means which the contracting authority can justify; they 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; they 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; they are currently subject to an administrative penalty referred to in Article 96(1) of the Financial Regulation (The Contracting Authority may impose administrative or financial penalties on the following: (a) candidates or tenderers in the cases referred to in point (b) of point 15.3, (b) contractors who have been declared to be in serious breach of their obligations under contracts covered by the budget. In all cases, however, the contracting authority must first give the person concerned an opportunity to present his observations.) Points (a) to (d) of the first subparagraph shall not apply in the case of purchase of supplies on particularly advantageous terms from either a supplier which is definitively winding up its business activities, or from the receivers or liquidators of a bankruptcy, through an arrangement with creditors, or through a similar procedure under national law. Candidates or tenderers must certify that they are not in one of the situations listed above by completing and signing the form in Annex IV, “Certification with respect to the Exclusion Criteria”. The tenderer to whom the contract is to be awarded must also provide evidence that they are not in any of the situations described in points (a), (b), (d) and (e) above within the time limit stipulated by the contracting authority. This evidence must be in one of the forms described in paragraph 15.2 below. 15.2. Evidence a) The contracting authority shall accept as satisfactory evidence that the candidate or tenderer to whom the contract is to be awarded is not in one of the situations described in point (a), (b) or (e) of paragraph 15.1, 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. b) The contracting authority shall accept, as satisfactory evidence that the candidate or tenderer is not in the situation described in point (d) of paragraph 15.1, a recent certificate issued by the competent authority of the State concerned. Where the document or certificate referred to in paragraph 1 is not issued in the country concerned and for the other cases of exclusion referred to in paragraph 15.1, it may be replaced by a sworn or, failing that, a solemn statement made by the tenderer before a judicial or administrative authority, a notary or a qualified professional body in his country of origin or provenance. c) Depending on the national legislation of the country in which the candidate or tenderer is established, the documents referred to in paragraph 15.2 shall relate to legal persons Page 9 of 14 and/or natural persons including, where considered necessary by the contracting authority, company directors or any person with powers of representation, decision-making or control in relation to the candidate or tenderer. 15.3. Contracts may not be awarded to candidates or tenderers who, during the procurement procedure: (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 contract procedure or fail to supply this information; (c) find themselves in one of the situations of exclusion, referred to in paragraph 15.1, for this procurement procedure. Candidates or tenderers must certify that they are not in the situation in point (a) by completing and signing the form in Annex IV, “Certification with respect to the Exclusion Criteria”. 16. Selection criteria 16.1. Evidence of access to contracts (proof of eligibility) The tenderer indicates in which State it has its headquarters or domicile and presents the supporting evidence normally acceptable under its own law (see Annex I). Moreover, the tenderers are requested to: - indicate their VAT number (see Annex I); indicate the name and position of the person authorised to sign the contract (see Annex I); indicate their account number and bank address (R.I.B. or standard form in Annex II); for natural persons, the standard form in Annex III must also be completed and returned. 16.2. Economic and financial capacity 1. Proof of economic and financial capacity may be furnished by one or more of the following documents: (a) appropriate statements from banks or evidence of professional risk indemnity insurance; (b) the presentation of balance sheets (or extracts from balance sheets) and profit and loss accounts for at least the last two years for which accounts have been closed, where publication of the balance sheet is required under the company law of the country in which the economic operator is established; (c) a statement of overall turnover and turnover concerning the works, supplies or services covered by the contract during the last three financial years. 2. For contracts with a value of 130,000 EUR or more, tenderers (and in case of a consortium, the consortium leader and the consortium members) are also requested to Page 10 of 14 fill in the 'simplified balance sheet' and the 'simplified profit and loss accounts' enclosed in the 'Simplified Presentation' form in Annex VI for the last year for which accounts have been closed. Alternatively, the tenderers may fill in only the fields marked in bold and the ones marked in italics. All amounts must be expressed in Euro using the conversion rate as per section 10 (Price) of these tender specifications. 3. On the basis of the data from the 'Simplified Presentation' form in Annex VII, a number of values and ratios will be calculated in order to evaluate the economic and financial capacity of the tenderers. 4. The following values will be calculated: Value Formula/source Unfavourable if: own funds from the balance sheet negative own funds paid-up capital negative working capital permanent capital - fixed assets negative gross operating surplus from the P&L accounts negative net result from the P&L accounts negative self-financing capacity net result after tax + amortization – (SFC) capitalized production negative Page 11 of 14 5. Following ratios are calculated: Unfavourable if Ratio Formula general liquidity current assets/shortterm debts below 1 between and 1.25 financial independence own funds/total liabilities below 0.20 own funds/medium & long-term debts (MLT) below 0.30 between 0.20 and 0.40 above 0.40 indebtedness coverage of deposits and borrowed funds by the SFC SFC / MLT debts profitability Average if Favourable if 1 Above 1.25 between 0.30 and 0.60 above 0.60 below 0.25 between 0.25 and 0.50 above 0.50 gross operating surplus / turnover below 0.10 between 0.10 and 0.20 above 0.20 6. Each type of evaluation has a corresponding scoring (number of points) as follows: Scoring 7. Unfavourable value/ratio Favourable value Average ratio 0 points 1 point 1 point Favourable ratio 2 points In order to meet the financial capacity criterion, the tenderer must obtain a score of at least 8 points (out of a total of 16 points), which corresponds to 50% of the maximum number of points. 8 If, for some exceptional reason which the Contracting Authority considers justified, the tenderer or candidate is unable to provide the references requested by the Contracting Authority, he may prove his economic and financial capacity by any other means which the Commission considers appropriate. 16.3. Technical and professional capacity 1. Technical and professional capacity of economic operators shall be evaluated and verified in accordance with paragraph 2. 2. Evidence of the technical and professional capacity of economic operators may be furnished on the basis of the following documents: Page 12 of 14 a) the educational and professional qualifications of the service provider or contractor and/or those of the firm's managerial staff and, in particular, those of the person or persons responsible for providing the services or carrying out the works; b) a list (with references) of the main services provided over the past 3 years in the field covered by this contract with details of the dates they took place and details of their public or private recipients, the number of teaching staff provided and languages provided. c) applicants must provide evidence (via detailed CVs) that they have access to at least 10 or more teachers with at least 3 years' experience in teaching their native language as a foreign language to groups of linguistically diverse professionals. d) Minimum levels of standards possibly required: 1. Candidates must have at least 3 years' experience of providing training services in a range of languages to groups of linguistically diverse professionals. 2. Candidates must be in a position to simultaneously provide 10 or more teachers who have more than 3 years' proven professional experience in teaching languages as foreign languages to groups of linguistically diverse professionals. 3. Teachers must be native speakers of the language they are to teach. 16.4. Tenders from consortiums of firms or groups of service providers, contractors or suppliers Tenders from consortiums of firms or groups of service providers, contractors or suppliers must specify the role, qualifications and experience of each member or group. Proof of eligibility, Certification with respect to the Exclusion Criteria and documents on exclusion and selection criteria must be supplied by each member of the consortiums of firms or groups of service providers (or contractors or suppliers, depending on the type of contract) submitting a single tender. Page 13 of 14 TECHNICAL PART 17. Award criteria The contract will be awarded to the tenderer who submits the most economically advantageous bid, as assessed on the basis of the following factors: (a) Technical evaluation criteria in their order of importance as weighted by percentage: N° Qualitative Award criteria pedagogical quality of a group lesson (2.0hours) as proposed by the tenderer in response to the described needs (see paragraph 3) adequacy of the means by which the support of frequently absent participants will be ensured for the courses to be provided to the Contracting Authority adequacy of measures taken to ensure that teaching sessions will not be interrupted due to unexpected unavailability of teachers (e.g. through illness). pedagogical quality of a proposal for blended learning as proposed by the tenderer in response to the described needs (see paragraph 3) 1. 2. 3. 4. Total points Weighting (max. points) 30 30 10 10 100 (b) Price. FINANCIAL PART 18. Financial part Price must be presented in the standard format of Annex V. Annexes: I: II: III: IV: V: VI: VII: VIII - XI: Tender submission form Financial identification form Legal Entity Form Certification with respect to the exclusion criteria Price Framework Service Contract Viability Check Course programmes and list of textbooks Page 14 of 14