European Organisation for Nuclear Research (CERN) QUACO PCP Lessons Learned so far.

Transcription

1 European Organisation for Nuclear Research (CERN) QUACO PCP Lessons Learned so far. Christophe Veys PCP expert CERN Procurement Service EAFIP-Prague 14 November

2 7 PCP s and 5 PPI s

3 BIG BANG

4 L'Organisation Européenne pour la Recherche Nucléaire (CERN) Accélérateur de science Upgrade of the Large Hadron Collider to HL-LHC Accelerator (LHC) Detectors High Computing

5 Goal: the development of two first-of-a-kind superconductive quadrupole magnets valid for use in the frame of the Hi-Lumi project, the Q4 NbTi Quaco MQYY Nb 3 Sn Quadrupole Resistive Quadrupole

6 CERN is coordinating the project (M. Losasso); Quaco Consortium has committed >1.9 M for innovative superconductive magnets; The pilot magnets will be made available to end-users accelerator community for the needs of Hi-LUMI project; Co-funded via H2020 (March 16-Feb 20) under Grant Agreement ; Total QUACO budget 6.5M Total procurement budget 4.6M

7 1. Method Preparation Phase Market consultation Pre-commercial Procurement Commercial Tender

8 2. Preparation Phase Needs assessment Innovation potential from a user perspective focus on the needs not the outcome detect common high pritority needs Check the needs towards the state-of-the-art (IP scan, scientific journals, web search,...) 8

9 Inform the market and create collaboration Industry Academia Public Authorities Users 9

10 Can the innovation expectation be developed within the boundaries of known harmonized standards and directives?

11 CERN Procurement Rules and legal framework CERN as International organization has a specific legal framework inclusive procurement rules due to a specific environment; Waiver to launch a PCP; Check the legal framework of partnering institutes; Identify legal obstacles; Determine the overall management of the PCP (Lead Partner vs buyers group - Preferred partners): Decisional level Operational level Quality and technical level Legal level

12 3. Market Market consultation Consultation Sessions with representative stakeholders - Active participation Concrete technological questions and challenges Profile of the participants 0 No worries, of-the-shelf standard solutions exist. 2-3 A frequent problem, potentially some hazardous cases, but certainly solvable. 13 Absolutely not a standard problem. A solution requires important choices, thorough elaboration, and specific expert effort. Success can be achieved with significant time and effort. 100 Impossible, requires physical laws breakthroughs.? Don t know, no experience with this subject.

13 Market consultation

14 Tender Documents Challenging exercise: major combined effort Functional Specs: high marketknowledge and technical expertise at CERN; Specification Committee; Tooling for the manufacturing of the Q4 (Collaring Press, Curing press and Winding machine); Winding machine and collaring press (Elytt) Specific CERN Safety requirements; Consistency between tender documents.

15 Precommercial Procurement 4. Pre-commercial Procurement

16 Precommercial Procurement 28 participants 71 questions related to the tender docs Innovation gap vs. commercialisation plan and exploitation of the results; IPR: Virtual vs Actual Price Sub-contracting (excl. winding, curing and assembly); Maximum 20 % deviation of the price submitted in Phase 1 for Phase 2 and 3; 50% R&D services (construction of a magnet, costly materials); Ownership of the tooling.

17 Phase 1: Solution Design Conceptual designs of the tooling and the magnet including: A preliminary magnetic design; A conceptual design of the support structure consisting of finite element analysis and CAD models; Conceptual designs of the coil fabrication tooling and of the magnet assembly and support tooling. A preliminary top level manufacturing and inspection plan. Magnetic field in return side head of the coil (Elytt)

18

19 Phase 1:Evaluation of the offers in 4 Steps

20 Phase 2: Detailed Engineering Design Final coupled magnetic and mechanical design; Final CAD models of the magnet and its components and of all the related tooling; A final manufacturing and inspection plan including assembly and fabrication procedures; Mock-ups and associated tooling. Mechanical Design (Sigmaphi) Bladder and Keys Mock-up (ANTEC)

21 Lessons Learned from QUACO and HNSciCloud General on PCP CERN is an adequate enviroment to launch PCP and PPI: innovation combined with high level of technical expertise; Procurement Directives and legal framework was new for CERN. EU regulation allow less flexible procurement approach; CERN members states versus EU member states; The tendering in Phases is well-appreciated by suppliers; PCP allowed to reduce the risks as several suppliers are competing simultaneously in Phases; In Quaco smaller SMEs were attracted (get tooling and infrastructure) for the developments of MQYY magnets (vs. usual suspects); Trigger innovation from SMEs through an early engagement in the tendering process; The OMC and bidders conference are important in the whole PCP process (create credibility and trust between both the supplier and the Buyers Group, risk valuation through input of SMEs);

22 Lessons Learned from QUACO and HNSciCloud General on PCP The obligation to publish the max. budget for each Phase and for each contractor reduces the competion (small variation in the financial offers). The effect of price criterion is reduced to almost 0, except in Phase 1); No technical negotiations permitted is a burden for R&D-developments; Framework agreement and Work Order, no crucial legal point were raised until the award and the signature; IPR remain a critical aspect of PCP (Contractors have their own internal rules); 50% of R&D-services is a difficult threshold to reach considering the expensive equipment and tooling to develop magnets; Building versus R&D-Service requirement; PCP increase the team up together beween Research Centers; After the PCP: an increased competition from SMEs can be expected (nonusuals suspects).

23 Lessons Learned Phase 1 Bi-weekly meetings with the Buyers Group to discuss the way forward; Non expected innovative solutions were proposed: Bladder and Keys solution, robotic winding Robitic winding (ANTEC) The use of pre-established templates to be submitted by the Tenderers ease their work;

24 Lessons Learned Phase 2 Appointment of a team of technical experts (3) led by a supervisor to followup the developments of each contractor/consortium. A draft version of the tender documents was sent to the Contractors well in advance to get their feed-back; Change of subcontractors; Support required to cope with the 50% R&D pre-requisite; Testing in laboratory conditions are available at Contracting authority premises;

25 Christophe Veys CERN-Procurement Service Tel: +41/