Data Management System Tender

Jisc Services Limited
Lumen House, Library Avenue
For the attention of: Procurement Co-ordinator
OX11 0SG Didcot
UNITED KINGDOM
Telephone: +44 1235822341
E-mail: procurement@jisc.ac.uk
Fax: +44 1235822286

Internet address(es):

General address of the contracting authority: www.jisc.ac.uk

Electronic access to information: https://tenders.jisc.ac.uk

Electronic submission of tenders and requests to participate: https://tenders.jisc.ac.uk

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

Other: national education and research network provider

Education

The contracting authority is purchasing on behalf of other contracting authorities: no

Research Data Management Shared Services.

Services
Service category No 8: Research and development services

NUTS code UKJ14

The notice involves the establishment of a framework agreement

Framework agreement with several operators
maximum number of participants to the framework agreement envisaged: 35

Duration of the framework agreement

Duration in years: 4

Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 8 000 000 GBP

A Framework agreement for Research Data Management Shared Services.

73000000, 72000000

The contract is covered by the Government Procurement Agreement (GPA): yes

This contract is divided into lots: yes
Tenders may be submitted for one or more lots

Variants will be accepted: no

The Research at Risk challenge (https://www.jisc.ac.uk/rd/projects/research-at-risk) is part of the Jisc co-design approach to innovation (seehttp://www.jisc.ac.uk/research/funding). Co-design is our collaborative innovation model. Steered by customer priorities, it is designed to exploit new opportunities and address pressing issues in higher and further education through technology.

Jisc Services Limited wishes to engage research data management system suppliers and developers to develop a shared service to enable HEI’s to meet core UK funder policy compliance around research outputs, focused on research data, with the aim of providing a solution that integrates components to: ingest, store, publish, disseminate, preserve and report on finalised research objects. The main focus of this solution is to address the challenges posed by managing research data, however we also expect that the system to be able to handle institutions’ text outputs and enable compliance with open access policies and reporting. This service developed in this first stage of procurement will assess the benefits and business case for a future sustainable service for UK HEIs.
Jisc Services Limited envisages that the service will utilise and benefit from using open standards, in order to allow and encourage interoperability above that available in existing products. This part of the tender can include enhancements to existing products as well as the development of new tools where existing products do not exist.
Jisc Services Limited wishes to develop this service in partnership with a small number of pilot HEI’s and suppliers would be expected to work in collaboration with these institutions and respond to their requirements and those of their researchers.
The final product would include a repository with a user interface to be used by researchers to deposit, publish and discover data. It is expected that researchers from pilot HEI’s would be involved in scoping and designing their requirements for the user interface as well as being engaged in testing the system.
Lot Information:
— Lot 1 — Research Data Repositories,
— Lot 2 — Repository Interfaces,
— Lot 3 — Research Data Exchange Interface,
— Lot 4 — Research Information and Administration Systems Integrations,
— Lot 5 — Research Data Preservation Platforms,
— Lot 6 — Research Data Preservation Tools Development,
— Lot 7 — Research Data Reporting,
— Lot 8 — User Experience Enhancements.

Options: yes
Description of these options: The framework agreement will be for an initial period of 2 years with the possibility of an extension for a further 2 years subject to review with an overall period of up to 4 years.

This contract is subject to renewal: no

Duration in months: 48 (from the award of the contract)

A product that can ingest institutions’ research datasets, record, publish and make them discoverable for re-use. The research data repository will provide user interfaces that will include functions for access and authentication, a data ingest form based on the repository metadata schema(s), data publication pages, a discovery (search) function, user workspace areas and an administration area. The repository will store discovery, administrative and preservation metadata. The repository will provide metadata to and harvest metadata from other systems using open standards. The repository will be searchable and make metadata available for published objects. Usability and the user experience is very important to the success of the service, therefore repository solutions will either have to address this within their solution or will work with providers in lot 8 to address these issues. Repository storage for data objects will be provided by JSL’s current agreements for cloud, local and archival storage or by the institutions.

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The development of a range of open source solutions based on open standards that could be described as an extensible API framework of ‘repository plugins’ to enhance the functionality of existing products. These plugins will fulfil a range of functions such as: linking to other publications repositories, exposure of repository metadata and harvesting related metadata from national and international data registries and identifier systems; integrations with ‘active data’ storage platforms to enhance the data ingest process; integration with and incorporation of metadata from data management plans. This lot will also provide plugins to exchange metadata with research information and administration systems that currently use open standards or through interfaces developed in Lot 4.

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Provide solutions using open standards that allow for ingest and export of research data into the repositories outside of the repository web interface. This would allow for automated ingest and export, ingest of large files, batches of files and data migration into and out of the service.

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This lot is targeted at Research Information and Administration Systems suppliers who would like to modify their systems to provide open interfaces to increase interoperability. This lot will provide open API’s and solutions to enable data and metadata transfer between the Research Data Repository to institutional and external systems such as CRIS systems, institutional HR and Finance and administration systems. Currently many of these systems do not utilise an open standards approach and this lot aims to engage system suppliers to accelerate interoperability with this and other research systems.

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To provide a platform that enables preservation planning for archived objects to be accessible and usable over time and utilises a suite of tools to undertake actions to enact these plans. These preservation actions should ensure that data remains authentic, reliable and usable while maintaining its integrity. Actions include data cleaning, validation, assigning preservation metadata, assigning representation information and ensuring acceptable data structures or file formats.

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To enhance and develop open source tools and methods that are utilised by preservation platforms for currently unsupported for research data objects held and created by researchers. These tools may fulfil functions such as data cleaning, validation, assigning preservation metadata, assigning representation information and ensuring acceptable data structures or file formats. Some of these tools may be based on existing research data preservation and curation practices carried out by researchers within the pilot institutions.

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To provide a solution using open standards to generate reports on an institution’s research data, and across the institutions that use the services. Preferably using a dashboard approach. This will enable research and research data service managers and JSL to view the size, volume, usage, policy compliance and cost. The aim of the reporting tools will be to inform service actions; service performance and management information to meet a range of use cases around research data management.

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To provide enhancements to end user experience for open source products. This could include improving researcher and administrator interactions with open source repository and preservation platforms and could include improving the efficiency and streamlining of processes (e.g. researcher data ingest, administrator approval etc.) and the development of intuitive and attractive user interfaces.

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The performance of the contract is subject to particular conditions: no

Information and formalities necessary for evaluating if the requirements are met: Grounds for mandatory rejection as set out in Regulation 57(1) of the Public Contracts Regulations 2015:
(a) conspiracy within the meaning of section 1 or 1A of the Criminal Law Act 1977 or article 9 or 9A of the Criminal Attempts and Conspiracy (Northern Ireland) Order 1983 where that conspiracy relates to participation in a criminal organisation as defined in Article 2 of Council Framework Decision 2008/841/JHA on the fight against organised crime (c);
(b) corruption within the meaning of section 1(2) of the Public Bodies Corrupt Practices Act 1889(d) or section 1 of the Prevention of Corruption Act 1906(e) where the offence relates to active corruption;
(c) the offence of bribery, where the offence relates to active corruption;
(d) fraud, where the offence relates to fraud affecting the European Communities’ financial interests as defined by Article 1 of the Convention on the protection of the financial interests of the European
Communities, within the meaning of:
(i) the offence of cheating the Revenue;
(ii) the offence of conspiracy to defraud;
(iii) fraud or theft within the meaning of the Theft Act 1968, the Theft Act (Northern Ireland) 1969, the Theft Act 1978 or the Theft (Northern Ireland) Order 1978;
(iv) fraudulent trading within the meaning of section 458 of the Companies Act 1985, article 451 of the Companies (Northern Ireland) Order 1986 or section 993 of the Companies Act 2006;
(v) fraudulent evasion within the meaning of section 170 of the Customs and Excise Management Act 1979 or section 72 of the Value Added Tax Act 1994;
(vi) an offence in connection with taxation in the European Union within the meaning of section 71 of the Criminal Justice Act 1993;
(vii) destroying, defacing or concealing of documents or procuring the execution of a valuable security within the meaning of section 20 of the Theft Act 1968 or section 19 of the Theft Act (Northern Ireland) 1969;
(viii) fraud within the meaning of section 2, 3 or 4 of the Fraud Act 2006; or
(ix) making, adapting, supplying or offering to supply articles for use in frauds within the meaning of section 7 of the Fraud Act 2006;
(e) money laundering within the meaning of section 340(11) of the Proceeds of Crime Act 2002;
(f) any offence listed:
(i) in section 41 of the Counter Terrorism Act 2008(a); or
(ii) in Schedule 2 to that Act where the court has determined that there is a terrorist connection;
(g) any offence under sections 44 to 46 of the Serious Crime Act 2007(b) which relates to an offence covered by subparagraph (f);
(h) money laundering within the meaning of sections 340(110 and 415 of the Proceeds of Crime Act 2002(c);
(i) an offence in connection with the proceeds of criminal conduct within the meaning of section 93A, 93B or 93C of the Criminal Justice Act 1988(d) or article 45, 46 or 47 of the Proceeds of Crime (Northern Ireland) Order 1996(e);
(j) an offence under section 4 of the Asylum and Immigration (Treatment of Claimants, etc.) Act 2004(f);
(k) an offence under section 59A of the Sexual Offences Act 2003(g);
(l) an offence under section 71 of the Coroners and Justice Act 2009(h);
(m) an offence in connection with the proceeds of drug trafficking within the meaning of section 49, 50 or 51 of the Drug Trafficking Act 1994(i); or
(n) any other offence within the meaning of Article 57(1) of the Public Contracts Directive:
(i) as defined by the law of any jurisdiction outside England and Wales and Northern Ireland; or
(ii) created, after the day on which these Regulations were made, in the law of England and Wales or Northern Ireland
Grounds for discretionary rejection as set out in regulation 57(8) of the Public Contracts Regulations:
(a) is bankrupt or is being wound up, whose affairs are being administered by the court, who has entered into an arrangement with creditors, who has suspended business activities or who is in any analogous situation arising from a similar procedure under national laws and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an order for compulsory winding-up or administration by the court or for an arrangement with creditors or of any other similar proceedings under national laws or regulations;
(c) has been convicted by a judgement which has the force of res judicata in accordance with the legal provisions of the country of any offence concerning his professional conduct;
(d) has been guilty of grave professional misconduct proven by any means which the contracting authorities can demonstrate;
(e) where a conflict of interest within the meaning of regulation 24 cannot be effectively remedied by other, less intrusive, measures;
(f) where a distortion of competition from the prior involvement of the economic operator in the preparation of the procurement procedure, as referred to in regulation 41, cannot be remedied by other, less intrusive, measures;
(g) where the economic operator has shown significant or persistent deficiencies in the performance of a substantive requirement under a prior public contract, a prior contract with a contracting entity, or a prior concession contract, which led to early termination of that prior contract, damages or other comparable sanctions;
(h) where the economic operator has
(i) undertaken to:
(aa) unduly influence the decision-making process of the contracting authority, or
(bb) obtain confidential information that may confer upon it undue advantages in the procurement procedure; or
(ii) negligently provided misleading information that may have a material influence on decisions concerning exclusion, selection or award:

Information and formalities necessary for evaluating if the requirements are met: The supplier shall provide evidence of financial and economic standing, as specified in Article 58 of the Public Contracts Regulations 2015.

Execution of the service is reserved to a particular profession: no

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Restricted

Envisaged minimum number 8: and maximum number 65
Objective criteria for choosing the limited number of candidates: Please see PQQ for further information.

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

An electronic auction will be used: no

no

Time limit for receipt of requests for documents or for accessing documents: 15.1.2016 – 17:00
Payable documents: no

19.1.2016 – 12:00

English.

Persons authorised to be present at the opening of tenders: no

This is a recurrent procurement: no

The contract is related to a project and/or programme financed by European Union funds: no

4.12.2015