Archiver 2nd_OMC event_Barcelona_Project Overview

ARCHIVER Project Overview
Open Market Consultation
7th of May 2019 – Barcelona
João Fernandes / Joshua Luke Davidson
Project Coordinator / Procurement Officer
CERN

Pre-Commercial Procurement
07.05.2019 ARCHIVER Project Overview 2
Focus: Archiving and Data Preservation Services using commercial cloud services
Procurement Budget: 3.4M euro
Starting Date: 1st of January 2019
Duration: 36 Months
Coordinating Partner: CERN

Consortium
Includes Buyers and Experts in the preparation, execution and promotion of the Procurement of R&D
Procurers - Public organisations committing funds to contribute to a joint-procurement
Experts – Partner organisations bringing expertise in requirement assessment and promotion activities, not part of the Buyers Group

Challenge
Data volumes and complexity growing; Communities Growing; Needs of advanced functionality increase
Objective: perform R&D to demonstrate long-term preservation and archiving services for scientific data in the PB range under
F.A.I.R. principles, using commons solutions, while research groups keep total stewardship of their data sets
OAIS, FAIR and European Regulation (GDPR)
European Open Science Cloud (EOSC) integration
Reduce fragmentation expanding existing solutions to several scientific domains
Access through GÉANT network; Federated AAI support
Scalability: PB data volume of multi domain scientific data; High sustained ingest rates (1-10 Gbps)
Cost-effective and transparent business models: range of purchasing and deployment options, stimulating uptake by the wider
research community
Basic Scientific Data
Archiving & Bit
Preservation

OAIS Reference Model
Relevant Standards
Preservation: ISO 14721/16393, 26324 and related
Infrastructure Services: ISO 27000, ISO 27040, 19086

Cost-effective
Business Model
Taking into account:
- Scale
- Ingest rates
- Archive lifetime
- # of copies
- Exit strategies
- Portability
- SLAs
Regulation &
Legislation
- Auditing
- Self-assessment
- Data Retention
- GDPR
R&D Challenge
Data integrity/security; cloud/hybrid deployment; data
volume in the PB range; high, sustained ingest data rates;
ISO certification: 27000, 27040, 19086 and related
Archives connected to the GEANT network.
OAIS conformant services: data readability formats, normalization,
obsolesce monitoring, files fixity, authenticity checks, etc.;
ISO 14721/16393, 26324 and related standards
User services: search, discover, share, indexing, data removal, etc.;
Access under Federated IAM
Layer 1
Storage/Basic Archiving/Secure
backup
Layer 2
Preservation
Layer 3
Baseline user services
Layer 4
Advanced services
High level services: visual representation of data (domain specific),
reproducibility of scientific analyses, etc.;
Minimum
R&D
Objectives
Added
value
R&D
Fundamental aspect
of the challenge

ARCHIVER & European Open Science Cloud (EOSC)
ARCHIVER Services can be procured
2019 2020 2021 2022 2023
EOSC vision:
To give the European Union a global lead in research data management and ensure that European
scientists reap the full benefits of data-driven science
ARCHIVER Objective: to make resulting services available in the EOSC catalogue
EOSC Rules of Engagement evolving: will be presented during the the project

Market Potential
ESFRI Landmarks
RIs already implemented or in an advanced Implementation Phase.
ESFRI Projects
RIs in a preparation phase selected for scientific case excellence and maturity.
http://roadmap2018.esfri.eu/media/1049/roadmap18-part3.pdf

ARCHIVER timeline
Suppliers to sign a framework agreement in order to participate in the call-offs
Goal: Services to be commercialized after the end of the PCPWe are here

Open Market Consultation
A process to bridge the gap between demand and supply sides and
scope the future PCP
Check our understanding of the state of the art
Map the risk and innovation potential
Inform, connect and generate interest from potential providers

PCP Tendering Phase: Key Points
Competitive tendering of R&D services in Phases
Tender documents will be published openly. Tenders (responses) shall be
based on the published documents.
Risk and benefit sharing contracts
Tenderers encouraged to commercialise the Results
No negotiation

Tendering Process
Contract Notice
publication
Bidders
information
event
Deadline for
submission of
tenders to CERN
Tendering
Period: 2 months
Deadline for
submission of
questions
Early October 2019
Tenderers
notified of
results
Contract
signature;
contract
award notice
Early December
2019
Tender
Evaluation: 3
weeks
Standstill
Period: 10
days
January
2020

Eligible Tenderers
Single Contractors
Consortia, consisting of:
A Lead Contractor
Other Consortium Members signing a Power of Attorney in favour of the Lead
Contractor
In both cases, subcontracting is permitted
In all cases: the majority of the R&D activities, including the principle
researchers working on the PCP contract, shall be located in EU Member
States or Horizon 2020 Associated Countries.

Tender Evaluation
• General compliance and
completeness of bid
• Authorised signatures on all
documents
• Check Exclusion and
Selection criteria are met
Administrative
Evaluation
• Evaluation of the technical
offers against Award Criteria
• Check Compliance Criteria
are met
Technical
Evaluation • Evaluation of the financial
offer
• Check pricing and total
budget envelope
• Check share and location of
R&D services
Financial
Evaluation

Contract Implementation
PHASE 1:
4+ providers
PHASE 2:
3+ providers
PHASE 3:
2+ providers
Evaluation of call
off for phase 2
Evaluation of call
off for phase 3
Reporting on all
subcontracts
Assessment of
deliverables
from phase 1
Assessment of
deliverables
from phase 2
Assessment of
deliverables
from phase 3

PCP Available Budget
Unallocated funds may be transferred to subsequent phases
Expected
maximum
total budget
(EUR)
Expected
minimum no
of selected
contractors
Expected
maximum
budget per
selected
contractor
(EUR)
Expected
maximum
duration for
the phase
(months)
Phase 1 425 000 4 85 000 4
Phase 2 1 275 000 3 425 000 8
Phase 3 1 700 000 2 850 000 9
Total 3 400 000

Intellectual Property Ownership
Framework
Agreement
Background IP
Contractor
(you)
Time
Signature of the
Framework
Agreement
Buyers
Group
Background IP Sideground IP
Results
Sideground IP
End of the
Framework
Agreement

Intellectual Property Ownership (Traditional R&D Contract)
Framework
Agreement
Background IP
Contractor
(you)
Time
Signature of the
Framework
Agreement
Buyers
Group
Results
Sideground IP
End of the
Framework
Agreement
IP owned by the Buyers Group
IP owned by the contractor

Intellectual Property Ownership (PCP Contract)
Framework
Agreement
Background IP
Contractor
(you)
Time
Signature of the
Framework
Agreement
Buyers
Group
Results
Sideground IP
End of the
Framework
Agreement
IP owned by the Buyers Group
IP owned by the contractor

Summary of ARCHIVER activities so far

Open Market Consultation Kick-Off event – 8th of April
70 participants from 26 companies physically
present
Digital Preservation Experts, Cloud Providers, Software
integrators
42 participants connected remotely (via webcast)
Planning poker to assess Value vs. Risk in a direct
dialogue with companies
All material available at:
https://www.archiver-project.eu/open-market-consultation-kick-event

ARCHIVER in the EOSC-hub week
EOSC demand side event
Overview of current EOSC activites
Session on role of Procurement in the EOSC context
State-of-the art and landscaping discussions
Early Adopters
A number of organisations have expressed interest
Early Adopters Kit to be made available during May 2019

Draft Tender Documents Published
Draft versions of some of the tender documents are now available during the OMC
process, including:
Functional Specification;
Annex 2 (Selection Criteria); Annex 4 (Award Criteria);
Initial list of Milestones and Deliverables;
Q&A from the OMC also publicly available
You are able to make comments on the technical documents and ask more questions
https://www.archiver-project.eu/draft-tender-documents

Next Open Market Consultation Events
Registration open: https://www.archiver-project.eu/all-events

Rest of the Agenda for Today
Questions and Answers (10’)
Introduction to the Planning Poker Technique (10’)
Dominique Buyse (Addestino)
Planning Poker Session with Suppliers – Moderated by Addestino
10.30 - 11.00 – Networking Break
Planning Poker Session with Suppliers
Wrapping up and Next Steps (15’)
Marion Devouassoux (CERN)
Event ends at 14:00

Summarizing, what’s in it for you?
Demonstrate archiving & preservation services for petabyte data volumes, high
ingest sustained data rates (1-10 Gbps per day) for multi-disciplinary scientific data
Diversify your offer and commercialize resulting services by the end of the project
Support the open data movement
Offer services via the European Open Science Cloud (EOSC) Catalogue
Access the public funded European Research Infrastructures (RIs) as a new market
segment

The ARCHIVER Project wishes to thank ACCIÓ and EEN for the
organization and support of this event
09/05/2019 ARCHIVER Project Overview 27

Archiver 2nd_OMC event_Barcelona_Project Overview

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