Firms Interested in Tendering Shall Return a Completed Questionnaire in Duplicate

EDMS N°: XXXX1

MS-XXXX/DEPT/PROJECT

MS-4025/IT
Market Survey
Technical Questionnaire
Servers and Storage for Physics Data Processing, Acquisition and Control Systems

Firms interested in tendering shall return a completed questionnaire in duplicate.

Firm compiling the questionnaire

Name: ......

Please state your main activities which could be of interest to CERN with the name of the person to be contacted.

Main activities / Person to be contacted
......
......
......
...... / ......
......
......
......

MS-4025/IT

Table of contents

1.general information about the firm

2.TYPE OF FIRMS

3.ADMINISTRATIVE SITUATION

4.COMPETENCE AND EXPERIENCE

5.sIZE

6.PRODUCTION AND TESTING capacity of the firm

7.QUALITY ASSURANCE

8.Certifications

9.Warranty

10.COMMUNICATION

11.SAFETY

12.Recuperation of Packaging Waste

13.COMPLIANCE WITH THE QUALIFICATION CRITERIA

14.GENERAL COMMENTS

MS-4025/IT

1.general information about the firm

1.1Contact Persons for Technical Matters:

Name / Tel-Fax / Email
Mr. Mrs.
......
...... / Tel:
......
Fax:
...... / ......
In case of absence:
Mr. Mrs.
......
...... / Tel:
......
Fax:
...... / ......

1.2Contact Persons for Commercial Matters:

Name / Tel-Fax / Email
Mr. Mrs.
......
...... / Tel:
......
Fax:
...... / ......
In case of absence:
Mr. Mrs.
......
...... / Tel:
......
Fax:
...... / ......

2.TYPE OF FIRMS

2.1Country of Origin of Supplies Proposed by the Firm

The term “country of origin” shall mean the country where the supplies, including their components and sub-assemblies, are manufactured or undergo the last major transformation by the contractor or his suppliers/subcontractor(s). This should be within the CERN Member States, and under certain conditions as stipulated in the Qualification Criteria, from Associate Member States or Candidates for Accession.

The firm compiling this questionnaire shall indicate the distribution of the country(ies) of origin in percentage terms in the table below.

Name / address of the firm compiling the questionnaire / Country of origin
......
......
......
......
...... / ......
......
......
......
......

2.2Subcontracting

Would the firm subcontract or acting as a distributor, reseller for any part of the contract?

Yes / No

If yes, please specify which part of the contract would be subcontracted, and indicate the name and address of the potential subcontractors if known at this time. Please provide the information requested below, including the distribution of the country (ies) of origin in percentage terms for each proposed subcontractor in the table below.

Name and address / Supplies / Country of origin
......
......
...... / ......
......
...... / ......
......
......
...... / ......
......
...... / ......

3.ADMINISTRATIVE SITUATION

Is the firm involved in bankruptcy proceedings, prosecution for debt, sequestration or any analogous situation arising from a similar procedure provided for in law?

Yes / No

Has the firm made arrangements of any kind with creditors for their benefit?

Yes / No

Has the firm been subject of a judgement for fraud, corruption or any other illegal activity?

Yes / No

4.COMPETENCE AND EXPERIENCE

4.1Experience

Please indicate the fields(s) of supply as specified in section 3 of the Technical Description where the firm has experience and is able to deliver:

Field / Yes / No
Servers
Storage expansion units
Network Attached Storage clusters

Do you have the proven experience in the field(s) of supply as specified in section 3 of the Technical Description, including maintenance and support of such solutions?

Yes / No

If not, please explain the exceptions:

......

If yes,please demonstrate specifically which aspects of your experience would be most relevant to the future contract:

......

4.2Support engineers

Does the firm have experienced engineers capable of solving operational difficulties that may be experienced by CERN on the supply, such as hardware problems or incompatibilities, driver and firmware issues?

Yes / No

4.3RedHat Enterprise Linux certification

For invitations to tender so requiringis the firm able to propose systems certified as a whole (i.e. not only individual system components) by RedHat Inc. for use under the RedHat Enterprise Linux distribution?

Yes / No

4.4Microsoft Windows certification

For invitations to tender so requiring is the firm able to propose systems certified as a whole for Windows Server 2012 R2?

Yes / No

4.5References

Please provide at least three references of similar supply. References should be related to recent contracts comparable in scope, complexity and volume to the supply required at CERN, during the last two years. It is not permitted to name CERN as one of the references.

CERN reserves the right to verify the referencesprovided. In addition, the firm may be required to arrange a visit by CERN to any of their references.

Please complete the three “Reference” forms provided in the Annex of this document.

5.sIZE

5.1Number of Employees

Number of employees / 2011 / 2012 / 2013
In all activities / ...... / ...... / ......
Number of experienced support engineers, see section 4.2, available to customers? / ...... / ...... / ......

Fraction of the support engineers listed above that are capable of communicating in English (at least B2 level[1])?

......

Does the firm agree that CERN has the right to ask questions to the support engineers to verify their ability to solve operational problems?

Yes / No

5.2Annual Turnover

Turnover / 2011 / 2012 / 2013
In all activities / ...... / ...... / ......
In the field(s) of the supply / ...... / ...... / ......
Currency in which business figures of the firm are expressed / ......
Exchange rate of currency with Swiss Franc used / CHF......

6.PRODUCTION AND TESTINGcapacity of the firm

6.1Past Production

2011 / 2012 / 2013
Quantity ofservers / ...... / ...... / ......
Quantity of storage expansion(indicate number of array units or petabytes) / ...... / ...... / ......

6.2Server production

Is the firm able to deliver 500 servers with the exact and identical configuration proposed in the tender and agreed by CERN within ten weeks from the date of the order?

Yes / No

6.3Storage expansion unit production

Is the firm able to deliver storageexpansion units for a capacity of at least 20 petabytes with the exact configuration proposed in the tender, and agreed by CERN, within ten weeks from the date of the order?

Yes / No

6.4Test Facilities

Do you have on-site test facilities as described in section 5.2 of theTechnical Description?

Yes / No

If not, please explain the exceptions:

......

Do you grant CERN the right to visit and inspect the firm’s premises, in particular its production and test facilities?

Yes / No

If not, please explain the reasons:

......

Does the firm commit to arrange that CERN is granted the right to visit and inspect the manufacturer’s premises, in particular its production and test facilities? (Reply only if the firm is subcontracting or acting as a reseller, see question2.2).

Yes / No

If not, please explain the reasons:

......

6.5Remote Access

Do you agree to provide remoteprivileged (ssh and KVM over BMC) access to the first fully configured enclosure to CERN for verifying configurations and settings prior to delivery?

Yes / No

If not, please explain the exceptions:

......

Are your on-site facilities equipped for providing remoteprivileged access?

Yes / No

6.6Customized bar-codes

Are you able to print customized bar-code labels containing CERN inventory data as stated in section 5.4 in the Technical Description?

Yes / No

If not, please explain the exceptions, or propose alternative customized bar-code labels including CERN inventory data:

......

6.7Sample systems

Does the firm agree to provide sample units for technical evaluation to CERN free of charge when a specific invitation to tender is issued, as explained in point 6.7 of the Qualification Criteria?

Yes / No

If not, please explain the exceptions:

......

7.QUALITY ASSURANCE

7.1ISO certification or equivalent

Are you ISO 9001:2008 certified in the field of Manufacture and supply of rack servers and storage solutions or related products? (If the firm is subcontracting or acting as a reseller, see question 2.2, the answer must cover either the firm or each of the individual manufacturers).

Yes / No

If not, please indicate details of your internal quality assurance system and how you would set up an equivalent quality assurance procedure. Use a separate page if necessary.

......

7.2Proof

If yes, a proof of the relevant certificate which clearly shows the certification authority and date of certification is provided with the reply to this market survey?

Yes / No

8.Certifications

8.1Intel and AMD

Note that the reply in this section does only have bearing on whether the firm is compliant with the qualification criteria if firm is interested in supplying servers (see section 4.1).

Are you qualified as an Intel Technology Provider with Platinum Partner status, or Intel Tier 1 Supplier, or a Premier Member of Intel Channel Partner Program[2]?

Yes / No

If yes, a copy of the relevant certificate which clearly shows the certification authority and date of certification is provided with the reply to this market survey? (If the firm is subcontracting or acting as a reseller, see question 2.2, the answer must cover each of the individual manufacturers).

Yes / No

Describe business relationship of firm with AMD (use separate sheet if required)

......

A copy of the relevant certificate which clearly shows the certification authority and date of certification is provided with the reply to this market survey? (If the firm is subcontracting or acting as a reseller, see question 2.2, the answer must cover each of the individual manufacturers).

Yes / No

8.2Microsoft Certified Partner

Note that the reply in this section does not have any bearing on whether the firm is compliant with the qualification criteria.

Are you certified by Microsoft Inc. as a Microsoft Certified Partner[3]?

Yes / No

8.3Network Attached Storage cluster certified for Oracle Real Application Cluster

Note that the reply in this section does not have any bearing on whether the firm is compliant with the qualification criteria.

Are you able to propose Network Attached Storage (NAS) clusters listed as certified by Oracle for Real Application Cluster with NFS File Server as the underlying storage access technology[4]?

Yes / No

9.Warranty

9.1Warranty coverage

Will you be able to provide warranty coverage for the delivered equipment for three yearwith an option to extend to a maximum of five years?

Yes / No

If not, please explain:

......

9.2Off-site return to base warranty

Are you able to provide warranty services off-site, i.e. by providing stock of spare units/parts, and by repairing or replacing broken units/parts sent back by CERN?

Yes / No

If not, please explain:

......

9.3On-site maintenance

Is the firm able to provide warranty services on-site at CERN?

Yes / No

If not, please explain:

......

If yes, will a subcontractor be used for on-site warranty interventions?

Yes / No

If yes, specify name of subcontractor if known

......

9.4Obsolescence of original equipment under warranty

How will warranty service requirements be met in case the original equipment is no longer available due to obsolescence? (Use separate sheet if required.)

......

9.5Qualification of staff providing warranty (off-site and on-site)

What is the qualification of support staff providing warranty services for host systems running under the GNU/Linux operating system?

......

What is the qualification of support staff providing warranty services for host systems running under the Microsoft Windows operating system?

......

Does firm grant CERN rights to regularly test or otherwise verify the appropriate technical skills before granting support staff access on-site?

Yes / No

Does the firm agree to participate in regular reviews with CERN of the warranty services provided to CERN?

Yes / No

10.COMMUNICATION

Will you make at least one commercial contact person and one technical contact person available for the entire duration of the contract?

Yes / No

If not, please explain the exceptions:

......

Are the contact persons concerned able to communicate in English or French?

Yes / No

Is the firm able to provide up-to-date market evolution information, such as recognised product defects, product suppression, manufacturer roadmaps, price evolution, new product announcements, technology innovations, and emerging standards?

Yes / No

If yes, please specify contact person:

......

11.SAFETY

11.1Halogen-free materials

Note that the reply in this section does not have any bearing on whether the firm is compliant with the qualification criteria.

Is the firm able to provide material covered by this market survey entirely compliant with CERN security instructions IS 23 and IS 41 (see section 5.10 of the Technical Description)? Note that this demands that all materials be free of halogens.

Yes / No

12.Recuperation of Packaging Waste

Has the firm an established program for recuperating and recycling packaging material?

Yes / No

If yes, please give details such as but not limited to, the process and any limits (weight):

......

Would firm be able to re-use any packaging waste?

Yes / No

If yes, please give details:

......

13.COMPLIANCE WITH THE QUALIFICATION CRITERIA

Do you comply with all the qualification criteria as stipulated in this market survey?

Yes / No

If no, please explain which criteria are not fulfilled.

......

14.GENERAL COMMENTS

Indicate any other information that may be relevant to this market survey.

......

Date / Signature and stamp of firm
REFERENCE 1
Name of the customer
Full address
Name of the person to be contacted in customer organisation
Telephone
E-mail
Scope of the contract
Duration (start and end dates) and approximate contract value
Number and qualifications of personnel performing the contract (in case of service contract)
Organisational structure (e.g. single contractor, role in the case of a combination of firms, organisational flow chart).
Quality and safety management
Other relevant details

Continue on separate sheet of paper if necessary.

REFERENCE 2
Name of the customer
Full address
Name of the person to be contacted
in customer organisation
Telephone
E-mail
Scope of the contract
Duration (start and end dates) and approximate contract value
Number and qualifications of personnel performing the contract (in case of service contract)
Organisational structure (e.g. single contractor, role in the case of a combination of firms, organisational flow chart)
Quality and safety management
Other relevant details

Continue on separate sheet of paper if necessary.

REFERENCE 3
Name of the customer
Full address
Name of the person to be contacted in customer organisation
Telephone
E-mail
Scope of the contract
Duration (start and end dates) and approximate contract value
Number and qualifications of personnel performing the contract (in case of service contract)
Organisational structure (e.g. single contractor, role in the case of a combination of firms, organisational flow chart)
Quality and safety management
Other relevant details

Continue on separate sheet of paper if necessary.

[1]Levels: A1/A2: Basic user - B1/B2: Independent user - C1/C2: Proficient user

[2]Associate membership of Intel’s Channel Partner Program does not qualify

[3]

[4]