CRM & Broadcast

This tender presents an opportunity for potential tenderers to bid for the contract regarding Metroselskabets new CRM and Broadcast-solution (the solution). Metroselskabet needs an integrated platform to support the commercial and operational management of its DOOH and OOH advertising business across the Copenhagen Metro. Metroselskabet is in the process of bringing the commercial management of advertising activities across the Copenhagen Metro in-house.

These activities have previously been managed externally, and the transition therefore involves establishing the necessary internal organization, processes, systems and capabilities to enable Metroselskabet to take direct responsibility for its advertising business. The procurement of the solution is a key part of this transition. The Solution is expected to provide the technological foundation for Metroselskabet’s future advertising operations and support the new organization in managing the advertising value chain efficiently and consistently from sales through campaign execution and follow-up.

The Customer seeks a standard, cloud-based platform that enables Metroselskabet to manage its advertising business from end to end. The Solution is expected to provide the commercial team with the tools needed to manage customers and sales opportunities, prepare quotations, check available advertising inventory, agree on pricing and book campaigns. Once a campaign is sold, the same Solution is expected to support campaign planning, creative handling and approval, scheduling and broadcasting, followed by monitoring of campaign delivery, Proof-of-Play, invoicing-basis and reporting.

The Solution is expected to provide a connected workflow between these activities, ensuring that information established during the sales process can be used directly in subsequent planning, execution and reporting without unnecessary re-entry or manual transfer of data.

Yderligere oplysninger: Ad section 5.1.5 :The indicated contract value is estimated. REQUEST FOR SUPPLEMENTARY INFORMATION AND DOCUMENTATION: Metroselskabet reserves the right to request applicants to supplement, clarify or complete the application for prequalification, including the information and documentation submitted in relation to the grounds for exclusion, the minimum requirements and the selection criterion, within an appropriate time limit, in accordance with article 76(4) of the Utilities Directive (Directive 2014/25/ EU). NOTIFICATION OF PREQUALIFICATION: All applicants will, in accordance with section 2(2)(1) of the Danish Complaints Board for Public Procurement Act (Act No.

492 of 12 May 2010 with subsequent amendments) (lov om Klagenævnet for Udbud), simultaneously and in writing be notified of the decision taken regarding selection of applicants. QUESTIONS AND ANSWERS Any questions regarding the prequalification phase must be uploaded to Metroselskabet’s procurement portal (Byggeprojekt). Questions will be answered on an ongoing basis and as soon as possible. Questions must be submitted no later than th deadline stated in the Tender Conditions. Unless the nature of the question precludes Metroselskabet from answering the question no later than 6 calendar days before the expiry of the prequalification deadline.

Questions submitted after the above deadline, but earlier than 6 calendar days before the expiry of the prequalification deadline, will also be answered, unless the nature of the question precludes Metroselskabet from providing an answer no later than 6 calendar days before the expiry of the prequalification deadline. Questions submitted later than 6 calendar days before the expiry of the prequalification deadline cannot be expected to be answered. The answers will be published in anonymized form in Byggeprojekt. REQUIREMENTS FOR APPLICATION FOR PREQUALIFICATION Applications for prequalification must be submitted by uploading a completed ESPD.

The ESPD has been generated and published in Metroselskabet’s procurement portal in Byggeprojekt together with the other parts of the tender material. Reference is made to the Danish Competition and Consumer Authority’s “Guide til ESPD – Det fælles europæiske udbudsdokument”, which contains guidance on completing the ESPD: https://www.kfst.dk/vejledninger/ kfst/dansk/2020/20203108espddetfaelleseuropaeiskeudbudsdokument/ If the applicant is a consortium or similar, and/or if the applicant relies on supporting entities, a consortium declaration and/or a declaration of support, as applicable, must also be uploaded for the relevant undertakings.

APPLICATIONS FROM CONSORTIA OR SIMILAR If the applicant is a consortium or similar grouping of undertakings (a “consortium”), the applicant must indicate this in Part II, Section A of the ESPD. Each participant in the consortium must complete and upload an ESPD as described above. The participants in the consortium must furthermore complete and sign a consortium declaration, corresponding to the template in the Tender Conditions, whereby the consortium participants assume joint and several and unlimited liability for the performance of the contract if the contract is awarded to the consortium.

The applicant is not required to use the template, but since the declaration to be submitted must have the same content as the template, the applicant is encouraged to do so. APPLICATIONS BASED ON SUPPORTING ENTITIES If the applicant relies on the economic and financial capacity and/or the technical and professional capacity of supporting entities, such as a parent company, a subcontractor or similar, the applicant must indicate this in Part II, Section C of the ESPD. Each of these supporting entities must complete and upload an ESPD as described above.

As part of the application for prequalification, the applicant must furthermore upload a signed declaration of support in accordance with article 79, subs. 1 of the Utilities Directive (Directive 2014/25/EU), corresponding to the templates in the Instructions to Tenderers, from each of the supporting entities on which the applicant relies. The applicant is not required to use the template but since the declaration(s) to be submitted must have the same content as the template, the applicant is encouraged to do so.

REJECTION OF APPLICANTS ESTABLISHED IN TAX HAVENS Metroselskabet will exclude applicants established in a country that is included in the EU list of non-cooperative jurisdictions for tax purposes and has not acceded to the WTO's Government Procurement Agreement or other trade agreements that oblige Denmark to open the market for public procurement to applicants established in that country.

Omfatter (CPV-koder): Programmelrelaterede tjenester, Programpakker og informationssystemer, Værktøjsprogrampakke.

Tildeling: Pris 40 %, Kvalitet 60 %.

The sub-criterion Price consists of the following sub-sub criteria: • Bid Price 1: CRM & Broadcast Systems Fee (Weighting 50% of 40%, corresponding to an overall weighting of 20%) • Bid Price 2: Implementation & Configuration (Weighting 20% of 40%, corresponding to an overall weighting of 8%) • Bid Price 3: SLA & Support (Weighting 20% of 40%, corresponding to an overall weighting of 8%) • Bid Price 4: Consultancy Rates (Weighting 10% of 40%, corresponding to an overall weighting of 4%)

The sub-criteria Quality consists of the following sub-sub-criteria: • Criteria 1: Solution, Functional Fit & Usability (Weighting 40% of 60%, corresponding to an overall weighting of 24%) • Criteria 2: Architecture & Integration (Weighting 20% of 60%, corresponding to an overall weighting of 12%) • Criteria 3: Implementation & Configuration (Weighting 20% of 60%, corresponding to an overall weighting of 12%) • Criteria 4: Organization (Weighting 5% of 60%, corresponding to an overall weighting of 3%) • Criteria 5: Requirement Matrix (Weighting 15% of 60%, corresponding to an overall weighting of 9%)

Varighed: 15 år.

Optioner: Possibility of extension of the contract by three additional 12-month periods.

Krav til tilbudsgiver:

If the tenderer is a consortium, or if compliance with the minimum requirements set out below is based on the financial capacity of a third party, compliance will be assessed on a consolidated basis. Minimum requirements for economic and financial standing: • Turnover: o The applicant must, in each of the last three available financial years, have achieved an annual total turnover of at least DKK 2 million.

If the tenderer is a consortium, or if compliance with the minimum requirements set out below is based on the financial capacity of a third party, compliance will be assessed on a consolidated basis. Minimum requirements for economic and financial standing: • Equity: o The tenderer´s equity must, in the most recently completed financial year, have had a positive equity.

If the tenderer is a consortium, or if compliance with the minimum requirements set out below is based on the financial capacity of a third party, compliance will be assessed on a consolidated basis. Minimum requirements for economic and financial standing: • Ratio of solvency: o The tenderer must have a solvency ratio of at least 10 % in the last available financial year

If the applicant relies on one or more other economic entities to meet the minimum requirements for annual turnover, positive equity and ratio of solvency, such entities must also be disclosed. Information regarding the applicant’s equity shall be submitted in the ESPD. The supporting entity must submit an ESPD containing information on equity. Furthermore, the application must include a commitment letter from any supporting economic entities. If a request for prequalification is submitted by a consortium or joint venture, an ESPD containing the above financial and economic information must be submitted for each participant in the consortium or joint venture.

For the Contracting Authority to assess minimum requirements and selection og applicants the applicant must complete the ESPD and submit minimum one (1) and up to five (5) references. The references must relate to contracts performed within the past three years. Up to two (2) of the references may concern ongoing contracts. An ongoing contract means a contract that has been entered into but has not yet been completed. The three-year period is calculated from the completion of the referenced contract or assignment to the date of publication of this Tender.

Comparable solutions mean solutions within the relevant field comprising the delivery, implementation and/or operation of CRM and Broadcast solutions supporting OOH/DOOH media activities. For each reference, the following information must be provided: • Description of the solution and scope of the assignment; • Description of the Applicant’s role and responsibilities; • Delivery and/or contract period. If an Applicant submits more than five (5) references, only the most recent references, calculated based on the commencement date of each reference, will be included in the assessment. Each reference may comprise a maximum of one (1) A4 page.

If a reference exceeds one (1) A4 page, only the first page will be included in the assessment. Minimum requirements: 1. Relevant experience within the OOH and DOOH industry The Applicant shall demonstrate: • Minimum 3 years of experience with CRM and Broadcast systems within the OOH and/or DOOH advertising industry or similar industries. • Experience with the following deliveries supporting OOH/DOOH business processes: o Media sales and customer management; o Inventory and availability management; o Campaign planning and management; o Broadcasting and content distribution; o Playback monitoring and Proof-of-Play. 2.

Relevant experience with integrated CRM and Broadcast solutions The Applicant shall demonstrate: • Experience with CRM and/or Broadcast solutions supporting end-to-end business processes and streamlined user workflows. • Experience with making functionality and information from CRM and Broadcast accessible through one coherent user interface/experience.

If more than three suitable Applicants are identified, Metroselskabet will select the three Applicants that have submitted and documented the most relevant references concerning the delivery and implementation of CRM and Broadcast solutions of a similar scope and complexity within the past three years.

In the selection process, Metroselskabet will place particular emphasis on the extent to which the Applicants, through their references, can demonstrate experience with the following: • Experience with OOH/DOOH business processes, such as media sales, customer management, inventory, campaign management, broadcasting and Proof-of-Play. • Experience with integrating relevant commercial and operational systems, including exchange of data and functionality across different systems or platforms. • Experience with solutions providing users with coherent access to functionality and information originating from multiple systems.

Metroselskabet will make an overall assessment of the relevance of the references. Where references are considered equally relevant, more recent references shall be given greater weight.