11 Akko Maas – ITER Organization
Nice � France10-12 December 2007
Acropolis Congress Centre
The ITER Procurement Process
Akko Maas
ITER Organization
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Construction Sharing
Overall sharing: EU 5/11,
other six parties 1/11
contingency
10% of total.
EU
CN
IN
RF
KO
JA
US
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Procurement Sharing
PACKAGE ALLOCATION REMARKS
1A EU=100% Toroidal Field Magnet Windings
1B JA=100%
1A for 10 TF (including 1 prototype) and 1B for 9 TF (including 2.5 kIUA for fabrication verification)
2A EU=10%, JA=90% Toroidal Field Magnet Structures
2B JA=100%
Fabrication of whole structures by JA and Pre-compression ring (0.6 kIUA) by EU. Final assembly of 10 TF coil cases by EU (10%)
Magnet Supports 2C CN=100%
Poloidal Field Magnet 1 & 6 3A EU=50%, RF=50% PF1 by RF and PF6 by EU
Poloidal Field Magnet 2 to 5 3B EU=100%
Correction Coils 3C CN=100%
Central Solenoid Magnet 4A+4B US=100%
Feeders 5A CN=100%
Feeders Sensors 5B FUND=100%
Toroidal Field Magnet Conductors 6A
EU=20.18%, JA=24.99%, RF=19.32%, CN=7.51%, KO=20.18%, US=7.82%
Central Solenoid Magnet Conductors 6B JA=100%
1.1
Magnet
Poloidal Field Magnet Conductors
6C EU=13%, RF=18%, CN=69%
See Note-1
Example for Procurement Allocation:
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ITER Concept Procurement System
IO
Procurement Package
Procurement Arrangement
Procurement Arrangement
DA DA
Industry a
Industry b
Consortium
Industry
Research institute
Procurement Arrangement
Study contract Supply contract
DA Research Institute Industry
Industry
In cash: 10%
Industry
In kind: 90%
Pre-Arrangement
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ITER In Cash Procurement Process
“Classical” process including call for candidates, call for tender etc.Competitive tenders on a basis of transparency and non-discrimination among the Members of the ITER Organization.The ITER Organization shall prepare and present to the ITER Council once a year or more frequently as it may deem appropriate a summary of the procurement actions that it foresees conductingin the coming 24 months, on the basis of which Members shall solicit expressions of interest from among qualified firms in their respective territories and advise the ITER Organization accordingly.Tenders shall be selected on the basis of an evaluation of the technical acceptability, price and the financial status, technical capacity and professional competence and any other criteria announced; the reason for the selection shall be recorded.Direct agreements/contracts are possible with approval of the Council.If the services or supplies to be procured are of an advanced technical or scientific nature, discussions on technical and scientific matters may take place with interested firms before award of thecontract in order to reach the best technical solution. In such event, all tendering firms must be treated equally.
��������Implementing measures being established
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��������Guidelines for the Management of Procurements In Kind
ITER In Kind Procurement Process
Complex technology integration
7 Parties (about 150 Procurement Arrangements for 95 Procurement Packages)
Collaboration rather than client-supplier relationship
�Framework needed:
Common language
Agreement and common understanding of rules
Compliance with quality and safety standards
Agreed upon schedule
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1. IO and DA responsibilities
2. Preparation process: Pre-qualification; Pre-Arrangement; Market Survey
3. Procurement Arrangement
5. Procurement Action: Tendering (selection, evaluation, awarding)
6. Contract execution: monitoring, approval & checks, earned value management,
management of changes, non-conformances
7. Standardization
8. Transport, acceptance and transfer of ownership
9. …
Guidelines for the Management of Procurement In Kind
Following the endorsement by IIC-2:- A template was developed for Procurements Arrangements.- General principles applicable to the transfer of responsibilities and
ownership were developed for approval
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Roles & Responsibilities
Interface with other DAs
Cost of initial contractual scope
Technical Specifications for supply contract
Technical Specifications for PA
Market Survey
Call for TenderAgreement of Tender list
Acceptance testingControl and Acceptance for PA items
Release of paymentsAttribution of credit
Technical Responsibility for scope/schedule
Technical Supervision of PA
Cost due to change of scope (to be detailed in PA)
Cost due to change of scope (to be detailed in PA)
Selection of SuppliersSelection of Suppliers*
Contracts with suppliers to fulfill obligations of PA
Procurement Arrangement (PA)
DAIO
* at least for quality class 1 components
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Procurement Arrangement (PA)for TF conductor (11P6A)
Technical Specification developed with experts from the DAs and group of external experts
Main document and Management specification developed in line with “Guidelines for the Management of Procurement in Kind”
Signature with JA-DA on 28 November
Final review by other DAs
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Plan of Procurement Arrangements in 2008
Magnets
• TF Magnet Windings (3)
• TF Magnet Structures (4)
• Magnet Supports (1)
• PF Magnets (3)
• CS Magnet (1)
• PF Conductor (3)
• CS Conductor (1)
Vacuum Vessel
• Main Vessel (2)
• Neutron Shielding (1)
• VV ports (2)
Buildings (2)
NB Power Supplies (1)
Assembly Tooling (1)
Tokamak Cooling Water System (1)
Total: > 25 PAs
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Summary
Procedures/Guidelines for in cash and in kind procurement established
Templates for Procurement Arrangements for in kind procurement have been developed and have been used for the first time
First Procurement Arrangement has been signed
Procurement Planning has been developed