Services - 566809-2018

22/12/2018    S247

Belgium-Brussels: Feasibility Study for the Creation of a CMU Equity Market Index Family

2018/S 247-566809

Contract notice

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: European Commission — Directorate General for Financial Stability, Financial Services and Capital Markets Union
Postal address: SPA2, 07/029
Town: Brussels
NUTS code: BE100 Arr. de Bruxelles-Capitale / Arr. van Brussel-Hoofdstad
Postal code: 1049
Country: Belgium
E-mail: ec-fisma-contracts@ec.europa.eu
Internet address(es):
Main address: https://ec.europa.eu/info/departments/financial-stability-financial-services-and-capital-markets-union_en
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=4319
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=4319
Tenders or requests to participate must be submitted to the abovementioned address
I.4)Type of the contracting authority
European institution/agency or international organisation
I.5)Main activity
General public services

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Feasibility Study for the Creation of a CMU Equity Market Index Family

Reference number: FISMA/2018/087/E
II.1.2)Main CPV code
79314000 Feasibility study
II.1.3)Type of contract
Services
II.1.4)Short description:

The aim of the contract is to prepare a study on the feasibility of creating a CMU index family to support capital markets development in accordance with the CMU Action Plan.

II.1.5)Estimated total value
Value excluding VAT: 350 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: no
II.2)Description
II.2.2)Additional CPV code(s)
79130000 Legal documentation and certification services
79311000 Survey services
79311100 Survey design services
79311200 Survey conduction services
79311300 Survey analysis services
79311400 Economic research services
79311410 Economic impact assessment
II.2.3)Place of performance
NUTS code: 00 Not specified
Main site or place of performance:

The tasks are to be performed at the premises designated by the contractor. A maximum of 3 coordination meetings with the contractor will be held in Brussels.

II.2.4)Description of the procurement:

The purpose of the contract is to develop the concept of the index setup – with the definition of the investible universe, the set of inclusion criteria and weighting – and discuss the structural, methodological and operational issues related to the index family. The study should provide an overview of the market and conceptual framework for the CMU Index Family, describing the supply and demand side, as well as the impact of the regulatory environment. The study should also assess the market potential of the new CMU Index Family.

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Overview of the market and conceptual framework for the CMU Index Family / Weighting: 40
Quality criterion - Name: Assessment of the market potential of the new CMU Index Family / Weighting: 30
Quality criterion - Name: Organisation of the work / Weighting: 15
Quality criterion - Name: Quality control measures / Weighting: 15
Price - Weighting: 30
II.2.6)Estimated value
Value excluding VAT: 350 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 12
This contract is subject to renewal: no
II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

See procurement documents.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:

See procurement documents.

III.1.2)Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3)Technical and professional ability
Selection criteria as stated in the procurement documents
III.2)Conditions related to the contract
III.2.2)Contract performance conditions:

See procurement documents and, in particular, the draft service contract.

III.2.3)Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 08/02/2019
Local time: 23:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
Bulgarian, Czech, Danish, German, Greek, English, Spanish, Estonian, Finnish, French, Irish, Croatian, Hungarian, Italian, Lithuanian, Latvian, Maltese, Dutch, Polish, Portuguese, Romanian, Slovak, Slovenian, Swedish
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Duration in months: 9 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders
Date: 12/02/2019
Local time: 14:00
Place:

European Commission, Directorate-General for Financial Stability, Financial Services and Capital Market Union premises, meeting room 06/A030, Rue de SPA 2, 1000 Brussels, BELGIUM.

Information about authorised persons and opening procedure:

A maximum of 2 representatives per tender may attend the opening session. For organisational and security reasons the tenderer must provide the full name, date of birth, nationality and ID or passport number of the representatives at least 2 working days in advance to: EC-FISMA-Contracts@ec.europa.eu.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.3)Additional information:

See procurement documents.

VI.4)Procedures for review
VI.4.1)Review body
Official name: General Court of the Court of Justice of the European Union
Postal address: Rue du Fort Niedergrünewald
Town: Luxembourg
Postal code: 2925 Luxembourg
Country: Luxembourg
E-mail: generalcourt.registry@curia.europa.eu
Telephone: +352 4303-1
Fax: +352 4303-2100
Internet address: http://curia.europa.eu/
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

Within 2 months of the notification given to the plaintiff or, in the absence thereof, from the day when it came to knowledge.

VI.5)Date of dispatch of this notice:
18/12/2018