Services - 162074-2022

29/03/2022    S62

France-Paris: Delivery of Professional Technical Skills Development Trainings

2022/S 062-162074

Contract notice

Services

Legal Basis:
Regulation (EU, Euratom) No 2018/1046

Section I: Contracting authority

I.1)Name and addresses
Official name: European Securities and Markets Authority (ESMA)
Postal address: 201-203 rue de Bercy
Town: Paris
NUTS code: FR101 Paris
Postal code: 75012
Country: France
E-mail: procurement@esma.europa.eu
Internet address(es):
Main address: http://www.esma.europa.eu/page/procurement
I.1)Name and addresses
Official name: European Banking Authority (EBA)
Postal address: Tour Europlaza, 20 avenue André Prothin
Town: Paris La Défense
NUTS code: FR10 Ile-de-France
Postal code: 92927
Country: France
E-mail: procurement@eba.europa.eu
Internet address(es):
Main address: https://www.eba.europa.eu/
I.1)Name and addresses
Official name: European Insurance and Occupational Pensions Authority (EIOPA)
Postal address: Westhafenplatz 1
Town: Frankfurt am Main
NUTS code: DE712 Frankfurt am Main, Kreisfreie Stadt
Postal code: 60327
Country: Germany
E-mail: procurement@eiopa.europa.eu
Internet address(es):
Main address: https://www.eiopa.europa.eu/
I.2)Information about joint procurement
The contract involves joint procurement
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=10554
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=10554
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:

Delivery of Professional Technical Skills Development Trainings

Reference number: PROC/2021/03
II.1.2)Main CPV code
80500000 Training services
II.1.3)Type of contract
Services
II.1.4)Short description:

ESMA (representing as well EBA and EIOPA) is seeking contractors with experience in working in an international environment and in the development of customised training sessions and workshops preferably for international, national, or European organisations. ESMA is particularly interested in working with industry experts and trainers with first-hand experience in financial market supervision either at a supervised firm or at a supervisory body.

II.1.5)Estimated total value
Value excluding VAT: 1 750 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description
II.2.1)Title:

Technical Trainings in the Field of Economics, Data, AI, IT Security (Supervision/Audit) and Financial Markets, Banking, Insurance and Occupational Pension

Lot No: 1
II.2.2)Additional CPV code(s)
80500000 Training services
II.2.3)Place of performance
NUTS code: DE712 Frankfurt am Main, Kreisfreie Stadt
NUTS code: FR10 Ile-de-France
NUTS code: FR101 Paris
Main site or place of performance:

Paris

Paris La Défense

Frankfurt

II.2.4)Description of the procurement:

Lot 1: Technical trainings in the field of economics, data, AI, IT security (supervision/audit) and financial markets, banking, insurance and occupational pension.

Design, development and delivery of appropriate learning actions and events.

The courses may cover all areas in the domains above, including but not limited to banking, insurance, occupational pensions, securities, funds (and fund managers), functioning and developments of these markets, micro and macro economics and econometrics, stress testing, impact assessment, EMIR 2.2, CRA, TR, MiFID II, MiFIR, Solvency II, IORPS II, ESG, AML, FinTech (e.g. open finance, cryptocurrencies, blockchain, etc.), machine learning and artificial intelligence for financial supervisors, securitisation, benchmark, MAR, different types of risks (and their management and mitigation), corporate and supervisory reporting, post trading, enforcement, UCITS and AIFMD, data (governance, data analytics, including machine learning and artificial intelligence for financial supervisors), consumer/investor protection, etc.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 1 300 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

Signed for one year, three possible extensions of one year each.

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: yes
Identification of the project:

EU administrative appropriations

II.2.14)Additional information
II.2)Description
II.2.1)Title:

Development of Supervisory Skills

Lot No: 2
II.2.2)Additional CPV code(s)
80500000 Training services
II.2.3)Place of performance
NUTS code: DE712 Frankfurt am Main, Kreisfreie Stadt
NUTS code: FR10 Ile-de-France
NUTS code: FR101 Paris
Main site or place of performance:

Paris

Paris La Défense

Frankfurt

II.2.4)Description of the procurement:

Lot 2: Development of supervisory skills.

Design, development and delivery of training courses (classroom, virtual classroom, webinars and/or blended learning) in the domain of supervision of financial institutions.

The courses may cover all areas in the domains above, including but not limited to the necessary soft skills required to accomplish all forms of supervisory tasks, direct or indirect: presenting, influencing, questioning, conveying difficult messages, handling difficult meetings with various counterparts and stakeholders, both in a remote or face to face set up; good communication skills (including also skills needed for mediation/dispute resolution) and rapport building with the supervised entity’s management and staff in order to improve the effectiveness of the fieldwork; monitoring skills to assess the work of the inspection team in order to ensure that the planned inspection activities are completed properly and on schedule.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 450 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

Signed for one year, three possible extensions of one year each.

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: yes
Identification of the project:

EU administrative appropriations

II.2.14)Additional information

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 internet address provided in Section I.3).

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 internet address provided in Section I.3).

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
The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 3
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 03/05/2022
Local time: 15:00
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: 04/05/2022
Local time: 10:00
Place:

See internet address provided in Section I.3) (Invitation to tender letter).

Information about authorised persons and opening procedure:

See internet address provided in Section I.3) (Invitation to tender letter).

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Official name: General Court
Postal address: rue du Fort Niedergrunewald
Town: Luxembourg
Postal code: L-2925
Country: Luxembourg
Internet address: http://www.curia.europa.eu
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

See internet address provided in Section I.3).

VI.5)Date of dispatch of this notice:
22/03/2022