Services - 180985-2016

28/05/2016    S102    European Commission - Services - Contract notice - Open procedure 

Belgium-Brussels: Study on the feasibility of a European personal pensions framework

2016/S 102-180985

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
European Commission, Directorate-General for Financial Stability, Financial Services and Capital Markets Union
SPA2, 07/20
Brussels
1049
Belgium
E-mail: ec-fisma-contracts@ec.europa.eu
NUTS code: BE100

Internet address(es):

Main address: http://ec.europa.eu/dgs/finance/index_en.htm

I.2)Information about 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=1429
Additional information can be obtained from the abovementioned address
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:

Study on the feasibility of a European personal pensions framework.

Reference number: FISMA/2015/146(02)/D.
II.1.2)Main CPV code
66500000
II.1.3)Type of contract
Services
II.1.4)Short description:

This study aims at mapping the tax regimes applicable to personal pensions products within the 28 EU Member States. In addition, the study should analyse the feasibility of implementing a policy framework to foster simple, efficient and competitive personal pensions within the EU.

II.1.5)Estimated total value
Value excluding VAT: 500 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: no
II.2)Description
II.2.1)Title:
II.2.2)Additional CPV code(s)
66520000
66521000
66523000
79221000
79110000
II.2.3)Place of performance
NUTS code: 00
Main site or place of performance:

The tasks are to be performed at the premises designated by the contractor. A maximum of 6 coordination meetings with the contracting authority will be held in Brussels.

II.2.4)Description of the procurement:

The study should describe the tax requirements applicable to personal pension products within all 28 Member States. In addition, the study should identify the 5 most successful personal pension products. For each of the 5 identified reference personal pension products in the Member States in the sample, the study should look at a number of product features such as investment strategy, return, outpayments, fees, time horizon.

Furthermore, the study should conduct a feasibility analysis of a possible European personal pensions framework to foster simple, efficient and competitive personal pensions within the EU. The outcome of this analysis should assist the European Commission in assessing the feasibility of a European personal pensions framework.

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Quality and relevance of the proposed methodology / Weighting: 50
Quality criterion - Name: Organisation of the work / Weighting: 30
Quality criterion - Name: Quality control measures / Weighting: 10
Quality criterion - Name: Geographical coverage / Weighting: 10
Price - Weighting: 30
II.2.6)Estimated value
Value excluding VAT: 500 000.00 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.2.12)Information about electronic catalogues
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

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 tender specifications.

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.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:

See tender specifications and 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.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction
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.2.1)Previous publication concerning this procedure
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 05/07/2016
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: 12/07/2016
Local time: 14:30
Place:

Meeting Room 01/A030, rue de Spa 2, 1000 Brussels, BELGIUM.

Information about authorised persons and opening procedure:

A maximum of 2 representatives per tender can attend the opening of tenders. For organisational and security reasons, the tenderer must provide the full name and ID or passport number of the representatives at least 3 working days in advance to: EC-FISMA-CONTRACTS@ec.europa.eu

Failing that, the contracting authority reserves the right to refuse access to its premises.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
General Court of the Court of Justice of the European Union
rue du Fort Niedergrünewald
Luxembourg
2925
Luxembourg
Telephone: +352 4303-1
E-mail: generalcourt.registry@curia.europa.eu
Fax: +352 4303-2100

Internet address: http://curia.europa.eu/

VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice:
18/05/2016