Services - 333472-2016

27/09/2016    S186    European Commission - Services - Contract award notice - Open procedure 

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

2016/S 186-333472

Contract award notice

Results of the procurement procedure

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.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.1.6)Information about lots
This contract is divided into lots: no
II.1.7)Total value of the procurement (excluding VAT)
Value excluding VAT: 494 466.00 EUR
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
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.2.11)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

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.1.6)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
Notice number in the OJ S: 2016/S 102-180985
IV.2.8)Information about termination of dynamic purchasing system
IV.2.9)Information about termination of call for competition in the form of a prior information notice

Section V: Award of contract

Contract No: FISMA/2015/146(2)/D4/ST/OP
Title:

Study on the feasibility of a European personal pensions framework

A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:
14/09/2016
V.2.2)Information about tenders
Number of tenders received: 1
The contract has been awarded to a group of economic operators: yes
V.2.3)Name and address of the contractor
Ernst & Young Société d’Avocats
1–2 place des Saisons, Paris La Défense 1
Courbevoie
92400
France
NUTS code: FR
The contractor is an SME: no
V.2.3)Name and address of the contractor
Ernst & Young Actuaires-Conseils
1–2 place des Saisons, Paris La Défense 1
Courbevoie
92400
France
NUTS code: FR
The contractor is an SME: no
V.2.4)Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 500 000.00 EUR
Total value of the contract/lot: 494 466.00 EUR
V.2.5)Information about subcontracting

Section VI: Complementary information

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:
15/09/2016