Servicii - 429511-2017

28/10/2017    S208

Luxembourg-Luxembourg: Study on the European Union's liabilities for pension and other employee benefits — actuarial services

2017/S 208-429511

Contract notice

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: European Court of Auditors
Postal address: 12, rue Alcide de Gasperi
Town: Luxembourg
NUTS code: LU LUXEMBOURG (GRAND-DUCHÉ)
Postal code: 1615
Country: Luxembourg
Contact person: ECA Procurement Service
E-mail: eca-procurement.service@eca.europa.eu
Telephone: +352 4398-47611
Fax: +352 4398-46667
Internet address(es):
Main address: http://www.eca.europa.eu
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=3008
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
Economic and financial affairs

Section II: Object

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

Study on the European Union's liabilities for pension and other employee benefits — actuarial services.

Reference number: AO 635.
II.1.2)Main CPV code
66523000 Pension fund consultancy services
II.1.3)Type of contract
Services
II.1.4)Short description:

The European Court of Auditors is planning to award the contract for an expert study on the verification of the yearly calculations made by the Directorate-General of the European Commission responsible for statistics (Eurostat) of the amount of the European Union's liabilities for pension and other employee benefits for 2017 and 2018.

II.1.5)Estimated total value
Value excluding VAT: 250 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: no
II.2)Description
II.2.3)Place of performance
NUTS code: LU LUXEMBOURG (GRAND-DUCHÉ)
Main site or place of performance:

Contractor's premises, except for meetings in Luxembourg/Brussels. For information security and confidentiality for staff personal data, the contractor may be required to work in a secure data room.

II.2.4)Description of the procurement:

The requested services are subdivided into 5 tasks:

• tasks related to the 2017 liabilities (6 months until end of September 2018 the latest):

task 1:

development of the methodological approach, including all variables and data to be used to recalculate the actuarial liability of the EU pension funds and sickness insurance (31.5.2018 at the latest);

task 2:

testing (and possible revision) of the methodological approach using data from 2017, resulting in the recalculation of the actuarial liabilities for EU pension funds and sickness insurance for 2017, including an explanation of any significant (over 2 %) difference between the recalculated overall actuarial liability for 2017 and the liability calculated by Eurostat's experts. An explanation must be given for all differences over 10 % on subtotal calculations and individual parameters,

• tasks related to the 2018 liabilities (4 months until end of May 2019 the latest):

task 3:

recalculation of the actuarial liability of the EU pension funds and sickness insurance for 2018 using the chosen methodology and data for 2018 and provision of an explanation of any significant (over 2 %) difference between the recalculated overall actuarial liability for 2018, and the liability calculated by Eurostat's experts. An explanation must be given for all differences over 10 % on subtotal calculations and individual parameters;

task 4:

conclusions and recommendations on the calculation and methodology of the actuarial liability of the EU pension funds and sickness insurance,

• task following the submission of the 2 final reports:

task 5:

assistance to the Court in the clearance of the abovementioned results until 31.12.2019, including support to analyse comments received from the Commission and/or other stakeholders and to draft corresponding replies, as well as preparation of and participation in meetings with the Commission and/or other stakeholders (maximum 15 working days for all profiles described under point 3).

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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 01/03/2018
End: 31/12/2019
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: yes
Identification of the project: General EU budget.
II.2.14)Additional information

The kick-off meetings with the European Court of Auditors and Eurostat are foreseen for March/April 2018 and the execution of the tasks shall start at the latest on 1.4.2018 provided that the contract has been signed beforehand.

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:

Tenderers that are in one of the situations described in Articles 106 and 107 of the Financial Regulation shall be excluded from participation in this open call for tenders and not be awarded the contract. Tenderers must be legally capable of performing the service contract they apply for. A declaration on honour on the exclusion and selection criteria shall be requested with the tender. The following documents as regards the legal capacity shall be requested from the tenderers to whom the award of the contract might be proposed: (1) proof of entry on the professional or trade register under the conditions laid down by legislation in the country in which the tenderers reside and (2) a legible copy of the notice of appointment of the person(s) authorised to represent the tenderer in concluding contracts, if it is not included in the abovementioned document.

III.1.2)Economic and financial standing
List and brief description of selection criteria:

Tenderers must have sufficient economic and financial capacity to perform the contract in compliance with the terms of the contract, taking into account its value and scale. A declaration on honour on the exclusion and selection criteria shall be requested with the tender.

The following documents as regards the economic and financial capacity shall be requested from the tenderers to whom the award of the contract might be proposed: (1) a statement of annual turnover for each of the past 2 financial years for which accounts have been closed (2015 and 2016); copies of the profit and loss accounts and balance sheets for the last 2 years for which accounts have been closed; (2) proof of the publication of the financial statements where such a publication is required by national rules and (3) proof of professional risk indemnity insurance of at least 200 000 EUR.

Minimum level(s) of standards possibly required:

Tenderers' average annual turnover for each of the past 2 financial years for which accounts have been closed must be at least 250 000 EUR.

Tenderers must also have professional risk indemnity insurance of at least 200 000 EUR.

III.1.3)Technical and professional ability
List and brief description of selection criteria:

Tenderers must have sufficient technical and professional capacities to enable them to perform the contract in compliance with the contractual provisions, taking into account its value and scale.

The following documents as regards the technical and professional capacities are requested from the tenderers with the tender: (1) declaration on honour on the exclusion and selection criteria and (2) a short description of 3 similar projects for different clients in the last 3 years (name of the client, date and duration of the project in months, subject matter of the actuarial calculations, fees for the project). The average annual value of the 3 projects shall be at least 100 000 EUR per project. The description shall be requested with the tender.

Minimum level(s) of standards possibly required:

The tenderer must have executed in the last 3 years at least 3 projects delivered in the field of actuarial calculations. The average annual value of the 3 projects shall be at least 100 000 EUR per project. The projects must have been commissioned with 3 different clients. They must have been carried out by the tenderer. If the tenderer was part of a consortium, the tenderer's role in the performance of the service must be stated.

III.2)Conditions related to the 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: 11/12/2017
Local time: 17:00
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: 15/12/2017
Local time: 10:00
Place:

European Court of Auditors, rue Tony Rollman, L-1468 Luxembourg-Kirchberg, LUXEMBOURG.

Information about authorised persons and opening procedure:

Tenderers or their representative who wish to be present at the opening of the bids must inform the European Court of Auditors in writing (e-mail: ECA-procurement.service@eca.europa.eu) by 14.12.2017 (12:00) at the latest, and must produce their authorisation from the tendering company. Only 1 representative per tenderer will be admitted.

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 of the European Union
Postal address: rue du Fort Niedergrünewald
Town: Luxembourg
Postal code: 2925
Country: Luxembourg
Telephone: +352 4303-1
Fax: +352 4303-2100
Internet address: http://curia.europa.eu/
VI.4.2)Body responsible for mediation procedures
Official name: European Ombudsman
Town: Strasbourg
Postal code: 67001
Country: France
Telephone: +33 388172313
Internet address: http://ombudsman.europa.eu/
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

Appeal to the General Court of the European Union within 2 months of the plaintiff being notified on the success or not of its tender or, failing this, of the day on which it became known to them. A complaint made to the European Ombudsman neither suspends this period nor opens a new period for lodging appeals.

VI.4.4)Service from which information about the review procedure may be obtained
Official name: European Court of Auditors, Procurement Service
Postal address: 12, rue Alcide de Gasperi
Town: Luxembourg
Postal code: 1615
Country: Luxembourg
E-mail: eca-procurement.service@eca.europa.eu
Telephone: +352 4398-47611
Fax: +352 4398-46955
Internet address: http://www.eca.europa.eu
VI.5)Date of dispatch of this notice:
18/10/2017