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Services - 436099-2022
10/08/2022    S153

Belgium-Brussels: Study Supporting the Monitoring of Care Credits in Occupational Pension Schemes and Evaluating the Situation of EU Mobile Workers

2022/S 153-436099

Contract notice

Services

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

Section I: Contracting authority

I.1)Name and addresses
Official name: European Commission, Directorate-General for Employment, Social Affairs and Inclusion (EMPL), EMPL.D.2 - Social Protection
Postal address: Rue Joseph II, 27
Town: Brussels
NUTS code: BE100 Arr. de Bruxelles-Capitale / Arr. Brussel-Hoofdstad
Postal code: 1049
Country: Belgium
E-mail: EMPL-VT-2022-012@ec.europa.eu
Internet address(es):
Main address: http://ec.europa.eu/info/departments/employment-social-affairs-and-inclusion_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=11857
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=11857
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 Supporting the Monitoring of Care Credits in Occupational Pension Schemes and Evaluating the Situation of EU Mobile Workers

Reference number: EMPL/2022/OP/0014
II.1.2)Main CPV code
79400000 Business and management consultancy and related services
II.1.3)Type of contract
Services
II.1.4)Short description:

As outlined in the European Pillar of Social Rights action plan, the EU supports national efforts to ensure adequate pensions and minimum income through EU legislation, EU funding, monitoring and analysis, as well as mutual learning activities. The action plan announces that the Commission will map best practices in providing pension rights for care-related career breaks in pension schemes and promote the exchange of practices among Member States, social partners and pension stakeholders.

The objective of the contract is to evaluate the situation with regard to protection of pension rights during career breaks linked to care, focusing on occupational pension schemes, considering that pension credits for care periods are a key policy lever to protect the pension rights of carers and support gender equality in working lives and later on in pensions.

II.1.5)Estimated total value
Value excluding VAT: 300 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: no
II.2)Description
II.2.2)Additional CPV code(s)
79330000 Statistical services
79400000 Business and management consultancy and related services
II.2.3)Place of performance
NUTS code: BE100 Arr. de Bruxelles-Capitale / Arr. Brussel-Hoofdstad
Main site or place of performance:

The main place of performance of the tasks shall be Contractor's premises or any other place indicated in the tender, with the exception of the Commission's premises.

II.2.4)Description of the procurement:

As outlined in the European Pillar of Social Rights action plan, the EU supports national efforts to ensure adequate pensions and minimum income through EU legislation, EU funding, monitoring and analysis, as well as mutual learning activities. The action plan announces that the Commission will map best practices in providing pension rights for care-related career breaks in pension schemes and promote the exchange of practices among Member States, social partners and pension stakeholders.

The objective of the contract is to evaluate the situation with regard to protection of pension rights during career breaks linked to care, focusing on occupational pension schemes, considering that pension credits for care periods are a key policy lever to protect the pension rights of carers and support gender equality in working lives and later on in pensions.

‘Pension credits’ are pension rights granted to pension scheme members for non-contributory periods, i.e. periods when they do not carry out paid work or pay contributions into the scheme.

Only occupational pension schemes, i.e. schemes linked to an employment relationship or professional activity, fall under the scope of this call for tender.

The study shall provide a mapping of occupational pension credits linked to care including a characterisation of the occupational pension schemes and what determines them (legislation, pension plans, collective agreements, etc.), an indication of the volume (i.e. how many workers are covered) and possible differences between economic sectors with predominantly male and female workforce (e.g. care or education sectors, IT sector). The study will contribute to the review of the application of a number of recommendations addressed to Member States (e.g. via the European semester exercise) or to the analytical underpinning for the Pension Adequacy Report, and implementation of Principle No 15 of the European Pillar of Social Rights and provide indications and options for further action at European and national levels, considering the roles of different stakeholders.

The following forms of career breaks fall within the scope of the study:

a) career breaks for childcare periods;

b) career breaks for periods spent providing long-term care to a sick, disabled or dependent relative.

The geographical area covered by this contract are the Member States of the EU.

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: 300 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 15
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:

Please consult the procurement documents available at the address indicated in Section I.3.

II.2.14)Additional information

Please consult the procurement documents available at the address indicated in Section I.3.

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:

Please consult the procurement documents available at the address indicated 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:

Please consult the procurement documents available at the address indicated in Section I.3.

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: 19/09/2022
Local time: 12:00
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: 6 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders
Date: 20/09/2022
Local time: 10:30
Place:

Tenders will be opened electronically on the date and time indicated in the contract notice. It is possible to attend the opening by videoconference.

Information about authorised persons and opening procedure:

Please consult the procurement documents available at the address indicated in Section I.3.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about electronic workflows
Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:

Please consult the procurement documents available at the address indicated in Section I.3.

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: L-2925
Country: Luxembourg
Telephone: +352 4303-1
Internet address: http://curia.europa.eu
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

Please consult the procurement documents available at the address indicated in Section I.3.

VI.5)Date of dispatch of this notice:
29/07/2022