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Services - 453375-2019

27/09/2019    S187    European Court of Auditors - Services - Contract notice - Open procedure 

Luxembourg-Luxembourg: Study on the European Union’s Liabilities for Pension and other Employee Benefits — Actuarial Services

2019/S 187-453375

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: Cour des comptes européenne
Postal address: 12, rue Alcide De Gasperi
Town: Luxembourg
NUTS code: LU
Postal code: 1615
Country: Luxembourg
Contact person: Service des appels d'offres et contrats
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.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=5455
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 702
II.1.2)Main CPV code
66523000
II.1.3)Type of contract
Services
II.1.4)Short description:

This call for tenders is aiming to award a direct service 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), and by

— the Directorate General of the European Parliament responsible for Finance (DG FINS) of the amount of the European Union’s liabilities for pension and other employee benefits.

The contract concerns 5 work packages, whereas work packages 1 to 4 are annual tasks already defined for the 4 coming years and work package 5 corresponds to additional tasks that may be required by the contracting authority during the execution of the contract.

II.1.5)Estimated total value
Value excluding VAT: 600 000.00 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)
II.2.3)Place of performance
NUTS code: LU000
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 main part of the contract covers 4 annual exercises, 2019, 2020, 2021 and 2022. For this task, the consultant will have to evaluate the following schemes, in accordance with the provisions of the International Public Sector Accounting Standard (IPSAS) 25 ‘Employee benefits’:

— the defined benefit obligation at year-end 2019 and 2021 of the Pension Scheme of European Officials (PSEO),

— the defined benefit obligation at year-end 2020 and 2022 of the Joint Sickness Insurance Scheme (JSIS),

— the defined benefit obligation at year-end 2020 and 2022 of the Pension scheme of Members of some European Institutions (PSMI),

— the defined benefit obligation at year-end 2020 and 2022 of the Statutory Pension and Transitional allowance Scheme of Members of the European Parliament (PSMEP / TASMEP), and

— the defined benefit obligation at year-end 2019 and 2021 of the Voluntary Pension scheme for European Parliament members [Rules Governing the Payment of Expenses and Allowances to Members (PEAM) Annex VII] (VPSMEP).

The additional tasks planned under Task 15 (see Section 2 below) concern additional actuarial studies that the Court may require during the execution of the contract.

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: 600 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: 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: yes
Identification of the project:

General EU budget.

II.2.14)Additional information

The kick-off meetings with the European Court of Auditors, the European Parliament and Eurostat is foreseen for January 2020.

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:

The Court may reject any tender, and apply administrative and financial penalties, in the event that the tenderer meets one of the exclusion criteria described in Articles 136 and 141 of the Financial Regulation, provided that it has been so decided by the panel referred to in Article 143 of the same Regulation. Tenderers must be legally capable of performing the service contract they apply for. A formal 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:

As proof of their capacity, tenderers’ average annual turnover for each of the past 2 financial years for which accounts have been closed (2017 and 2018) must be at least 200 000 EUR. Copies of profit and loss accounts and balance sheets will be requested from tenderers to whom the award of the contract might be proposed.

Tenderers must also have professional risk indemnity insurance of at least 150 000 EUR.

Minimum level(s) of standards possibly required:

Average annual turnover for each of the past 2 financial years for which accounts have been closed (2017 and 2018) must be at least 200 000 EUR.

Tenderers must also have professional risk indemnity insurance of at least 150 000 EUR.

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

In order to proof that the tenderer fulfils this requirement of technical and professional capacity, the tenderer shall submit a short description of 3 similar projects (name of the client, date and duration of the project, subject matter of the actuarial calculations, fees for the project, tenderer’s role in the performance of the service in case of consortium) in Annex 3 — Form 6. All information will be handled in full confidentiality. The Court reserves its right to request appropriate proofs where necessary.

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 60 000 EUR at least per project. The projects 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.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:
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: 08/11/2019
Local time: 16:00
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: 14/11/2019
Local time: 10:00
Place:

12, rue Alcide de Gasperi, L-1615 Luxembourg-Kirchberg.

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 (fax (+352) 4398-46667, e-mail: ECA-procurement.service@eca.europa.eu) by 13.11.2019 at 12.00 am at the latest, and must produce their authorisation from the tendering company. Only one representative per tenderer will be admitted.

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:

Any requests for additional information must be made in writing thorugh the indicated TED e-Tendering website in the ‘questions and answers’ tab, by clicking ‘create a question’: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=5455.

Requests for additional information made less than 6 working days before the time-limit for receipt of tenders might not be processed.

Tenderers’ attention is drawn to the fact that procurement documents may be subject to change, including the price offer form, and other Annexes. For this purpose, it is recommended that tenderers register in the TED e-tendering website in order to receive the notifications. It is the tenderer’s responsibility to check for updates and modifications during the submission period.

VI.4)Procedures for review
VI.4.1)Review body
Official name: Tribunal de l'Union européenne
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: Médiateur Européen
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: Cour des comptes Européenne, Service des appels d'offres et contrats
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:
16/09/2019