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Luxembourg-Luxembourg: Study on the European Union’s Liabilities for Pension and other Employee Benefits — Actuarial Services
Section I: Contracting authority
Section II: Object
Study on the European Union’s Liabilities for Pension and other Employee Benefits — Actuarial Services
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.
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.
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.
General EU budget.
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
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.
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.
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.
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.
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.
Section IV: Procedure
12, rue Alcide de Gasperi, L-1615 Luxembourg-Kirchberg.
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: ECAemail@example.com) 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
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.
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.