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Study on the feasibility of a European personal pensions framework.

Contract notice:Study on the feasibility of a European personal pensions framework.

Value excluding VAT: 500 000.00 EUR

This contract is divided into lots: no

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

Criteria below

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.2.6)Estimated value

Value excluding VAT 500 000.00 EUR

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months 12

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 no

II.2.14)Additional information

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

See tender specifications.

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.1.5)Information about reserved contracts

III.2)Conditions related to the contract

III.2.1)Information about a partic

Major organization : EUROPEAN COMMISSION, DIRECTORATE-GENERAL FOR FINANCIAL STABILITY, FINANCIAL SERVICES AND CAPITAL MARKETS UNION

Address : European Commission

Directorate-General for Financial Stability

Financial Services and Capital Markets UnionSPA2

07/20Brussels1049

Country :Belgium

Email : ec-fisma-contracts@ec.europa.eu

Url : http://ec.europa.eu/dgs/finance/index_en.htm

Tender notice number : 180985-2016

Notice type : Tender Notice

Open date : 2016-07-05

Tender documents : T33825145.html

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Publication:Mena Report
Date:May 29, 2016
Words:510
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