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ENTR 200806 Call for Tenders Specificationsl EN Final EUROPEAN COMMISSION ENTERPRISE AND INDUSTRY DIRECTORATE-GENERAL CALL FOR TENDERS No ENTR/2008/006 Framework Service Contract for the procurement of studies and other supporting services on Commission Impact Assessments (IA) and Evaluations Open procedure (OJ 2008/S146-195858) SPECIFICATIONS Page 1 of 72 CONTENTS Please remember to update this section once the specifications are finalised (right click in the table, chose “Update field”, and “ok”) 1. PRELIMINARY INFORMATION CONCERNING THE INVITATION TO TENDER ......................... 4 1.1. NATURE OF THE CONTRACT........................................................................................................................ 4 1.2. BACKGROUND ............................................................................................................................................ 5 1.3. STARTING DATE OF THE CONTRACT AND DURATION OF THE TASKS ............................................................ 6 1.4. PERIOD OF VALIDITY OF THE TENDER ......................................................................................................... 7 1.5. DATE AND PLACE OF OPENING OF THE TENDERS ......................................................................................... 7 1.6. CONTACT BETWEEN THE TENDERER AND THE COMMISSION ....................................................................... 7 1.7. TERMS OF PAYMENT – IMPLEMENTATION OF THE CONTRACT ....................................................................... 8 1.8. GUARANTEES ............................................................................................................................................. 9 1.9. GENERAL TERMS AND CONDITIONS FOR THE SUBMISSION OF TENDERS ...................................................... 9 1.10. NO OBLIGATION TO AWARD THE CONTRACT............................................................................................. 10 1.11. PLACE OF PERFORMANCE ......................................................................................................................... 11 1.12. SUBCONTRACTING.................................................................................................................................... 11 1.13. JOINT OFFERS........................................................................................................................................... 12 2. FORM AND CONTENT OF THE TENDER............................................................................................... 12 2.1. GENERAL.................................................................................................................................................. 12 2.2. HOW TO SUBMIT A TENDER....................................................................................................................... 13 2.3. STRUCTURE OF THE TENDER..................................................................................................................... 13 2.3.1. Section One: Administrative information ............................................................................................... 14 2.3.2. Section Four: Technical proposal........................................................................................................... 15 2.3.3. Section Five: Financial proposal ............................................................................................................ 15 3. ASSESSMENT AND AWARD OF CONTRACT........................................................................................ 19 3.1. STAGE 1 – APPLICATION OF EXCLUSION CRITERIA AND EXCLUSION OF TENDERERS.................................. 19 3.1.1. Declaration............................................................................................................................................... 19 3.1.2. Grounds for disqualification ................................................................................................................... 20 3.1.3. Evidence ................................................................................................................................................... 20 3.1.4. Administrative and financial penalties.................................................................................................... 21 3.2. STAGE 2 - APPLICATION OF SELECTION CRITERIA (SELECTION OF TENDERERS)......................................... 21 3.2.1. Selection criteria ...................................................................................................................................... 22 3.2.2. Evidence of the economic and financial capacity of the service provider(s) ......................................... 23 3.2.3. Evidence of the technical and professional capacity of the service provider(s)..................................... 23 3.3. STAGE 3 - APPLICATION OF AWARD CRITERIA (ASSESSMENT OF TENDERS) ............................................... 25 3.4. INFORMATION FOR TENDERERS ................................................................................................................ 26 3.5. AWARD OF THE CONTRACT....................................................................................................................... 27 3.6. CONTRACTUAL CONDITIONS..................................................................................................................... 27 3.7. DATA PROTECTION................................................................................................................................... 30 4. TECHNICAL SPECIFICATIONS................................................................................................................ 32 4.1. DESCRIPTION OF TASKS ............................................................................................................................ 32 4.1.1. Lots 1 to 5 Impact Assessments ............................................................................................................... 32 4.1.2. Lot 6 Evaluation of Community programmes, policies and other activities:......................................... 41 4.2. REPORTS AND DOCUMENTS ...................................................................................................................... 44 5. ANNEXES........................................................................................................................................................ 44 5.1. IDENTIFICATION OF THE TENDERER .......................................................................................................... 45 5.2. EXCLUSION CRITERIA FORM (INVITATION TO TENDER NO ENTR/2008/006............................................. 49 5.3. DRAFT FRAMEWORK CONTRACT + DRAFT SPECIFIC SERVICE CONTRACT.................................................. 51 5.4. EUROPEAN CURRICULUM VITAE FORMAT ................................................................................................. 61 5.5. FINANCIAL AND ECONOMIC CAPACITY OVERVIEW FORM (INVITATION TO TENDER NO ENTR/2008/006..................................................................................................................................................... 63 Page 2 of 72 5.6. PRICE CALCULATION FOR THE THEORETICAL OFFER................................................................................ 65 5.7. SUBCONTRACTOR / LETTER OF INTENT ENTR/2008/006 ......................................................................... 66 5.8. POWER OF ATTORNEY .............................................................................................................................. 67 5.9. CHECKLIST OF DOCUMENTS TO BE SUBMITTED......................................................................................... 71 Page 3 of 72 1. PRELIMINARY INFORMATION CONCERNING THE INVITATION TO TENDER These specifications follow the publication of: - the prior information notice in OJ S 2008/S 49-066 884 (11.3.2008) - the contract notice in OJ 2008/S146-195858 (30.07.2008). 1.1. NATURE OF THE CONTRACT An open call for tenders is launched by the European Commission’s Directorate General (DG) Enterprise & Industry for the signature of a Framework service contract for the procurement of studies and other supporting services on Commission impact assessments (IA) and evaluations (interim, final and ex-post). The services to be rendered are of an intellectual nature. External consultants are sought for such services to ensure objectivity and high technical expertise. This framework contract is meant to provide the different departments with a readily available supporting tool for the contracting out of research and evaluation activities in the fields of the direct competencies of the DG by a swift and simple procedure It is not meant to cover all impact assessments and evaluation activities carried out by the DG, but to complement the various sub-contracting options available to the DG including other Commission framework contracts, pre-selected lists and other existing contracting facilities already established by different services of the DG In principle, the framework contract can also be used by other services of the European Commission. The terms of reference for each specific assignment to be contracted under the framework contract will be drawn up by the Commission department requesting the service. This department will also be responsible for its financing and management. The precise type, timing and volume of the services to be procured under the framework contract to be signed on the basis of this tender
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