Contract notice

Study on options for development of online tools and services supporting retail investors in investment decisions

Section I: Contracting authority

I.1) Name and addresses

Official name
European Commission — Directorate General for Financial Stability, Financial Services and Capital Markets Union
National registration number
-
Postal address
SPA2, 07/029
Town
Brussels
Postal code
1049
NUTS code
BE100 - Arr. de Bruxelles-Capitale / Arr. van Brussel-Hoofdstad
Country
BELGIQUE-BELGIË
Contact person
-
Telephone
-
E-mail
ec-fisma-contracts@ec.europa.eu
Fax
-

Internet address(es)

Main address:   https://ec.europa.eu/info/departments/financial-stability-financial-services-and-capital-markets-union_en

Address of the buyer profile:   -

I.2) Joint procurement

The contract involves joint procurement:   no

In the case of joint procurement involving different countries, state applicable national procurement law:   -

The contract is awarded by a central purchasing body:   no

I.3) Communication

Additional information can be obtained from

Official name
-
National registration number
-
Postal address
-
Town
-
Postal code
-
NUTS code
-
Country
-
Contact person
-
Telephone
-
E-mail
-
Fax
-
Main address
-
Address of the buyer profile
-

Access to the procurement documents is restricted. Further information can be obtained at:   https://etendering.ted.europa.eu/cft/cft-display.html?cftId=3823

Tenders or requests to participate must be submitted

Official name
-
National registration number
-
Postal address
-
Town
-
Postal code
-
NUTS code
-
Country
-
Contact person
-
Telephone
-
E-mail
-
Fax
-
Main address
-
Address of the buyer profile
-

electronically via:   -

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: -

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 on options for development of online tools and services supporting retail investors in investment decisions

Reference number:   FISMA/2017/117(05)/C

II.1.2) Main CPV code

Main CPV code:   79311400 - Economic research services

Supplementary CPV code:   -

II.1.3) Type of contract

Services

II.1.4) Short description

The objective of the study is to:
— Map the most suitable existing and emerging solutions of online tools and services supporting retail investors in investment decisions in the EU and worldwide and assess their risks and opportunities from a consumer perspective,
— Propose options for non-legislative initiatives at the EU level and provide their assessment,
— Identify a preferred option(s) and provide a project description for its implementation,
The study should consider options to support (further) development of private or public initiatives (e.g. on-line calculators, public databases, private-public initiatives).

II.1.5) Estimated total value

Value excluding VAT:   300.000,00

Currency:   EUR

II.1.6) Information about lots

This contract is divided into lots:   yes

Tenders may be submitted for:   all lots:

Maximum number of lots that may be awarded to one tenderer:   -

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:   -

II.2) Description

II.2.1) Title

-

Lot No:   -

II.2.2) Additional CPV code(s)

Main CPV code:   66171000 - Financial consultancy services

Supplementary CPV code:   -

II.2.3) Place of performance

NUTS code:   00 - N/A

Main site or place of performance:   The tasks are to be performed at the premises designated by the contractor. A maximum of 3 coordination meetings with the contracting authority will be held in Brussels.

II.2.4) Description of the procurement

The contractor is requested to carry out the following tasks and provide the following:
(1) Carry out a mapping and an analysis of existing or emerging solutions supporting retail investors in selecting investment products, in particular:
a) Describe the tools and services in the European Union and worldwide that help investors overcome the challenges they encounter when searching and comparing retail investment products and describe the risks and the opportunities for consumers using these tools;
b) Identify European or international practices that could be taken as an example, or as a starting point to be developed into an EU wide tool or service;
c) Identify the shortcomings of existing solutions; in particular describe how a potential conflict of interest stemming from financing models is (or is not) addressed.
(2) Propose at least 3 options for non-legislative initiatives at EU level and their assessment;
The description of the proposed options should include at least the following:
a) Value added of the proposed option for all the stakeholders concerned;
b) Impact on existing market and stakeholders;
c) Synergies and interoperability with existing tools and services;
d) Form and technical set-up that it might take e.g. an on-line platform, website, application;
e) Data collection, storage and consolidation process, including the role and responsibility of players involved;
f) How presentation of complete, fair and easy to understand results will be ensured;
g) Key stakeholders responsible for development and operations;
h) Financial needs and their sources, specifically need for public funding at national or EU levels and their form;
i) Describe whether it can be implemented in the EU within the existing legal and regulatory framework or which changes in EU law would be required;
j) Other legal, regulatory and technical constraints to be resolved.
These options should be compared to a "business as usual scenario" i.e. an organic development of the market for data consolidation led by commercial entities. The "business as usual scenario" should specifically take into account that there are already private initiatives which provide specialist information and analytical services for their clients.
(3) Propose a path for implementation of the preferred option(s), in particular:
a) Identify the preferred option and explain the reasoning;
b) Provide a Project Description that should inter alia specify: the overview of the project, its objectives, benefits, implementation method, timeline, requirements, estimated financial resources and their form and expected outcomes.

II.2.5) Award criteria

Criteria below

II.2.6) Estimated value

Value excluding VAT:   300.000,00

Currency:   EUR

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

Duration in months:   9

This contract is subject to renewal:   no

Description of renewals:   -

II.2.9) Information about the limits on the number of candidates to be invited

Objective criteria for choosing the limited number of candidates:   -

II.2.10) Information about variants

Variants will be accepted:   no

II.2.11) Information about options

Options:   no

Description of options:   -

II.2.12) Information about electronic catalogues

Tenders must be presented in the form of electronic catalogues or include an electronic catalogue:   no

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 selection criteria:

See procurement documents.

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents:   yes

List and brief description of selection criteria:

-

Minimum level(s) of standards possibly required:

-

III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents:   yes

List and brief description of selection criteria:

-

Minimum level(s) of standards possibly required:

-

III.1.5 Information about reserved contracts

The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons:   no

The execution of the contract is restricted to the framework of sheltered employment programmes:   no

III.2) Conditions related to the contract

III.2.1) Information about a particular profession

Execution of the service is reserved to a particular profession:   -

Reference to the relevant law, regulation or administrative provision:   -

III.2.2) Contract performance conditions

See procurement documents.

III.2.2) 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:   yes

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement:   no

In the case of framework agreements, provide justification for any duration exceeding 4 years:   -

The procurement involves the setting up of a dynamic purchasing system:   no

The dynamic purchasing system might be used by additional purchasers:   no

IV.1.4) Information about reduction of the number of solutions or tenders during negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated:   no

IV.1.5) Information about negotiation

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations:   no

IV.1.6) Information about electronic auction

An electronic auction will be used:   no

Additional 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

Notice number in the OJ S:   -

IV.2.2) Time limit for receipt of tenders or requests to participate

Date:   24-09-2018

Local time:   -

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

BG, CS, DA, DE, EL, EN, ES, ET, FI, FR, GA, HR, HU, IT, LT, LV, MT, NL, PL, PT, RO, SK, SL, SV

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months:   9

IV.2.7) Conditions for opening of tenders

Date:   01-10-2018

Local time:   14:00

Place:   Tenders will be opened in public session on 1.10.2018 at 14:00 — Meeting room 06/A030 – rue de Spa nº 2, B-1000 Bruxelles.

Information about authorised persons and opening procedure:   A maximum of two representatives per tender can attend the opening of tenders. For organisational and security reasons, the tenderer must provide the full name and ID or passport number of the representatives at least 3 working days in advance to: EC-FISMA-CONTRACTS@ec.europa.eu Failing that, the contracting authority reserves the right to refuse access to its premises.

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement:   no

Estimated timing for further notices to be published:   -

VI.2) Information about electronic workflows

Electronic ordering will be used:   no

Electronic invoicing will be accepted:   no

Electronic payment will be used:   no

VI.3) Additional information

-

VI.4) Procedures for review

VI.4.1) Review body

Official name
General Court of the Court of Justice of the European Union
Postal address
rue du Fort Niedergrünewald
Town
Luxembourg
Postal code
2925 Luxembourg
Country
LUXEMBOURG
Telephone
+352 4303-1
E-mail
generalcourt.registry@curia.europa.eu
Fax
+352 4303-2100
Internet address
http://curia.europa.eu/

VI.4.2) Body responsible for mediation procedures

Official name
-
Postal address
-
Town
-
Postal code
-
Country
-
Telephone
-
E-mail
-
Fax
-
Internet address
-

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:   Within two months of the notification to the plaintiff or, in the absence thereof, of the day on which it came to knowledge. A complaint to the European Ombudsman does not have as an effect either to suspend or to open a new period for lodging appeals.

VI.4.4) Service from which information about the review procedure may be obtained

Official name
-
Postal address
-
Town
-
Postal code
-
Country
-
Telephone
-
E-mail
-
Fax
-
Internet address
-

VI.4.5) Date of dispatch of this notice

29-06-2018

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