Call for tenders
“Study on the European Union's liabilities for pension and other employee benefits — actuarial services” - AO 635
(2017/S 208-429511)
Objectives and description
The
European Court of Auditors has published a call for tenders concerning a
“Study on the European Union's liabilities for pension and other
employee benefits — actuarial services” - AO 635
The contract aims at an
expert study on the verification of the yearly calculations made by the
Directorate-General of the European Commission responsible for
statistics (Eurostat) of the amount of the European Union's liabilities
for pension and other employee benefits for 2017 and 2018.
The
Contract covers two annual exercises, 2017 and 2018. For this task, the
consultant will have to evaluate the defined benefit obligation at
year-end 2017 and 2018 of the Pension Scheme of European Officials
(PSEO), the Joint Sickness Insurance Scheme (JSIS), the Pension scheme
of Members of some European Institutions (PSMI) and the Statutory
Pension and Transitional allowance Scheme of Members of the European
Parliament (PSMEP), in accordance with the provisions of the
International Public Sector Accounting Standard (IPSAS) 25 “Employee
benefits”.
Eligible tasks
The following tasks shall be carried out by the contractor:
1. Development
of the methodological approach, including all variables and data to be
used to recalculate the actuarial liability of the PSEO, JSIS, PSMI and
PSMEP;
2. Testing
(and possible revision) of the methodological approach using data from
2017, resulting in the recalculation of the actuarial liabilities for
the PSEO, JSIS, PSMI and PSMEP for 2017, including an explanation of any
significant (over 2%) difference between the recalculated overall
actuarial liability for 2017, and the liability calculated by Eurostat's
experts;
3. Recalculation
of the actuarial liability of the PSEO, JSIS, PSMI and PSMEP for 2018
using the chosen methodology and data for 2018 and provision of an
explanation of any significant (over 2%) difference between the
recalculated overall actuarial liability for 2018, and the liability
calculated by Eurostat's experts;
4. Conclusions and recommendations on the calculation and methodology of the actuarial liability of the PSEO, JSIS, PSMI and PSMEP;
5. Assistance
to the Court in the clearance of the above-mentioned results, including
support to analyse comments received from the Commission and/or other
stakeholders and to draft corresponding replies, as well as preparation
of and participation in meetings with the Commission and/or other
stakeholders.
Eligible participants - Minimum conditions
Natural and legal persons from
one of the EU Member States and all natural and legal persons in a
third country which has a special agreement with the European Union in
the field of public procurement on the conditions laid down in that
agreement.
Each tenderer shall designate a pool of professionals matching the following minimum requirements:
6. At
least two actuarial consultants who have completed studies at degree
level in Actuarial Sciences, Mathematics, Statistics, Economics or
similar degrees and with at least three years of experience in the field of actuarial calculations.
7. At least one senior actuarial consultant who has completed studies at degree level in Actuarial Sciences, Mathematics, Statistics, Economics or similar degrees, and who
is a fully qualified actuary registered with a national actuary
institute/association/society or equivalent, and with at least seven
years of experience in the field of actuarial calculations.
8. At least one team member with high level IT programming skills (VBA for Excel, R languages).
The
team members assigned to the performance of the Contract must have an
excellent knowledge of the English or French language for both oral and
written production (level C1 of the European Framework of Reference for
Languages).
Funding conditions and duration
The estimated value is 250 000.00 EUR excluding VAT and is not subject to renewal.
The total duration of the tasks is between 01/03/2018 and 31/12/2019.
Deadline of proposals' submission
The deadline for submission of tenders is 11 December 2017.
If
you are interested in this contract, you are invited to submit a tender
in triplicate (one original and two stamped copies, in recto-verso
where possible) in one of the official languages of the European Union.
You may choose to submit tenders:
· either
by post or by courier service not later than 11/12/2017, in which case
the evidence of the date of dispatch shall be constituted by the
postmark or the date of the deposit slip, to the address indicated
below.
· or
delivered by hand not later than 5.00 pm on 11/12/2017 at the following
address: European Court of Auditors, Reception Desk Building K3, Rue
Tony Roilman, L-1468 Luxembourg. In this case, a receipt must be
obtained as proof of submission, signed and dated by the official at the
European Court of Auditor’s Reception Desk who took delivery.
The following label must be attached to the outer envelope of each tender:
European Court of Auditors
Reception Desk — Procurement Service
12, rue Alcide de Gasperi
L-1615 Luxembourg
INVITATION TO TENDER No AO 635
NOT TO BE OPENED BY THE RECEPTION DESK OR MAIL SERVICE
OR ANY UNAUTHORISED PERSON
Further information
Please find attached the documentation of the call for tenders.
More information is available at the following link: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=3008
Kind regards,
Flora
Flora Stavropoulou
Junior Officer
European Office of Cyprus
Rue du Luxembourg 3, 2nd floor
B-1000, Brussels
Tel/Fax: +32 (0) 2 280 22 85
E-mail: eoc.brussels2@ucy.ac.cy
THE GREEK TRANSLATION IS AVAILABLE AT THE FOLLOWING LINK: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=3008&locale=el
