Information

Tender reference number	JUST/2014/JCOO/PR/CIVI/0160.
Title	Study on the electronic European Certificate of Succession, national registers of the European Certificate of Succession and wills, and their interconnection.
Description	This study is carried out in view of the forthcoming application on 17.8.2015 of the EU Succession Regulation, and its objective is threefold:1) to map the landscape of current and/or planned initiatives in EU Member States concerning ECS and, in particular:(i) the issuing of ECS as an electronic document;(ii) the registration of ECS (as an electronic or paper document);(iii) the interconnection of Member State registers of ECS;2) to map the landscape of current and/or planned initiatives in EU Member States concerning national dispositions of property upon death (including wills) and, in particular:(i) the registration of dispositions of property upon death (including wills);(ii) the interconnection of Member State registers of dispositions of property upon death (including wills);3) to consult stakeholders on their needs and expectations with regard to the abovementioned matters.
Contract type	Services
Procedure type	Open procedure
Status	Closed
Published on TED
Submission Method	Electronic
Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)	Public contract
Address of the buyer profile: (URL)
Award method	N/A

Conditions for participation

Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers	See tender specifications.
Economic and financial ability - information and formalities necessary for evaluating if the requirements are met	In order to prove their financial and economic capacity, the tenderers (i.e. in the case of a joint tender, the combined capacity of all members of the consortium and identified subcontractors) must show that their annual consolidated turnover exceeds 250 000 EUR (average for the past 3 years).The following evidence should be provided:— the completed ‘Simplified balance sheet’ and ‘Simplified profit and loss account’ completed for the last 3 years,— copy of the profit and loss account and balance sheet for the last 3 years for which accounts have been closed,— failing that, appropriate statements from banks,— if applicable, evidence of professional risk indemnity insurance.If, for some exceptional reason which the contracting authority considers justified, a tenderer is unable to provide one or the other of the above documents, he or she may prove his or her economic and financial capacity by any other document which the contracting authority considers appropriate. In any case, the contracting authority must at least be notified of the exceptional reason and its justification in the tender. The Commission reserves the right to request any other document enabling it to verify the tenderer's economic and financial capacity.
Economic and financial ability - Minimum level(s) of standards possibly required	See above.
Technical capacity - information and formalities necessary for evaluating if the requirements are met	a. Criteria relating to the team delivering the service:The team delivering the service should include, as a minimum, the following profiles:project manager: at least 5 years of experience in project management, including overseeing project delivery, quality control of delivered service, client orientation and conflict resolution experience in projects of a similar size (at least 200 000 EUR) and coverage (geographical scope at least half of the 1 subject to this call for tender), with experience in management of a team of at least 10 people;language capacity: at least 1 member of the team should have native-level language skills in English or equivalent, as guaranteed by a certificate or past relevant experience. The team must demonstrate its capacity to draft reports in English and French;experts in the field of succession law: in the offer, the contractor should propose a team of experts capable of undertaking the proposed analysis and jointly covering all Member States. Proposed experts should have university degrees in law or equivalent and at least 5 years of legal experience in relation to succession law. The team should include experts with relevant experience in the field of succession law, including substantive as well as procedural succession law, as well as expertise in matters concerning wills and similar testamentary instruments;team for data collection: the team should consist of researchers, with as a minimum a university degree or equivalent together with at least 3 years of experience in data collection techniques.If several service providers/subcontractors are involved in the bid, they must jointly have the professional and technical capacity to perform the tasks assigned to them.b. Means of proof:The following evidence should be provided to fulfil the above criteria:1. tenderers should provide with their offer detailed curriculum vitae of each staff member responsible for carrying out the work, including his or her educational background, degrees and diplomas, professional experience, research work, publications and linguistic skills. The CVs shall be presented, preferably, in accordance with the Commission Recommendation on a common European format for curricula vitae, published in OJ L 79 of 22.3.2002, p. 66;2. a list of the principal services provided of the same type to demonstrate the above requirements, with the sums, dates and recipients, whether public or private, of the services provided, together with certificates issued or countersigned by public authorities or by private clients or, failing this, simply declared by the service provider to have been effected;3. part of the contract which the service provider intends to subcontract.Subcontractors must provide a letter of intent stating their willingness to provide the service foreseen in the offer and in line with the present tender specifications.
Technical capacity - Minimum level(s) of standards possibly required	See above.

Milestones

TED publication date	14/08/2015 00:00
Time limit for receipt of requests for documents or accessing documents	21/09/2015 23:59
Question deadline	21/09/2015 23:59 UTC+02:00
Answer deadline	22/09/2015 00:00 UTC+02:00
Time limit for receipt of tenders	28/09/2015 12:00
Conditions for opening tenders (date)	30/09/2015 10:30

Lots

The call for tenders has no lots.

Notices

Reference	Notice type	Publication date
2015/S 156-286241	Contract notice	14/08/2015 00:00