Actuarial Calculations of Social Benefits of Personnel of EU Institutions

The Staff Regulations and Conditions of Employment of Other Servants of the European Union, in art. 13.2 of Annex XII, require Eurostat to be assisted by one or more qualified independent experts in carrying out its actuarial assessments. These calculations form part of a wider set of actuarial work carried …

CPV: 79330000 Servicios estadísticos
Lugar de ejecución:
Actuarial Calculations of Social Benefits of Personnel of EU Institutions
Organismo adjudicador:
European Commission, DG ESTAT - Eurostat
Número de premio:
EC-ESTAT/2024/OP/0004

1. Buyer

1.1 Buyer

Official name : European Commission, DG ESTAT - Eurostat
Legal type of the buyer : EU institution, body or agency
Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : Actuarial Calculations of Social Benefits of Personnel of EU Institutions
Description : The Staff Regulations and Conditions of Employment of Other Servants of the European Union, in art. 13.2 of Annex XII, require Eurostat to be assisted by one or more qualified independent experts in carrying out its actuarial assessments. These calculations form part of a wider set of actuarial work carried out by Eurostat under the general heading of "Actuarial calculations of social benefits of personnel of EU institutions". In addition, DG BUDG and the relevant EU Institutions have mandated Eurostat to perform a number of actuarial calculations related to other social benefits of the personnel and members of EU Institutions:  the pension scheme of Members of the European Parliament (PSMEP),  the pension scheme of Members of other EU Institutions (PSMI) (Commissioners, Judges, Council General-Secretariat, Members of the European Court of Auditors, European Ombudsman),  the Joint Sickness Insurance Scheme (JSIS),  the calculations related to art.142 of the UK Withdrawal Agreement (BREXIT). The results of the above calculation are included in the yearly accounts of EU institutions. Finally, Eurostat assists DG HR in the framework of the reform of the SR, and in tasks like the projection of the PSEO pension expenditure, the Unemployment Insurance Scheme, estimation of the JSIS annual contribution rate. Technical assistance from independent and qualified experts is essential, and legally compulsory in the case of the PSEO assessment.
Procedure identifier : 54a6dd3d-5439-4d05-a6a5-b2a89fd32cfe
Previous notice : 339182-2024
Internal identifier : EC-ESTAT/2024/OP/0004
Type of procedure : Open
Justification for the accelerated procedure :
Main features of the procedure :

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 79330000 Statistical services

2.1.3 Value

Estimated value excluding VAT : 1 148 450 Euro

2.1.4 General information

Legal basis :
Regulation (EU, Euratom) 2018/1046

5. Lot

5.1 Lot technical ID : LOT-0001

Title : Actuarial Calculations of Social Benefits of Personnel of EU Institutions
Description : The Staff Regulations and Conditions of Employment of Other Servants of the European Union, in art. 13.2 of Annex XII, require Eurostat to be assisted by one or more qualified independent experts in carrying out its actuarial assessments. These calculations form part of a wider set of actuarial work carried out by Eurostat under the general heading of "Actuarial calculations of social benefits of personnel of EU institutions". In addition, DG BUDG and the relevant EU Institutions have mandated Eurostat to perform a number of actuarial calculations related to other social benefits of the personnel and members of EU Institutions:  the pension scheme of Members of the European Parliament (PSMEP),  the pension scheme of Members of other EU Institutions (PSMI) (Commissioners, Judges, Council General-Secretariat, Members of the European Court of Auditors, European Ombudsman),  the Joint Sickness Insurance Scheme (JSIS),  the calculations related to art.142 of the UK Withdrawal Agreement (BREXIT). The results of the above calculation are included in the yearly accounts of EU institutions. Finally, Eurostat assists DG HR in the framework of the reform of the SR, and in tasks like the projection of the PSEO pension expenditure, the Unemployment Insurance Scheme, estimation of the JSIS annual contribution rate. Technical assistance from independent and qualified experts is essential, and legally compulsory in the case of the PSEO assessment.
Internal identifier : EC-ESTAT/2024/OP/0004

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 79330000 Statistical services

5.1.3 Estimated duration

Duration : 48 Month

5.1.4 Renewal

The buyer reserves the right for additional purchases from the contractor, as described here : The contract is concluded for an initial period of 12 (twelve) months, renewable 3 (three) time(s). Please consult the draft contract in the procurement documents.

5.1.5 Value

Estimated value excluding VAT : 1 148 450 Euro

5.1.6 General information

Procurement Project fully or partially financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes

5.1.10 Award criteria

Criterion :
Type : Quality
Name :
Description : Please consult the procurement documents.
Weight (percentage, exact) : 60
Criterion :
Type : Price
Name :
Description : Please consult the procurement documents.
Weight (percentage, exact) : 40
Description of the method to be used if weighting cannot be expressed by criteria :
Justification for not indicating the weighting of the award criteria :

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : Court of Justice of the European Union
Organisation signing the contract : European Commission, DG ESTAT - Eurostat
TED eSender : European Commission

6. Results

Value of all contracts awarded in this notice : 419 060 Euro

6.1 Result lot ldentifier : LOT-0001

At least one winner was chosen.

6.1.2 Information about winners

Winner :
Leader of tendering party : Anyfanti Risk and Actuarial Services
Official name : Olivieri Associati - Actuarial and Finance
Tender :
Tender identifier : Joint tender led by Anras P.C.
Identifier of lot or group of lots : LOT-0001
Contract information :
Identifier of the contract : 2024.0143 ESTAT
Date on which the winner was chosen : 25/11/2024
Date of the conclusion of the contract : 11/12/2024
The contract is awarded within a framework agreement : no
Information about European Union funds
Name of EU-financed project or programme : Single Market Programme, including COSME, ISA2, ESP, consumer involvement in fin. Services, financial reporting, Health, Food and Feed, consumer programme (2021/2027)
Organisation signing the contract : European Commission, DG ESTAT - Eurostat

6.1.4 Statistical information

Received tenders or requests to participate :
Type of received submissions : Tenders submitted electronically
Number of tenders or requests to participate received : 10

8. Organisations

8.1 ORG-0001

Official name : European Commission, DG ESTAT - Eurostat
Registration number : COM
Department : ESTAT.C - Macro-economic statistics
Postal address : Bâtiment Bech building (BECH), rue Alphonse Weicker 5
Town : Luxembourg
Postcode : L-2721
Country subdivision (NUTS) : Luxembourg ( LU000 )
Country : Luxembourg
Telephone : +32 2 299 11 11
Roles of this organisation :
Buyer
Organisation signing the contract

8.1 ORG-0002

Official name : Court of Justice of the European Union
Registration number : CURIA
Postal address : Rue du Fort Niedergrünewald
Town : Luxembourg
Postcode : L-2925
Country subdivision (NUTS) : Luxembourg ( LU000 )
Country : Luxembourg
Telephone : +352 4303-1
Internet address : http://curia.europa.eu
Roles of this organisation :
Review organisation

8.1 ORG-0003

Official name : European Commission
Registration number : EUCOM
Postal address : Mondrian (CDMA), Rue du Champ de Mars 21
Town : Brussels
Postcode : B-1050
Country subdivision (NUTS) : Arr. de Bruxelles-Capitale/Arr. Brussel-Hoofdstad ( BE100 )
Country : Belgium
Telephone : +32 2 299 11 11
Roles of this organisation :
TED eSender

8.1 ORG-0004

Official name : Anyfanti Risk and Actuarial Services
Registration number : EL801222106
Postal address : 3 Sabbagh Khoury, Marousi
Town : Athens
Postcode : 151 25
Country subdivision (NUTS) : Extra-Regio NUTS 3 ( ELZZZ )
Country : Greece
Telephone : +306937354469
Roles of this organisation :
Tenderer
Group leader
Winner of these lots : LOT-0001

8.1 ORG-0005

Official name : Olivieri Associati - Actuarial and Finance
Registration number : IT10741671001
Postal address : Via Alberico II, n. 35
Town : Roma
Postcode : 00193
Country subdivision (NUTS) : Extra-Regio NUTS 3 ( ITZZZ )
Country : Italy
Telephone : +390697614458
Roles of this organisation :
Tenderer
Winner of these lots : LOT-0001

11. Notice information

11.1 Notice information

Notice identifier/version : fa65e60e-5aea-4926-a55c-a0c63e8510f4 - 01
Form type : Result
Notice type : Contract or concession award notice – standard regime
Notice dispatch date : 19/12/2024 17:39 +01:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00786997-2024
OJ S issue number : 249/2024
Publication date : 23/12/2024