TECHNICAL SUPPORT FOR THE DEVELOPMENT AND UPDATE OF EUROMOD – 26 LOTS

I'll search for all selection criteria across the documents to ensure comprehensive coverage.```json [ { "lot": "Lot 1: Support to EUROMOD for Austria", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 1: Support to EUROMOD for Austria: EUR 32,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 2: Support to EUROMOD for Belgium", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 2: Support to EUROMOD for Belgium: EUR 29,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 3: Support to EUROMOD for Bulgaria", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 3: Support to EUROMOD for Bulgaria: EUR 12,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 4: Support to EUROMOD for Croatia", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 4: Support to EUROMOD for Croatia: EUR 16,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 5: Support to EUROMOD for Cyprus", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 5: Support to EUROMOD for Cyprus: EUR 20,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 6: Support to EUROMOD for Czechia", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 6: Support to EUROMOD for Czechia: EUR 21,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 7: Support to EUROMOD for Denmark", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 7: Support to EUROMOD for Denmark: EUR 28,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 8: Support to EUROMOD for Estonia", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 8: Support to EUROMOD for Estonia: EUR 21,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 9: Support to EUROMOD for Finland", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 9: Support to EUROMOD for Finland: EUR 29,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 10: Support to EUROMOD for France", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 10: Support to EUROMOD for France: EUR 25,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 11: Support to EUROMOD for Germany", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 11: Support to EUROMOD for Germany: EUR 32,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 12: Support to EUROMOD for Greece", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 12: Support to EUROMOD for Greece: EUR 24,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 13: Support to EUROMOD for Hungary", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 13: Support to EUROMOD for Hungary: EUR 18,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 14: Support to EUROMOD for Ireland", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 14: Support to EUROMOD for Ireland: EUR 31,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 15: Support to EUROMOD for Italy", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 15: Support to EUROMOD for Italy: EUR 28,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_capacity": "1 expert in microsimulation, functioning of the tax-benefit system and fiscal policy analysis. Relevant higher education degree or equivalent professional experience, and experience in the use of Stata. Note: The specified individual is not necessarily to be assigned to the contract; the sole purpose of this selection criterion is to determine whether the tenderer has the capacity to implement the contract." } ] }, { "lot": "Lot 16: Support to EUROMOD for Latvia", "criteria": [ { "criteria_title": "3.2.1 Legal and Regulatory Capacity", "description": "Tenderers can be natural or legal persons. Tenderers are not obliged to take a specific legal form in order to submit their tenders. Tenderers do not need to prove specific legal and regulatory capacity to perform the contract.", "basis_for_assessment": "Not provided", "evidence": "Evidence of legal existence and status (see Section 2.3) — only upon request by the EU Validation services, at any time during the procedure, in the Participant Register.", "minimum_level_of_capacity": "Not provided" }, { "criteria_title": "3.2.2 Economic and Financial Capacity – Criterion F1", "description": "Tenderers must comply with the following selection criteria in order to prove that they have the necessary economic and financial capacity to perform the contract.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. a consolidated assessment of the combined capacities of all involved entities will be carried out.", "evidence": "Copy of the profit and loss accounts and balance sheets for the last two years for which accounts have been closed from each concerned involved entity, or, failing that, appropriate statements from banks. The most recent year must have been closed within the last 18 months.", "minimum_level_of_capacity": "Average yearly turnover of the last two financial years for which accounts have been closed: Lot 16: Support to EUROMOD for Latvia: EUR 17,000" }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T1", "description": "The tenderer must prove experience in: - the field of tax-benefit microsimulation, - the functioning of the tax-benefit system of the country(ies) for which it applies, - collecting information on tax-benefit rules and statistics, - the use of microdata (such as EU-SILC and HBS), - the use of the Stata statistical software.", "basis_for_assessment": "This criterion applies to the tenderer as a whole, i.e. the consolidated assessment of combined capacities of all involved entities will be carried out.", "evidence": "A list of contracts/projects meeting the minimum level of capacity. The list shall include details of their start and end date, total contract/project amount and scope, role and amount invoiced. In case of contracts/projects still on-going only the portion completed during the reference period will be taken into consideration.", "minimum_level_of_capacity": "At least 1 similar (in scope and complexity) contracts/projects completed in the last five years preceding the tender submission deadline. Multiple contracts/projects covering partial aspects of the above indicated fields will be also accepted as far as the whole scope is covered." }, { "criteria_title": "3.2.3 Technical and Professional Capacity – Criterion T2", "description": "A team of persons proposed to carry out the tasks described in the Technical Specifications document (Tender specifications - part 2), with expertise in the fields of microsimulation, functioning of the tax-benefit system and fiscal policy analysis.", "basis_for_assessment": "This criterion applies to the tenderer as a whole (consolidated assessment) - the combined capacities of all members of the group in case of a joint tender, all subcontractors and all entities on whose capacity is relied for the fulfilment of this criterion.", "evidence": "For the expert profile, the tenderer must provide the CV (preferably in Europass format) meeting the minimum capacity levels for this criterion. In case the professional qualification criteria are met, a person can take several roles in the project, but also a bigger project team can be specified. It is reminded that freelancing qualifies as subcontracting. In the case of involving external experts, the precise contractual link with the tenderer must be specified.", "minimum_level_of_