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  • Open Procedures in direct management; or
  • Restricted Procedures (steps 1 and 2) in direct management; or
  • Negotiated Procedures (first and subsequent rounds on invitation) in direct management; or
  • Requests for Specific Contracts (under Framework Contracts SIEA 2018, AUDIT 2018, PSF 2019, EVA 2020 and , EVENTS 2020, and EOM 2021).

3.1.1 New Submission

You can start your submission for:

  • Open Procedures with submit a tender from the published call, and then New Submission on the eSubmission > Tender Data page of the portal (see below and Find and Participate in a Call);
  • Restricted Procedures step 1 with submit a request to participate from the published call, and then New Submission on the eSubmission > Tender Data page of the portal (see below and Find and Participate in a Call);
  • Requests for Specific Contracts (under Framework Contracts), Restricted Procedures step 2 or Negotiated Procedures first and subsequent rounds, following your invitation, by selecting the "Start New SubmissionCreate Tender" option from the Action button of the invitation on the portal, or New Submission on the eSubmission page of the portal (accessible via the link in the invitation e-mail/notification received) (see below and Manage My Invitations).

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Note

Please note that for Restricted Procedures step 2, you can access the restricted documents and Q&A directly from the Action button > "View the restricted documents and Q&A" option of the accepted invitation on the portal, and you will be redirected to the restricted area of the procedure.

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  • Requests for Specific Contracts (under Framework Contracts), by selecting the "Start New Submission" option from the Action button of the invitation on the portal, or New Submission on the eSubmission page of the portal (accessible via the link in the invitation e-mail/notification received) (see below and Manage My Invitations).

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Note

Please note that for Requests for Specific Contracts (under Framework Contracts), following your invitation, you will need to acknowledge receipt and express willingness to participate before starting your submission for Requests for Specific Contracts (under Framework Contracts), following your invitation, you will need to acknowledge receipt and express willingness to participate before starting your submission (see below and Manage My Invitations).

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(*) For the Framework Contract PSF 2019, and for duly justified exceptional cases subject to pre-approval by the Director of Service for Foreign Policy Instruments, the deadline for the submission of the offers can be halved to 7 or 15 calendar days respectively, and depending on the maximum budgeted amount
Framework ContractSubmission Deadline

SIEA 2018
  • 14 calendar days for a maximum budgeted amount below 300,000 EUR; or
  • 30 calendar days for a maximum budgeted amount of 300,000 EUR and above.


AUDIT 2018For a Request for Specific Contract under the Framework Contract AUDIT 2018, the deadline for submission is min. 21 calendar days, but can be increased or decreased. If decreased, an agreement is required from the tenderers after the sending of the Request for Specific Contract.

PSF 2019 *
  • 14 calendar days for a maximum budgeted amount below 300,000 EUR; or 30 calendar days for a maximum budgeted amount of 300,000 EUR and abovecalendar days for a maximum budgeted amount below 300,000 EUR; or
  • 30 calendar days for a maximum budgeted amount of 300,000 EUR and above.

For a Request for Specific Contract under the Framework Contract PSF 2019, and for duly justified exceptional cases subject to pre-approval by the Director of Service for Foreign Policy Instruments, the deadline for the submission of the offers can be halved to 7 or 15 calendar days respectively, and depending on the maximum budgeted amount.



EVA 2020For a Request for Specific Contract under the Framework Contract EVA 2020, the deadline for submission is min. 21 calendar days, but can be increased or decreased. If decreased, an agreement is required from the Contractors after the sending of the Request for Specific Contract.

EVENTS 2020
  • 14 calendar days for a maximum budgeted amount below 300,000 EUR; or
  • 30 calendar days for a maximum budgeted amount of 300,000 EUR and above.


EOM 2021

For

a Request for Specific Contract under

the Framework Contract EOM 2021, the allocated time for the submission of the offers ismin. 14 calendar days,but can be increased or decreased. Only in exceptional and duly justified cases can the Request for Services have a shorter period of submission of offers, but under no circumstances can this deadline be shorter than 7 calendar days.




3.3 Tender Procedure

Following a new submission (or resuming a draft submission), you will be automatically redirected to the eSubmission > Tender Procedure page of the submission.

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  • PartiesIdentification of the participant(s).
  • Tender DataFormulation of the financial offer/breakdown and uploading of required documents.

Validation

  • Financial Offer PreviewPreview of the financial offer (not for Framework Contracts AUDIT 2018 or , EVENTS 2020 and EOM 2021, as the Financial Breakdown (Financial Offer) is uploaded in the previous Tender Data step).
  • Pre-financingRequest pre-financing and bank guarantee requirements (not applicable for public procurement procedures, nor for Framework Contract AUDIT 2018 as the pre-financing is always 0% for AUDIT Contracts).

Submission

  • Submission Reportgenerated summary report of submission and uploaded documents
  • Submitsubmission of the offer/tender

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The type of information required is determined based on the procedure type (Specific Contract under Framework Contract – SIEA 2018, AUDIT 2018, PSF 2019, EVA 2020 and , EVENTS 2020 and EOM 2021), as well as the payment modality (Fee-based or Global Price).

Info

Please note that for Framework Contracts AUDIT 2018PSF 2019 (Lot 1 and 3) and EVA 2020, the payment modality is always Global Price, so only view the Global Price section below (if the case).

Warning

WARNING: For the Framework Contracts AUDIT 2018 and , EVENTS 2020 and EOM 2021 (Lot 1 and 2) – No Financial Offers will be generated in the Funding and Tenders Portal for the Request for Service, as the Financial Offer (Financial Breakdown) is uploaded directly to the system as a document in the Financial Breakdown tab (please view Document Upload below).

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Same as above, but for the whole expert team (i.e. not as per individual).

Note

For FWC Framework Contract AUDIT 2018 and , EVENTS 2020 (Global Price only)and EOM 2021 – Only the offer amount (total amount) is required. If taxes are to be charged to the Contracting Authority, then the total taxes amount must also be indicated (zero if exempt from taxes).

If you enter a total tender amount exceeding the maximum contract amount, then a warning message will be displayed, but it will not block the submission process.

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Warning

REMINDER:

For Request for Services under Framework Contracts AUDIT 2018 and , EVENTS 2020 and EOM 2021, never add the Financial Offer (Financial Breakdown) to any other document to be uploaded to the system.

The Financial Breakdown of the offer must imperatively be uploaded in the designated "Financial Breakdown" tab!

Type of Document

Framework Contract

SIEA 2018

AUDIT 2018

PSF 2019

EVA 2020EVENTS 2020EOM 2021

Methodology (including annexes)

Yes – unless stated otherwise in ToRs

No – unless requested in Request for Service

Yes – unless stated otherwise in ToRs

YesYes
  • Lot 1 – Yes
  • Lot 2 – No (Yes only if requested)

Composition of the Team (Organisation)

No

Yes

No

YesYes
  • Lot 1 – Yes
  • Lot 2  (fee-based) – Yes
  • Lot 2 (global price) – No (Yes only if requested)

Curriculum Vitae (per expert)

Yes

Yes

Yes

YesYes - only if Experts are requested/required
  • Lot 1 – Yes
  • Lot 2  (fee-based) – Yes
  • Lot 2 (global price) – No (Yes only if requested)

Statement of Availability and Exclusivity (SoEA –

per expert)

per expert)

Yes

No

Yes

YesNo
  • Lot 1 – Yes
  • Lot 2  (fee-based) – Yes
  • Lot 2 (global price) – No (Yes only if requested)

Financial Offer (Financial Breakdown)

No - generated by the system

Yes

No - generated by the system

No - generated by the systemYesYes

Pricing Methodology

Yes

No

No

NoNoNo


Once you have verified the information and have uploaded the required documents, click on the “Save” button and then on the “Next” button at the bottom of the page to continue to the Financial Offer Preview step, or the “Back” button to modify any previous information.

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Note

There is no Financial Offer Preview step for Framework Contracts AUDIT 2018 and , EVENTS 2020 and EOM 2021, as the Financial Breakdown is uploaded as a document in the previous Tender Data step.

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The proposed and default pre-financing amount will be indicated, and is calculated based on your Financial Offer and the maximum pre-financing allowed, which depends on the type of Framework Contract and payment modality (i.e. fee-based or global price – see summary table below).


Framework Contract

Payment Modality

max. Pre-financing (%)

SIEA 2018

Fee-based

20%

Global Price

40%

AUDIT 2018

Global Price

0%

PSF 2019

Fee-based

20%

Global Price

40%

EVA 2020

Global Price

40%

EVENTS 2020
Fee-based20%
EOM 2021 - Lot 1
Fee-based70%
EOM 2021 - Lot 2

Fee-based60%
Global Price60%


The request of a bank guarantee will also be indicated (if required).

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