Outsourcing of the preparation of the summaries of data on Financial Instruments under Shared Management in 2014-2020

This summary presents a comprehensive overview of a planned tender opportunity announced by the European Commission, specifically the Directorate-General for Regional and Urban Policy (DG REGIO). It pertains to the outsourcing of the preparation of summaries of data related to Financial Instruments under Shared Management for the period of 2014-2020. The objective of the contract is to assist the European Commission in identifying potential data quality issues submitted by managing authorities. Additionally, the contractor will draft a final summary based on the data available at the conclusion of the programming period and create a 15-page document outlining conclusions regarding the contributions of financial instruments to cohesion policy throughout the 2014-2020 period. These outputs will be made publicly available.

The contract is characterized as a low or middle value procurement and will have a maximum duration of 15 months. It is important to note that this is a pre-information notice, rather than an official call for tenders, with plans for a negotiated procedure expected to be launched. The expression of interest phase will open on June 30, 2025, and close on August 5, 2025. The indicative launch date for the negotiated procedure is September 1, 2025.

Eligible applicants are anticipated to include consulting firms, research organizations, and possibly large enterprises that specialize in financial data analysis, evaluation, and reporting related to EU cohesion policy. A notable aspect of the opportunity is that it does not specify a consortium requirement, implying that single applicants can apply.

The geographic scope is generally assumed to be EU-wide, consistent with the nature of the contracting authority. The primary target sector relates to finance, particularly focusing on the evaluation and reporting of financial instruments under EU cohesion policy.

Details regarding the funding amount remain unspecified, as is the case with expected success rates and whether co-funding will be required. The application will be processed through an open call via electronic submission.

In summary, interested organizations are encouraged to monitor this opportunity as the expression of interest phase approaches. The main classification code for this tender is 79000000, which encompasses business services, underlining the consulting and analytical nature of the work anticipated from the successful contractor.

This is a pre-information notice, announcing the planned launch of a negotiated procedure for a low or middle value contract. It is not a call for tenders. The procedure identifier is EC-REGIO/2025/LVP/0021-EXA. The title of the planned call is "Outsourcing of the preparation of the summaries of data on Financial Instruments under Shared Management in 2014-2020". The contracting authority is the European Commission, DG REGIO Regional and Urban Policy. The objective of the contract is to assist the Commission in identification of possible data quality issues in information submitted by the managing authorities, to prepare a draft final summary based on the data at closure of programming period 2014-2020, which would address where possible such shortcomings and provide a final overview of financial instruments by the end of the programming period, as well as draft a 15-page document with conclusions on the contribution of financial instruments to the objectives of cohesion policy during 2014-2020 period. The data, the analysis and verification of them, as well as the concluding reports will be published for the public. The procedure type is a planned negotiated procedure for a middle/low value contract. The estimated total value is not specified. The nature of the contract is for services. The maximum contract duration is 15 months. There is no framework agreement. The start date for expression of interest is 2025-06-30 Europe/Brussels. The deadline for expression of interest is 05/08/2025 04:59 Europe/Brussels. The indicative date of launch of the negotiated procedure is 2025-09-01 Europe/Brussels. The method of expression of interest is electronic. To express interest, use the "Express interest" link. Submissions must be sent exclusively at the address for submission given. The main classification (CPV) code is 79000000 Business services: law, marketing, consulting, recruitment, printing and security.

A question was asked regarding where to find procurement documents for calls for tenders with ‘ExA' in the reference. The answer clarifies that references featuring ‘ExA’ are not calls for tenders but announcements of the contracting authority’s intent to launch a low or middle negotiated procedure in the future. This answer was published on 03/10/2024 at 16:32.

In summary, this is a pre-information notice from the European Commission, DG REGIO, announcing a future negotiated procedure for a low or middle value contract. The project aims to outsource the preparation of summaries of data on Financial Instruments under Shared Management in the 2014-2020 programming period. The contractor will assist in identifying data quality issues, preparing a draft final summary, and drafting a concluding report on the contribution of financial instruments to cohesion policy objectives. The expression of interest phase is scheduled to begin on June 30, 2025, with a deadline of August 5, 2025. The negotiated procedure is expected to launch around September 1, 2025. Interested parties should express their interest electronically through the provided link. It is important to note that this announcement is not a call for tenders, but rather a notification of an upcoming opportunity.

Eligible Applicant Types: The eligible applicant types are not explicitly stated, but based on the nature of the contract, it is likely that suitable applicants would include consulting firms, research organizations, or other entities with expertise in financial data analysis, evaluation, and reporting related to EU Cohesion Policy and Financial Instruments.

Funding Type: This is a procurement opportunity, specifically a planned negotiated procedure for a middle/low value contract. The nature of the contract is for services.

Consortium Requirement: The information does not explicitly state whether a single applicant or a consortium is required. It is possible that either a single applicant or a consortium could be eligible, depending on the specific requirements outlined in the future call for tenders.

Beneficiary Scope (Geographic Eligibility): The geographic eligibility is not explicitly stated, but since the contracting authority is the European Commission, DG REGIO, it is highly likely that the eligible applicants would be from the EU member states.

Target Sector: The target sector is related to financial instruments, EU Cohesion Policy, data analysis, evaluation, and consulting services. Specifically, it focuses on the preparation of summaries of data on Financial Instruments under Shared Management in 2014-2020.

Mentioned Countries: No specific countries are mentioned, but the context implies that the opportunity is relevant to EU member states, as it concerns the EU Cohesion Policy and Financial Instruments under Shared Management.

Project Stage: The project stage is focused on the finalization and evaluation of the 2014-2020 programming period. It involves analyzing existing data, identifying data quality issues, preparing a final summary report, and drafting conclusions on the contribution of financial instruments.

Funding Amount: The funding amount is described as a "middle/low value contract," but the estimated total value is not specified.

Application Type: The application type is a planned negotiated procedure. The first step involves an expression of interest, which must be submitted electronically. The actual call for tenders will be launched at a later date.

Nature of Support: The beneficiaries will receive money in exchange for providing services, specifically the preparation of summaries of data and related analysis and reporting.

Application Stages: The application process appears to involve at least two stages: first, an expression of interest, and second, participation in the negotiated procedure after the call for tenders is launched.

Success Rates: The success rates cannot be determined from the provided information, as this is just an announcement of a planned future call for tenders.

Co-funding Requirement: The information does not specify whether co-funding is required.

Summary:

This is an announcement from the European Commission, DG REGIO, regarding a planned call for tenders for "Outsourcing of the preparation of the summaries of data on Financial Instruments under Shared Management in 2014-2020." This is not a call for tenders yet, but rather a pre-announcement. The objective of the contract is to assist the Commission in identifying data quality issues, preparing a draft final summary of financial instruments data at the closure of the 2014-2020 programming period, and drafting a 15-page document with conclusions on the contribution of financial instruments to the objectives of cohesion policy during that period. The procedure type is a planned negotiated procedure for a middle/low value contract. The maximum contract duration is 15 months. The start date for expression of interest is 2025-06-30, and the deadline for expression of interest is 2025-08-05. The indicative date of launch of the negotiated procedure is 2025-09-01. Interested parties should submit an electronic expression of interest. The main classification (CPV) code is 79000000, which relates to business services: law, marketing, consulting, recruitment, printing and security. The data, analysis, verification, and concluding reports will be published for the public.