SERVICE PROCUREMENT NOTICE

TECHNICAL ASSISTANCE FOR FURTHER DEVELOPMENT OF THE CAPITAL MARKETS BOARD OF TURKEY (CMB)

 Location - Turkey

1. Publication reference

EuropeAid/121141/D/SV/TR

2. Procedure

International Restricted

3. Programme

The National Pre-Accession Financial Assistance Programme for Turkey 2004

4. Financing

Item 22.02.04.01 of the General Budget of the EC

5. Contracting Authority

Central Finance and Contracts Unit (CFCU)

 


CONTRACT SPECIFICATION

6. Nature of contract

Global price

7. Contract description

Technical assistance for assisting the Capital Markets Board of Turkey (CMB) to comply fully with European Union capital markets standards; i) to prepare a strategic plan of IT for the next three years, ii) to improve the data gathering system of the CMB and make it online/electronically, iii) to improve the surveillance system of capital markets and iv) to develop the capital markets in Turkey.

The Technical Assistance Team (TAT) is expected to provide services for the following components:

Component 1: Strategic Information Systems Plan (SISP)

The overall aim of this plan is to support the usage of information technology across all major functions, departments and business areas, to eliminate the gaps and to avail of strategic technologies.

Component 2: Electronic Application and Data Gathering System (EDGAS)

The aim of this component is to collect and disclose financial statements, balance sheets and special circumstances of publicly held companies and intermediaries via Internet.

Component 3: Advanced Surveillance System (Asur)

The aim of this component is to enhance the efficiency of market surveillance process at both the CMB and the Istanbul Stock Exchange (ISE).

8. Numbers and titles of lots

N/A

9. Maximum budget

€ 450.000

10. Scope for additional services

N/A

 


CONDITIONS OF PARTICIPATION

11. Eligibility

Participation is open  to all  legal persons of the EU Member States and the countries and territories of the regions covered and/or authorised by the Regulations on access to Community external assistance and  other specific instruments applicable to the programme under which the contract is financed (see also item 30 below). Participation of natural persons is directly governed by the specific instruments applicable to the programme under which the contract is financed[1].

12. Candidature

All eligible natural and legal persons (as per item 11 above) or groupings of such persons (consortia) may apply.

A consortium may be a permanent, legally-established grouping or a grouping which has been constituted informally for a specific tender procedure.  All members of a consortium (ie, the leader and all other members) are jointly and severally liable to the Contracting Authority.

The participation of an ineligible natural or legal person (as per item 11) will result in the automatic exclusion of that person.  In particular, if that ineligible person belongs to a consortium, the whole consortium will be excluded.

13. Number of applications

No more than one application can be submitted by a natural or legal person (including legal persons within the same legal group), whatever the form of participation (as an individual legal entity or as leader or partner of a consortium submitting an application). In the event that a natural or legal person (including legal persons within the same legal group) submits more than one application, all applications in which that person (and legal persons within the same legal group) has participated will be excluded.

14. Shortlist alliances prohibited

Any tenders received from candidates comprising firms other than those mentioned in the short-listed application forms will be excluded from this restricted tender procedure. Short-listed candidates may not form alliances or subcontract to each other for the contract in question.

15. Grounds for exclusion

As part of the application form, candidates must submit a statement to the effect that they are not in any of the exclusion situations listed in Section 2.3.3 of the Practical Guide to contract procedures financed from the General Budget of the European Communities in the context of external actions (available from following Internet address: http://europa.eu.int/comm/europeaid/index_en.htm).

16. Sub-contracting

Subcontracting is allowed up to 30 % of the total contract value.

17. Number of candidates to be short-listed

On the basis of the applications received, at least 4 and at most 8 candidates will be invited to submit detailed tenders for this contract.

 

 


PROVISIONAL TIMETABLE

18. Provisional date of invitation to tender

July 2006

19. Provisional commencement date of the contract

November 2006

20. Initial period of execution and possible extension of the contract

6 months. No extension is foreseen for the contract.

 


SELECTION AND AWARD CRITERIA

21. Selection criteria

The following selection criteria will be applied to candidates. In the case of applications submitted by a consortium, these selection criteria will be applied to the consortium as a whole:

1) Economic and financial standing of candidate [based on item 3 of the application form]

(a)    The average annual turnover of the candidate in 2004 and 2005 must exceed € 500.000.

(b)    The average of cash and cash equivalents of the candidate at the beginning and end of each year must be positive in 2004 and 2005. In the case of non-profit organizations bidding for the contract, they will have to demonstrate no loss in those years.

2) Professional capacity of candidate [based on items 4 and 5 of the application form]

At least 5 of all staff working for the candidate in 2006 in fields of specialization related to this contract are permanent.

3) Technical capacity of candidate [based on items 5 and 6 of the application form]

(a) The Candidate should have completed at least two projects of at least the same budget (proportion carried out by the candidate) technical assistance within the last 3 years (2003, 2004 and 2005) and this year until the submission deadline of this application.

(b) The Candidate should have completed at least one project related to information systems particularly data gathering or information portals, and one project related to market analyzing and monitoring in the last 3 years (2003, 2004 and 2005) and this year until the submission deadline of this application.

If more than 8 eligible candidates meet the above selection criteria, the relative strengths and weaknesses of the applications of these candidates must be re-examined to identify the eight best applications for the tender procedure. The only factor which will be taken into consideration during this re-examination will be the number of occurrences of technical criteria 3(b).

22. Award criteria

As specified in the tender dossier annexed to the letter of invitation to tender which will be sent to short-listed candidates.

 


APPLICATION

23. Deadline for receipt of applications

17:00 hrs (local time-Turkey) on 12.07.2006

Any application received after this deadline will not be considered.

24. Application format and details to be provided

Applications must be submitted using the standard application form (available from the following Internet address: http://europa.eu.int/comm/europeaid/index_en.htm), whose format and instructions must be strictly observed.

Any application which does not observe these provisions will be automatically eliminated. Any additional documentation (brochure, letter, etc) sent with an application will not be taken into consideration.

25. How applications may be submitted

Applications must be submitted in English exclusively to the Contracting Authority:

·         EITHER by recorded delivery (official postal service) to :

Central Finance and Contracts Unit (CFCU)

(to the attention of Mr. Muhsin ALTUN)

       Eskişehir Yolu 4.Km 2.Cad.

       (Halk Bankası Kampüsü) No: 63 C-Blok

        06520 Söğütözü / Ankara

        TÜRKİYE

 

·         OR hand delivered (including courier services) directly to the Contracting Authority in return for a signed and dated receipt to:

Central Finance and Contracts Unit (CFCU)

(to the attention of Mr. Muhsin ALTUN)

       Eskişehir Yolu 4.Km 2.Cad.

       (Halk Bankası Kampüsü) No: 63 C-Blok

       06520 Söğütözü / Ankara

TÜRKİYE

 

The Contract title and the Publication reference (see item 1 above) must be clearly marked on the envelope containing the application and must always be mentioned in all subsequent correspondence with the Contracting Authority.

Applications submitted by any other means will not be considered.

26. Alternation or withdrawal of applications

Candidates may alter or withdraw their applications by written notification prior to the deadline for submission of tenders.  No application may be altered after this deadline.

Any such notification of alteration or withdrawal shall be prepared and submitted in accordance with Clause 25.  The outer envelope (and the relevant inner envelope) must be marked 'Alteration' or 'Withdrawal' as appropriate.

27. Operational language

All written communications for this tender procedure and contract must be in English. 

28. Additional information

N/A

29. Date of publication of contract forecast

10 March 2005

30. Legal basis

Council Regulation No. (EC) 2500/2001 of 17 December 2001 concerning pre-accession financial assistance for Turkey modified by Regulation of the Council on access to Community External Assistance[2] 



[2] OJ L 342, 27.12.2001, p. 1 as last amended by Regulation (EC) No 850/2005 (OJ L 141, 4.6.2005,p. 1)