Provision of Financial, Business and Management Consultancy and Co-sourcing Services to the EIF

Purpose of the Call for Tenders

The EIF intends to conclude Framework Agreements for the provision of consultancy and co-sourcing services to support the EIF in various business areas and activities as described in section 4.1.

The EIF is launching this Procurement procedure to find multiple Service Providers that will be able to deliver the required Services according to the requirements described in these TORs.

The EIF will conclude a Framework Agreement with multiple service providers. The Framework Agreements will cover twelve (12) Domains organized into two (2) Lots:

• LOT 1 – Financial Services

This lot is split in the following six (6) domains (further described in Section 4.1 of Annex 4): 1) investment products, portfolio and liquidity management, 2) best banking practices / best market practices as well as internal controls and processes, including regulatory assessment, 3) pricing, valuation. 4) accounting services, 5) risk management and related reporting, 6) financial planning and analysis.Tenderers may respond to one or multiple lots and to a single or multiple domains within the lots.

• LOT 2 – Business and Management Services

This lot is split in the following six (6) domains (further described in Section 4.1 of Annex 4): 1) general management and strategy, 2) process, project and change management, 3) back and middle office services, 4) human Resources management and actuary services, 5) coaching/training, 6) marketing and communication strategy. Tenderers may respond to one or multiple Lots and to a single or multiple Domains within the Lots.

Tenderers may respond to one or both Lots and to a single or multiple Domains within the Lots; Tenders will be evaluated separately for each Domain.

Questions related to this Procurement procedure or this document shall be logged on eTendering. Answers will be provided through the same means.

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