Support regarding the fulfillment of reporting obligations, Data aggregation for funds data and Provision of a Document Management System and Dashboard for Data Analysis
KfW Capital intends to engage a service provider to process and aggregate data received from KfW Capital's investment vehicles (e.g. funds, portfolio companies). This includes the following services:- analysing the data contained in the reports, including extracting, processing and aggregating the Data collected from reports in accordance with KfW Capital's requirements;- managing the submitted reports in a document management system and providing KfW Capital with respective access and data lineage, i.e. the possibility to track and trace data to their origin in the respective report;- presenting the data in a database including a dashboard fulfilling the needs of KfW Capital, and- providing export functions that enable KfW Capital, among other things, to fulfill its own reporting obligations.Furthermore, the service provider shall be responsible for the communication and scalation with the respective investment vehicles in order to obtain complete and correct reports and data. This includes- the timely request of reports from investment vehicles,- the content review and validation of the submitted reports and data, and- direct coordination with the investment vehicles on deadlines, issues requiring clarification, queries, and additional information related to the reports.
KfW Capital is entitled to extend the Agreement by two (2) years or twice by one (1) year each time by unilateral written declaration up to the third month before the end of the respective contract term.
The Service Provider is obliged to provide all Services within the territory of the Federal Republic of Germany, in a member state of the European Union or in another contracting state of the Agreement on the European Economic Area or in other states - as long as and to the extent that the other state in question is covered by a legally valid adequacy decision of the European Commission within the meaning of Art. 45 (1) GDPR. In particular, the Service Provider is obliged to perform all Services exclusively using servers located in the territory of the Federal Republic of Germany, in a member state of the European Union or in another contracting state of the Agreement on the European Economic Area or in other states - as long as and to the extent that the other country in question is covered by a legally valid adequacy decision of the European Commission within the meaning of Art. 45 (1) GDPR. Any transfer to another third country requires the prior written consent of KfW Capital in writing and the implementation of further transfer requirements in accordance with Art. 44 ff. GDPR.
The price being rated is the Total Evaluation Price as determined in the Price Sheet (= total based on estimated quantities for the maximum contract term of six years).
The quality of the service to be expected will be evaluated based on the submitted implementation concept. The Live-Demo serves to verify the evaluation result and adjust the assessment if necessary.
Following the review of the requests to participate up to five skilled, efficient (eligible) economic operators that have not been excluded due to grounds for exclusion will be invited to submit a first tender.
Complaints ("Rüge") for identified infringements of public procurement regulations must be addressed at KfW Capital within a period of ten calendar days (section 160 (3) no. 1 GWB).Violations of public procurement regulations which become apparent from the contract notice or from the procurement documents must be reprimanded by the end of the deadline for requests to participate specified in the contract notice, section 160 (3) no. 2 and 3 GWB.In addition, reference is made to section 160 (3) no. 4 GWB. Accordingly, a review procedure is inadmissible if more than 15 calendar days have expired since receipt of notification from KfW Capital that it is unwilling to redress the objection.
In compliance with the principles of transparency and equal treatment, tenderers may be requested to complete, send on or correct any incomplete, missing or incorrect business-related documents, particularly self-declarations, statements, certificates or other means of proof (cf. section 56 (2) VgV).
Candidates must provide a description of the undertaking's profile, corporate structure and business areas.
Candidates must declare whether they are registered in the commercial register, under which number and with which court or authority, if applicable. If there is no obligation to be registered in the commercial register (e.g. due to the legal form of the tenderer), a declaration must be made accordingly. For the Member States of the European Union, the respective professional or trade registers are set out in Annex 11 to Directive 2014/24/EU.
Evidence must be provided of the existence of a busi-ness liability insurance for activities that are the subject of the tendered contract.The business liability insurance must include the following minimum coverage (minimum requirement):- sum insured per claim for personal injury and property damage: EUR 1 million,- sum insured per claim for financial losses: EUR 5 million.Candidates may, alternatively, declare that they will take out or change an existing insurance policy to cover the above specified requirements.
Candidates must state the overall turnover for the last three financial years.
Evidence must be provided of the existence of an ISO 27001 certification or equivalent (e.g. SOC 2). Alternatively, candidates must make a declaration as to existing comparable ISMS measures (minimum requirement). The Declaration on ISMS measures has to be completed and submitted by every candidate - either to provide evidence or to make the according declaration.
Candidates must state the average annual number of staff overall in the undertaking for the last three years. The average number of staff overall in the undertaking must be above 10 for each year (minimum requirement).
Candidates have to make proof of suitable references in the form of a self-declaration in a list of the main services delivered or performed (at least partially) within the last three years before the submission deadline for the requests to participate. The description for each reference project may not exceed 2.000 characters. If more than five reference projects are named, please duplicate the Declaration on El-igibility.For the purpose of this procurement procedure, a reference is defined as a contractual relationship between the candidate and a client covering the extraction as well as the aggregation of finance data including their validation to guarantee accuracy and reliability.The following minimum requirements apply:- The services must have been provided for at least three different clients (i.e. at least three references have to be listed).Each reference must fulfil the following minimum requirements:- The services must have covered the data of more than 20 funds.- The contractual relationship must have exceeded the duration of two years or is still continuing but commenced more than two years ago. This minimum requirement will also be considered as fulfilled if part of the minimum two-year contract period falls before the beginning of the above-mentioned three-year time limit.- The core tasks must have comprised the aggregation of finance data, particularly for quarterly reports of venture capital (VC) funds.Each reference must cover all of the above-mentioned criteria cumulatively.KfW Capital reserves the right to contact former clients to verify the given information.