CFT- 1857 Multiple Framework Agreement for the Administration of Financial Products and Services in the EIB Operations Directorate

In the context of the evolving complexity of the EIB’s lending activities, the Operations Directorate requires flexible and specialised external support to ensure the effective administration, deployment and continuous improvement of financial products. These services are required to support various departments within the EIB Operations Directorate in maintaining high standards of operational efficiency, regulatory compliance and sound governance of lending products, including conducting assessments or analyses, technical and functional studies, monitoring, testing and advisory outputs in response to business needs. The objective of this Call for Tenders is to award a Framework Agreement for each of the following lots: Lot 1 –Deployment of Financial Products, with up to three operators in cascade Provision of consultancy services to ensure the effective deployment of financial products throughout the investment lifecycle, including the set-up and operational management of financial products, and the adequate execution and consistent application of procedural requirements. Lot 2 – Strategic and Operational support for the Investment Activities, with up to 5 successful tenderers with reopening of competition. Provision of consultancy services to support the strategic development, governance and transformation of the EIB’s investment activities and financial products across their lifecycle. The detailed description of the required services is provided in Annex A – Technical Specifications and its appendices. The Services shall be provided in compliance with the requirements set out by the EIB in Annex A.