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Integration of suitability assessment web forms into the FI application portal

Tender Overview

ORGANIZATION

Eesti Pank

LOCATION

Estonia, Estonia

VALUE

€81,000

DEADLINE

February 12, 2026 at 10:00

CATEGORY

Services

CPV CODE

72200000-7

REFERENCE

304955

Project Timeline

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Contact Information

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Original Tender Description

Hanke raames on plaanis tellida järgmised tööd: - Drupali sisuhaldusraamistikul põhineva taotlusportaali veebirakenduse täienduste detailanalüüsi läbiviimine ja arendustööd, mis puudutavad sobivusmenetluste veebivormide integreerimist olemasolevasse lahendusse. - OpenText Content Suite Platformil (Livelinkil) põhinev FI-sisese menetlussüsteemi täienduste detailanalüüsi läbiviimine ja arendustööd sobivusmenetluste menetlemiseks. - Lahenduse dokumentatsiooni koostamine, sh nõuete dokumenteerimine, paigaldamise, administreerimise ja kasutamise juhendid. Tarkvara tehniline ja mittetehniline dokumentatsioon peab olema eesti keeles. - Koolitus ja paigaldus - Tellija esindajate tarkvara kasutamise koolitus ning tehniline tugi tarkvara paigaldamisel Tellija antud sihtkeskkonda, Tellija nõustamine.
⚠️

MANDATORY EXCLUSION GROUNDS

  • Absence of exclusion grounds must be proven by electronically completing the ESPD.
✓

ELIGIBILITY REQUIREMENTS

  • Bidders must prove their qualification by electronically completing the ESPD.
  • Confirm compliance with EU sanctions regarding subcontractors and suppliers.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • Develop and integrate web forms for suitability assessments of managers and key personnel into the Finantsinspektsioon (FI) application portal.
  • Replace existing PDF forms with dynamic web forms.
  • Create a separate section for submitting independent suitability assessments.
  • The solution must be based on OpenText Content Suite Platform (Livelink) and Drupal.
  • The project scope must include detailed analysis, prototype creation, development, documentation, and training.
  • The developed solution must integrate with the existing application portal and the FI internal processing system.
  • The bidder must be able to meet specified error correction response times as outlined in the draft contract.
  • Propose a team with the following roles: project manager, analyst, designers, developers, and tester.
  • For each proposed team member, provide information on qualification, education, work experience, and language skills using the provided CV form.
💰

FINANCIAL REQUIREMENTS

  • Submit a bid that includes a total cost for the project.
📋

SUBMISSION REQUIREMENTS

  • Electronically complete the ESPD (Procurement Pass) to prove qualification and absence of exclusion grounds.
  • Submit a power of attorney if submitting a joint bid.
  • Mark any business secrets in the bid, if applicable.
  • Submit a bid that includes a total cost.
  • Submit a project plan.
  • The project plan must include a schedule and methodology.
  • Adhere to the general terms, requirements, and bid submission procedures for software programming and consulting services.
  • Submit team member CVs using the provided "Meeskonna CV vorm.docx".

Requirements Preview

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PDF
Vastavustingimused
Vastavusdeklaratsioon304955_vastavustingimused.pdf9.2 KB
Summary:
Bidders must confirm compliance with EU sanctions regarding subcontractors and suppliers, provide a power of attorney if submitting a joint bid, and declare any business secrets within their offer.
DOC
Meeskonna CV vorm
CVMeeskonna CV vorm.docx27.1 KB
Summary:
This document is a team CV form outlining the required qualifications, education, work experience, and language skills for roles such as project manager, analyst, designers, developers, and tester, which the bidder must submit.
PDF
Hindamiskriteeriumid ja hinnatavad näitajad
Hindamiskriteeriumid304955_hindamiskriteeriumid.pdf3.3 KB
Summary:
This document describes the tender evaluation criteria, where total cost accounts for 60% and the project plan for 40% of the final score, also explaining the cost evaluation methodology.
PDF
Hankepass täiendatavate selgitustega
Kvalifikatsiooninõuded304955_hankepass_taiendavate_selgitusteg...73.5 KB
Summary:
This Hankepass (ESPD) document explains the contracting authority's stipulated conditions and the expected response format, which companies must complete electronically to demonstrate their qualifications and absence of exclusion grounds.
DOC
Riigihanke alusdokumendid
Hanke TingimusedAD (304955).doc127.5 KB
Summary:
This document outlines the general terms, requirements, and submission procedures for Eesti Pank's tender "Integration of suitability assessment web forms into the FI application portal," focusing on software programming and consulting services.
DOC
Lepingu tingimused
Lepingu MallHankelepingu kavand.docx36.6 KB
Summary:
This document is a draft procurement contract outlining the Financial Supervision Authority's need for development work to integrate suitability assessment web forms into an existing application portal and internal processing system, including error response times.
DOC
Tehniline kirjeldus
Tehnilised SpetsifikatsioonidLisa 1 Tehniline kirjeldus.docx31.3 KB
Summary:
This document outlines the technical requirements for developing and integrating web forms for suitability assessments into the Financial Supervision Authority's application portal, based on OpenText Content Suite Platform (Livelink) and Drupal, covering detailed analysis, prototype creation, development, documentation, and training.
DOC
Sobivusmenetluse veebivormide lahenduse kirjeldus
Tehnilised SpetsifikatsioonidLisa 2 Sobivusmenetluse veebivormide lah...750.0 KB
Summary:
The Financial Supervision Authority aims to integrate suitability assessments for managers and key persons into the FI application portal by replacing existing PDF forms with dynamic web forms and creating a separate section for standalone suitability assessments.
DOC
Projektiplaani hindamismetoodika
HindamiskriteeriumidProjektiplaani hindamismetoodika.docx24.2 KB
Summary:
This document outlines the project plan evaluation methodology, focusing on the quality of the schedule and methodology, and provides a scoring system for assessing these criteria.

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76
Good

Tender Quality Score

This tender is well-structured and clear in its requirements and evaluation criteria, but raises significant fairness concerns due to the mandatory requirement for specific proprietary software platforms.

Score Breakdown

Legal Compliance85/100

The tender adheres to standard procurement procedures, utilizes ESPD, and provides a reasonable submission period. The CPV code is appropriate, and there are no detected disputes or suspensions. The minor inconsistency of stating 'Value Classified: Yes' while simultaneously disclosing the estimated value is noted but not critical.

•Minor inconsistency: 'Value Classified: Yes' despite estimated value being disclosed.
Clarity90/100

The tender documentation is exceptionally clear, with unambiguous descriptions, well-structured requirements, and detailed evaluation criteria, including a specific methodology for assessing the project plan. AI-extracted requirements are comprehensive and easy to understand.

Completeness90/100

All essential tender information, including basic details, financial figures, timelines, and location, is comprehensively provided. A full set of supporting documents is attached, ensuring bidders have all necessary information.

Fairness45/100

While the tender promotes e-procurement and transparent evaluation criteria, the mandatory requirement for the solution to be based on 'OpenText Content Suite Platform (Livelink) and Drupal' is a significant concern. This specific proprietary platform requirement severely limits potential bidders, suggesting a potential tailoring towards a limited number of vendors or an incumbent, thereby reducing competition.

•Mandatory requirement for specific proprietary software platform (OpenText Content Suite Platform) limits competition.
•Potential tailoring of requirements to specific vendors.
Practicality75/100

The tender supports electronic submission and provides a clear e-procurement portal for opening. The contract start date is specified. However, the exact duration of the contract itself is not explicitly stated, only the tender validity, which could lead to minor ambiguities for bidders.

•Exact contract duration is not explicitly stated.
Data Consistency90/100

The tender exhibits high data consistency, with all key fields populated, logical dates, and no reported disputes or suspensions. The minor inconsistency regarding value classification (disclosed value despite being marked as classified) does not significantly impact overall consistency.

•Minor inconsistency: 'Value Classified: Yes' despite estimated value being disclosed.
Sustainability25/100

The tender lacks any explicit mention of green procurement, social criteria, or innovation focus. There is no indication of EU funding, which often correlates with higher sustainability standards.

•Absence of green procurement criteria.
•Absence of social criteria.

Strengths

Clear and comprehensive requirements and evaluation criteria.
Full electronic procurement and submission support.
Transparent financial information and reasonable deadlines.
Well-structured and complete tender documentation.

Concerns

Mandatory requirement for specific proprietary software (OpenText) significantly limits competition.
Lack of explicit sustainability (green, social, innovation) considerations.
Potential for requirements to be tailored to specific vendors.

Recommendations

1. Re-evaluate the necessity of mandating specific proprietary platforms to foster broader competition.
2. Integrate sustainability criteria (e.g., energy efficiency, social responsibility) into the tender.
3. Clearly specify the expected contract duration to enhance bidder clarity.

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Tender Quality Score
76/ 100 · Good
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