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Feasibility Study for an EU-Canada mineral investment facility - Location: Canada and the European Union


Publication date
Opening date
Deadline date
Service for Foreign Policy Instruments


Publication reference

EuropeAid/ 137407/DH/SER/CA

2. Procedure


3. Programme title

Feasibility Study for an EU-Canada mineral investment facility

4. Financing

Partnership Instrument 2015 Annual Action Programme (ref. C/2015/4109 of 22.6.2015)

5. Contracting Authority

European Union, represented by the European Commission (EU Delegation to Canada)


6. Nature of contract

Global price

7. Contract description

The general objective of this action is to support the European Union's Raw Materials Initiative objective of guaranteeing access to a secure and sustainable supply of raw materials for the EU industry. A feasibility study, which will encompass associated events and stakeholder dialogue, should analyse the current state of play of co-operation between the EU and Canada on the mining sector and related technology and services and conclude how to improve in a structured manner this co-operation and whether this could be achieved through the subsequent establishment of a mineral investment facility (MIF) between the EU and Canada. The study should examine all options within the context of the EU-Canada relationship in the field of raw materials, and make proposal on the best design of the MIF.

8. Number and titles of lots


9. Maximum budget

1.000.000 EUR

10. Scope for additional services

The Contracting Authority may, at its own discretion, extend the project in duration and/or scope subject to the availability of funding up to a maximum not exceeding the length and value of the initial contract . Any extension of the contract would be subject to satisfactory performance by the Contractor.


11. Eligibility

Participation is open to all natural persons who are nationals of and legal persons (participating either individually or in a grouping/consortium of tenderers) effectively established in a Member State of the European Union or in an eligible country or territory as defined under the Regulation (EU) N°236/2014 establishing common rules and procedures for the implementation of the Union's Instruments for External Action (CIR) for the applicable Instrument under which the contract is financed (see also heading 29 below) . Participation is also open to international organisations.

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 (i.e., 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 whatever the form of participation (as an individual legal entity or as leader or member of a consortium submitting an application). In the event that a natural or legal person submits more than one application, all applications in which that person has participated will be excluded.

14. Shortlist alliances prohibited

Any tenders received from tenderers comprising firms other than those mentioned in the short-listed application forms will be excluded from this restricted tender procedure unless prior approval from the Contracting Authority has been obtained (see Practical Guide – PRAG- 2.4.3.). 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 signed declaration, included in the standard application form, to the effect that they are not in any of the exclusion situations listed in Section 2.3.2 of the PRAG.

16. Sub-contracting

Subcontracting is allowed.

17. Number of candidates to be short-listed

On the basis of the applications received, between 4 and 8 candidates will be invited to submit detailed tenders for this contract. If the number of eligible candidates meeting the selection criteria is less than the minimum of 4, the Contracting Authority may invite the candidates who satisfy the criteria to submit a tender.


18. Provisional date of invitation to tender

April 2015

19. Provisional commencement date of the contract

July 2016

20. Initial period of implementation of tasks

18 months


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 capacity of the candidate (based on item 3 of the application form). In case of the candidate being a public body, equivalent information should be provided. The reference period which will be taken into account will be the last three years for which accounts have been closed.

  • The average annual turnover of the candidate over the last three years (2012, 2013 and 2014) must be at least EUR 1 000 000.
  • Current ratio (current assets/ current liabilities) must be at least 1.

2)Professional capacity of the candidate(based on items 4 and 5 of the application form). The reference period which will be taken into account will be the last three years before the submission deadline.

  • At least 20 staff members currently working for the candidate, or consortium of candidates, in fields related to this contract (extractive industry and related technologies, services and policies; economy and financial analysis and modelling) of which a minimum 10 must be permanently employed.

3) Technical capacity of the candidate (based on items 5 and 6 of the application form). The reference period which will be taken into account will be the last three years from submission deadline.

  • The candidate has provided in the course of the past 3 years at least 2 service projects (the candidate's proportion being more than € 100 000 for his services in each project) covering all the following fields:

a) Extractive industries investment and development, covering exploration and/or extraction, in the EU and Canada (not necessarily in the same project).
b) Feasibility studies and financial analysis;
c) Exploration and extraction related services or governance (not necessarily in the same project);
d) Stakeholder platform building;

Previous experience which caused breach of contract and termination by a Contracting Authority shall not be used as reference.

An economic operator may, where appropriate and for a particular contract, rely on the capacities of other entities, regardless of the legal nature of the links which it has with them. It must in that case prove to the Contracting Authority that it will have at its disposal the resources necessary for performance of the contract, for example by producing an undertaking on the part of those entities to place those resources at its disposal. Such entities, for instance the parent company of the economic operator, must respect the same rules of eligibility and notably that of nationality, as the economic operator.

If more than 8 eligible candidates meet the above selection criteria, the relative strengths and weaknesses of the applications of these candidates must be reexamined to identify the eight best candidates.

The only factors which will be taken into consideration during this re-examination are:

  • The total number of reference projects found eligible under 21.3.1 a)

22. Award criteria

Best value for money.


23. Deadline for receipt of applications

17:00 hours on 15 March 2015, Ottawa time.

Any application received by the Contracting Authority after this deadline will not be considered.

24. Application format and details to be provided

Applications must be submitted using the standard application form (B3), the format and instructions of which must be strictly observed. The application form is available from the following Internet address:

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 in a sealed envelope:

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

European Union Delegation to Canada
150 Metcalfe Street, Suite 1900
Ottawa K2P 1P1
Ontario, Canada

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

Attn. Raul Sanchez Pascual
European Union Delegation to Canada
150 Metcalfe Street, Suite 1900
Ottawa K2P 1P1
Ontario, Canada

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. Alteration or withdrawal of applications

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

Any such notification of alteration or withdrawal shall be prepared and submitted in accordance with Item 25. The outer envelope (and the relevant inner envelope if used) 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. Date of publication of prior information notice

11 September 2015

29. Legal basis

Regulation(EU) N°236/2014 of the European Parliament and of the Council of 11 March 2014 laying down common rules and procedures for the implementation of the Union's instruments for financing external action .

Regulation (EU) No 234/2014 of the European Parliament and of the Council of 11 March 2014 establishing a Partnership Instrument for cooperation with third countries.

30. Additional information

Questions, clearly stating the reference and title of the call, can be sent to the following email address:

More information about the Partnership Instrument and the project can be found at: