ANNEX IX
CHECKLIST ON SELECTION CRITERIA OF POINT 17.3. TECHNICAL AND
PROFESSIONAL CAPACITY
Call for tender CHAFEA/2015/CP/02 concerning the exploratory study of consumer
issues in the sharing economy
The objective of the checklist is to help tenderers to check if their offer complies with the
selection criteria, as described under 17.3 TECHNICAL AND PROFESSIONAL CAPACITY.
Please fill and sign this checklist as mandatory part of evidence (see 17.3.2 of the tender
specifications).
Name of tender: ……………………………………………………………………………
Technical and professional criteria for the tenderer:
1.1. The tenderer shall have professional experience
in social and economic analysis, law,
quantitative and qualitative market research
and EU policy analysis, as well as in organizing
small events.


Name of the organisation:
How many years of proven expertise?
The tenderer has annexed a List of services provided
or projects participated in the last three years in the
field indicated in 1.1. Sums, dates and recipients,
public or private should be indicated.
The list shall have references to projects or
documents such as annual reports, publications,
confirming the tenderer’s required experience in the
fields indicated in 1.1.
1.2. The tenderer shall have the necessary facilities
and technical equipment, to conduct desk
research, quantitative surveys and focus group
research, and to organize small events.

Yes / No
…
… years
Yes / No
Yes / No
The tenderer has annexed a descriptive account of
the research facilities including data gathering and
analysis tools.
The account shall cover both the consortium leader
and consortium members, as relevant.
Yes / No
1.3. At least 5 core team members (including the
project leader) are employed by the tenderer (in
case of a consortium, by the consortium leader
and/or the consortium member(s)).
Yes / No

1
Technical and professional criteria of the tenderer’s team:
2.1. A team project leader with an advanced university
degree in a relevant subject and at least 6 years of
relevant professional experience in managing multicountry quantitative and qualitative research project.
Name of the project leader:
How many years of professional experience?
 The project leader has annexed a CV in EUROPASS
format and the statement of availability
 Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
Yes / No
…
… years
Yes / No
2.2. Minimum of 4 core team members, in addition to
the team leader, each of them with an advanced
university degree and with at least 3 years of relevant
professional experience, between them covering:
 Economic analysis,
 Quantitative research methods,
 Qualitative research methods and
 Consumer and marketing law.
Yes / No
2.3. At least one economist with an advanced university
degree who has published at least one paper or
article about sharing economy and who has at least 3
years of relevant practical experience.*
Yes / No


Name of team member 01:
How many years of professional experience?
The team member has annexed a CV in
EUROPASS format and the statement of
availability
Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
2.4. The team shall include market research experts,
with at least 5 years of professional experience in
quantitative and qualitative consumer research.*
…
… years
Yes / No
Yes / No
…
Name of team member 02:
2


How many years of professional experience?
The team member has annexed a CV in
EUROPASS format and the statement of
availability
Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
… years
Yes / No
2.5. The team member leading the legal analysis shall
have:





A university degree or equivalent, or a professional
qualification in private/civil law preferably with
experience in comparative law or legal research;
At least 5 years of professional experience and
expertise in the legal research of consumer
protection laws and laws of obligations;
Proven experience in managing comparative law
research
projects
covering
at
least
5
countries/jurisdictions.
Name of team member 03:
How many years of professional experience?
The team member has annexed a CV in
EUROPASS format and the statement of
availability
Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
The other team members for the legal analysis
shall have proficiency in the national laws of the
country covered as demonstrated by:
 A university degree or equivalent, or a
professional qualification in private/civil law
preferably with experience in comparative
law or legal research;
 At least 3 years of professional experience
and expertise in legal research of consumer
protection laws or laws of obligations (for
“junior staff”).*
Name of team member 04:
How many years of professional experience?
3
Yes / No
…
… years
Yes / No
Yes / No
…
… years


2.6.


The team member has annexed a CV in
EUROPASS format and the statement of
availability
Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
The team member(s) responsible for the
organisation of the workshops shall have at least
three years of professional experience in organizing
similar multi-country events.
Name of team member 05:
How many years of professional experience?
The team member has annexed a CV in
EUROPASS format and the statement of
availability
Detailed CV, including at least educational
background, professional experience related to the
task to be performed and linguistic skills. The CV
should include the list of references of experience
relevant to the tasks to be performed including a
short description of the project, the exact role,
duration of the project, organisations and countries
involved.
2.7. All above team members shall have a proven
adequate working knowledge of English. Team
members shall together have sufficient language
skills to operate in the countries covered by the
study, or demonstrate to have access to support staff
that has the required language skills.


The tenderer has annexed a summary table of main
expertise of the persons responsible for providing the
services
One table for all team members
Yes / No
…
… years
Yes / No
Yes / No
Yes / No
* include more lines as desired
Date: _______________________
Signature: _______________________
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