EBA欧洲银行-4EBA-007-Terms-of-Reference-for-Training_7页_237kb

Summary of Terms of Reference: Supply of Training Services to the European Banking Authority (EBA) (Lots 1-4)

1. Core Content

The European Banking Authority (EBA) is seeking to outsource the supply of training services to enhance its existing training programme. The EBA, established in 2011, is responsible for promoting financial stability, market transparency, and the protection of depositors and investors across the European Union (EU). It aims to expand its training activities by contracting external providers for four distinct lots of training events, focusing on regulatory compliance, banking operations, accounting standards, and IT technologies.

2. Main Objectives

• Enhance Training Offer: Improve the quality and relevance of training events to meet the learning needs of EU supervisors and regulators.
• Complement EBA Activities: Provide additional high-quality training events in collaboration with EBA, either at its offices or external locations.
• Ensure Consistency and Standards: Maintain a uniform standard of training across the EU, with a focus on practical application and regulatory insight.
• Support Supervisory Convergence: Foster a common supervisory culture and understanding of financial regulations and practices.

3. Key Information

3.1 Contract Structure

• Framework Contracts: EBA will enter into framework contracts for each of the four lots, which are not financial commitments but serve as a basis for future service purchases.
• Specific Contracts: Individual training events will be executed via specific contracts, which are signed after the EBA determines the service specifications.
• Contract Duration: Framework contracts will initially last one year and may be renewed up to three times under the same conditions.
• Response Time: A maximum of 12 working days for the provider to respond to a service request, with a service delivery time of up to 3 months from the date of notification.

3.2 Training Provider Responsibilities

• Planning and Delivery: Organize and deliver training events according to the EBA’s specifications.
• Training Methodology: Develop and implement effective training methods, including case studies, exercises, and interactive sessions.
• Materials and Logistics: Prepare, print, and deliver all training materials. Organize registration, venue selection, catering, and event coordination.
• Feedback and Reporting: Provide feedback evaluation and reports on the impact and outcomes of training events within two weeks of delivery.
• Sub-contracting Restrictions: Sub-contracting is not allowed without prior written approval from the EBA.

3.3 Training Event Structure

• Participants: Supervisors and regulators from the EU, EBA staff, and occasionally non-EU participants.
• Event Format: Typically 2–3 days, with 25–40 participants per event.
• Language: All training events and materials will be in English.
• Content: Cover a range of topics, including regulatory frameworks, risk management, accounting standards, and IT tools like XBRL and SAS.

4. Lot-Specific Requirements

5. Relationship Management

• Relationship Manager: Each training provider must appoint a dedicated manager to serve as a single point of contact with the EBA.
• Responsiveness: The relationship manager must respond to queries within 24 hours and resolve issues within 3 working days.
• Quality Monitoring: Feedback forms will be used to monitor and evaluate the quality of training events, with results provided to the EBA within two weeks.

6. Additional Notes

• Language Requirement: All trainers and speakers must be fluent in English.
• Venue Approval: Providers must seek EBA’s prior approval for venue selection, which should be modern, well-equipped, and conveniently located.
• No Financial Commitment: Until specific contracts are signed, neither EBA nor the provider has any legal or financial obligation.