Implementation of IT Financial Management (ITFM)

Minimum Requirement Eligibility: The net annual turnover in the field of activity of the contract (= licensing/software provision, operation/hosting, maintenance/maintenance, support/training and adaptation/development of the offered ITFM solution) of the applicant/candidate community must each be at least 5 million in each of the last three calendar years (2024, 2025, 2026). It was EUR.

(For the calendar years 2024 and 2025, the reference period from the beginning of January to the end of December shall apply); for the calendar year 2026, the reference period shall be from the beginning of January to the end of November 2026.

The eligibility criteria can be found under the following link. https://wahlen.kfw.de/evergabe.bieter/api/supplier/external/subproject/07d85807-ea21-4980-a174-149fb553a28f/suitabilitycriteria Selection criterion (for points, see scoring matrix for the competition in the award documents): Staggered by net annual turnover in the field of activity of the contract (= licensing/software provision, operation/hosting, maintenance/maintenance, support/training and adaptation/further development of the ITFM solution offered) of the applicant/candidate.

Minimum Requirement Eligibility: In each of the last three calendar years (2024, 2025, 2026), the applicant/candidate community must have an average of at least 50 employees in the areas of IT product consultancy regarding the offered product, IT product development regarding the offered product, and IT product support regarding the offered product.

(For the calendar years 2024 and 2025, the reference period from the beginning of January to the end of December shall apply); for the calendar year 2026, the reference period shall be from the beginning of January to the end of November 2026.

The eligibility criteria can be found under the following link. https://wahlen.kfw.de/evergabe.bieter/api/supplier/external/subproject/07d85807-ea21-4980-a174-149fb553a28f/suitabilitycriteria Selection criterion (for points, see the scoring matrix for the competition in the award documents): points, provided that the applicant/candidate has had at least 100 employees in each of the last three calendar years (2024, 2025, 2026) in the areas of IT product consulting regarding the offered product, IT product development regarding the offered product, and IT product support regarding the offered product.

Minimum Requirement Eligibility: The applicant/candidate community must have on average employed at least the following number of staff in each of the last three calendar years (2024, 2025, 2026).

(For the calendar years 2024 and 2025, the reference period from the beginning of January to the end of December shall apply); for the calendar year 2026, the reference period is from the beginning of January to the end of November 2026.) - for the role "Project Manager" at least 3 employees, each (i.e. per employee) cumulatively meeting the minimum requirements for the role "Project Manager". - For the role "Business Consultant" at least 3 employees who each (i.e. per employee) cumulatively meet the minimum requirements for the role "Business Consultant". - For the role "Technical Consultant" at least 3 employees who each (i.e. per employee) cumulatively meet the minimum requirements for the role "Technical Consultant".

(Double counting is not allowed, i.e. a natural person may be credited to a maximum of one role.) The eligibility criteria can be found under the following link. https://wahlen.kfw.de/evergabe.bieter/api/supplier/external/subproject/07d85807-ea21-4980-a174-149fb553a28f/suitabilitycriteria

Minimum requirement Eligibility: I. Requirements for comparability a The reference services provided must have at least included the introduction and production (technical and technical go-live) of the offered ITFM solution. b The total amount of reference services provided must have been at least 300 person-days. Additional minimum requirements 1 The applicant/community has submitted at least three comparable references. A reference is comparable if it meets all the requirements of point I., point (a-b).

The applicant/candidate community has submitted at least one comparable reference where the introduction and production (technical and technical go live) of the offered ITFM solution has taken place since 2023. 3) The applicant/candidate community has submitted at least one comparable reference in which the reference provider for the offered ITFM solution is regulated by BaFin. 4) The applicant/candidate community has submitted at least two comparable references in which the ITFM solution offered has been introduced for a financial services company. 5) The applicant/candidate community has submitted at least one comparable reference where the provision, maintenance and support services to the ITFM solution offered have been and are being provided continuously by the applicant/candidate community over a period of at least 5 years.

The eligibility criteria can be found under the following link. https://wahlen.kfw.de/evergabe.bieter/api/supplier/external/subproject/07d85807-ea21-4980-a174-149fb553a28f/suitabilitycriteria Selection criterion (for points, see the scoring matrix for the competition in the award documents): i) Points for each comparable reference, with an IT expenditure volume ("IT Spend under Management") greater than or equal to 100 million managed annually with the offered solution.

Euro. ii points for each comparable reference performance in which the reference provider is regulated by BaFin or is supervised and which goes beyond the minimum number (see point II., no. 3) (iii)) for any comparable reference service where provision, maintenance and support services to the ITFM solution offered have been and are being provided continuously by the applicant/candidate community for a period of at least 5 years and which goes beyond the minimum number (see point II., no. 5).

Selection criterion (for points, see the classification matrix for the competition in the award documents): points for meeting requirements for CO2 saving/compensation and for meeting requirements for working time and place, education and training.