Published
Servicios de realización de la Encuesta de Competencias Financieras 2027
Notice number: 00527288-2026
KEY INFORMATION
- Submission deadline
- • Sep 22, 2026
- Location
- 🇪🇸 Spain
- Contracting authority
- Banco de España
- Accepted Languages
- Spanish
- Tender type
- Services
- Contract Value
- Published date
- Jul 30, 2026
TENDER DESCRIPTION
This tender seeks services for conducting the 2027 Financial Competencies Survey, comprising the third wave of this critical study. The core scope involves executing personal interviews with a representative national sample across all autonomous communities to gather data on financial knowledge and inclusion, as part of an international project coordinated by the OECD's International Network on Financial Education (INFE). The engagement requires adherence to specific technical methodologies, including an online interview review platform, established procedures for fieldwork organization, questionnaire programming, interviewer supervision, and validated data delivery, alongside mandates for electronic payment, invoicing, and electronic offer submission via PLACSP. The contract has an anticipated start date of March 13, 2027, with a maximum duration of twenty-seven months from the Bank of Spain's questionnaire delivery, and necessitates compliance with annual turnover requirements detailed in the "Solvencia" clause of the Particular Administrative Clauses.
TENDER BRIEF
The contract timeline is as follows:
- Contract start date: The expected start date of the service is March 13, 2027.
- Total duration: The maximum duration of the contract execution is 27 months.
- Key milestones or phases: The execution of the work begins from the date the Bank of Spain delivers the questionnaire. Deliverables must be submitted to the Bank of Spain according to the deadlines detailed in section 5 of the Technical Specifications (PPT).
Sources
- 1DOC_CN2026-000363837.html — “contrato 2.999.999,99 EUR. Presupuesto base de licitación Importe 3.024.999,99 EUR. Importe (sin impuestos) 2.499.999,99 EUR. Clasificación CPV 79315000 - Servicios de investigación social. Plazo de Ejecución 27 Mes(es)…”
- 2DOC_CD2026-000374050.html — “Documento de Pliegos Número de Expediente LIC-12967 Publicado en la Plataforma de Contratación del Sector Público el 31-07-2026 a las 11:35 horas. Servicios de realización de la Encuesta de Competencias Financieras 2027…”
- 3DOC20260728115203LIC12967 PROCO.pdf — “una duración máxima de 27 meses, a partir de la fecha de entrega del cuestionario por parte del Banco de España. El plazo de entregables es el indicado en el apartado 5 del Pliego de Prescripciones Técnicas. 3.2 Presupue…”
The core scope of work for this tender is the "Services for conducting the Financial Competencies Survey 2027" (Servicios de realización de la Encuesta de Competencias Financieras 2027). This involves carrying out the third wave of the Financial Competencies Survey. The survey will be based on personal interviews with a large sample of individuals representative of the national territory and its autonomous communities. The objective is to gather information on individuals' financial knowledge and financial inclusion, as part of an international project coordinated by the International Network on Financial Education (INFE) of the OECD.
The services fall under the CPV classification of "79315000 - Social research services".
The estimated duration for the execution of these works is a maximum of twenty-seven months, starting from the date the questionnaire is delivered by the Bank of Spain. Deliverables are expected to be submitted to the Bank of Spain according to the deadlines specified in section 5 of the Technical Specifications (PPT). The anticipated start date for the service is March 13, 2027.
Sources
- 1DOC_CD2026-000374050.html — “Documento de Pliegos Número de Expediente LIC-12967 Publicado en la Plataforma de Contratación del Sector Público el 31-07-2026 a las 11:35 horas. Servicios de realización de la Encuesta de Competencias Financieras 2027…”
- 2DOC_CN2026-000363837.html — “Anuncio de licitación Número de Expediente LIC-12967 Publicado en la Plataforma de Contratación del Sector Público el 30-07-2026 a las 09:59 horas. Servicios de realización de la Encuesta de Competencias Financieras 2027…”
- 3DOC_CN2026-000363837.pdf — “inclusión financiera, en el marco de un proyecto internacional coordinado por la Red Internacional de Educación Financiera (INFE) de la OCDE. →→Valor estimado del contrato 2.999.999,99 EUR. → Presupuesto base de licitaci…”
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DIRECTORY • 7 FILES
- DOC_CD2026-000374050.xml37 KBXML
- DOC_CN2026-000363837.xml32 KBXML
- DOC20260728115203LIC12967 PROCO.pdf1.9 MBPDF
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