ETENDERS

Contract notice

Information

Published

Date of dispatch of this notice: 03/07/2018

Expire date: 07/08/2018

External Reference: 2018-063519

TED Reference: 2018/S 127-289576

Contract notice

Contract notice

Directive 2014/24/EU

Section I: Contracting authority

I.1)

Name and addresses

Department of Finance
Government Buildings, Upper Merrion Street
Dublin
D02R583
IE
Contact person: Paul Caball
Telephone: +353 16045008
E-mail: paul.caball@finance.gov.ie
NUTS code:  IE061 -  Dublin
Internet address(es):
Main address: www.finance.gov.ie
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/310

I.3)

Communication

Access to the procurement documents is restricted. Further information can be obtained at:  
https://irl.eu-supply.com/login.asp?B=ETENDERS_SIMPLE
Additional information can be obtained from
the abovementioned address:  
Tenders or requests to participate must be submitted
electronically via:  http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=131675&B=ETENDERS_SIMPLE
Tenders or requests to participate must be submitted
to the abovementioned address
I.4)

Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions
I.5)

Main activity

Economic and financial affairs

Section II: Object

II.1)

Scope of the procurement

II.1.1)

Title

Department of Finance Financial Services Panel
Reference number:  FSA-9-2018
II.1.2)

Main CPV code

66171000  -  Financial consultancy services
II.1.3)

Type of contract

Services
II.1.4)

Short description

The Department of Finance has issued this invitation to tender (“ITT”) for the provision of: (i) capital markets, strategic, M&A and restructuring advice; (ii) general financial advice; and (iii) capital markets distribution services to the Department of Finance.
The Department may require advice in connection with the State’s various investments in the banking sector, interests in the financial services industry in general, and in the carrying out of the Department of Finance’s functions.
It is anticipated that a large part of the scope of services in each Lot will relate to the Minister’s shareholdings in AIB, Bank of Ireland and Permanent TSB. The Department may also on occasion require financial advice in other areas within its remit.
II.1.5)

Estimated total value

Value excluding VAT: 144001.00  EUR
II.1.6)

Information about lots

This contract is divided into lots: yes
Tenders may be submitted for  all lots
II.2)

Description

II.2.1)

Title

Capital Markets, Strategic, M&A and Restructuring Advice
Lot No:  1
II.2.2)

Additional CPV code(s)

66100000  -  Banking and investment services
66120000  -  Investment banking services and related services
66121000  -  Mergers and acquisition services
66122000  -  Corporate finance and venture capital services
66150000  -  Financial markets administration services
66170000  -  Financial consultancy, financial transaction processing and clearing-house services
66172000  -  Financial transaction processing and clearing-house services
II.2.3)

Place of performance

NUTS code:  IE061 -  Dublin
Main site or place of performance:  
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)

Description of the procurement

Capital Markets, Strategic, M&A and Restructuring Advice
II.2.5)

Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)

Estimated value

Value excluding VAT: 144001.00  EUR
II.2.7)

Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:  
The General Agreement is anticipated to operate for a duration of three (3) years and will be subject to annual review. Such duration may be extended to four (4) years or reduced (following the annual review) as the Department of Finance in its sole discretion may decide.
II.2.10)

Information about variants

Variants will be accepted: no
II.2.11)

Information about options

Options: no
II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2)

Description

II.2.1)

Title

General Financial Advice
Lot No:  2
II.2.2)

Additional CPV code(s)

66100000  -  Banking and investment services
66120000  -  Investment banking services and related services
66121000  -  Mergers and acquisition services
66122000  -  Corporate finance and venture capital services
66150000  -  Financial markets administration services
66170000  -  Financial consultancy, financial transaction processing and clearing-house services
66172000  -  Financial transaction processing and clearing-house services
II.2.3)

Place of performance

NUTS code:  IE061 -  Dublin
Main site or place of performance:  
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)

Description of the procurement

General Financial Advice:
Lot 2 is divided into seven sub-lots and tenderers should indicate which sub-lots they wish to be considered for. Tenderers must also confirm that they have sufficient relevant experience to have their proposal considered and specifically at least two relevant engagements for each sub-lot within the last 3 years. Note tenderers will not be disadvantaged by applying for a single lot or limited number of lots. The number of lots applied for is not an evaluation criteria.
2.1
Provision of Accounting and Tax advice
2.2
Provision of Strategic advice
2.3
Provision of Valuation advice
2.4
Provision of Restructuring advice
2.5
Provision of Remuneration advice
2.6
Provision of Governance and Risk advice
2.7
Provision
II.2.5)

Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)

Estimated value

Value excluding VAT: 144001.00  EUR
II.2.7)

Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:  
The General Agreement is anticipated to operate for a duration of three (3) years and will be subject to annual review. Such duration may be extended to four (4) years or reduced (following the annual review) as the Department of Finance in its sole discretion may decide.
II.2.10)

Information about variants

Variants will be accepted: no
II.2.11)

Information about options

Options: no
II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2)

Description

II.2.1)

Title

Capital Markets Distribution Services
Lot No:  3
II.2.2)

Additional CPV code(s)

66100000  -  Banking and investment services
66120000  -  Investment banking services and related services
66121000  -  Mergers and acquisition services
66122000  -  Corporate finance and venture capital services
66150000  -  Financial markets administration services
66170000  -  Financial consultancy, financial transaction processing and clearing-house services
66172000  -  Financial transaction processing and clearing-house services
II.2.3)

Place of performance

NUTS code:  IE061 -  Dublin
Main site or place of performance:  
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)

Description of the procurement

Capital Markets Distribution Services
II.2.5)

Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)

Estimated value

Value excluding VAT: 144001.00  EUR
II.2.7)

Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:  
The General Agreement is anticipated to operate for a duration of three (3) years and will be subject to annual review. Such duration may be extended to four (4) years or reduced (following the annual review) as the Department of Finance in its sole discretion may decide.
II.2.10)

Information about variants

Variants will be accepted: no
II.2.11)

Information about options

Options: no
II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

Section III: Legal, economic, financial and technical information

III.1)

Conditions for participation

III.1.1)

Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:  1. Minimum Turnover
2. Minimum Insurance
3. Capability to Perform
III.1.2)

Economic and financial standing

Selection criteria as stated in the procurement documents
III.1.3)

Technical and professional ability

Selection criteria as stated in the procurement documents
III.2)

Conditions related to the contract

Section IV: Procedure

IV.1)

Description

IV.1.1)

Type of procedure

Open procedure
IV.1.3)

Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement:  64
IV.1.8)

Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement : yes
IV.2)

Administrative information

IV.2.2)

Time limit for receipt of tenders or requests to participate

Date:  07/08/2018
Local time:  12:00
IV.2.4)

Languages in which tenders or requests to participate may be submitted

English
IV.2.6)

Minimum time frame during which the tenderer must maintain the tender

Tender must be valid until:  07/02/2019
IV.2.7)

Conditions for opening of tenders

Date:  07/08/2018
Local time:  17:00

Section VI: Complementary information

VI.1)

Information about recurrence

This is a recurrent procurement:  no
VI.2)

Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.4)

Procedures for review

VI.4.1)

Review body

Department of Finance
Government Buildings, Merrion Row
Dublin
D02R583
IE
Telephone: +353 16045008
E-mail: paul.caball@finance.gov.ie