II.1)
Scope of the procurement
Department of Finance Financial Services Panel
Reference number:
FSA-9-2018
66171000
-
Financial consultancy services
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.1.6)
Information about lots
This contract is divided into lots:
yes
II.1.7)
Total value of the procurement
Value excluding VAT:
1.00
EUR
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
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
Criteria below
Quality criterion
-
Name:
Quality of Offering
/
Weighting:
25%
Quality criterion
-
Name:
Quality of Team
/
Weighting:
20%
Quality criterion
-
Name:
Strength of Resources
/
Weighting:
15%
Quality criterion
-
Name:
Understanding of Irish Banks and Department of Finance Priorities
/
Weighting:
20%
Price
-
Weighting:
20%
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
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
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
Criteria below
Quality criterion
-
Name:
Quality of Offering
/
Weighting:
35%
Quality criterion
-
Name:
Quality of Team
/
Weighting:
30%
Quality criterion
-
Name:
Strength of Resources
/
Weighting:
15%
Price
-
Weighting:
20%
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
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
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
Criteria below
Quality criterion
-
Name:
Strength of equity capital markets franchise
/
Weighting:
25%
Quality criterion
-
Name:
Quality of team and strength of resources
/
Weighting:
25%
Quality criterion
-
Name:
Strength of Resources
/
Weighting:
15%
Quality criterion
-
Name:
Understanding of Irish banks and Department of Finance priorities
/
Weighting:
15%
Price
-
Weighting:
20%
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