Date of dispatch of this notice: 14/07/2022
Expire date: 17/08/2022
External Reference: 2022-284197
TED Reference: 2022/S 137-392191
Contract notice
Information
Published
Contract notice
Contract notice
Directive 2014/24/EU
Section I: Contracting authority
I.1)
Name and addresses
Department of Finance
N/A
Block A, Miesian Plaza, Baggot Street
Dublin 2
eire
IE
Contact person:
David Tuohy
Telephone:
+353 16045343
E-mail:
david.tuohy@finance.gov.ie
NUTS code:
IE0 -
IRELAND
Main address:
www.finance.gov.ie
Address of the buyer profile:
https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/310
I.2)
Joint procurement
The contract is awarded by a central purchasing body
I.3)
Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at:
http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=218901&B=ETENDERS_SIMPLEAdditional 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=218901&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
Other activity:
Finance
Section II: Object
II.1)
Scope of the procurement
II.1.1)
Title
Department of Finance Financial Panel ITT
II.1.2)
Main CPV code
66120000
-
Investment banking services and related services
II.1.3)
Type of contract
Services
II.1.4)
Short description
To assist in the performance of the Minister for Finance’s functions, the Department of Finance has issued this invitation to tender for the establishment of a framework for the provision of: (i) capital markets, strategic, M&A 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.
II.1.5)
Estimated total value
Value excluding VAT: 2250000.00
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 Advice
Lot No:
1
II.2.2)
Additional CPV code(s)
66000000
-
Financial and insurance services
66100000
-
Banking and investment services
66170000
-
Financial consultancy, financial transaction processing and clearing-house services
II.2.3)
Place of performance
NUTS code:
IE -
IRELAND
Main site or place of performance:
Baggot Street, Dublin 2
II.2.4)
Description of the procurement
Assist in the structuring and execution of a sale process to ensure the State achieves optimal execution in the context of a sale of securities by firms appointed under Lot 3, including shares and equity linked products, and including formulation of trading plans.
In the context of formulation of the Department of Finance’s privatisation strategy, executing strategic transaction(s) and general policy making with regard to the banking sector.
This role may also include, but is not limited to, strategic and corporate finance advisory (e.g. industry expertise, mergers and acquisitions, valuation, transaction structuring, capital management and capital structure advisory).
In the context of formulation of the Department of Finance’s privatisation strategy, executing strategic transaction(s) and general policy making with regard to the banking sector.
This role may also include, but is not limited to, strategic and corporate finance advisory (e.g. industry expertise, mergers and acquisitions, valuation, transaction structuring, capital management and capital structure advisory).
II.2.5)
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
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:
Annual renewal
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)
66000000
-
Financial and insurance services
66100000
-
Banking and investment services
66170000
-
Financial consultancy, financial transaction processing and clearing-house services
II.2.3)
Place of performance
NUTS code:
IE0 -
IRELAND
Main site or place of performance:
Baggot Street, Dublin 2
II.2.4)
Description of the procurement
Provide general advice to meet the future needs of the Department of Finance relating to proposals/new developments, due diligence, modelling or analysis in the financial services and other sectors. Engagements may include, but are not limited to, accounting, taxation, strategic, valuation, restructuring, remuneration, governance, regulation, compliance, and risk.
II.2.5)
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
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:
Annual renewal
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)
66000000
-
Financial and insurance services
66100000
-
Banking and investment services
66170000
-
Financial consultancy, financial transaction processing and clearing-house services
II.2.3)
Place of performance
NUTS code:
IE -
IRELAND
Main site or place of performance:
Baggot Street, Dublin 2
II.2.4)
Description of the procurement
Bookrunner(s) to participate in the sale and distribution of securities (inter alia shares and equity linked structured products) including by way of a trading plan. The Department of Finance reserves the right to appoint one or more Bookrunners as Global Co-ordinators at the time of a transaction if required.
II.2.5)
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
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:
Annual renewal
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.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 a single operator
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:
17/08/2022
Local time:
11:00
IV.2.4)
Languages in which tenders or requests to participate may be submitted
English
IV.2.7)
Conditions for opening of tenders
Date:
17/08/2022
Local time:
11:00
Section VI: Complementary information
VI.1)
Information about recurrence
This is a recurrent procurement:
no
VI.4)
Procedures for review
VI.4.1)
Review body
David Tuohy
Block 1, Miesian Plaza, Baggot Street
Dublin 2
IE
Telephone:
+353 16045343
E-mail:
david.tuohy@finance.gov.ie