II.1)
[QuantityScopeContract]
Department of Finance Financial Services Panel
[Fileref]:
FSA-9-2018
[Services]
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.
[DivisionLots]:
[Yes]
Capital Markets, Strategic, M&A and Restructuring Advice
[LotNumber]:
1
66100000
-
66120000
-
66121000
-
66122000
-
66150000
-
66170000
-
66172000
-
II.2.3)
[PlacePerformance]
[MainsiteplaceWorksDelivery]:
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)
[DescrProcurement]
Capital Markets, Strategic, M&A and Restructuring Advice
[AwardCriteriaBelow]
[AwardCriterionQuality]
-
[AwardCriterionName]:
Quality of Offering
/
[Weighting]:
25%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Quality of Team
/
[Weighting]:
20%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Strength of Resources
/
[Weighting]:
15%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Understanding of Irish Banks and Department of Finance Priorities
/
[Weighting]:
20%
[Price]
-
[Weighting]:
20%
[Options]:
[No]
[EuProgrRelated]:
[No]
General Financial Advice
[LotNumber]:
2
66100000
-
66120000
-
66121000
-
66122000
-
66150000
-
66170000
-
66172000
-
II.2.3)
[PlacePerformance]
[MainsiteplaceWorksDelivery]:
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)
[DescrProcurement]
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
[AwardCriteriaBelow]
[AwardCriterionQuality]
-
[AwardCriterionName]:
Quality of Offering
/
[Weighting]:
35%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Quality of Team
/
[Weighting]:
30%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Strength of Resources
/
[Weighting]:
15%
[Price]
-
[Weighting]:
20%
[Options]:
[No]
[EuProgrRelated]:
[No]
Capital Markets Distribution Services
[LotNumber]:
3
66100000
-
66120000
-
66121000
-
66122000
-
66150000
-
66170000
-
66172000
-
II.2.3)
[PlacePerformance]
[MainsiteplaceWorksDelivery]:
Miesian Plaza, 51 - 58 Lower Baggot Street, D2
II.2.4)
[DescrProcurement]
Capital Markets Distribution Services
[AwardCriteriaBelow]
[AwardCriterionQuality]
-
[AwardCriterionName]:
Strength of equity capital markets franchise
/
[Weighting]:
25%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Quality of team and strength of resources
/
[Weighting]:
25%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Strength of Resources
/
[Weighting]:
15%
[AwardCriterionQuality]
-
[AwardCriterionName]:
Understanding of Irish banks and Department of Finance priorities
/
[Weighting]:
15%
[Price]
-
[Weighting]:
20%
[Options]:
[No]
[EuProgrRelated]:
[No]