Provision of expert advice & consultancy on financial services as they affect retail consumers

National Consumer Agency

For the provision of expert advice and consultancy on financial services as they affect retail consumers in 3 lots:
Lot 1: general consultancy on financial education.
Programme development;
Lot 2: trainers/presenters/group facilitators;
Lot 3: evaluators/researchers;
Note: to register your interest in this notice and obtain any additional information please visit the eTenders web site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=276492.

Deadline

The time limit for receipt of tenders was 2011-09-01. The procurement was published on 2011-07-22.

Suppliers

The following suppliers are mentioned in award decisions or other procurement documents:

Who?

• National Consumer Agency

What?

Procurement history

Date	Document
2011-07-22	Contract notice
2011-11-28	Contract award notice

Contract notice (2011-07-22)
Object
Scope of the procurement
Title: financial consultancy services
Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Financial consultancy services 📦

Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: National or federal Agency/Office
Postal address: 4 Harcourt Road
Postal town: Dublin 2
Contact
Internet address: http://www.nca.ie 🌏
Phone: +353 14025500 📞
Fax: +353 14025501 📠

Reference
Dates
Date dispatched: 2011-07-22 📅
Submission deadline: 2011-09-01 📅
Publication date: 2011-07-26 📅
Identifiers
Notice number: 2011/S 141-234565
OJ-S issue: 141
Additional information
(ET Ref:276492).

Object
Scope of the procurement
Short description:

For the provision of expert advice and consultancy on financial services as they affect retail consumers in 3 lots:

Lot 1: general consultancy on financial education.

Programme development;

Lot 2: trainers/presenters/group facilitators;

Lot 3: evaluators/researchers;

Note: to register your interest in this notice and obtain any additional information please visit the eTenders web site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=276492.

Lot number: 1
Title of the lot: Consultancy services
Short description:

Consultancy services are required for the future development of financial education programmes and information for adults and…

… students.These activities include, but are not limited to, the following:— development of education programmes based on learner needs and the recommended methodologies to deliver on those needs,— programme design,— drafting content for financial education resource materials as required,— provision of technical advice and information on personal finance such as checking accuracy of draft content of resources (online and offline formats) and related matters,— general advice on future programme developments such as resources, training, evaluation, new innovations etc.

… students.

These activities include, but are not limited to, the following:

— development of education programmes based on learner needs and the recommended methodologies to deliver on those needs,

— programme design,

— drafting content for financial education resource materials as required,

— provision of technical advice and information on personal finance such as checking accuracy of draft content of resources (online and offline formats) and related matters,

— general advice on future programme developments such as resources, training, evaluation, new innovations etc.

Quantity or scope: Please detail your suitability under the following points:1. Experience of developing successful personal finance education programmes – please specify target audiences.2. Provision of technical advice and information on personal finance such as checking accuracy of draft content of resources (online and offline formats) and related matters;3. In depth knowledge of personal finance issues and relevant Irish and EU consumer legislation.4. Understanding of financial services industry in Ireland, products and practices, sales process, consumer issues, complaints and redress systems available.5. Qualifications or practical application of writing in plain English and web content editing.

Please detail your suitability under the following points:

1. Experience of developing successful personal finance education programmes – please specify target audiences.

2. Provision of technical advice and information on personal finance such as checking accuracy of draft content of resources (online and offline formats) and related matters;

3. In depth knowledge of personal finance issues and relevant Irish and EU consumer legislation.

4. Understanding of financial services industry in Ireland, products and practices, sales process, consumer issues, complaints and redress systems available.

5. Qualifications or practical application of writing in plain English and web content editing.

Lot number: 2
Title of the lot: Trainers and presenters/group facilitators
Short description:

2.A.A panel of trainers who will train presenters/group facilitators to deliver the programmes. This may include consultation on and/or actual development of training materials and delivery of training and recruitment of presenters if necessary;2.BA panel of reserve professional presenters/group facilitators to deliver our programmes nationwide when our own presenters are unavailable, or at times of increased demand.

2.A.

A panel of trainers who will train presenters/group facilitators to deliver the programmes. This may include consultation on and/or actual development of training materials and delivery of training and recruitment of presenters if necessary;

2.B

A panel of reserve professional presenters/group facilitators to deliver our programmes nationwide when our own presenters are unavailable, or at times of increased demand.

Quantity or scope: 1. Qualifications/experience of best practice in presentation delivery; train-the-trainer; and group session facilitation. Please demonstrate by reference to previous work of direct engagement and motivation of audience through group discussion rather than standard lecture based formats, and numbers of students trained by you as presenters.2. Experience in and/or knowledge of retail finance services industry.3. Knowledge of retail finance products (QFA or equivalent an advantage); personal finance related issues and relevant legislation.4. Qualifications or practical application of writing in plain English and web content editing.5. Outline of any experience in development of educational programmes or written personal finance materials for adults or students.6. Willingness to travel nationwide, or indicate boundaries if nationwide travel is not possible.

1. Qualifications/experience of best practice in presentation delivery; train-the-trainer; and group session facilitation. Please demonstrate by reference to previous work of direct engagement and motivation of audience through group discussion rather than standard lecture based formats, and numbers of students trained by you as presenters.

2. Experience in and/or knowledge of retail finance services industry.

3. Knowledge of retail finance products (QFA or equivalent an advantage); personal finance related issues and relevant legislation.

4. Qualifications or practical application of writing in plain English and web content editing.

5. Outline of any experience in development of educational programmes or written personal finance materials for adults or students.

6. Willingness to travel nationwide, or indicate boundaries if nationwide travel is not possible.

Lot number: 3
Title of the lot: Evaluators/researchers
Short description:

— quality control checks to assess content accuracy of presentations on a nationwide basis;…

… and,— assessment of the ongoing suitability of programme content and delivery to our target audiences.The evaluators will also be required to develop proposals, and collect/manage the feedback of all stakeholders involved in our education programmes such as presenters, employees, employers, teachers and students. It will require the collation of data through various forms of qualitative and quantitative methodologies and the production of full reports and presentations on findings and recommendations.

… and,

— assessment of the ongoing suitability of programme content and delivery to our target audiences.

The evaluators will also be required to develop proposals, and collect/manage the feedback of all stakeholders involved in our education programmes such as presenters, employees, employers, teachers and students. It will require the collation of data through various forms of qualitative and quantitative methodologies and the production of full reports and presentations on findings and recommendations.

Quantity or scope: 1. Experience developing evaluation methodologies, collecting feedback, analysis of feedback and production of full reports and presentations for clients with a similar remit to our own.2. Qualifications or practical application of writing in plain English and web content editing.3. Willingness to travel nationwide, or indicate boundaries if nationwide travel is not possible.4. Technical facilities systems and measurements for ensuring quality control.5. Outline of any value added experience in development of educational programmes or written personal finance materials for adults or students.

1. Experience developing evaluation methodologies, collecting feedback, analysis of feedback and production of full reports and presentations for clients with a similar remit to our own.

2. Qualifications or practical application of writing in plain English and web content editing.

3. Willingness to travel nationwide, or indicate boundaries if nationwide travel is not possible.

4. Technical facilities systems and measurements for ensuring quality control.

5. Outline of any value added experience in development of educational programmes or written personal finance materials for adults or students.

Place of performance
Main site or place of performance: National Conusmer Agency.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:

(1) All candidates will be required to produce a certificate or declaration demonstrating that they are not bankrupt or the subject of an administration order, are not being wound-up, have not granted a trust deed, are not the subject of a petition presented for sequestration of their estate, have not had a receiver, manager or administrator appointed and are not otherwise apparently insolvent;

(2) All candidates will be required to produce a certificate or declaration demonstrating that the candidate, their directors, or any other person who has powers of representation, decision or control of the candidate has not been convicted of conspiracy, corruption, bribery, or money laundering. Failure to provide such a declaration will result in the candidate being declared ineligible and they will not be selected to participate in this procurement process;

(3) All candidates will be required to produce a certificate or declaration demonstrating that they have not been convicted of a criminal offence relating to the conduct of their business or profession;

(4) All candidates will be required to produce a certificate or declaration demonstrating that they have not committed an act of grave misconduct in the course of their business or profession;

(5) All candidates must comply with the requirements of the State in which they are established, regarding registration on the professional or trade register;

(6) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process;

(7) All candidates will have to demonstrate that they are licensed, or a member of the relevant organisation, in the State where they are established, when the law of that State prohibits the provision of the services, described in this notice, by a person who is not so licensed or who is not a member of the relevant organisation;

(8) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of social security contributions under the law or of the relevant State in which the candidate is established;

(9) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of taxes under the law or of the relevant State in which the economic operator is established.

Economic and financial standing:

(1) All candidates will be required to provide a reference from their bank;

(2) All candidates will be required to provide evidence of relevant professional risk indemnity insurance;

(3) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice;

(4) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.

Technical and professional ability:

(1) A statement of the candidate's average annual number of staff and managerial staff over the previous 3 years;

(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract;

Contract execution
Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them: Euros.

Procedure
Number of operators of the framework agreement: 10
Duration of the framework agreement in years: 1
Justification for framework agreement duration over four years: Renew for up to a further 12 months.
Tender opening date: 2011-09-02 📅
Place of opening: National Consumer Agency.
Place: National Consumer Agency.
Information about authorised persons and opening procedure: Piers Brand & Paul Cannon.
Languages
Language: English 🗣️

Contracting authority
Identity
Awarding authority name: National Consumer Agency
Contact
Contact point: Mr Paul Cannon
Internet address: www.nca.ie 🌏
Address of the buyer profile: http://www.etenders.gov.ie/search/Search_AuthProfile.aspx?ID=AA9641 🌏
Name: National Consumer Agency
Contact point: Ms Verona Hanlon
URL for further information: www.nca.ie or www.consumerconnect.ie 🌏
Postal town: Dublin
Postal code: 2
URL for documents: www.nca.ie or www.consumerconnect.ie 🌏
URL for participation: www.nca.ie or www.consumerconnect.ie 🌏
Source: OJS 2011/S 141-234565 (2011-07-22)

Contract award notice (2011-11-28)
Object
Scope of the procurement
Total value of the procurement: 193 000 💰
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Contracting authority
Identity
Postal code: 2
Postal town: Dublin

Reference
Dates
Date dispatched: 2011-11-28 📅
Publication date: 2011-12-01 📅
Identifiers
Notice number: 2011/S 231-374252
Refers to notice: 2011/S 141-234565
OJ-S issue: 231
Additional information
(ET Ref:347212).

Procedure
Award criteria
Criterion: 1. Exp. & track record (40)
2. Suitability (30)
3. Cost (30)

Award of contract

1️⃣
Date of contract conclusion: 2011-09-19 📅
Name: Irish Times Training
Postal address: The Irish Times Building, 24-28 Tara Street
Postal town: Dublin
Postal code: 2
Country: Ireland 🇮🇪
E-mail: jtbrady@irishtimes.com 📧
Internet address: www.irishtimestraining.com 🌏

2️⃣
Name: Rsm Mcclure Watters
Postal address: Number 1, Lanyon Quay
Postal town: Belfast
Postal code: BT1 3GP
E-mail: tenders@rsmmcw.com 📧

3️⃣
Name: Bryan Johnstone
Postal address: Business and Training Solutions, 1a Woodlands Office Park
Postal town: Southern Cross, Bray
E-mail: bjjohnstone@eircom.net 📧

4️⃣
Name: Deyton Bell Limited
Postal address: Newton Hall, Town St, Newton
Postal town: Cambridge
Postal code: CB22 7ZE
Country: United Kingdom 🇬🇧
E-mail: chrisparkhouse@deytonbell.com 📧
Information about tenders
Number of tenders received: 4
Source: OJS 2011/S 231-374252 (2011-11-28)

New procurements in related categories 🆕

Financial and insurance services (7 new procurements)

Banking and investment services (7)

Financial consultancy, financial transaction processing and clearing-house services (4)