Financial services framework agreement

Health Service Executive (HSE)

The HSE invites tender submissions from suitably qualified organisations for appointment to a framework agreement for financial services, providing specialist financial services to the HSE, where required, to include the following lots:
1. Assurance / audit
2. ICT audit
3. Advisory
4. Taxation services
5. Project assistance
6. Value for money reviews
7. Finance operational support
It is intended that a maximum of six tenderers will be appointed per lot to this framework.
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=470992.

Deadline

The time limit for receipt of tenders was 2012-09-03. The procurement was published on 2012-07-25.

Suppliers

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

Who? What? Where?
Procurement history
Date Document
2012-07-25 Contract notice
2012-08-24 Additional information
2013-02-01 Contract award notice
Contract notice (2012-07-25)
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 one or more lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: Health Service Executive (HSE)
Postal address: Head Office, Oak House, Limetree Avenue, Millennium Park, Co. Kildare
Postal town: Naas
Contact
Internet address: http://www.hse.ie 🌏
Phone: +353 567784538 📞
Fax: +353 567784544 📠

Reference
Dates
Date dispatched: 2012-07-25 📅
Submission deadline: 2012-09-03 📅
Publication date: 2012-07-27 📅
Identifiers
Notice number: 2012/S 143-239600
OJ-S issue: 143
Additional information
Please refer to the tender documents, available at www.etenders.gov.ie, for all further information. Please note that the estimated framework value provided is a maximum value, and the HSE gives no commitment to tenderers as to the overall value of services to be sourced from this framework agreement. (ET Ref:470992).
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Object
Scope of the procurement
Short description:
The HSE invites tender submissions from suitably qualified organisations for appointment to a framework agreement for financial services, providing specialist financial services to the HSE, where required, to include the following lots:
1. Assurance / audit
2. ICT audit
3. Advisory
4. Taxation services
5. Project assistance
6. Value for money reviews
7. Finance operational support
It is intended that a maximum of six tenderers will be appointed per lot to this framework.
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=470992.
Lot number: 1
Title of the lot: Assurance / audit
Short description: To include forensic and other specialist technical audit support services.
Quantity or scope: Estimated maximum framework value 5 000 000 EUR over 4 years. (this is an estimated absolute maximum value and actual requirements will be sourced as required during the lifetime of he framework).
Additional information about the lots: Please refer to the tender documents for further information.
Lot number: 5
Title of the lot: Project assistance
Short description:
The services required may include:Finance department change management.Financial operations improvement.Project Management.
The services required may include:
Finance department change management.
Financial operations improvement.
Project Management.
Quantity or scope: The estimated maximum framework value is 5 000 000 EUR.
Additional information about the lots: Please refer to the tender documents for all further details.
Lot number: 2
Title of the lot: ICT Audit
Short description: To include financial ICT related audit services as required.
Quantity or scope: Max framework value 5 000 000 EUR over 4 years.
Lot number: 3
Title of the lot: Advisory
Short description: Including risk management, compliance and governance services.
Quantity or scope: Estimated max value of framework 5 000 000 EUR; actual services will be sourced as required.
Lot number: 6
Title of the lot: Value for money reviews
Short description:
The services required may include:Identifying cost reduction opportunities.Benchmarking against leading practices.
Identifying cost reduction opportunities.
Benchmarking against leading practices.
Quantity or scope: Total maximum framework value 5 000 000 EUR.
Lot number: 7
Title of the lot: Finance operational support
Short description:
The services required may include:Providing finance strategy.Assisting operational performance.Business process improvements.Enhancing technical capabilities in performing its duties and providing corporate services.
Providing finance strategy.
Assisting operational performance.
Business process improvements.
Enhancing technical capabilities in performing its duties and providing corporate services.
Quantity or scope: Total estimated maximum framework agreement value 5 000 000 EUR.
Lot number: 4
Title of the lot: Taxation services
Short description:
Specialist services in relation to:— Corporate tax services,— Compliance advice.
Specialist services in relation to:
— Corporate tax services,
— Compliance advice.
Quantity or scope: Total maximum estimated framework value 5 000 000 EUR.
Reference number: HSE 076/12
Place of performance
Main site or place of performance: Ireland.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity: Please refer to the tender documents for all further details.
Economic and financial standing: Please refer to the tender documents for all further details.
Technical and professional ability: Please refer to the tender documents for all further details.
Contract execution
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
No specific legal form is required, but each member of a consortium will be required to be jointly and severally liable for any contracts awarded from this framework agreement.
Execution of the service is reserved to a particular profession:
Financial professionals qualified in various fields of expertise as per the specified lots will be required.
Names and professional qualifications of the staff

Procedure
Maximum number of operators of the framework agreement: 20
Duration of the framework agreement in months: 48
Languages
Language: English 🗣️

Contracting authority
Contact
Contact point: HSE Procurement
Mr Alan Brett
Address of the buyer profile: http://www.etenders.gov.ie/search/Search_AuthProfile.aspx?ID=AA7381 🌏
Name: Health Service Executive (HSE)
Postal address: St Canices Hospital, Dublin Road
Postal town: Kilkenny
URL for further information: http://www.hse.ie 🌏
URL for documents: http://www.hse.ie 🌏
Contact point: Assistant National Director
URL for participation: http://www.hse.ie 🌏

Reference
Identifiers
Reference number attributed by the contracting authority: HSE 076/12
Additional information
Please refer to the tender documents, available at www.etenders.gov.ie, for all further information.
Please note that the estimated framework value provided is a maximum value, and the HSE gives no commitment to tenderers as to the overall value of services to be sourced from this framework agreement.
(ET Ref:470992).

Complementary information
Review body
Name: The High Court
Postal address: The Four Courts
Postal town: Dublin 7
Country: Ireland 🇮🇪
Recurrent procurement
Every four years.
Source: OJS 2012/S 143-239600 (2012-07-25)
Additional information (2012-08-24)
Object
Notice metadata
Document type: Additional information

Reference
Dates
Date dispatched: 2012-08-24 📅
Publication date: 2012-08-29 📅
Identifiers
Notice number: 2012/S 165-273029
Refers to notice: 2012/S 143-239600
OJ-S issue: 165
Source: OJS 2012/S 165-273029 (2012-08-24)
Contract award notice (2013-02-01)
Object
Scope of the procurement
Title: Financial consultancy services
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Contracting authority
Identity
Postal address: Head Office, Oak House, Limetree Avenue, Millennium Park
Contact
E-mail: alan.brett@hse.ie 📧
Phone: +353 0567784538 📞

Reference
Dates
Date dispatched: 2013-02-01 📅
Publication date: 2013-02-06 📅
Identifiers
Notice number: 2013/S 026-039474
OJ-S issue: 26

Object
Scope of the procurement
Reference number: HSE 076/12.

Procedure
Award criteria
Criterion: 1. Ultimate Cost (40)
2. Project Proposals (40)
3. After Sales Service and Technical Assistance (20)

Award of contract

1️⃣
Date of contract conclusion: 2013-01-09 📅
Name: Crowleys DFK
Postal address: 16/17 College Green
Postal town: Dublin
Postal code: 2
Country: Ireland 🇮🇪

2️⃣
Name: Deloitte and Touche
Postal address: 29 Earlsfort Terrace

3️⃣
Name: Bdo
Postal address: Beaux Lane House, Mercer Street Lower

4️⃣
Name: Baker Tilly Ryan Glennon
Postal address: Trinity House, Charleston Road, Ranelagh
Postal code: 6

5️⃣
Name: Kpmg
Postal address: 1 Harbourmaster Place, IFSC
Postal code: 1

6️⃣
Name: Kosi Corporation
Postal address: 7 John Mitchel Place
Postal town: Newry, Co Down
Postal code: BT70 1NJ
Country: United Kingdom 🇬🇧

7️⃣
Name: Mazars
Postal address: Harcourt Road

8️⃣
Name: Grant Thornton
Postal address: 24 - 26 City Quay

9️⃣
Name: Ernst & Young
Postal address: Harcourt Centre, Harcourt Street

1️⃣0️⃣
Name: Deloitte & Touche

1️⃣1️⃣

1️⃣2️⃣
Name: PricewaterhouseCoopers
Postal address: One Spencer Dock, North Wall Quay

1️⃣3️⃣

1️⃣4️⃣
Postal address: 24-26 City Quay

1️⃣5️⃣

1️⃣6️⃣
Postal address: Mercer Street Lower

1️⃣7️⃣

1️⃣8️⃣

1️⃣9️⃣

2️⃣0️⃣

2️⃣1️⃣

2️⃣2️⃣
Name: RSM Farrell Grant Sparks
Postal address: Molyneux House, Bride Street
Postal code: 8

2️⃣3️⃣
Name: Crowe Horwath
Postal address: Marine House, Clanwilliam Court

2️⃣4️⃣

2️⃣5️⃣

2️⃣6️⃣

2️⃣7️⃣
Postal code: BT701NJ

2️⃣8️⃣

2️⃣9️⃣

3️⃣0️⃣
Name: Accenture
Postal address: 1 Grand Canal Square, Grand Canal Harbour

3️⃣1️⃣

3️⃣2️⃣

3️⃣3️⃣
Name: PA Consulting Services Ltd
Postal address: Embassy House, Herbert Park Lane, Ballsbridge
Postal code: 4

3️⃣4️⃣

3️⃣5️⃣

3️⃣6️⃣

3️⃣7️⃣

3️⃣8️⃣

3️⃣9️⃣

4️⃣0️⃣

4️⃣1️⃣

4️⃣2️⃣
Information about tenders
Number of tenders received: 14
7
11
10
12

Contracting authority
Contact
Contact point: Alan Brett

Complementary information
Review body
Postal town: Dublin
Postal code: 7
Source: OJS 2013/S 026-039474 (2013-02-01)