NewERA1 - Appointment to a framework for the provision of (a) Corporate Finance; (b) Accounting & Tax; and (c) Pension consultancy services to the NTMA (NewERA)

National Treasury Management Agency (NTMA)

The National Treasury Management Agency (NTMA) is
seeking to establish a panel of consultants to support its
New Economy and Recovery Authority (NewERA) Unit in
carrying out its functions. The consultancy services
required are to be awarded in three separate lots as
follows:
i. Corporate finance consultancy services (โ€œLot
1โ€);
ii. Accounting and tax consultancy services (โ€œLot
2โ€); and
iii. Pension consultancy services (โ€œLot 3โ€).
The services required in respect of each of the Lots are
described in more detail in the Request for Proposals
attached to this notice.

Deadline

The time limit for receipt of tenders was 2013-01-30. The procurement was published on 2012-12-19.

Suppliers

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

Who? What? Where?
Procurement history
Date Document
2012-12-19 Contract notice
2014-04-08 Contract award notice
Contract notice (2012-12-19)
Object
Scope of the procurement
Title: Corporate finance and venture capital services
Total value of the procurement: 3 000 000 ๐Ÿ’ฐ
Notice metadata
Original language: English ๐Ÿ—ฃ๏ธ
Document type: Contract notice
Nature of contract: Services
Regulation: European Union
Common procurement vocabulary (CPV)
Code: Corporate finance and venture capital services ๐Ÿ“ฆ

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 ๐Ÿ‡ฎ๐Ÿ‡ช
Awarding authority type: Body governed by public law
Awarding authority name: National Treasury Management Agency (NTMA)
Postal address: Treasury Building, Grand Canal Street
Postal code: 2
Postal town: Dublin
Contact
Internet address: http://www.ntma.ie ๐ŸŒ
E-mail: procurement@ntma.ie ๐Ÿ“ง
Phone: +353 16640800 ๐Ÿ“ž

Reference
Dates
Date dispatched: 2012-12-19 ๐Ÿ“…
Submission deadline: 2013-01-30 ๐Ÿ“…
Publication date: 2012-12-22 ๐Ÿ“…
Identifiers
Notice number: 2012/S 247-407793
OJ-S issue: 247
Additional information
To receive more information about this tender, including any amendments and/or clarifications and to request any clarifications and/or to respond to this tender, you must register your interest to this tender on the following site: https://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=61096&B=ETENDERS_SIMPLE
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Object
Scope of the procurement
Short description:
The National Treasury Management Agency (NTMA) is
seeking to establish a panel of consultants to support its
New Economy and Recovery Authority (NewERA) Unit in
carrying out its functions. The consultancy services
required are to be awarded in three separate lots as
follows:
i. Corporate finance consultancy services (โ€œLot
1โ€);
ii. Accounting and tax consultancy services (โ€œLot
2โ€); and
iii. Pension consultancy services (โ€œLot 3โ€).
The services required in respect of each of the Lots are
described in more detail in the Request for Proposals
attached to this notice.
Lot number: 1
Title of the lot: Corporate Finance consultancy services
Short description:
The NTMA is seeking to establish a panel of consultants to support its NewERA Unit in carrying out its functions. More information on the lot for Corporate Finance consultancy services can be found in the RFP attached to this notice.
Lot number: 2
Title of the lot: Accounting and Tax consultancy services
Short description:
The NTMA is seeking to establish a panel of consultants to support its NewERA Unit in carrying out its functions. More information on the lot for Accounting and Tax consultancy services can be found in the RFP attached to this notice.
Lot number: 3
Title of the lot: Pension consulting services
Short description:
The NTMA is seeking to establish a panel of consultants to support its NewERA Unit in carrying out its functions. More information on the lot for Pension consultancy services can be found in the RFP attached to this notice.
Place of performance
Main site or place of performance: Dublin

Legal, economic, financial and technical information
Contract execution
Names and professional qualifications of the staff โœ…

Procedure
Number of operators of the framework agreement: 21
Duration of the framework agreement in years: 4
Tender validity period: 6 months

Contracting authority
Contact
Contact point: Procurement Unit
E-mail: queriesneweraconsultantrfp@ntma.ie ๐Ÿ“ง
URL for documents: http://www.etenders.gov.ie ๐ŸŒ
Name: National Treasury Management Agency
Postal address: Treasury Building. Grand Canal Street
E-mail: neweraconsultantrfp@ntma.ie ๐Ÿ“ง

Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Court, Ground Floor, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช
E-mail: highcourtcentraloffice@courts.ie ๐Ÿ“ง
Phone: +353 18886000 ๐Ÿ“ž
Internet address: http://www.courts.ie ๐ŸŒ
Source: OJS 2012/S 247-407793 (2012-12-19)
Contract award notice (2014-04-08)
Object
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Reference
Dates
Date dispatched: 2014-04-08 ๐Ÿ“…
Publication date: 2014-04-11 ๐Ÿ“…
Identifiers
Notice number: 2014/S 072-124563
Refers to notice: 2012/S 247-407793
OJ-S issue: 72

Object
Place of performance
Main site or place of performance: Dublin.

Procedure
Award criteria
Criterion: 1. Proposed team (50)
2. Execution methodology (20)
3. Fees (30)

Award of contract

1๏ธโƒฃ
Date of contract conclusion: 2014-04-04 ๐Ÿ“…
Name: AIB Corporate Finance
Postal address: Bank Centre, Ballsbridge
Postal town: Dublin
Postal code: 4
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช

2๏ธโƒฃ
Name: Bank of America Merrill Lynch
Postal address: Bank of America Merrill Lynch Financial Centre, 2 King Edward Street
Postal town: London
Postal code: EC1A 1HQ
Country: United Kingdom ๐Ÿ‡ฌ๐Ÿ‡ง

3๏ธโƒฃ
Name: Citigroup
Postal address: Canada Square, Canary Wharf
Postal code: E14 5LB

4๏ธโƒฃ
Name: Credit Suisse
Postal address: One Cabot Square
Postal code: E14 4OJ

5๏ธโƒฃ
Name: Davy Corporate Finance
Postal address: Davy House, 49 Dawson Street
Postal code: 2

6๏ธโƒฃ
Name: Goldman Sachs
Postal address: Peterborough Court, 133 Fleet Sreet
Postal code: EC4A 2BE

7๏ธโƒฃ
Name: Goodbody
Postal address: Ballsbridge Park, Ballsbridge

8๏ธโƒฃ
Name: IBI Corporate Finance
Postal address: 2 Burlington Plaza, Burlington Road

9๏ธโƒฃ
Name: Kpmg
Postal address: Stokes Place, St. Stephen's Green

1๏ธโƒฃ0๏ธโƒฃ
Name: Investec
Postal address: 3 George's Dock, IFSC
Postal code: 1

1๏ธโƒฃ1๏ธโƒฃ
Name: PricewaterhouseCoopers (PwC)
Postal address: One Spencer Dock, North Wall Quay

1๏ธโƒฃ2๏ธโƒฃ
Date of contract conclusion: 2014-02-03 ๐Ÿ“…
Name: Bdo
Postal address: Beaux Lane House, Mercer Street Lower

1๏ธโƒฃ3๏ธโƒฃ
Name: Deloitte & Touche
Postal address: Deloitte & Touche House, Earlsfort Terrace

1๏ธโƒฃ4๏ธโƒฃ
Name: Ernst & Young
Postal address: Ernst & Young Building, Harcourt Centre, Harcourt Street

1๏ธโƒฃ5๏ธโƒฃ
Postal address: 1 Stokes Place, St. Stephen's Green

1๏ธโƒฃ6๏ธโƒฃ

1๏ธโƒฃ7๏ธโƒฃ
Name: UHY Hacker Young
Postal address: Quadrant House, 4 Thomas More Square
Postal code: E1W 1YW

1๏ธโƒฃ8๏ธโƒฃ
Date of contract conclusion: 2013-10-23 ๐Ÿ“…
Name: Joseph G. Byrne & Sons and IFG Pensco Consortium
Postal address: 28 Dale Road, Co. Dublin
Postal town: Stillorgan

1๏ธโƒฃ9๏ธโƒฃ

2๏ธโƒฃ0๏ธโƒฃ
Name: Lane Clark and Peacock (LCP)
Postal address: Office 2, Grand Canal Wharf, South Dock Road

2๏ธโƒฃ1๏ธโƒฃ
Name: Mercer
Postal address: Charlotte House, Charlemont Street

2๏ธโƒฃ2๏ธโƒฃ
Name: Towers Watson
Postal address: Trinity Point, 10 - 11 Leinster Street South
Information about tenders
Number of tenders received: 25
10

Complementary information
Review body
Postal address: Four Courts, Inns Quay
E-mail: highcourtcentraloffice@courts.ie ๐Ÿ“ง
Source: OJS 2014/S 072-124563 (2014-04-08)