Panel for Financial & Taxation Advisory Services, Corporate Finance and Treasury Advisory Svcs

Bord Gais Eireann

A multi-provider framework agreement for the provision of financial and taxation advisory services, corporate finance advisory services and Treasury advisory services.
In order to receive the pre qualification questionnaire, please forward your expression of interest to gmcprocurement@bordgais.ie.
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=481452.

Deadline

The time limit for receipt of tenders was 2012-08-29. The procurement was published on 2012-08-08.

Who?

• Bord Gais Eireann

What?

Where?

• Éire/Ireland

Procurement history

Date	Document
2012-08-08	Contract notice

Contract notice (2012-08-08)
Object
Scope of the procurement
Title: financial consultancy services
Quantity or scope: Please refer to the pre-qualification questionnaire.
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: Negotiated procedure
Type of bid: Submission for one or more lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Utilities entity
Awarding authority name: Bord Gáis Éireann
Postal address: Third Floor, City Quarter, Lapps Quay
Postal town: Cork
Contact
Internet address: http://www.bordgais.ie 🌏
E-mail: gmcprocurement@bordgais.ie 📧
Phone: +353 214907284 📞

Reference
Dates
Date dispatched: 2012-08-08 📅
Submission deadline: 2012-08-29 📅
Publication date: 2012-08-10 📅
Identifiers
Notice number: 2012/S 153-256069
OJ-S issue: 153
Additional information

A pre-qualification questionnaire will be issued to all candidates who respond to this notice. Expressions of interest should be addressed in writing and sent via email to gmcprocurement@bordgais.ie. The questionnaire will cover the financial, economic and technical capacity of the candidates. BGE will not be responsible for any costs, charges or expenses incurred by tenderers. For further details on the procedure for this competition please refer to the pre-qualification questionnaire. (ET Ref:481452).

Object
Scope of the procurement
Service category: 11
Short description:

A multi-provider framework agreement for the provision of financial and taxation advisory services, corporate finance advisory services and Treasury advisory services.

In order to receive the pre qualification questionnaire, please forward your expression of interest to gmcprocurement@bordgais.ie.

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=481452.

Lot number: 1
Title of the lot: Financial & Taxation Advisory
Short description:

Provision of a broad range of general and specialist financial/accounting and tax advisory services, including financial transaction and due diligence services, to BGE as required.

Quantity or scope: See Section 1 above.
Lot number: 2
Title of the lot: Corporate Finance and Treasury services Advisory
Short description:

Provision of specialist services and advice to BGE in relation to Strategy / Management Consultancy Provision of a broad range of specialist services and advice to BGE as required in relation to all Corporate Finance and Treasury Advice related matters for both general BGE activities and the establishment of Irish Water, including but not limited to:

Corporate Finance:

— Advice on acquisition or disposal process, strategy or activities,

— Advice on Business readiness and assessment in relation to disposal activities including developing and documenting key sales process information requirements and project governance,

— Advice on Investment and transactional activities, valuation and preferred value realisation options,

— Advice on business plan and modelling requirements,

— General financial strategy and deal execution advice.

Treasury Services:

— Advice, update and maintain Treasury policy and procedure documents,

— Identify and monitor relevant relationship banks for BGE,

— Advice on Treasury Risk management policy and best practice frameworks,

— Advice on Treasury transaction, execution and reporting to cover F/x, Liquidity and Derivatives,

— Advice on Centralised or other Corporate funding models.

Applicants should note that BGE is procuring lead corporate finance and legal advisors for the sale of Bord Gáis Energy under independent competitions separate from this framework.

Lot 2 has been divided into two separate sub-lots – Lot 2(a) and Lot 2(b). Panels of advisors will be selected for both Lot 2(a) and Lot 2(b). Lot 2(a) encompasses all requirements relating to Corporate Finance as detailed in the Lot Description. Lot 2(b) relates to all requirements relating to Treasury as detailed in the Lot Description. BGE reserves the right to request specialist area advice from successful advisors on either the Lot 2(a) panel or the Lot 2(b) panel.

Quantity or scope: See response to section 1 above.
Description of options: Framework duration of 3 years with an option to extend once by 2 years.
Number of possible renewals: 1
Time frame for subsequent contracts: 24 months
Reference number: RT12_025
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:

Applicants must confirm that none of the circumstances listed in paragraphs 1 or 2 of Article 45 of EU Directive 2004/18/EC of the European Parliament and of the Council, dated 31 March 2004, (as amended by Directive 2005/51/EC dated 7 September 2005 and Directive 2005/75/EC dated 16 November 2005) or paragraphs 1 or 4 of Regulation 53 of the European Communities (Award of Public Authorities Contracts) Regulations 2006 (S.I. 329 of 2006) apply to the Applicant and any third parties involved. Applicants must confirm whether they are aware of any conflict of interest either with current clients or prospective clients in the public or private sectors, which might have an impact on their ability to provide the services being procured. A full description of the Conditions for Participation are set out in the pre-qualification questionnaire.

Economic and financial standing:

Applicants must submit with their pre-qualification submission evidence that they have an unmodified audit opinion with respect to the basis of going concern in the preparation of its financial statement for the most recent financial year. Where the Applicant is unable, for a valid reason, to provide the specified documentation set out above, the Applicant must inform BGE of that valid reason as to why the documentation cannot be supplied, and provide other suitable alternative documentation to BGE to prove, to the satisfaction of BGE, their economic and financial standing. Confirmation that relevant insurances can be provided if the Applicant is ultimately successful is also required. Please refer to the pre-qualification questionnaire for further information on economic and financial capacity information and formalities.

Minimum level(s) of standard possibly required: Applicants for Lot 2(a) and Lot 2(b) must provide evidence that the Applicant has achieved a minimum turnover level of €5 million and €1million respectively in each of the previous three (3) financial years. Please refer to the pre-qualification questionnaire.

Technical and professional ability:

Applicants must provide a brief profile of their company/entity including the range of relevant services offered with particular reference to BGE’s service requirements including a percentage breakdown of the total business that each of those services represent. Applicants must detail their current organisational structure to cover specifically the relevant services. Applicants must also provide 6 CVs of proposed key staff to be involved in e provision of services, outlining their qualifications and experience. Applicants must provide details of their approach and process for managing client relationships, communication and reporting and quality assurance measures. Applicants are required to demonstrate they have an acceptable level of experience in delivering previous contracts of similar capacity by providing a list of past and similar projects identifying scope, contract duration and start and end dates together with contact references of the employer/client including names, addresses and email address / fax numbers. Please refer to the pre-qualification questionnaire.

Minimum level(s) of standard possibly required: Applicants must achieve a minimum pass mark of 60 % in each of the Resources / Technical Capability and Previous Experience and Project/Contract examples. Please refer to the pre-qualification questionnaire for further information.

Contract execution
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Qualification Submissions may be submitted by single entities or by a consortium/joint venture. Where the Qualification Submission is from a consortium/joint venture, a prime service provider must be nominated. All communication should be from the prime service provider only. The prime service provider is responsible for ensuring that all parties to the consortium comply with this PQQ. BGE will not act as an arbitrator between members of a project consortium/joint venture. A consortium/joint venture will not be required to convert into a specific legal form in order to submit a Qualification Submission, but may be required to do so prior to award of the Contract or Contracts.

Other particular conditions: Please refer to the pre-qualification questionnaire.
Names and professional qualifications of the staff ✅

Procedure
Maximum number of operators of the framework agreement: 16
Duration of the framework agreement in years: 3
Languages
Language: English 🗣️
Other languages: Gaeilge.

Contracting authority
Contact
Contact point: Energy Procurement
The Group and Energy Procurement Manager
Address of the buyer profile: http://www.etenders.gov.ie/search/Search_AuthProfile.aspx?ID=AA01428 🌏
Name: Bord Gáis Éireann
URL for further information: http://www.bordgais.ie 🌏
URL for documents: http://www.bordgais.ie 🌏
URL for participation: http://www.bordgais.ie 🌏

Complementary information
Review body
Name: The High Court
Postal address: Four Courts, Inns Quay,
Postal town: Dublin 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Phone: +353 18886000 📞
Internet address: www.courts.ie 🌏
Fax: +353 18886125 📠
Source: OJS 2012/S 153-256069 (2012-08-08)

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