Multi-operator Framework Agreement for Financial Services

Quantity or scope

BackgroundParticipating Local Authorities provide a wide range of services and maintain physical infrastructures and run programmes of capital works. Finance Departments have developed appropriate systems, skills and knowledge for routine financial business. There are however occasions when specialist financial advice is required and this is the purpose for the establishment of the Framework Agreement.3.2 Scope of RequirementsThere are a number of areas detailed below where participating Local Authorities may require specialist financial services. The primary role of such service providers will be to provide advice and recommendations to participating Local Authorities. In some cases specialist training may be required.Lot 1 — VATThere may be requirements for VAT services including ad-hoc VAT advice services, general VAT training and VAT training for property transactions including maintenance of capital goods records. Miscellaneous advice on taxation may be required from time to time to include VAT, Reverse charge VAT, Relevant Contract Tax, PSWT, Stamp duty, PAYE/PRSI to include pension advice.Lot 2 — Company FormationAssistance may be required in relation to setting up affiliated or related companies (or to the winding down of companies) and ongoing advice may be needed on company law, corporate practice, corporate governance and compliance matters. Miscellaneous advice on company formation may be required from time to time.Lot 3 — ProcurementFrom time to time advice and assistance may be required with procurement projects.General assistance may be required with development of policies, procedures, corporate procurement planning, sourcing strategies and market analysis using best practice methodology.There may be specific procurement projects where advice and assistance will be required relating to, for example:— Market evaluation and analysis— Strategic sourcing options— Development of specifications— Choice of procurement procedure and processes— Preparing technical input to tender documents— Preparation of selection and contract award criteria— Development of contract documentation— Tender assessment and evaluation methodology— Managing supplier selection processes— Notification process and subsequent queries— Debriefing support— Contract award procedures— Procurement Training including, for example— Category management— eAuctions— Tender Management— Electronic Tendering— Procurement Resourcing— Procurement Recruitment— Contract and Supplier Management Solutions— Category Strategy FormulationMiscellaneous advice on various aspects of procurement may be required from time to time.Lot 4 — Risk ManagementProfessional advice, consultancy and training may be required in the area of Risk Management. Providers must be familiar with the relevant standards in Risk Management (e.g. ISO 31000 / AS/NZ 4360) and have an understanding of the operating environment of the local authority sector. Miscellaneous advice on Risk Management may be required from time to time.Lot 5 — Business ContinuityProfessional advice, consultancy and training may be required in the area of Business Continuity. Providers must be familiar with the relevant standards in Business Continuity (e.g. BS25999/ISO22301) and have an understanding of the operating environment of the local authority sector. Miscellaneous advice on Business Continuity may be required from time to time.Lot 6 — Credit CheckingA credit history or report may be needed to check the financial status and creditworthiness of a company before entering into business transactions. Miscellaneous advice on credit checking may be required from time to time600 0002 500 000

Additional information

Additional Information — Dublin City Council

1. Dublin City Council is subject to the provisions of the Freedom of Information Act (FOI) 1997, 2003. If you consider that any of the information supplied by you is either commercially sensitive or confidential in nature, this should be highlighted and the reasons for the sensitivity specified. In such cases, the relevant material, will in response to the FOI request; be examined in the light of the exemptions provided for in the Acts.

2. It will be a condition for the award of any contract by Dublin City Council that the successful Tenderer and all sub-contractors (if applicable) produce a valid Tax Clearance Certificate from the Revenue Commissioners in compliance with Circular (43) 2006 (or as amended) and that the certificate will be maintained for the duration of the contract and will be on a 12 month basis. In the case of a non-resident Tenderer, a statement of suitability from the Revenue Commissioners will be required.

3. Suppliers must register their interest on the eTenders web site (www.etenders.gov.ie) in order to be included on the mailing list for clarifications.

4. Please note in relation to all documents, that where reference is made to a particular standard, make, source, process, trademark, type or patent, that this is not to be regarded as a de facto requirement. In all such cases it should be understood that such indications are to be treated strictly and solely for reference purposes only, to which the words ‘or equivalent’ will always be appended.

5. Please note also that all information relating to attachments, including clarifications and changes, will be published on the Irish Government Procurement Opportunities Portal (www.etenders.gov.ie) only. Registration is free of charge. Dublin City Council will not accept responsibility for information relayed (or not relayed) via third parties.

6. Emailed/faxed/late tenders will not be accepted. Tenderers are asked to include a return address on the packaging.

7. Tenders may be submitted in English or in the Irish language.

8. Please note that OJEU contracts are covered by the Government Procurement Agreement (GPA).

9. Appeals procedure: The body to whom appeals should be addressed is — The High Court, Four Courts, Inns Quay, Dublin 7.

10. All queries regarding this tender must be emailed to breda/clegg@dublincity.ie or the attention of Breda Clegg. Queries must be in question format and must be submitted by email. Responses will be circulated to those tenderers that have registered an interest in this notice on the Irish Government procurement opportunities portal www.etenders.gov.ie The details of the party making the query will not be disclosed when circulating the response. All queries must be submitted by the date stated in the etenders notice and the tender document to enable issue of responses to all interested parties.

11. Please note that where documents are made available in both PDF and Word format, in the event that there is any discrepancy between the documents, the PDF version will take precedence.