Administration Sevices to ESB ESOP

ESB ESOP Trustee Limited

ESB ESOP wishes to appoint:
Lot 1: A service provider to maintain and administer the ESOP database / share register;
Lot 2: An independent market administrator to manage and operate the annual internal market in ESOP shares in accordance with the detailed rules prescribed in the Trust documentation and the provisions of the Taxes Act.

Deadline

The time limit for receipt of tenders was 2018-04-18. The procurement was published on 2018-03-16.

Who?

• ESB ESOP Trustee Limited

What?

Where?

• Eastern and Midland › Dublin

Procurement history

Date	Document
2018-03-16	Contract notice

Contract notice (2018-03-16)
Object
Scope of the procurement
Title: Financial markets administration services
Reference number: SSCON3580
Short description:

ESB ESOP wishes to appoint: Lot 1: A service provider to maintain and administer the ESOP database / share register; Lot 2: An independent market administrator to manage and operate the annual internal market in ESOP shares in accordance with the detailed rules prescribed in the Trust documentation and the provisions of the Taxes Act.

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 markets administration services 📦
Additional CPV: Financial market operational services 📦
Place of performance
NUTS region: Dublin 🏙️

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

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Utilities entity
Awarding authority name: ESB ESOP Trustee Limited
Postal address: 2 Gateway
Postal code: East Wall Road
Postal town: Dublin 3
Contact
Internet address: http://www.esb.ie 🌏
E-mail: clare.rogers@esb.ie 📧
Phone: +353 17027705 📞
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=126365&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=126365&B=ETENDERS_SIMPLE 🌏

Reference
Dates
Date dispatched: 2018-03-16 📅
Submission deadline: 2018-04-18 📅
Publication date: 2018-03-17 📅
Identifiers
Notice number: 2018/S 054-120349
OJ-S issue: 54
Additional information

Tenders are invited only from those Companies with an existing and proven capability of providing the required services.

Object
Scope of the procurement
Short description:

ESB ESOP wishes to appoint:

Lot 1: A service provider to maintain and administer the ESOP database / share register;

Lot 2: An independent market administrator to manage and operate the annual internal market in ESOP shares in accordance with the detailed rules prescribed in the Trust documentation and the provisions of the Taxes Act.

Title of the lot: Administer the ESOP database / share register
Lot number: 1
Short description:

The scope of the work entails the administration and maintenance of the ESOP share register. This work includes, but is not limited to, the accurate and timely maintenance of and updates to the register; coordination and management of participant communications including online access and e-communications; and administration and operation of share transactions and dividend payments.

Duration: 36 months
Description of options:

ESB ESOP Trustee Limited reserves the right to extend the framework by 2 years and again by a further 2 years. (potential total extension is 4 years).

Additional information:

Tenders are invited only from those Companies with an existing and proven capability of providing the required services.

Title of the lot: Manage and Operate the Annual Internal Market in ESOP Shares
Lot number: 2
Short description:

An annual internal — or grey — market has been established for the trading of ESB ESOP shares. Participants are able to, and in certain circumstances must, sell their ESB ESOP shares and, subject to qualifying criteria, may buy additional shares on the internal market. The market is administered by a Market Administrator appointed by the ESB ESOP Trustee. The work of the Market Administrator includes, but is not limited to, the operation of the annual internal market in accordance with the provisions of the Internal Market Rules and the issue and management of all market related communications with participants.

Description of options:

ESB ESOP Trustee Ltd reserves the right to extend the framework by 2 years and again by a further 2 years. (potential total extension is 4 years).

Legal, economic, financial and technical information
Conditions for participation
Economic and financial standing:

Applicants must provide a Statement of Going Concern from, where applicable, a Company Director, Principal, Partner, Parent Company, Ultimate Holding Company or, in the case of a Consortium, each Applicant Member.

Minimum level(s) of standards:

Pass/Fail Requirement Applicants who fail to provide a Statement of Going Concern will be eliminated from any further consideration for this procurement competition.

Technical and professional ability:

Tenders are invited only from those Companies with an existing and proven capability of providing the required services. Applicants will be required to demonstrate their competence and experience for the required services by providing references for 3 projects in the last 5 years that are relevant to ESB ESOP requirements.

Minimum level(s) of standards:

Pass/Fail Requirement Applicants who fail to provide the required references will be eliminated from any further consideration for this procurement competition.

Procedure
Envisaged number of candidates: 5
Objective criteria for choosing the limited number of candidates:

Applicants will be assessed on the quality of their responses to the criteria and rules outlined and at least the top scoring 5 companies will be invited to tender, subject to that number qualifying.

Time of receipt of tenders: 12:00
Languages in which tenders or requests to participate may be submitted: English 🗣️

Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Clare Rogers
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/377 🌏
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=126365&B=ETENDERS_SIMPLE 🌏

Reference
Additional information

1) Interested parties must register their interest on the eTenders website (www.etenders.gov.ie) in order to be included on the mailing list for clarifications. 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. The contracting entity will not accept responsibility for information relayed (or not relayed) via third parties.

2) This is the sole call for competition for this service.

3) The contracting entity will not be responsible for any costs, charges or expenses incurred by candidates or tenderers.

4) Contract award will be subject to the approval of the competent authorities.

5) It will be a condition of award that candidates are tax compliant.

6) If for any reason it is not possible to admit to the framework agreement one or more of the tenderers invited following the conclusion of this competitive process, or having awarded a contract under the framework agreement, the contracting entity reserves the right to invite the next highest scoring tenderer to deliver the contract as appropriate to the circumstances pertaining to the framework.

7) At its absolute discretion, the contracting entity may elect to terminate this procurement process, the contract awarded at any time.

8) 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.

9) Without prejudice to the principle of equal treatment, the contracting entity is not obliged to engage in a clarification process in respect of questionnaires with missing or incomplete information. Therefore, candidates are advised to ensure that they return fully completed questionnaires in order to avoid the risk of elimination from the competition.

10) At Section II.2.9 we have indicated that 5 will be invited to tender, please note that the contracting entity reserves the right to invite at least 5 subject to that number qualifying.

Complementary information
Review body
Name: Chief Registrar
Postal address: Four Courts, Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
Phone: +353 18886000 📞
Internet address: http://www.courts.ie 🌏
Information about review deadlines: Consult a legal advisor.
Source: OJS 2018/S 054-120349 (2018-03-16)

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