Financial Professional and Advisory Services Framework for ESB Group

Electricity Supply Board (ESB)

Financial professional and advisory services framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services required are divided into the following 3 lots:
Lot 1: taxation advisory services;
Lot 2: financial advisory, due diligence and valuation services;
Lot 3: accounting and governance advisory services.
Please note that a pre-qualification questionnaire (PQQ) accompanies this notice and provides a more detailed description of requirements.

Deadline

The time limit for receipt of tenders was 2019-12-02. The procurement was published on 2019-10-31.

Suppliers

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

• Barclays Bank PLC
• BNP Paribas
• Deloitte Ireland LLP
• Ernst & Young
• Evercore Partners
• FTI Consulting Management Solutions Limited
• Goldman Sachs
• Green Giraffe B.V.
• HSBC Bank plc Ireland
• Kpmg
• McCann FitzGerald LLP
• N M Rothschild & Sons Limited
• Nomura International plc
• PwC
• RBC EUROPE LIMITED

Who?

• Electricity Supply Board (ESB)

What?

• Accounting and auditing services › Accounting services
• Auditing services › Accounting review services
• Business and management consultancy services › Financial management consultancy services
• Fiscal services › Tax consultancy services

Where?

• Éire/Ireland

Procurement history

Date	Document
2019-10-31	Contract notice
2019-11-27	Additional information
2019-12-04	Additional information
2021-12-16	Contract award notice

Contract notice (2019-10-31)
Object
Scope of the procurement
Title: Accounting, auditing and fiscal services
Reference number: SS/CON/4503
Short description:

Financial professional and advisory services framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services required are divided into the following 3 lots: Lot 1: taxation advisory services; Lot 2: financial advisory, due diligence and valuation services; Lot 3: accounting and governance advisory services. Please note that a pre-qualification questionnaire (PQQ) accompanies this notice and provides a more detailed description of requirements.

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: Accounting, auditing and fiscal services 📦
Additional CPV: Tax consultancy services 📦
Financial management consultancy services 📦
Accounting services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️

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: Electricity Supply Board (ESB)
Postal address: 2 Gateway, East Wall Road
Postal town: Dublin 3
Contact
Internet address: http://www.esb.ie 🌏
E-mail: margaret.custy@esb.ie 📧
Phone: +353 17027996 📞
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=156228&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=156228&B=ETENDERS_SIMPLE 🌏

Reference
Dates
Date dispatched: 2019-10-31 📅
Submission deadline: 2019-12-02 📅
Publication date: 2019-11-05 📅
Identifiers
Notice number: 2019/S 213-524343
OJ-S issue: 213
Additional information

Applicants will be assessed on the quality of their responses to the criteria and rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 1, subject to that number qualifying. Please consult the associated document which contains full instructions re-submission of tenders is available to download from http://www.etenders.gov.ie/ using RFT 159508.

Object
Scope of the procurement
Short description:

Lot 1: taxation advisory services;

Lot 2: financial advisory, due diligence and valuation services;

Lot 3: accounting and governance advisory services.

Please note that a pre-qualification questionnaire (PQQ) accompanies this notice and provides a more detailed description of requirements.

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

These services will include the delivery of taxation advisory type services to support ESB’s requirements for a range of activities including, but not limited to:

— business tax,

— corporate transactions,

— transfer pricing,

— international tax structuring,

— VAT,

— customs,

— tax management,

— tax compliance,

— human resource tax services.

It is envisaged that contracts will be agreed with up to 6 suppliers for Lot 1 services, subject to that number qualifying.

Duration: 36 months
Description of options:

ESB Group reserves the right to extend the framework for up to 5 years at intervals of 2 years, 2 years and 1 year.

Additional information:

Title of the lot: Financial Advisory, Due Diligence and Valuation Services
Lot number: 2
Short description:

These services will include the delivery of financial advisory type services to support ESB’s requirements for a range of activities including, but not limited to:

— acquisitions,

— mergers,

— disposals,

— valuations,

— financial modelling,

— project finance arrangements,

— debt and refinancing,

— general financial advice.

It is envisaged that contracts will be agreed with up to 8 suppliers for Lot 2 services, subject to that number qualifying.

Additional information:

Applicants will be assessed on the quality of their responses to the criteria and rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 2, subject to that number qualifying. Please consult the associated document which contains full instructions re-submission of tenders is available to download from http://www.etenders.gov.ie/ using RFT 159508.

Title of the lot: Accounting and Governance Advisory Services
Lot number: 3
Short description:

These services will include the delivery of accounting and governance advisory type services to support ESB’s requirements for a range of activities including, but not limited to:

— technical accounting advice and support,

— governance,

— control processes,

— compliance.

It is envisaged that contracts will be agreed with up to 6 suppliers for Lot 3 services, subject to that number qualifying.

Additional information:

Applicants will be assessed on the quality of their responses to the criteria and rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 3, subject to that number qualifying. Please consult the associated document which contains full instructions re submission of tenders is available to download from http://www.etenders.gov.ie/ using RFT 159508.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:

As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.

Economic and financial standing:

As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.

Technical and professional ability:

As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.

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

Where a grouping of service providers express interest, it will be a requirement of ESB Group that 1 member of the group accepts full contractual responsibility for the delivery of the service. Where appropriate, the intended contractually responsible member of any grouping or consortium must be identified in the response notice.

Procedure
Legal basis: 32014L0025
Envisaged number of candidates: 10
Number of participants to be contemplated: 20
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: Margaret Custy
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=156228&B=ETENDERS_SIMPLE 🌏

Reference
Additional information

Section IV.1.3) above refers.

Envisaged maximum number of participants to the framework agreement:

— for Lot 1 envisaged number is 6 participants subject to that number qualifying,

— for Lot 2 envisaged number is 8 participants subject to that number qualifying,

— for Lot 3 envisaged number is 6 participants subject to that number qualifying.

1) It is our intention to use the Irish Government Procurement portal (www.etenders.gov.ie) for this competition. Access to this portal is free of charge. Interested parties must formally register their expression of interest for this competition on eTenders before they can gain access to the PQQ documentation. All information relating to and including the pre-qualification documents, any clarifications and changes will be issued/published via this portal. 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 1 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 join the framework agreement and/or 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 framework agreement or any contract awarded under the framework agreement 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.

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 🌏
Source: OJS 2019/S 213-524343 (2019-10-31)

Additional information (2019-11-27)
Object
Scope of the procurement
Short description:

Financial professional and advisory services framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services required are divided into the following three lots: Lot 1: Taxation Advisory Services; Lot 2: Financial Advisory, Due Diligence and Valuation Services; Lot 3: Accounting and Governance Advisory Services. Please note that a pre-qualification questionnaire (PQQ) accompanies this notice and provides a more detailed description of requirements.

Notice metadata
Document type: Additional information
Common procurement vocabulary (CPV)
Code: Financial management consultancy services 📦

Reference
Dates
Date dispatched: 2019-11-27 📅
Submission deadline: 2019-12-10 📅
Publication date: 2019-11-29 📅
Identifiers
Notice number: 2019/S 231-567846
Refers to notice: 2019/S 213-524343
OJ-S issue: 231
Additional information

Extension of time limit for receipt of requests to participate to 10.12.2019 at 12.00 local time

Object
Scope of the procurement
Short description:

Lot 1: Taxation Advisory Services;

Lot 2: Financial Advisory, Due Diligence and Valuation Services;

Lot 3: Accounting and Governance Advisory Services.

Source: OJS 2019/S 231-567846 (2019-11-27)

Additional information (2019-12-04)
Contracting authority
Identity
Postal address: 2 Gateway
Postal code: East Wall Road

Reference
Dates
Date dispatched: 2019-12-04 📅
Submission deadline: 2020-01-10 📅
Publication date: 2019-12-09 📅
Identifiers
Notice number: 2019/S 237-582478
OJ-S issue: 237
Additional information

Extension of time limit for receipt of requests to participate to 10.1.2020 at 12 a.m. local time.

Source: OJS 2019/S 237-582478 (2019-12-04)

Contract award notice (2021-12-16)
Object
Scope of the procurement
Short description:

Financial Professional & Advisory Services Framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services required are divided into the following three Lots: Lot 1 Taxation Advisory Services Lot 2 Financial Advisory, Due Diligence and Valuation Services Lot 3 Accounting and Governance Advisory Services Please note that a Pre-Qualification Questionnaire (PQQ) accompanies this Notice and provides a more detailed description of requirements.

Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable
Award criteria
Lowest price

Contracting authority
Identity
Awarding authority name: Electricity Supply Board ( ESB )

Reference
Dates
Date dispatched: 2021-12-16 📅
Publication date: 2021-12-21 📅
Identifiers
Notice number: 2021/S 247-654855
OJ-S issue: 247
Additional information

Applicants will be assessed on the quality of their responses to the criteria&rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 1, subject to that number qualifying. Please consult the associated document which contains full instructions re submission of tenders&is available to download from http://www.etenders.gov.ie/ using RFT 159508

Object
Scope of the procurement
Short description:

Lot 1 Taxation Advisory Services

Lot 2 Financial Advisory, Due Diligence and Valuation Services

Lot 3 Accounting and Governance Advisory Services

Please note that a Pre-Qualification Questionnaire (PQQ) accompanies this Notice and provides a more detailed description of requirements.

• Business Tax

• Corporate Transactions

• Transfer Pricing

• International Tax Structuring

• VAT

• Customs

• Tax Management

• Tax Compliance

• Human Resource Tax Services

Additional information:

Short description:

• Acquisitions

• Mergers

• Disposals

• Valuations

• Financial modelling

• Project finance arrangements

• Debt and Refinancing

• General financial advice

Additional information:

Applicants will be assessed on the quality of their responses to the criteria&rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 2, subject to that number qualifying. Please consult the associated document which contains full instructions re submission of tenders&is available to download from http://www.etenders.gov.ie/ using RFT 159508.

Short description:

• Technical accounting advice and support

• Governance

• Control Processes

• Compliance

Additional information:

Applicants will be assessed on the quality of their responses to the criteria&rules outlined in the PQQ. It is envisaged that the top scoring 10 applicants will be invited to tender for Lot 3, subject to that number qualifying. Please consult the associated document which contains full instructions re submission of tenders&is available to download from http://www.etenders.gov.ie/ using RFT 159508.

Award of contract
Date of contract conclusion: 2020-07-01 📅
Name: Deloitte Ireland LLP
National registration number: 03536140KH
Postal address: Deloitte & Touche
Postal town: Dublin
Postal code: Earlsfort Terrace
Country: Ireland 🇮🇪
Phone: +353 14172200 📞
E-mail: tenders@deloitte.ie 📧
Internet address: http://www.deloitte.com/ie 🌏
Date of contract conclusion: 2021-01-29 📅
Name: Ernst & Young
National registration number: IE 4554695L
Postal address: Harcourt Centre, Harcourt Street
Postal code: Dublin
Phone: +353 4794074 📞
E-mail: eytendersirl@ie.ey.com 📧
Internet address: http://www.ey.com 🌏
Name: Kpmg
National registration number: 9F54042G
Postal address: 1 Stokes Place
Postal code: St Stephen's Green
Phone: +353 4101468 📞
E-mail: gerard.reilly@kpmg.ie 📧
Internet address: http://www.kpmg.ie 🌏
Date of contract conclusion: 2020-11-18 📅
Name: McCann FitzGerald LLP
National registration number: IE 0056560F
Postal address: Riverside One, Sir John Rogerson's Quay
Phone: +353 16071779 📞
E-mail: busdev@mccannfitzgerald.com 📧
Internet address: http://https://www.mccannfitzgerald.com/ 🌏
Date of contract conclusion: 2021-06-14 📅
Name: PwC
National registration number: IE9526897O
Postal address: One Spencer Dock, North Wall Quay, Dublin 1
Postal town: dublin
Phone: +353 17926416 📞
E-mail: florence.curley@pwc.com 📧
Internet address: http://www.pwc.com/ie 🌏
Date of contract conclusion: 2021-11-03 📅
Name: Barclays Bank PLC
National registration number: GB 243 8522 62
Postal address: 5 The North Colonnade
Postal town: London
Postal code: E14 4BB
Country: United Kingdom 🇬🇧
Phone: +44 02031344464 📞
E-mail: hugh.moran@barclays.com 📧
Date of contract conclusion: 2021-09-17 📅
Name: BNP Paribas
National registration number: Xyz
Postal address: BNP Paribas Dublin Branch
Postal town: IFSC, Dublin 1
Postal code: 5 Georges Dock
Phone: +353 016125069 📞
E-mail: cormac.oreilly@bnpparibas.com 📧
Name: Evercore Partners
National registration number: N/a
Postal address: 15 Stanhope Gate
Postal code: London
Phone: +44 207653605 📞
E-mail: john.mason@evercore.com 📧
Date of contract conclusion: 2020-12-03 📅
Name: FTI Consulting Management Solutions Limited
National registration number: IE3174342IH
Postal address: The Academy, Suite 2B, Perase Street
Postal code: Dublin 2
Phone: +353 879909993 📞
E-mail: emma.pitt@fticonsulting.com 📧
Date of contract conclusion: 2021-03-15 📅
Name: Goldman Sachs
National registration number: GB 447 2649 28
Postal address: Hardwicke House
Postal code: Hatch Street
Phone: +353 872315810 📞
E-mail: hugo.macneill@gs.com 📧
Internet address: http://https://www.goldmansachs.com/ 🌏
Date of contract conclusion: 2020-12-17 📅
Name: Green Giraffe B.V.
National registration number: NL822455547B01
Postal address: Plompetorengracht 19
Postal town: Utrecht
Postal code: 3512 CB CX
Country: Netherlands 🇳🇱
Phone: +33 669532766 📞
E-mail: d.marshall@green-giraffe.eu 📧
Internet address: http://www.green-giraffe.eu 🌏
Date of contract conclusion: 2020-10-27 📅
Name: HSBC Bank plc Ireland
National registration number: 904230
Postal address: 1 GRAND CANAL SQUARE
Postal town: DUBLIN 2 D02 P820
Postal code: Grand canal harbour
E-mail: dublinreception@hsbc.com 📧
Internet address: http://www.hsbc.com 🌏
Date of contract conclusion: 2021-03-22 📅
Name: N M Rothschild & Sons Limited
National registration number: GB244006696
Postal address: New Court, St Swithin's Lane
Postal code: EC4N 8AL
E-mail: francois.jarrosson@rothschild.com 📧
Internet address: http://www.rothschild.com 🌏
Name: Nomura International plc
National registration number: 447249235
Postal address: 1 Angel Lane, London, EC4R 3AB
Phone: +44 2071024813 📞
E-mail: alex.wotton@nomura.com 📧
Date of contract conclusion: 2020-11-30 📅
Name: Rbc europe limited
National registration number: GB 365 345640
Postal address: Riverbank House, 2 Swan Lane
Postal code: EC4R 3BF
E-mail: edward.golder@rbccm.com 📧
Internet address: http://https://www.rbccm.com/ 🌏

Reference
Additional information

Section IV.1.3 above refers.

- For Lot 1 envisaged number is 6 participants subject to that number qualifying;

- For Lot 2 envisaged number is 8 participants subject to that number qualifying;

- For Lot 3 envisaged number is 6 participants subject to that number qualifying.

1) It is our intention to use the Irish Government Procurement portal (www.etenders.gov.ie) for this competition. Access to this Portal is free of charge. Interested parties must formally register their expression of interest for this competition on eTenders before they can gain access to the PQQ documentation. All information relating to and including the pre-qualification documents, any clarifications and changes will be issued/published via this portal. 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 join the framework agreement and/or 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 framework agreement or any contract awarded under the framework agreement at any time.

Source: OJS 2021/S 247-654855 (2021-12-16)

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