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:
Object Scope of the procurement
Title:
“Financial Professional and Advisory Services Framework for ESB Group
SS/CON/4503”
Products/services: Accounting, auditing and fiscal services📦
Short description:
“Financial professional and advisory services framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services...”
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.
Show more Information about lots
Tenders may be submitted for all lots
1️⃣ Scope of the procurement
Title: Taxation Advisory Services
Title
Lot Identification Number: 1
Description
Additional products/services: Tax consultancy services📦
Place of performance: Éire/Ireland🏙️
Description of the procurement:
“These services will include the delivery of taxation advisory type services to support ESB’s requirements for a range of activities including, but not...”
Description of the procurement
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.
Show more Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
Duration of the contract, framework agreement or dynamic purchasing system
The time frame below is expressed in number of months.
Description
Duration: 36
Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 10
Information about options
Options ✅
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.” Description
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...”
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.
2️⃣ Scope of the procurement
Title: Financial Advisory, Due Diligence and Valuation Services
Title
Lot Identification Number: 2
Description
Additional products/services: Financial management consultancy services📦
Description of the procurement:
“These services will include the delivery of financial advisory type services to support ESB’s requirements for a range of activities including, but not...”
Description of the procurement
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.
Show more
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...”
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.
3️⃣ Scope of the procurement
Title: Accounting and Governance Advisory Services
Title
Lot Identification Number: 3
Description
Additional products/services: Accounting services📦
Additional products/services: Accounting review services📦
Description of the procurement:
“These services will include the delivery of accounting and governance advisory type services to support ESB’s requirements for a range of activities...”
Description of the procurement
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.
Show more
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...”
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
List and brief description of conditions:
“As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.” Economic and financial standing
List and brief description of selection criteria:
“As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.” Technical and professional ability
List and brief description of selection criteria:
“As stated in procurement qualification questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 159508.” Conditions for participation
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...”
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 Type of procedure
Negotiated procedure with prior call for competition
Information about a framework agreement or a dynamic purchasing system
Framework agreement with several operators
Description
Envisaged maximum number of participants to the framework agreement: 20
Administrative information
Time limit for receipt of tenders or requests to participate: 2019-12-02
12:00 📅
Languages in which tenders or requests to participate may be submitted: English 🗣️
Complementary information 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...”
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.
Show more Review body
Name: Chief Registrar
Postal address: Four Courts, Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
Phone: +353 18886000📞
URL: 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...”
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.
Complementary information Original notice reference
Notice number in the OJ S: 2019/S 213-524343
Changes Other additional information
“Extension of time limit for receipt of requests to participate to 10.12.2019 at 12.00 local time”
Source: OJS 2019/S 231-567846 (2019-11-27)
Additional information (2019-12-04) Contracting authority Name and addresses
Postal address: 2 Gateway
Postal code: East Wall Road
Changes Text to be corrected in the original notice
Section number: IV.2.2)
Place of text to be modified: Time limit for receipt of tenders or requests to participate
Old value
Date: 2019-12-10 📅
Time: 12:00
New value
Date: 2020-01-10 📅
Time: 12:00
Other 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) Contracting authority Name and addresses
Name: Electricity Supply Board ( ESB )
Object Scope of the procurement
Title: Financial Professional & Advisory Services Framework for ESB Group
SS/CON/4503
Short description:
“Financial Professional & Advisory Services Framework for ESB Group’s diverse businesses across Ireland, Northern Ireland and Great Britain. The services...”
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.
Show more Information about lots
This contract is divided into lots ✅ Description
Description of the procurement:
“These services will include the delivery of taxation advisory type services to support ESB’s requirements for a range of activities including, but not...”
Description of the procurement
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.
Show more
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...”
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
Show more
Description of the procurement:
“These services will include the delivery of financial advisory type services to support ESB’s requirements for a range of activities including, but not...”
Description of the procurement
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.
Show more
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...”
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.
Show more
Description of the procurement:
“These services will include the delivery of accounting and governance advisory type services to support ESB’s requirements for a range of activities...”
Description of the procurement
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.
Show more
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...”
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.
Procedure Information about framework agreement
The procurement involves the establishment of a framework agreement
Administrative information
Previous publication concerning this procedure: 2019/S 213-524343
Award of contract
1️⃣
Contract Number: 1
Lot Identification Number: 1
Title: Taxation Advisory Services
Date of conclusion of the contract: 2020-07-01 📅
Name and address of the contractor
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📧
Region: Éire/Ireland🏙️
URL: http://www.deloitte.com/ie🌏
The contractor is an SME
2️⃣
Contract Number: 2
Date of conclusion of the contract: 2021-01-29 📅
Name and address of the contractor
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📧
URL: http://www.ey.com🌏
3️⃣
Contract Number: 3
Name and address of the contractor
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📧
Fax: +353 4121468 📠
URL: http://www.kpmg.ie🌏
4️⃣
Contract Number: 4
Date of conclusion of the contract: 2020-11-18 📅
Name and address of the contractor
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📧
URL: http://https://www.mccannfitzgerald.com/ 🌏
5️⃣
Contract Number: 5
Date of conclusion of the contract: 2021-06-14 📅
Name and address of the contractor
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📧
Fax: +353 17926200 📠
URL: http://www.pwc.com/ie🌏
6️⃣
Contract Number: 6
Lot Identification Number: 2
Title: Financial Advisory, Due Diligence and Valuation Services
Date of conclusion of the contract: 2021-11-03 📅
Name and address of the contractor
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📧
Region: United Kingdom 🏙️
7️⃣
Contract Number: 7
Date of conclusion of the contract: 2021-09-17 📅
Name and address of the contractor
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📧
8️⃣
Contract Number: 8
9️⃣
Contract Number: 9
1️⃣0️⃣
Contract Number: 10
Name and address of the contractor
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📧
1️⃣1️⃣
Contract Number: 11
Date of conclusion of the contract: 2020-12-03 📅
Name and address of the contractor
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📧
1️⃣2️⃣
Contract Number: 12
Date of conclusion of the contract: 2021-03-15 📅
Name and address of the contractor
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📧
URL: http://https://www.goldmansachs.com/ 🌏
1️⃣3️⃣
Contract Number: 13
Date of conclusion of the contract: 2020-12-17 📅
Name and address of the contractor
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📧
Region: Nederland 🏙️
URL: http://www.green-giraffe.eu🌏
1️⃣4️⃣
Contract Number: 14
Date of conclusion of the contract: 2020-10-27 📅
Name and address of the contractor
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📧
URL: http://www.hsbc.com🌏
1️⃣5️⃣
Contract Number: 15
1️⃣6️⃣
Contract Number: 16
Date of conclusion of the contract: 2021-03-22 📅
Name and address of the contractor
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📧
URL: http://www.rothschild.com🌏
1️⃣7️⃣
Contract Number: 17
Name and address of the contractor
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📧
1️⃣8️⃣
Contract Number: 18
1️⃣9️⃣
Contract Number: 19
Date of conclusion of the contract: 2020-11-30 📅
Name and address of the contractor
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📧
URL: http://https://www.rbccm.com/ 🌏
2️⃣0️⃣
Contract Number: 20
Lot Identification Number: 3
Title: Accounting and Governance Advisory Services
2️⃣1️⃣
Contract Number: 21
2️⃣2️⃣
Contract Number: 22
Complementary information 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...”
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 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.
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.
Show more
Source: OJS 2021/S 247-654855 (2021-12-16)