Request for Tenders (RFT) for appointment to a framework for the provision of (a) Corporate Finance; (b) Accounting, Tax and Pension Advisory Services to the National Treasury Management Agency (NTMA)
National Treasury Management Agency (NTMA)
The NTMA is seeking tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Panel 1: Corporate Finance Advisory Services; and
Panel 2: Accounting, Tax and Pension Advisory Services.
Please see the RFT attached to this notice for further information.
Please note that the RFT and associated documentation for each panel is available for download from the folder: Panel 1: Corporate Finance Advisory Services.
The time limit for receipt of tenders was 2019-03-20. The procurement was published on 2019-02-08.
SuppliersThe following suppliers are mentioned in award decisions or other procurement documents:
- • BNP Paribas SA
- • Citigroup Global Markets Ltd trading as Citi
- • Deloitte Ireland LLP trading as Deloitte
- • Ernst and Young trading as EY
- • Goldman Sachs International
- • Goodbody Stockbrokers UC trading as Goodbody
- • Investec Bank plc (Irish Branch)
- • J&E Davy trading as Davy
- • Kpmg
- • Nomura International plc
- • Accounting and auditing services › Accounting services
- • Financial consultancy, financial transaction processing and clearing-house services › Financial consultancy services
- • Fiscal services › Tax consultancy services
- • Insurance and pension services › Pension services
- • Investment banking services and related services › Corporate finance and venture capital services
Procurement history
| Date | Document |
|---|---|
| 2019-02-08 | Contract notice |
| 2019-03-14 | Additional information |
| 2019-10-03 | Contract award notice |
Contract notice (2019-02-08)
Object
Scope of the procurement
Title: Financial consultancy services
Reference number: 2019PR013
Short description:
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 📦
Additional CPV: Pension services 📦
Place of performance
NUTS region: Dublin 🏙️
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: National Treasury Management Agency (NTMA)
Postal address: Treasury Building, Grand Canal Street
Postal code: D02 XN96
Postal town: Dublin
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 12384000 📞
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
Reference
Dates
Date dispatched: 2019-02-08 📅
Submission deadline: 2019-03-20 📅
Publication date: 2019-02-13 📅
Identifiers
Notice number: 2019/S 031-069783
OJ-S issue: 31
Additional information
Please see request for tenders attached to this notice for further information.
Object
Scope of the procurement
Short description:
Title of the lot: Panel 1: Corporate Finance Advisory Services
Lot number: 1
Short description: Please see request for tenders attached to this notice for further information.
Duration: 48 months
Additional information: Please see request for tenders attached to this notice for further information.
Title of the lot: Panel 2: Accounting, Tax and Pension Advisory Services
Lot number: 2
Place of performance
Main site or place of performance: Dublin
Procedure
Legal basis: 32014L0024
Time of receipt of tenders: 16:00
Languages in which tenders or requests to participate may be submitted: English 🗣️
Tender opening date: 2019-03-20 📅
Tender opening time: 16:05
Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Procurement Unit
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/1163 🌏
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
Complementary information
Review body
Name: High Court
Postal address: Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Source: OJS 2019/S 031-069783 (2019-02-08)
Object
Scope of the procurement
Title: Financial consultancy services
Reference number: 2019PR013
Short description:
The NTMA is seeking tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Panel 1: Corporate Finance Advisory Services; and
Panel 2: Accounting, Tax and Pension Advisory Services.
Please see the RFT attached to this notice for further information.
Please note that the RFT and associated documentation for each panel is available for download from the folder: Panel 1: Corporate Finance Advisory Services.
Show more
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 📦
Additional CPV: Pension services 📦
Place of performance
NUTS region: Dublin 🏙️
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: National Treasury Management Agency (NTMA)
Postal address: Treasury Building, Grand Canal Street
Postal code: D02 XN96
Postal town: Dublin
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 12384000 📞
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
Reference
Dates
Date dispatched: 2019-02-08 📅
Submission deadline: 2019-03-20 📅
Publication date: 2019-02-13 📅
Identifiers
Notice number: 2019/S 031-069783
OJ-S issue: 31
Additional information
Please see request for tenders attached to this notice for further information.
Object
Scope of the procurement
Short description:
The NTMA is seeking tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Panel 1: Corporate Finance Advisory Services; and
Panel 2: Accounting, Tax and Pension Advisory Services.
Please see the RFT attached to this notice for further information.
Please note that the RFT and associated documentation for each panel is available for download from the folder: Panel 1: Corporate Finance Advisory Services.
Lot number: 1
Short description: Please see request for tenders attached to this notice for further information.
Duration: 48 months
Additional information: Please see request for tenders attached to this notice for further information.
Title of the lot: Panel 2: Accounting, Tax and Pension Advisory Services
Lot number: 2
Place of performance
Main site or place of performance: Dublin
Procedure
Legal basis: 32014L0024
Time of receipt of tenders: 16:00
Languages in which tenders or requests to participate may be submitted: English 🗣️
Tender opening date: 2019-03-20 📅
Tender opening time: 16:05
Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Procurement Unit
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/1163 🌏
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=141869&B=ETENDERS_SIMPLE 🌏
Complementary information
Review body
Name: High Court
Postal address: Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Source: OJS 2019/S 031-069783 (2019-02-08)
Additional information (2019-03-14)
Object
Scope of the procurement
Short description:
Notice metadata
Document type: Additional information
Common procurement vocabulary (CPV)
Code: Accounting services 📦
Reference
Dates
Date dispatched: 2019-03-14 📅
Submission deadline: 2019-03-22 📅
Publication date: 2019-03-19 📅
Identifiers
Notice number: 2019/S 055-127762
Refers to notice: 2019/S 031-069783
OJ-S issue: 55
Object
Scope of the procurement
Short description:
Object
Scope of the procurement
Short description:
The NTMA is seeking tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Panel 1: Corporate Finance Advisory Services; and
Panel 2: Accounting, Tax and Pension Advisory Services.
Please see the RFT attached to this notice for further information.
Please note that the RFT and associated documentation for each panel is available for download from the folder: Panel 1 — Corporate Finance Advisory Services.
Show more
Document type: Additional information
Common procurement vocabulary (CPV)
Code: Accounting services 📦
Reference
Dates
Date dispatched: 2019-03-14 📅
Submission deadline: 2019-03-22 📅
Publication date: 2019-03-19 📅
Identifiers
Notice number: 2019/S 055-127762
Refers to notice: 2019/S 031-069783
OJ-S issue: 55
Object
Scope of the procurement
Short description:
Please note that the RFT and associated documentation for each panel is available for download from the folder: Panel 1 — Corporate Finance Advisory Services.
Source: OJS 2019/S 055-127762 (2019-03-14)
Contract award notice (2019-10-03)
Object
Scope of the procurement
Short description:
Total value of the procurement: 1 000 000 EUR 💰
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2019-10-03 📅
Publication date: 2019-10-07 📅
Identifiers
Notice number: 2019/S 193-469525
OJ-S issue: 193
Object
Scope of the procurement
Short description:
Place of performance
Main site or place of performance: Dublin.
Procedure
Award criteria
Quality criterion (name): Proposed team
Quality criterion (weighting): 50
Quality criterion (name): Execution methodology
Quality criterion (weighting): 25
Cost criterion (name): Fees
Cost criterion (weighting): 25
Award of contract
Date of contract conclusion: 2019-07-22 📅
Name: BNP Paribas SA
Postal town: 16 boulevard des Italiens
Postal code: 75009 Paris
Country: France 🇫🇷
Paris 🏙️
Name: Citigroup Global Markets Ltd trading as Citi
Postal address: Citigroup Centre, Canada Square, Canary Wharf
Postal town: London
Postal code: E14 5LB
Country: United Kingdom 🇬🇧
London 🏙️
Name: Deloitte Ireland LLP trading as Deloitte
Postal address: Deloitte & Touche House, 29 Earlsfort Terrace
Postal town: Dublin 2
Postal code: D02 AY28
Country: Ireland 🇮🇪
Dublin 🏙️
Name: Ernst and Young trading as EY
Postal address: Harcourt Centre, Harcourt Street
Name: Goldman Sachs International
Postal address: Peterborough Court, 133 Fleet Street
Postal code: EC4A 2BB
Name: Goodbody Stockbrokers UC trading as Goodbody
Postal address: Ballsbridge Park, Ballsbridge
Postal town: Dublin 4
Postal code: D04 YW83
Name: Investec Bank PLC (Irish Branch)
Postal address: The Harcourt Building, Harcourt Street
Name: J&E Davy trading as Davy
Postal address: Davy House, 49 Dawson Street
Name: Kpmg
Postal address: 1 Stokes Place, St. Stephen's Green
Name: Nomura International plc
Postal address: 1 Angel Lane
Postal code: EC4R 3AB
Total value of the procurement: 1 000 000 EUR 💰
Information about tenders
Number of tenders received: 14
Reference
Additional information
Source: OJS 2019/S 193-469525 (2019-10-03)
Object
Scope of the procurement
Short description:
The NTMA sought tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Panel 1: Corporate Finance Advisory Services; and
Panel 2: Accounting, Tax and Pension Advisory Services.
Please see the RFT attached to this notice for further information.
Please note that the RFT and associated documentation for each panel is available for download from the folder: panel 1 — Corporate finance advisory services.
Show more
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2019-10-03 📅
Publication date: 2019-10-07 📅
Identifiers
Notice number: 2019/S 193-469525
OJ-S issue: 193
Object
Scope of the procurement
Short description:
The NTMA sought tenders for appointment to a multi-party framework for the provision of advisory services, comprising:
Please note that the RFT and associated documentation for each panel is available for download from the folder: panel 1 — Corporate finance advisory services.
Main site or place of performance: Dublin.
Procedure
Award criteria
Quality criterion (name): Proposed team
Quality criterion (weighting): 50
Quality criterion (name): Execution methodology
Quality criterion (weighting): 25
Cost criterion (name): Fees
Cost criterion (weighting): 25
Award of contract
Date of contract conclusion: 2019-07-22 📅
Name: BNP Paribas SA
Postal town: 16 boulevard des Italiens
Postal code: 75009 Paris
Country: France 🇫🇷
Paris 🏙️
Name: Citigroup Global Markets Ltd trading as Citi
Postal address: Citigroup Centre, Canada Square, Canary Wharf
Postal town: London
Postal code: E14 5LB
Country: United Kingdom 🇬🇧
London 🏙️
Name: Deloitte Ireland LLP trading as Deloitte
Postal address: Deloitte & Touche House, 29 Earlsfort Terrace
Postal town: Dublin 2
Postal code: D02 AY28
Country: Ireland 🇮🇪
Dublin 🏙️
Name: Ernst and Young trading as EY
Postal address: Harcourt Centre, Harcourt Street
Name: Goldman Sachs International
Postal address: Peterborough Court, 133 Fleet Street
Postal code: EC4A 2BB
Name: Goodbody Stockbrokers UC trading as Goodbody
Postal address: Ballsbridge Park, Ballsbridge
Postal town: Dublin 4
Postal code: D04 YW83
Name: Investec Bank PLC (Irish Branch)
Postal address: The Harcourt Building, Harcourt Street
Name: J&E Davy trading as Davy
Postal address: Davy House, 49 Dawson Street
Name: Kpmg
Postal address: 1 Stokes Place, St. Stephen's Green
Name: Nomura International plc
Postal address: 1 Angel Lane
Postal code: EC4R 3AB
Total value of the procurement: 1 000 000 EUR 💰
Information about tenders
Number of tenders received: 14
Reference
Additional information
Amounts payable under this framework will be linked to the volume of activity required by the NTMA in respect of the provision of (a) Corporate Finance; (b) Accounting, Tax and Pension Advisory Services. Therefore the framework value stated in this notice (notwithstanding Section II.1.7) and V.2.4) for each lot above) are approximate only and should not be taken as a definitive indication of the volume of activity that may be required by the NTMA.
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