Closed tender

Business and management consultancy services

Details

Buyer
Ervia
Topic
Financial consultancy services
Published
13 September 2018
Submission
16 October 2018

Tender description

It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a 3- year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of 2 years at the sole discretion of Ervia. The term of a contract awarded under a Framework Agreement may extend beyond the term of the relevant Framework Agreement. Lot 1: External Audit; Lot 2: Taxation Compliance; Lot 3: Other Financial, Taxation and Related Services; Lot 4: Internal Audit; Lot 5(a): Risk (All Services); Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. (As per ITT Document). It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time. It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time. It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time. It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time. It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time. It is anticipated that the Frameworks will cover the following services to the Framework Users initially for a three year period with an Ervia option to extend, on behalf of the Framework Users, for further periods up to a total maximum of two years at the sole discretion of Ervia. The term of a contract awarded under a framework agreement may extend beyond the term of the relevant framework agreement. Lot 1: External Audit Lot 2: Taxation Compliance Lot 3: Other Financial, Taxation and Related Services Lot 4: Internal Audit Lot 5(a): Risk (All Services) Lot 5(b): Risk Specialist Services Lots 1 and 2 will be awarded as separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts will be put in place between the relevant Framework Users and the winner of each respective Lot. Lot 3, Lot 4 Lot 5(a) & Lot 5(b) will be set up as multi-supplier frameworks with service providers appointed to a Framework for use by Framework Users. Contracts will be awarded by Framework Users to service providers appointed to these Frameworks in accordance with the terms of the relevant framework agreements. It is envisaged that the maximum number of service providers to be appointed to the panel for the provision of services will be as outlined in the table below. Appointed to Panel Lot 1 1 Lot 2 1 Lot 3 8 Lot 4 2 Lot 5(a) 4 Lot 5(b) 8 If there is more than one Tenderer ranked: — at 8th place in the case of Lot 3, all the 8th placed Tenderers will be appointed to the framework for that Lot, — at 2nd place in the case of Lot 4, all the 2nd placed Tenderers will be appointed to the framework for that Lot; or — at 4th place in the case of Lot 5(a), all the 4th placed Tenderers will be appointed to the framework for that Lot, — at 8th place in the case of Lot 5(b), all the 8th placed Tenderers will be appointed to the framework for that Lot, - Please reference Appendix 3 and Appendix 4 of the PQQ for further scope information on Lots 1, 2, 3, 4 & 5 (a) and 5(b). As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia’s discretion, an extension of the term of the framework agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided. Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User (and subject at the relevant time, in respect of Lot 1, to compliance with legal requirements in respect of identity and engagement of statutory auditors). Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time.

Timeline

  1. Completed: Tender published13 September 2018
    Current notice
  2. Completed: Submission date16 October 2018

About the buyer

Ervia is a public sector buyer in Ireland publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.

Relevant CPV codes

  • 66171000 · Financial consultancy services
  • 79200000 · Accounting, auditing and fiscal services
  • 79210000 · Accounting and auditing services
  • 79211000 · Accounting services
  • 79211200 · Compilation of financial statements services
  • 79212000 · Auditing services
  • 79212100 · Financial auditing services
  • 79212200 · Internal audit services
  • 79212300 · Statutory audit services
  • 79212500 · Accounting review services
  • 79221000 · Tax consultancy services
  • 79222000 · Tax-return preparation services
  • 79400000 · Business and management consultancy and related services
  • 79410000 · Business and management consultancy services
  • 79412000 · Financial management consultancy services

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