Norfund is planning to purchase a new portfolio management system. Norfund (Norwegian Investment Fund for Developing Countries) is an investment company that develops and establishes profitable and sustainable enterprises in developing countries. The objective is to promote business development and contribute to economic growth and poverty alleviation. Norfund operates in some of the world’s poorest countries and invests in markets where ordinary commercial enterprises are often reluctant to venture alone because of the high risk. Norfund invests equity, directly in enterprises and indirectly through funds, as well as providing loans to individual companies. Norfund is a company with limited liability established and operated under special legislation (the Norfund Act) and owned by the Norwegian Government through the Ministry of Foreign Affairs. Norfund acts as a key instrument of Norwegian development policy, and the Storting (Norwegian parliament) allocates annual capital grants to Norfund in its development assistance budget. Norfund’s investment operations are divided into four investment areas: Financial Institutions, SME Funds, Renewable Energy and Industrial Partnerships. The organization currently has a total of 45 employees distributed between the main office in Oslo and regional offices in Johannesburg (South Africa), Nairobi (Kenya) San José (Costa Rica) and Bangkok (Thailand). At the end of 2010, Norfund had a committed portfolio of NOK 5.8 billion (USD 1 billion) and 85 investment projects. Norfund’s main regions of activity are Eastern and Southern Africa. In addition, Norfund invests in Central America and selected countries in Southeast Asia (Bangladesh, Laos, Cambodia and Vietnam). Norfund’s accounts are in Norwegian kroner (NOK), but we invest in various currencies like USD, EUR, NOK, ZAR and local currencies like BDT, MZN. Norfund succeeds in its goal of creating sustainable development and alleviating poverty by undertaking profitable investments that give rise to viable enterprises. This is achieved mainly through Norfund’s solid professional skills in the field of investment, combined with sound knowledge of the frameworks prevailing in the countries and sectors in which we invest, the enterprises and their managements, and the partners with whom we co-invest. Portfolio Management System. Norfund currently has a functioning portfolio management system (PSS). The system has so far to a large extent covered Norfund’s needs from a portfolio management system’s perspective. This includes the investment process, valuations, disbursements, cash flows, risk classification, Social Environment and Governance (ESG) data and project follow-up. We use the system for reporting on the portfolio and we should be able to use the new system for at least the same quality of reporting that we do today. The procurement includes: — licenses to a new system, — implementation of system according to Norfunds needs, — support and maintance of system. NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.english.doffin.no/Search/Search_Switch.aspx?ID=234217.
Frist
Fristen for mottak av tilbud var 2011-08-10.
Anskaffelsen ble publisert 2011-06-27.
Kunngjøring av konkurranse (2011-06-27) Gjenstand Anskaffelsens omfang
Tittel: software package and information systems
Antall eller omfang: 1 000 0003 000 000
Metadata for kunngjøring
Originalspråk: engelsk 🗣️
Dokumenttype: Kunngjøring av konkurranse
Kontraktens art: Tjenester
Forskrift: Det europeiske økonomiske samarbeidsområdet (EØS), med deltakelse av GPA-land
Felles innkjøpsordliste (CPV)
Kode: Programvare og informasjonssystemer📦
Prosedyre
Prosedyretype: Åpen anbudskonkurranse
Tilbudstype: Innlevering for alle delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet
Oppdragsgiver Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Annet
Postadresse: P.O. Box 1280 Vika,
Postnummer: 0111
Poststed: Oslo
Kontakt
Internettadresse: http://www.norfund.no/🌏
Telefon: +47 22019393📞
Faks: +47 22019394 📠
Norfund is planning to purchase a new portfolio management system.
Norfund (Norwegian Investment Fund for Developing Countries) is an investment company that develops and establishes profitable and sustainable enterprises in developing countries. The objective is to promote business development and contribute to economic growth and poverty alleviation. Norfund operates in some of the world’s poorest countries and invests in markets where ordinary commercial enterprises are often reluctant to venture alone because of the high risk. Norfund invests equity, directly in enterprises and indirectly through funds, as well as providing loans to individual companies.
Norfund (Norwegian Investment Fund for Developing Countries) is an investment company that develops and establishes profitable and sustainable enterprises in developing countries. The objective is to promote business development and contribute to economic growth and poverty alleviation. Norfund operates in some of the world’s poorest countries and invests in markets where ordinary commercial enterprises are often reluctant to venture alone because of the high risk. Norfund invests equity, directly in enterprises and indirectly through funds, as well as providing loans to individual companies.
Norfund is a company with limited liability established and operated under special legislation (the Norfund Act) and owned by the Norwegian Government through the Ministry of Foreign Affairs. Norfund acts as a key instrument of Norwegian development policy, and the Storting (Norwegian parliament) allocates annual capital grants to Norfund in its development assistance budget.
Norfund is a company with limited liability established and operated under special legislation (the Norfund Act) and owned by the Norwegian Government through the Ministry of Foreign Affairs. Norfund acts as a key instrument of Norwegian development policy, and the Storting (Norwegian parliament) allocates annual capital grants to Norfund in its development assistance budget.
Norfund’s investment operations are divided into four investment areas: Financial Institutions, SME Funds, Renewable Energy and Industrial Partnerships. The organization currently has a total of 45 employees distributed between the main office in Oslo and regional offices in Johannesburg (South Africa), Nairobi (Kenya) San José (Costa Rica) and Bangkok (Thailand). At the end of 2010, Norfund had a committed portfolio of NOK 5.8 billion (USD 1 billion) and 85 investment projects.
Norfund’s investment operations are divided into four investment areas: Financial Institutions, SME Funds, Renewable Energy and Industrial Partnerships. The organization currently has a total of 45 employees distributed between the main office in Oslo and regional offices in Johannesburg (South Africa), Nairobi (Kenya) San José (Costa Rica) and Bangkok (Thailand). At the end of 2010, Norfund had a committed portfolio of NOK 5.8 billion (USD 1 billion) and 85 investment projects.
Norfund’s main regions of activity are Eastern and Southern Africa. In addition, Norfund invests in Central America and selected countries in Southeast Asia (Bangladesh, Laos, Cambodia and Vietnam). Norfund’s accounts are in Norwegian kroner (NOK), but we invest in various currencies like USD, EUR, NOK, ZAR and local currencies like BDT, MZN.
Norfund’s main regions of activity are Eastern and Southern Africa. In addition, Norfund invests in Central America and selected countries in Southeast Asia (Bangladesh, Laos, Cambodia and Vietnam). Norfund’s accounts are in Norwegian kroner (NOK), but we invest in various currencies like USD, EUR, NOK, ZAR and local currencies like BDT, MZN.
Norfund succeeds in its goal of creating sustainable development and alleviating poverty by undertaking profitable investments that give rise to viable enterprises. This is achieved mainly through Norfund’s solid professional skills in the field of investment, combined with sound knowledge of the frameworks prevailing in the countries and sectors in which we invest, the enterprises and their managements, and the partners with whom we co-invest.
Norfund succeeds in its goal of creating sustainable development and alleviating poverty by undertaking profitable investments that give rise to viable enterprises. This is achieved mainly through Norfund’s solid professional skills in the field of investment, combined with sound knowledge of the frameworks prevailing in the countries and sectors in which we invest, the enterprises and their managements, and the partners with whom we co-invest.
Portfolio Management System.
Norfund currently has a functioning portfolio management system (PSS). The system has so far to a large extent covered Norfund’s needs from a portfolio management system’s perspective. This includes the investment process, valuations, disbursements, cash flows, risk classification, Social Environment and Governance (ESG) data and project follow-up. We use the system for reporting on the portfolio and we should be able to use the new system for at least the same quality of reporting that we do today.
Norfund currently has a functioning portfolio management system (PSS). The system has so far to a large extent covered Norfund’s needs from a portfolio management system’s perspective. This includes the investment process, valuations, disbursements, cash flows, risk classification, Social Environment and Governance (ESG) data and project follow-up. We use the system for reporting on the portfolio and we should be able to use the new system for at least the same quality of reporting that we do today.
The procurement includes:
— licenses to a new system,
— implementation of system according to Norfunds needs,
Estimert verdi eksklusive mva: 1 000 000 💰
3 000 000 💰
Beskrivelse av opsjoner:
Below is a list of functionality that would be nice to have and optional in a new portfolio system, these are however not included in the minimum criteria for being a chosen as the system supplier. We request that you describe your systems’ functionality on these issues and, if possible, give us a separate price for this functionality.
Below is a list of functionality that would be nice to have and optional in a new portfolio system, these are however not included in the minimum criteria for being a chosen as the system supplier. We request that you describe your systems’ functionality on these issues and, if possible, give us a separate price for this functionality.
— generation of invoices from loan module,
— pipeline projects o work flow with check boxes at the different stages of developing a project o possibility to have different work flows depending on investment type and risk classification o expected investment amount and probability for committed investment by a separate date,
— pipeline projects o work flow with check boxes at the different stages of developing a project o possibility to have different work flows depending on investment type and risk classification o expected investment amount and probability for committed investment by a separate date,
— project follow-up o qualitative description of projects o work plans o status updates,
— possibility to attach and store documents (any format) in different phases (examples):— signed agreements (commitment date), — disbursement requests (cash flow), — ic document (investment document sent to the investment committee (ic)), — documentation in connection with valuation (semi annual valuation),
— possibility to attach and store documents (any format) in different phases (examples):— signed agreements (commitment date), — disbursement requests (cash flow), — ic document (investment document sent to the investment committee (ic)), — documentation in connection with valuation (semi annual valuation),
— archive functionality – please describe if your system have an archive functionality with special emphasis on:, — structure, — flexibility (what is standard and what can be tailor made), — version control, — work flow functionality, — specify documents as final (not possible to amend and easy to find), — search functionality,
— archive functionality – please describe if your system have an archive functionality with special emphasis on:, — structure, — flexibility (what is standard and what can be tailor made), — version control, — work flow functionality, — specify documents as final (not possible to amend and easy to find), — search functionality,
— information on grant facility – norfund has a grant facility which gives money to our projects as grants to increase the development effects of our investments: — the grant facility is potentially available for all projects, but shall be handled independently from the investment itself, — it should be possible to allocate grants to specific projects that are not classified as an investment project in the system, — the grant money should be strictly separated from the investment portfolio, — ability to compile information by project/department/category/geography/ sector/project manager, — total commitment, — total disbursed, — total remaining - including currency adjustments,
— information on grant facility – norfund has a grant facility which gives money to our projects as grants to increase the development effects of our investments: — the grant facility is potentially available for all projects, but shall be handled independently from the investment itself, — it should be possible to allocate grants to specific projects that are not classified as an investment project in the system, — the grant money should be strictly separated from the investment portfolio, — ability to compile information by project/department/category/geography/ sector/project manager, — total commitment, — total disbursed, — total remaining - including currency adjustments,
— logic checks o expected irr (checked against actual cf and expected cf), — valuation (checked against expected cf), — other – please indicate,
— links to other systems/sources of information, — fx rates – import fx rates daily – possible at what cost? our portfolio is a mix of hard currencies like usd, eur, nok, zar and developing currencies like mzn, bdt, ugs, kes among other, — data files for the accounting system. possibility to create accounting files from the system.
— links to other systems/sources of information, — fx rates – import fx rates daily – possible at what cost? our portfolio is a mix of hard currencies like usd, eur, nok, zar and developing currencies like mzn, bdt, ugs, kes among other, — data files for the accounting system. possibility to create accounting files from the system.
Utførelsessted
Hovedsted eller utførelsessted: Oslo, Norway.
Juridisk, økonomisk, finansiell og teknisk informasjon Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten: (1) Company registration certificate.
Økonomisk og finansiell stilling:
(1) The company’s most recent annual report including new information of relevance to the company’s accounting figures
(2) Presentation of the company’s annual accounts, or extracts thereof
Teknisk og faglig kapasitet:
(1) A list of the principal deliveries effected, or main services provided, by the company, in the past three years, with the values, dates and recipients (for supply and service contracts)
Kontraktutførelse
Personalets navn og faglige kvalifikasjoner ✅
Prosedyre
Tilbudets gyldighetsperiode: 4 måneder
Dato for åpning av tilbud: 2011-08-10 📅
Åpningssted: Norfund's premesis, Aker Brygge, Oslo, Norway.
Sted: Norfund's premesis, Aker Brygge, Oslo, Norway.
Språk
Språk: engelsk 🗣️
Andre språk: Norwegian.
Oppdragsgiver Identitet
Navn på tildelende myndighet: Norfund
Annen type oppdragsgiver: Other
Kontakt
Kontaktpunkt: Michael Meyer
Adresse til kjøperprofilen: http://www.doffin.no//search/Search_AuthProfile.aspx?ID=AA22769🌏
Navn: Norfund
Postadresse: P.O. Box 1280 Vika
Telefon: +47 47403807📞
URL for ytterligere informasjon: http://www.norfund.no/🌏
Postadresse: P.O. Box 1280 Vika, Støperigata 2, Aker Brygge, Oslo, Norway
URL for deltakelse: http://www.norfund.no/🌏
Kilde: OJS 2011/S 123-204752 (2011-06-27)