NBIM Procurement of Tax Consultancy Services

Norges Bank Investment Management

The contract is for the procurement of tax consultancy and other related services. The procurement includes both signing contracts (Part A) and Framework Agreements (Part B), split between different mandates and sub-mandates.
Part A: Contracts will be signed (not a Framework Agreement) for the procurement of tax consultancy services with one tenderer for each Mandate 1 to 10 (excluding Mandate 6), and for the procurement of tax consultancy services with one tenderer for each Sub-Mandate 6.1 to 6.4; and
Part B: Framework Agreements will be signed for the procurement of tax consultancy services with a minimum of 2 tenderers and a maximum of 5 tenderers under each Framework Agreement within each Mandate 11 and 12. Further details on the mandates and sub-mandates, (which separately make up individual sub-contracts in the procurement), are given below in part II.2 and in the RFP document.

Frist

Fristen for mottak av tilbud var 2019-03-14. Anskaffelsen ble publisert 2019-02-08.

Hvem?

• Norges Bank Investment Management

Hva?

Hvor?

• Oslo
• United Kingdom › London

Anskaffelseshistorikk

Dato	Dokument
2019-02-08	Kunngjøring av konkurranse

Kunngjøring av konkurranse (2019-02-08)
Gjenstand
Anskaffelsens omfang
Tittel: Tax consultancy services
Referansenummer: 18/30
Kort beskrivelse:

The contract is for the procurement of tax consultancy and other related services. The procurement includes both signing contracts (Part A) and Framework Agreements (Part B), split between different mandates and sub-mandates. Part A: Contracts will be signed (not a Framework Agreement) for the procurement of tax consultancy services with one tenderer for each Mandate 1 to 10 (excluding Mandate 6), and for the procurement of tax consultancy services with one tenderer for each Sub-Mandate 6.1 to 6.4; and Part B: Framework Agreements will be signed for the procurement of tax consultancy services with a minimum of 2 tenderers and a maximum of 5 tenderers under each Framework Agreement within each Mandate 11 and 12. Further details on the mandates and sub-mandates, (which separately make up individual sub-contracts in the procurement), are given below in part II.2 and in the RFP document.

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: Skatterådgivning 📦
Tilleggs-CPV: Juridiske tjenester 📦
Programvare og informasjonssystemer 📦
Utførelsessted
NUTS-region: Oslo 🏙️

Prosedyre
Prosedyretype: Åpen anbudskonkurranse
Tilbudstype: Innlevering for alle delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet

Oppdragsgiver
Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Nasjonalt eller føderalt byrå/kontor
Navn på tildelende myndighet: Norges Bank Investment Management
Postadresse: Bankplassen 2
Postnummer: 0151
Poststed: Oslo
Kontakt
Internettadresse: http://www.nbim.no 🌏
E-post: nbimprocurement@nbim.no 📧
Telefon: +47 24073000 📞
URL for dokumenter: https://tendsign.no/doc.aspx?UniqueId=afbnnijrie&GoTo=Docs 🌏
URL for deltakelse: https://tendsign.no/doc.aspx?UniqueId=afbnnijrie&GoTo=Tender 🌏

Referanse
Datoer
Sendt dato: 2019-02-08 📅
Innleveringsfrist: 2019-03-14 📅
Publiseringsdato: 2019-02-13 📅
Identifikatorer
Kunngjøringsnummer: 2019/S 031-070828
OJ-S-utgave: 31
Tilleggsinformasjon
See the RFP document for further details.

Gjenstand
Anskaffelsens omfang
Kort beskrivelse:

Part A: Contracts will be signed (not a Framework Agreement) for the procurement of tax consultancy services with one tenderer for each Mandate 1 to 10 (excluding Mandate 6), and for the procurement of tax consultancy services with one tenderer for each Sub-Mandate 6.1 to 6.4; and

Part B: Framework Agreements will be signed for the procurement of tax consultancy services with a minimum of 2 tenderers and a maximum of 5 tenderers under each Framework Agreement within each Mandate 11 and 12. Further details on the mandates and sub-mandates, (which separately make up individual sub-contracts in the procurement), are given below in part II.2 and in the RFP document.

Største antall delkontrakter per tilbyder: 15
Informasjon om delkontrakter:

Part A: Sub-contract nos. 1 to 13.

Part B: Sub-contract nos. 14 and 15.

Tittel på delkontrakt: Mandate 1 — Tax Consultancy Services and Related Legal Consultancy Services for Norway
Delkontraktnummer: 1
Kort beskrivelse: Tax consultancy services and related legal consultancy services for Norway.
Varighet: 60 måneder
Beskrivelse av opsjoner:

The contract will be valid for 5 years, with an option for an extension for a further 2 years, 1 year at a time (i.e., 5 + 1 + 1 year), with the right to give notice in accordance with the terms stated in Annex D.

Tilleggsinformasjon: See the RFP document for further details.
Tittel på delkontrakt: Mandate 2 - Tax consultancy services for the USA
Delkontraktnummer: 2
Kort beskrivelse: Tax consultancy services for the USA.
Tittel på delkontrakt: Mandate 3 - Consultancy services related to VAT for Great Britain
Delkontraktnummer: 3
Kort beskrivelse: Consultancy services related to VAT for Great Britain.
Tittel på delkontrakt: Mandate 4 - Compliance services related to VAT for Great Britain
Delkontraktnummer: 4
Kort beskrivelse: Compliance services related to VAT for Great Britain.
Tittel på delkontrakt: Mandate 5 - Reports on tax positions for global investments
Delkontraktnummer: 5
Kort beskrivelse: Reports on tax positions for global investments.
Tittel på delkontrakt: Sub-Mandate 6.1 - Reports on investment specific conditions and development characteristics within international taxation
Delkontraktnummer: 6
Kort beskrivelse:

Reports on investment specific conditions and development characteristics within international taxation, development at over-national level.

Tittel på delkontrakt: Sub-Mandate 6.2 - Reports on investment specific conditions and development characteristics within international taxation
Delkontraktnummer: 7
Kort beskrivelse:

Reports on investment specific conditions and development characteristics within international taxation, development relevant for global administrators.

Tittel på delkontrakt: Sub-Mandate 6.3 - Reports on investment specific conditions and development characteristics within international taxation
Delkontraktnummer: 8
Kort beskrivelse:

Reports on investment specific conditions and development characteristics within international taxation, re-purchase of shares, etc.

Tittel på delkontrakt: Sub-Mandate 6.4 - Reports on investment specific conditions and development characteristics within international taxation
Delkontraktnummer: 9
Kort beskrivelse:

Reports on investment specific conditions and development characteristics within international taxation, important tax related events for major corporations.

Tittel på delkontrakt: Mandate 7 - Global services related to tax for employees
Delkontraktnummer: 10
Kort beskrivelse: Global services related to tax for employees.
Tittel på delkontrakt: Mandate 8 - Assistance with reports on services/benefits for employees in Great Britain
Delkontraktnummer: 11
Kort beskrivelse: Assistance with reports on services/benefits for employees in Great Britain.
Tittel på delkontrakt: Mandate 9 - Country-for-country reports
Delkontraktnummer: 12
Kort beskrivelse: Country-for-country reports.
Tittel på delkontrakt: Mandate 10 - Tax and accounting reports for the Singapore office
Delkontraktnummer: 13
Kort beskrivelse: Tax and accounting reports for the Singapore office.
Tittel på delkontrakt: Mandate 11
Delkontraktnummer: 14 - Global juridisk skatterådgivning
Kort beskrivelse: Global legal tax consultancy services.
Varighet: 48 måneder
Tittel på delkontrakt: Mandate 12 - Global tax consultancy services
Delkontraktnummer: 15
Kort beskrivelse: Global tax consultancy services.

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten:

1) Requirement: tenderers must be a legally established company, partnership, or other suitable business structure, which is organised in accordance with the legislation in the country where they operate. Documentation requirement: company registration certificate from the register of business enterprises, professional register or a trade register in the country where the tenderer is established

2) Requirement for Norwegian companies only: tenderers must practice their business in accordance with Norwegian laws and regulations on payment and reports on tax and duties. Documentation requirement: tax certificate, not older than 6 months calculated from the deadline for submitting a tender in the contest.

Further details, including the documentation requirements and the ESPD form, are in the RFP document.

Teknisk og faglig kapasitet:

3) Requirement: tenderers must have experience from equivalent contracts. Documentation requirement: An overview of the most important services that the tenderer has carried out in the last three years, together with information on the contract value, date of delivery or execution and name of the recipient.

4) Requirement: tenderers must have sufficient personnel with the required tax competence and other professional competence that is required for giving timely advice on tax questions connected to capital management for a large global investor. Documentation requirement: Information on the tenderer's education and the professional qualifications.

Further details, including the documentation requirements and the ESPD form, are in the RFP document.

Kontraktutførelse
Vilkår for kontraktoppfyllelse:

The contract will contain requirements related to wage and working conditions, documentation and sanctions in accordance with regulation no. 112 dated 8.2.2008 on wages and working conditions in public contracts.

Further details are in the draft of the contract and Framework Agreement.

Prosedyre
Rettslig grunnlag: 32014L0024
Antall deltakere som skal vurderes: 5
Tidspunkt for mottak av tilbud: 12:00
Språk som tilbud eller forespørsler om deltakelse kan sendes inn på: engelsk 🗣️
Tilbudets gyldighetsperiode: 2019-07-31 📅
Dato for åpning av tilbud: 2019-03-14 📅
Tidspunkt for åpning av tilbud: 12:15

Oppdragsgiver
Identitet
Nasjonalt registreringsnummer: 937 884 117
Kontakt
Kontaktpunkt: Michelle von der Fehr
URL for dokumenter: https://tendsign.no/doc.aspx?UniqueId=afbnnijrie&GoTo=Docs 🌏

Referanse
Tilleggsinformasjon
Visma notice: https://opic.com/id/afbnnijrie

Utfyllende informasjon
Klageinstans
Navn: Klagenemnda for offentlige anskaffelser
Poststed: Bergen
Land: Norge 🇳🇴
Kilde: OJS 2019/S 031-070828 (2019-02-08)

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