Bank Services, Investment Advise and Discretionary Management of Capital — Qualification

Nofima AS

The purpose of this notice is to enter into a quality and financially appropriate contract concerning daily bank services, management of the contracting authority's excess liquidity, with follow-up, reporting and consultancy services within the contracting authority's financial investment strategy (Lot 1), as well as pure long-term discretionary capital management (Lot 2).
Click here https://permalink.mercell.com/159815156.aspx

Frist

Fristen for mottak av tilbud var 2021-08-16. Anskaffelsen ble publisert 2021-07-05.

Leverandører

Følgende leverandører er nevnt i tildelingsbeslutninger eller andre anskaffelsesdokumenter:

Hvem? Hva? Hvor?
Anskaffelseshistorikk
Dato Dokument
2021-07-05 Kunngjøring av konkurranse
2022-01-11 Kunngjøring om tildeling av kontrakt
Kunngjøring av konkurranse (2021-07-05)
Gjenstand
Anskaffelsens omfang
Tittel: Banking services
Referansenummer: Juni2021
Kort beskrivelse:
The purpose of this notice is to enter into a quality and financially appropriate contract concerning daily bank services, management of the contracting authority's excess liquidity, with follow-up, reporting and consultancy services within the contracting authority's financial investment strategy (Lot 1), as well as pure long-term discretionary capital management (Lot 2). Click here https://permalink.mercell.com/159815156.aspx
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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: Bankformidlingstjenester 📦
Tilleggs-CPV: Formidlingstjenester i forbindelse med bankvesen og investeringer 📦
Utførelsessted
NUTS-region: Troms og Finnmark 🏙️

Prosedyre
Prosedyretype: Konkurranse med forhandling
Tilbudstype: Innlevering for alle delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet

Oppdragsgiver
Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Annet
Navn på tildelende myndighet: Nofima AS
Postadresse: Muninbakken 9-13
Postnummer: 9019
Poststed: Tromsø
Kontakt
Internettadresse: https://permalink.mercell.com/159815156.aspx 🌏
E-post: kari.gronlien@nofima.no 📧
Telefon: +47 77629042 📞
URL for dokumenter: https://permalink.mercell.com/159815156.aspx 🌏
URL for deltakelse: https://permalink.mercell.com/159815156.aspx 🌏

Referanse
Datoer
Sendt dato: 2021-07-05 📅
Innleveringsfrist: 2021-08-16 📅
Publiseringsdato: 2021-07-09 📅
Identifikatorer
Kunngjøringsnummer: 2021/S 131-349499
OJ-S-utgave: 131
Tilleggsinformasjon
See the tender documentation.

Gjenstand
Anskaffelsens omfang
Kort beskrivelse:
The purpose of this notice is to enter into a quality and financially appropriate contract concerning daily bank services, management of the contracting authority's excess liquidity, with follow-up, reporting and consultancy services within the contracting authority's financial investment strategy (Lot 1), as well as pure long-term discretionary capital management (Lot 2).
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Informasjon om delkontrakter: See the tender documentation.
Tittel på delkontrakt: Lot 1 — Bank Services, Investment Advise and Discretionary Management of Capital — Qualification
Delkontraktnummer: 1
Kort beskrivelse:
For both lots, award will be based on the relationship between offered price and quality, based on award criteria given for each lot in point 8 and associated appendix. Even if the award evaluation takes place independently for each lot, the contracting authority retains the right to award the lots in a combined assignment to one tenderer, if this tenderer in the overall evaluation of the lots meets the award criteria best collectively, cf. the Public Procurement Regulation § 19-4 (5).
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A detailed description of the delivery is in Appendix 1 to the tender documentation.
Varighet: 48 måneder
Beskrivelse av fornyelser: See the tender documentation.
Tilleggsinformasjon: See the tender documentation.
Tittel på delkontrakt: Lot 2 — Bank Services, Investment Advise and Discretionary Management of Capital — Qualification
Delkontraktnummer: 2
Beskrivelse av fornyelser: See the tender documentation
Beskrivelse av opsjoner: See the tender documentation.

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten:
The tenderer must be registered in a company register, professional register or a trade register in the country where the tenderer is established.
Norwegian companies: Company registration certificate
Foreign companies: Verification that the company is registered a company register in accordance with the legislation in the country where the tenderer is established.
Økonomisk og finansiell stilling:
Tenderers must have sufficient economic and financial capacity to comply with the contractual obligations.
Tenderers must as a minimum be credit worthy without a requirement for security.
Credit rating based on the most recent known accounting figures (2020). The rating must be carried out by a credit rating company with a license to conduct this service.
The Contracting Authority reserves the right to carry out a credit assessment. Financial strength is evaluated in relation to turnover, operating profit margin, solidity and liquidity.
If there is doubt the tenderer meets the requirement, the contracting authority may require further documentation of the financial capacity.
Teknisk og faglig kapasitet:
See the tender documentation.
The tenderer must have sufficient relevant experience to implement the assignment.
For lot 1, experience with delivery of general bank services is considered relevant experience. Furthermore, for lot 1, assignments related to financial advice are also considered relevant experience.
Description of scope of relevant experience during the last 5 years.
For lot no. 1
The number of business customers (businesses, organisations and public bodies and entities) for the years 2017, 2018, 2019, 2020 that the tenderer has performed bank services for.
Volume of above customer relationships measured by the customer deposits in the bank as of 31 December 2017, 2018, 2019, and 2020.
For lot 2, experience with comparable management assignments is relevant experience.
The number of business customers (businesses, organisations and public bodies and entities) the tenderer has had contracts with for capital management where the management amount is a minimum of NOK 10 000 000, for respectively 2017, 2018, 2019, 2020 and 2021.
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The volume of capital manages in the years 2017, 2018, 2019, 2020. The amounts are stated per 31.12 for each year.
Applicable for both lots:
We emphasise that it is not necessary to list specific customer relationships, but it is preferable to state the scope of relevant services as described above.
The documentation should be a maximum of two A4 pages per lot for which the tenderers is seeking qualification.
If a tenderer will rely on other companies to fulfil the…
… experience requirement, a completed form must be submitted per company so that it is clear what company has what experience.
… requirement, a commitment statement must also be submitted from the relevant companies showing that the tenderer has control of the other company's competence and capacity.

Prosedyre
Rettslig grunnlag: 32014L0024
Minste antall kandidater: 3
Største antall kandidater: 10
Objektive kriterier for å velge det begrensede antallet kandidater:
If after the pre qualification evaluation there are a higher number of qualified tenderers who have sought participation than the contracting authority plans to invite, the contracting authority will choose from among the qualified tenderers based on the following award criteria:
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Criteria: Documentation Requirement
Relevant experience:
The contracting authority will carry out a comprehensive assessment of the experience documented in relation to the qualification requirement for technical and professional qualifications. Documentation of experience cf. the qualification requirement.
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The contracting authority plans to invite a minimum of three and maximum of ten tenderers to submit tenders in contest for each lot.
Tidspunkt for mottak av tilbud: 12:00
Språk som tilbud eller forespørsler om deltakelse kan sendes inn på: norsk 🗣️
Tilbudets gyldighetsperiode: 4 måneder

Oppdragsgiver
Identitet
Nasjonalt registreringsnummer: 989278835
Annen type oppdragsgiver: Industrial Research Institute
Kontakt
Kontaktpunkt: Kari Grønlien
Adresse til kjøperprofilen: http://www.nofima.no/ 🌏
URL for dokumenter: https://permalink.mercell.com/159815156.aspx 🌏

Utfyllende informasjon
Klageinstans
Navn: Nord-Troms Tingrett
Postadresse: Fr Nansens plass 17
Poststed: Tromsø
Postnummer: 9008
Land: Norge 🇳🇴
Kilde: OJS 2021/S 131-349499 (2021-07-05)
Kunngjøring om tildeling av kontrakt (2022-01-11)
Gjenstand
Anskaffelsens omfang
Kort beskrivelse:
The purpose of this notice is to enter into a quality and financially appropriate contract concerning daily banking services, management of the contracting authority's excess liquidity, with follow-up, reporting and consultancy services within the contracting authority's financial investment strategy (Lot 1), as well as pure long-term discretionary capital management (Lot 2).
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Totalverdi for anskaffelsen: 2 200 000 NOK 💰
Metadata for kunngjøring
Dokumenttype: Kunngjøring om tildeling av kontrakt

Prosedyre
Tilbudstype: Ikke aktuelt

Oppdragsgiver
Identitet
Poststed: Tromsø

Referanse
Datoer
Sendt dato: 2022-01-11 📅
Publiseringsdato: 2022-01-14 📅
Identifikatorer
Kunngjøringsnummer: 2022/S 010-022522
Refererer til kunngjøring: 2021/S 131-349499
OJ-S-utgave: 10

Gjenstand
Anskaffelsens omfang
Tittel på delkontrakt: Lot 1 - Banking services, investment advise and discretionary management of capital - qualification
Lot 2 - Banking services, investment advise and discretionary management of capital - qualification

Prosedyre
Tildelingskriterier
Kvalitetskriterium (navn): Quality
Kvalitetskriterium (vekting): 50
Kvalitetskriterium (navn): Environmental and social responsibility.
Kvalitetskriterium (vekting): 20
Pris (vekting): 30

Tildeling av kontrakt
Dato for kontraktinngåelse: 2021-11-18 📅
Navn: Danske Bank DDB
Postadresse: Fakturamottak
Poststed: Trondheim
Postnummer: 7677
Land: Norge 🇳🇴
Telefon: +47 98706030 📞
Land: Trøndelag 🏙️
Totalverdi for anskaffelsen: 600 000 NOK 💰
Dato for kontraktinngåelse: 2021-11-25 📅
Totalverdi for anskaffelsen: 1 600 000 NOK 💰
Informasjon om tilbud
Antall mottatte tilbud: 2
5
Kilde: OJS 2022/S 010-022522 (2022-01-11)
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