Financial consultancy services - management of Assets and Liabilities.

GKI Grenlandskommunenes Innkjøpsenhet

The competition is for a framework agreement (s) for financial consultancy services, including reporting, for the management of assets and liabilities for 6 municipalities in Grenland.

Frist

Fristen for mottak av tilbud var 2025-09-16. Anskaffelsen ble publisert 2025-08-11.

Hvem?

• GKI Grenlandskommunenes Innkjøpsenhet

Hva?

• Tjenester i forbindelse med forvaltning av aktiva og depot › Tjenester i forbindelse med Forvaltning av aktiva

Hvor?

• Norge
• Telemark

Anskaffelseshistorikk

Dato	Dokument
2025-08-11	Kunngjøring av konkurranse

Kunngjøring av konkurranse (2025-08-11)
Gjenstand
Anskaffelsens omfang
Tittel: Financial consultancy services - management of Assets and Liabilities.
Referansenummer: 25/9321
Kort beskrivelse:

The competition is for a framework agreement (s) for financial consultancy services, including reporting, for the management of assets and liabilities for 6 municipalities in Grenland.

Kontrakttype: Tjenester
Produkter/tjenester: Finansielle- og forsikringsformidlingstjenester 📦
Andre restriksjoner på utførelsesstedet: Hvor som helst innenfor det aktuelle landet
Beskrivelse
Intern identifikator: 25/9321
Tilleggsprodukter/-tjenester: Tjenester i forbindelse med Forvaltning av aktiva 📦
Hovedsted eller utførelsessted: See the tender documentation.
Land: Norge 🇳🇴
Varighet
Startdato: 2026-01-01 📅
Sluttdato: 2027-12-31 📅
Beskrivelse
Maksimalt antall fornyelser: 2
Annen informasjon om fornyelser: Renewal lenght is 12 months
Informasjon om elektroniske kataloger
Tilbud må presenteres i form av elektroniske kataloger eller inkludere en elektronisk katalog
Tittel
Identifikasjonsnummer for delkontrakt: LOT-0000

Prosedyre
Prosedyretype
Åpen anbudskonkurranse ✅
Rettslig grunnlag: Direktiv 2014/24/EU
Administrativ informasjon
Frist for mottak av tilbud eller forespørsler om deltakelse: 2025-09-16 10:00:58 📅
Vilkår for åpning av tilbud: 2025-09-16 10:10:00 📅
Vilkår for åpning av tilbud (sted): Skien
Språk som tilbud eller forespørsler om deltakelse kan sendes inn på: norsk 🗣️
Minste tidsramme som tilbyderen må opprettholde tilbudet i: 136 dager
Informasjon om en rammeavtale eller en dynamisk innkjøpsordning
Rammeavtale med flere leverandører ✅
Maksimalt antall deltakere: 1
Anbudsvilkår
Avansert eller kvalifisert elektronisk signatur eller segl (som definert i forordning (EU) nr. 910/2014) er påkrevd
Åpningsdato: 2025-09-16 10:10:00 📅
Sted: Skien
Elektronisk katalog: Tillatt
Elektronisk fakturering: Påkrevd
Elektronisk bestilling vil bli brukt ✅
Elektronisk betaling vil bli brukt ✅
Frist for å be om tilleggsinformasjon: 2025-09-04 22:00:00 📅

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Utvalgskriterium: Innmelding i handelsregister
Liste og kort beskrivelse av regler og kriterier:

Tenderers shall be a legally established company. Documentation requirement: Company Registration Certificate or equivalent. Foreign tenderers: Confirmation that the tenderer is registered in a trade register or company register in accordance with the law in the country where the tenderer is established.

Utvalgskriterium: Andre økonomiske eller finansielle krav
Liste og kort beskrivelse av regler og kriterier:

Tenderers shall have sufficient financial strength to fulfil the contract. Creditworthiness with no requirement for security will be sufficient to meet the requirement. Documentation requirement: Credit rating based on the most recent financial figures. The rating shall be carried out by credit information company that has licence to handle personal information.

Utvalgskriterium: Relevante utdannings- og yrkeskvalifikasjoner
Liste og kort beskrivelse av regler og kriterier:

Tenderers shall have experience from comparable contracts. Documentation requirement: Description of up to 3 of the tenderer's most relevant contracts in the course of the last 3 years. The description must include a statement of the assignment ́s value, date and recipient (gender neutral preferred with name, telephone number and email address). It is the tenderer ́s responsibility to document relevance through Description. Tenderers can document their experience by referring to competence of the personnel he prevails and can use for this assignment, even if the experience has been built up whilst the personnel have provided services for another service provider.

Utvalgskriterium: Profesjonsansvarsforsikring
Liste og kort beskrivelse av regler og kriterier:

Tenderers shall have relevant liability insurance which will be sufficient to fulfil their obligations based on an agreement of this extent and content (so-called "Tabbeforsikring"). Documentation requirement: • Documented by an insurance certificate/certificate from the tenderer's insurance company. Tenderers or their insurance companies shall also describe their liability insurance in extent and content.

Utvalgskriterium: Tiltak for å sikre kvalitet
Liste og kort beskrivelse av regler og kriterier:

Tenderers are required to be independent of the financial institutions that are consulted in relation to. Documentation requirement: An account shall be given here of and documented by the Tenderer that they are independent of the financial institutions that are consulted for.

Utvalgskriterium: Attester fra kvalitetskontrollinstitutter
Liste og kort beskrivelse av regler og kriterier:

Tenderers shall have a good and well functioning system for quality management/ quality assurance for their business and the services to be provided. The concept of a quality management system is that i.a. the tenderer has a awareness of e.g. quality objectives, planning, securing, handling deviations and quality improvement. Documentation requirement: An account shall be enclosed here of and documented in the tenderer ́s system. Documentation of fulfilled requirements can be made when laying out one or both of the following points: Tenderers describe the company's quality management routines, with emphasis on quality assurance, resource management, management responsibility and continuous analysis and improvement. If a tenderer has ISO certification (ISO 9001:2008, or newer version), this shall be Lodged.

Utestengelsesgrunn:

Akkord med kreditorer

Avtaler med andre økonomiske aktører som har til formål å vri konkurransen

Barnearbeid og andre former for menneskehandel

+ 20 til

Bedrageri

Brudd på forpliktelser på arbeidsrettens område

Brudd på forpliktelser på miljørettens område

Brudd på forpliktelser på sosialrettens område

Brudd på plikt til å betale skatter

Brudd på plikt til å betale trygdeavgifter

Deltakelse i en kriminell organisasjon

Direkte eller indirekte deltakelse i forberedelsen av denne anskaffelsen

Eiendeler under administrasjon av bobestyrer

Forretningsvirksomheten er suspendert

Grov yrkesfeil

Hvitvasking eller terrorfinansiering

Insolvens

Interessekonflikt på grunn av deltakelse i anskaffelsesprosedyren

Konkurs

Korrupsjon

Terrorhandlinger eller handlinger knyttet til terrorvirksomhet

Tidlig oppsigelse, erstatning eller andre tilsvarende sanksjoner

Tilsvarende situasjon som konkurs, insolvens eller akkord etter nasjonal rett

Uriktige opplysninger, tilbakeholdt informasjon, manglende evne til å fremlegge nødvendige dokumenter, eller å ha skaffet seg fortrolige opplysninger om denne anskaffelsesprosedyren

Beskrivelse av utelukkelsesgrunner:

Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory…

… body or has the competence to represent or control or make decisions in such bodies, in the event a enforceable verdict has been convicted of corruption by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Corruption as defined in Article 3 of the Convention on Combating Corruption, Involving European Communities or European Union Member States (EUT C 195 of 25.6.1997, s. 1), and in Article 2, point 1, in the Council ́s framework decision 2003/568/RIA of 22 July 2003 on combating corruption in the private sector (EUT L 192 of 31.7.2003, p. 54). This rejection reason also includes corruption as defined in national law for the contracting authority or supplier.

… body or has the competence to represent or control or make decisions in such bodies, at the time a legally convicted of fraud has been convicted of fraud by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Fraud included in Article 1 of the Convention on protection of the Financial Interests of the European Communities (EFT C 316 of 27.11.1995, p. 48).

… body or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of money laundering or financing terrorism by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Money laundering or financing terrorism As defined in Article 1 of the European Parliament and Council Directive 2005/60/EF of 26 October 2005 on preventive measures against the use of the financial system for money laundering and financing terrorism (EUT L 309 of 25.11.2005, p. 15).

… body or has the competence to represent or control or make decisions in such bodies, at the time a legally convicted verdict of participation in a criminal organisation by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Participation in a criminal organisation as defined in Article 2 of the Council ́s framework decision 2008/841/RIA of 24 October 2008 on control of organised crime (EUT L 300 of 11.11.2008, p. 42)

… body, or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of acts of terrorism or criminal acts connected to terrorist activities by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Acts of terrorism or criminal acts relating to terrorist activity as defined in Article 1 and 3 of the Council ́s framework decision 2002/475/RIA of 13 June 2002 on combating terrorism (EFT L 164, af 22.6.2002, p. 3). This rejection reason also includes incitement to, participation or attempts to commit such actions as included in Article 4 in the mentioned framework decision.

… body or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of child labour and other forms of human trafficking by a verdict handed down no more than five years ago, or a rejection period determined directly in the judgement that still applies? Child labour and other forms of human trafficking as defined in Article 2 of the European Parliament and council directive 2011/36/EU of 5. 1 April 2011 on the prevention and control of human trafficking and the protection of its victims and for compensation of the Council ́s framework decision 2002/629/RIA (EUT L 101 of 15.4.2011, p. 1).

Is the tenderer aware of breaches of environmental provisions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.

Is the tenderer aware of breaches of provisions on…

… working conditions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.

… social conditions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.

Has the tenderer entered into agreement(s) with other tenderers with the intention of turning the competition?

Has the tenderer committed serious errors in professional practice? If relevant, see the definitions in national law, the relevant notice or procurement documents.

Has the tenderer: a) given grossly incorrect information with the notification of the information required to verify that there is no basis for rejection, or of the qualification requirements being fulfilled, b) failed to provide such information, c) made reservations immediately to present the supporting documents requested by the contracting authority, or d) improperly affected the contracting authority ́s decision process to acquire confidential information that could give this an unlawful advantage in connection with competition, or negligently has given misleading information that can have a significant influence on decisions on rejection, selection or award?

Are tenderers aware of a conflict of interest as stated in national law, the relevant notice or procurement documents?

Has the tenderer or an entity associated with the supplier advised the contracting authority or in another way been involved in the planning of the competition?

Has the tenderer committed significant breaches of contract in connection with the fulfilment of a previous public contract, a previous contract with a public contracting authority or a previous concession contract, where the breach has led to the cancellation of the contract, compensation or other similar sanctions?

Have tenderers failed to fulfil all their social security obligations in the country where they are established and in their member state, if this is a different country than what he is established in?

Has the tenderer not fulfilled his tax and duty obligations in the country in which he is established, and in the contracting authority's member state, if this is a different country than what he is established in?

Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.

Is the tenderer in a bankruptcy situation? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.

Is the supplier in a situation where he has been forced debt arrangement? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.

Is the tenderer in an insolvency situation? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.

Oppdragsgiver
Navn og adresser
Navn: GKI Grenlandskommunenes Innkjøpsenhet
Nasjonalt registreringsnummer: 991799710
Avdeling: Grenlandkommunenes innkjøpsenh
Postadresse: Postboks 158
Postnummer: 3724
Poststed: Skien
Region: Telemark 🏙️
Land: Norge 🇳🇴
Kontaktpunkt: Torstein Roalkvam
E-post: torstein.roalkvam@skien.kommune.no 📧
Telefon: +47 35581000 📞
URL: http://www.gki.no 🌏
Type oppdragsgiver
Regional eller lokal myndighet
Hovedaktivitet
Alminnelige offentlige tjenester
Kommunikasjon
URL for dokumenter: https://tendsign.com/doc.aspx?MeFormsNoticeId=66335 🌏
Deltakelses-URL: https://tendsign.com/doc.aspx?MeFormsNoticeId=66335&GoTo=Tender 🌏
Elektronisk innsending: Påkrevd

Utfyllende informasjon
Klageinstans
Navn: Telemark tingrett
Nasjonalt registreringsnummer: 926 723 545
Postadresse: Postboks 2624
Postnummer: 3702
Poststed: Skien
Region: Telemark 🏙️
Land: Norge 🇳🇴
E-post: telemark.tingrett@domstol.no 📧
Telefon: 35 69 20 00 📞
URL: https://www.domstol.no/no/domstoler/tingrett/telemark-tingrett/ 🌏
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Klageprosedyre
Presis informasjon om frister for klageprosedyrer: The waiting period is ten days.
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Elektronisk fakturering vil bli akseptert
Kilde: OJS 2025/S 154-531505 (2025-08-11)

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