The aim of the procurement is to establish a framework agreement for consultancy services, periodical reporting and transaction processing connected to Sandnes kommune's long-term portfolio. The tenderer shall be responsible for providing advice and proposals for investments for the long-term portfolio. It is desirable that the tenderer has an active role in suggesting changes in the portfolio, if the situation warrants it. It is estimated that the portfolio will have a value of approx. NOK 500 million upon signing of the contract. It must be taken into account that the size of the portfolio can vary, both as a result of price changes on investments, but also if the financial situation in the municipality suggests that the portfolio must be reduced or that further capital can be shot in. The basis for the procurement of consultancy services will be the frameworks and terms in the current financial rules. Sandnes kommune's financial rules were last approved by the municipal council 04.03.2024 and are stated in Annex 5 - Finance Rules Sandnes kommune. See annex 2 - Requirement Specifications for a further description of the contracting authority ́s expectations and requirements for this procurement. Areas not part of this enquiry: • Management of the municipality's short-term financial means, i.e. free liquidity and other means intended for operational purposes. • Management of the municipality ́s debt portfolio.
Frist
Fristen for mottak av tilbud var 2025-08-26.
Anskaffelsen ble publisert 2025-06-17.
Kunngjøring av konkurranse (2025-06-17) Gjenstand Anskaffelsens omfang
Tittel: Framework agreement for independent financial adviser
Referansenummer: 25/06745
Kort beskrivelse:
“The aim of the procurement is to establish a framework agreement for consultancy services, periodical reporting and transaction processing connected to...”
Kort beskrivelse
The aim of the procurement is to establish a framework agreement for consultancy services, periodical reporting and transaction processing connected to Sandnes kommune's long-term portfolio.
The tenderer shall be responsible for providing advice and proposals for investments for the long-term portfolio. It is desirable that the tenderer has an active role in suggesting changes in the portfolio, if the situation warrants it. It is estimated that the portfolio will have a value of approx. NOK 500 million upon signing of the contract. It must be taken into account that the size of the portfolio can vary, both as a result of price changes on investments, but also if the financial situation in the municipality suggests that the portfolio must be reduced or that further capital can be shot in.
The basis for the procurement of consultancy services will be the frameworks and terms in the current financial rules. Sandnes kommune's financial rules were last approved by the municipal council 04.03.2024 and are stated in Annex 5 - Finance Rules Sandnes kommune.
See annex 2 - Requirement Specifications for a further description of the contracting authority ́s expectations and requirements for this procurement.
Areas not part of this enquiry:
• Management of the municipality's short-term financial means, i.e. free liquidity and other means intended for operational purposes.
• Management of the municipality ́s debt portfolio.
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Kontrakttype: Tjenester
Produkter/tjenester: Tjenester i forbindelse med finansrådgivning📦
Estimert verdi eksklusive mva: 3 600 000 NOK 💰
Beskrivelse
Beskrivelse av anskaffelsen:
“The aim of the procurement is to establish a framework agreement for consultancy services, periodical reporting and transaction processing connected to...”
Beskrivelse av anskaffelsen
The aim of the procurement is to establish a framework agreement for consultancy services, periodical reporting and transaction processing connected to Sandnes kommune's long-term portfolio.
The tenderer shall be responsible for providing advice and proposals for investments for the long-term portfolio. It is desirable that the tenderer has an active role in suggesting changes in the portfolio, if the situation warrants it. It is estimated that the portfolio will have a value of approx. NOK 500 million upon signing of the contract. It must be taken into account that the size of the portfolio can vary, both as a result of price changes on investments, but also if the financial situation in the municipality suggests that the portfolio must be reduced or that further capital can be shot in.
The basis for the procurement of consultancy services will be the frameworks and terms in the current financial rules. Sandnes kommune's financial rules were last approved by the municipal council 04.03.2024 and are stated in Annex 5 - Finance Rules Sandnes kommune.
See annex 2 - Requirement Specifications for a further description of the contracting authority ́s expectations and requirements for this procurement.
Areas not part of this enquiry:
• Management of the municipality's short-term financial means, i.e. free liquidity and other means intended for operational purposes.
• Management of the municipality ́s debt portfolio.
Prosedyre Prosedyretype
Åpen anbudskonkurranse ✅ Administrativ informasjon
Frist for mottak av tilbud eller forespørsler om deltakelse: 2025-08-26 10:00:00 📅
Språk som tilbud eller forespørsler om deltakelse kan sendes inn på: norsk 🗣️
Minste tidsramme som tilbyderen må opprettholde tilbudet i: 92
Informasjon om en rammeavtale eller en dynamisk innkjøpsordning
Rammeavtale med flere leverandører ✅
Juridisk, økonomisk, finansiell og teknisk informasjon Vilkår for deltakelse
Liste og kort beskrivelse av regler og kriterier:
“Demand:
Tenderers must not have significant tax and VAT arrears, or an approved repayment plan shall be in existence.
Documentation:
- Tax certificate, not...”
Liste og kort beskrivelse av regler og kriterier
Demand:
Tenderers must not have significant tax and VAT arrears, or an approved repayment plan shall be in existence.
Documentation:
- Tax certificate, not older than six months.
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Liste og kort beskrivelse av regler og kriterier:
“Demand:
Tenderers shall be registered in a company register, professional register or a commerce register in the country where the tenderer is...”
Liste og kort beskrivelse av regler og kriterier
Demand:
Tenderers shall be registered in a company register, professional register or a commerce register in the country where the tenderer is established.
Documentation:
- Norwegian companies: Company Registration Certificate.
- Foreign companies: Verification that the tenderer is registered in a company register, professional register or a commerce register in the country where the tenderer is established.
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Liste og kort beskrivelse av regler og kriterier:
“Demand:
Tenderers shall have experience from comparable contracts as described in the tender documentation and annexes.
Documentation:
- Documented by...”
Liste og kort beskrivelse av regler og kriterier
Demand:
Tenderers shall have experience from comparable contracts as described in the tender documentation and annexes.
Documentation:
- Documented by enclosing a description of the tenderer's most relevant assignments during the last three years within comparable assignments.
The description must include a statement of the contract ́s value, date and recipient (name, telephone number and e-mail address). It is the tenderer ́s responsibility to document relevance through the description. The references will only be contacted if required.
Tenderers can document their experience by referring to competence of the personnel he has at his disposal and can use this assignment, even if the experience has been worked up while the personnel have served another service provider.
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Liste og kort beskrivelse av regler og kriterier:
“Demand:
Tenderers shall ensure environmental considerations and have an adequate environmental management system.
Documentation:
- Tenderers can document...”
Liste og kort beskrivelse av regler og kriterier
Demand:
Tenderers shall ensure environmental considerations and have an adequate environmental management system.
Documentation:
- Tenderers can document the requirement by presenting relevant environmental certificates, such as Miljøfyrtårn, EMAS, ISO 14001 or equivalent, or by presenting a description of their own system and procedures for environmental policy, environmental management scheme etc.
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Liste og kort beskrivelse av regler og kriterier:
“Demand:
Tenderers must have sufficient economic and financial capacity to fulfil the contract. Tenderers must achieve a minimum rating of "credit worthy",...”
Liste og kort beskrivelse av regler og kriterier
Demand:
Tenderers must have sufficient economic and financial capacity to fulfil the contract. Tenderers must achieve a minimum rating of "credit worthy", i.e. tenderers must be in risk class 5 or higher on Experians scale.
Documentation:
As documentation, the contracting authority will obtain a credit rating of Commercial Delphi Score from Experian (the contracting authority subscribes to services from Experian).
Tenderers are required to have known registered information about the company and agree by submitting the tender for the information to be collected and used as a basis for assessing the tenderer's financial conditions.
When submitting their tender offer, the tenderer can enclose a credit rating from a certified credit rating company showing that the tenderer fulfils the qualification requirement. The credit report shall be based on the last available accounting figures.
If a tenderer has a justifiable reason for not submitting the documentation required by the contracting authority, he can document his economic and financial capacity by presenting any other document that the Contracting Authority deems appropriate.
Utfyllende informasjon Klageinstans
Navn: Sør-Rogaland tingrett
Nasjonalt registreringsnummer: 926 723 448
Postnummer: 4001
Poststed: Stavanger
Region: Rogaland🏙️
Land: Norge 🇳🇴 Klageprosedyre
Presis informasjon om frister for klageprosedyrer:
“The waiting period is 10 days from the day after notification of the award is sent to the tenderers.” Informasjon om elektroniske arbeidsflyter
Elektronisk fakturering vil bli akseptert
Elektronisk bestilling vil bli brukt
Elektronisk betaling vil bli brukt
Kilde: OJS 2025/S 116-397737 (2025-06-17)