SECTION II: OBJECT OF THE CONTRACT
II.1)
DESCRIPTION
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II.1.1)
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Title attributed to the contract by the contracting authority:
10-008 External administrator € financial services for the Norwegian wine and Spirit Monopoly.
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II.1.2)
Type of contract and location of works, place of delivery or of performance:
Services.
Service category: No 6.
Main place of performance: Nationwide.
II.1.3)
The notice involves:
A public contract.
II.1.4)
Information on framework agreement:
II.1.5)
Short description of the contract or purchase(s):
External administrator € financial services for the Norwegian wine and Spirit Monopoly (the Awarding Authority).
Note: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at
http://www.doffin.no/Search/Search_Switch.aspx?ID=199985.
II.1.6)
Common procurement vocabulary (CPV):
II.1.7)
Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.1.8)
Division into lots:
No.
II.1.9)
Variants will be accepted:
II.2)
QUANTITY OR SCOPE OF THE CONTRACT
II.2.1)
Total quantity or scope:
The administered funds is at present approx. 285 000 000 NOK. The Awarding Authority expects that this level will be continued in a new agreement. The board has set 300 000 000 NOK as an upper limit in an active portfolio management.
II.2.2)
Options:
Yes.
Description of these options: 1 + 1 year(s).
II.3)
DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION:
Duration in months: 24 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1)
CONDITIONS RELATING TO THE CONTRACT
III.1.1)
Deposits and guarantees required:
III.1.2)
Main financing conditions and payment arrangements and/or reference to the relevant provisions regulating them:
III.1.3)
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)
Other particular conditions to which the performance of the contract is subject:
No.
III.2)
CONDITIONS FOR PARTICIPATION
III.2.1)
Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers:
Information and formalities necessary for evaluating if requirements are met: Company registration certificate.
Value added tax certificate (National requirement).
Company tax certificate (National requirement).
Self-declaration in compliance with Appendix 2 (HSE) of the Norwegian procurement regulations (National requirement).
Other documentation required:
The Administration organisation shall have concession to carry out active administration in accordance with Act on securities trading 1-2 no. 3. The Administration organisation shall also substantiate good professional experience in administration of Norwegian interest-bearing deposits.
III.2.2)
Economic and financial capacity:
Information and formalities necessary for evaluating if requirements are met: Other documentation required:
€ Sufficient financial solidity is required.
Documentation - proof that the requirement is fulfilled:
€ Credit rating, not older than 3 months, based on the last known accounting figures. The credit rating shall be a so called rating (include a credit rating, partial judgement and historical rating) and shall be carried out by a publically approved credit institution (e.g.: Dun & Bradstreet, Creditinform, Lindorff or equivalent institutions),
€ Annual report with the auditor € s statements for the previous 2 years shall also be submitted.
If the provider has valid reasons as to why he cannot provide the requested documentation, the company's economic and financial position can be documented by other documentation that the awarding authority finds acceptable. If the provider has such valid reasons, written contact shall be made with the awarding authority in order to find out which other documentation is acceptable.
III.2.3)
Technical capacity:
Information and formalities necessary for evaluating if requirements are met:
Other documentation required:
The Awarding Authority € s qualification requirements:
€ Requirement 1: Experience from equivalent deliveries,
€ Requirement 2: Very good implementation ability.
Documentation € Verification that the requirements are fulfilled:
€ The company € s principal deliveries for the previous 3 years, including dates and recipients (see Requirement 1),
€ Description of the organization which shall handle this type of deliveries.
The Following points shall be included in the description (see Requirement 2):
€ The existing ownership and capital structure, as well as alterations during the previous 3 years,
€ The relationship between the administration company and the parent company, and between the administration company and the subsidiary company,
€ Organisation plan which illustrates the organization of the corporation € s administration unit,
€ Capital administration organization,
€ The administrator shall have a good settlement and control system with focus on cash management and security,
€ The administrator shall have access to a good analytical environment with wide and comprehensive competence,
€ The administrator shall have professional competence in the instruments used in the securities market,
€ The administrator shall have administration competence in relation to consecutive works in the securities market,
€ Working methodology; investment philosophy and investment process,
€ Risk control and internal control,
€ Consecutive risk control and return assessments,
€ Administration and reporting responsibility,
€ Historical administration results.
III.2.4)
Reserved contracts:
III.3)
CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.1)
Execution of the service is reserved to a particular profession:
III.3.2)
Legal entities should indicate the names and professional qualifications of the staff responsible for the execution of the service:
SECTION IV: PROCEDURE
IV.1)
TYPE OF PROCEDURE
IV.1.1)
Type of procedure:
Restricted.
IV.1.2)
Limitations on the number of operators who will be invited to tender or to participate:
Envisaged minimum number: 5.
IV.1.3)
Reduction of the number of operators during the negotiation or dialogue:
IV.2)
AWARD CRITERIA
IV.2.1)
Award criteria:
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document.
IV.2.2)
An electronic auction will be used:
No.
IV.3)
ADMINISTRATIVE INFORMATION
IV.3.1)
File reference number attributed by the contracting authority:
IV.3.2)
Previous publication(s) concerning the same contract:
IV.3.3)
Conditions for obtaining specifications and additional documents or descriptive document:
IV.3.4)
Time-limit for receipt of tenders or requests to participate:
16.4.2010 - 12:00.
IV.3.5)
Date of dispatch of invitations to tender or to participate to selected candidates:
30.4.2010.
IV.3.6)
Language(s) in which tenders or requests to participate may be drawn up:
Other: Norwegian.
IV.3.7)
Minimum time frame during which the tenderer must maintain the tender:
IV.3.8)
Conditions for opening tenders:
SECTION VI: COMPLEMENTARY INFORMATION
VI.1)
THIS IS A RECURRENT PROCUREMENT:
VI.2)
CONTRACT RELATED TO A PROJECT AND/OR PROGRAMME FINANCED BY EU FUNDS:
VI.3)
ADDITIONAL INFORMATION:
(NT Ref:200135).
VI.4)
PROCEDURES FOR APPEAL
VI.4.1)
Body responsible for appeal procedures:
VI.4.2)
Lodging of appeals:
VI.4.3)
Service from which information about the lodging of appeals may be obtained:
VI.5)
DATE OF DISPATCH OF THIS NOTICE:
8.3.2010.