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Awarded Professional Consultancy Services SME Suitable Open

Governance Advisory Services

Value

€175k

Deadline

29 Jun

Governance advisory services for the Financial Services and Pensions Ombudsman

SME fit: Medium Bid effort: Medium 📍 Dublin

Governance advisory services for the Financial Services and Pensions Ombudsman

Bidder profile

Firms with experience in governance advisory and public procurement compliance are ideal candidates.

Risks & flags

  • Information asymmetry
  • Compliance risks
  • Timeline compression

Briefing

AI-generated analysis of the documents. Check the official notice and any amendments for current submission details.

1. At a glance

Field Detail
Buyer Financial Services and Pensions Ombudsman_548
Title Governance Advisory Services
CPV / category 75110000 General public services
Estimated value €175000.00
Per-year (if multi-year) not stated
Procedure type not stated
Lots not stated
Location not stated
Contract length not stated
Submission deadline 2023-06-29T11:00:00+00:00
Go-live / start not stated

2. Scope of Work

This procurement covered the supply scope described in the tender pack for Governance Advisory Services. The contract shape pointed to operational delivery against buyer demand, documented ordering, and conformance with specification, quality, and administrative requirements set out in the RFT documents. The package indicated a formal competition route with standard Irish public-procurement controls around qualification, response formatting, and deadline compliance.

  • Contract title and category indicate supply activity for Facilities Management & Cleaning under buyer workflows in Financial Services and Pensions Ombudsman_548.
  • Submission package must align with the RFT structure published through the buyer's procurement channel.
  • Day-to-day obligations include order fulfilment, documentation, and conformance with specification, quality, and administrative requirements.
  • Technical and commercial responses must map directly to mandatory requirements and the pricing schedule format in the tender pack.
  • Evidence trail must be maintained for declarations, eligibility proofs, and any product or service specifications named in attachments.
  • Numerical obligations surfaced in the verified extract: This can also be<br>provided at the time of the award:<br>• Employers Liability - €12.7m*<br>• Public Liability - €2; 5m<br>• Professional indemnity - €250,000<br>*Tenderers who are Sole Traders with; 2 Insurances Pass / Fail Please confirm Yes/No I confirm that we have the following insurances in place: Professional indemnity - €250,000 Public Liability - €2.5m Employers Liability - €12

The source material indicated that bidders had to ground claims in tender forms and supporting evidence, rather than generic company profiles. Where the verified extract provided numerical conditions, those figures were treated as the binding baseline for suitability. Where the extract did not provide a number, the requirement remained not specified at briefing stage and required direct review of the underlying attachment before pricing sign-off.

3. Background & buyer context

The buyer ran this competition to secure a structured procurement route for the stated category and keep continuity of supply under public-sector purchasing controls. The tender format suggested a compliance-led process with a defined close date and a document trail through the procurement portal. The context indicated a need for contract certainty, auditable supplier selection, and predictable service or goods availability during the contract term. No explicit incumbent detail was surfaced in the verified extract provided to this worker, so incumbent advantage had to be assessed from full attachment review and clarification responses.

4. Eligibility & selection criteria

  • Turnover requirement — not specified for this tender

  • Insurance

  • Public Liability — €2

  • Professional Indemnity — €250,000

  • Certifications — not specified for this tender

  • Past experience — not specified for this tender

  • Personnel — not specified for this tender

  • Geographic / facility constraints — not specified for this tender

Binding numerical extract used for this section: This can also be<br>provided at the time of the award:<br>• Employers Liability - €12.7m*<br>• Public Liability - €2; 5m<br>• Professional indemnity - €250,000<br>*Tenderers who are Sole Traders with; 2 Insurances Pass / Fail Please confirm Yes/No I confirm that we have the following insurances in place: Professional indemnity - €250,000 Public Liability - €2.5m Employers Liability - €12

5. Award criteria & scoring

The award model followed MEAT-style evaluation where published criteria and weights governed scoring after qualification. The exact weighting structure required confirmation from the pricing and quality schedules if not explicit in the extract below.

Criterion Weight (%) Sub-criteria Minimum threshold
Price not stated not stated not stated
Quality / Technical merit not stated not stated not stated

Price/quality split: not stated.

6. Submission requirements

  • Method statement / response document — complete the buyer template and answer each requirement in the order requested; page limits not stated in the extract.
  • CVs — provide role-based CVs where requested; page count not stated.
  • Pricing schedule — submit the issued pricing schedule in its required format; alternative layouts were not stated as acceptable.
  • Case studies — number and value bands not stated in the extract.
  • Declarations — include ESPD or equivalent declarations, tax and legal standing confirmations, and conflict disclosures where requested by the pack.
  • Mandatory site visit — not stated in the extract.
  • Submission portal — submit via eTenders or the named portal before the stated deadline; late submissions are typically non-compliant.

7. Key dates & process

Milestone Date / timing
RFT issued not stated
Clarification deadline not stated
Mandatory site visit not stated
Tender deadline (date + time) 2023-06-29T11:00:00+00:00
Expected award not stated
Contract start not stated
Go-live / mobilisation not stated

8. Contract terms that matter

The contract term and extension mechanics were not fully stated in the extracted metadata, so bidders had to read the form of contract and schedules for binding duration language. Payment timing, service levels, and remedies for non-performance were also attachment-driven in this pack. IP, subcontracting permission, and any security instruments such as bonds or guarantees were not explicit in the verified extract supplied here. The practical implication was that commercial risk sat in the contract appendices, and bid/no-bid confidence depended on reviewing those clauses before final pricing.

9. Risks, red flags & unusuals

The main risk in this competition was information asymmetry between headline metadata and full contractual detail. Numerical gates for insurance appeared in the verified extract, but other qualification thresholds were not explicitly surfaced, so an under-scoped response could fail on compliance before scoring. Another risk was timeline compression if clarification timing and mobilisation expectations were tighter in the attachments than in the metadata view. No specific unusual legal mechanism was confirmed in the extract provided to this worker; the red-flag check therefore depended on line-by-line attachment review.

10. SME fit assessment

This tender looked most accessible to firms that already operated in the stated category and could evidence public-procurement compliance at submission stage. A credible bidder profile was a supplier with documented quality controls, tender-writing capacity, and insurance levels aligned to the verified figures where listed. Consortium or named subcontracting arrangements were not specified in the extract and needed confirmation in the RFT rules. Bid-preparation effort was typically several working days for data gathering, drafting, pricing, and internal approvals, with additional time if technical attachments were extensive. Pwin signals from this extract alone were neutral because incumbent status and prior winners were not explicitly surfaced.

11. Where to dig deeper

  • Source RFT file(s): 3_RFT Governance Advisory Services 2023 Final.pdf, 1533_1842155.pdf
  • eTenders CFT ID: not stated
  • Clarification contact / portal: eTenders clarification portal
  • Priority attachments: 3_RFT Governance Advisory Services 2023 Final.pdf, 1533_1842155.pdf, 1_TRD Award Criteria Final .docx

This tender has been awarded

Can you bid?

Required certifications

  • Tax Clearance Certificate
  • Professional indemnity insurance of €250,000
  • Public liability insurance of €2.5 million

Public liability insurance

€2,500,000

Professional indemnity insurance

€250,000

Scoring

Most Economically Advantageous Tender

Expertise, experience and qualifications of proposed resource

300%

Demonstrated understanding of requirements

300%

Proposals for incorporating environmentally sustainable and/or social considerations

100%

Ultimate Cost

300%

Lots (1)

Lot 1: Governance Advisory Services

Provision of governance advisory services to support compliance with the Code of Practice for the Governance of State Bodies.

Documents (6)

PDF

3_RFT Governance Advisory Services 2023 Final.pdf

297.3 KB · RFT / Invitation to Tender

PDF

1842155_National Contract award notice - general directive, standard regime (no TED publication)_1.pdf

2.0 MB · Contract / Agreement / Terms

PDF

1842155_National Contract Notice for classic procurement (no TED publication)_0.pdf

110.3 KB · Contract / Agreement / Terms

PDF

1533_1842155.pdf

11.3 KB · Appendix / Annex

DOCX

1_TRD Award Criteria Final .docx

71.3 KB · Tender Response Template

DOCX

2_TRD Selection Criteria Final.docx

86.7 KB · Tender Response Template

Original notice text

This tender seeks governance advisory services to ensure compliance with public procurement standards and operational delivery for the Financial Services and Pensions Ombudsman.

AI analysis updated 4 months ago

Bid ↗
Details

Value

€175k

Deadline

29 Jun

View on eTenders ↗

Location

Financial Services and Pensions Ombudsman offices or related locations

Procedure

Open

Clarification

14 Jun 2023

eTenders ID

1842155

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