Valuation Advisory Services

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

1. At a glance

2. Scope of Work

The NTMA seeks a Valuation Advisor to provide valuation advisory services primarily for the Ireland Strategic Investment Fund (ISIF). The contract spans three years, with potential extensions, and involves supporting NTMA-managed funds.

• Valuation Services: Conduct valuations for assets managed by the NTMA, focusing initially on ISIF.
• Advisory Role: Provide expert advice on asset valuation, ensuring compliance with relevant standards and regulations.
• Reporting: Prepare detailed valuation reports for NTMA's internal use and external stakeholders.
• Compliance: Ensure all valuations adhere to statutory and regulatory requirements.
• Additional Services: NTMA may request additional services, for which a fixed fee may be negotiated.
• Collaboration: Work closely with NTMA staff and other stakeholders to ensure accurate and timely delivery of services.
• Volume: Services to be provided to three clients within 36 months prior to the response deadline.
• Systems and Tools: Utilize NTMA-approved systems and methodologies for valuation tasks.

3. Background & buyer context

The NTMA manages Ireland's national debt and oversees several funds, including the ISIF, established to support economic activity and employment in Ireland. This tender aligns with NTMA's strategic goals of efficient asset and liability management. The procurement of valuation advisory services is driven by the need for expert valuation to support fund management activities. The NTMA operates under various statutory functions and collaborates with entities like NAMA and SBCI.

4. Eligibility & selection criteria

• Turnover requirement: Minimum annual turnover of €1 million averaged over the past three financial years.
• Insurance:
• Employer's Liability: €13 million per claim.
• Public Liability: €6.5 million per claim.
• Professional Indemnity: €1 million per insurance year.
• 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.

5. Award criteria & scoring

The contract will be awarded to the most economically advantageous tender (MEAT), with specific criteria not disclosed.

6. Submission requirements

• Method statement / response document: Complete Schedule 3 (Form of Tender).
• CVs: Not specified.
• Pricing schedule: Fixed fees and hourly rates in euro (€), exclusive of VAT.
• Case studies: Not specified.
• Declarations: ESPD, Tax clearance, Conflict of Interest.
• Mandatory site visit: Not specified.
• Submission portal: eTenders, electronic post box submission only.

7. Key dates & process

8. Contract terms that matter

The contract is for three years, extendable by two years. Payment terms are not specified. Key performance indicators (KPIs) and service level agreements (SLAs) are not detailed. Liquidated damages or penalty regimes are not mentioned. Intellectual property ownership and subcontracting rules are not specified. A parent-company guarantee or bond is not required.

9. Risks, red flags & unusuals

The tender does not specify a submission deadline, which could impact planning. The insurance requirements are high, potentially limiting smaller firms. The lack of detailed award criteria and scoring methodology may create uncertainty in bid preparation. The NTMA reserves the right to alter the scope and duration of services, which could affect contract stability.

10. SME fit assessment

This tender is suitable for firms with a minimum annual turnover of €1 million and the ability to meet high insurance requirements. Firms specializing in valuation services with experience in public-sector contracts are ideal candidates. Consortium bids are allowed, with joint and several liability. Bid preparation may require several days, given the need for detailed financial and compliance documentation. The presence of an incumbent is not mentioned, suggesting an open competition.

11. Where to dig deeper

• Source RFT filename: 2026PR021 RFT Valuation Advisory Services.pdf
• eTenders CFT ID: Not specified
• Contact email or clarification portal: eTenders messaging facility
• Important attachments: Schedule 1 (Minimum Requirements), Schedule 2 (Award Criteria), Schedule 3 (Form of Tender)