Financial management

The Contracting Authority hereby invites tenderers to a competition for a contract for financial and investment consultancy services in connection with the placement of Fredrikstad municipality ́s surplus liquidity. A comprehensive description of the service is in the annexes to the tender documentation. The Contracting Authority hereby invites tenderers to …

CPV: 66171000 Diensten voor financieel advies, 66000000 Financiële en verzekeringsdiensten, 66100000 Diensten op het gebied van banken en investeringen
Plaats van uitvoering:
Financial management
Toekennende instantie:
Fredrikstad kommune
Gunningsnummer:
2025/27457

1. Buyer

1.1 Buyer

Official name : Fredrikstad kommune
Legal type of the buyer : Body governed by public law, controlled by a local authority
Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : Financial management
Description : The Contracting Authority hereby invites tenderers to a competition for a contract for financial and investment consultancy services in connection with the placement of Fredrikstad municipality ́s surplus liquidity. A comprehensive description of the service is in the annexes to the tender documentation.
Procedure identifier : c8b4323f-003f-4a4b-a7c8-160d3ecf0c81
Previous notice : 4189839d-e481-459c-a2e6-4c66e5475fdd-01
Internal identifier : 2025/27457
Type of procedure : Open
The procedure is accelerated : no
Main features of the procedure : The aim of the procurement is to enter into an ongoing service contract for investment consultancy services for Fredrikstad kommuen ́s long-term surplus liquidity. This includes follow-up, reporting and consultancy services. The service shall be carried out in accordance with Fredrikstad municipality ́s applicable financial and debt regulations with routines. Furthermore, the applicable municipality law with regulations lays the overall terms for the assignment. The Consultant shall not have discretionary administrative authority; all decisions on placements will be made by Fredrikstad municipality. The contract is an ongoing service contract for up to six years. The contracting authority has a unilateral right to give notice - the notice period is 3 months. The portfolio to be managed is divided into two sub portfolios, with the book value per 30 June 2025 of NOK 1,054,217,880 and NOK 1,103,607,948. The portfolios currently consist of mutual funds (Norway and global), obligation funds (Norway and global), and money market funds (Norway). See the municipality ́s annual report and rules – Annex 1a (Financial and Debt Management Rules) and Annex 1b page 58 (Annual Report 2024 Fredrikstad municipality) for further details on the municipality's market value and the division of the long-term portfolio. The contracting authority reserves the right to make changes in the portfolio ́s value, including price changes and market movements. The contracting authority reserves the right to make changes in the budget, activities and political management that can affect the terms and premises for the scope of the assignment.

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66171000 Financial consultancy services
Additional classification ( cpv ): 66000000 Financial and insurance services
Additional classification ( cpv ): 66100000 Banking and investment services

2.1.2 Place of performance

Country : Norway
Anywhere in the given country

2.1.4 General information

Legal basis :
Directive 2014/24/EU
Anskaffelsesforskriften - The procurement will be made in accordance with the Act from 17 June 2016 no. 73 on public procurements (the Procurement Act) and regulations 12 August 2016 no. 974 on public procurements (procurement regulations) parts I and III.

5. Lot

5.1 Lot technical ID : LOT-0000

Title : Financial management
Description : The Contracting Authority hereby invites tenderers to a competition for a contract for financial and investment consultancy services in connection with the placement of Fredrikstad municipality ́s surplus liquidity. A comprehensive description of the service is in the annexes to the tender documentation.
Internal identifier : 2025/27457

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66171000 Financial consultancy services
Additional classification ( cpv ): 66000000 Financial and insurance services
Additional classification ( cpv ): 66100000 Banking and investment services

5.1.2 Place of performance

Country : Norway
Anywhere in the given country
Additional information :

5.1.6 General information

Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : no

5.1.10 Award criteria

Criterion :
Type : Price
Description : Price
Category of award threshold criterion : Weight (percentage, exact)
Award criterion number : 20
Criterion :
Type : Quality
Description : Quality
Category of award threshold criterion : Weight (percentage, exact)
Award criterion number : 80

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : Søndre Østfold tingrett
Information about review deadlines : In accordance with the Procurement Regulations.

6. Results

6.1 Result lot ldentifier : LOT-0000

No winner was chosen and the competition is closed.
The reason why a winner was not chosen : Other

6.1.4 Statistical information

Summary of the review requests the buyer received :
Number of complainants : 0
Received tenders or requests to participate :
Type of received submissions : Tenders
Number of tenders or requests to participate received : 0

8. Organisations

8.1 ORG-0001

Official name : Fredrikstad kommune
Registration number : 940039541
Postal address : Rådhuset, Nygaardsgaten 14-16
Town : FREDRIKSTAD
Postcode : 1606
Country subdivision (NUTS) : Østfold ( NO083 )
Country : Norway
Contact point : Kine Gjerlaugsen
Telephone : +47 91743219
Internet address : https://odinprosjekt.no/
Roles of this organisation :
Buyer

8.1 ORG-0002

Official name : Søndre Østfold tingrett
Registration number : 926 722 808
Town : Fredrikstad
Postcode : 1601
Country subdivision (NUTS) : Østfold ( NO083 )
Country : Norway
Roles of this organisation :
Review organisation

Notice information

Notice identifier/version : 3005b976-ea25-4805-8adc-2563736d7484 - 01
Form type : Result
Notice type : Contract or concession award notice – standard regime
Notice dispatch date : 22/10/2025 10:04 +00:00
Notice dispatch date (eSender) : 22/10/2025 10:39 +00:00
Languages in which this notice is officially available : English
Notice publication number : 00701771-2025
OJ S issue number : 204/2025
Publication date : 23/10/2025