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 Storitve finančnega svetovanja, 66000000 Finančne in zavarovalniške storitve, 66100000 Bančne in investicijske storitve
Rok:
21. november 2025. 11:00
Vrsta roka:
Oddaja ponudbe
Kraj izvršitve:
Financial management
Organ za podeljevanje:
Fredrikstad kommune
Številka dodelitve:
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
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.

2.1.6 Grounds for exclusion

Sources of grounds for exclusion : European Single Procurement Document (ESPD)

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 :

5.1.3 Estimated duration

Start date : 31/12/2025
Duration end date : 01/01/2032

5.1.6 General information

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

5.1.9 Selection criteria

Sources of selection criteria : European Single Procurement Document (ESPD)

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : Norwegian
Deadline for requesting additional information : 14/11/2025 11:00 +00:00
Address of the procurement documents : https://permalink.mercell.com/265935492.aspx

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : Norwegian
Electronic catalogue : Not allowed
Advanced or qualified electronic signature or seal (as defined in Regulation (EU) No 910/2014) is required
Variants : Not allowed
Deadline for receipt of tenders : 21/11/2025 11:00 +00:00
Deadline until which the tender must remain valid : 3 Month
Information about public opening :
Opening date : 21/11/2025 11:00 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
Electronic invoicing : Required
Electronic ordering will be used : yes
Electronic payment will be used : yes

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
Organisation providing more information on the review procedures : Fredrikstad kommune

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
Organisation providing more information on the review procedures

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 : 4189839d-e481-459c-a2e6-4c66e5475fdd - 01
Form type : Competition
Notice type : Contract or concession notice – standard regime
Notice dispatch date : 20/10/2025 11:13 +00:00
Notice dispatch date (eSender) : 20/10/2025 11:24 +00:00
Languages in which this notice is officially available : English
Notice publication number : 00692587-2025
OJ S issue number : 202/2025
Publication date : 21/10/2025