Banking and investment services | Tenderlake

Banking and investment services

Contract Value:
-
Notice Type:
Contract Notice
Published Date:
12 February 2019
Closing Date:
19 March 2019
Location(s):
BE3 RÉGION WALLONNE (BE Belgium/BELGIQUE-BELGIË)
Description:

i) the 1 st lot is intended to constitute a multi-award framework agreement on the financing of the activities of the contracting authority;

ii) the 2 e lot aims at the creation of a multi-awarding framework agreement relating to project management assistance services (AMO) within the framework of the real estate projects of Ecetia Intercommunale;

iii) 3 e lot is intended to provide a multi-award framework agreement for insurance services.


Framework agreement on the financing of Ecetia Intercommunale's activities (and notably its real estate projects) and secondarily, contribution of real estate projects

In order to meet its financing needs, notably (but not only) with regard to the activities of its "Real Estate" sector, the contracting authority wishes to have a pool of financial operators (banks, insurance companies, investments, pension funds or any other financial investors) designated in a framework agreement and that it could put in competition, each time it has to finance a new project, real estate or other, for the duration of this agreement -frame.

This call for competition is made in 2 steps:

i) choice of a limited number (maximum 5) of participants in the framework agreement of lot 1, for a period of 4 years;

(ii) once the pool of participants in the framework agreement has been set up, a case-by-case organization, project by project, of a "mini-competition" with negotiation between the participants in the framework agreement only, to obtain tenders to be fixed according to the criteria laid down in the contract documents relating to the subsequent contract, in accordance with Article 43 (5) (3) of the AR.

During the mini-competitions, the participants of the framework agreement will be given a description of the financing need in question and its characteristics (duration, guarantees, draws, repayment scheme, ...).

In the case of the financing of real estate projects, it is expected that the mini-competition for lot 1 will be launched after the bidder's choice for the design and construction of the structure but before the formulation of the rental offer to the cooperator and before the notification of the D & B market. Consequently, the schedule of realization, the total amount of the investment as well as the principal terms of the rental offer which will be formulated with the cooperator will be known. However, it should be noted at this point that there is no intention to give the land or building as collateral for the repayment of the loan.

Incidentally, in so far as it appears that the financial operators concerned by lot 1 are likely to have contacts with the Walloon local authorities and may find it advantageous to bring to the contracting authority real estate projects of which they are aware, the contracting authority wishes the participants in the framework agreement to promote, within their network, the contracting authority's offer of "heritage property" services and, where appropriate, to provide them with all the information and useful presentation tools so that they are able to ensure this promotion in an optimal way.

In return, these operators are guaranteed, on a case-by-case basis, exclusivity of the financing of the realization of real estate projects of which they would be the contributors, under certain conditions and if they are selected. By way of derogation from the foregoing, in accordance with Article 43 § 5, 1º of the AR passation, the mini-competition referred to above would therefore not take place for selected projects made by an operator participating in the agreement. -framework and the second step will only constitute a negotiation with the operator concerned.

For their part, the participants in the framework agreement of lot 1 undertake that any project of which they would have knowledge, and falling within the definition of the sector "Real estate" of the contracting authority and likely to enter the strategy of real estate investment of the latter, is presented first to the contracting authority, in preference to any other operator, public or private, active in the same sector.

Since each lot is considered to be a separate contract, lot 1 follows its own rules, which are, in accordance with Article 28 (1) st , 5 ° of the law, outside the material scope of the regulations on public procurement.


Framework agreement on project management assistance (AMO) and secondarily, contribution of real estate projects

In order to carry out the tasks to which it is committed with regard to its co-operators in the context of its "Real Estate" sector, the contracting authority wishes to have a pool of economic operators able to assist and accompany it in the "consultancy" phase and, where appropriate, in the "real estate" phase of project implementation.

This assistance could therefore cover both the "heritage real estate" component and the "real estate concession" component.

However, lot 2 will cover all real estate projects located outside the province of Liège.

Each subsequent contract awarded under lot 2 will consist of a firm tranche and conditional tranches.

Here too, as for lot 1, this call for competition would be in two stages:

i) choice of a limited number (maximum 10) of participants in the framework agreement for lot 2, for a period of 4 years;

(ii) once constituted, the pool of participants in the framework agreement, case-by-case organization, project by project, of a "mini-competition" with negotiation with the participants in the framework agreement to obtain offers to be determined on the basis of the criteria laid down in the contract documents relating to the subsequent contract, in accordance with Article 43 (5) (3) of the AR.

During the mini-competitions, the participants in the framework agreement will be given a description of the project, as well as the main constraints and expectations of the cooperator. On this basis, the participants in the framework agreement will be asked to propose, among the profiles proposed when the framework agreement was awarded, the best possible team, that is to say, the one that includes the most experienced profiles in the areas put forward by the cooperator. For example, if a cooperator is promoting energy aspects related to the building, the participants in the framework agreement will be evaluated, among other things, on the basis of their ability to propose profiles with experience in studies related to energy investments. related to buildings.

Incidentally, in so far as it appears that the economic operators concerned by the consignment are likely to have knowledge of real estate projects of local authorities in Wallonia, the contracting authority encourages the participants in the framework agreement to ensure, within their network , the promotion of the services offered by the contracting authority's "Heritage Property" and "Real Estate Concession" and undertakes, where appropriate, to provide them with all the information and presentation tools needed to enable them to to ensure this promotion in an optimal way.

In return, these operators are guaranteed, on a case-by-case basis, exclusivity of the mission of AMO for the realization of the real estate projects of which they would be the contributors, under certain conditions and if they are selected. By way of derogation from the foregoing, in accordance with Article 43 § 5, 1º of the AR passation, the mini-competition referred to above would therefore not take place for real estate projects carried out by an operator participating in the agreement. -frame and 2 of This step will only constitute a negotiation with the operator concerned.

For their part, the participants in the framework agreement of lot 2 undertake that any project of which they would have knowledge, and falling within the definition of the sector "Real estate" of the contracting authority and likely to be part of the strategy of real estate investment of the latter, is presented first to the contracting authority, in preference to any other operator, public or private, active in the same sector.


Framework agreement relating to the insurance of Ecetia Intercommunale's activities (and notably of buildings) and secondarily, contribution of real estate projects

In order to ensure the various risks inherent to its activities, and in particular (but not only) its various responsibilities related to the erection and ownership of the buildings belonging to it, the contracting authority wishes to have a pool of insurance companies designated in a framework agreement and that it could compete for the duration of this framework agreement.

Here too, this competition will be done in two steps:

i) choice of a limited number (maximum 5) of participants in the framework agreement of lot 3, for a period of 4 years;

(ii) once the pool of participants in the framework agreement has been set up, organization on a case-by-case basis, project by project, of a "mini-competition" with negotiation with the participants in the framework agreement to obtain offers to decide on the criteria set out in the specifications for the subsequent contract, in accordance with Article 43 § 5, 3º of the AR Passation.

During the mini-competitions, the participants in the framework agreement will be given a description of the risk to be covered and the insurance needs.

In the case of real estate project insurance, it is expected that the mini-competition for lot 3 will be launched after the bidder has chosen to design and build the structure, but before the formulation of the rental offer. to the cooperator and prior to notification of the D & B contract. Consequently, the schedule of realization, the total amount of the investment as well as the main characteristics of the building to be erected will be known.

Incidentally, in so far as it appears that the economic operators concerned by the consignment are likely to have contacts with the Walloon local authorities and may find it advantageous to provide the contracting authority with real estate projects of which they have knowledge, the power to adjudicator encourages the participants in the framework agreement to ensure, within their network, the promotion of the service offer "Heritage property" and "Real estate conceded" of the contracting authority, and commits, if necessary, to provide them with all the information and presentation tools they need to be able to provide this promotion in an optimal way.

In return, these operators are guaranteed, on a case-by-case basis, exclusivity of the insurance mission of real estate projects of which they would be the contributors, under certain conditions and if they are selected. By way of derogation from the above, in accordance with Article 43 § 5, 1º of the AR Passation, the mini-competition referred to above would not take place for real estate projects carried out by an operator participating in the agreement -frame and 2 of This step will only constitute a negotiation with the operator concerned.

For their part, the participants in the framework agreement of lot 3 undertake that any project of which they would be aware, and falling within the definition of the sector "Real estate" of the contracting authority and likely to be part of the strategy of real estate investment of the latter, is presented first to the contracting authority, in preference to any other operator, public or private, active in the same sector.

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The Buyer:
Ecetia Intercommunale
CPV Code(s):
66000000 - Financial and insurance services
66100000 - Banking and investment services
66510000 - Insurance services
71200000 - Architectural and related services