auftrag.at
powered by wienerzeitung.at
 
Supplement to the Official Journal of the European Union
Info and online forms: http://simap.ted.europa.eu
Contract notice
Directive 2014/24/EU

Section I: Contracting authority
I.1) Name and addresses
(please identify all contracting authorities responsible for the procedure)
Official name: HETA ASSET RESOLUTION AG National registration number:
Postal address: Alpen-Adria-Platz 1
Town: Klagenfurt am Wörthersee NUTS code: AT21 Postal code: 9020 Country: Austria
Contact person: Miklós Revay Telephone:
E-mail: project.omega@pwc.com Fax:
Internet address(es)
Main address: (URL) www.heta-asset-resolution.com
Address of the buyer profile: (URL)

I.2) Joint procurement
The contract involves joint procurement
In the case of joint procurement involving different countries, state applicable national procurement law:
The contract is awarded by a central purchasing body

I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at:
(URL)
Access to the procurement documents is restricted. Further information can be obtained at:
(URL) www.heta-asset-resolution.com
Additional information can be obtained from
the abovementioned address
another address:
Tenders or requests to participate must be submitted
electronically via:
(URL)
to the abovementioned address
to the following address:
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:
(URL)

I.4) Type of the contracting authority
Ministry or any other national or federal authority, including their regional or local subdivisions
National or federal agency/office
Regional or local authority
Regional or local agency/office
Body governed by public law
European institution/agency or international organisation
Other: Wind down company

I.5) Main activity
General public services
Defence
Public order and safety
Environment
Economic and financial affairs
Health
Housing and community amenities
Social protection
Recreation, culture and religion
Education
Other activity:


Section II: Object
II.1) Scope of the procurement
II.1.1) Title:INVITATION TO PARTICIPATE IN PORTFOLIO DISPOSAL PROCESS Reference number:INVITATION TO PARTICIPATE IN PORTFOLIO DISPOSAL
II.1.2) Main CPV-Code: 66000000 Supplementary CPV-Code: [ ][ ][ ][ ]  [ ][ ][ ][ ]
II.1.3) Type of contract Works Supplies Services
II.1.4) Short description:HETA ASSET RESOLUTION AG (“HETA”), a company owned by the Republic of Austria, holds a loan portfolio representing approx. EUR 135m of notional amount (the “Portfolio”). The Portfolio is divided into three tranches with different maturities, each backed by individual residential housing loans granted by the state of Upper Austria. HETA intends to divest the Portfolio to a Preferred Eligible Investor (as defined below). The contemplated transfer of the Portfolio is hereinafter referred to as the "Omega II Transaction”. It is envisaged to conduct the Omega II Transaction in the form of an asset deal in an open, transparent and non-discriminatory bidding process, which is anticipated to be closed by the end of the 1st quarter of 2020. The Omega II Transaction shall be governed by Austrian law. Although it is the clear preference to divest the Portfolio via one single transaction to one bidder, separate expressions of interest and/or bids for entire individual tranches are also permitted provided that the interested parties explicitly highlight their limited interest. The commercially best bid will be selected, with preferential treatment given to offers covering all three tranches of the Portfolio. HETA has appointed PwC Advisory Services GmbH (“PwC”) as financial adviser to assist with the Omega II Transaction. Individual entities or consortia interested in participating in the Omega II Transaction (each, an “Interested Party”) are required to submit a written expression of interest (“EoI”) containing at least the following: a) Name, address and short description of the Interested Party (or of each consortium member in case of a consortium), including name and information regarding its owners up to its ultimate beneficial owner, and contact details of the person(s) who can be contacted in case of queries. b) Rationale for participating in the Omega II Transaction. c) Confirmation that the Interested Party is acting as principal for its own account or, in case of agents or brokers submitting an EoI on behalf of an Interested Party, submission of written and adequate proof of the power of representation of such agent or broker. d) Information indicating that the Interested Party may be deemed as Preferred Eligible Investor. The following legal entities qualify as preferred eligible investor ("Preferred Eligible Investor"): a) financial institutions seated in the EEA or Switzerland (including insurance companies, pension funds and similar regulated entities); b) special securitization entities pursuant to § 3 (5) Austrian Banking Act (BWG) or special securitization entities pursuant to Art 4 para 1 no. 66 of the Regulation (EU) No. 575/2013 (CRR), which are seated in the EEA or Switzerland.
II.1.5) Estimated total value
Value excluding VAT: Currency:
(for framework agreements or dynamic purchasing systems – estimated total maximum value for the entire duration of the framework agreement or dynamic purchasing system)
II.1.6) Information about lots
This contract is divided into lots yesno
Tenders may be submitted for all lotsmaximum number of lots: one lot only
Maximum number of lots that may be awarded to one tenderer:
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

II.2) Description
II.2.1) Title: INVITATION TO PARTICIPATE IN PORTFOLIO DISPOSAL PROCESS
II.2.2) Additional CPV code(s)
Additional CPV code: [ ][ ].[ ][ ].[ ][ ].[ ][ ] Supplementary CPV code: [ ][ ][ ][ ]  [ ][ ][ ][ ]
II.2.3) Place of performance
NUTS code: AT21
Main site or place of performance: Klagenfurt
II.2.4) Description of the procurement:Interested Parties are required to submit their written EoI in English or German, titled “Expression of Interest for the Participation in the Omega II Transaction”, by 5 pm CET on DECEMBER 20th, 2019 electronically per e-mail to: Contact details: Miklós Revay, E-mail: project.omega@pwc.com. After receipt and evaluation of their EoI, Interested Parties may be invited to participate in the disposal process and receive further information regarding the Omega II Transaction, subject to the execution of a non-disclosure undertaking provided by HETA. HETA reserves the right to extend the above stated deadline for the submission of an EoI, amend the contemplated timeline, scope or any other terms of, or discontinue, the disposal process with individual or all Interested Parties or amend the scope or any terms of the Omega II Transaction as a whole or in part or modify the Omega II Transaction structure or change, reduce or add receivables to the Portfolio at its sole discretion at any time, provided that HETA will at all times act in a way consistent with the principles of an open, transparent and non-discriminatory bidding process. For further clarification or enquiries, Interested Parties may contact the contact person at PwC stated above. Legal Notices: Neither this notice nor the release of any information to an Interested Party constitutes, or may be used for, any offer to sell or a solicitation of an offer to subscribe for or purchase any securities by any person in any jurisdiction or under any circumstance. The distribution of this invitation in certain jurisdictions may be restricted by law, and recipients should inform themselves about, and observe any applicable legal or regulatory requirements in relation to, the distribution or possession of this invitation. Neither HETA, PwC nor any of their respective affiliates, directors, officers, employees, advisers or agents (“Related Parties”) accept any liability to any person in relation to the distribution or possession of this invitation in any jurisdiction. By submitting an EoI an Interested Party confirms that it is a person able to receive the information provided to it (or which may be provided to it in any subsequent phase) without contravention of any unfulfilled registration requirements or other applicable legal or regulatory restrictions in the jurisdictions in which it resides or conducts business. PwC is acting exclusively for HETA and no one else in connection with the Omega II Transaction and PwC will not be responsible to anyone other than HETA for providing the protections afforded to its clients for providing advice in relation to the Omega II Transaction or in relation to the contents of this invitation. HETA and PwC, and their respective Related Parties expressly state that no representation or warranty is made by this invitation and expressly disclaim any and all liability for representations or warranties deemed to be made or statements contained in this invitation to any prospective purchaser.
(nature and quantity of works, supplies or services or indication of needs and requirements)
II.2.5) Award criteria
Criteria below
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:[ ] Währung:[ ][ ][ ]
(for framework agreements or dynamic purchasing systems – estimated total maximum value for the entire duration of this lot)
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 3 or Duration in days: [ ]
or Start: (dd/mm/yyyy) / End:(dd/mm/yyyy)
This contract is subject to renewal
Description of renewals:
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: [ ]
or Envisaged minimum number: [ ] / Maximum number: [ ]
Objective criteria for choosing the limited number of candidates:
II.2.10) Information about variants
Variants will be accepted
II.2.11) Information about options
Options
Description of options:
II.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds
yes
no
Identification of the project:
II.2.14) Additional information:



Section III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Minimum level(s) of standards possibly required:
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Minimum level(s) of standards possibly required:
III.1.5) Information about reserved contracts
The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons
The execution of the contract is restricted to the framework of sheltered employment programmes


III.2) Conditions related to the contract
III.2.1) Information about a particular profession(only for service contracts)
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:
III.2.2) Contract performance conditions:
III.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract


Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
Accelerated procedure:
Justification:
Restricted procedure
Accelerated procedure:
Justification:
Competitive procedure with negotiation
Accelerated procedure:
Justification:
Competitive dialogue
Innovation partnership
IV.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
Framework agreement with a single operator
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement:
The procurement involves the setting up of a dynamic purchasing system
The dynamic purchasing system might be used by additional purchasers
In the case of framework agreements, provide justification for any duration exceeding 4 years:
IV.1.4) Information about reduction of the number of solutions or tenders during negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated
IV.1.5) Information about negotiation (only for competitive procedures with negotation)
The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
IV.1.6) Information about electronic auction
An electronic auction will be used
Additional information about electronic auction:
IV.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement
yes
no


IV.2) Administrative information
IV.2.1) Previous publication concerning this procedure
Notice number in the OJ S: [ ][ ][ ][ ]/S [ ][ ][ ]–[ ][ ][ ][ ][ ][ ][ ]
(One of the following: Prior information notice; Notice on a buyer profile)
IV.2.2) Time limit for receipt of tenders or requests to participate
Date: (dd/mm/yyyy) 20/12/2019 Local time: (hh:mm) 17:00
IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date:(dd/mm/yyyy)
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: (dd/mm/yyyy)
or Duration in months: [ ] (from the date stated for receipt of tender)
IV.2.7) Conditions for opening of tenders
Information about authorised persons and opening procedure:


Section VI: Complementary information

VI.1) Information about recurrence
This is a recurrent procurement noyes
Estimated timing for further notices to be published:
VI.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3) Additional information
National identification number: [L-714564-9b27]

VI.4) Procedures for review
VI.4.1) Review body
Official name: not applicable
Postal address: not applicable
Town: not applicable Postal code: Country: Austria
E-mail: Telephone:
Internet-Address:(URL) Fax:
VI.4.2) Body responsible for mediation procedures
Official name:
Postal address:
Town: Postal code: Country: Austria
E-mail: Telephone:
Internet-Address:(URL) Fax:
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
VI.4.4) Service from which information about the review procedure may be obtained
Official name:
Postal address:
Town: Postal code: Country: Austria
E-mail: Telephone:
Internet-Address:(URL) Fax:

VI.5) Date of dispatch of this notice: (dd/mm/yyyy):28/11/2019



It is the contracting authority's/contracting entity's responsibility to ensure compliance with European Union law and any applicable laws.

 
 
  
Impressum | Kontakt | AGB | eNutzungsbedingungen | Datenschutzerklärung | Notfall