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Banking and investment services (№2795084)

12 sep

Number: 2795084

Country: Ireland

Source: TED

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Publication date


12-09-2017

Description


  1. Section I
    1. Name and addresses
      National Treasury Management Agency (NTMA)
      Treasury Building, Grand Canal Street
      Dublin
      2
      Ireland
      Telephone: +353 12384000
      E-mail: [email protected]
    2. Type of the contracting authority:
      Body governed by public law
    3. Main activity:
      Other activity: funding and debt management
  2. Section II
    1. Scope of the procurement:
      1. Title:

        Contract Award — Provision of Sustainability and Responsible Investment Services.


        Reference number: 2016PR077
      2. Main CPV code:
        66100000, 66120000, 66120000, 66120000, 66120000
      3. Type of contract:
        Services
      4. Short description:

        The National Treasury Management Agency (NTMA), as controller and manager of the Ireland Strategic Investment Fund (ISIF) sought tenders for the provision of Sustainability and Responsible Investment Services.


      5. Information about lots:
        This contract is divided into lots: yes
      6. Total value of the procurement:
        Value excluding VAT: 1 020 000.00 EUR
    2. Description
      1. Title:

        Portfolio Analytics


      2. Additional CPV code(s):
        66120000
      3. Place of performance:
        Main site or place of performance:

        Dublin 2.


      4. Description of the procurement:

        Portfolio Analytics.


      5. Award criteria:
        Quality criterion - Name: Understanding of the Services / Weighting: 25
        Quality criterion - Name: Execution Methodology / Weighting: 30
        Quality criterion - Name: Proposed Team / Weighting: 20
        Cost criterion - Weighting: 25
      6. Information about options:
        Options: no
      7. Information about European Union funds:
        The procurement is related to a project and/or programme financed by European Union funds: no
      8. Additional information:

        Please see Request for Tenders attached to this notice for information on this tender.


      9. Title:

        Proxy Voting Services


      10. Additional CPV code(s):
        66120000
      11. Place of performance:
        Main site or place of performance:

        Dublin 2.


      12. Description of the procurement:

        Proxy Voting Services.


      13. Award criteria:
        Quality criterion - Name: Understanding of the Services / Weighting: 20
        Quality criterion - Name: Execution Methodology / Weighting: 40
        Quality criterion - Name: Proposed Team / Weighting: 20
        Cost criterion - Weighting: 20
      14. Information about options:
        Options: no
      15. Information about European Union funds:
        The procurement is related to a project and/or programme financed by European Union funds: no
      16. Additional information:

        Please see Request for Tenders attached to this notice for information on this tender.


      17. Title:

        Shareholder Engagement Services


      18. Additional CPV code(s):
        66120000
      19. Place of performance:
        Main site or place of performance:

        Dublin 2.


      20. Description of the procurement:

        Shareholder Engagement Services.


      21. Award criteria:
        Quality criterion - Name: Understanding of the Services / Weighting: 25
        Quality criterion - Name: Execution Methodology / Weighting: 30
        Quality criterion - Name: Proposed Team / Weighting: 20
        Cost criterion - Weighting: 25
      22. Information about options:
        Options: no
      23. Information about European Union funds:
        The procurement is related to a project and/or programme financed by European Union funds: no
      24. Additional information:

        Please see Request for Tenders attached to this notice for information on this tender.


      25. Title:

        ESG Framework


      26. Additional CPV code(s):
        66120000
      27. Place of performance:
        Main site or place of performance:

        Dublin 2.


      28. Description of the procurement:

        ESG Framework.


      29. Award criteria:
        Quality criterion - Name: Understanding of the Services / Weighting: 25
        Quality criterion - Name: Execution Methodology / Weighting: 25
        Quality criterion - Name: Proposed Team / Weighting: 25
        Cost criterion - Weighting: 25
      30. Information about options:
        Options: no
      31. Information about European Union funds:
        The procurement is related to a project and/or programme financed by European Union funds: no
      32. Additional information:

        Please see Request for Tenders attached to this notice for information on this tender.


  3. Section IV
    1. Description:
      1. Type of procedure:
        Open procedure
      2. Information about a framework agreement or a dynamic purchasing system:
      3. Information about electronic auction:
      4. Information about the Government Procurement Agreement (GPA):
        The procurement is covered by the Government Procurement Agreement: yes
    2. Administrative information:
      1. Previous publication concerning this procedure:
        Notice number in the OJ S: 2016/S 190-340726
      2. Information about termination of dynamic purchasing system:
      3. Information about termination of call for competition in the form of a prior information notice:
  4. Section V
    1. Contract No: 1
      Lot No: 1
      Title:

      Portfolio Analytics


    2. Award of contract
      1. Date of conclusion of the contract: 2017-06-15
      2. Information about tenders:
        Number of tenders received: 5
        The contract has been awarded to a group of economic operators: yes
      3. Name and address of the contractor:
        Oekom Research AG
        Goethestraße 28
        Munich
        D-80336
        Germany
        The contractor is an SME: no
      4. Information on value of the contract/lot (excluding VAT):

        Total value of the contract/lot: 235 000.00 EUR
      5. Information about subcontracting:

        Contract No: 2
        Lot No: 2
        Title:

        Proxy Voting Services


      6. Award of contract
        1. Date of conclusion of the contract: 2017-05-17
        2. Information about tenders:
          Number of tenders received: 5
          The contract has been awarded to a group of economic operators: no
        3. Name and address of the contractor:
          Hermes Equity Ownership Services Limited
          Lloyds Chambers, 1 Portsoken Street
          London
          E1 8HZ
          United Kingdom
          The contractor is an SME: no
        4. Information on value of the contract/lot (excluding VAT):

          Total value of the contract/lot: 110 000.00 EUR
        5. Information about subcontracting:

          Contract No: 3
          Lot No: 3
          Title:

          Shareholder Engagement Services


        6. Award of contract
          1. Date of conclusion of the contract: 2017-05-17
          2. Information about tenders:
            Number of tenders received: 4
            The contract has been awarded to a group of economic operators: no
          3. Name and address of the contractor:
            Hermes Equity Ownership Services Limited
            Lloyds Chambers, 1 Portsoken Street
            London
            E1 8HZ
            United Kingdom
            The contractor is an SME: no
          4. Information on value of the contract/lot (excluding VAT):

            Total value of the contract/lot: 550 000.00 EUR
          5. Information about subcontracting:

            Contract No: 4
            Lot No: 4
            Title:

            ESG Framework


          6. Award of contract
            1. Date of conclusion of the contract: 2017-06-08
            2. Information about tenders:
              Number of tenders received: 6
              The contract has been awarded to a group of economic operators: no
            3. Name and address of the contractor:
              ERM Environmental Resources Management Ireland Limited
              Suite 508, The Capel Building, Mary"s Abbey
              Dublin
              D07 WD23
              Ireland
              The contractor is an SME: no
            4. Information on value of the contract/lot (excluding VAT):

              Total value of the contract/lot: 125 000.00 EUR
            5. Information about subcontracting:

        7. Section VI
          1. Additional information

            Please see Request for Tenders attached to this notice for information on this tender.


          2. Procedures for review
            1. Review body
              High Court of Ireland
              Four Courts, Inns Quay
              Dublin
              7
              Ireland
              E-mail: [email protected]
            2. Body responsible for mediation procedures

            3. Service from which information about the review procedure may be obtained

          3. Date of dispatch of this notice
            2017-09-08