Publication

Section I: Contracting authority

I.1)

Name and addresses

National Treasury Management Agency (NTMA)

N/A

Treasury Building, Grand Canal Street

Dublin 2

IE

Contact person: Procurement Unit

Telephone: +353 12384000

E-mail: procurement@ntma.ie

NUTS code: IE - IRELAND

Internet address(es):

Main address: http://www.ntma.ie

Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/1163

I.4)

Type of the contracting authority

Body governed by public law

I.5)

Main activity

Other activity: Funding and Debt Management

Section II: Object

II.1)

Scope of the procurement

II.1.1)

Title

Contract Award - Provision of Sustainability and Responsible Investment Services

Reference number: 2016PR077

II.1.2)

Main CPV code

66100000 - Banking and investment services

II.1.3)

Type of contract

Services

II.1.4)

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.

II.1.6)

Information about lots

This contract is divided into lots: yes

II.1.7)

Total value of the procurement

Value excluding VAT: 1020000.00 EUR

II.2)

Description

II.2.1)

Title

Portfolio Analytics

Lot No: 1

II.2.2)

Additional CPV code(s)

66120000 - Investment banking services and related services

II.2.3)

Place of performance

NUTS code: IE - IRELAND

Main site or place of performance:

Dublin 2

II.2.4)

Description of the procurement

Portfolio Analytics

II.2.5)

Award criteria

Criteria below

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 - Name: Fees / Weighting: 25

II.2.11)

Information about options

Options: no

II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)

Additional information

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

II.2)

Description

II.2.1)

Title

Proxy Voting Services

Lot No: 2

II.2.2)

Additional CPV code(s)

66120000 - Investment banking services and related services

II.2.3)

Place of performance

NUTS code: IE - IRELAND

Main site or place of performance:

Dublin 2

II.2.4)

Description of the procurement

Proxy Voting Services.

II.2.5)

Award criteria

Criteria below

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 - Name: Fees / Weighting: 20

II.2.11)

Information about options

Options: no

II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)

Additional information

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

II.2)

Description

II.2.1)

Title

Shareholder Engagement Services

Lot No: 3

II.2.2)

Additional CPV code(s)

66120000 - Investment banking services and related services

II.2.3)

Place of performance

NUTS code: IE - IRELAND

Main site or place of performance:

Dublin 2

II.2.4)

Description of the procurement

Shareholder Engagement Services

II.2.5)

Award criteria

Criteria below

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 - Name: Fees / Weighting: 25

II.2.11)

Information about options

Options: no

II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)

Additional information

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

II.2)

Description

II.2.1)

Title

ESG Framework

Lot No: 4

II.2.2)

Additional CPV code(s)

66120000 - Investment banking services and related services

II.2.3)

Place of performance

NUTS code: IE - IRELAND

Main site or place of performance:

Dublin 2

II.2.4)

Description of the procurement

ESG Framework

II.2.5)

Award criteria

Criteria below

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 - Name: Fees / Weighting: 25

II.2.11)

Information about options

Options: no

II.2.13)

Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)

Additional information

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

Section IV: Procedure

IV.1)

Description

IV.1.1)

Type of procedure

Open procedure

IV.1.8)

Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes

IV.2)

Administrative information

IV.2.1)

Previous publication concerning this procedure

Notice number in the OJ S: 2016/S 190-340726

Section V: Award of contract

Contract No: 1

Lot No: 1

Title: Portfolio Analytics

A contract/lot is awarded: yes

V.2)

Award of contract

V.2.1)

Date of conclusion of the contract

2017-06-15

V.2.2)

Information about tenders

Number of tenders received: 5

The contract has been awarded to a group of economic operators : yes

V.2.3)

Name and address of the contractor

Oekom Research AG

Goethestraße 28

Munich

D-80336

DE

NUTS code: DE - DEUTSCHLAND

The contractor is an SME : no

Southpole Carbon Asset Management

Technoparkstrasse 1

Zurich

8005

CH

NUTS code: CH04 - Zürich

The contractor is an SME : no

V.2.4)

Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: 235000.00 EUR

Section V: Award of contract

Contract No: 2

Lot No: 2

Title: Proxy Voting Services

A contract/lot is awarded: yes

V.2)

Award of contract

V.2.1)

Date of conclusion of the contract

2017-05-17

V.2.2)

Information about tenders

Number of tenders received: 5

The contract has been awarded to a group of economic operators : no

V.2.3)

Name and address of the contractor

Hermes Equity Ownership Services Limited

Lloyds Chambers, 1 Portsoken Street

London

E1 8HZ

UK

NUTS code: UKI - LONDON

The contractor is an SME : no

V.2.4)

Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: 110000.00 EUR

Section V: Award of contract

Contract No: 3

Lot No: 3

Title: Shareholder Engagement Services

A contract/lot is awarded: yes

V.2)

Award of contract

V.2.1)

Date of conclusion of the contract

2017-05-17

V.2.2)

Information about tenders

Number of tenders received: 4

The contract has been awarded to a group of economic operators : no

V.2.3)

Name and address of the contractor

Hermes Equity Ownership Services Limited

Lloyds Chambers, 1 Portsoken Street

London

E1 8HZ

UK

NUTS code: UKI - LONDON

The contractor is an SME : no

V.2.4)

Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: 550000.00 EUR

Section V: Award of contract

Contract No: 4

Lot No: 4

Title: ESG Framework

A contract/lot is awarded: yes

V.2)

Award of contract

V.2.1)

Date of conclusion of the contract

2017-06-08

V.2.2)

Information about tenders

Number of tenders received: 6

The contract has been awarded to a group of economic operators : no

V.2.3)

Name and address of the contractor

ERM Environmental Resources Management Ireland Limited

Suite 508, The Capel Building, Mary's Abbey

Dublin

D07 WD23

IE

NUTS code: IE061 - Dublin

The contractor is an SME : no

V.2.4)

Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: 125000.00 EUR

Section VI: Complementary information

VI.3)

Additional information

The contract values stated in this notice refer only to the performance of services during the initial contract period of five years in respect of Lots 1-3, and during the period required for the completion of the services in respect of Lot 4. The NTMA reserved the right in the procurement documents to extend the duration of the contract(s) for further periods at its discretion.

VI.4)

Procedures for review

VI.4.1)

Review body

High Court of Ireland

Four Courts, Inns Quay

Dublin 7

IE

E-mail: highcourtcentraloffice@courts.ie

Internet address: http://www.courts.ie