Transition management services for the National pensions reserve fund
National Treasury Management Agency (NTMA)
The National Treasury Management Agency requests proposals for appointment to a panel for the provision of transition management services for the National pensions reserve fund. Please see the RFP attached to this notice for further information.
DeadlineThe time limit for receipt of tenders was 2013-01-16. The procurement was published on 2012-11-29.
SuppliersThe following suppliers are mentioned in award decisions or other procurement documents:
- • Blackrock Advisors (UK) Limited
- • Citigroup Global Markets Limited
- • Russell Implementation Services Limited
Procurement history
| Date | Document |
|---|---|
| 2012-11-29 | Contract notice |
| 2013-09-18 | Contract award notice |
Contract notice (2012-11-29)
Object
Scope of the procurement
Title: pension investment services
Quantity or scope: 1 500 000
Total value of the procurement: 1 500 000 💰
Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Pension investment services 📦
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: National Treasury Management Agency (NTMA)
Postal address: Treasury Building, Grand Canal Street
Postal town: Dublin 2
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 16640800 📞
Reference
Dates
Date dispatched: 2012-11-29 📅
Submission deadline: 2013-01-16 📅
Publication date: 2012-12-04 📅
Identifiers
Notice number: 2012/S 233-383333
OJ-S issue: 233
Additional information
Object
Scope of the procurement
Short description:
Place of performance
Main site or place of performance: Dublin.
Legal, economic, financial and technical information
Contract execution
Other particular conditions: Please see RFP attached to this notice for further information.
Names and professional qualifications of the staff ✅
Procedure
Number of operators of the framework agreement: 3
Duration of the framework agreement in years: 4
Tender validity period: 6 months
Languages
Language: English 🗣️
Contracting authority
Contact
Contact point: Procurement Unit
E-mail: querytransitionmanager@ntma.ie 📧
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
E-mail: supremeandhighcourtoperations@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Source: OJS 2012/S 233-383333 (2012-11-29)
Object
Scope of the procurement
Title: pension investment services
Quantity or scope: 1 500 000
Total value of the procurement: 1 500 000 💰
Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Pension investment services 📦
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: National Treasury Management Agency (NTMA)
Postal address: Treasury Building, Grand Canal Street
Postal town: Dublin 2
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 16640800 📞
Reference
Dates
Date dispatched: 2012-11-29 📅
Submission deadline: 2013-01-16 📅
Publication date: 2012-12-04 📅
Identifiers
Notice number: 2012/S 233-383333
OJ-S issue: 233
Additional information
To receive more information about this tender, including any amendments and/or clarifications and to request any clarifications and/or to respond to this tender, you must register your interest to this tender on the following site: https://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=60433&B=ETENDERS_SIMPLE.
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Object
Scope of the procurement
Short description:
The National Treasury Management Agency requests proposals for appointment to a panel for the provision of transition management services for the National pensions reserve fund. Please see the RFP attached to this notice for further information.
Duration: 48 months Place of performance
Main site or place of performance: Dublin.
Legal, economic, financial and technical information
Contract execution
Other particular conditions: Please see RFP attached to this notice for further information.
Names and professional qualifications of the staff ✅
Procedure
Number of operators of the framework agreement: 3
Duration of the framework agreement in years: 4
Tender validity period: 6 months
Languages
Language: English 🗣️
Contracting authority
Contact
Contact point: Procurement Unit
E-mail: querytransitionmanager@ntma.ie 📧
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
E-mail: supremeandhighcourtoperations@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Source: OJS 2012/S 233-383333 (2012-11-29)
Contract award notice (2013-09-18)
Object
Scope of the procurement
Title: Pension investment services
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Contracting authority
Identity
Postal code: 2
Postal town: Dublin
Reference
Dates
Date dispatched: 2013-09-18 📅
Publication date: 2013-09-20 📅
Identifiers
Notice number: 2013/S 183-316235
Refers to notice: 2012/S 233-383333
OJ-S issue: 183
Additional information
Procedure
Award criteria
Criterion: 1. Strength of Organisation (15)
2. TM Business Model (30)
3. TM Competencies – Performance, Resources, Reporting and Systems (30)
4. Quality Control (10)
5. Execution Only Methodology (5)
6. Fees (10)
Award of contract
1️⃣
Date of contract conclusion: 2013-08-28 📅
Name: Russell Implementation Services Limited
Postal address: Rex House, 10 Regent Street
Postal town: London
Postal code: SW1Y 4PE
Country: United Kingdom 🇬🇧
2️⃣
Name: Blackrock Advisors (UK) Limited
Postal address: 12 Throgmorton Ave
Postal code: EC2N 2DL
3️⃣
Name: Citigroup Global Markets Limited
Postal address: Citigroup Centre, Canada Square, Canary Wharf
Postal code: E14 5LB
Information about tenders
Number of tenders received: 11
Complementary information
Review body
Postal town: Dublin
Postal code: 7
Source: OJS 2013/S 183-316235 (2013-09-18)
Object
Scope of the procurement
Title: Pension investment services
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Contracting authority
Identity
Postal code: 2
Postal town: Dublin
Reference
Dates
Date dispatched: 2013-09-18 📅
Publication date: 2013-09-20 📅
Identifiers
Notice number: 2013/S 183-316235
Refers to notice: 2012/S 233-383333
OJ-S issue: 183
Additional information
V: Award of contract
Lot No: 1, 2, 3
V.4) Information on value of contract:
Initial estimated total value of the contract:
Currency: EUR Excluding VAT.
Procedure
Award criteria
Criterion: 1. Strength of Organisation (15)
2. TM Business Model (30)
3. TM Competencies – Performance, Resources, Reporting and Systems (30)
4. Quality Control (10)
5. Execution Only Methodology (5)
6. Fees (10)
Award of contract
1️⃣
Date of contract conclusion: 2013-08-28 📅
Name: Russell Implementation Services Limited
Postal address: Rex House, 10 Regent Street
Postal town: London
Postal code: SW1Y 4PE
Country: United Kingdom 🇬🇧
2️⃣
Name: Blackrock Advisors (UK) Limited
Postal address: 12 Throgmorton Ave
Postal code: EC2N 2DL
3️⃣
Name: Citigroup Global Markets Limited
Postal address: Citigroup Centre, Canada Square, Canary Wharf
Postal code: E14 5LB
Information about tenders
Number of tenders received: 11
Complementary information
Review body
Postal town: Dublin
Postal code: 7
Source: OJS 2013/S 183-316235 (2013-09-18)
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