Request for Tenders (RFT) for the provision of Global Portfolio Transition Strategy and Management services to the NTMA as controller and manager of the Ireland Strategic Investment Fund (ISIF)
National Treasury Management Agency (NTMA)
Request for Tenders (RFT) for the provision of Global Portfolio Transition Strategy and Management services to the National Treasury Management Agency (NTMA) as controller and manager of the Ireland Strategic Investment Fund (ISIF). Please see the RFT attached to this notice for further information.
DeadlineThe time limit for receipt of tenders was 2015-08-27. The procurement was published on 2015-07-17.
SuppliersThe following suppliers are mentioned in award decisions or other procurement documents:
- • Amundi
- • AQR Capital Management Europe LLP
- • Blackrock Investment Management
- • Goldman Sachs Asset Management
- • Irish Life Investment Managers
- • JP Morgan Asset Management
- • Muzinich & Co.
- • The Blackstone Group
- • Portfolio management services › Pension fund management services
- • Security brokerage services › Pension investment services
Procurement history
| Date | Document |
|---|---|
| 2015-07-17 | Contract notice |
| 2016-10-17 | Contract award notice |
Contract notice (2015-07-17)
Object
Scope of the procurement
Title: Portfolio management services
Quantity or scope: Please see the RFT attached to this notice for further information.
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: Portfolio management 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 code: 2
Postal town: Dublin
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 16640800 📞
Reference
Dates
Date dispatched: 2015-07-17 📅
Submission deadline: 2015-08-27 📅
Publication date: 2015-07-22 📅
Identifiers
Notice number: 2015/S 139-256778
OJ-S issue: 139
Object
Scope of the procurement
Short description:
Place of performance
Main site or place of performance: Dublin 2.
Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity: Please see the RFT attached to this notice for further information.
Economic and financial standing: Please see the RFT attached to this notice for further information.
Minimum level(s) of standards: Please see the RFT attached to this notice for further information.
Technical and professional ability: Please see the RFT attached to this notice for further information.
Contract execution
Deposits and guarantees required: Please see the RFT attached to this notice for further information.
Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them: Please see the RFT attached to this notice for further information.
Legal form to be taken by the group of economic operators to whom the contract is to be awarded: Please see the RFT attached to this notice for further information.
Procedure
Tender validity period: 006 months
Languages
Language: English 🗣️
Contracting authority
Contact
Contact point: Procurement Unit
Address of the buyer profile: http://irl.eu-supply.com/ctm/Supplier/CompanyInformation/Index/1163 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=91208&B=ETENDERS_SIMPLE 🌏
Name: National Treasury Management Agency (NTMA)
E-mail: querygpts2015@ntma.ie 📧
URL for documents: http://www.etenders.gov.ie 🌏
: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=91208&B=ETENDERS_SIMPLE 🌏
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Source: OJS 2015/S 139-256778 (2015-07-17)
Object
Scope of the procurement
Title: Portfolio management services
Quantity or scope: Please see the RFT attached to this notice for further information.
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: Portfolio management 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 code: 2
Postal town: Dublin
Contact
Internet address: http://www.ntma.ie 🌏
E-mail: procurement@ntma.ie 📧
Phone: +353 16640800 📞
Reference
Dates
Date dispatched: 2015-07-17 📅
Submission deadline: 2015-08-27 📅
Publication date: 2015-07-22 📅
Identifiers
Notice number: 2015/S 139-256778
OJ-S issue: 139
Object
Scope of the procurement
Short description:
Request for Tenders (RFT) for the provision of Global Portfolio Transition Strategy and Management services to the National Treasury Management Agency (NTMA) as controller and manager of the Ireland Strategic Investment Fund (ISIF). Please see the RFT attached to this notice for further information.
Show more
Main site or place of performance: Dublin 2.
Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity: Please see the RFT attached to this notice for further information.
Economic and financial standing: Please see the RFT attached to this notice for further information.
Minimum level(s) of standards: Please see the RFT attached to this notice for further information.
Technical and professional ability: Please see the RFT attached to this notice for further information.
Contract execution
Deposits and guarantees required: Please see the RFT attached to this notice for further information.
Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them: Please see the RFT attached to this notice for further information.
Legal form to be taken by the group of economic operators to whom the contract is to be awarded: Please see the RFT attached to this notice for further information.
Procedure
Tender validity period: 006 months
Languages
Language: English 🗣️
Contracting authority
Contact
Contact point: Procurement Unit
Address of the buyer profile: http://irl.eu-supply.com/ctm/Supplier/CompanyInformation/Index/1163 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=91208&B=ETENDERS_SIMPLE 🌏
Name: National Treasury Management Agency (NTMA)
E-mail: querygpts2015@ntma.ie 📧
URL for documents: http://www.etenders.gov.ie 🌏
: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=91208&B=ETENDERS_SIMPLE 🌏
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Source: OJS 2015/S 139-256778 (2015-07-17)
Contract award notice (2016-10-17)
Object
Scope of the procurement
Short description:
Total value of the procurement: 56 800 000 EUR 💰
Notice metadata
Document type: Contract award notice
Common procurement vocabulary (CPV)
Additional CPV: Pension investment services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2016-10-17 📅
Publication date: 2016-10-19 📅
Identifiers
Notice number: 2016/S 202-365367
Refers to notice: 2015/S 139-256778
OJ-S issue: 202
Additional information
Object
Scope of the procurement
Lot number: 1
Short description:
Additional information:
Short description:
Procedure
Award criteria
Quality criterion (name): Personnel
Quality criterion (weighting): 10
Quality criterion (name): Investment strategy
Quality criterion (weighting): 35
Quality criterion (name): Advisor role
Quality criterion (weighting): 27
Quality criterion (name): Investment and operational processes
Quality criterion (weighting): 20
Cost criterion: Fees
Cost weighting: 8
Quality criterion (weighting): 15
45
Quality criterion (name): Historical performance
Cost weighting: 10
Award of contract
Date of contract conclusion: 2016-07-08 📅
2016-07-25 📅
Contracting authority
Identity
National registration number: N/a
Reference
Additional information
Source: OJS 2016/S 202-365367 (2016-10-17)
Object
Scope of the procurement
Short description:
The National Treasury Management Agency (NTMA) sought proposals for the provision of Global Portfolio Transition Strategy and Management services to the NTMA as controller and manager of the Ireland Strategic Investment Fund (ISIF). Please see the contract award notice attached to this notice for details of the firms appointed in respect of lots 1 and 2.
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Notice metadata
Document type: Contract award notice
Common procurement vocabulary (CPV)
Additional CPV: Pension investment services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2016-10-17 📅
Publication date: 2016-10-19 📅
Identifiers
Notice number: 2016/S 202-365367
Refers to notice: 2015/S 139-256778
OJ-S issue: 202
Additional information
Fees payable under each contract are linked to the performance of the investment, and therefore the amounts stated in this notice are approximate only.
Object
Scope of the procurement
Lot number: 1
Short description:
The National Treasury Management Agency (NTMA) sought proposals for the provision of Global Portfolio Transition Strategy and Management services to the NTMA as controller and manager of the Ireland Strategic Investment Fund (ISIF) in respect of Lot 1.
Show more
Fees payable under each contract are linked to the performance of the investment, and therefore the amounts stated in this notice are approximate only.
Lot number: 2
Short description:
The National Treasury Management Agency (NTMA) sought proposals for the provision of Global Portfolio Transition Strategy and Management services to the NTMA as controller and manager of the Ireland Strategic Investment Fund (ISIF) in respect of Lot 2.
Show more
Procedure
Award criteria
Quality criterion (name): Personnel
Quality criterion (weighting): 10
Quality criterion (name): Investment strategy
Quality criterion (weighting): 35
Quality criterion (name): Advisor role
Quality criterion (weighting): 27
Quality criterion (name): Investment and operational processes
Quality criterion (weighting): 20
Cost criterion: Fees
Cost weighting: 8
Quality criterion (weighting): 15
45
Quality criterion (name): Historical performance
Cost weighting: 10
Award of contract
Date of contract conclusion: 2016-07-08 📅
2016-07-25 📅
Contracting authority
Identity
National registration number: N/a
Reference
Additional information
Separate contracts were awarded to each firm named in V.2.3). The individual contract award dates per firm are as follows:
Lot 1: Goldman Sachs Asset Management — 24.5.2016, JP Morgan Asset Management — 8.7.2016, Irish Life Investment Managers — 26.5.2016.
Lot 2: Amundi — 19.1.2016, AQR Capital Management Europe LLP — 25.7.2016, Blackrock Investment Management — 25.5.2016, Muzinich & Co. — 7.1.2016, The Blackstone Group — 27.6.2016.
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