RFT for the provision of Sustainability and Responsible Investment Services

National Treasury Management Agency (NTMA)

Request for Tenders (RFT) for the provision of Sustainability and Responsible Investment Services to the National Treasury Management Agency (NTMA), as controller and manager of the Ireland Strategic Investment Fund (ISIF).

Deadline

The time limit for receipt of tenders was 2016-11-01. The procurement was published on 2016-09-27.

Suppliers

The following suppliers are mentioned in award decisions or other procurement documents:

Who? What? Where?
Procurement history
Date Document
2016-09-27 Contract notice
2016-10-24 Additional information
2016-10-28 Additional information
2016-11-01 Additional information
2017-09-08 Contract award notice
Contract notice (2016-09-27)
Object
Scope of the procurement
Title: Banking and investment services
Short description:
Request for Tenders (RFT) for the provision of Sustainability and Responsible Investment Services to the National Treasury Management Agency (NTMA), as controller and manager of the Ireland Strategic Investment Fund (ISIF).
Notice metadata
Original language: English ๐Ÿ—ฃ๏ธ
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Banking and investment services ๐Ÿ“ฆ
Additional CPV: Investment banking services and related services ๐Ÿ“ฆ
Place of performance
NUTS region: ร‰ire/Ireland ๐Ÿ™๏ธ

Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช
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 ๐ŸŒ
E-mail: procurement@ntma.ie ๐Ÿ“ง
Phone: +353 12384000 ๐Ÿ“ž
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐ŸŒ

Reference
Dates
Date dispatched: 2016-09-27 ๐Ÿ“…
Submission deadline: 2016-11-01 ๐Ÿ“…
Publication date: 2016-10-01 ๐Ÿ“…
Identifiers
Notice number: 2016/S 190-340726
OJ-S issue: 190
Additional information
Please see Request for Tenders attached to this notice for information on this tender.

Object
Scope of the procurement
Title of the lot: Portfolio Analytics
Lot number: 1
Short description: Portfolio Analytics.
Duration: 60 months
Description of renewals:
Please see Request for Tenders attached to this notice
for information on this tender.
Additional information:
Please see Request for Tenders attached to this notice
for information on this tender.
Title of the lot: Proxy Voting Services
Lot number: 2
Short description: Proxy Voting Services.
Title of the lot: Shareholder Engagement Services
Lot number: 3
Short description: Shareholder Engagement Services.
Title of the lot: ESG Framework
Lot number: 4
Short description: ESG Framework.
Place of performance
Main site or place of performance: Dublin 2.

Procedure
Time of receipt of tenders: 16:00
Languages in which tenders or requests to participate may be submitted: English ๐Ÿ—ฃ๏ธ
Tender validity period: 6 months
Tender opening date: 2016-11-01 ๐Ÿ“…
Tender opening time: 16:00

Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Procurement Unit
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/1163 ๐ŸŒ
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐ŸŒ

Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช
E-mail: highcourtcentraloffice@courts.ie ๐Ÿ“ง
Internet address: http://www.courts.ie ๐ŸŒ
Source: OJS 2016/S 190-340726 (2016-09-27)
Additional information (2016-10-24)
Object
Notice metadata
Document type: Additional information

Contracting authority
Identity
Postal town: Dublin 2

Reference
Dates
Date dispatched: 2016-10-24 ๐Ÿ“…
Submission deadline: 2016-11-03 ๐Ÿ“…
Publication date: 2016-10-29 ๐Ÿ“…
Identifiers
Notice number: 2016/S 210-381927
Refers to notice: 2016/S 190-340726
OJ-S issue: 210
Source: OJS 2016/S 210-381927 (2016-10-24)
Additional information (2016-10-28)
Object
Scope of the procurement
Reference number: 2016PR077

Reference
Dates
Date dispatched: 2016-10-28 ๐Ÿ“…
Publication date: 2016-11-02 ๐Ÿ“…
Identifiers
Notice number: 2016/S 211-384583
OJ-S issue: 211
Source: OJS 2016/S 211-384583 (2016-10-28)
Additional information (2016-11-01)
Reference
Dates
Date dispatched: 2016-11-01 ๐Ÿ“…
Submission deadline: 2016-11-07 ๐Ÿ“…
Publication date: 2016-11-03 ๐Ÿ“…
Identifiers
Notice number: 2016/S 212-386458
OJ-S issue: 212
Source: OJS 2016/S 212-386458 (2016-11-01)
Contract award notice (2017-09-08)
Object
Scope of the procurement
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.
Total value of the procurement: 1 020 000 EUR ๐Ÿ’ฐ
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Reference
Dates
Date dispatched: 2017-09-08 ๐Ÿ“…
Publication date: 2017-09-12 ๐Ÿ“…
Identifiers
Notice number: 2017/S 174-356833
OJ-S issue: 174
Additional information
Please see Request for Tenders attached to this notice for information on this tender.

Object
Scope of the procurement
Please see Request for Tenders attached to this notice for information on this tender.

Procedure
Award criteria
Quality criterion (name): Understanding of the Services
Quality criterion (weighting): 25
Quality criterion (name): Execution Methodology
Quality criterion (weighting): 30
Quality criterion (name): Proposed Team
Quality criterion (weighting): 20
Cost criterion: Fees
Cost weighting: 25
Quality criterion (weighting): 40
Cost weighting: 20

Award of contract
Date of contract conclusion: 2017-06-15 ๐Ÿ“…
2017-05-17 ๐Ÿ“…
2017-06-08 ๐Ÿ“…

Reference
Additional information
The contract values stated in this notice refer only to the performance of services during the initial contract period of 5 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.
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Source: OJS 2017/S 174-356833 (2017-09-08)