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).
DeadlineThe time limit for receipt of tenders was 2016-11-01. The procurement was published on 2016-09-27.
SuppliersThe following suppliers are mentioned in award decisions or other procurement documents:
- โข ERM Environmental Resources Management Ireland Limited
- โข Hermes Equity Ownership Services Limited
- โข Oekom Research AG
- โข Southpole Carbon Asset Management
- โข รire/Ireland
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:
Original language: English ๐ฃ๏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 ๐ฆ
Additional CPV: Investment banking services and related services ๐ฆ
Place of performance
NUTS region: รire/Ireland ๐๏ธ
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland ๐ฎ๐ช
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 ๐
E-mail: procurement@ntma.ie ๐ง
Phone: +353 12384000 ๐
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐
Reference
Dates
Date dispatched: 2016-09-27 ๐
Submission deadline: 2016-11-01 ๐
Publication date: 2016-10-01 ๐
Identifiers
Notice number: 2016/S 190-340726
OJ-S issue: 190
Additional information
Object
Scope of the procurement
Title of the lot: Portfolio Analytics
Lot number: 1
Short description: Portfolio Analytics.
Duration: 60 months
Description of renewals:
Additional information:
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 ๐ฃ๏ธ
Tender validity period: 6 months
Tender opening date: 2016-11-01 ๐
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 ๐
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland ๐ฎ๐ช
E-mail: highcourtcentraloffice@courts.ie ๐ง
Internet address: http://www.courts.ie ๐
Source: OJS 2016/S 190-340726 (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 ๐ฃ๏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 ๐ฆ
Additional CPV: Investment banking services and related services ๐ฆ
Place of performance
NUTS region: รire/Ireland ๐๏ธ
Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender
Contracting authority
Identity
Country: Ireland ๐ฎ๐ช
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 ๐
E-mail: procurement@ntma.ie ๐ง
Phone: +353 12384000 ๐
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐
Reference
Dates
Date dispatched: 2016-09-27 ๐
Submission deadline: 2016-11-01 ๐
Publication date: 2016-10-01 ๐
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.
Please see Request for Tenders attached to this notice
for information on this tender.
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 ๐ฃ๏ธ
Tender validity period: 6 months
Tender opening date: 2016-11-01 ๐
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 ๐
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=103455&B=ETENDERS_SIMPLE ๐
Complementary information
Review body
Name: High Court of Ireland
Postal address: Four Courts, Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland ๐ฎ๐ช
E-mail: highcourtcentraloffice@courts.ie ๐ง
Internet address: http://www.courts.ie ๐
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 ๐
Submission deadline: 2016-11-03 ๐
Publication date: 2016-10-29 ๐
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)
Object
Notice metadata
Document type: Additional information
Contracting authority
Identity
Postal town: Dublin 2
Reference
Dates
Date dispatched: 2016-10-24 ๐
Submission deadline: 2016-11-03 ๐
Publication date: 2016-10-29 ๐
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 ๐
Publication date: 2016-11-02 ๐
Identifiers
Notice number: 2016/S 211-384583
OJ-S issue: 211
Source: OJS 2016/S 211-384583 (2016-10-28)
Object
Scope of the procurement
Reference number: 2016PR077
Reference
Dates
Date dispatched: 2016-10-28 ๐
Publication date: 2016-11-02 ๐
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 ๐
Submission deadline: 2016-11-07 ๐
Publication date: 2016-11-03 ๐
Identifiers
Notice number: 2016/S 212-386458
OJ-S issue: 212
Source: OJS 2016/S 212-386458 (2016-11-01)
Reference
Dates
Date dispatched: 2016-11-01 ๐
Submission deadline: 2016-11-07 ๐
Publication date: 2016-11-03 ๐
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:
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2017-09-08 ๐
Publication date: 2017-09-12 ๐
Identifiers
Notice number: 2017/S 174-356833
OJ-S issue: 174
Additional information
Object
Scope of the procurement
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 ๐
2017-05-17 ๐
2017-06-08 ๐
Reference
Additional information
Source: OJS 2017/S 174-356833 (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 ๐ฐ
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Reference
Dates
Date dispatched: 2017-09-08 ๐
Publication date: 2017-09-12 ๐
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 ๐
2017-05-17 ๐
2017-06-08 ๐
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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