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Services - 248435-2015

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15/07/2015    S134

United Kingdom-Bristol: Portfolio management services

2015/S 134-248435

Contract award notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Official name: Environment Agency
Postal address: Head Office Procurement, Deanery Road
Town: Bristol
Postal code: BS1 5AH
Country: United Kingdom
For the attention of: Miss Sara Bushnell
E-mail: sara.bushnell@environment-agency.gov.uk
Telephone: +44 7810815451

Internet address(es):

General address of the contracting authority: http://www.environment-agency.gov.uk

I.2)Type of the contracting authority
National or federal agency/office
I.3)Main activity
Environment
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract
Pension Fund Investment Management — Sustainable Equities.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services

NUTS code UK UNITED KINGDOM

II.1.3)Information about a framework agreement or a dynamic purchasing system (DPS)
II.1.4)Short description of the contract or purchase(s)
This is an Award Notice — not a new opportunity. This contract is to identify leading investment managers capable of managing a portfolio of listed equities on a long term, sustainable basis including the ability to integrate environmental, social and governance (ESG) considerations broadly into the portfolio and to take a long term, strategic approach to sustainability. Organisations wishing to pursue this opportunity should register on the e-Sourcing Portal (Pro-Contract), express an interest in this opportunity and complete the required information. Please see the attached supplier selection criteria — information and questionnaire document for further information.
II.1.5)Common procurement vocabulary (CPV)

66140000 Portfolio management services, 66522000 Group pension services, 75320000 Government employee pension schemes

II.1.6)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
II.2)Total final value of contract(s)
II.2.1)Total final value of contract(s)
Excluding VAT

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
Accelerated restricted
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of
1. Team and resources. Weighting 10
2. Investment process. Weighting 20
3. Product quality and suitability. Weighting 7
4. Portfolio construction. Weighting 10
5. Governance and transparency. Weighting 15
6. Stability and commitment. Weighting 8
7. Fit and compatibility. Weighting 5
8. Investment performance. Weighting 10
9. Fees. Weighting 15
IV.2.2)Information about electronic auction
An electronic auction has been used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority
9EVDVL
IV.3.2)Previous publication(s) concerning the same contract

Contract notice

Notice number in the OJEU: 2014/S 168-299340 of 3.9.2014

Section V: Award of contract

Contract No: 9EVDVL Lot No: 0 - Lot title: Pension Fund Investment Management — Sustainable Equities
V.1)Date of contract award decision:
24.2.2015
V.2)Information about offers
Number of offers received: 12
Number of offers received by electronic means: 12
V.3)Name and address of economic operator in favour of whom the contract award decision has been taken

Official name: Union Investment
Postal address: Baseler Strasse 10
Town: Frankfurt
Postal code: 60329
Country: United Kingdom
E-mail: melanie.gerlich@union-investment.de

V.4)Information on value of contract
Initial estimated total value of the contract:
Value: 0 GBP
Excluding VAT
Total final value of the contract:
Value: 500 000 GBP
Excluding VAT
If annual or monthly value:
Number of years: 0
V.5)Information about subcontracting
Contract No: 9EVDVL Lot No: 0 - Lot title: Pension Fund Investment Management — Sustainable Equities
V.1)Date of contract award decision:
24.2.2015
V.2)Information about offers
Number of offers received: 12
Number of offers received by electronic means: 12
V.3)Name and address of economic operator in favour of whom the contract award decision has been taken

Official name: Hermes Investment Management
Postal address: Lloyds Chambers, 1 Portsoken Street
Town: London
Postal code: E1 8HZ
Country: United Kingdom
E-mail: aimee.stoffel@hermes-investment.com

V.4)Information on value of contract
Initial estimated total value of the contract:
Value: 0 GBP
Excluding VAT
Total final value of the contract:
Value: 0 GBP
Excluding VAT
If annual or monthly value:
Number of years: 0
V.5)Information about subcontracting
Contract No: 9EVDVL Lot No: 0 - Lot title: Pension Fund Investment Management — Sustainable Equities
V.1)Date of contract award decision:
24.2.2015
V.2)Information about offers
Number of offers received: 12
Number of offers received by electronic means: 12
V.3)Name and address of economic operator in favour of whom the contract award decision has been taken

Official name: NGAM UK Ltd
Postal address: Cannon Bridge House, 25 Dowgate Hill
Town: London
Postal code: EC4R 2YA
Country: United Kingdom
E-mail: will.fox-robinson@ngam.natixis

V.4)Information on value of contract
Initial estimated total value of the contract:
Value: 0 GBP
Excluding VAT
Total final value of the contract:
Value: 0 GBP
Excluding VAT
If annual or monthly value:
Number of years: 0
V.5)Information about subcontracting

Section VI: Complementary information

VI.1)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.2)Additional information:
This contract has been awarded to
VI.3)Procedures for appeal
VI.3.1)Body responsible for appeal procedures
VI.3.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: The Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harm doer are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
VI.3.3)Service from which information about the lodging of appeals may be obtained
VI.4)Date of dispatch of this notice:
10.7.2015