2024PR043 IMPQQ for the provision of sustainability and responsible investment services to the National Treasury Management Agency (NTMA) for funds controlled and managed by the NTMA

The National Treasury Management Agency ("NTMA") is seeking expressions of interest for the provision of sustainability and responsible investment services, for funds controlled and managed by the NTMA. Please see the Information Memorandum and Pre-qualification Questionnaire (IMPQQ) attached to this notice for further information. The National Treasury Management Agency ("NTMA") …

CPV: 66100000 Banking and investment services, 66120000 Investment banking services and related services
Place of execution:
2024PR043 IMPQQ for the provision of sustainability and responsible investment services to the National Treasury Management Agency (NTMA) for funds controlled and managed by the NTMA
Awarding body:
National Treasury Management Agency (NTMA)
Award number:
2024PR043

1. Buyer

1.1 Buyer

Official name : National Treasury Management Agency (NTMA)
Legal type of the buyer : Body governed by public law
Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : 2024PR043 IMPQQ for the provision of sustainability and responsible investment services to the National Treasury Management Agency (NTMA) for funds controlled and managed by the NTMA
Description : The National Treasury Management Agency ("NTMA") is seeking expressions of interest for the provision of sustainability and responsible investment services, for funds controlled and managed by the NTMA. Please see the Information Memorandum and Pre-qualification Questionnaire (IMPQQ) attached to this notice for further information.
Procedure identifier : 1e310125-fd95-4dd9-8fcb-d9a6190f6159
Previous notice : 3745686f-9749-4ba0-9928-521b76d79403-01
Internal identifier : 2024PR043
Type of procedure : Competitive dialogue

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66100000 Banking and investment services
Additional classification ( cpv ): 66120000 Investment banking services and related services

2.1.2 Place of performance

Country : Ireland
Anywhere in the given country

2.1.4 General information

Legal basis :
Directive 2014/24/EU

5. Lot

5.1 Lot technical ID : LOT-0001

Title : Lot 1 - Portfolio Analytics
Description : The National Treasury Management Agency ("NTMA") is seeking expressions of interest for the provision of sustainability and responsible investment services, for funds controlled and managed by the NTMA. Please see the Information Memorandum and Pre-qualification Questionnaire (IMPQQ) attached to this notice for further information.
Internal identifier : 1

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66100000 Banking and investment services
Additional classification ( cpv ): 66120000 Investment banking services and related services

5.1.2 Place of performance

Country : Ireland
Anywhere in the given country
Additional information :

5.1.3 Estimated duration

Duration : 84 Month

5.1.6 General information

Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes
Additional information : The contract award value is the NTMA's best estimate of the anticipated total value of the services to be awarded under this procurement, noting the actual contract value will be based on services utilised in line with the provisions of the tender documentation and therefore the total value of the contract may be lower, or indeed higher than the estimate.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.10 Award criteria

Criterion :
Type : Quality
Description : Proposed Solution
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 40
Criterion :
Type : Quality
Description : Implementation and Onboarding Methodology
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 10
Criterion :
Type : Quality
Description : Proposed Team
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 20
Criterion :
Type : Price
Description : Fees
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 30

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland
Organisation providing offline access to the procurement documents : National Treasury Management Agency (NTMA)
Organisation providing more information on the review procedures : The High Court of Ireland
Organisation executing the payment : National Treasury Management Agency (NTMA)

5.1 Lot technical ID : LOT-0002

Title : Lot 2 - Proxy Voting and Shareholder Engagement Services
Description : The National Treasury Management Agency ("NTMA") is seeking expressions of interest for the provision of sustainability and responsible investment services, for funds controlled and managed by the NTMA. Please see the Information Memorandum and Pre-qualification Questionnaire (IMPQQ) attached to this notice for further information.
Internal identifier : 2

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66100000 Banking and investment services
Additional classification ( cpv ): 66120000 Investment banking services and related services

5.1.2 Place of performance

Country : Ireland
Anywhere in the given country
Additional information :

5.1.3 Estimated duration

Duration : 84 Month

5.1.6 General information

Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes
Additional information : The contract award value is the NTMA's best estimate of the anticipated total value of the services to be awarded under this procurement, noting the actual contract value will be based on services utilised in line with the provisions of the tender documentation and therefore the total value of the contract may be lower, or indeed higher than the estimate.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.10 Award criteria

Criterion :
Type : Quality
Description : Approach and Methodolgy
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 30
Criterion :
Type : Quality
Description : Technical Solution
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 10
Criterion :
Type : Quality
Description : Proposed Team
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 30
Criterion :
Type : Price
Description : Fees
Category of award threshold criterion : Weight (points, exact)
Award criterion number : 30

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland
Organisation providing offline access to the procurement documents : National Treasury Management Agency (NTMA)
Organisation providing more information on the review procedures : The High Court of Ireland
Organisation executing the payment : National Treasury Management Agency (NTMA)

6. Results

Value of all contracts awarded in this notice : 3 923 300 Euro

6.1 Result lot ldentifier : LOT-0001

At least one winner was chosen.

6.1.2 Information about winners

Winner :
Official name : ISS STOXX
Tender :
Tender identifier : 000084133
Identifier of lot or group of lots : LOT-0001
Value of the tender : 2 398 500 Euro
Subcontracting : No
Contract information :
Identifier of the contract : 420701
Date of the conclusion of the contract : 10/06/2025

6.1.4 Statistical information

Received tenders or requests to participate :
Type of received submissions : Requests to participate
Number of tenders or requests to participate received : 4
Type of received submissions : Tenders submitted electronically
Number of tenders or requests to participate received : 3

6.1 Result lot ldentifier : LOT-0002

At least one winner was chosen.

6.1.2 Information about winners

Winner :
Official name : Federated Hermes Limited (FHL)
Tender :
Tender identifier : 000084237
Identifier of lot or group of lots : LOT-0002
Value of the tender : 1 524 800 Euro
Subcontracting : No
Contract information :
Identifier of the contract : 420702
Date of the conclusion of the contract : 26/03/2025

6.1.4 Statistical information

Received tenders or requests to participate :
Type of received submissions : Requests to participate
Number of tenders or requests to participate received : 4
Type of received submissions : Tenders submitted electronically
Number of tenders or requests to participate received : 3

8. Organisations

8.1 ORG-0001

Official name : National Treasury Management Agency (NTMA)
Registration number : 549300KXBEJAOJ9OVF93
Town : Dublin
Postcode : D01A9T8
Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Telephone : +353 (0) 1 2384000
Internet address : https://www.ntma.ie
Buyer profile : https://www.ntma.ie
Roles of this organisation :
Buyer
Organisation providing offline access to the procurement documents
Organisation executing the payment

8.1 ORG-0002

Official name : ISS STOXX
Registration number : 00463951
Postal address : 1 London Bridge
Town : London
Postcode : SE1 9BG
Country subdivision (NUTS) : Camden and City of London ( UKI31 )
Country : United Kingdom
Roles of this organisation :
Tenderer
Winner of these lots : LOT-0001

8.1 ORG-0003

Official name : Federated Hermes Limited (FHL)
Registration number : Companies House: 01661776
Postal address : 150 Cheapside
Town : London
Postcode : EC2V 6ET
Country subdivision (NUTS) : Camden and City of London ( UKI31 )
Country : United Kingdom
Internet address : www.hermes-investment.com
Roles of this organisation :
Tenderer
Winner of these lots : LOT-0002

8.1 ORG-0004

Official name : The High Court of Ireland
Registration number : The High Court of Ireland
Department : The High Court of Ireland
Postal address : Four Courts, Inns Quay, Dublin 7
Town : Dublin
Postcode : D07 WDX8
Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Telephone : +353 1 8886000
Roles of this organisation :
Review organisation
Organisation providing more information on the review procedures

8.1 ORG-0005

Official name : European Dynamics S.A.
Registration number : 002024901000
Department : European Dynamics S.A.
Town : Athens
Postcode : 15125
Country subdivision (NUTS) : Βόρειος Τομέας Αθηνών ( EL301 )
Country : Greece
Telephone : +30 2108094500
Roles of this organisation :
TED eSender

11. Notice information

11.1 Notice information

Notice identifier/version : 56bf0df9-9074-492a-a35f-f872ba75e71d - 01
Form type : Result
Notice type : Contract or concession award notice – standard regime
Notice dispatch date : 30/06/2025 15:37 +01:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00427934-2025
OJ S issue number : 124/2025
Publication date : 02/07/2025