Awarding of a financial consultancy services mandate

The purpose of this tender is the provision of financial consultancy services on behalf of Fonds de compensation commun au régime général de pension (the FDC) and its umbrella investment company with variable capital – specialised investment fund (set up in accordance with the amended law of 13 February 2007 …

CPV: 66171000 Financial consultancy services
Place of execution:
Awarding of a financial consultancy services mandate
Awarding body:
Fonds de compensation commun au régime général de pension
Award number:
2401154

1. Buyer

1.1 Buyer

Official name : Fonds de compensation commun au régime général de pension
Legal type of the buyer : Body governed by public law
Activity of the contracting authority : Social protection

2. Procedure

2.1 Procedure

Title : Awarding of a financial consultancy services mandate
Description : The purpose of this tender is the provision of financial consultancy services on behalf of Fonds de compensation commun au régime général de pension (the FDC) and its umbrella investment company with variable capital – specialised investment fund (set up in accordance with the amended law of 13 February 2007 on specialised investment funds) being the Fonds de Compensation de la Sécurité Sociale, SICAV-FIS (the SICAV). More precisely, the tender is related to financial consultancy services for the following services: investment strategy review, advise and support on tenders for the selection of financial service providers as well as investment controlling and consulting. The term of the mandate shall be three (3) consecutive years with the possibility of renewal from year to year except in the event of early termination by the FDC and/or the SICAV or the awarded tenderer by means of a three months’ notice. The maximum duration of the mandate shall be ten (10) years. Proposals will be selected on the basis of the economically most advantageous proposal. The detailed selection and evaluation criteria of proposals, the main stages of this tender as well as any other terms and conditions relating to this tender are specified in the Tendering Procedure and Guidelines, which can be downloaded from the Luxembourgish public procurement portal ( www.marches-publics.lu).
Procedure identifier : ed412324-5b7c-4e8e-8a41-1bc08e955d22
Previous notice : 335709-2024
Internal identifier : 2401154
Type of procedure : Open
The procedure is accelerated : no
Justification for the accelerated procedure :
Main features of the procedure :

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66171000 Financial consultancy services

2.1.4 General information

Legal basis :
Directive 2014/24/EU

5. Lot

5.1 Lot technical ID : LOT-0001

Title : Awarding of a financial consultancy services mandate
Description : The purpose of this tender is the provision of financial consultancy services on behalf of Fonds de compensation commun au régime général de pension (the FDC) and its umbrella investment company with variable capital – specialised investment fund (set up in accordance with the amended law of 13 February 2007 on specialised investment funds) being the Fonds de Compensation de la Sécurité Sociale, SICAV-FIS (the SICAV). More precisely, the tender is related to financial consultancy services for the following services: investment strategy review, advise and support on tenders for the selection of financial service providers as well as investment controlling and consulting. The term of the mandate shall be three (3) consecutive years with the possibility of renewal from year to year except in the event of early termination by the FDC and/or the SICAV or the awarded tenderer by means of a three months’ notice. The maximum duration of the mandate shall be ten (10) years. Proposals will be selected on the basis of the economically most advantageous proposal. The detailed selection and evaluation criteria of proposals, the main stages of this tender as well as any other terms and conditions relating to this tender are specified in the Tendering Procedure and Guidelines, which can be downloaded from the Luxembourgish public procurement portal ( www.marches-publics.lu).
Internal identifier : 01

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66171000 Financial consultancy services

5.1.6 General information

Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes
Information about previous notices :
Identifier of the previous notice : 4987e963-e359-48f4-b025-5562206ab1d3-01
Identifier of the part of the previous notice : 01

5.1.10 Award criteria

Criterion :
Type : Price
Name :
Description : Fees
Weight (percentage, exact) : 20
Criterion :
Type : Quality
Name :
Description : Tenderers experience, expertise and resources
Weight (percentage, exact) : 20
Criterion :
Type : Quality
Name :
Description : Overall advisory and consulting services
Weight (percentage, exact) : 60
Description of the method to be used if weighting cannot be expressed by criteria :
Justification for not indicating the weighting of the award criteria :

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 : Juridictions administratives
Organisation providing additional information about the procurement procedure : Fonds de compensation commun au régime général de pension
Organisation providing offline access to the procurement documents : Fonds de compensation commun au régime général de pension
Organisation signing the contract : Fonds de compensation commun au régime général de pension

6. Results

Value of all contracts awarded in this notice : 365 000 Euro

6.1 Result lot ldentifier : LOT-0001

At least one winner was chosen.

6.1.2 Information about winners

Winner :
Name of the tendering party : PPCmetrics AG
Official name : PPCmetrics AG
Tender :
Tender identifier : EL1
Identifier of lot or group of lots : LOT-0001
Contract information :
Identifier of the contract : OJ S 109/2024
Date on which the winner was chosen : 26/09/2024
Date of the conclusion of the contract : 25/10/2024
The contract is awarded within a framework agreement : no
Organisation signing the contract : Fonds de compensation commun au régime général de pension

6.1.3 Non-winning tenderers :

Tenderer :
Leader of tendering party : Mercer Global Investments Europe LTD
Official name :
Tenderer :
Leader of tendering party : Lane Clark & Peacock LLP
Official name :

8. Organisations

8.1 ORG-0001

Official name : Fonds de compensation commun au régime général de pension
Registration number : J31
Postal address : 34-40, avenue de la Porte-Neuve
Town : Luxembourg
Postcode : 2227
Country : Luxembourg
Contact point : Fonds de compensation
Telephone : +352 26 20 34 83
Fax : +352 46 25 66
Roles of this organisation :
Buyer
Organisation providing additional information about the procurement procedure
Organisation providing offline access to the procurement documents
Organisation signing the contract

8.1 ORG-0002

Official name : Juridictions administratives
Registration number : JURAD
Postal address : 1, rue du Fort Thüngen
Town : Luxembourg
Postcode : 1499
Country : Luxembourg
Contact point : Tribunal administratif - greffe
Telephone : 42105-1
Roles of this organisation :
Review organisation

8.1 ORG-0003

Official name : PPCmetrics AG
Registration number : CHE-106.802.932
Town : Zürich
Country subdivision (NUTS) : Zürich ( CH040 )
Country : Switzerland
Telephone : 0041 44 204 31 11
Roles of this organisation :
Tenderer
Group leader
Winner of these lots : LOT-0001

8.1 ORG-0004

Official name : Mercer Global Investments Europe LTD
Registration number : 748042
Town : Dublin
Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Telephone : 00353 1 411 8559
Roles of this organisation :
Tenderer
Group leader

8.1 ORG-0005

Official name : Lane Clark & Peacock LLP
Registration number : OC301436
Town : London
Country subdivision (NUTS) : Camden and City of London ( UKI31 )
Country : United Kingdom
Telephone : 0044 20 7439 2266
Roles of this organisation :
Tenderer
Group leader

11. Notice information

11.1 Notice information

Notice identifier/version : 4987e963-e359-48f4-b025-5562206ab1d3 - 02
Form type : Result
Notice type : Contract or concession award notice – standard regime
Notice dispatch date : 12/11/2024 12:48 +01:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00697645-2024
OJ S issue number : 223/2024
Publication date : 15/11/2024