Engagement services for AP7

AP7 is in the process of tendering engagement services as complement and support to its own engagement and wider stewardship activities. The purpose of the assignment is to deliver sustainability engagement services toward companies/issuers in close collaboration with AP7. AP7 is in the process of tendering engagement services as complement …

CPV: 79400000 Servicios de consultoría comercial y de gestión y servicios afines, 66150000 Servicios de administración de los mercados financieros, 79000000 Servicios a empresas: legislación, mercadotecnia, asesoría, selección de personal, imprenta y seguridad, 79410000 Servicios de consultoría comercial y en gestión, 79412000 Servicios de consultoría en gestión financiera
Plazo:
31 de octubre de 2024 a las 22:59
Tipo de plazo:
Presentación de una oferta
Lugar de ejecución:
Engagement services for AP7
Organismo adjudicador:
Sjunde AP-Fonden
Número de premio:
Dnr 2024/82

1. Buyer

1.1 Buyer

Official name : Sjunde AP-Fonden
Legal type of the buyer : Regional authority
Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : Engagement services for AP7
Description : AP7 is in the process of tendering engagement services as complement and support to its own engagement and wider stewardship activities. The purpose of the assignment is to deliver sustainability engagement services toward companies/issuers in close collaboration with AP7.
Procedure identifier : 3635bcc6-3d1a-45c0-aada-9831885c1eff
Internal identifier : Dnr 2024/82
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 ): 79400000 Business and management consultancy and related services
Additional classification ( cpv ): 66150000 Financial markets administration services
Additional classification ( cpv ): 79000000 Business services: law, marketing, consulting, recruitment, printing and security
Additional classification ( cpv ): 79410000 Business and management consultancy services
Additional classification ( cpv ): 79412000 Financial management consultancy services

2.1.2 Place of performance

Anywhere

2.1.3 Value

Estimated value excluding VAT : 4 000 000 Swedish krona

2.1.4 General information

Legal basis :
Directive 2014/24/EU

2.1.6 Grounds for exclusion

Analogous situation like bankruptcy under national law : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Bankruptcy : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Corruption : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).
Arrangement with creditors : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Participation in a criminal organisation : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).
Agreements with other economic operators aimed at distorting competition : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Breaching of obligations in the fields of environmental law : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Money laundering or terrorist financing : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).
Fraud : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).
Child labour and other forms of trafficking in human beings : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).
Insolvency : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Breaching of obligations in the fields of labour law : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Assets being administered by liquidator : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Guilty of misrepresentation, withheld information, unable to provide required documents and obtained confidential information of this procedure : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Conflict of interest due to its participation in the procurement procedure : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Direct or indirect involvement in the preparation of this procurement procedure : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Guilty of grave professional misconduct : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Early termination, damages or other comparable sanctions : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Breaching of obligations in the fields of social law : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Payment of social security contributions : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 2 § LOU (The Swedish public procurement act (2016:1145).
Business activities are suspended : AP7 may exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 3 § LOU (The Swedish public procurement act (2016:1145).
Payment of taxes : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer is subject to an offence listed in the 13 Chapter 2 § LOU (The Swedish public procurement act (2016:1145).
Terrorist offences or offences linked to terrorist activities : AP7 will exclude the Tenderer from participating in the Procurement if the Tenderer has been found guilty, in a final legal judgement, to committing an offence listed in the 13 Chapter 1 § LOU (The Swedish public procurement act (2016:1145).

5. Lot

5.1 Lot technical ID : LOT-0000

Title : Engagement services for AP7
Description : AP7 is in the process of tendering engagement services as complement and support to its own engagement and wider stewardship activities. The purpose of the assignment is to deliver sustainability engagement services toward companies/issuers in close collaboration with AP7.
Internal identifier : Dnr 2024/82

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 79400000 Business and management consultancy and related services
Additional classification ( cpv ): 66150000 Financial markets administration services
Additional classification ( cpv ): 79000000 Business services: law, marketing, consulting, recruitment, printing and security
Additional classification ( cpv ): 79410000 Business and management consultancy services
Additional classification ( cpv ): 79412000 Financial management consultancy services

5.1.2 Place of performance

Anywhere
Additional information :

5.1.3 Estimated duration

Duration : 48 Month

5.1.4 Renewal

Maximum renewals : 4
The buyer reserves the right for additional purchases from the contractor, as described here : 6 months

5.1.5 Value

Estimated value excluding VAT : 4 000 000 Swedish krona

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : no

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.9 Selection criteria

Criterion :
Type : Economic and financial standing
Use of this criterion : Not used
Criterion :
Type : Suitability to pursue the professional activity
Name : Authorization to pursue professional activities
Description : The Tenderer must be registered in a company, trade or association register or equivalent trade and professional register kept in the State where the Tenderer’s business is established, as specified in Annex XI to Directive 2014/24/EU.
Use of this criterion : Used
Criterion :
Type : Suitability to pursue the professional activity
Name : Prohibition to award public contracts due to EU sanctions
Description : In accordance with the Council regulation (EU) 2022/576 of 8 April 2022 amending Regulation (EU) No 833/2014 concerning restrictive measures in view of Russia’s actions destabilising the situation in Ukraine, it is prohibited to award or continue the execution of any public contract falling within the scope of the public procurement directives
Use of this criterion : Used
Criterion :
Type : Technical and professional ability
Name : Experience
Description : The Tenderer shall be an established firm with at least 3 years documented experience in providing engagement services for the financial services industry
Use of this criterion : Used
Criterion :
Type : Technical and professional ability
Name : Lead consultant
Description : The Tenderer shall be able to provide at least one (1) lead consultant who will be responsible for the engagement services.
Use of this criterion : Used

5.1.11 Procurement documents

Address of the procurement documents : https://tendsign.com/doc.aspx?MeFormsNoticeId=30620

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Allowed
Deadline for receipt of tenders : 31/10/2024 22:59 +00:00
Deadline until which the tender must remain valid : 114 Day
Information about public opening :
Opening date : 31/10/2024 23:00 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
Electronic invoicing : Required
Electronic ordering will be used : yes
Electronic payment will be used : yes

5.1.15 Techniques

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

5.1.16 Further information, mediation and review

Review organisation : Förvaltningsrätten

8. Organisations

8.1 ORG-0001

Official name : Sjunde AP-Fonden
Registration number : 8024062302
Department : SJUNDE AP-FONDEN
Postal address : BOX 100
Town : STOCKHOLM
Postcode : 10121
Country subdivision (NUTS) : Stockholms län ( SE110 )
Country : Sweden
Contact point : Johan Johansson
Telephone : 08-4122660
Internet address : http://www.ap7.se
Roles of this organisation :
Buyer

8.1 ORG-0002

Official name : Förvaltningsrätten
Registration number : 202100-2742
Town : Stockholm
Postcode : 115 76
Country subdivision (NUTS) : Stockholms län ( SE110 )
Country : Sweden
Telephone : 08-561 680 00
Roles of this organisation :
Review organisation

11. Notice information

11.1 Notice information

Notice identifier/version : 39b798aa-e548-4044-b976-e788c5dec1a4 - 01
Form type : Competition
Notice type : Contract or concession notice – standard regime
Notice dispatch date : 16/09/2024 07:59 +00:00
Notice dispatch date (eSender) : 16/09/2024 07:59 +00:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00557479-2024
OJ S issue number : 181/2024
Publication date : 17/09/2024