Voting system for Folketrygdfondet

The aim of the procurement is to establish a contract for the procurement of a voting system that can both analyse cases presented at general gatherings and facilitate automatic voting in companies invested in through the Government Pension Fund Norway and the Government Fund in Tromsø (authority voting system). Folketrygdfondet …

CPV: 48400000 Paquetes de software de transacciones comerciales y personales, 48411000 Paquetes de software de gestión de inversiones
Plazo:
17 de enero de 2025 a las 11:00
Tipo de plazo:
Presentación de una oferta
Lugar de ejecución:
Voting system for Folketrygdfondet
Organismo adjudicador:
Folketrygdfondet
Número de premio:
24/00125

1. Buyer

1.1 Buyer

Official name : Folketrygdfondet
Legal type of the buyer : Body governed by public law
Activity of the contracting authority : Economic affairs

2. Procedure

2.1 Procedure

Title : Voting system for Folketrygdfondet
Description : The aim of the procurement is to establish a contract for the procurement of a voting system that can both analyse cases presented at general gatherings and facilitate automatic voting in companies invested in through the Government Pension Fund Norway and the Government Fund in Tromsø (authority voting system). Folketrygdfondet is an active manager and the number of companies we invest in will vary. The mandates are attached to information.
Procedure identifier : d82bc031-9df1-4287-ab7b-f12eb57ad6cd
Internal identifier : 24/00125
Type of procedure : Open
The procedure is accelerated : no
Justification for the accelerated procedure :
Main features of the procedure : This procurement process will be carried out in accordance with the Public Procurement Act dated 17 June 2016 and part I and part III of the Public Procurement Regulations (FOR 2016-08-12-974). The contract will be awarded in accordance with the procedure for an open tender contest in accordance with § 13-1(1) in the Public Procurement Regulations (FOA). Negotiations in this contest are not allowed. Tenders cannot be changed after the deadline for receipt of tenders has expired. Furthermore, tenders containing significant deviations from the procurement documents will be rejected in accordance with § 24-8(1)(b) in the Public Procurement Regulations. The contracting authority can also reject tenders that include deviations from the procurement documents, uncertainties or similar conditions that cannot be seen as immaterial, cf. § 24-8(2)(a) in the regulations.

2.1.1 Purpose

Main nature of the contract : Supplies
Main classification ( cpv ): 48400000 Business transaction and personal business software package
Additional classification ( cpv ): 48411000 Investment management software package

2.1.2 Place of performance

Postal address : Haakon VIIs gate 2
Town : Oslo
Postcode : 0161
Country subdivision (NUTS) : Oslo ( NO081 )
Country : Norway

2.1.3 Value

Estimated value excluding VAT : 1 500 000 Norwegian krone

2.1.4 General information

Legal basis :
Directive 2014/24/EU

2.1.6 Grounds for exclusion

Analogous situation like bankruptcy under national law : Is the supplier in a situation where he has been forced debt arrangement? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Bankruptcy : Is the tenderer in a bankruptcy situation? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Corruption : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies, in the event a enforceable verdict has been convicted of corruption by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Corruption as defined in Article 3 of the Convention on Combating Corruption, Involving European Communities or European Union Member States (EUT C 195 of 25.6.1997, s. 1), and in Article 2, point 1, in the Council ́s framework decision 2003/568/RIA of 22 July 2003 on combating corruption in the private sector (EUT L 192 of 31.7.2003, p. 54). This rejection reason also includes corruption as defined in national law for the contracting authority or supplier.
Arrangement with creditors : Is the supplier in a situation where he has been forced debt arrangement? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Participation in a criminal organisation : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies, at the time a legally convicted verdict of participation in a criminal organisation by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Participation in a criminal organisation as defined in Article 2 of the Council ́s framework decision 2008/841/RIA of 24 October 2008 on control of organised crime (EUT L 300 of 11.11.2008, p. 42)
Agreements with other economic operators aimed at distorting competition : Has the tenderer entered into agreement(s) with other tenderers with the intention of turning the competition?
Breaching of obligations in the fields of environmental law : Is the tenderer aware of breaches of environmental provisions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.
Money laundering or terrorist financing : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of money laundering or financing terrorism by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Money laundering or financing terrorism As defined in Article 1 of the European Parliament and Council Directive 2005/60/EF of 26 October 2005 on preventive measures against the use of the financial system for money laundering and financing terrorism (EUT L 309 of 25.11.2005, p. 15).
Fraud : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies, at the time a legally convicted of fraud has been convicted of fraud by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Fraud included in Article 1 of the Convention on protection of the Financial Interests of the European Communities (EFT C 316 of 27.11.1995, p. 48).
Child labour and other forms of trafficking in human beings : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of child labour and other forms of human trafficking by a verdict handed down no more than five years ago, or a rejection period determined directly in the judgement that still applies? Child labour and other forms of human trafficking as defined in Article 2 of the European Parliament and council directive 2011/36/EU of 5. 1 April 2011 on the prevention and control of human trafficking and the protection of its victims and for compensation of the Council ́s framework decision 2002/629/RIA (EUT L 101 of 15.4.2011, p. 1).
Insolvency : Is the tenderer in an insolvency situation? Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Breaching of obligations in the fields of labour law : Is the tenderer aware of breaches of provisions on working conditions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.
Assets being administered by liquidator : Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Guilty of misrepresentation, withheld information, unable to provide required documents and obtained confidential information of this procedure : Have the tenderer:a) given grossly incorrect information when notifying the information required to verify that there is no basis for rejection, or of the qualification requirements being met,b) failed to provide such information,c) subject to immediately submitting the supporting documents requested by the Contracting Authority, ord) improperly affecting the Contracting Authority's decision process to acquire confidential information that could give this an unlawful advantage in connection with competition, or negligently has given misleading information that can have a significant influence on decisions on rejection, selection or award?
Purely national exclusion grounds : In accordance with ESPD part III: Rejection Reasons, Section D: "Other rejection reasons stipulated in the national legislation in the contracting authority ́s member state". The Norwegian procurement rules go further than what is given in the rejection reasons stated in the Eus directive on public procurements and in the standard form for ESPD. Emphasis is put on the fact that all the rejection reasons in the procurement regulations § 24-2, including the purely national rejection reasons, apply in this competition. The following rejection reasons in the procurement regulations § 24-2 are purely national rejection reasons: - §24-2(2). This provision states that the contracting authority shall reject a tenderer when he is aware that the tenderer has been legally convicted or has accepted a wrought for the stated punishable conditions. The requirement that the contracting authority shall reject tenderers who have accepted a wreap for the stated punishable conditions is a distinctively Norwegian requirement. - 24-2(3) letter in. The rejection reason in the ESPD form only concerns serious errors in professional practice, whilst the Norwegian rejection reason also includes other serious errors that can lead to doubt about the tenderer's professional integrity.
Conflict of interest due to its participation in the procurement procedure : Are tenderers aware of a conflict of interest as stated in national law, the relevant notice or procurement documents?
Direct or indirect involvement in the preparation of this procurement procedure : Has the tenderer or an entity associated with the supplier advised the contracting authority or in another way been involved in the planning of the competition?
Guilty of grave professional misconduct : Has the tenderer committed serious errors in professional practice? If relevant, see the definitions in national law, the relevant notice or procurement documents.
Early termination, damages or other comparable sanctions : Has the tenderer committed significant breaches of contract in connection with the fulfilment of a previous public contract, a previous contract with a public contracting authority or a previous concession contract, where the breach has led to the cancellation of the contract, compensation or other similar sanctions?
Breaching of obligations in the fields of social law : Is the tenderer aware of breaches of provisions on social conditions as stated in national law, the relevant notice or procurement documents or Article 18 (2) of Directive 2014/24/EU.
Payment of social security contributions : Have tenderers failed to fulfil all their social security obligations in the country where they are established and in their member state, if this is a different country than what he is established in?
Business activities are suspended : Specify why, under the mentioned circumstances, one is able to carry out the contract, considering the current national provisions and measures for continuing the business activities? It is not necessary to provide this information if rejection of tenderers made mandatory in accordance with the current national law without the possibility for exceptions.
Payment of taxes : Has the tenderer not fulfilled his tax and duty obligations in the country in which he is established, and in the contracting authority's member state, if this is a different country than what he is established in?
Terrorist offences or offences linked to terrorist activities : Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body, or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of acts of terrorism or criminal acts connected to terrorist activities by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Acts of terrorism or criminal acts relating to terrorist activity as defined in Article 1 and 3 of the Council ́s framework decision 2002/475/RIA of 13 June 2002 on combating terrorism (EFT L 164, af 22.6.2002, p. 3). This rejection reason also includes incitement to, participation or attempts to commit such actions as included in Article 4 in the mentioned framework decision.

5. Lot

5.1 Lot technical ID : LOT-0000

Title : Voting system for Folketrygdfondet
Description : The aim of the procurement is to establish a contract for the procurement of a voting system that can both analyse cases presented at general gatherings and facilitate automatic voting in companies invested in through the Government Pension Fund Norway and the Government Fund in Tromsø (authority voting system). Folketrygdfondet is an active manager and the number of companies we invest in will vary. The mandates are attached to information.
Internal identifier : 1

5.1.1 Purpose

Main nature of the contract : Supplies
Main classification ( cpv ): 48400000 Business transaction and personal business software package
Additional classification ( cpv ): 48411000 Investment management software package

5.1.2 Place of performance

Postal address : Haakon VIIs gate 2
Town : Oslo
Postcode : 0161
Country subdivision (NUTS) : Oslo ( NO081 )
Country : Norway
Additional information :

5.1.3 Estimated duration

Duration : 2 Year

5.1.5 Value

Estimated value excluding VAT : 1 500 000 Norwegian krone

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) : yes
This procurement is also suitable for small and medium-sized enterprises (SMEs)

5.1.9 Selection criteria

Criterion :
Type : Economic and financial standing
Name : The tenderer's economic and financial position.
Description : The tenderer must have the financial capacity to carry out the assignment. • The last annual accounts including the board ́s annual report and the auditor ́s statement. • Information on any recent conditions of relevance to the company's fiscal figures.
Use of this criterion : Used
Criterion :
Type : Suitability to pursue the professional activity
Name : The organisational and legal position of the tenderer.
Description : The tenderer shall be a legally established company. • Norwegian companies: Company Registration Certificate. • Foreign companies: Proof that the company is registered in a trade or business register as prescribed by the law of the country where the tenderer is established.
Use of this criterion : Used
Criterion :
Type : Suitability to pursue the professional activity
Name : Obligatory and unalterable requirements
Description : Tenderers shall have their tax and VAT payments in order. • Tax certificate • VAT certificate. A tax certificate and a VAT certificate for paid fees issued either by the local tax office or the tax collection office where the tenderer's head office is located. The certificates must not be older than 6 months from the deadline for receipt of tenders. Norwegian tenderers who are not VAT obliged must provide confirmation of this from the Norwegian tax authorities. Foreign tenderers must provide certificates from authorities equivalent to the Norwegian authorities.
Use of this criterion : Used
Criterion :
Type : Technical and professional ability
Name : Technical and professional qualifications
Description : Description of up to three of the tenderer's most relevant assignments in the last three years. Relevance will be assessed based on the number of assignments for a) asset managers/owners in the Nordic market, b) assignments for asset managers/owners with a minimum value of NOK 10 billion in managed assets. The description must specify the assignment ́s value, which services have been provided and the recipient (name if possible or other identification, the country where the recipient is registered and the value of the managed assets). It is the tenderer ́s responsibility to document relevance through the description of the assignment.
Use of this criterion : Used

5.1.10 Award criteria

Criterion :
Type : Quality
Name : Analysis and voice recommendation
Description : Annex "Award Criteria for authority voting system" under the heading "Analyse og stemmeanbefaling" section 1-5
Weight (percentage, middle of a range) : 32,5
Criterion :
Type : Quality
Name : Voice system
Description : Annex "Award Criteria for authority voting system" under the heading "Voting System", points 6-10 and "Reporting", points 11-13.
Weight (percentage, middle of a range) : 27,5
Criterion :
Type : Quality
Name : IT Security and Governance
Description : Annex "Award Criteria for authority voting system" under the heading "Analyse og stemmeanbefaling" section 14-32
Weight (percentage, middle of a range) : 17,5
Criterion :
Type : Price
Name : Price
Description : Annex 2 - price form
Weight (percentage, middle of a range) : 22,5
Description of the method to be used if weighting cannot be expressed by criteria :
Justification for not indicating the weighting of the award criteria :

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Deadline for requesting additional information : 06/01/2025 11:00 +00:00

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : Norwegian, English
Electronic catalogue : Not allowed
Variants : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 17/01/2025 11:00 +00:00
Deadline until which the tender must remain valid : 73 Day
Information about public opening :
Opening date : 17/01/2025 11:00 +00:00
Place : Oslo
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
A non-disclosure agreement is required : 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

Mediation organisation : Oslo Tingrett
Review organisation : Oslo Tingrett
Organisation providing additional information about the procurement procedure : Folketrygdfondet
Organisation providing offline access to the procurement documents : Folketrygdfondet
Organisation providing more information on the review procedures : Oslo Tingrett
Organisation receiving requests to participate : Folketrygdfondet
Organisation processing tenders : Folketrygdfondet

8. Organisations

8.1 ORG-0001

Official name : Folketrygdfondet
Registration number : 971525061
Postal address : Postboks 1845
Town : Vika
Postcode : 0123
Country : Norway
Contact point : Aleksander Smerkerud
Telephone : +47 23117261
Roles of this organisation :
Buyer
Organisation providing additional information about the procurement procedure
Organisation providing offline access to the procurement documents
Organisation receiving requests to participate
Organisation processing tenders

8.1 ORG-0002

Official name : Oslo Tingrett
Registration number : 926725939
Postal address : C. J. Hambros Plass 4
Town : Oslo
Postcode : 0164
Country subdivision (NUTS) : Oslo ( NO081 )
Country : Norway
Contact point : Oslo Tingrett
Telephone : 22035200
Roles of this organisation :
Review organisation
Organisation providing more information on the review procedures
Mediation organisation

11. Notice information

11.1 Notice information

Notice identifier/version : cb1b62f2-102b-48f1-aa02-d23f592a57e6 - 01
Form type : Competition
Notice type : Contract or concession notice – standard regime
Notice dispatch date : 06/12/2024 12:22 +00:00
Notice dispatch date (eSender) : 06/12/2024 15:00 +00:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00753019-2024
OJ S issue number : 240/2024
Publication date : 10/12/2024