Results of the procurement procedure
Legal Basis:
Directive 2014/24/EU
Section I: Contracting authority
I.1)Name and addressesOfficial name: SJUNDE AP-FONDEN
National registration number: 802406-2302
Postal address: Box 100
Town: STOCKHOLM
NUTS code: SE11 Stockholm
Postal code: 10121
Country: Sweden
Contact person: Louise Grünberg
E-mail: louise.grunberg@adda.se
Internet address(es):
Main address: http://www.ap7.se
I.4)Type of the contracting authorityRegional or local authority
I.5)Main activityGeneral public services
Section II: Object
II.1)Scope of the procurement
II.1.1)Title:
Advice in Passive Equity Procurement
Reference number: AP7 2021/100
II.1.2)Main CPV code79412000 Financial management consultancy services
II.1.3)Type of contractServices
II.1.4)Short description:
Advice in Passive Equity Procurement
II.1.6)Information about lotsThis contract is divided into lots: no
II.1.7)Total value of the procurement (excluding VAT)Value excluding VAT: 684 250.00 SEK
II.2)Description
II.2.2)Additional CPV code(s)66131100 Pension investment services
66140000 Portfolio management services
66141000 Pension fund management services
66523100 Pension fund administration services
66600000 Treasury services
79412000 Financial management consultancy services
79418000 Procurement consultancy services
79910000 Management holdings services
II.2.3)Place of performanceNUTS code: SE11 Stockholm
II.2.4)Description of the procurement:
Advice in Passive Equity Procurement
II.2.5)Award criteriaQuality criterion - Name: Competence / Weighting: 40
Quality criterion - Name: Ability / Weighting: 40
Price - Weighting: 20
II.2.11)Information about optionsOptions: yes
Description of options:
The duration of the contracts with the future passive equity managers will be for a time frame of three (3) years with option of two (2) further extensions of two (2) years each.
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
Section IV: Procedure
IV.1)Description
IV.1.1)Type of procedureOpen procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.8)Information about the Government Procurement Agreement (GPA)The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedureNotice number in the OJ S: 2021/S 193-502730
IV.2.8)Information about termination of dynamic purchasing system
IV.2.9)Information about termination of call for competition in the form of a prior information notice
Section V: Award of contract
A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:06/12/2021
V.2.2)Information about tendersNumber of tenders received: 3
The contract has been awarded to a group of economic operators: no
V.2.3)Name and address of the contractorOfficial name: PPCmetrics
National registration number: 106802932
Postal address: Badenerstrasse 6
Town: Zurich
NUTS code: CH Schweiz / Suisse / Svizzera
Postal code: 8004
Country: Switzerland
E-mail: tender@ppcmetrics.ch
Internet address: http://www.ppcmetrics.ch
The contractor is an SME: yes
V.2.4)Information on value of the contract/lot (excluding VAT)Total value of the contract/lot: 684 250.00 SEK
V.2.5)Information about subcontracting
Section VI: Complementary information
VI.3)Additional information:
Mercell notice: https://opic.com/id/afrcxberse
VI.4)Procedures for review
VI.4.1)Review bodyOfficial name: Förvaltningsrätten i Stockholm
Town: Stockholm
Country: Sweden
VI.5)Date of dispatch of this notice:05/01/2022
http://ted.europa.eu/udl?uri=TED:NOTICE:12011-2022:TEXT:EN:HTML&src=0&tabId=2