Management of Corporate European investment grade bonds

Danmarks Grundforskningsfond

Short description: The task consist of management of an active Corporate European investment grade bond portolio, respecting resposible investment criteria (ESG and Paris agreement), and reporting. The Danish National Research Foundation expects to initially invest DKK 450 million, approximately EUR 60 million. The term of the contract is expected to be five (5) years.

Deadline

Fristen for modtagelse af bud var på 2024-06-13. Indkøbet blev offentliggjort på 2024-05-01.

Hvem?

• Danmarks Grundforskningsfond

Hvad?

• Bank- og investeringstjenesteydelser › Porteføljeforvaltning

Hvor?

• Hovedstaden › Byen København
• Midtjylland › Vestjylland
• Oslo og Viken › Oslo

Indkøbshistorik

Dato	Dokument
2024-05-01	Udbudsbekendtgørelse

Udbudsbekendtgørelse (2024-05-01)
Objekt
Omfanget af udbuddet
Titel: Management of Corporate European investment grade bonds
Referencenummer: 365384
Kort beskrivelse:

Kontrakttype: Tjenesteydelser
Produkter/tjenester: Porteføljeforvaltning 📦
Anslået værdi uden moms: 4 000 000 DKK 💰
Andre begrænsninger af opfyldelsesstedet: Hvor som helst
Beskrivelse
Intern ID: 1
Varighed: 5 år
Oplysninger om elektroniske kataloger
Tilbuddene skal være udformet som elektroniske kataloger eller indeholde et elektronisk katalog
Kriterier for tildeling
Kvalitetskriterium (navn): Portfolio management, organziation and assets under management.
Kvalitetskriterium (vægtning): 15
Kvalitetskriterium (navn): Investment process, philosophy, and portfolio contruction.
Performance for the strategy
Responsible investments
Kvalitetskriterium (vægtning): 20
Kvalitetskriterium (navn): Reporting
Kvalitetskriterium (vægtning): 10
Kvalitetskriterium (navn): Contract
Kvalitetskriterium (vægtning): 5
Kvalitetskriterium (navn): Price
Titel
Partiets identifikationsnummer: LOT-0000

Procedure
Type af procedure
Åben procedure ✅
Retsgrundlag: Direktiv 2014/24/EU
Administrative oplysninger
Frist for modtagelse af bud eller ansøgninger om deltagelse: 2024-06-13 22:00:00 📅
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
dansk 🗣️
Minimumsfrist, inden for hvilken tilbudsgiveren skal opretholde tilbuddet: 8 måneder
Udbudsbetingelser
Tilbudsgivere kan indgive mere end ét tilbud
Avanceret eller kvalificeret elektronisk signatur eller segl (jf forordning (EU) nr 910/2014) er påkrævet
Navnene på og de faglige kvalifikationer for det personale, der skal udføre kontrakten, skal angives
Elektronisk katalog: Tilladt
Elektronisk fakturering: Tilladt
Kriterier for tildeling
Vægtningstype: Vægtning (procentdel, midt i intervallet)

Juridiske, økonomiske, finansielle og tekniske oplysninger
Betingelser for deltagelse
Udelukkelsesgrund:

Aftaler med andre økonomiske aktører med henblik på konkurrencefordrejning

Aktiver, der administreres af en kurator

Betaling af skatter og afgifter

+ 20 mere

Betaling af socialsikringsbidrag

Børnearbejde og andre former for menneskehandel

Deltagelse i en kriminel organisation

Direkte eller indirekte involvering i forberedelsen af denne udbudsprocedure

En situation, der svarer til konkurs i henhold til national ret

Erhvervsvirksomheden er indstillet

Har afgivet urigtige oplysninger eller tilbageholdt oplysninger, som ikke var i stand til at fremlægge de krævede dokumenter og indhentet fortrolige oplysninger i forbindelse med denne procedure

Hvidvaskning af penge eller finansiering af terrorisme

Insolvens

Interessekonflikt som følge af deltagelse i udbudsproceduren

Konkurs

Korruption

Ophævelse eller en lignende sanktion

Skyldig i alvorlige forsømmelser i forbindelse med udøvelsen af erhvervet

Svig

Terrorhandlinger eller strafbare handlinger med forbindelse til terroraktivitet

Tilsidesættelse af forpligtelser på det arbejdsretlige område

Tilsidesættelse af forpligtelser på miljølovgivningsområdet

Tilsidesættelse af forpligtelser på sociallovgivningsområdet

Tvangsakkord uden for konkurs

Beskrivelse af udelukkelsesgrunde:

Is the economic operator in in any analogous situation like bankruptcy arising from a similar procedure under national laws and regulations? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Is the economic operator bankrupt? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Has the economic operator itself or any person who is a member of its administrative, management or supervisory body or has powers of representation, decision or control therein been the subject of a conviction by final judgment for corruption, by a conviction rendered at the most five years ago or in which an exclusion period set out directly in the conviction continues to be applicable? As defined in Article 3 of the Convention on the fight against corruption involving officials of the European Communities or officials of Member States of the European Union, OJ C 195, 25.6.1997, p. 1, and in Article 2(1) of Council Framework Decision 2003/568/JHA of 22 July 2003 on combating corruption in the private sector (OJ L 192, 31.7.2003, p. 54). This exclusion ground also includes corruption as defined in the national law of the contracting authority (contracting entity) or the economic operator

Is the economic operator in arrangement with creditors? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Has the economic operator entered into agreements with other economic operators aimed at distorting competition?

Has the economic operator, to its knowledge, breached its obligations in the field of environmental law? As referred to for the purposes of this procurement in national law, in the relevant notice or the procurement documents or in Article 18(2) of Directive 2014/24/EU.

… money laundering or terrorist financing, by a conviction rendered at the most five years ago or in which an exclusion period set out directly in the conviction continues to be applicable? As defined in Article 1 of Directive 2005/60/EC of the European Parliament and of the Council of 26 October 2005 on the prevention of the use of the financial system for the purpose of money laundering and terrorist financing (OJ L 309, 25.11.2005, p. 15).

… fraud, by a conviction rendered at the most five years ago or in which an exclusion period set out directly in the conviction continues to be applicable? Within the meaning of Article 1 of the Convention on the protection of the European Communities' financial interests (OJ C 316, 27.11.1995, p. 48).

… child labour and other forms of trafficking in human beings, by a conviction rendered at the most five years ago or in which an exclusion period set out directly in the conviction continues to be applicable? As defined in Article 2 of Directive 2011/36/EU of the European Parliament and of the Council of 5 April 2011 on preventing and combating trafficking in human beings and protecting its victims, and replacing Council Framework Decision 2002/629/JHA (OJ L 101, 15.4.2011, p. 1).

Is the economic operator the subject of insolvency or winding-up? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Has the economic operator, to its knowledge, breached its obligations in the field of labour law? As referred to for the purposes of this procurement in national law, in the relevant notice or the procurement documents or in Article 18(2) of Directive 2014/24/EU.

Are the assets of the economic operator being administered by a liquidator or by the court? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Can the economic operator confirm that:<p/>a) It has been guilty of serious misrepresentation in supplying the information required for the verification of the absence of grounds for exclusion or the fulfilment of the selection criteria,<p/>b) It has withheld such information,<p/>c) It has not been able, without delay, to submit the supporting documents required by a contracting authority or contracting entity, and<p/>d) It has undertaken to unduly influence the decision making process of the contracting authority or contracting entity, to obtain confidential information that may confer upon it undue advantages in the procurement procedure or to negligently provide misleading information that may have a material influence on decisions concerning exclusion, selection or award?

Is the economic operator aware of any conflict of interest, as indicated in national law, the relevant notice or the procurement documents due to its participation in the procurement procedure?

Has the economic operator or an undertaking related to it advised the contracting authority or contracting entity or otherwise been involved in the preparation of the procurement procedure?

Is the economic operator guilty of grave professional misconduct? Where applicable, see definitions in national law, the relevant notice or the procurement documents.

Has the economic operator experienced that a prior public contract, a prior contract with a contracting entity or a prior concession contract was terminated early, or that damages or other comparable sanctions were imposed in connection with that prior contract?

Has the economic operator, to its knowledge, breached its obligations in the field of social law? As referred to for the purposes of this procurement in national law, in the relevant notice or the procurement documents or in Article 18(2) of Directive 2014/24/EU.

Has the economic operator breached its obligations relating to the payment social security contributions, both in the country in which it is established and in Member State of the contracting authority or contracting entity if other than the country of establishment?

Are the business activities of the economic operator suspended? This information needs not be given if exclusion of economic operators in this case has been made mandatory under the applicable national law without any possibility of derogation where the economic operator is nevertheless able to perform the contract.

Has the economic operator breached its obligations relating to the payment of taxes, both in the country in which it is established and in Member State of the contracting authority or contracting entity if other than the country of establishment?

Has the economic operator itself or any person who is a member of its administrative, management or supervisory body or has powers of representation, decision or control therein been the subject of a conviction by final judgment for terrorist offences or offences linked to terrorist activities, by a conviction rendered at the most five years ago or in which an exclusion period set out directly in the conviction continues to be applicable? As defined in Articles 1 and 3 of Council Framework Decision of 13 June 2002 on combating terrorism (OJ L 164, 22.6.2002, p. 3). This exclusion ground also includes inciting or aiding or abetting or attempting to commit an offence, as referred to in Article 4 of that Framework Decision.

Ordregivende myndighed
Navn og adresser
Navn: Danmarks Grundforskningsfond
Nationalt registreringsnummer: 17730290
Postadresse: Holbergsgade 14, 1
Postnummer: 1057
Postby: København K
Region: Byen København 🏙️
Land: Danmark 🇩🇰
Enhed: DG - Steen Marcus
E-mail: sm@dg.dk 📧
Telefon: +45 21705690 📞
Køberprofilens adresse: https://eu.eu-supply.com/ctm/company/companyinformation/index/281426 🌏
Den ordregivende myndigheds type
Offentligretligt organ
Hovedaktivitet
Generelle offentlige tjenesteydelser
Kommunikation
URL til dokumenter: https://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=401802&B= 🌏
URL for deltagelse: https://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=401802&B= 🌏
Skattelovgivningsdokumentets ID: FiscalDocID1
Miljølovgivningsdokumentets ID: EnvDocID1
Elektronisk indgivelse: Påkrævet

Supplerende oplysninger
Gennemgå organ
Navn: Klagenævnet for Udbud
Nationalt registreringsnummer: 37795526
Postadresse: Nævnenes Hus, Toldboden 2
Postnummer: 8800
Postby: Viborg
Region: Vestjylland 🏙️
Land: Danmark 🇩🇰
E-mail: klfu@naevneneshus.dk 📧
Telefon: +45 72405600 📞
Tjeneste, hvorfra der kan indhentes oplysninger om klageproceduren
Samme som: Gennemgå organ
Oplysninger om elektroniske arbejdsgange
Elektronisk fakturering vil blive accepteret
Kilde: OJS 2024/S 087-262986 (2024-05-01)

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