Monitoring of companies for the Council on Ethics for the Norwegian Government Pension Fund Global

Council on Ethics for the Norwegian Government Pension Fund Global

The Council on Ethics for the Norwegian Government Pension Fund Global (GPFG) is an independent body tasked with issuing recommendations to the Ministry of Finance in accordance with the Guidelines for the Exclusion and Observation of Companies from the GPFG (the Guidelines). The Ministry of Finance makes decisions on the exclusion or observation of companies from the Fund's investment universe based on the Council's recommendations. Both the Ministry's decisions and the Council's recommendations are made public.
The Council on Ethics calls for tenders on a four year contract to provide the following services:
1. Access to a database of companies' ESG (environmental, social, governance) performance and/or criticism;
2. Identification of companies in the GPFG where there may be an unacceptable risk that the company contributes to or is itself responsible for certain conducts as mentioned in section 2 paragraph 3 of the Guidelines (see 2.1 below);
3. Screening of companies producing certain products mentioned in section 2 paragraph 1 of the Guidelines (see 2.3 below).
Applicants are encouraged to apply for all three services collectively, although applications for screening services (exclusively) or database and identification (together) will also be accepted. Applicants wishing to bid for the database and monitoring services or for the screening services exclusively should state this clearly in their submission.
The Guidelines are available here: http://www.regjeringen.no/en/sub/styrer-rad-utvalg/ethics_council/ethical-guidelines.html?id=425277 />An overview over the Fund's portfolio is available here: http://www.nbim.no/no/Investeringer/beholdninger/ />NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.english.doffin.no/Search/Search_Switch.aspx?ID=302058

Frist

Fristen for mottak av tilbud var 2013-11-13. Anskaffelsen ble publisert 2013-09-25.

Hvem?

• Council on Ethics for the Norwegian Government Pension Fund Global

Hva?

Hvor?

• Norge

Anskaffelseshistorikk

Dato	Dokument
2013-09-25	Kunngjøring av konkurranse
2013-10-30	Tilleggsinformasjon

Kunngjøring av konkurranse (2013-09-25)
Gjenstand
Anskaffelsens omfang
Tittel: Pension investment services
Antall eller omfang:

4-year contract. Estimated total value: NOK 4 000 000 (NOK 1 000 000 per year).4 000 000

Totalverdi for anskaffelsen: 4 000 000 💰
Metadata for kunngjøring
Originalspråk: engelsk 🗣️
Dokumenttype: Kunngjøring av konkurranse
Kontraktens art: Tjenester
Forskrift: Det europeiske økonomiske samarbeidsområdet (EØS), med deltakelse av GPA-land
Felles innkjøpsordliste (CPV)
Kode: Tjenester i forbindelse med investering av pensjonsmidler 📦

Prosedyre
Prosedyretype: Åpen anbudskonkurranse
Tilbudstype: Innlevering for én eller flere delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet

Oppdragsgiver
Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Offentligrettslig organ
Navn på tildelende myndighet: Council on Ethics for the Norwegian Government Pension Fund Global
Postadresse: c/o Finansdepartementet, Postboks 8008 Dep
Postnummer: 0030
Poststed: Oslo
Kontakt
Internettadresse: http://www.etikkradet.no 🌏
E-post: pablo.valverde@etikkradet.no 📧
Telefon: +47 22249090 📞

Referanse
Datoer
Sendt dato: 2013-09-25 📅
Innleveringsfrist: 2013-11-13 📅
Publiseringsdato: 2013-09-27 📅
Identifikatorer
Kunngjøringsnummer: 2013/S 188-325010
OJ-S-utgave: 188
Tilleggsinformasjon

Please see tender documents for more information. (NT Ref:306006)

Gjenstand
Anskaffelsens omfang
Kort beskrivelse:

The Council on Ethics calls for tenders on a four year contract to provide the following services:

1. Access to a database of companies' ESG (environmental, social, governance) performance and/or criticism;

2. Identification of companies in the GPFG where there may be an unacceptable risk that the company contributes to or is itself responsible for certain conducts as mentioned in section 2 paragraph 3 of the Guidelines (see 2.1 below);

3. Screening of companies producing certain products mentioned in section 2 paragraph 1 of the Guidelines (see 2.3 below).

Applicants are encouraged to apply for all three services collectively, although applications for screening services (exclusively) or database and identification (together) will also be accepted. Applicants wishing to bid for the database and monitoring services or for the screening services exclusively should state this clearly in their submission.

The Guidelines are available here: http://www.regjeringen.no/en/sub/styrer-rad-utvalg/ethics_council/ethical-guidelines.html?id=425277

An overview over the Fund's portfolio is available here: http://www.nbim.no/no/Investeringer/beholdninger/

NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.english.doffin.no/Search/Search_Switch.aspx?ID=302058

Delkontraktnummer: 2
Tittel på delkontrakt: Screening
Kort beskrivelse:

ScreeningThe Council on Ethics requires a continuous monitoring of companies which may produce certain products mentioned in section 2, paragraph 1 of the Guidelines or their key components:1. Weapons that violate fundamental humanitarian principles through their normal use;2. Tobacco;3. Weapons or military material for sale to certain states (currently Myanmar, but this may change).The service provider will identify companies in the Fund which may be involved in these activities, either directly or through subsidiaries, in accordance with the parameters and definitions provided by the Council on Ethics. The service provider will also monitor excluded companies on the same basis with the purpose of validating whether the grounds for exclusion remain valid.Written reports will be submitted to the Council on Ethics on a quarterly basis in English or Norwegian and shall contain detailed information on the nature of the company's involvement in the areas covered by the product screening criteria as well as the sources of this information.The Council on Ethics will use the service provider's report as basis for its own analysis of companies. It is important that the service provider be able to identify all companies which may be involved in activities in violation with the guidelines. Offers to provide product screening for only part of the portfolio or only some of the excluded companies will not be considered.

Screening

The Council on Ethics requires a continuous monitoring of companies which may produce certain products mentioned in section 2, paragraph 1 of the Guidelines or their key components:

1. Weapons that violate fundamental humanitarian principles through their normal use;

2. Tobacco;

3. Weapons or military material for sale to certain states (currently Myanmar, but this may change).

The service provider will identify companies in the Fund which may be involved in these activities, either directly or through subsidiaries, in accordance with the parameters and definitions provided by the Council on Ethics. The service provider will also monitor excluded companies on the same basis with the purpose of validating whether the grounds for exclusion remain valid.

Written reports will be submitted to the Council on Ethics on a quarterly basis in English or Norwegian and shall contain detailed information on the nature of the company's involvement in the areas covered by the product screening criteria as well as the sources of this information.

The Council on Ethics will use the service provider's report as basis for its own analysis of companies. It is important that the service provider be able to identify all companies which may be involved in activities in violation with the guidelines. Offers to provide product screening for only part of the portfolio or only some of the excluded companies will not be considered.

Antall eller omfang: Continuous screening of 9,000 companies for specific products or their central components.
Tilleggsinformasjon om delkontraktene:

Delkontraktnummer: 1
Tittel på delkontrakt: Database and monitoring of companies
Kort beskrivelse:

DatabaseThe Council on Ethics requires access to a searchable database of companies' ESG performance and/or criticism. The database will be used to filter, identify, find preliminary information on – and make internal watch-lists concerning – companies which may be involved in any of the activities mentioned in section 2, paragraph 3 of the Guidelines:1. Serious or systematic human rights violations, such as murder, torture, deprivation of liberty, forced labour, the worst forms of child labour and other child exploitation;2. Serious violations of the rights of individuals in situations of war or conflict;3. Severe environmental damage;4. Gross corruption;5. Other particularly serious violations of fundamental ethical norms.The database will ideally provide an analysis of companies' environmental, social and governance (ESG) systems and document their record on these five criteria, with an emphasis on third-party criticism. The Council will also use the database to produce internal watch-lists in order to identify companies for in-depth sector studies. The database should include information from sources in at least English, Spanish, French, Chinese and Russian and there should be a substantial overlap with the indexes employed by the Fund.Monitoring of companiesThe Council on Ethics requires a continuous internet-based monitoring of companies which may be involved in the activities in section 2, paragraph 3 of the Guidelines (see above).The Council on Ethics will provide the service provider with a list of companies on a quarterly basis. The service provider will produce a trimestral report in English or Norwegian. The report shall contain information on the nature of the allegations, the involvement of the companies and the sources used. It is assumed that a combined search of internet based news sources and homepages of relevant NGOs and International organizations will provide the best coverage, but other relevant sources such as academic journals or local-language blogs may also provide relevant information.The service provider will a) collect relevant information according to the criteria in the Guidelines, b) assess developments over each three-month period and c) provide any background information or analysis considered relevant. The Council on Ethics will use the service provider's report as basis for its own analysis of companies. The service provider shall not conduct an analysis of whether or not the available information should lead to exclusion.The service provider should be able to conduct searches in at least English, Spanish, Chinese, Russian and French. Tendering parties must be able to monitor all companies in the Fund's portfolio. Offers to monitor only part of the portfolio will not be considered.

Kort beskrivelse

Database

The Council on Ethics requires access to a searchable database of companies' ESG performance and/or criticism. The database will be used to filter, identify, find preliminary information on – and make internal watch-lists concerning – companies which may be involved in any of the activities mentioned in section 2, paragraph 3 of the Guidelines:

1. Serious or systematic human rights violations, such as murder, torture, deprivation of liberty, forced labour, the worst forms of child labour and other child exploitation;

2. Serious violations of the rights of individuals in situations of war or conflict;

3. Severe environmental damage;

4. Gross corruption;

5. Other particularly serious violations of fundamental ethical norms.

The database will ideally provide an analysis of companies' environmental, social and governance (ESG) systems and document their record on these five criteria, with an emphasis on third-party criticism. The Council will also use the database to produce internal watch-lists in order to identify companies for in-depth sector studies. The database should include information from sources in at least English, Spanish, French, Chinese and Russian and there should be a substantial overlap with the indexes employed by the Fund.

Monitoring of companies

The Council on Ethics requires a continuous internet-based monitoring of companies which may be involved in the activities in section 2, paragraph 3 of the Guidelines (see above).

The Council on Ethics will provide the service provider with a list of companies on a quarterly basis. The service provider will produce a trimestral report in English or Norwegian. The report shall contain information on the nature of the allegations, the involvement of the companies and the sources used. It is assumed that a combined search of internet based news sources and homepages of relevant NGOs and International organizations will provide the best coverage, but other relevant sources such as academic journals or local-language blogs may also provide relevant information.

The service provider will a) collect relevant information according to the criteria in the Guidelines, b) assess developments over each three-month period and c) provide any background information or analysis considered relevant. The Council on Ethics will use the service provider's report as basis for its own analysis of companies. The service provider shall not conduct an analysis of whether or not the available information should lead to exclusion.

The service provider should be able to conduct searches in at least English, Spanish, Chinese, Russian and French. Tendering parties must be able to monitor all companies in the Fund's portfolio. Offers to monitor only part of the portfolio will not be considered.

Antall eller omfang: Access to a database and continous internet-based monitoring of some 9,000 companies.
4-year contract. Estimated total value: NOK 4 000 000 (NOK 1 000 000 per year).
Referansenummer: 13/27
Utførelsessted
Hovedsted eller utførelsessted: Oslo, Norway.

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten:

(1) Company registration certificate.

(2) Value added tax certificate (National requirement)

(3) Company tax certificate (National requirement)

(4) Self-declaration in compliance with Appendix 2 (HSE) of the Norwegian procurement regulations (National requirement)

(5) Other documentation required (please state below)

Please see tender documents.

Økonomisk og finansiell stilling:

(1) Other documentation required (please state below)

Please see tender documents.

Teknisk og faglig kapasitet:

(1) Other documentation required (please state below)

Please see tender documents.

Kontraktutførelse
Personalets navn og faglige kvalifikasjoner ✅

Prosedyre
Tilbudets gyldighetsperiode: 1 måneder
Språk
Språk: engelsk 🗣️
Andre språk: Norwegian

Oppdragsgiver
Kontakt
Kontaktpunkt: Pablo Valverde
Internettadresse: www.etikkradet.no 🌏
Adresse til kjøperprofilen: http://www.doffin.no//search/Search_AuthProfile.aspx?ID=AA0114 🌏

Referanse
Datoer
Startdato: 2013-01-01 📅
Sluttdato: 2017-12-31 📅
Identifikatorer
Referansenummer tildelt av oppdragsgiver: 13/27
Tilleggsinformasjon

Please see tender documents for more information.

(NT Ref:306006)

Kilde: OJS 2013/S 188-325010 (2013-09-25)

Tilleggsinformasjon (2013-10-30)
Gjenstand
Metadata for kunngjøring
Dokumenttype: Tilleggsinformasjon

Referanse
Datoer
Sendt dato: 2013-10-30 📅
Publiseringsdato: 2013-11-02 📅
Identifikatorer
Kunngjøringsnummer: 2013/S 213-371429
Refererer til kunngjøring: 2013/S 188-325010
OJ-S-utgave: 213
Kilde: OJS 2013/S 213-371429 (2013-10-30)

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