ESG Screening, Analysis and Advisory Services

Sjunde AP-Fonden

This procurement is divided into to areas, A and B.
A. Norm-based analysis and engagement. Screening and analysis of AP7:s holdings for companies involved in norm-breaches based on AP7:s policy, as well as pooled engagement with companies on identified norm-breaches;
B. Support in developing AP7:s thematic approach. 3 3-year themes will be running parallel. Each year, a new theme will be introduced and another 1 will be concluded. Support in implementing the thematic work entails:
— Before the beginning of year 1: Intelligence and research for identifying themes and knowledge partners as well as advice on how to carry out the thematic work during its 3-year duration. This may involve identifying bespoke active ownership projects such as engagement dialogues with companies, certain voting activities or projects and interaction with other actors to influence standards and norms.
— During year 1 and 2: Advice on implementation. Before the beginning of year 2, provide an evaluation of year 1 and a plan for year 2.
— During year 3: Support in evaluating the effects of the thematic work to: 1) Decide on next steps and possible future development of AP7:s internal ownership processes; and 2) Provide data and information for AP7:s annual reporting.

Sista ansökningsdag

Tidsfristen för mottagande av anbud var 2016-09-28. Upphandlingen offentliggjordes den 2016-08-22.

Vem?

• Sjunde AP-Fonden

Vad?

Var?

• Stockholm › Stockholms län

Upphandlingshistorik

Datum	Dokument
2016-08-22	Meddelande om upphandling

Meddelande om upphandling (2016-08-22)
Objekt
Upphandlingens omfattning
Titel: Finansiella konsulttjänster
Kvantitet eller omfattning: 2 lots, A and B.
Meddelandeinformation
Originalspråk: engelska 🗣️
Dokumenttyp: Meddelande om upphandling
Kontraktets art: Tjänster
Reglering: Europeiska unionen
Gemensam upphandlingsterminologi (CPV)
Kod: Finansiella konsulttjänster 📦

Förfarande
Förfarandetyp: Öppet förfarande
Anbudstyp: Anbud på alla delar
Kriterier för tilldelning
Ospecificerat

Upphandlande myndighet
Identitet
Land: Sverige 🇸🇪
Upphandlande myndighet (typ): Regional eller lokal myndighet
Upphandlande myndighet (namn): Sjunde AP-Fonden
Postadress: Box 100
Postnummer: 10121
Postort: Stockholm
Kontakt
E-post: carl-erik.ewerthz@affarsconcept.se 📧

Referens
Datum
Avsändningsdatum: 2016-08-22 📅
Sista anbudsdag: 2016-09-28 📅
Publiceringsdatum: 2016-08-25 📅
Identifierare
Meddelandenummer: 2016/S 163-294438
EUT-S-nummer: 163
Ytterligare information
Visma TendSign notice: http://www.opic.com/notice.asp?req=dimqtpzb

Objekt
Upphandlingens omfattning
Kort beskrivning:

This procurement is divided into to areas, A and B.

A. Norm-based analysis and engagement. Screening and analysis of AP7:s holdings for companies involved in norm-breaches based on AP7:s policy, as well as pooled engagement with companies on identified norm-breaches;

B. Support in developing AP7:s thematic approach. 3 3-year themes will be running parallel. Each year, a new theme will be introduced and another 1 will be concluded. Support in implementing the thematic work entails:

— Before the beginning of year 1: Intelligence and research for identifying themes and knowledge partners as well as advice on how to carry out the thematic work during its 3-year duration. This may involve identifying bespoke active ownership projects such as engagement dialogues with companies, certain voting activities or projects and interaction with other actors to influence standards and norms.

— During year 1 and 2: Advice on implementation. Before the beginning of year 2, provide an evaluation of year 1 and a plan for year 2.

— During year 3: Support in evaluating the effects of the thematic work to: 1) Decide on next steps and possible future development of AP7:s internal ownership processes; and 2) Provide data and information for AP7:s annual reporting.

Referensnummer: 2016/55
Plats för genomförandet
Huvudort eller plats för utförandet: Stockholms län.

Förfarande
Anbudens giltighetstid: 2016-12-28 📅
Datum för öppnande av anbud: 2016-09-29 📅

Upphandlande myndighet
Kontakt
Kontaktpunkt: Carl-Erik Ewerthz
Namn: TendSign
Webbadress för ytterligare information: https://tendsign.com/doc.aspx?ID=110083 🌏
URL för dokument: https://tendsign.com/doc.aspx?ID=110083&Goto=Docs 🌏
URL för deltagande: https://tendsign.com/doc.aspx?ID=110083&Goto=Tender 🌏

Referens
Identifierare
Referensnummer tilldelat av upphandlande myndighet: 2016/55
Källa: OJS 2016/S 163-294438 (2016-08-22)

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