Independent Investment Advisor to the Hampshire Pension Fund

Independent Investment Advisor to the Hampshire Pension Fund

To appoint an Independent Investment Adviser to advise its Pension Fund Panel and Board, Treasurer and its staff.

United Kingdom-Winchester: Financial and insurance services

2017/S 202-416170

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Hampshire County Council
The Castle
Winchester
SO23 8UJ
United Kingdom
Contact person: Stevie Fountain
Telephone: +44 1962832323
E-mail: procurement.support@hants.gov.uk
NUTS code: UKJ3Internet address(es):Main address: www.hants.gov.uk

Address of the buyer profile: https://in-tendhost.co.uk/hampshire/aspx/Home

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/hampshire/aspx/Home
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Regional or local authority

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Independent Investment Advisor To The Hampshire Pension Fund.

Reference number: CO10993

II.1.2)Main CPV code

66000000

II.1.3)Type of contract

Services

II.1.4)Short description:

Hampshire County Council as the administering authority of the Hampshire Pension Fund wishes to appoint an Independent Investment Adviser to advise its Pension Fund Panel and Board, Treasurer and its staff in the management of the Pension Fund.

II.1.5)Estimated total value

Value excluding VAT: 500 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:

II.2.2)Additional CPV code(s)

66000000

II.2.3)Place of performance

NUTS code: UKJ3

II.2.4)Description of the procurement:

Hampshire County Council as the administering authority of the Hampshire Pension Fund wishes to appoint an Independent Investment Adviser to advise its Pension Fund Panel and Board, Treasurer and its staff in the management of the Pension Fund.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/12/2017
End: 30/11/2024
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

Information and formalities necessary for evaluating if the requirements are met:

In accordance with Articles 57 — 62 of Directive 2014/24/EC of the European Parliament and of the Council and Regulation 57 of the Public Contracts Regulations 2015. Organisations are advised it is a condition of this contract that all managers and operatives (including subcontractors) are suitably competent to execute all trades and operations encompassed by these Contracts in full compliance with UK legislation.

III.1.2)Economic and financial standing

List and brief description of selection criteria:

Information and formalities necessary for evaluating if the requirements are met:

In accordance with Articles 57 — 62 of Directive 2014/24/EC of the European Parliament and of the Council and Regulation 58 of the Public Contracts Regulations 2015, and set out in the Tender documentation.

Minimum level(s) of standards possibly required:

As per the requirements of Regulation 58 of the Public Contracts Regulations 2015, and set out in the Invitation to Tender documentation.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

Information and formalities necessary for evaluating if the requirements are met:

In accordance with Articles 57 — 62 of Directive 2014/24/EC of the European Parliament and of the Council and Regulation 58 of the Public Contracts Regulations 2015, and set out in the Tender documentation.

Minimum level(s) of standards possibly required:

As per the requirements of Regulation 58 of the Public Contracts Regulations 2015, and set out in the Invitation to Tender documentation.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 21/11/2017
Local time: 13:59
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 21/11/2017
Local time: 14:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Hampshire County Council
The Castle
Winchester
SO23 8UJ
United Kingdom
Telephone: +44 1962832323
E-mail: procurement.support@hants.gov.uk
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

As set out in the Public Contracts Directive 2014/24/EU of the European Parliament and of the Council.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

18/10/2017

 

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