Portfolio Management for Social Investment Fund
The Department of Health seeks tenders to continue with active portfolio management of the continuing SEIF investments to ensure maximum recovery of assets.
United Kingdom-London: Portfolio management services
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Department of Health
Skipton House, 80 London Road
Contact point(s): DH Procurement Service, Commercial Directorate
For the attention of: Paul Bywater
SE1 6LH London
Telephone: +44 2079722000
General address of the contracting authority: https://www.gov.uk/government/organisations/department-of-health
Address of the buyer profile: http://www.gov.uk/government/organisations/department-of-health/about/procurement
Electronic access to information: http:///www.gov.uk/government/organisations/department-of-health/about/procurement
Electronic submission of tenders and requests to participate: http:///www.gov.uk/government/organisations/department-of-health/about/procurement
Further information can be obtained from: The above mentioned contact point(s)
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)
Tenders or requests to participate must be sent to: The above mentioned contact point(s)
I.2)Type of the contracting authority
I.4)Contract award on behalf of other contracting authorities
Section II: Object of the contract
II.1.1)Title attributed to the contract by the contracting authority:
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code UK
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
II.1.5)Short description of the contract or purchase(s)
The Fund’s loan book is now closed.
The Department of Health (the Authority) seeks tenders to continue with active portfolio management of the continuing SEIF investments to ensure maximum recovery of assets, as well as sustainability of the social enterprises now delivering health and care services.
Please note that there is a requirement for additional legal and business support but this will not be included as part of the contract price.
II.1.6)Common procurement vocabulary (CPV)
II.1.9)Information about variants
II.2.1)Total quantity or scope:
The contract term is 4 years.
See the Invitation to Tender (ITT) for further details.
Estimated value excluding VAT:
Range: between 450 000 and 508 205 GBP
II.2.2)Information about options
Description of these options: Option to extend at sole discretion of DH for further 2 times, a maximum of 2 years in total, i.e. periods of 1 year + 1 year.
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Section III: Legal, economic, financial and technical information
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: See the Invitation to Tender (ITT) for further details.
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service
Section IV: Procedure
IV.1.1)Type of procedure
IV.2.2)Information about electronic auction
IV.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
Prior information notice
Notice number in the OJEU: 2016/S 027-042965 of 9.2.2016
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders
Persons authorised to be present at the opening of tenders: no
Section VI: Complementary information
VI.1)Information about recurrence
VI.2)Information about European Union funds
The contracting authority/Department of health reserves the right to discontinue the tendering process at any time and not award the contract.
All participants must complete an Invitation to Tender (ITT) which covers Economic and Financial capacity and Technical capacity.
This procurement exercise will be conducted via the DH’s e-Tendering portal. We call this system BMS (Business Management System).
Candidates wishing to be considered for this contract must register their details and download and complete an ITT and submit their response via BMS. The following link will take you to the guidance documentation for using the BMS i.e. to register and download instructions on how to respond.
If you require assistance, please contact the Supplier Help-desk on +44 1132545777 or email@example.com
This help-desk is available 10:00 to 16:00, Monday to Friday excluding Bank Holidays.
Registration is a simple 1-step process; The supplier must register as a company/organisation; then each employee who may undertake a tendering exercise must then register as an individual. Once this stage is completed, it is then possible to register an expression of interest for this tender.
Note: Standard BMS functionality will only acknowledge one recipient per supplier for each individual tender. If you require the tender to be seen by multiple users we suggest using a centralised e-mail address (firstname.lastname@example.org).
Log on instructions are as follows:
Stage 1 — Registration (New suppliers):
Those who have not previously contracted with DH will first need to ensure that their company details are registered in the system:
a) Go to the link above;
b) Click on ‘New Supplier’;
c) Complete and send the details in the automated e-mail that appears;
d) Within 3 working days, you will receive an e-mail with your login information; a unique username and password.
Note: Standard BMS functionality requires the registered e-mail address to function as individual’s username.
Stage 2 — Post Registration (those already registered):
Once registered, candidates must express interest as follows:
a) Go to the link above;
b) Select ‘Login into e-Tendering System’;
c) Select sourcing home page and enter Invitation to Tender (ITT) number XXXX ( as given in IV.3.1) above)in search field provided.
If you are not already registered on BMS, whilst you do so, you will be able to download all the ITT documents from Contracts Finder, by copy and paste into your browser or clicking on the following link: https://www.contractsfinder.service.gov.uk/Search
However, please note that, only tenders submitted correctly using BMS, will be accepted.
VI.4.1)Body responsible for appeal procedures
WC2A 2LL London
VI.4.2)Lodging of appeals
The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or are at risk of harm by breach of the rules to take action in the High Court.
VI.4.3)Service from which information about the lodging of appeals may be obtained
WC2A 2LL London
VI.5)Date of dispatch of this notice: