Independent Investment Advice Tender Gloucestershire

To provide independent investment advice to 4 councils: Cheltenham, Forest of Dean, Gloucestershire, South Gloucestershire on treasury matters.

United Kingdom-Gloucester: Financial and insurance services

2017/S 186-381113

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Gloucestershire County Council
Shire Hall
Gloucester
GL1 2TG
United Kingdom
Contact person: Mr James Gosling
Telephone: +44 1452328900
E-mail: james.gosling@gloucestershire.gov.uk
NUTS code: UKK13Internet address(es):Main address: www.gloucestershire.gov.uk

Address of the buyer profile: www.gloucestershire.gov.uk

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.supplyingthesouthwest.org.uk

Additional information can be obtained from the abovementioned address

Tenders or requests to participate must be submitted electronically via: https://www.supplyingthesouthwest.org.uk

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:

Treasury Management Services.

Reference number: DN296954

II.1.2)Main CPV code

66000000

II.1.3)Type of contract

Services

II.1.4)Short description:

To provide independent investment advice on treasury matters to four councils: Cheltenham, Forest of Dean, Gloucestershire, South Gloucestershire. Advice will be required to be given to each Council on any treasury management and capital related issues (including any housing issues where relevant).

II.1.5)Estimated total value

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)

66100000

79211000

79412000

II.2.3)Place of performance

NUTS code: UKK13

II.2.4)Description of the procurement:

To provide independent investment advice to 4 councils: Cheltenham, Forest of Dean, Gloucestershire, South Gloucestershire on treasury matters. In particular, this will call for a detailed review of all aspects of the Treasury Management Strategy and Annual Investment Strategy.

Advice will be required to be given to the councils on any treasury management and capital related issue (including any housing issues where relevant).

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

Duration in months: 60

This contract is subject to renewal: yes

Description of renewals:

The contract will be run as a 5 year contract.

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

III.1.2)Economic and financial standing

III.1.3)Technical and professional ability

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: 10/10/2017

Local time: 12:00

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

IV.2.7)Conditions for opening of tenders

Date: 10/10/2017

Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

VI.3)Additional information:

VI.4)Procedures for review

VI.4.1)Review body

None -see below
None -see below
United Kingdom

VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

The authority will incorporate a minimum 10 day standstill period at the point of information on the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to seek further debriefing from the contracting authority before the contract is entered into. Applicants have 2 working days from the notification of the award decision to request additional debriefing and that information has to be provided a minimum of 3 working days before the expiry of the standstill period.

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

VI.5)Date of dispatch of this notice:

26/09/2017

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