Investment Management Services Tender

The University invites tenders for the provision of investment management services.

United Kingdom-Sheffield: Banking and investment services

2019/S 030-067532

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

University of Sheffield
Procurement Office, Arts Tower, Western Bank
Sheffield
S10 2TN
United Kingdom
Telephone: +44 1142224206
E-mail: l.w.marsden@sheffield.ac.uk
NUTS code: UKE32

Internet address(es):Main address: www.in-tendhost.co.uk/sheffield

I.2)Information about 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/Sheffield

Additional information can be obtained from the abovementioned address

Tenders or requests to participate must be submitted electronically via: https://in-tendhost.co.uk/Sheffield

Tenders or requests to participate must be submitted to the abovementioned address

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: https://in-tendhost.co.uk/Sheffield

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

2147/LM — Investment Management Services

Reference number: 2147/LM

II.1.2)Main CPV code

66100000

II.1.3)Type of contract

Services

II.1.4)Short description:

The University invites tenders for the provision of Investment Management Services. Tenders are invited for a contract to commence 1.8.2019 for an initial period of 3 years with the option to extend for a further 2 periods each of 1 year. The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds. Tender Process and Documentation: This is a OJEU Restricted exercise. The SQ and ITT can be downloaded by registering and expressing your interest on the University’s e-tendering system https://in-tendhost.co.uk/Sheffield Closing date for receipt of SQ bid: 5.3.2019 at 12:00 noon (UK time). Estimated closing date for receipt of ITT bid: April 2019 (exact details to be advised if successful).

II.1.5)Estimated total value

Value excluding VAT: 525 000.00 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)

66100000

II.2.3)Place of performance

NUTS code: UKE32

Main site or place of performance:

II.2.4)Description of the procurement:

The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Quality / Weighting: 75 %

Cost criterion – Name: Price / Weighting: 25 %

II.2.6)Estimated value

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

Start: 01/08/2019

End: 31/07/2022

This contract is subject to renewal: no

II.2.9)Information about the limits on the number of candidates to be invited

II.2.10)Information about variants

Variants will be accepted: yes

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:

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

Restricted 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: yes

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: 05/03/2019

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

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

High Court of England, Wales and Northern Ireland
London
United Kingdom

VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

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

VI.5)Date of dispatch of this notice:

08/02/2019