Investment Manager Services Tender – Cardiff

Investment Manager Services Tender – Cardiff

The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.

United Kingdom-Cardiff: Banking and investment services

2019/S 243-597805

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Cardiff University
Postal address: Procurement Services, McKenzie House, 30-36 Newport Road
Town: Cardiff
NUTS code: UKL
Postal code: CF24 0DE
Country: United Kingdom
Contact person: Ben McGirr
E-mail: mcgirrb1@cardiff.ac.uk
Telephone: +44 2920879648
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/cardiffuniversity/aspx/Home
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://in-tendhost.co.uk/cardiffuniversity/aspx/Home

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:

Investment Manager Services

Reference number: CU.318.BM

II.1.2)Main CPV code

66100000

II.1.3)Type of contract

Services

II.1.4)Short description:

The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.

This investment manager tender is for the public equity and cash elements only; the University already has the private equity (known as tranche 1) in place.

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
66120000

II.2.3)Place of performance

NUTS code: UKL22

II.2.4)Description of the procurement:

The University wishes to appoint investment managers for the public equity and cash element of the University’s Bond Repayment Fund.

This investment manager tender is for the public equity and cash elements only; the University already has the private equity (known as tranche 1) in place.

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: 36
This contract is subject to renewal: yes
Description of renewals:

The contract will be let for an initial period of 3 years, with the option, at the discretion of the University to extend in 1 year increments, up to a maximum total contract period of 10 years.

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

Envisaged minimum number: 5

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

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
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: 16/01/2020
Local time: 12:00

IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 31/01/2020

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

English, Welsh

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

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

Under the terms of this contract the successful supplier(s) will be required to deliver community benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The community benefits included in this contract are:

See ITT document.

(WA Ref:98019)

VI.4)Procedures for review

VI.4.1)Review body

Official name: Cardiff University
Postal address: Procurement Services, McKenzie House, 30-36 Newport Road
Town: Cardiff
Postal code: CF24 0DE
Country: United Kingdom
Telephone: +44 2920879648Internet address: http://www.cardiff.ac.uk/business/why-work-with-us/for-suppliers
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

16/12/2019