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02 Contract Notice

Investment Manager Services

  • First published: 17 December 2019
  • Last modified: 17 December 2019

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-098019
Published by:
Cardiff University
Authority ID:
AA0258
Publication date:
17 December 2019
Deadline date:
16 January 2020
Notice type:
02 Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

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. CPV: 66100000, 66100000, 66120000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Cardiff University

Procurement Services, McKenzie House, 30-36 Newport Road

Cardiff

CF24 0DE

UK

Contact person: Ben McGirr

Telephone: +44 2920879648

E-mail: mcgirrb1@cardiff.ac.uk

NUTS: UKL

Internet address(es)

Main address: http://www.cardiff.ac.uk/business/why-work-with-us/for-suppliers

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0258

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 sent electronically to:

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.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

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.2.7) 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.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

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.2) Conditions related to the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Restricted procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

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

EN

CY

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)

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

Cardiff University

Procurement Services, McKenzie House, 30-36 Newport Road

Cardiff

CF24 0DE

UK

Telephone: +44 2920879648

Internet address(es)

URL: http://www.cardiff.ac.uk/business/why-work-with-us/for-suppliers

VI.5) Date of dispatch of this notice

16/12/2019

Coding

Commodity categories

ID Title Parent category
66100000 Banking and investment services Financial and insurance services
66120000 Investment banking services and related services Banking and investment services

Delivery locations

ID Description
1022 Cardiff and Vale of Glamorgan

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
17 December 2019
Deadline date:
16 January 2020 00:00
Notice type:
02 Contract Notice
Authority name:
Cardiff University
Publication date:
31 July 2020
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Cardiff University

About the buyer

Main contact:
mcgirrb1@cardiff.ac.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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