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Contract Notice

The Appointment of Treasury Advisors and Approved Fund Managers

  • First published: 26 January 2023
  • Last modified: 26 January 2023
  • Version: N/A
  • This file may not be fully accessible.

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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)

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Contents

Summary

OCID:
ocds-h6vhtk-039a89
Published by:
University of Huddersfield
Authority ID:
AA21470
Publication date:
26 January 2023
Deadline date:
24 February 2023
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

You are invited by the University of Huddersfield to submit a tender for the Appointment of Treasury Advisors and Approved Fund Managers.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

University of Huddersfield

UNIVERSITY OF HUDDERSFIELD QUEENSGATE, Queensgate

Huddersfield

HD1 3DH

UK

Contact person: Alex Carter

Telephone: +44 1484256515

E-mail: a.j.carter2@hud.ac.uk

NUTS: UK

Internet address(es)

Main address: www.hud.ac.uk

Address of the buyer profile: www.hud.ac.uk

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://www.delta-esourcing.com/tenders/UK-UK-Huddersfield:-Financial-and-insurance-services./4XQ9A5N293


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent 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://www.delta-esourcing.com/tenders/UK-title/4XQ9A5N293


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

The Appointment of Treasury Advisors and Approved Fund Managers

Reference number: HUD-FIN-016

II.1.2) Main CPV code

66000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

You are invited by the University of Huddersfield to submit a tender for the Appointment of Treasury Advisors and Approved Fund Managers.

II.1.5) Estimated total value

Value excluding VAT: 10 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKE


Main site or place of performance:

YORKSHIRE AND THE HUMBER

II.2.4) Description of the procurement

You are invited by the University of Huddersfield to submit a tender for the Appointment of Treasury Advisors and Approved Fund Managers.

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

Value excluding VAT: 10 000 000.00  GBP

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 period for this agreement is 3 years, plus the option to extend it for a further 3 24-month periods, subject to continued demand, satisfactory performance, and pricing. Meaning the contract length is up to a maximum of 9 years.

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: 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

II.2.14) Additional information

To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/4XQ9A5N293

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

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure - Accelerated procedure

Justification:

n/a

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2023/S 000-000000

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 24/02/2023

Local time: 12:00

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

EN

IV.2.7) Conditions for opening of tenders

Date: 24/02/2023

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

For more information about this opportunity, please visit the Delta eSourcing portal at:

<a href="https://www.delta-esourcing.com/tenders/UK-UK-Huddersfield:-Financial-and-insurance-services./4XQ9A5N293" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Huddersfield:-Financial-and-insurance-services./4XQ9A5N293</a>

To respond to this opportunity, please click here:

<a href="https://www.delta-esourcing.com/respond/4XQ9A5N293" target="_blank">https://www.delta-esourcing.com/respond/4XQ9A5N293</a>

GO Reference: GO-2023125-PRO-21979281

VI.4) Procedures for review

VI.4.1) Review body

University of Huddersfield

Queensgate

Huddersfield

HD1 3DH

UK

Telephone: +44 1484471746

E-mail: procurement@hud.ac.uk

VI.5) Date of dispatch of this notice

25/01/2023

Coding

Commodity categories

ID Title Parent category
66000000 Financial and insurance services Finance and Related Services

Delivery locations

ID Description
100 UK - All

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.

About the buyer

Main contact:
a.j.carter2@hud.ac.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.