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Contract Notice

3960.PS.LWM.23 Investment Manager Services

  • First published: 12 January 2024
  • Last modified: 12 January 2024
  • 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-042c0f
Published by:
University of Sheffield
Authority ID:
AA20643
Publication date:
12 January 2024
Deadline date:
12 February 2024
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year.The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.Investments currently managed by the University’s Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. Tender Process and Documentation:This is an FTS Restricted tender exercise. The ITT can be downloaded by registering and expressing your interest on the University`s e-tendering system https://in-tendhost.co.uk/SheffieldIf you have any questions or comments in relation to this tender, they must be submitted via the In-Tend System.Your tender response must also be submitted through In-Tend to arrive by the date and time specified. Late tenders will not be considered.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

University of Sheffield

Procurement Office, Arts Tower, Western Bank

Sheffield

S10 2TN

UK

E-mail: l.w.marsden@sheffield.ac.uk

NUTS: UKE32

Internet address(es)

Main address: www.in-tendhost.co.uk/sheffield

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 sent electronically to:

https://in-tendhost.co.uk/Sheffield


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://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

3960.PS.LWM.23 Investment Manager Services

Reference number: 3960.PS.LWM.23

II.1.2) Main CPV code

66100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year.The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.Investments currently managed by the University’s Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend.

II.1.5) Estimated total value

Value excluding VAT: 1 100 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66100000

66120000

II.2.3) Place of performance

NUTS code:

UKE32


Main site or place of performance:

II.2.4) Description of the procurement

The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year.The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.Investments currently managed by the University’s Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. Tender Process and Documentation:This is an FTS Restricted tender exercise. The ITT can be downloaded by registering and expressing your interest on the University`s e-tendering system https://in-tendhost.co.uk/SheffieldIf you have any questions or comments in relation to this tender, they must be submitted via the In-Tend System.Your tender response must also be submitted through In-Tend to arrive by the date and time specified. Late tenders will not be considered.

II.2.5) Award criteria

Criteria below:

Quality criterion: Quality / Weighting: 75%

Price / Weighting:  25%

II.2.6) Estimated value

Value excluding VAT: 1 100 000.00  GBP

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

Duration in months: 36

This contract is subject to renewal: 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.2.13) 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.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: 12/02/2024

Local time: 13:00

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

EN

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: Yes

VI.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

VI.4) Procedures for review

VI.4.1) Review body

High Court of England, Wales and Northern Ireland

London

UK

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

VI.5) Date of dispatch of this notice

10/01/2024

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
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:
l.w.marsden@sheffield.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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