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Contract Award Notice

Financial Advisor Services

  • First published: 28 September 2021
  • Last modified: 28 September 2021

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:
Published by:
University of Bath
Authority ID:
AA20775
Publication date:
28 September 2021
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The University of Bath is seeking an investment adviser and you have been invited to

tender for the role.

The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

University of Bath

Claverton Down

Bath

BA2 7AY

UK

Contact person: Greg Derrick

Telephone: +44 1225387454

E-mail: gd329@bath.ac.uk

NUTS: UKK

Internet address(es)

Main address: www.delta-esourcing.com

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

Financial Advisor Services

II.1.2) Main CPV code

66171000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The University of Bath is seeking an investment adviser.

The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Lowest offer: 40 000.00  GBP/ Highest offer: 328 000.00  GBP

II.2) Description

II.2.3) Place of performance

NUTS code:

UKK


Main site or place of performance:

SOUTH WEST (ENGLAND)

II.2.4) Description of the procurement

The University of Bath is seeking an investment adviser and you have been invited to

tender for the role.

The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.

II.2.5) Award criteria

Quality criterion: Experience / Weighting: 20

Quality criterion: Service Quality / Weighting: 15

Quality criterion: Service Delivery / Weighting: 50

Cost criterion: Price / Weighting: 15

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/BU237449RP

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

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

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2021/S 222-333333

IV.2.9) Information about termination of call for competition in the form of a prior information notice

The contracting authority will not award any further contracts based on the above prior information notice

Section V: Award of contract

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

23/07/2021

V.2.2) Information about tenders

Number of tenders received: 8

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Mercer Limited

00984275

1 TOWER PLACE WEST, TOWER PLACE

LONDON

EC3R 5BU

UK

NUTS: UKI

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 400 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

To view this notice, please click here:

https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=628516212

GO Reference: GO-2021927-PRO-18975498

VI.4) Procedures for review

VI.4.1) Review body

University of Bath

Claverton Down

Bath

BA2 7AY

UK

VI.5) Date of dispatch of this notice

27/09/2021

Coding

Commodity categories

ID Title Parent category
66171000 Financial consultancy services Financial consultancy, financial transaction processing and clearing-house 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:
gd329@bath.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

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Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.