Section one: Contracting authority
one.1) Name and addresses
University of Sheffield
Procurement Office, Arts Tower, Western Bank
Sheffield
S10 2TN
Country
United Kingdom
NUTS code
UKE32 - Sheffield
Internet address(es)
Main address
www.in-tendhost.co.uk/sheffield
one.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 above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://in-tendhost.co.uk/Sheffield
Tenders or requests to participate must be submitted to the above-mentioned 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
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
3960.PS.LWM.23 Investment Manager Services
Reference number
3960.PS.LWM.23
two.1.2) Main CPV code
- 66100000 - Banking and investment services
two.1.3) Type of contract
Services
two.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.
two.1.5) Estimated total value
Value excluding VAT: £1,100,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 66100000 - Banking and investment services
- 66120000 - Investment banking services and related services
two.2.3) Place of performance
NUTS codes
- UKE32 - Sheffield
two.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.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 75%
Price - Weighting: 25%
two.2.6) Estimated value
Value excluding VAT: £1,100,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
36
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Restricted procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
12 February 2024
Local time
1:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.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 six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: Yes
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
six.4) Procedures for review
six.4.1) Review body
High Court of England, Wales and Northern Ireland
London
Country
United Kingdom