Tender

The Appointment of Treasury Advisors and Approved Fund Managers

  • University of Huddersfield

F02: Contract notice

Notice identifier: 2023/S 000-002304

Procurement identifier (OCID): ocds-h6vhtk-039a89

Published 25 January 2023, 2:05pm



Section one: Contracting authority

one.1) Name and addresses

University of Huddersfield

UNIVERSITY OF HUDDERSFIELD QUEENSGATE, Queensgate

Huddersfield

HD1 3DH

Contact

Alex Carter

Email

a.j.carter2@hud.ac.uk

Telephone

+44 1484256515

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

www.hud.ac.uk

Buyer's address

www.hud.ac.uk

one.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 above-mentioned address

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://www.delta-esourcing.com/tenders/UK-title/4XQ9A5N293

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

The Appointment of Treasury Advisors and Approved Fund Managers

Reference number

HUD-FIN-016

two.1.2) Main CPV code

  • 66000000 - Financial and insurance services

two.1.3) Type of contract

Services

two.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.

two.1.5) Estimated total value

Value excluding VAT: £10,000,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKE - Yorkshire and the Humber
Main site or place of performance

YORKSHIRE AND THE HUMBER

two.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.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £10,000,000

two.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.

two.2.10) Information about variants

Variants will be accepted: No

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

two.2.14) Additional information

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


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents

three.2) Conditions related to the contract

three.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 four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

Accelerated procedure

Justification:

n/a

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.2.1) Previous publication concerning this procedure

Notice number: 2023/S 000-000000

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

Date

24 February 2023

Local time

12:00pm

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

English

four.2.7) Conditions for opening of tenders

Date

24 February 2023

Local time

12:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.3) Additional information

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

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

To respond to this opportunity, please click here:

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

GO Reference: GO-2023125-PRO-21979281

six.4) Procedures for review

six.4.1) Review body

University of Huddersfield

Queensgate

Huddersfield

HD1 3DH

Email

procurement@hud.ac.uk

Telephone

+44 1484471746

Country

United Kingdom