Section one: Contracting authority
one.1) Name and addresses
University of Bath
Claverton Down
Bath
BA2 7AY
Contact
Greg Derrick
Telephone
+44 1225387454
Country
United Kingdom
NUTS code
UKK - South West (England)
Internet address(es)
Main address
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
Financial Advisor Services
two.1.2) Main CPV code
- 66171000 - Financial consultancy services
two.1.3) Type of contract
Services
two.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.
two.1.6) Information about lots
This contract is divided into lots: No
two.1.7) Total value of the procurement (excluding VAT)
Lowest offer: £40,000 / Highest offer: £328,000 taken into consideration
two.2) Description
two.2.3) Place of performance
NUTS codes
- UKK - South West (England)
Main site or place of performance
SOUTH WEST (ENGLAND)
two.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.
two.2.5) Award criteria
Quality criterion - Name: Experience / Weighting: 20
Quality criterion - Name: Service Quality / Weighting: 15
Quality criterion - Name: Service Delivery / Weighting: 50
Cost criterion - Name: Price / Weighting: 15
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/BU237449RP
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: No
four.2) Administrative information
four.2.1) Previous publication concerning this procedure
Notice number: 2021/S 222-333333
four.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 five. Award of contract
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
23 July 2021
five.2.2) Information about tenders
Number of tenders received: 8
The contract has been awarded to a group of economic operators: No
five.2.3) Name and address of the contractor
Mercer Limited
1 TOWER PLACE WEST, TOWER PLACE
LONDON
EC3R 5BU
Country
United Kingdom
NUTS code
- UKI - London
National registration number
00984275
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £40,000
Total value of the contract/lot: £400,000
Section six. Complementary information
six.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
six.4) Procedures for review
six.4.1) Review body
University of Bath
Claverton Down
Bath
BA2 7AY
Country
United Kingdom