Section one: Contracting authority
one.1) Name and addresses
Queen's University Belfast
Purchasing Office, University Road
Belfast
BT7 1NN
Telephone
+44 2890973026
Country
United Kingdom
NUTS code
UKN06 - Belfast
Internet address(es)
Main address
Buyer's address
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://www.in-tendhost.com/queensuniversitybelfast/aspx/Home
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.in-tendhost.com/queensuniversitybelfast/aspx/Home
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
QUB/2340/22 Independent Investment Advisory Service
Reference number
QUB/2340/22
two.1.2) Main CPV code
- 66100000 - Banking and investment services
two.1.3) Type of contract
Services
two.1.4) Short description
Queen's University Belfast is seeking tenders from competent and experienced Independent Investment Advisors to support the University and its Investment Committee in development of a holistic Investment Strategy in support of the delivery of Strategy 2030. Economic Operators must be authorised to provide investment advisory services within Northern Ireland and demonstrate that they can provide such services in accordance with the relevant professional standards.
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
two.2.3) Place of performance
NUTS codes
- UKN06 - Belfast
two.2.4) Description of the procurement
The University is seeking tenders from competent and experienced Independent Investment Advisors to support the University and its Investment Committee in development of a holistic Investment Strategy in support of the delivery of Strategy 2030. Economic Operators must be authorised to provide investment advisory services within Northern Ireland and demonstrate that they can provide such services in accordance with the relevant professional standards.The contract will be for an initial period of 4 years with options to extend by up to a further 36 months.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
Yes
Description of renewals
The contract may be subject to renewal subject to satisfactory performance during the initial 4 year period plus any options to extend that may be exercised
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
The contract is for a period of 4 years with options to extend by up to a further 36 months.
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 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
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
21 December 2022
Local time
4:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.7) Conditions for opening of tenders
Date
21 December 2022
Local time
4:30pm
Place
Queen's University Belfast
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: Yes
Estimated timing for further notices to be published: 66 months
six.4) Procedures for review
six.4.1) Review body
Queen's University Belfast
Belfast
Country
United Kingdom