Liverpool School of Tropical Medicine: LW049 Investment Managers

UK-Liverpool: Investment banking services and related services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       Liverpool School of Tropical Medicine
       Pembroke Place, Liverpool, Liverpool, L3 5QA, United Kingdom
       Tel. +44 1517053152, Email: tenders@lstmed.ac.uk
       Contact: Procurement
       Main Address: http://www.lstmed.ac.uk/, Address of the buyer profile: http://www.lstmed.ac.uk/
       NUTS Code: UKD72

   I.2) Joint procurement:
      The contract involves joint procurement: No          
      In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
      The contract is awarded by a central purchasing body: No

   I.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Education

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: LW049 Investment Managers            
      Reference number: LW049

      II.1.2) Main CPV code:
         66120000 - Investment banking services and related services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: A contract has been awarded by LSTM for investment Manager services

      II.1.6) Information about lots
         This contract is divided into lots: No
            
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 350,000
                  
         Currency:GBP            

   II.2) Description

      II.2.2) Additional CPV code(s):
      Not Provided

      II.2.3) Place of performance
      Nuts code:
      UKD72 - Liverpool
   
      Main site or place of performance:
      Liverpool
             

      II.2.4) Description of the procurement: A contract has been awarded by LSTM Group for Investment Managers.

      II.2.5) Award criteria:
      Quality criterion - Name: Experience of managing similar portfolios / Weighting: 15
      Quality criterion - Name: Environmental, Social and Governance Considerations / Weighting: 30
      Quality criterion - Name: Service Quality / Weighting: 20
      Quality criterion - Name: Investment Advice and delivery / Weighting: 20
                  
      Cost criterion - Name: Fees / 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: Not Provided


Section IV: Procedure

IV.1) Description

   IV.1.1)Type of procedure: Open


   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: No       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the 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 OJEU: 2022/S 000-007635
      
   

   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: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: 1    
   Lot Number: Not Provided    
   Title: Not Provided

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 01/06/2022

      V.2.2) Information about tenders
         Number of tenders received: 10
         Number of tenders received from SMEs: 0 (SME - as defined in Commission Recommendation 2003/361/EC)          
         Number of tenders received from tenderers from other EU Member States: 0          
         Number of tenders received from tenderers from non-EU Member States: 10          
         Number of tenders received by electronic means: 10

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: Yes
         
         Contractor (No.1)
             Ruffer LLP, OC305288
             80 Victoria Street,, London,, Westminster,, SW1E 5JL,, United Kingdom
             Email: ajohnstone@ruffer.co.uk
             Internet address: www.ruffer.co.uk
             NUTS Code: UKI
            The contractor is an SME: No
         
         Contractor (No.2)
             abrdn Capital Limited, SC317950
             1 George Street,, Edinburgh ,, EH2 2LL,, United Kingdom
             Internet address: www.abrdn.com/discretionary
             NUTS Code: UKM75
            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: Not Provided          
         Total value of the contract/lot: 400,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=706662981

   VI.4) Procedures for review

      VI.4.1) Review body
          Liverpool School of Tropical Medicine
          Pembroke Place, Liverpool, L3 5QA, United Kingdom
          Tel. +44 1517053237

      VI.4.2) Body responsible for mediation procedures
          Liverpool School of Tropical Medicine
          Pembroke Place, Liverpool, Liverpool, L3 5QA, United Kingdom
          Tel. +44 1517053237, Email: duncan.preston@lstmed.ac.uk

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
          Liverpool School of Tropical Medicine
          Pembroke Place, Liverpool, Liverpool, L3 5QA, United Kingdom
          Tel. +44 1517053237, Email: purchasing@lstmed.ac.uk

   VI.5) Date of dispatch of this notice: 18/07/2022