University of Bath has published this notice through Delta eSourcing
Notice Summary |
---|
Title: | Financial Advisor Services |
Notice type: | Contract Award Notice |
Authority: | University of Bath |
Nature of contract: | Services |
Procedure: | Open |
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. |
Published: | 27/09/2021 11:17 |
View Full Notice
Section I: Contracting Authority
I.1) Name, Addresses and Contact Point(s):
University of Bath
Claverton Down, Bath, BA2 7AY, United Kingdom
Tel. +44 1225387454, Email: gd329@bath.ac.uk
Contact: Greg Derrick
Main Address: www.delta-esourcing.com
NUTS Code: UKK
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: Financial Advisor Services
Reference number: Not Provided
II.1.2) Main CPV code:
66171000 - Financial consultancy services.
II.1.3) Type of contract: SERVICES
II.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.
II.1.6) Information about lots
This contract is divided into lots: No
II.1.7) Total value of the procurement (excluding VAT)
Lowest offer: 40,000 / Highest offer:328,000
Currency:GBP
II.2) Description
II.2.2) Additional CPV code(s):
Not Provided
II.2.3) Place of performance
Nuts code:
UKK - SOUTH WEST (ENGLAND)
Main site or place of performance:
SOUTH WEST (ENGLAND)
II.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.
II.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
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: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/BU237449RP
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: 2021/S 222-333333
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: Yes
Section V: Award of contract
Award Of Contract (No.1)
Contract No: Not Provided
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: 23/07/2021
V.2.2) Information about tenders
Number of tenders received: 8
Number of tenders received from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: Not Provided
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: No
Contractor (No.1)
Mercer Limited, 00984275
1 TOWER PLACE WEST, TOWER PLACE, LONDON, EC3R 5BU, United Kingdom
NUTS Code: UKI
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: 40,000
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: 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
VI.4) Procedures for review
VI.4.1) Review body
University of Bath
Claverton Down, Bath, BA2 7AY, United Kingdom
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
Not Provided
VI.5) Date of dispatch of this notice: 27/09/2021