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UK-Dundee: banking and investment services

Request For Proposals

General Information
Country:   United Kingdom
City/Locality:   DUNDEE
Notice/Contract Number:   eu:224924-2009
Publication Date:   Aug 13, 2009
Deadline:   Sep 25, 2009
Buyer:   UNIVERSITY OF DUNDEE
Original Language:   English

Contact Information
Address:   UNIVERSITY OF DUNDEE
DUNDEE, Angus and Dundee City
United Kingdom
Web Site:   www.dundee.ac.uk

Goods, Works and Services

 

Summary

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Notice Type: 2210 - Contract notice
Regulation of Procurement: European Communities, with participation by GPA countries
EU Official Journal Publication: 154/2009, #224924-2009
Contract Nature: Service contract
Procedure Type: Open procedure
Type of Bid Required: Global tender
Awarding Criteria: The most economic tender

Original Text

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CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): University of Dundee,
Procurement Office, Caird Cottage, 170 Nethergate, Contact: Procurement
Office, Attn: Lisa Campbell, UK-Dundee DD1 4HN. Tel. +44 1382386813.
E-mail: l.y.campbell@dundee.ac.uk. Fax +44 1382386688.
Internet address(es):
General address of the contracting authority: www.dundee.ac.uk.
Address of the buyer profile: http://publiccontractsscotland.gov.uk/search/
Search_AuthProfile.aspx?ID=AA00105.
Further information can be obtained at: As in above-mentioned contact
point(s).
Specifications and additional documents (including documents for
competitive dialogue and a dynamic purchasing system) can be obtained at:
University of Dundee, Procurement Office, Caird Cottage, 170 Nethergate,
Contact: Documents are downloadable from Public Contract Scotland website,
Attn: Lisa Campbell, UK-Dundee DD1 4HN. Tel. +44 1382386813. URL:
www.publiccontractsscotland.gov.uk.
Tenders or requests to participate must be sent to: University of Dundee,
Finance Office, Nethergate, Contact: Finance, Attn: Director of Finance,
UK-Dundee DD1 4HN. Tel. +44 1382386813. Fax +44 1382386688. URL:
www.dundee.ac.uk.
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
Body governed by public law.
Education.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
Provision of Investment Management Services for Endowment Funds.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 6.
Main place of performance: University of Dundee.
NUTS code: UKM21.
II.1.3) The notice involves: A public contract.
II.1.5) Short description of the contract or purchase(s): The tenderer is
required to provide the University with advice on its investment strategy
including asset allocation and the selection of appropriate investments.
The tenderer will also be required to manage the fund with the aim of
maximising asset value whilst at the same time delivering a sustainable
and consistent income flow.
Note: To register your interest in this notice and obtain any additional
information please visit the Public Contracts Scotland Web Site at
http://www.publiccontractsscotland.gov.uk/Search/
Search_Switch.aspx?ID=165530.
II.1.6) Common procurement vocabulary (CPV): 66100000, 66120000,
66000000, 66171000, 79412000.
II.1.7) Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.1.8) Division into lots: No.
II.1.9) Variants will be accepted: Yes.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: The Contract is to run for 3 years with
the possibility of up to 12 months extension.
II.2.2) Options: No.
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Duration in
months: 36 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.1) Deposits and guarantees required: None.
III.1.2) Main financing conditions and payment arrangements and/or
reference to the relevant provisions regulating them: Delivery Payment.
III.1.3) Legal form to be taken by the group of economic operators to
whom the contract is to be awarded: Each member is to be jointly and
severally liable.
III.1.4) Other particular conditions to which the performance of the
contract is subject: Yes.
Interested Parties must demonstrate their ability to fulfill the
University's requirements as set out in the Scope of Works.
III.2) CONDITIONS FOR PARTICIPATION
III.2.1) Personal situation of economic operators, including requirements
relating to enrolment on professional or trade registers: Information and
formalities necessary for evaluating if requirements are met: (1) All
candidates must comply with the requirements of the State in which they
are established, regarding registration on the professional or trade
register;
(2) Any candidate found to be guilty of serious misrepresentation in
providing any information required, may be declared ineligible and not
selected to continue with this procurement process;
(3) All candidates will have to demonstrate that they are licensed, or a
member of the relevant organisation, in the State where they are
established, when the law of that State prohibits the provision of the
services, described in this notice, by a person who is not so licensed or
who is not a member of the relevant organisation.
Other relevant information as requested in the Invitation to Tender.
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: (1) All candidates will
be required to provide evidence of relevant professional risk indemnity
insurance.
Other relevant information as requested in the Invitation to Tender.
III.2.3) Technical capacity: Information and formalities necessary for
evaluating if requirements are met:
(1) Details of the educational and professional qualifications of their
managerial staff; and those of the person(s) who would be responsible for
providing the services or carrying out the work or works under the
contract;
(2) A check may be carried out by the contracting authority or by a
competent official body of the State in which the candidate is
established, to verify the technical capacity of the candidate; and if
relevant, on the candidates study and research facilities and quality
control measures;
Other relevant information as requested in the Invitation to Tender.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.2) Legal entities should indicate the names and professional
qualifications of the staff responsible for the execution of the service:
Yes.
SECTION IV: PROCEDURE
IV.1) TYPE OF PROCEDURE
IV.1.1) Type of procedure: Open.
IV.2) AWARD CRITERIA
IV.2.1) Award criteria: The most economically advantageous tender in
terms of the criteria stated in the specifications, in the invitation to
tender or to negotiate or in the descriptive document.
IV.2.2) An electronic auction will be used: No.
IV.3) ADMINISTRATIVE INFORMATION
IV.3.1) File reference number attributed by the contracting authority:
SC105.
IV.3.3) Conditions for obtaining specifications and additional documents
or descriptive document: Time limit for receipt of requests for documents
or for accessing documents: 11.9.2009.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
25.9.2009 - 13:00.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.7) Minimum time frame during which the tenderer must maintain the
tender: Duration in month(s): 3 (from the date stated for receipt of
tender).
IV.3.8) Conditions for opening tenders: Date: 25.9.2009 - 13:00.
Place: University of Dundee.
Persons authorised to be present at the opening of tenders: yes.
3 Officers from the University of Dundee Finance Department.
SECTION VI: COMPLEMENTARY INFORMATION
VI.3) ADDITIONAL INFORMATION: Tender Documentation is available for
download by registering at www.publiccontractsscotland.gov.uk.
Any queries relating to this requirement should be posted using the Q&A
link on www.publiccontractsscotland.gov.uk.
Interested parties should ensure that any queries are anonymised as
University responses shall be sent to all Interested Parties, along with
the original query.
(SC Ref:165530).
VI.4) PROCEDURES FOR APPEAL
VI.4.1) Body responsible for appeal procedures: University of Dundee, As
before, UK-Dundee DD1 4HN.
VI.5) DATE OF DISPATCH OF THIS NOTICE: 11.8.2009.
Please note that this notice is for your information only.
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