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UK-Leeds: financial and insurance services

Request For Proposals

General Information
Country:   United Kingdom
City/Locality:   LEEDS
Notice/Contract Number:   eu:303995-2009
Publication Date:   Nov 2, 2009
Deadline:   Nov 9, 2009
Buyer:   UNIVERSITY OF LEEDS
Original Language:   English

Contact Information
Address:   UNIVERSITY OF LEEDS
LEEDS, Leeds
United Kingdom
Web Site:   https://in-tendhost.co.uk/universityofleeds/

Goods, Works and Services

 

Summary

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Notice Type: 2230 - Contract notice
Regulation of Procurement: European Communities, with participation by GPA countries
EU Official Journal Publication: 211/2009, #303995-2009
Contract Nature: Service contract
Procedure Type: Accelerated restricted 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 Leeds, 3
Cavendish Road, UK-Leeds LS1 9JT. E-mail: centralpurchasing@leeds.ac.uk.
Fax +44 1133432991.
Internet address(es):
General address of the contracting authority:
https://in-tendhost.co.uk/universityofleeds/.
Address of the buyer profile: https://in-tendhost.co.uk/universityofleeds/
.
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:
As in above-mentioned contact point(s).
Tenders or requests to participate must be sent to: As in above-mentioned
contact point(s).
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
Body governed by public law.
Education.
The contracting authority is purchasing on behalf of other contracting
authorities: no.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
Property fund management.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 6.
NUTS code: UKE42.
II.1.3) The notice involves: A public contract.
II.1.5) Short description of the contract or purchase(s): The Trustees of
the University of Leeds Pension and Assurance Scheme (PAS) are considering
investing up to around 20 000 000 GBP into a pooled property fund which
invests predominately in UK commercial property and invites expressions of
interest from investment managers.
II.1.6) Common procurement vocabulary (CPV): 66000000.
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: No.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: A 5 year contract.
II.2.2) Options: Yes.
Description of these options: An option to extend for a further 3 years at
the discretion of the Trustees and subject to satisfactory performance.
Provisional timetable for recourse to these options: in months: 60 (from
the award of the contract).
Number of possible renewals: 2
in the case of renewable supplies or service contracts, estimated
timeframe for subsequent contracts: in months: 36 (from the award of the
contract).
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Duration in
months: 60 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.3) Legal form to be taken by the group of economic operators to
whom the contract is to be awarded: Group or joint bidders shall be
jointly and severally liable.
III.1.4) Other particular conditions to which the performance of the
contract is subject: No.
III.2) CONDITIONS FOR PARTICIPATION
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: Last 3 years accounts.
A indication of the range of your fee scale.
III.2.3) Technical capacity: Information and formalities necessary for
evaluating if requirements are met:
Last 3 years performance.
Minimum level(s) of standards possibly required:
Evidence that the bidder is currently managing a pooled property fund in
excess of 250 000 000 GBP.
III.2.4) Reserved contracts: No.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.1) Execution of the service is reserved to a particular profession:
No.
III.3.2) Legal entities should indicate the names and professional
qualifications of the staff responsible for the execution of the service:
No.
SECTION IV: PROCEDURE
IV.1) TYPE OF PROCEDURE
IV.1.1) Type of procedure: Accelerated restricted.
Justification for the choice of accelerated procedure: The EU Commissions
recognition of the need for accelerated procurement procedures as
requested by the European Council in its conclusions of 12 December when
the European Council invited the Commission to adopt a number of measures
in response to the financial crisis.
IV.1.2) Limitations on the number of operators who will be invited to
tender or to participate: Envisaged number of operators 6
Objective criteria for choosing the limited number of candidates: Company
stability.
Managing a pooled fund in excess of 250 000 000 GBP.
Last 3 years performance.
Competitive fee scale.
IV.1.3) Reduction of the number of operators during the negotiation or
dialogue: Recourse to staged procedure to gradually reduce the number of
solutions to be discussed or tenders to be negotiated no.
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:
VA/877.
IV.3.2) Previous publication(s) concerning the same contract: No.
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: 9.11.2009 - 12:00.
Payable documents: no.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
9.11.2009 - 09:00.
IV.3.5) Date of dispatch of invitations to tender or to participate to
selected candidates: 13.9.2009.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.8) Conditions for opening tenders: Persons authorised to be present
at the opening of tenders: no.
SECTION VI: COMPLEMENTARY INFORMATION
VI.1) THIS IS A RECURRENT PROCUREMENT: No.
VI.2) CONTRACT RELATED TO A PROJECT AND/OR PROGRAMME FINANCED BY EU
FUNDS: No.
VI.4) PROCEDURES FOR APPEAL
VI.4.2) Lodging of appeals: Precise information on deadline(s) for
lodging appeals: This authority will incorporate a minimum 10 calendar day
standstill period at the point information on the award of the contract is
communicated to tenderers. This period allows unsuccessful tenderers to
seek further debriefing from the contracting authority before the contract
is entered into. Applicants have two working days from notification of the
award decision to request additional debriefing and that information has
to be provided a minimum of 3 working days before expiry of the standstill
period. Such additional information should be requested from the address
in section 1.1.
If an appeal regarding the award of a contract has not been successfully
resolved the Public Contracts Regulations 2006 provide for aggrieved
parties who have been harmed or are at risk of harm by a breach of the
rules to take action in the High Court (England, Wales and Northern
Ireland). Any such action must be brought promptly (generally within 3
months). Where a contract has not been entered into the court may order
the settling aside of the award decision or order the authority to amend
any document and may award damages. If the contract has been entered into
the court may only award damages.
VI.5) DATE OF DISPATCH OF THIS NOTICE: 29.10.2009.
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