Award

2147/LM - Investment Manager Services.

UNIVERSITY OF SHEFFIELD

This public procurement record has 2 releases in its history.

Award

13 Aug 2019 at 15:02

Award Notice
Tender

08 Feb 2019 at 09:58

Tender Notice
Summary of the contracting process

The University of Sheffield is inviting tenders for the provision of Investment Manager Services, with the contract commencing on 1st August 2019 for an initial period of three years, and potential extensions for up to two additional years. This OJEU Restricted tender process is currently in the award stage, with an estimated contract value of £525,000. The deadline for submitting the selection questionnaire (SQ) was 5th March 2019, and the invitation to tender (ITT) is expected to close in April 2019.

This tender offers significant opportunities for businesses specialising in investment management services, particularly for small and medium-sized enterprises (SMEs). Companies in the financial services sector, especially those with expertise in managing permanent and expendable endowed funds, would be well-suited to compete for this contract. Engaging with the University of Sheffield not only opens doors for fruitful collaborations but also allows businesses to establish a foothold in the public sector, fostering growth and expanding their market reach.

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Notice Information

Notice Title

2147/LM - Investment Manager Services.

Notice Description

The University invites tenders for the provision of Investment Management Services. Tenders are invited for a contract to commence 1st August 2019 for an initial period of three years with the option to extend for a further two periods each of one year. The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds. The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. Tender Process and Documentation: This is a OJEU Restricted exercise. The SQ & ITT can be downloaded by registering and expressing your interest on the University's e-tendering system https://in-tendhost.co.uk/Sheffield If you have any questions or comments in relation to this tender, they must be submitted via the In-tend System. Your tender response must also be submitted through InTend to arrive by the dates and times specified. Late tenders will not be considered. Closing date for receipt of SQ bid: 5th March 2019 at 12 noon (UK time). Estimated closing date for receipt of ITT bid: April 2019 (exact details to be advised if successful). Additional information: This is a OJEU Restricted exercise. The SQ & ITT can be downloaded by registering and expressing your interest on the University's e-tendering system https://in-tendhost.co.uk/Sheffield If you have any questions or comments in relation to this tender, they must be submitted via the In-tend System. Your tender response must also be submitted through InTend to arrive by the dates and times specified. Late tenders will not be considered.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/ff83f995-e515-4dc5-8748-31ba44c2199d
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure (above threshold)
Tender Suitability
SME
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

Notice Value(s)

Tender Value
£525,000 £500K-£1M
Lots Value
Not specified
Awards Value
£525,000 £500K-£1M
Contracts Value
Not specified

Notice Dates

Publication Date
13 Aug 20196 years ago
Submission Deadline
5 Mar 2019Expired
Future Notice Date
Not specified
Award Date
1 Aug 20196 years ago
Contract Period
31 Aug 2019 - 31 Aug 2022 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF SHEFFIELD
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
SHEFFIELD
Postcode
S10 2TN
Post Town
Sheffield
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE3 South Yorkshire
Small Region (ITL 3)
TLE32 Sheffield
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Sheffield
Electoral Ward
Broomhill and Sharrow Vale
Westminster Constituency
Sheffield Central

Supplier Information

Number of Suppliers
1
Supplier Name

SARASIN & PARTNERS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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