Notice Information
Notice Title
Financial Advisor Services
Notice 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.
Lot Information
Lot 1
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. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/BU237449RP
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-02a950
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/008671-2021
- Current Stage
- Tender
- All Stages
- Tender
Procurement Classification
- Notice Type
- Tender Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66171000 - Financial consultancy services
Notice Value(s)
- Tender Value
- £50,000 Under £100K
- Lots Value
- £50,000 Under £100K
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 22 Apr 20214 years ago
- Submission Deadline
- 25 May 2021Expired
- Future Notice Date
- Not specified
- Award Date
- Not specified
- Contract Period
- 21 Jun 2021 - 30 Apr 2031 Over 5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Active
- Lots Status
- Active
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- UNIVERSITY OF BATH
- Contact Name
- Greg Derrick
- Contact Email
- gd329@bath.ac.uk
- Contact Phone
- +44 1225387454
Buyer Location
- Locality
- BATH
- Postcode
- BA2 7AY
- Post Town
- Bath
- Country
- England
-
- Major Region (ITL 1)
- TLK South West (England)
- Basic Region (ITL 2)
- TLK5 West of England
- Small Region (ITL 3)
- TLK52 Bath & North East Somerset and South Gloucestershire
- Delivery Location
- TLK South West (England)
-
- Local Authority
- Bath and North East Somerset
- Electoral Ward
- Bathwick
- Westminster Constituency
- Bath
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
{
"tag": [
"compiled"
],
"id": "ocds-h6vhtk-02a950-2021-04-22T18:25:02+01:00",
"date": "2021-04-22T18:25:02+01:00",
"ocid": "ocds-h6vhtk-02a950",
"description": "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. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Bath:-Financial-consultancy-services./BU237449RP To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/BU237449RP GO Reference: GO-2021422-PRO-18123527",
"initiationType": "tender",
"tender": {
"id": "ocds-h6vhtk-02a950",
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"title": "Financial Advisor Services",
"status": "active",
"classification": {
"scheme": "CPV",
"id": "66171000",
"description": "Financial consultancy services"
},
"mainProcurementCategory": "services",
"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.",
"value": {
"amount": 50000,
"currency": "GBP"
},
"lots": [
{
"id": "1",
"description": "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. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/BU237449RP",
"value": {
"amount": 50000,
"currency": "GBP"
},
"contractPeriod": {
"startDate": "2021-06-22T00:00:00+01:00",
"endDate": "2031-04-30T23:59:59+01:00"
},
"hasRenewal": false,
"submissionTerms": {
"variantPolicy": "allowed"
},
"hasOptions": false,
"status": "active"
}
],
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"region": "UKK"
}
],
"deliveryLocation": {
"description": "SOUTH WEST (ENGLAND)"
},
"relatedLot": "1"
}
],
"submissionMethod": [
"electronicSubmission",
"written"
],
"submissionMethodDetails": "https://www.delta-esourcing.com/tenders/UK-title/BU237449RP",
"documents": [
{
"id": "economic",
"documentType": "economicSelectionCriteria"
},
{
"id": "technical",
"documentType": "technicalSelectionCriteria"
}
],
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"tenderPeriod": {
"endDate": "2021-05-25T14:00:00+01:00"
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"durationInDays": 90
}
},
"awardPeriod": {
"startDate": "2021-05-25T14:00:00+01:00"
},
"bidOpening": {
"date": "2021-05-25T14:00:00+01:00"
},
"hasRecurrence": false,
"contractTerms": {
"hasElectronicOrdering": true,
"electronicInvoicingPolicy": "allowed",
"hasElectronicPayment": true
}
},
"parties": [
{
"id": "GB-FTS-13912",
"name": "University of Bath",
"identifier": {
"legalName": "University of Bath"
},
"address": {
"streetAddress": "Claverton Down",
"locality": "Bath",
"region": "UKK",
"postalCode": "BA2 7AY",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Greg Derrick",
"telephone": "+44 1225387454",
"email": "gd329@bath.ac.uk",
"url": "https://www.delta-esourcing.com/tenders/UK-UK-Bath:-Financial-consultancy-services./BU237449RP"
},
"roles": [
"buyer",
"reviewBody"
],
"details": {
"url": "http://www.delta-esourcing.com",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "BODY_PUBLIC",
"description": "Body governed by public law"
},
{
"scheme": "COFOG",
"id": "09",
"description": "Education"
}
]
}
}
],
"buyer": {
"id": "GB-FTS-13912",
"name": "University of Bath"
},
"language": "en"
}