Notice Information
Notice Title
Investment Advisory Services
Notice Description
The University seeks to engage a professional Investment advisor to assist the Investments Committee and staff in undertaking the duties delegated to it as outlined in its Terms of Reference for a 48 month period . Aberystwyth University currently has 159 Endowment Funds with a capital value of 40.4m. New funds are created almost annually whilst some of the original funds date back to the very inception of the University. The Endowment funds have primarily been created via a mixture of donations and bequests with the vast majority having specific conditions attached to their use. Revenue is currently used for a variety of purposes such as Scholarships, Bursaries, and Prizes for students, as well as assisting staff with their work and research through grants and awards. Over the years the Endowment Funds have also contributed towards other institutional goals such as the purchase of land, buildings, and equipment.
Lot Information
Lot 1
Aberystwyth University is seek to appoint investment advisory services for a period of 48 months.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-03783c
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/029882-2022
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66100000 - Banking and investment services
66170000 - Financial consultancy, financial transaction processing and clearing-house services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £400,000 £100K-£500K
Notice Dates
- Publication Date
- 24 Oct 20223 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- Not specified
- Award Date
- 20 Oct 20223 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- ABERYSTWYTH UNIVERSITY
- Contact Name
- Not specified
- Contact Email
- pad47@aber.ac.uk
- Contact Phone
- +44 1970628716
Buyer Location
- Locality
- ABERYSTWYTH
- Postcode
- SY23 3FB
- Post Town
- Shrewsbury
- Country
- Wales
-
- Major Region (ITL 1)
- TLL Wales
- Basic Region (ITL 2)
- TLL4 Mid and South West Wales
- Small Region (ITL 3)
- TLL41 Mid Wales
- Delivery Location
- TLL1 West Wales and The Valleys
-
- Local Authority
- Ceredigion
- Electoral Ward
- Aberystwyth Morfa a Glais
- Westminster Constituency
- Ceredigion Preseli
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-03783c-2022-10-24T11:12:46+01:00",
"date": "2022-10-24T11:12:46+01:00",
"ocid": "ocds-h6vhtk-03783c",
"description": "(WA Ref:125861)",
"initiationType": "tender",
"tender": {
"id": "ocds-h6vhtk-03783c",
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"title": "Investment Advisory Services",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "66100000",
"description": "Banking and investment services"
},
"mainProcurementCategory": "services",
"description": "The University seeks to engage a professional Investment advisor to assist the Investments Committee and staff in undertaking the duties delegated to it as outlined in its Terms of Reference for a 48 month period . Aberystwyth University currently has 159 Endowment Funds with a capital value of 40.4m. New funds are created almost annually whilst some of the original funds date back to the very inception of the University. The Endowment funds have primarily been created via a mixture of donations and bequests with the vast majority having specific conditions attached to their use. Revenue is currently used for a variety of purposes such as Scholarships, Bursaries, and Prizes for students, as well as assisting staff with their work and research through grants and awards. Over the years the Endowment Funds have also contributed towards other institutional goals such as the purchase of land, buildings, and equipment.",
"lots": [
{
"id": "1",
"description": "Aberystwyth University is seek to appoint investment advisory services for a period of 48 months.",
"awardCriteria": {
"criteria": [
{
"name": "Technical",
"type": "quality",
"description": "70"
},
{
"name": "Cost",
"type": "cost",
"description": "30"
}
]
},
"hasOptions": false,
"status": "cancelled"
}
],
"items": [
{
"id": "1",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "66170000",
"description": "Financial consultancy, financial transaction processing and clearing-house services"
}
],
"deliveryAddresses": [
{
"region": "UKL1"
}
],
"deliveryLocation": {
"description": "Aberystwyth University"
},
"relatedLot": "1"
}
],
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"coveredBy": [
"GPA"
]
},
"awards": [
{
"id": "029882-2022-1",
"relatedLots": [
"1"
],
"status": "active",
"suppliers": [
{
"id": "GB-FTS-66600",
"name": "Quantum Advisory"
}
]
}
],
"parties": [
{
"id": "GB-FTS-983",
"name": "Aberystwyth University",
"identifier": {
"legalName": "Aberystwyth University"
},
"address": {
"streetAddress": "c/o Finance Office, Student Welcome Centre, Penglais Campus",
"locality": "Aberystwyth",
"region": "UKL1",
"postalCode": "SY23 3FB",
"countryName": "United Kingdom"
},
"contactPoint": {
"telephone": "+44 1970628716",
"email": "pad47@aber.ac.uk"
},
"roles": [
"buyer",
"centralPurchasingBody"
],
"details": {
"url": "https://www.aber.ac.uk/",
"buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA1009",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"description": "University"
},
{
"scheme": "COFOG",
"id": "09",
"description": "Education"
}
]
}
},
{
"id": "GB-FTS-66600",
"name": "Quantum Advisory",
"identifier": {
"legalName": "Quantum Advisory"
},
"address": {
"streetAddress": "Cypress House, Pascal Close",
"locality": "Cardiff",
"region": "UK",
"postalCode": "CF30LW",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-FTS-111",
"name": "High Court",
"identifier": {
"legalName": "High Court"
},
"address": {
"streetAddress": "Royal Courts of Justice, The Strand",
"locality": "London",
"postalCode": "WC2A 2LL",
"countryName": "United Kingdom"
},
"contactPoint": {
"telephone": "+44 2079477501"
},
"roles": [
"reviewBody"
]
}
],
"buyer": {
"id": "GB-FTS-983",
"name": "Aberystwyth University"
},
"contracts": [
{
"id": "029882-2022-1",
"awardID": "029882-2022-1",
"status": "active",
"value": {
"amount": 400000,
"currency": "GBP"
},
"dateSigned": "2022-10-21T00:00:00+01:00"
}
],
"bids": {
"statistics": [
{
"id": "1",
"measure": "bids",
"relatedLot": "1",
"value": 7
},
{
"id": "2",
"measure": "smeBids",
"relatedLot": "1",
"value": 0
},
{
"id": "3",
"measure": "foreignBidsFromEU",
"relatedLot": "1",
"value": 0
},
{
"id": "4",
"measure": "foreignBidsFromNonEU",
"relatedLot": "1",
"value": 0
},
{
"id": "5",
"measure": "electronicBids",
"relatedLot": "1",
"value": 7
}
]
},
"links": [
{
"rel": "prev",
"href": "https://ted.europa.eu/udl?uri=TED:NOTICE:123126-2022:TEXT:EN:HTML"
}
],
"language": "en"
}