--- title: "2147/LM - Investment Manager Services." ocid: "ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e.json" source: "Contracts Finder" current_stage: "Award" buyer: "UNIVERSITY OF SHEFFIELD" published: "2019-08-13" --- # 2147/LM - Investment Manager Services. Buyer: UNIVERSITY OF SHEFFIELD Current stage: Award OCID: ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e.json) ## Summary 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. ## Notice 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/ff83f995-e515-4dc5-8748-31ba44c2199d | | 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 | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 13 Aug 2019 | | Submission deadline | 5 Mar 2019 | | Future notice date | Not specified | | Award date | 1 Aug 2019 | | Contract period | 31 Aug 2019 - 31 Aug 2022 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £525,000 | | Lots value | Not specified | | Awards value | £525,000 | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Not specified | | Awards status | Active | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | UNIVERSITY OF SHEFFIELD | | Locality | SHEFFIELD | | Post town | Sheffield | | Postcode | S10 2TN | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE3 South Yorkshire | | ITL 3 | TLE32 Sheffield | | Local authority | Sheffield | | Electoral ward | Broomhill and Sharrow Vale | | Westminster constituency | Sheffield Central | | Delivery location | TLE Yorkshire and The Humber | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | SARASIN & PARTNERS | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services ## Release History - 13 Aug 2019 at 15:02 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/ff83f995-e515-4dc5-8748-31ba44c2199d - 8 Feb 2019 at 09:58 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/e2b82d89-f661-4d55-80c3-10a2e2c6ee22 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/ff83f995-e515-4dc5-8748-31ba44c2199d 13th August 2019 - Awarded contract notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/e2b82d89-f661-4d55-80c3-10a2e2c6ee22 8th February 2019 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/Sheffield ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-1934f4f3-72ef-498b-849e-d8528e71073e.json.