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Official procurement procedure

3960.PS.LWM.23 Investment Manager Services

Banking and investment services
Investment banking services and related services
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: University of Sheffield: "3960.PS.LWM.23 Investment Manager Services". Published status: complete. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
Contracting AuthorityUniversity of SheffieldScope & CategoriesNot publishedSubmission Window
complete
No deadline published
Submission GatewayDirect notice routeLegal Basis & RegimeStandard procurementEstimated Value (exc. VAT)Not published
Bidder Intelligence · Authority Profile: University of Sheffield
Market Analytics
View Authority Profile →
Derived from OCDS awards & bid statistics
Published history for University of Sheffield. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Requires at least 5 comparable procedures
Competition Density
12.5Bids / Report
10% of reports have one bid
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate available
Payment Terms
Check noticePublished terms
Payment obligations depend on the applicable regime and contract. Consult the official documents.
Coverage: 10 active published awards; 10 bid reports (which may be per lot). Supplier values exclude multi-supplier awards, frameworks and DPS, and use GBP only. They are published award values, not payments. Published-to-award variance compares single-lot, single-award, single-supplier GBP procedures with explicitly non-framework/non-DPS status; increases remain in the average. Unpublished data stays unknown. Awarded suppliers are winners, not all bidders.
Procedure terms
Contracting AuthorityUniversity of Sheffield
Procedure methodNot published
Procurement categoryNot published
Statuscomplete
Framework / DPSNot published
CompetitionNot published
Above thresholdNot published
Legal basisNot published
Tender period startsNot published
Clarification deadlineNot published
Electronic submissionNot published
Submission languagesNot published
Published26 Jun 2024, 14:14 BST
Last source update26 Jun 2024, 14:14 BST
Recurring procurementNot published
ClassificationBanking and investment services, Investment banking services and related services
OCIDocds-h6vhtk-042c0f
What is being bought
The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 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.Investments currently managed by the University’s Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend.
What changed
From the official release history
  1. tender value changed
    26 Jun 2024, 14:14 BST
  2. Status changed to complete
    26 Jun 2024, 14:14 BST
  3. Official notice release published
    26 Jun 2024, 14:14 BST
  4. Submission deadline changed to published date
    26 Jun 2024, 14:14 BST
  5. Published value updated to £1,100,000
    10 Jan 2024, 14:24 GMT
  6. Status changed to active
    10 Jan 2024, 14:24 GMT
  7. Official notice release published
    10 Jan 2024, 14:24 GMT
  8. Submission deadline changed to 12 Feb 2024, 13:00 GMT
    10 Jan 2024, 14:24 GMT
  9. Buyer information updated
    10 Jan 2024, 14:24 GMT
Lots and requirements (1)
Published by the contracting authority
  • Lot 1 · #1
    Individual lot title not published
    cancelled
    Published valueNot published
    The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 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.Investments currently managed by the University’s Investment Managers, are to be managed by the new Investment Manager service.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 an FTS Restricted tender exercise. The ITT can be downloaded by registering and expressing your interest on the University`s e-tendering system https://in-tendhost.co.uk/SheffieldIf 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 In-Tend to arrive by the date and time specified. Late tenders will not be considered.
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
Timeline
  1. Procedure published
    26 Jun 2024, 14:14 BST
  2. Award active
    Not published · Not published
  3. Contract active
    Signed 12 Jun 2024, 00:00 BST · £1,400,000
Commercial outcome and competition
Awards
Sarasin & Partners LLP
Not published · Not published · active
Contracts
Contract
£1,400,000 · signed 12 Jun 2024, 00:00 BST · active
Bid statistics
bids: 22 (lot 1)
electronicBids: 22 (lot 1)
foreignBidsFromEU: 0 (lot 1)
foreignBidsFromNonEU: 22 (lot 1)
smeBids: 2 (lot 1)
Buyer and organisations in this procedure

University of Sheffield

Contracting authority GB-FTS-15834
View buyer profile
  • University of Sheffield
    buyer

    Procurement Office, Arts Tower, Western Bank, Sheffield, UKE32, S10 2TN
  • High Court of England, Wales and Northern Ireland
    reviewBody

    London
  • Sarasin & Partners LLP
    supplier

    OC329859
    London, UKI
Documents (0)
Official links; attachments are not copied
No data
No linked documents are published
Related procedures (0)
No data
No related procedures published