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active
Official procurement procedure

Investment Advisory Services

Banking and investment services
Financial consultancy
financial transaction processing and clearing-house services
Wales (UKL1)
Published value
£450,000
Submission deadline 15 Aug 2022, 14:00 BST
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: Aberystwyth University: "Investment Advisory Services". Published status: active. Published value: £450,000. 1 published lot. Recorded submission deadline: 15 Aug 2022, 14:00 BST. See the official notice for participation instructions.
Contracting AuthorityAberystwyth UniversityScope & CategoriesNot publishedSubmission Window
Closed
15 Aug 2022, 14:00 BST
Submission GatewayDirect notice routeLegal Basis & RegimeStandard procurementEstimated Value (exc. VAT)£450,000
Bidder Intelligence · Authority Profile: Aberystwyth University
Market Analytics
View Authority Profile →
Derived from OCDS awards & bid statistics
Published history for Aberystwyth University. 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
4.8Bids / Report
20% 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: 27 active published awards; 25 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 Unpublished data stays unknown.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 AuthorityAberystwyth University
Procedure methodNot published
Procurement categoryNot published
Statusactive
Framework / DPSNot published
CompetitionNot published
Above thresholdNot published
Legal basisNot published
Tender period startsNot published
Clarification deadlineNot published
Electronic submissionNot published
Submission languagesNot published
Published14 Jul 2022, 11:11 BST
Last source update14 Jul 2022, 11:11 BST
Recurring procurementNo
ClassificationBanking and investment services, Financial consultancy, financial transaction processing and clearing-house services
Delivery area
Wales (UKL1)
OCIDocds-h6vhtk-0351de
What is being bought
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.
What changed
From the official release history
  1. Published value updated to £450,000
    14 Jul 2022, 11:11 BST
  2. Status changed to active
    14 Jul 2022, 11:11 BST
  3. Official notice release published
    14 Jul 2022, 11:11 BST
  4. Submission deadline changed to 15 Aug 2022, 14:00 BST
    14 Jul 2022, 11:11 BST
  5. Buyer information updated
    14 Jul 2022, 11:11 BST
Lots and requirements (1)
Published by the contracting authority
  • Lot 1 · #1
    Individual lot title not published
    active
    Published valueNot published
    Aberystwyth University is seek to appoint investment advisory services for a period of 48 months.
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
Timeline
  1. Procedure published
    14 Jul 2022, 11:11 BST
  2. Submission deadline
    15 Aug 2022, 14:00 BST
Commercial outcome and competition
AwardsNo award published
ContractsNo contract published
Bid statisticsNo aggregate bid statistics published
Buyer and organisations in this procedure

Aberystwyth University

Contracting authority GB-FTS-983
View buyer profile

  • Aberystwyth University
    buyer
    centralPurchasingBody

    c/o Finance Office, Student Welcome Centre, Penglais Campus, Aberystwyth, UKL1, SY23 3FB
    pad47@aber.ac.uk
    +44 1970628716
    Published organisation website

  • High Court
    reviewBody

    Royal Courts of Justice, The Strand, London, WC2A 2LL
    +44 2079477501
Documents (2)
Official links; attachments are not copied

  • economicSelectionCriteria

    tender
    economicSelectionCriteria

  • technicalSelectionCriteria

    tender
    technicalSelectionCriteria
Related procedures (0)
No data
No related procedures published