Investment Manager

{
  "id": "024389-2021",
  "tag": [
    "planning"
  ],
  "date": "2021-10-01T08:55:02+01:00",
  "ocid": "ocds-h6vhtk-02e6b4",
  "buyer": {
    "id": "GB-FTS-12374",
    "name": "Abertay University"
  },
  "tender": {
    "id": "AU-PRO-2021-060",
    "lots": [
      {
        "id": "1",
        "status": "planned",
        "renewal": {
          "description": "An option to extend will be available for a period(s) of up to 36 months."
        },
        "hasRenewal": true,
        "description": "The University requires an Investment Manager to manage it's asset portfolio.  The Investment Manager must take into account environmental, social, and governance factors when considering any investment.  It is also expected that the Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. Responsible Investment is a key requirement of this provision.",
        "contractPeriod": {
          "endDate": "2025-04-01T23:59:59+01:00",
          "startDate": "2022-03-08T00:00:00Z"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Dundee"
        },
        "deliveryAddresses": [
          {
            "region": "UKM71"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66100000",
            "scheme": "CPV",
            "description": "Banking and investment services"
          },
          {
            "id": "66120000",
            "scheme": "CPV",
            "description": "Investment banking services and related services"
          }
        ]
      }
    ],
    "title": "Investment Manager",
    "value": {
      "amount": 180000,
      "currency": "GBP"
    },
    "status": "planned",
    "coveredBy": [
      "GPA"
    ],
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2021-12-09T00:00:00Z"
    },
    "description": "Abertay University is looking for the services of an Investment Manager to manage the long term investment of its assets portfolio.",
    "communication": {
      "futureNoticeDate": "2021-11-15T00:00:00Z"
    },
    "contractTerms": {
      "performanceTerms": "the University has a number of investment restrictions in place, including:\nNo direct investment in companies involved in tobacco production\nNo direct investment in alcohol producers\nNo direct investment in companies involved in the production of weapons\nNo investment in companies known to be involved in any offences as stated within the Modern Slavery Act 2015\nThe Investment Manager is responsible for ensuring no investments are made with companies involved in the above restricted activities where it can be identified, with their relevant supply chains.",
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "classification": {
      "id": "66100000",
      "scheme": "CPV",
      "description": "Banking and investment services"
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code"
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/"
  },
  "parties": [
    {
      "id": "GB-FTS-12374",
      "name": "Abertay University",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UK",
        "locality": "Dundee",
        "postalCode": "DD1 1HG",
        "countryName": "United Kingdom",
        "streetAddress": "Bell Street"
      },
      "details": {
        "url": "http://www.abertay.ac.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00103",
        "classifications": [
          {
            "scheme": "TED_CA_TYPE",
            "description": "Higher Education"
          },
          {
            "id": "09",
            "scheme": "COFOG",
            "description": "Education"
          }
        ]
      },
      "identifier": {
        "legalName": "Abertay University"
      },
      "contactPoint": {
        "email": "procurement@abertay.ac.uk",
        "telephone": "+44 1382308995"
      }
    },
    {
      "id": "GB-FTS-30180",
      "name": "Dundee Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Dundee",
        "postalCode": "DD1 9AD",
        "countryName": "United Kingdom",
        "streetAddress": "6 W Bell St"
      },
      "identifier": {
        "legalName": "Dundee Sheriff Court"
      }
    }
  ],
  "language": "en",
  "description": "NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=668875.\n(SC Ref:668875)",
  "initiationType": "tender"
}