Find a TenderPast planning notice
Published 1 Oct 2021, 08:55 BST

Official UK procurement notice

Investment Manager · UK public procurement notice

Official notice

Authority: Abertay University (Education)

Services
Planned pipeline value£180,000pipeline notice, not a live tender
Tender notice expected 15 Nov 2021from the planned procurement notice
Contract term 3 yrs 1 moends 1 Apr 2025 · extension options published · starts 8 Mar 2022

What is being bought

Published requirement description

Abertay University is looking for the services of an Investment Manager to manage the long term investment of its assets portfolio.

CPV: Banking and investment services · Investment banking services and related services

The lotProcurement structure

single lot · no lot value published
Lot #1The University requires an Investment Manager to manage it's asset portfolioPlannedRenewal 3 yrs 1 mo

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.

Contract period: 8 Mar 2022 – 1 Apr 2025 (3 yrs 1 mo)
Delivery: Scotland · Dundee
Extensions: An option to extend will be available for a period(s) of up to 36 months.

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
Conditions of participation1
  • Suitability

    Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code

Staff
Names and qualifications of delivery staff must be submitted

Procedure terms & legal framework

From the official record · publisher note attached
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Past planning notice
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Unspecified in notice
First published
1 Oct 2021, 08:55 BST
Last source update
1 Oct 2021, 08:55 BST
Award evaluation window
9 Dec 2021 – …
Authority reference
AU-PRO-2021-060
FTS notice number
2021/S 000-024389
Classification (CPV)
Banking and investment servicesInvestment banking services and related services
Delivery area
Scotland (UKM71)
Official registry OCID
ocds-h6vhtk-02e6b4 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

the University has a number of investment restrictions in place, including:

No direct investment in companies involved in tobacco production

No direct investment in alcohol producers

No direct investment in companies involved in the production of weapons

No investment in companies known to be involved in any offences as stated within the Modern Slavery Act 2015

The 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.

Publisher note: 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. (SC Ref:668875)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login required
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
—
Submission channel
{"electronicSubmission"}
Detailed submission instructions & authority contactsFrom official release

Timeline

1 Oct 2021 → 8 Mar 2022 · 3 dates
  1. Notice published
    1 Oct 2021, 08:55 BST
  2. Tender notice expected
    15 Nov 2021
  3. Contract starts
    8 Mar 2022

Commercial outcome & contract awards

Pipeline notice
Awards (0)
No award published
Contracts (0)
No contract published
Bid statistics
No aggregate bid statistics published

Contracting authority & participating public bodies

Abertay University

Contracting authorityEducationHigher EducationEducation Bell Street, Dundee, UK, DD1 1HGContact email, phone

Dispute resolution & review bodies

  • Dundee Sheriff CourtReview body Dundee

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria