Find a TenderAwarded
Published 29 Sept 2023, 16:14 BST

Official UK procurement notice

UK public contract notice — Legal & General Investment Management Ltd for Ministry of Justice (Sept 2023)

Authority: Ministry of Justice (Central government)·Consortium: 2 public authorities

ServicesOpen procedure
Awarded value£1,005,000published contract · exc. VAT
Submissions closed 30 Dec 2022awarded 14 Jul 2023
Awarded to Legal & General Investment Management Ltd
Contract term 7 yrsextension options published · starts 1 Feb 2023

What is being bought

Published requirement description

The requirement is for the appointment of an investment manager to manage and control the Lord Chancellor's Common Investment Fund.

The purpose of the fund is to provide an investment vehicle for funds in court in England and Wales and separately in Northern Ireland. Funds are held under the jurisdiction of the Official Solicitor and the Public Trustee, and a number of individuals granted permission to invest by the Lord Chancellor.

CPV: Financial and insurance services · Financial management consultancy services

The lotProcurement structure

single lot · no lot value published
Lot #1The CIF contains one product, the Equity Index Tracker Fund, which is for higher value clientsAwardedRenewal 7 yrs
The CIF contains one product, the Equity Index Tracker Fund, which is for higher value clients. It is based on three underlying funds: Future World UK Equity Index, Future World Developed Equities Index and Global Emerging Markets (L class). The total Fund is split 55%, 35%, 10% among these three vehicles. Total value of the Fund as at 31 March 2022, value circa £95.7m covering circa 4,820,051 units. The Lord Chancellor also manages a range of lower value or shorter term client deposits out with the CIF via deposit accounts currently paying 1.25% - see additional information for further detail…
Contract period: 1 Feb 2023 — 31 Jan 2030 (7 yrs)Delivery: UK
Extensions
The contract will be reviewed at least 12 months before the expiry of the contract.
Variant bids
not allowed
79412000 Financial management consultancy services

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
How bids were scored
Quality: 90Price: 20Social value: 10
Published sub-criteria (6)
  • Philosophy, Process & Fit — 40
  • Risk & Performance — 30
  • Business & Team — 15
  • Fund Structure — 5
  • price — 20
  • Social Value — 10
Published award criteria (6)
  • Philosophy, Process & Fit — 40
  • Risk & Performance — 30
  • Business & Team — 15
  • Fund Structure — 5
  • Social Value — 10
  • price — 20%

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
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
No (one-off requirement)
First published
29 Sept 2023, 16:14 BST
Last source update
29 Sept 2023, 16:14 BST
Award evaluation window
30 Dec 2022, 12:00 GMT — …
Classification (CPV)
Financial and insurance servicesFinancial management consultancy services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-0354d4
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment

Publisher note: Interested Suppliers are required to register their company details (if not already registered) on the esourcing portal. https://ministryofjusticecommercial.bravosolution.co.uk in order to obtain tender documents for this opportunity. Once you have an active account go to "ITT's Open To All Suppliers" and select ITT_ 6937 to submit your response. Tenders must be completed on the system only, no email submissions will be accepted.

How it was run

Run through: Jaggaer · Who buys & how to bid on JAGGAER
Supplier login requiredLanguage: EN
Access & registration note: Free; latest Chrome/Edge/Firefox only — corporate browsers fail
Submission deadline
30 Dec 2022, 12:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bids opened
30 Dec 2022, 12:00 GMT
Detailed submission instructions & authority contactsFrom official release

Timeline

5 published dates · Europe/London
  1. Next notice expected
    26 Aug 2022, 00:00 BST
  2. Submission deadline
    30 Dec 2022, 12:00 GMT
  3. Bids opened
    30 Dec 2022, 12:00 GMT
  4. Contract starts
    1 Feb 2023, 00:00 GMT
  5. Notice published
    29 Sept 2023, 16:14 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics — not a forecast
Awards 1
Awarded value £1,005,0001 contract exc. VAT
Bids received 3
Contracts signed 1latest 14 Jul 2023
Awarded toValueDateStatus
Legal & General Investment Management LtdLord Chancellor's Common Investment Fund——Awarded

Contracts

Bid statistics published by the authority

BidsSMEVCSEValid bid range
3bids · 3 electronic · 3 from abroad———

Notice history

6 events · 3 releases on Find a Tender · since 9 Dec 2022
  1. Status changed to complete
    29 Sept 2023, 16:14 BST
  2. Deadline withdrawn
    29 Sept 2023, 16:14 BST
  3. Status changed to active
    9 Dec 2022, 15:07 GMT
  4. Procurement method changed
    9 Dec 2022, 15:07 GMT
  5. Deadline published: 30 Dec 2022, 12:00 GMT
    9 Dec 2022, 15:07 GMT
  6. Buyer details updated
    9 Dec 2022, 15:07 GMT

Contracting authority & participating public bodies

2 public bodies on the notice

Ministry Of Justice

Contracting authorityCentral GovernmentMinistry or any other national or federal authority, including their regional or local subdivisionsGeneral public services 5 Wellington Place, Leeds, Yorkshire & Humber, LS1 4AP Published organisation website ↗

Dispute resolution & review bodies

  • Ministry of Justice CCMDReview body London

Bidders & participating suppliers

1 commercial party on the notice

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