Official UK procurement notice
Financial Advisor Services · UK public procurement notice
Authority: University of Bath (Education)
What is being bought
Published requirement descriptionThe University of Bath is seeking an investment adviser.
The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.
CPV: Financial consultancy services
The lotProcurement structure
single lot · no lot value publishedLot #1The University of Bath is seeking an investment adviser and you have been invited toAwarded
The University of Bath is seeking an investment adviser and you have been invited to
tender for the role.
The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/respond/BU237449RP ↗
What it takes to wini
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 morei
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).
Published sub-criteria (4)
- Experience: 20%
- Service Quality: 15%
- Service Delivery: 50%
- Price: 15%
Published award criteria (4)
- Experience: 20
- Service Quality: 15
- Service Delivery: 50
- Price: 15
- Price carries 15 of 100 points: a 10% discount moves about 1.5 points. The method statement decides this lot, not the discount.
Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.
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
- Unspecified in notice
- Recurring procurement
- Unspecified in notice
- First published
- 27 Sept 2021, 12:15 BST
- Last source update
- 27 Sept 2021, 12:15 BST
- FTS notice number
2021/S 000-023927- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-02e4e7Find a Tender
Publisher note: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement. To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=628516212 GO Reference: GO-2021927-PRO-18975498
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Mercer | £400,000 † | — | Awarded |
Contracts
Contract 023927-2021-1 · Mercer
- Signed
- 23 Jul 2021
- Value
- £400,000
- Status
- active
Bid statistics published by the authority
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| The University of Bath is seeking an investment adviser and you have been invited to | 8bids | — | — | — |
| Whole notice | — | — | — | £40,000 – £328,000 |
Contracting authority & participating public bodies
Bidders & participating suppliers
1 commercial party on the notice- Mercer LimitedAwarded supplier
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.