Official UK procurement notice
Management of Endowment Portfolio
Authority: University of Dundee (Education)
What is being bought
Published requirement descriptionThe University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.
- Recurrence: 6 months prior to the expiry of the existing contract, estimated at January 2029 assuming all extensions are taken up.
CPV: Portfolio management services
The lotProcurement structure
single lot · no lot value publishedLot #1Following a decision to fully divest from fossil fuel and to move our investment…Renewal
Following a decision to fully divest from fossil fuel and to move our investment portfolio into an ESG focused strategy, The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds in line with the key objectives outlined in the PQQ documentation.
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).
- Suitability
Relevant selection criteria will be included in the SPD Scotland module and further weighted selection criteria which will be scored is detailed in the PQQ document.
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Restricted procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Closed
- 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
Yes · 6 months prior to the expiry of the existing contract, estimated at January 2029 assuming all extensions are taken up.
- First published
- 15 Feb 2023, 08:50 GMT
- Last source update
- 15 Feb 2023, 08:50 GMT
- Authority reference
UoD-PF018-TC-2022- FTS notice number
2023/S 000-004586- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-03a5b8Find a Tender
- Electronic trading
- e-invoicing allowed · electronic payment
Publisher note: Clarification questions relating to this PQQ must be submitted anonymously via the Public Contracts Scotland (PCS) Q&A message board associated with this ITT. Please note that the responses to any clarifications raised during the tendering period will be circulated to all interested parties. All interested parties shall receive an email notification of any questions(s) and relevant answers(s). To maintain confidentiality of the source of any questions, bidders are advised not to include any personal company information within the body of any question submitted on the Public Contracts Scotland Web Portal. Bidders are required to provide all of the information requested within their PQQ submission and failure to provide this information may result in a bidder's submission being given no further consideration. 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=722660. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:722660) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=722660
How it was run
Official notice- Submission deadline
- 16 Mar 2023, 12:00 GMT
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bid validity
- 180 days from the deadline
Timeline
15 Feb 2023 → 31 Mar 2023 · 3 dates- Notice published15 Feb 2023, 08:50 GMT
- Submission deadline16 Mar 2023, 12:00 GMT
- Invitations to tender expected31 Mar 2023, 00:00 BST
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Dundee Sheriff CourtReview body
Official documents & specifications (2)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria