Investment Advisory Services

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
National University of Ireland, Galway (NUI Galway)
N/A
University Road
Galway
Galway
Ireland
Contact person: Contracts Officer
Telephone: +353 91493970
E-mail: nuigtenders@nuigalway.ie
Fax: +353 91494515
NUTS code: IE042

Internet address(es):

Main address: http://www.nuigalway.ie

Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/414

I.2)Information about joint procurement
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=132431&B=ETENDERS_SIMPLE
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=132431&B=ETENDERS_SIMPLE
Tenders or requests to participate must be submitted to the abovementioned address
I.4)Type of the contracting authority
Body governed by public law
I.5)Main activity
Education

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Investment Advisory Services

Reference number: NUIG/CON539/2018
II.1.2)Main CPV code
66100000
II.1.3)Type of contract
Services
II.1.4)Short description:

NUI Galway are seeking to appoint an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable asset manager(s) and to provide on-going investment advice. The contract will be for two (2) years, with the option to extend for a further two (2) years, on a maximum of four (4) occasions, subject to a maximum total duration of ten (10) years, subject to satisfactory performance, business needs and budgetary constraints.

Full details of requirements are provided in the tender documents which are available for downloading from www.etenders.gov.ie (RFT 137101). Suppliers must be registered on the etenders website to be able to register interest, download tender documents and submit a tender response via the website.

II.1.5)Estimated total value
II.1.6)Information about lots
This contract is divided into lots: no
II.2)Description
II.2.1)Title:
II.2.2)Additional CPV code(s)
66000000
II.2.3)Place of performance
NUTS code: IE042
Main site or place of performance:

Galway.

II.2.4)Description of the procurement:

NUI Galway are seeking to appoint an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable asset manager(s) and to provide on-going investment advice. The contract will be for two (2) years, with the option to extend for a further two (2) years, on a maximum of four (4) occasions, subject to a maximum total duration of ten (10) years, subject to satisfactory performance, business needs and budgetary constraints.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 120
This contract is subject to renewal: no
II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
III.1.2)Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3)Technical and professional ability
Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 20/08/2018
Local time: 10:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
IV.2.7)Conditions for opening of tenders
Date: 20/08/2018
Local time: 10:00

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: yes
VI.2)Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
The High Court
Dublin
Ireland
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice:
18/07/2018