Aufträge: Pensionsfonds-Anlageverwaltung - UK-Hertford
Pensionsinvestitionsdienste.
Pensionsfonds-Anlageverwaltung.
Dokument Nr...: 215981-2007
Veröffentlicht: 13.09.2007
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BEKANNTMACHUNG
Dienstleistungsauftrag
ABSCHNITT I: ÖFFENTLICHER AUFTRAGGEBER
I.1) NAME, ADRESSEN UND KONTAKTSTELLE(N): Hertfordshire County Council,
Pegs Lane, z. Hd. von Nicola Webb, UK-Hertford SG13 8DQ. Tel. 01992
555394. E-Mail: nicola.webb@hertscc.gov.uk. Fax 01992 555392.
Internet-Adresse(n):
Adresse des Beschafferprofils: http://www.hertsdirect.org/purchasing/
contractsandtenders.
Weitere Auskünfte erteilen: die oben genannten Kontaktstellen.
Verdingungs-/Ausschreibungs- und ergänzende Unterlagen (einschließlich
Unterlagen für den wettbewerblichen Dialog und ein dynamisches
Beschaffungssystem) sind erhältlich bei: den oben genannten
Kontaktstellen.
Angebote/Teilnahmeanträge sind zu richten an: die oben genannten
Kontaktstellen.
II.1) BESCHREIBUNG
II.1.6) Gemeinsames Vokabular für öffentliche Aufträge (CPV): 67131100,
67121100.
Beschreibung: Pensionsfonds-Anlageverwaltung.
Pensionsinvestitionsdienste.
ABSCHNITT IV: VERFAHREN
IV.3) VERWALTUNGSINFORMATIONEN
IV.3.3) Bedingungen für den Erhalt von Verdingungs-/Ausschreibungs- und
ergänzenden Unterlagen bzw. der Beschreibung
IV.3.4) Schlusstermin für den Eingang der Angebote bzw. Teilnahmeanträge:
12.10.2007 - 17:00.
IV.3.6) Sprache(n), in der (denen) Angebote oder Teilnahmeanträge
verfasst werden können: Englisch.
OT: CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): Hertfordshire County Council,
Pegs Lane, Attn: Nicola Webb, UK-Hertford SG13 8DQ. Tel. 01992 555394.
E-mail: nicola.webb@hertscc.gov.uk. Fax 01992 555392.
Internet address(es):
Address of the buyer profile: http://www.hertsdirect.org/purchasing/
contractsandtenders.
Further information can be obtained at: As in above-mentioned contact
point(s).
Specifications and additional documents (including documents for
competitive dialogue and a dynamic purchasing system) can be obtained at:
As in above-mentioned contact point(s).
Tenders or requests to participate must be sent to: As in above-mentioned
contact point(s).
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
Regional or local authority.
General public services.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
UK-Hertford: provision of global equity investment manager.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 6.
II.1.5) Short description of the contract or purchase(s): Pension fund
management services. Pension investment services.
II.1.6) Common procurement vocabulary (CPV): 67131100, 67121100.
II.1.7) Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: The Council has a requirement for the
provision of a global equities investment manager to manage a portfolio of
approximately 200 000 GBP for the Hertfordshire Local Government Pension
Fund.
Estimated value excluding VAT: 2 000 000 GBP.
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Duration in
months: 36 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.4) Other particular conditions to which the performance of the
contract is subject: No.
III.2) CONDITIONS FOR PARTICIPATION
III.2.4) Reserved contracts: No.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.1) Execution of the service is reserved to a particular profession:
Yes.
Investment Manager as defined by the Local Government Pension Scheme
(Management and Investment of Funds) Regulations 1998 as amended. SlS
1998/1831 and 2001/3649 refer.
SECTION IV: PROCEDURE
IV.1) TYPE OF PROCEDURE
IV.1.1) Type of procedure: Restricted.
IV.1.2) Limitations on the number of operators who will be invited to
tender or to participate: Envisaged minimum number: 5. Maximum number: 10.
Objective criteria for choosing the limited number of candidates: The
criteria will be those stated in the pre-qualification questionnaire,
which all tenderers will be required to complete.
IV.2) AWARD CRITERIA
IV.2.1) Award criteria: The most economically advantageous tender in
terms of the criteria stated below:
1. Investment philosophy, style and process. Weighting: 35%.
2. Portfolio construction. Weighting: 25%.
3. Performance. Weighting: 15%.
4. Quality and depth of resources. Weighting: 8%.
5. References. Weighting: 7%.
6. Fees. Weighting: 5%.
7. Terms and conditions. Weighting: 5%.
IV.3) ADMINISTRATIVE INFORMATION
IV.3.1) File reference number attributed by the contracting authority:
Contract Reference Number: HCC0700404.
IV.3.2) Previous publication(s) concerning the same contract: No.
IV.3.3) Conditions for obtaining specifications and additional documents
or descriptive documentPayable documents: no.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
12.10.2007 - 17:00.
IV.3.5) Date of dispatch of invitations to tender or to participate to
selected candidates: 12.11.2007.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.8) Conditions for opening tenders: Date: 4.1.2008 - 12:00.
Place: Council"s offices, Mundells, UK-Wewlyn Garden City AL7 1FT,
Hertfordshire.
SECTION VI: COMPLEMENTARY INFORMATION
VI.3) ADDITIONAL INFORMATION: The initial requirement is an expression of
interest which will generate an application form for completion by the
tenderer. The application form will cover tenderer"s technical capacity,
company structure and financial information, resources, relevant
references, Quality Assurance Policy, Health and Safety Policy and Equal
Opportunities Policy. The application form can be obtained by following
the link below:
http://www.hertsdirect.org/purchasing/contractsandtenders.
The Council undertakes to hold confidential any information provided in
the proposal submitted, subject to the Council"s obligations under the
law, including the Freedom of Information Act 2000. If the applicant
considers that any of the information submitted in the proposal should not
be disclosed because of its sensitivity then this should be stated with
the reason for considering it sensitive. The Council will then endeavour
to consult with the applicant about such sensitive information when
considering any request received under the Freedom of Information Act 2000
before replying to such a request.
The contract will be for 3 years with the option to extend for up to a
maximum of a further 2 years.
The estimated contract value stated in II.2.1 covers the total contract
period and includes any potential extension period(s).
GO reference: GO 07091125/01.
VI.4) PROCEDURES FOR APPEAL
VI.4.2) Lodging of appeals: Precise information on deadline(s) for
lodging appeals: Hertfordshire County Council will incorporate a minimum
10-calendar-day standstill period at the point information on the award of
the contract is communicated to tenderers. This period allows unsuccessful
tenderers to seek further debriefing from the contracting authority before
the contract is entered into. Applicants have 2 working days from the
notification of the award decision to request additional debriefing and
that information has to be provided a minimum of 3 working days before the
expiry of the standstill period. Such additional information should be
required from the global authority specified at point I.1. If an appeal
regarding the award of a contract has not been successfully resolved the
Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved
parties who have been harmed or are at risk of harm by a breach of the
rules to take action in the High Court (England, Wales and Northern
Ireland). Any such action must be brought promptly (generally within 3
months). Where a contract has not been entered into the Court may order
the setting aside of the award decision or order the authority to amend
any document and may award damages. If the contract has been entered into
the Court may only award damages. (The purpose of the standstill period
referred to above is to allow parties to apply to the Courts to set aside
the award decision before the contract is entered into.).
VI.4.3) Service from which information about the lodging of appeals may
be obtained: See VI.4.2).
VI.5) DATE OF DISPATCH OF THIS NOTICE: 11.9.2007.
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