Investment Management Services

Courts Service

Investment Management Services and Custodian Services, in particular, services relating to capital preservation, income generation and Added Value Strategies.
NOTE: To register your interest in this notice and obtain any additional information please visit the eTenders Web Site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=299113.

Deadline

The time limit for receipt of tenders was 2011-10-13. The procurement was published on 2011-09-15.

Suppliers

The following suppliers are mentioned in award decisions or other procurement documents:

Who? What? Where?
Procurement history
Date Document
2011-09-15 Contract notice
2011-10-06 Additional information
2012-02-17 Contract award notice
Contract notice (2011-09-15)
Object
Scope of the procurement
Title: banking and investment services
Quantity or scope:
Current Courts Service investments amount to approximately 1 200 000 000 EUR, of which 98 % is invested in unitised funds. It is estimated that the assets managed under the capital preservation strategies will amount to between 600 000 000 and 900 000 000 EUR. Assets managed under the income generation strategy are estimated to amount to between 150 000 000 and 250 000 000 EUR. The number of cases requiring the added value strategies and the related asset size is expected initially to amount to less than 20 000 000 EUR.
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Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Banking and investment services 📦

Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: Courts Service
Postal address: Phoenix House, 15/24 Phoenix St. North, Smithfield
Postal code: 7
Postal town: Dublin
Contact
Internet address: http://www.courts.ie 🌏
E-mail: acjtender@courts.ie 📧
Phone: +353 18886000 📞

Reference
Dates
Date dispatched: 2011-09-15 📅
Submission deadline: 2011-10-13 📅
Publication date: 2011-09-21 📅
Identifiers
Notice number: 2011/S 181-295150
OJ-S issue: 181
Additional information
Please see the Tender documents attached at http://www.etenders.gov.ie Candidates wishing to participate should ensure that the Request for proposal document and the Performance sheet excel attachment are completed and returned in accordance with the requirements set out in the documents. The Courts Service reserves the right to terminate the process and any discussions at any time. The Courts Service shall not be obliged to enter into a contract with any Tenderer. The Courts Service is subject to the Freedom of Information Acts 1997 and 2003. The Candidate shall state if any of the information supplied by it in response to this notice is confidential or commercially sensitive or should not be disclosed in respect of a request for information under the aforementioned Acts. The Candidate shall state why it considers the information to be confidential or commercially sensitive. The Courts Service will consult with any Candidate / Tenderer about sensitive information before making a decision on any Freedom of Information request received. The Courts Service accepts no liability for any costs and / or expenses incurred by any Candidate / Tenderer in connection with the tender competition. (ET Ref:299113).
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Object
Scope of the procurement
Short description:
Investment Management Services and Custodian Services, in particular, services relating to capital preservation, income generation and Added Value Strategies.
NOTE: To register your interest in this notice and obtain any additional information please visit the eTenders Web Site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=299113.
Place of performance
Main site or place of performance: Dublin.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity: Please see the Tender documents attached at http://www.etenders.gov.ie.
Economic and financial standing: Please see the Tender documents attached at http://www.etenders.gov.ie.
Technical and professional ability: Please see the Tender document attached at http://www.etenders.gov.ie.
Minimum level(s) of standards: Please see the Tender documents attached at http://www.etenders.gov.ie.
Contract execution
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Tenders may be submitted by a single candidate or by a consortium. A consortium will not be required to convert into a specific legal form in order to submit a tender but may be required to do so prior to award of the contract if the Courts Service considers it necessary to ensure that the contract is carried out to its satisfaction. The Courts Service also reserves the right to contract with each member of the consortium on the basis of joint and several liability, or with one member of the consortium as a main contractor with a number of sub-contractors, or on any other basis the Courts Service considers appropriate.
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Execution of the service is reserved to a particular profession:
Candidates and tenderers must be regulated by an appropriate supevisory authority in their country of establishment/operation.
Names and professional qualifications of the staff ✅

Procedure
Tender opening date: 2011-10-14 📅
Place of opening: The Courts Service, Accountant's Office.
Place: The Courts Service, Accountant's Office.
Languages
Language: English 🗣️

Contracting authority
Contact
Contact point: The Accountant's Office
Denise Mullins
Internet address: www.courts.ie 🌏
Address of the buyer profile: http://www.etenders.gov.ie/search/Search_AuthProfile.aspx?ID=AA01653 🌏
Name: Courts Service
URL for further information: www.courts.ie 🌏
URL for documents: www.courts.ie 🌏
URL for participation: www.courts.ie 🌏
E-mail: highcourtcentraloffice@courts.ie 📧

Reference
Dates
Publication date: 2011-01-24 📅
Identifiers
Notice number in the OJ S: 2011/S 52-194012
Additional information
Please see the Tender documents attached at http://www.etenders.gov.ie Candidates wishing to participate should ensure that the Request for proposal document and the Performance sheet excel attachment are completed and returned in accordance with the requirements set out in the documents.
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The Courts Service reserves the right to terminate the process and any discussions at any time. The Courts Service shall not be obliged to enter into a contract with any Tenderer.
The Courts Service is subject to the Freedom of Information Acts 1997 and 2003. The Candidate shall state if any of the information supplied by it in response to this notice is confidential or commercially sensitive or should not be disclosed in respect of a request for information under the aforementioned Acts. The Candidate shall state why it considers the information to be confidential or commercially sensitive. The Courts Service will consult with any Candidate / Tenderer about sensitive information before making a decision on any Freedom of Information request received.
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The Courts Service accepts no liability for any costs and / or expenses incurred by any Candidate / Tenderer in connection with the tender competition.
(ET Ref:299113).

Complementary information
Review body
Name: The High Court of Ireland
Postal address: High Court Central Office, Four Courts Inns Quay
Postal town: Dublin
Postal code: 7
Country: Ireland 🇮🇪
E-mail: highcourtcentraloffice@courts.ie 📧
Phone: +353 18886000 📞
Internet address: www.courts.ie 🌏
Fax: +353 18886125 📠
Information about review deadlines:
An application for interlocutory orders or for review of the contract award decision shall be made within 30 calendar days after the applicant was notified of the decision, or knew or ought to have known of the infringement alleged in the application.
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Service from which information about the review procedure may be obtained
Postal address: High Court Central Office, Four Courts, Inns Quay
Source: OJS 2011/S 181-295150 (2011-09-15)
Additional information (2011-10-06)
Object
Notice metadata
Document type: Additional information

Reference
Dates
Date dispatched: 2011-10-06 📅
Submission deadline: 2011-10-17 📅
Publication date: 2011-10-08 📅
Identifiers
Notice number: 2011/S 194-315270
Refers to notice: 2011/S 181-295150
OJ-S issue: 194
Source: OJS 2011/S 194-315270 (2011-10-06)
Contract award notice (2012-02-17)
Object
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Contracting authority
Identity
Postal town: Dublin 7
Contact
Fax: +353 18730460 📠

Reference
Dates
Date dispatched: 2012-02-17 📅
Publication date: 2012-02-21 📅
Identifiers
Notice number: 2012/S 35-055906
OJ-S issue: 35
Additional information
(ET Ref:384152).

Procedure
Award criteria
Criterion: 1. Organisation (10)
2. Product suitability (50)
3. Administration (15)
4. Fees (25)

Award of contract
Date of contract conclusion: 2012-01-26 📅
Name: State Street Global Advisors Ireland Limited
Postal address: Two Park Place,, Upper Hatch Street, D2
Postal town: Dublin
Country: Ireland 🇮🇪
Information about tenders
Number of tenders received: 8

Complementary information
Review body
Postal town: Dublin 7
Source: OJS 2012/S 035-055906 (2012-02-17)
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