Multi Party Framework Agreement for Asset Management and Investment Services

Medical Council

The Medical Council invites Expressions of Interest (EOIs) to tender for the provision of Asset Management and Investment Services. This competitive process is intended to establish a framework agreement for the services in order to secure the optimal return on the Contracting Authorities portfolio. This framework agreement will be established as a multi-party framework agreement with the top 3 tenderers selected following the tender stage and the application of the award criteria. The framework will be awarded for 3 years with the option to extend for an additional 3 years, subject to satisfactory performance, business needs and budgetary constraints. An EOI requires the submission by a candidate of a completed Qualification Questionnaire and associated appendices.

Deadline

The time limit for receipt of tenders was 2016-08-02. The procurement was published on 2016-07-01.

Who? What? Where?
Procurement history
Date Document
2016-07-01 Contract notice
Contract notice (2016-07-01)
Object
Scope of the procurement
Title: Portfolio management services
Reference number: AMIS_Framework.2016
Short description:
The Medical Council invites Expressions of Interest (EOIs) to tender for the provision of Asset Management and Investment Services. This competitive process is intended to establish a framework agreement for the services in order to secure the optimal return on the Contracting Authorities portfolio. This framework agreement will be established as a multi-party framework agreement with the top 3 tenderers selected following the tender stage and the application of the award criteria. The framework will be awarded for 3 years with the option to extend for an additional 3 years, subject to satisfactory performance, business needs and budgetary constraints. An EOI requires the submission by a candidate of a completed Qualification Questionnaire and associated appendices.
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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: Portfolio management services 📦
Additional CPV: Banking services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️

Procedure
Procedure type: Competitive procedure with negotiation
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: Medical Council
Postal address: Kingram House, Kingram Place
Postal code: 2
Postal town: Dublin
Contact
Internet address: http://www.medicalcouncil.ie 🌏
E-mail: procurement@mcirl.ie 📧
Phone: +353 14983100 📞
Fax: +353 14983102 📠
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=100382&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=100382&B=ETENDERS_SIMPLE 🌏

Reference
Dates
Date dispatched: 2016-07-01 📅
Submission deadline: 2016-08-02 📅
Publication date: 2016-07-06 📅
Identifiers
Notice number: 2016/S 128-229653
OJ-S issue: 128
Additional information
Attached as document.

Object
Scope of the procurement
Estimated total value: 390 000 EUR 💰
Short description:
Expressions of Interest (EOIs) are invited to tender for the provision of Asset Management and Investment Services. It is intended to establish a multi-party framework agreement for 3 years (+ option to extend for additional 3 years), with the top 3 tenderers selected following tender stage and application of the award criteria. An EOI requires submission of completed Qualification Questionnaire + associated appendices.
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Estimated value excluding VAT: 390 000 EUR 💰
Duration: 36 months
Description of renewals:
This framework agreement will be awarded for 3 years with the option to extend for an additional 3 years, up to a maximum of (6) years subject to satisfactory performance, business needs and budgetary constraints.
Additional information: Attached as document.
Place of performance
Main site or place of performance: Ireland.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:
Candidates must be appropriately regulated and evidence will be required prior to tender stage. Candidates must complete the self-declaration (see PQQ document) providing information to confirm whether they are licensed to carry out financial investment activities by the Central Bank of Ireland.
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Information about a particular profession: Services
Reference to relevant legislative or regulatory provisions: See III.1.1) above.
Contract execution
Contract performance conditions:
The successful service provider will be required to advise the Contracting Authority (CA) on the optimal investment of their assets. It is critical that any provider can demonstrate their ability to address risk levels, asset types and investment periods with a view to delivering both a short term and medium-long term management strategy. The CA reserves the option to terminate during that term for poor performance. The contract will be subject to strict review protocols and implementation of a service level agreement (SLA).
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Procedure
Minimum number of candidates: 5
Maximum number of candidates: 10
Objective criteria for choosing the limited number of candidates:
Please see pre-qualification questionnaire (PQQ) and associated appendices available via www.etenders.gov.ie
Number of participants to be contemplated: 3
Time of receipt of tenders: 12:00
Date of dispatch of invitations: 2016-08-09 📅
Languages in which tenders or requests to participate may be submitted: English 🗣️
Tender validity period: 12 months

Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Ciara McMorrow
Internet address: www.medicalcouncil.ie 🌏
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/458 🌏
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=100382&B=ETENDERS_SIMPLE 🌏

Complementary information
Review body
Name: The Medical Council
Postal address: Kingram House, Kingram Place
Postal town: Dublin
Postal code: 2
Country: Ireland 🇮🇪
Phone: +353 14983153 📞
E-mail: procurement@mcirl.ie 📧
Source: OJS 2016/S 128-229653 (2016-07-01)
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