Investment Advisory Services

National University of Ireland, Galway (NUI Galway)

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.

Deadline
The time limit for receipt of tenders was 2018-08-20. The procurement was published on 2018-07-18.

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

What?

Where?

Procurement history
Date Document
2018-07-18 Contract notice
2019-06-21 Contract award notice
Contract notice (2018-07-18)
Contracting authority
Name and addresses
Name: National University of Ireland, Galway (NUI Galway)
National registration number: N/a
Postal address: University Road
Postal town: Galway
Postal code: Galway
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช
Contact person: Contracts Officer
Phone: +353 91493970 ๐Ÿ“ž
E-mail: nuigtenders@nuigalway.ie ๐Ÿ“ง
Fax: +353 91494515 ๐Ÿ“ 
Region: West ๐Ÿ™๏ธ
URL: http://www.nuigalway.ie ๐ŸŒ
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/414 ๐ŸŒ
Communication
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=132431&B=ETENDERS_SIMPLE ๐ŸŒ
Participation URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=132431&B=ETENDERS_SIMPLE ๐ŸŒ

Object
Scope of the procurement
Title: Investment Advisory Services NUIG/CON539/2018
Products/services: Banking and investment services ๐Ÿ“ฆ
Short description:
โ€œNUI Galway are seeking to appoint an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable asset...โ€    Show more

1๏ธโƒฃ
Additional products/services: Financial and insurance services ๐Ÿ“ฆ
Place of performance: West ๐Ÿ™๏ธ
Main site or place of performance: Galway.
Description of the procurement:
โ€œNUI Galway are seeking to appoint an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable asset...โ€    Show more
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
Duration of the contract, framework agreement or dynamic purchasing system
The time frame below is expressed in number of months.
Description
Duration: 120

Legal, economic, financial and technical information
Economic and financial standing
Selection criteria as stated in the procurement documents
Technical and professional ability
Selection criteria as stated in the procurement documents

Procedure
Type of procedure
Open procedure
Administrative information
Time limit for receipt of tenders or requests to participate: 2018-08-20 10:00 ๐Ÿ“…
Languages in which tenders or requests to participate may be submitted: English ๐Ÿ—ฃ๏ธ
Conditions for opening of tenders: 2018-08-20 10:00 ๐Ÿ“…

Complementary information
Information about recurrence
This is a recurrent procurement โœ…
Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
Review body
Name: The High Court
Postal town: Dublin
Country: Ireland ๐Ÿ‡ฎ๐Ÿ‡ช
Source: OJS 2018/S 137-313146 (2018-07-18)
Contract award notice (2019-06-21)
Object
Scope of the procurement
Short description:
โ€œNUI Galway has awarded a contract for an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable...โ€    Show more
Currency code: EUR ๐Ÿ’ฐ
Total value of the procurement (excluding VAT) (lowest offer): 0.15
Total value of the procurement (excluding VAT) (highest offer): 0.35
Description
Main site or place of performance: Galway
Description of the procurement:
โ€œNUI Galway has appointed an independent investment advisor to assist in reviewing its overall strategy, to identify and recommend suitable asset manager(s)...โ€    Show more
Award criteria
Quality criterion (name): Understanding of Brief
Quality criterion (weighting): 10 %
Quality criterion (name): Proposed Methodology
Quality criterion (weighting): 30 %
Quality criterion (name): Contract Management
Quality criterion (weighting): 20 %
Cost criterion (name): Cost
Cost criterion (weighting): 40 %

Procedure
Administrative information
Previous publication concerning this procedure: 2018/S 137-313146

Award of contract

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Contract Number: 1
Title: Investment Advisory Services
Date of conclusion of the contract: 2019-03-12 ๐Ÿ“…
Information about tenders
Number of tenders received: 9
Number of tenders received from SMEs: 9
Number of tenders received from tenderers from other EU Member States: 1
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 9
Name and address of the contractor
Name: Stanhope Consulting (a division of Stanhope Capital LLP)
National registration number: GB 848 2637 94
Postal address: 35 Portman Square
Postal town: London
Postal code: W1H 6LR
Country: United Kingdom ๐Ÿ‡ฌ๐Ÿ‡ง
Phone: +44 2077251800 ๐Ÿ“ž
E-mail: aryder@stanhopecapital.com ๐Ÿ“ง
Region: London ๐Ÿ™๏ธ
URL: http://www.stanhopecapital.com ๐ŸŒ
The contractor is an SME โœ…
Information on value of the contract/lot (excluding VAT)
Currency code: EUR ๐Ÿ’ฐ
Lowest offer: 0.15
Highest offer: 0.35

Complementary information
Review body
Postal address: Four Courts
Postal code: 7
Phone: +353 18886000 ๐Ÿ“ž
E-mail: highcourtcentraloffice@courts.ie ๐Ÿ“ง
URL: www.courts.ie ๐ŸŒ
Source: OJS 2019/S 120-294755 (2019-06-21)