Ausschreibungen u. Aufträge: Anlagenverwaltung - UK-Bristol
Pensionsinvestitionsdienste.
Dokument Nr...................: 148123-2004
Veröffentlicht................: 03.09.2004
*
VERGABEBEKANNTMACHUNG
Dienstleistungsauftrag
I.1) Offizieller Name und Anschrift des öffentlichen Auftraggebers: The
Environment Agency, Att: Steph Galliford/Gary Coleman, Rio House, Aztec
West, UK-Bristol BS32 4UD. Tel.: 01454 624091. Fax: 01454 624320. E-mail:
gary.coleman@environment-agency.gov.uk. URL:
www.environment-agency.gov.uk.
II.1.8.1) Gemeinsames Vokabular für öffentliche Aufträge (CPV): 67121100.
Beschreibung: Pensionsinvestitionsdienste.
IV.3.3) Schlusstermin für den Eingang der Angebote oder
Teilnahmeanträge: 4.10.2004.
IV.3.5) Sprache oder Sprachen, die für die Angebotslegung oder
Teilnahmeanträge verwendet werden können: Englisch.
OT: CONTRACT NOTICE
Services
This contract is covered by the Government Procurement Agreement (GPA):
Yes.
SECTION I: CONTRACTING AUTHORITY
I.1) Official name and address of the contracting authority: The
Environment Agency, Att: Steph Galliford/Gary Coleman, Rio House, Aztec
West, UK-Bristol BS32 4UD. Tel.: 01454 624091. Fax: 01454 624320. E-mail:
gary.coleman@environment-agency.gov.uk. URL:
www.environment-agency.gov.uk.
I.2) Address from which further information can be obtained: As in I.1.
I.3) Address from which documentation may be obtained: As in I.1.
I.4) Address to which tenders/requests to participate must be sent: As
in I.1.
I.5) Type of contracting authority: Body governed by public law.
SECTION II: OBJECT OF THE CONTRACT
II.1) Description
II.1.3) Type of service contractService category: 6.
II.1.4) Framework agreement: No.
II.1.5) Title attributed to the contract by the contracting authority:
Investment management of a UK portfolio.
II.1.6) Description/object of the contract: The investment management of
an UK equity portfolio valued at approximately 160 000 000 GBP. The
appointed investment managers will be expected to manage the assets in
accordance with the Local Government Pension Scheme Regulations and the
Agency"s Statement of investment Principles, environmental overlay and
corporate governance strategies. The appointed investment managers must
have a strong and credible investment process, which should include the
demonstrable ability to understand and assess the financial risks and
opportunities that can arise from economic, social and environmental
issues and to manage these within the portfolio to produce superior
investment returns. The appointed managers must demonstrate corporate
research, engagement and governance capability (this must include
environmental issues) and/or the ability to work with third parties on
corporate research, engagement and governance. There will be a
performance target of exceeding the benchmark return by 2.0 % per annum
on a rolling three-year basis.
II.1.7) Site or location of works, place of delivery or performance:
England and Wales.
II.1.8) Nomenclature
II.1.8.1) Common Procurement Vocabulary (CPV): 67121100.
II.1.9) Division into lots: No.
II.1.10) Will variants be accepted: Yes.
II.2) Quantity or scope of the contract
II.2.1) Total quantity or scope: The contract is expected to run for at
least three years with regular performance reviews under the Local
Government Pension Scheme regulations, however, the Agency may terminate
the contract at any time.
II.3) Duration of the contract or time limit for completion: 36 months
from the award of the contract.
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) Conditions relating to the contract
III.1.3) Legal form to be taken by the grouping of suppliers,
contractors or service providers to whom the contract is awarded: Each
service provider to be jointly and severally liable for the performance
of the contract.
III.2) Conditions for participation
III.2.1) Information concerning the personal situation of the
contractor, supplier or service provider and information and formalities
necessary for the evaluation of the minimum economic, financial and
technical capacity required: Requests to participate must be accompanied
by the following:
proof of relevant authorisations under the Financial Services and Markets
Act;
details of all instances where the supplier (or any parent or subsidiary
of the supplier) has had a licence revoked or been fined by any relevant
regulatory body;
details of any outstanding disciplinary action before any relevant
regulatory body;
annual performance data (to GIPS standard) for the five individual years
ending 31.3.2004 for comparable UK pension funds with similar performance
targets including detail of benchmark used. Data should also be provided
for rolling three- and five- year periods;
details of corporate structure and ownership together with most recent
company report and accounts;
number of investment management staff by activity including sustainable
responsible investment and corporate governance;
brief CVs of the team proposed including corporate governance and SRI
staff;
details as at 31.3.2004 of the market value of total assets under
management, UK Pension Fund assets under management, UK Equities under
management;
a discounted fee scale for mandates of this type and size;
copies of enquirer"s Corporate Governance and SRI policies;
details of voting activity over the last two years;
an explanation in less than 500 words of how sustainable
environmentally-responsible investment and corporate environmental
governance is integrated into the investment process including details of
any external research/suppliers and/or in-house tools and techniques used.
III.3) Conditions specific to services contracts
III.3.1) Provision of the service is reserved to a specific profession:
Yes.
Requests to participate will only be accepted from organisations
authorised by the Financial Services Authority to conduct investment
business in the United Kingdom or overseas equivalent.
III.3.2) Legal entities required to state the names and professional
qualifications of the personnel responsible for execution of the
contract: No.
SECTION IV: PROCEDURE
IV.1) Type of procedure: Restricted.
IV.1.1) Candidates already selected: No.
IV.2) Award criteria: The most economically advantageous tender in terms
of:
Criteria as stated in contract documents.
IV.3) Administrative information
IV.3.1) Reference number attributed to the file by the contracting
authority: 14231.
IV.3.3) Time-limit for receipt of tenders or requests to participate:
4.10.2004.
IV.3.5) Language or languages in which tenders or requests to
participate can be drawn up: English.
SECTION VI: OTHER INFORMATION
VI.1) Non-mandatory notice: No.
VI.3) The contract relates to a project/programme financed by EU funds:
No.
VI.4) Additional information: Expressions of interest must be made to
steph.galliford@environment-agency.gov.uk.
IV.1.4) A minimum of 5 suppliers will be invited to tender, assuming
sufficient qualified candidates.
VI.5) Date of dispatch of this notice: 27.8.2004.
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