UK-Londra: Servizi di investimento pensionistico

Paese :

Gran Bretagna

Città/Luogo:

LONDINO

Numero di Bandi di Gara/Contratti:

eu:206943-2008

Data di pubblicazione :

Aug 8, 2008

Data limite :

Sept 10, 2008

Compratori:

LONDON BOROUGH OF EALING

Lingua Originale:

Inglese

Indirizzo :

LONDON BOROUGH OF EALING
LONDON , UNITED KINGDOM
Gran Bretagna

Sito Web :

www.ealing.gov.uk

Tipo del bando digara: 2220
-
Avviso di gara
Regolamento dell'acquisizione
: Comunità europee, con partecipazione dei paesi AAP
Pubblicazione del bollettino ufficiale dell'Unione Europea : 153/2008
, #
206943-2008
Natura del contratto : Appalto di servizi
Tipo di procedura

: Procedura ristretta
Tipo d'offerta richiesta: Offerta globale
Criteri d'aggiudicazione : Offerta economicamente più vantaggiosa

Sommario:
BANDO DI GARA
Servizi
SEZIONE I: AMMINISTRAZIONE AGGIUDICATRICE
I.1) DENOMINAZIONE, INDIRIZZI E PUNTI DI CONTATTO: London Borough of
Ealing, Perceval House, 14-16 Uxbridge Road, Ealing, Contattare: Strategic
Procurement, All'attenzione di: Jamelia Stewart, UK-London W5 2HL. Tel.
(44-2088) 25 99 62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088) 25 99
90.
Indirizzo(i) internet:
Amministrazione aggiudicatrice: www.ealing.gov.uk.
Profilo di committente: http://www.mytenders.org/search/
Search_AuthProfile.aspx?ID=AA0763.
Ulteriori informazioni sono disponibili presso: London Borough of Ealing,
Perceval House, 14-16 Uxbridge Road, Ealing, Contattare: Strategic
Procurement, All'attenzione di: Jamelia Stewart, UK-London W5 2HL. Tel.
(44-2088) 25 99 62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088) 25 99
90. Indirizzo Internet (URL): www.ealing.gov.uk.
Il capitolato d'oneri e la documentazione complementare (inclusi i
documenti per il dialogo competitivo e per il sistema dinamico di
acquisizione) sono disponibili presso: London Borough of Ealing, Perceval
House, 14-16 Uxbridge Road, Ealing, Contattare: Strategic Procurement,
All'attenzione di: Jamelia Stewart, UK-London W5 2HL. Tel. (44-2088) 25 99
62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088) 25 99 90. Indirizzo
Internet (URL): www.ealing.gov.uk.
Le offerte o le domande di partecipazione vanno inviate a: London Borough
of Ealing, Perceval House, 14-16 Uxbridge Road, Ealing, Contattare:
Strategic Procurement, All'attenzione di: Jamelia Stewart, UK-London W5
2HL. Tel. (44-2088) 25 99 62. E-mail: pensionfund@ealing.gov.uk. Fax
(44-2088) 25 99 90. Indirizzo Internet (URL): www.ealing.gov.uk.
II.1) DESCRIZIONE
II.1.6) CPV (Vocabolario comune per gli appalti): 67121100, 67131100.
Descrizione: Servizi di investimento pensionistico.
Servizi di gestione dei fondi pensione.
SEZIONE IV: PROCEDURA
IV.3) INFORMAZIONI DI CARATTERE AMMINISTRATIVO
IV.3.3) Condizioni per ottenere il capitolato d'oneri e la documentazione
complementare oppure il documento descrittivo Termine per il ricevimento
delle richieste di documenti o per l'accesso ai documenti: 10.9.2008.
IV.3.4) Termine per il ricevimento delle offerte o delle domande di
partecipazione: 10.9.2008 - 16:00.
IV.3.6) Lingue utilizzabili per la presentazione delle offerte/domande di
partecipazione: Inglese.

Testo originale
:
CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): London Borough of Ealing,
Perceval House, 14-16 Uxbridge Road, Ealing, Contact: Strategic
Procurement, Attn: Jamelia Stewart, UK-London W5 2HL. Tel. (44-2088) 25 99
62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088) 25 99 90.
Internet address(es):
General address of the contracting authority: www.ealing.gov.uk.
Address of the buyer profile: http://www.mytenders.org/search/
Search_AuthProfile.aspx?ID=AA0763.
Further information can be obtained at: London Borough of Ealing, Perceval
House, 14-16 Uxbridge Road, Ealing, Contact: Strategic Procurement, Attn:
Jamelia Stewart, UK-London W5 2HL. Tel. (44-2088) 25 99 62. E-mail:
pensionfund@ealing.gov.uk. Fax (44-2088) 25 99 90. URL: www.ealing.gov.uk.
Specifications and additional documents (including documents for
competitive dialogue and a dynamic purchasing system) can be obtained at:
London Borough of Ealing, Perceval House, 14-16 Uxbridge Road, Ealing,
Contact: Strategic Procurement, Attn: Jamelia Stewart, UK-London W5 2HL.
Tel. (44-2088) 25 99 62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088)
25 99 90. URL: www.ealing.gov.uk.
Tenders or requests to participate must be sent to: London Borough of
Ealing, Perceval House, 14-16 Uxbridge Road, Ealing, Contact: Strategic
Procurement, Attn: Jamelia Stewart, UK-London W5 2HL. Tel. (44-2088) 25 99
62. E-mail: pensionfund@ealing.gov.uk. Fax (44-2088) 25 99 90. URL:
www.ealing.gov.uk.
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
Body governed by public law.
General public services.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
Pension Fund Investment Advisory Service.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 27.
Main place of performance: Within the London Borough of Ealing.
NUTS code: UK.
II.1.3) The notice involves: A public contract.
II.1.5) Short description of the contract or purchase(s): The London
Borough of Ealing has identified the need to develop and implement a
Pension Fund Investment Advisory Service.
Ealing Council is the administering authority for the London Borough of
Ealing's Pension Fund. A number of contracts operate and assist the
Pension Fund which requires to be managed, monitored and reported in an
effective and efficient manner. The contract of the Pension Fund
Investment Advisory Service is to be re-tendered. This contract is an
essential support service to Ealing's Pension Fund as the support service
ensures that the Pension Fund Panel Members are fully briefed when making
decisions or monitoring performance in this specialist area.
II.1.6) Common procurement vocabulary (CPV): 67121100, 67131100.
II.1.7) Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.1.8) Division into lots: No.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: The current expenditure of the Pension
Fund Investment Advisory Service is 300 000 GBP.
II.2.2) Options: Yes.
Description of these options: There will be a provision in the contract
terms giving the parties the option to agree to extend the contract period
specified in II.3 for a further two (2) years. Such option would be
excercised prior to the expiry of the initial contract period.
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Starting:
1.4.2009. Completion: 30.3.2012.
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.2) Main financing conditions and payment arrangements and/or
reference to the relevant provisions regulating them: Tenders must be
priced in priced in pounds sterling and all payments under the contract
shall be made in pounds sterling.
III.1.4) Other particular conditions to which the performance of the
contract is subject: No.
III.2) CONDITIONS FOR PARTICIPATION
III.2.1) Personal situation of economic operators, including requirements
relating to enrolment on professional or trade registers: Information and
formalities necessary for evaluating if requirements are met: (1) All
candidates will be required to produce a certificate or declaration
demonstrating that they are not bankrupt or the subject of an
administration order, are not being wound-up, have not granted a trust
deed, are not the subject of a petition presented for sequestration of
their estate, have not had a receiver, manager or administrator appointed
and are not otherwise apparently insolvent.
(2) All candidates will be required to produce a certificate or
declaration demonstrating that the candidate, their directors, or any
other person who has powers of representation, decision or control of the
candidate has not been convicted of conspiracy, corruption, bribery, or
money laundering. Failure to provide such a declaration will result in the
candidate being declared ineligible and they will not be selected to
participate in this procurement process.
(3) All candidates will be required to produce a certificate or
declaration demonstrating that they have not been convicted of a criminal
offence relating to the conduct of their business or profession.
(4) All candidates will be required to produce a certificate or
declaration demonstrating that they have not committed an act of grave
misconduct in the course of their business or profession.
(5) All candidates must comply with the requirements of the State in which
they are established, regarding registration on the professional or trade
register.
(6) Any candidate found to be guilty of serious misrepresentation in
providing any information required, may be declared ineligible and not
selected to continue with this procurement process.
(7) All candidates will have to demonstrate that they are licensed, or a
member of the relevant organisation, in the State where they are
established, when the law of that State prohibits the provision of the
services, described in this notice, by a person who is not so licensed or
who is not a member of the relevant organisation.
(8) All candidates will be required to produce a certificate or
declaration demonstrating that they have fulfilled obligations relating to
the payment of social security contributions under the law of any part of
the United Kingdom or of the relevant State in which the candidate is
established.
(9) All candidates will be required to produce a certificate or
declaration demonstrating that they have fulfilled obligations relating to
the payment of taxes under the law of any part of the United Kingdom or of
the relevant State in which the economic operator is established.
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: (1) All candidates will
be required to provide a reference from their bank.
(2) All candidates will be required to provide evidence of relevant
professional risk indemnity insurance.
(3) All candidates will be required to provide a statement, covering the 3
previous financial years including the overall turnover of the candidate
and the turnover in respect of the activities which are of a similar type
to the subject matter of this notice.
(4) All candidates will be required to provide statements of accounts or
extracts from those accounts relating to their business.
Minimum level(s) of standards possibly required: All candidates will be
required to provide evidence that their stated annual turnover exceeds 150
000 GBP. Where the stated annual turnover is less than the 150 000 GBP
deemed necessary to support this contract, the candidate will not be
invited to tender.
If bidding as part of a consortium we may review the capacities of other
entities or members in the group. Where a consortium cannot demonstrate a
current annual turnover of 150 000 GBP or above the consortium will not be
invited to tender.
III.2.3) Technical capacity: Information and formalities necessary for
evaluating if requirements are met: (1) A statement of the candidate's
average annual number of staff and managerial staff over the previous 3
years.
(2) Details of the educational and professional qualifications of their
managerial staff; and those of the person(s) who would be responsible for
providing the services or carrying out the work or works under the
contract;
(3) All candidates will be required to provide certification from an
independent body attesting conformity to environmental management
standards in accordance with the Community Eco-Management and Audit Scheme
(EMAS); or the European standard BS EN ISO 14001.
(4) All candidates will be required to provide certification drawn up by
an independent body attesting the compliance of the economic operator with
quality assurance standards based on the relevant European standards.
(5) Samples, descriptions and/or photographs, the authenticity of which
must be certified if the contracting authority so requests.
(6) A statement of the principal goods sold or services provided by the
supplier or the services provider in the past 3 years, detailing the dates
on which the goods were sold or the services provided; the consideration
received; the identity of the person to whom the goods were sold or the
services were provided.
(7) A check may be carried out by the contracting authority or by a
competent official body of the State in which the candidate is
established, to verify the technical capacity of the candidate; and if
relevant, on the candidates study and research facilities and quality
control measures.
(8) A statement of the candidate's technical facilities; measures for
ensuring quality; and their study and research facilities.
(9) An indication of the proportion of the contract which the services
provider intends possibly to subcontract.
(10) A statement of the technicians or technical services available to the
candidate to carry out the work under the contract; or be involved in the
production of goods or the provision of services under the contract;
particularly those responsible for quality control, whether or not they
are independent of the candidate.
(11) A statement of the tools, plant or technical equipment available to
the service provider or contractor for carrying out the contract.
(12) A list of works carried out over the past 5 years, detailing the
value of the consideration received; when and where the work or works were
carried out; and whether they were carried out according to the rules of
the trade or profession and properly completed.
Minimum level(s) of standards possibly required: In order to asses whether
a candidate meets the minimum standards of technical and/or professional
ability we consider necessary to ensure that all elements of the contract
are fully delivered, candidates will be asked to nominate 5 referees who
are local authorities, public bodies or companies and with whom the bidder
been engaged in a similar contract. References will be taken up as part of
the process of drawing up the short list of candidates who will be invited
to tender. We reserve the right to consult further with candidates’ stated
referees as part of the process of evaluating tenders.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.2) Legal entities should indicate the names and professional
qualifications of the staff responsible for the execution of the service:
Yes.
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: 7.
IV.2) AWARD CRITERIA
IV.2.1) Award criteria: The most economically advantageous tender in
terms of the criteria stated in the specifications, in the invitation to
tender or to negotiate or in the descriptive document.
IV.2.2) An electronic auction will be used: No.
IV.3) ADMINISTRATIVE INFORMATION
IV.3.1) File reference number attributed by the contracting authority:
Tender Reference 596.
IV.3.3) Conditions for obtaining specifications and additional documents
or descriptive documentTime limit for receipt of requests for documents or
for accessing documents: 10.9.2008.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
10.9.2008 - 16:00.
IV.3.5) Date of dispatch of invitations to tender or to participate to
selected candidates: 22.9.2008.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
SECTION VI: COMPLEMENTARY INFORMATION
VI.3) ADDITIONAL INFORMATION: The Council has a statutory obligation to
consider equalities as part of the contract. Suppliers will be required to
demonstrate their compliance with all relevant equalities legislation as
well as commitment to equalities throughout the delivery of the service.
(MT Ref:58736).
VI.5) DATE OF DISPATCH OF THIS NOTICE: 6.8.2008.

UK-Londra: Servizi di investimento pensionistico

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