Framework agreement for services relating to a general mandate covering advisory services for the Hydralis Board of Directors in terms of investments and operational asset management services for a potential duration of eight years
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HYDRALIS OFP in België heeft behoefte aan adviesdiensten en operationele vermogensbeheerdiensten voor de raad van bestuur, met betrekking tot investeringen en operationeel vermogensbeheer, via een raamovereenkomst met een potentiële duur van 8 jaar. De aanbesteding omvat diensten voor het beheer van pensioenfondsen. De gunningscriteria zijn kosten (35%), methodologische aanpak (22%), teamstructuur (23%) en voorbeelden van rapporten (20%). Leveranciers moeten 2 referenties overleggen van adviesmandaten die de afgelopen 5 jaar zijn uitgevoerd voor Europese pensioenfondsen of Europese levensverzekeringsmaatschappijen.
About the bid
- Contact phone
- +32 25188230
- Contact email
- sd@vivaqua.be
- Address
- Keizerinlaan 17-19, 1000 Brussel
This contract consists of a framework agreement for the performance of a general mandate of advisory and operational asset management for Hydralis, as and when required, over a potential duration of eight years.
Custom Assessment Criteria
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Award Criteria
Description
The cost will be calculated based on the prices given in the price schedule and the estimated scope of the services to be performed based on the framework agreement for a duration of eight years. It should be pointed out that the assumed quantities specified are provided for information purposes only and do not commit Hydralis. They may turn out to be higher or lower without the successful tenderer for the framework agreement being able to claim any compensation whatsoever.
Description
Tenderers will complete a methodological note describing their operational approach to performing them. Each methodological note will specifically include a detailed schedule identifying the steps and a description of the content of each of the steps for i) the mandate to revise the Strategic Asset Allocation, and ii) for the operational asset management mandate, regarding the transition plan for these assets. See clause 3.1.3.1.2 in the Special Specifications no. 2488.
Description
Tenderers shall provide a note that contains a description of the structure of the proposed team for each mandate based on 3 contact and operational levels, namely 1) first line contacts, 2) mandate manager and their "back up", 3) any specialists who may add specific value in performing the mandate in question. See clause 3.1.3.1.3 in the Special Specifications no. 2488.
Description
With regards the operational asset management mandate as set out in clause 2.2.2 in the Special Specifications no 2488, in response to this criterion, the tenderer will provide theoretical examples of typical and detailed monthly and quarterly reports in line with the contract described above, such as it would agree to provide should it be awarded the contract. It will provide examples from clients, potentially "on a no name basis", incorporating the quantitative and qualitative parameters that are usually provided under operational asset management. With regards the mandate of support in the capacity of an Advisor as set out in clause 2.2.1.2 in the Special Specification no 2488, in response to this criterion, the tenderer will provide pro-formas of analysis reports such as it would agree to produce should it be awarded the contract, every quarter or when specific recommendations for portfolio adjustments could prove necessary. See clause 3.1.3.1.4 in the Special Specifications no. 2488.
Qualification requirements
Description
Leverandøren må fremlegge 2 referanser for et "rådgivningsmandat" utført i løpet av de siste 5 årene før lanseringen av denne kontrakten (datoen som skal tas i betraktning er publiseringsdatoen for kunngjøringen) på vegne av europeiske pensjonsfond eller europeiske livsforsikringsselskaper.
Documentation Requirement
Se Spesielle Spesifikasjoner nr. 2488 og vedlegg nr. 7.
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See the full notice
- Contracting authority
- HYDRALIS OFP
- Title
- Framework agreement for services relating to a general mandate covering advisory services for the Hydralis Board of Directors in terms of investments and operational asset management services for a potential duration of eight years
- Type
- Main code
- Supplemental codes
- Location
- Arr. de Bruxelles-Capitale/Arr. Brussel-Hoofdstad
- Duration
- 8 years
No supplemental codes from buyer…