Information de base

Numéro de référence

0000177711

Organisation émettrice

York University

Type d’appel d’offres

DDP - Demande de proposition (Formel)

Numéro d’appel d’offres

P21-007

Titre

Investment Manager Search Services

Code d’identité d’origine

PU.AC.ON.322261.C80817

Types d’accord

Accord de libre-échange canadien (ALÉC)

Approvisionnement dans le secteur parapublic

Détails

Emplacement

Canada, Ontario, Toronto

Type d’achat

Durée: 3 ans
Option: 2 years

Description

Address:
York University
Procurement Services
4700 Keele Street
Toronto, Ontario
Canada, M3J 1P3

Description:
See section 6.0 (General Statement of Work) of final RFP draft and populate with description of RFP. Consider any “Objectives” or “Deliverables” from the RFP document.

York’s expectations of the Selected Proponent are as follows, but are not limited to:

Consulting services and advice specializing in investment manager searches;
Ability to collaborate with York to customize the search criteria used to evaluate investment managers to ensure best fit with the Fund and desired mandate;
Search reports, including relevant characteristics and details for candidates on a long-list;
Search reports for short-listed candidates, including additional details and characteristics and rationale for long-listed candidates excluded from the short-list;
Assistance with setting up and participation in meetings to interview the short-listed candidates;
Presentations to and participation in meetings with York Investment Committee(s) to present the selected investment manager for approval; and
Participation in due diligence meetings on-site at premises of selected investment manager(s).
The deliverables may vary on a project-by-project basis and some deliverables may not be required for specific projects.

Frequency
The frequency and number of Manager Search projects will vary depending on factors that relate to the current investment managers and developments in the capital markets, which is not possible to determine in advance.
York will only consider Proposal submissions received from Proponents who have registered with MERX (www.MERX.com) for this competitive bid. Proposal submissions from Proponents who have not registered and obtained this Bid Document directly from MERX will be disqualified.

Tendering Website:
Proponents will find the complete RFP Documents at: https://www.merx.com/

Pricing and Payment Terms are available on the MERX website, respectively.

Procurement Method:
Open tender whereby all interested Proponents may submit a Proposal.

Estimated Quantities:
Available within the RFP Documents.

Submission Details:
Proponents shall submit their Proposal response at: https://yorku.bonfirehub.ca

Submission Deadline:
July 9, 2020 at 3:00:00 pm ET (local time).

Public Opening:
Not Applicable.
Conditions for Participation:
Available within the tender document.
Mandatory Submission Requirements:

Qualifications and Experience
Methodology
Additional Services
Sample Reports
References
Section 9.0 – Acknowledgement
Section 10.0 – Pricing Schedule

Complete submission requirements are provided within the RFP documents.

Scored Submission Requirements:

Mandatory Requirements
Qualifications and Experience
Methodology
Reports
Financial Evaluation; and
Short-Listed Proponent Presentation

Complete submission requirements are provided within the RFP documents.

This procurement is covered by Chapter 5 of the Canadian Free Trade Agreement.

Delivery Date:
Service implemented by a tentative date of September 1, 2020

Duration of Agreement:
See section 6.7 (Term) of final RFP draft.
The initial term of the Agreement shall be for thirty-six (36) months, with two (2) optional twelve (12) month extensions; for a potential Term of sixty (60) months.

Additional Options:
Available within the tender document.

Negotiation:
See section 5.2 (Selection of a Candidate for Negotiation) of final RFP draft.
York reserves the right in its sole discretion to negotiate modifications to any Proposal received without becoming obligated to offer to negotiate with any other Proponent(s).

Supplier Prequalification (if applicable):

Not Applicable.

Responses must be submitted in English.

Proponents should note that information contained within this notice is subject to change. Proponents are encouraged to download the tender document which contain the most current information.

If there is a conflict between the RFP documents and this RFP Notice, the RFP documents will take precedence.

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Dates

Publication

2020-06-11 14h34:42 HAE

Échéance de la réception des questions

2020-06-22 17h00:00 HAE

Questions sont soumises en ligne

Non

Date de fermeture

2020-07-09 15h00:00 HAE

Information du contact

Carolyn Fasick

416-736-2100 ext. 44626

cfasick@yorku.ca

Préférences, directives ou exigences de l’acheteur

Exigences générales

- Assurances requises

Processus de soumission

Type de soumission

Soumission physique

Directives additionelles d’appel d’offres

All Proposals and accompanying documents must be uploaded electronically at the appropriate project on https://yorku.bonfirehub.ca. York will NOT accept hard copy Proposals.

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© MERX - Tous droits réservés. Aucune partie des données de ce site Web ne peut être reproduite, enregistrée ou archivée ni transmise sous aucune forme que ce soit ni par mode électronique, mécanique, par photocopie, enregistrement ou autrement, sans la permission préalable de MERX et du Ministre du gouvernement participant (si applicable). Ni MERX, ni le Ministre, ni le responsable du contrat n'assumerons quelconque responsabilité et ne serons tenus responsables de quelconque dommage pour l'exactitude de l'information contenue dans la publication.