SS17034 - Equity Investments

This requirement is for an ‘Equity Investments’ service for Kent County Council in a Portfolio of Local Organisations.

This Tender is a re-Procurement for a Provider of an existing service, to Supply, Purchase, Monitor and Manage Equity Investments in a Portfolio of Organisations and deliver on going sustainable income from these investments.

This opportunity is being offered via an open procurement process, with a Selection and Award stage. The Selection stage, stage (1) will comprise of e.g. Mandatory, Discretionary, Financial, Capacity, Experience and Health & Safety Questions. Potential Providers may be rejected at this stage. Stage two (2) will be an Award stage, which will comprise of e.g. Capability, Technical Ability and Pricing questions.

During this contract period it may be necessary to revise and vary aspects of this contract, for example: an expansion or reduction of the scope, practises, reporting, Legal requirements and funding aspects.

The contract is anticipated to commence upon the 27th Novemner 2017 and will continue for a period of 3 years, made up of a 2 year initial period and an option for a 1 year extension, unless terminated in accordance with the Terms and Conditions of Contract, as attached to the Tender document, on the Kent Business Portal.

Background
Kent County Council (the council) is the largest county council in England covering an area of 3,500 square kilometres. It has an annual expenditure of over £900m on goods and services and a population of 1.3m. The Council provides a wide range of personal and strategic services on behalf of its residents, operating in partnership with 12 district councils and 289 parish/town councils.

Further background and technical information can be found within the tender documentation.
Expression of Interest and Tender Process
Expressions of interest will only be accepted via the Kent Business Portal. In order to submit your interest in this opportunity please select the ‘Login and Express an Interest’ button located at the bottom of this page. Note that in order to successfully submit your interest you will first need to register for an account. After registration is complete and you've received your login details you should return to the advert for the opportunity and express your interest.

You will then be emailed an invitation to submit a tender. Further guidance regarding how to use this portal can be found attached to the bottom of this advert.
The Tender will remain open until: 9.30am 2/11/2017

Questions may be asked between the dates: 12:00 noon 19th October 2017

Final Clarification Questions will be answered by: 4pm 26th October 2017

Indicative Procurement Timetable

Issue of Award Letters: 16th November 2017
Contract issued for signature: 21st November 2017

Questions and Communication
Please direct all questions and communication through the Kent Business Portal via the discussions facility. Further guidance can be can be found within the guide located at the bottom of this page.

Additional requirements:

• As part of the Tender response Tenderers will be required to demonstrate their ability to deliver a successful service to organisations with this requirement of the size and complexity of a County Council.
• A financial assessment will be completed by the council as part of the Tender ‘Mandatory’ requirement.
• All documentation will be issued and returned electronically, including Contract documents