Published notice: International open invitation to tender no. 1539 (D - Munich)

Consultancy services for a review of the strategic asset allocation 

  1. Awarding Authority:

    The European Patent Organisation (EPO) through the European Patent Office: Headquarters, Erhardtstrasse 27, D-80469 Munich, Postal address: EPO, D-80298 Munich.
    The European Patent Organisation is an intergovernmental organisation set up pursuant to the European Patent Convention which entered into force in 1977. At present it has 38 Member States (Albania, Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Norway, Poland, Portugal, Romania, San Marino, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom). The executive body of the EPO is the European Patent Office which is charged with the searching and examination of European patent applications and the granting of European patents. It employs approximately 6700 staff at EPO headquarters in Munich, a branch at The Hague/Rijswijk (NL) and sub-offices in Berlin and Vienna (the number of Member States and staff members indicated may change).
    The Reserve Funds for Pensions and Social Security (RFPSS) of the EPO are a special class of asset which lend support to the pension and social security schemes by providing the appropriate reserves. The Fund Administrator, who is responsible for directing the RFPSS, is currently inviting bids for a review of the strategic asset allocation.

  2. Award procedure:

    International open invitation to tender with discretionary award of contract.

  3. Description of the contract:

    1. Purpose of the contract:

      Consultancy services for a review of the strategic asset allocation.

    2. Division into lots:

      Not applicable.

    3. Any deposits and guarantees required:

      Not applicable.

    4. Main terms concerning payment:

      Payment for the services will be made on acceptance of the final report and after receipt of a correct invoice within 30 days.

    5. Qualifications required by law:

      Not applicable.

  4. Place and period of performance:

    1. Place at which the contract is to be performed:

      Principally at the Contractor's premises.

    2. Duration of contract or time limit for delivery or completion of services/work:

      The duration of the contract is limited to the provision of the services described above. An interim report (Phase I) shall be delivered in the first half of September 2012 and is to be presented on the 25th or 26th September 2012. The final report (Phase II) shall be delivered towards the end of January 2013 and is to be presented in mid February 2013 (exact dates to be confirmed).

  5. Variants:

    Not permitted.

  6. Requests for the Procurement Documents and receipt of bids:

    1. Name and address of department from which the Procurement Documents and clarification of the Procurement Documents may be requested:

      European Patent Office
      Central Procurement (Dept. 4.8.2)
      Tender No. 1539
      Erhardtstrasse 27,
      80469 Munich,

      Fax No.: 089-2399-4145

      Procurement Documents will be forwarded upon written, faxed or E-Mail request.

    2. Final date for receipt by the EPO of requests for the Procurement Documents:

      16 May 2012, 12.00 hrs, noon (CET)

    3. Final date for receipt by the EPO of requests for clarification:

      23 May 2012, 12.00 hrs, noon (CET)
      Questions must be submitted by letter, fax or E-Mail.

    4. Final date for receipt of bids/number of copies to be sent:

      15 June 2012, 12.00 hrs, noon (CET)
      Bids must be submitted in original.

    5. Address to which the requests for clarification and bids must be sent:

      As in point 6 a).

      Please submit bids by post only and not by fax or E-Mail. Bids submitted by fax or E-Mail will be excluded.

    6. Language or languages in which requests for clarification and bids must be drawn up:

      The Procurement Documents will be available in English only.

  7. Legal form of the grouping in the event of a joint bid:

    Not permitted.

  8. Information and evidence concerning the bidder's financial and economic standing and technical and professional competence:

    Customer and bank references as specified in the questionnaire in annex 1 of the General Conditions to Tender.

  9. Period during which the bidder is bound by his bid:

    Six months following the final date for receipt of bids indicated in point 6 d).

  10. Criteria for the award of contract:

    (please note that criteria are not mentioned in order of importance)

    • General standard of submitted documentation
    • References, experience and qualifications of the contractor in asset allocation advisory services
    • Economic assumptions and models
    • Optimisation methodologies
    • Presentation of the bid at the EPO
    • Price
  11. Other information:

    The bidder shall keep confidential all data relating to the services provided and shall safeguard such data against access by third parties and any potential abuse thereof.
    Contract award is expected to take place in July 2012.
    It is planned to give short-listed bidders an opportunity to present their bids in July 2012 at the EPO in Munich. Please understand that the EPO does not reimburse any costs incurred by the bidders in regard to such bid presentations.

    NUTS code: DE 212

    CPV codes: 66141000-0, 66171000-9, 66523000-2

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