Consultancy services for a review of the strategic asset allocation
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.
International open invitation to tender with discretionary award of contract.
Consultancy services for a review of the strategic asset allocation.
Payment for the services will be made on acceptance of the final report and after receipt of a correct invoice within 30 days.
Principally at the Contractor's premises.
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).
European Patent Office
Central Procurement (Dept. 4.8.2)
Tender No. 1539
Fax No.: 089-2399-4145
Procurement Documents will be forwarded upon written, faxed or E-Mail request.
16 May 2012, 12.00 hrs, noon (CET)
23 May 2012, 12.00 hrs, noon (CET)
Questions must be submitted by letter, fax or E-Mail.
15 June 2012, 12.00 hrs, noon (CET)
Bids must be submitted in original.
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.
The Procurement Documents will be available in English only.
Customer and bank references as specified in the questionnaire in annex 1 of the General Conditions to Tender.
Six months following the final date for receipt of bids indicated in point 6 d).
(please note that criteria are not mentioned in order of importance)
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