Services - 548701-2020

16/11/2020    S223

Italy-Palermo: Portfolio management services

2020/S 223-548701

Contract notice

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: Ufficio speciale Centrale unica di committenza Regione Siciliana
Postal address: via Notarbartolo 17
Town: Palermo
NUTS code: ITG12 Palermo
Postal code: 90141
Country: Italy
Contact person: Antonio Lo Presti
E-mail: centraleunicadecommittenza@regione.sicilia.it
Telephone: +39 0917076809
Fax: +39 0917076898
Internet address(es):
Main address: https://appalti.regione.sicilia.it
Address of the buyer profile: http://pti.regione.sicilia.it/portal/page/portal/PIR_PORTALE/PIR_LaStrutturaRegionale/PIR_AssessoratoEconomia/PIR_DipBilancioTesoro/PIR_CentraleUnicadiCommittenza
I.2)Information about joint procurement
The contract is awarded by a central purchasing body
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: https://appalti.regione.sicilia.it/PortaleAppalti/it/homepage.wp
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://appalti.regione.sicilia.it/PortaleAppalti/it/homepage.wp
Tenders or requests to participate must be submitted to the abovementioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: https://appalti.regione.sicilia.it/PortaleAppalti/it/homepage.wp
I.4)Type of the contracting authority
Regional or local authority
I.5)Main activity
General public services

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Procedura aperta, su delega, per l'affidamento del servizio «gestione patrimoniale del portafoglio titoli» d'interesse del fondo pensioni della Regione Siciliana.

II.1.2)Main CPV code
66140000 Portfolio management services
II.1.3)Type of contract
Services
II.1.4)Short description:

Procedura aperta, su delega, per l'affidamento del servizio «gestione patrimoniale del portafoglio titoli» d'interesse del fondo pensioni della Regione Siciliana.

II.1.5)Estimated total value
Value excluding VAT: 3 200 000.00 EUR
II.1.6)Information about lots
This contract is divided into lots: yes
Tenders may be submitted for maximum number of lots: 2
Maximum number of lots that may be awarded to one tenderer: 1
II.2)Description
II.2.1)Title:

Gestione patrimoniale del portafoglio titoli mandato obbligazionario Euro Aggregate IG target date

Lot No: 1
II.2.2)Additional CPV code(s)
66140000 Portfolio management services
II.2.3)Place of performance
NUTS code: ITG12 Palermo
Main site or place of performance:

Palermo (PA)

II.2.4)Description of the procurement:

Gestione patrimoniale del portafoglio titoli mandato obbligazionario Euro Aggregate IG target date

II.2.5)Award criteria
Criteria below
Quality criterion - Name: proposta di portafoglio — performance track record / Weighting: 20
Quality criterion - Name: struttura/organizzazione / Weighting: 15
Quality criterion - Name: processo d'investimento / Weighting: 15
Quality criterion - Name: controllo rischi / Weighting: 10
Quality criterion - Name: focalizzazione su mandato / Weighting: 10
Price - Weighting: 30
II.2.6)Estimated value
Value excluding VAT: 1 600 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 96
This contract is subject to renewal: no
II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Eventuale rinnovo.

II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description
II.2.1)Title:

Gestione patrimoniale del portafoglio titoli mandato obbligazionario Euro Aggregate IG target date

Lot No: 2
II.2.2)Additional CPV code(s)
66140000 Portfolio management services
II.2.3)Place of performance
NUTS code: ITG12 Palermo
Main site or place of performance:

Palermo (PA)

II.2.4)Description of the procurement:

Gestione patrimoniale del portafoglio titoli mandato obbligazionario Euro Aggregate IG target date

II.2.5)Award criteria
Criteria below
Quality criterion - Name: struttura/organizzazione / Weighting: 15
Quality criterion - Name: processo d'investimento / Weighting: 15
Quality criterion - Name: controllo rischi / Weighting: 10
Quality criterion - Name: focalizzazione su mandato / Weighting: 10
Quality criterion - Name: proposta di portafoglio — performance track record / Weighting: 20
Price - Weighting: 30
II.2.6)Estimated value
Value excluding VAT: 1 600 000.00 EUR
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 96
This contract is subject to renewal: no
II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Eventuale rinnovo.

II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 22/12/2020
Local time: 10:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
Italian
IV.2.7)Conditions for opening of tenders
Date: 15/01/2021
Local time: 10:30

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Official name: Foro di Palermo
Town: Palermo
Postal code: 90141
Country: Italy
VI.5)Date of dispatch of this notice:
11/11/2020