Global Equities Investment Mandate (2022-064_BOS-FNM_GlobalEquitiesInvestment)
09/11/2022-Q&A SET 2 Can be found under Document Tab below
RFP Published by WHO on 9 November 2022
The date appearing above as “Published on” may differ since it corresponds to the publication of additional sets of documents such as Answers to Bidders questions if any.
Please note that this is a closed RFP available only to vendors who have been invited to participate.
Dear Prospective Bidder, Subject: The purpose of this Request for Proposals (RFP) is to enter into a contractual agreement with a successful bidder and select a suitable Contractor to manage a global equities investment mandate of between $125 million and $170 million for the World Health Organization (WHO)’s Staff Health Insurance (SHI) fund. WHO performed a search for global equities funds that would be a suitable basis for a segregated investment mandate, and it has shortlisted several funds for further investigation. This RFP is being sent to the managers of those shortlisted funds. The segregated mandate would be a modified version of an existing global equities fund managed by the bidder, and the name of that fund will be communicated by WHO to the bidder in a separate email. The segregated mandate would exclude any stocks in the fund which do not comply with the WHO ESG and ethical investment restrictions. (2022-064_BOS-FNM_GlobalEquitiesInvestment)
You are invited to submit a proposal for the above-mentioned Request for Proposals for the World Health Organization, Department HQ/BOS/FNM/TSY in accordance with the RFP documents: please click on "Express Interest", “View Documents”, and then, on the “RFP Documents” tab:
Request for Proposal
Appendix 1 - Sustainability Questionnaire
Appendix 2 - Questionnaire on Investment Approach (Excel and Word)
Annex 1 - Acknowledgement Form
Annex 2 - Confidentiality Undertaking Form
Annex 3 - Proposal Completeness Form
Annex 4 - Information about Bidder
Annex 5 - Acceptance Form
Annex 6 - Bidder Self-Declaration Form
Annex 7 - UNGM guide: Instructions on how to register with WHO and access WHO tenders Questions from Bidders - Excel template
The dates related to Intention to Bid, Questions and Submission of Proposals are detailed in the attached RFP document unless otherwise indicated above.
IMPORTANT NOTE: Interested vendors must respond to this Request for Proposals (RFP) using the WHO electronic tendering portal, via the UNGM portal. In order to access the full WHO RFP details, request clarifications on the RFP, and submit a vendor response to a tender using the system, vendors need to be registered with Basic Level as a WHO vendor at the UNGM portal and be logged into UNGM. Kindly click on "OPT-IN" or "OPT-OUT" in your UNGM portal.
For guidance on how to register on UNGM and submit responses to WHO tenders in the WHO electronic tendering portal, please refer to: - the attached UNGM guide: Instructions on how to register with WHO and access WHO tenders - the user guide and other resources available at: http://www.who.int/about/finances-accountability/procurement/en/
This Request for Proposals is not opened to Individual bidders.
PLEASE NOTE: WHO normally expects Bidders to express their intention to bid short after the publication of the RFP. Clicking on the blue “Express Interest” or on the “Opt In” button (bottom of the “RFP Document” tab page) is not a formal Intention to Bid. Bidders must refer to the RFP documents to get detailed information on this process. The timely and successful registration with UNGM as well as the validity and number of contact details entered in the UNGM registration are the sole responsibility of the vendor. WHO cannot be held responsible for missed or delayed communication resulting from a bidder’s inaccurate or wrong registration and will not modify the RFP process or timelines to accommodate such inconvenience.
WHO does not send the RFP documents by email. If you experience difficulties in accessing the RFP documents after having registered and Expressed interest, please send an email to: etenderHQ@who.int - Please indicate your UNGM No.