Award

Independent Investment Advisors for Charitable Funds Q1590/JE

TAUNTON AND SOMERSET NHS FOUNDATION TRUST

This public procurement record has 1 release in its history.

Award

01 May 2019 at 09:41

Award Notice
Summary of the contracting process

The Taunton and Somerset NHS Foundation Trust has completed a procurement process for the title "Independent Investment Advisors for Charitable Funds Q1590/JE". This contract falls under the category of investment banking services and was located in the South West region of England. The procurement process was initiated through a tender that concluded on 11 March 2019, with the contract awarded on 26 April 2019. The total contract value is £22,000, with the actual service contract period commencing on 9 May 2019 and concluding on 8 May 2021.

This tender presents opportunities for businesses aiming to expand in the financial services sector, specifically those offering investment advisory services. Companies with expertise in providing tailored investment advice to charitable entities or similar organisations would be particularly well-suited to compete. Additionally, larger firms or those experienced in public sector contracts may find this tender aligns with their capabilities, contributing to their growth in the public procurement market.

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Notice Information

Notice Title

Independent Investment Advisors for Charitable Funds Q1590/JE

Notice Description

Provision of investment advice to the Charitable Funds

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-05ae76f8-045f-4418-ae5d-3c94e47c0290
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/743bbfa5-338f-48b0-93d0-8c27d0495af9
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Other -
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£11,000 Under £100K
Lots Value
Not specified
Awards Value
£22,000 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
1 May 20196 years ago
Submission Deadline
11 Mar 2019Expired
Future Notice Date
Not specified
Award Date
25 Apr 20196 years ago
Contract Period
8 May 2019 - 8 May 2021 2-3 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
TAUNTON AND SOMERSET NHS FOUNDATION TRUST
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
TAUNTON
Postcode
TA1 5DA
Post Town
Taunton
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK6 North Somerset, Somerset and Dorset
Small Region (ITL 3)
TLK62 Somerset
Delivery Location
TLK South West (England)
Local Authority
Somerset
Electoral Ward
Bishop's Hull & Taunton West
Westminster Constituency
Taunton and Wellington

Supplier Information

Number of Suppliers
1
Supplier Name

CCLA INVESTMENT MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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