Award

Provision of a Charitable Fund Investment Advisor

NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST

This public procurement record has 1 release in its history.

Award

05 Mar 2017 at 09:12

Award Notice
Summary of the contracting process

The North Tees & Hartlepool NHS Foundation Trust has awarded a contract for the "Provision of a Charitable Fund Investment Advisor" to CCLA Investment Management Limited. This procurement, classified under the financial and insurance services industry category, was conducted through an open procedure. The tender period ended on 7 February 2017, and the contract is set to commence on 9 February 2017, lasting for an initial period of 36 months, with the possibility of extension for an additional 24 months based on performance. The contract value is £120,000, and it will service the North East region of the United Kingdom.

This contract presents significant opportunities for businesses in the financial advisory and investment management sectors, particularly those specialising in charitable fund management. Given the scale and requirements of the contract, small and medium enterprises (SMEs) with relevant expertise and capability may find this an advantageous tender to pursue. With the emphasis on contract performance guiding potential extensions, this contract could not only provide steady revenue but also bolster reputation in the sector for successful firms.

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Notice Information

Notice Title

Provision of a Charitable Fund Investment Advisor

Notice Description

North Tees and Hartlepool NHS Foundation Trust is seeking the provision of an independent external investment advisor to manage the Trust's Charitable Fund. The contract will be for an initial 36 month period with an option, at the sole discretion of the Trust, to extend for a further 24 month period subject to satisfactory contract performance and the Trust still having the need and funding for the contract. The extension period will be in 12 month cycles. Note: The authority is using using the e-procurement portal known as Cardea to carry out this procurement process. To obtain further information record your interest on Cardea at https://www.cardea.nhs.uk/cardea/SupplierPortal.aspx

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/b7fc721e-2e55-4d5f-8761-166c4a82aa94
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£120,000 £100K-£500K
Lots Value
Not specified
Awards Value
£120,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
5 Mar 20178 years ago
Submission Deadline
7 Feb 2017Expired
Future Notice Date
Not specified
Award Date
7 Feb 20179 years ago
Contract Period
9 Feb 2017 - 9 Feb 2022 Over 5 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
NORTH TEES & HARTLEPOOL 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
HARDWICK
Postcode
TS19 8PE
Post Town
Cleveland
Country
England
Major Region (ITL 1)
TLC North East (England)
Basic Region (ITL 2)
TLC3 Tees Valley
Small Region (ITL 3)
TLC31 Hartlepool and Stockton-on-Tees
Delivery Location
TLC North East (England)
Local Authority
Stockton-on-Tees
Electoral Ward
Hardwick & Salters Lane
Westminster Constituency
Stockton North

Supplier Information

Number of Suppliers
1
Supplier Name

CCLA INVESTMENT MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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