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Charitable Funds Investment Management

Royal Papworth Hospital NHS Foundation Trust

This public procurement record has 2 releases in its history.

Award

11 Jun 2024 at 13:19

Award Notice
Award

11 Jun 2024 at 13:19

Award Notice
Summary of the contracting process

The Royal Papworth Hospital NHS Foundation Trust has awarded a contract for Charitable Funds Investment Management to CCLA Investment Management Limited. This procurement process, classified under the industry category of Banking and investment services, had a total value of 150,000 GBP. The tender, which was open to eligible suppliers, had a tender period ending on 4th April 2024. The contract period is set to run from 1st July 2024 to 30th June 2027, providing a three-year opportunity for the chosen supplier to manage and invest funds responsibly for the charity.

This contract offers a growth opportunity for businesses specialising in investment management services, particularly those with experience in ethical fund management. Suppliers capable of responsibly growing and stewarding funds to maximize positive impact would be well-suited to compete in this tender. The buying organisation, Royal Papworth Hospital NHS Foundation Trust, aims to work with suppliers who can effectively handle and invest charitable funds in an ethical manner. As the contract covers a broad geographical scope, including various European regions and the UK, businesses with a global reach may find this opportunity especially attractive.

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Notice Information

Notice Title

Charitable Funds Investment Management

Notice Description

The Royal Papworth Charity were looking to acquire services to effectively manage and invest funds on behalf of the charity in an ethical manner. We were looking for a supplier to responsibly steward and grow funds in order to maximise positive impact on the organisations mission.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-53ca294c-bcf5-4539-b398-081e44810594
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/2005fc19-ec22-49b5-9003-54c7ed3ebf8c
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 (above threshold)
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

Notice Value(s)

Tender Value
£150,000 £100K-£500K
Lots Value
Not specified
Awards Value
£148,500 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
11 Jun 20242 years ago
Submission Deadline
4 Apr 2024Expired
Future Notice Date
Not specified
Award Date
11 Jun 20242 years ago
Contract Period
1 Jul 2024 - 30 Jun 2027 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
Royal Papworth Hospital 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
CAMBRIDGE
Postcode
CB2 0AY
Postcode Area
Cambridge
Country
England
Major Region (ITL 1)
TLH East (England)
Basic Region (ITL 2)
TLH4 Cambridgeshire and Peterborough
Small Region (ITL 3)
TLH42 Cambridgeshire CC
Delivery Location
Not specified
Local Authority
Cambridge
Electoral Ward
Queen Edith's
Westminster Constituency
South Cambridgeshire

Supplier Information

Number of Suppliers
1
Supplier Name

CCLA Investment Management Limited

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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