Award

Investment Management

COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST

This public procurement record has 2 releases in its history.

Award

12 Oct 2018 at 07:30

Award Notice
Tender

04 Jun 2018 at 10:41

Tender Notice
Summary of the contracting process

The County Durham & Darlington NHS Foundation Trust is seeking a supplier for an Investment Management Contract, focusing on the oversight of its Investment Portfolio on behalf of the Trust Charity. This procurement falls under the services category and uses an "Other - Under Threshold Tender" method. Interested parties must submit their expressions of interest by 12:00 noon on 18th June 2018. The contract period is expected to run from 1st November 2018 to 30th October 2021, with a contract value of £50,000.

This tender presents an excellent opportunity for small and medium-sized enterprises (SMEs) specialising in investment management services. Companies with experience in managing investment portfolios, particularly those familiar with the healthcare sector, would be well-positioned to compete for this contract. Engaging with such tenders not only enhances their visibility within the public sector but also contributes to their growth by establishing partnerships with significant institutions like the NHS.

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Notice Information

Notice Title

Investment Management

Notice Description

County Durham & Darlington NHS Foundation Trust are looking for a supplier to provide an Investment Management Contract for the Overseeing of the Investment Portfolio on behalf of the Trust Charity. To Express an Interest please follow the link: https://www.cardea.nhs.uk/cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=3942&Culture=en-GB Closing date for Expression of Interest 12:00 noon 18th June 2018. Additional information: To Express an Interest please follow the link: https://www.cardea.nhs.uk/cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=3942&Culture=en-GB Closing date for Expression of Interest 12:00 noon 18th June 2018.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-58b8b4ad-bb1f-4200-b1ed-ff7d0e0268dc
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/e4fa50e6-05db-4606-a7ce-d94773847f2d
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

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

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66161000 - Trust services

Notice Value(s)

Tender Value
£50,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
12 Oct 20187 years ago
Submission Deadline
18 Jun 2018Expired
Future Notice Date
Not specified
Award Date
2 Oct 20187 years ago
Contract Period
1 Nov 2018 - 30 Oct 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
COUNTY DURHAM AND DARLINGTON 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
PETERLEE
Postcode
SR8 2RU
Post Town
Sunderland
Country
England
Major Region (ITL 1)
TLC North East (England)
Basic Region (ITL 2)
TLC4 Northumberland, Durham and Tyne & Wear
Small Region (ITL 3)
TLC41 Durham
Delivery Location
TLC North East (England)
Local Authority
County Durham
Electoral Ward
Shotton and South Hetton
Westminster Constituency
Easington

Supplier Information

Number of Suppliers
1
Supplier Name

BREWIN DOLPHIN

Further Information

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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