Tender

Investment Advisor

NOE-CPC

This public procurement record has 3 releases in its history.

TenderAmendment

08 Jul 2018 at 13:59

Tender Notice
TenderAmendment

08 Jul 2018 at 13:59

Tender Notice
Tender

08 Jul 2018 at 13:59

Tender Notice
Summary of the contracting process

The NOE-CPC is seeking an Investment Advisor for the Doncaster and Bassetlaw Hospitals NHS Foundation Trust Charitable Fund, with the tender titled "Investment Advisor". This procurement falls under the category of banking and investment services, specifically focusing on investment banking services. Located in Doncaster, South Yorkshire, the tender is currently in the active stage of the open procurement process, which began on 8th July 2018 and will close on 27th July 2018. The contract period is set to start on 1st October 2018 and will last until 1st October 2021.

This opportunity presents a significant growth avenue for businesses specialising in investment management and financial advisory services, particularly those with experience in managing charity funds with a medium risk appetite. Smaller and medium-sized enterprises (SMEs) are encouraged to apply, as the procurement is designed to be inclusive, fostering competition among suppliers capable of maximising returns while managing risk effectively for the charity.

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Notice Information

Notice Title

Investment Advisor

Notice Description

Doncaster and Bassetlaw Hospitals NHS Foundation Trust Charitable Fund (Registered Charity No. 1057917) was registered with the Charity Commission in April 2001 to hold funds for: - "Any charitable purpose or purposes relating to the National Health Service wholly or mainly for the service provided by Doncaster and Bassetlaw Hospitals NHS Trust." Under this "Umbrella Charity" there are over 180 individual funds administered by the Finance Department and overseen by the Trust's Charitable Funds Committee. As a registered Charity, trust funds are subject to the provisions of the Charities Acts 1993, as amended by the Charities Act 2011. The majority of trust funds are classified in law as Unrestricted Designated Funds of the main Umbrella Charity and do not require separate notification to the Charity Commission. However, where there is written evidence that a fund is held for a special purpose of the Umbrella Charity, details of this "Special Trust" are included in the Umbrella's registered particulars. As stated above Doncaster and Bassetlaw Teaching Hospitals NHS Foundation Trust is the legal corporate trustee of the Charity which means that whilst the Board members are responsible for the administration of the funds, they are not individually trustees of the Charity. A number of the powers of the Foundation Trust as Trustee have been delegated to the Trust's Charitable Funds Committee. Many of the donations and legacies received by the Charity are not spent immediately, as they need to be accumulated to fund the most appropriate purchases to improve patient care. Therefore, in order to obtain the best return on its reserves, the Charity invests in the unused funds in the stock market. For this reason, an investment manager is required to manage these investments. Risk Appetite The investment manager is required to manage these investments with a view to maximising the return to the Charity whilst minimising the risk. The Charity's risk appetite should be considered as 'MEDIUM'. One of the key tasks for the successful supplier will be to work with the Charity to revise and refine this assessment. Additional information: Procurement's e-tendering portal "In-tend" is live under our "Working Together NHS" banner! If you are a supplier who wishes to register please visit https://in-tendhost.co.uk/workingtogethernhs/aspx/home. If you encounter any difficulties whilst using the portal you can contact the Support Team on 0844 272 8810 or by emailing support@in-tend.co.uk. Is a Recurrent Procurement Type? : Yes

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-a351a526-0793-472f-841b-9fec7b9b8131
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/19783fbf-2ead-4c63-a149-347f1bf1b33f
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (below threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
8 Jul 20187 years ago
Submission Deadline
27 Jul 2018Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Sep 2018 - 1 Oct 2021 3-4 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
NOE-CPC
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
SOUTH YORKSHIRE
Postcode
DN2 5LT
Post Town
Doncaster
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE3 South Yorkshire
Small Region (ITL 3)
TLE35 Doncaster
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Doncaster
Electoral Ward
Wheatley Hills & Intake
Westminster Constituency
Doncaster Central

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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