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 10:03

Award Notice
Summary of the contracting process

The procurement process for the provision of independent investment advisory services for charitable funds is conducted by the Taunton and Somerset NHS Foundation Trust. The tender, titled "Independent Investment Advisors for Charitable Funds Q1590/JE," falls under the investment banking services category (CPV code: 66120000) and is located in the South West of the United Kingdom. The contract was awarded on 26 April 2019, with the award notice published on 1 May 2019. The contract commenced on 9 May 2019 and is set to conclude on 9 May 2021, with a total contract value of £22,000. The procurement method employed for this process was classified as 'Other'.

This tender presents significant opportunities for businesses focused on financial services, particularly those specialising in investment consulting or management for charitable organisations. While the successful supplier was CCLA Investment Management, businesses in this sector that offer similar advisory services could consider competing for future tenders. The specialised nature of the contract means that firms with experience in charitable fund management and investment banking are likely to find these procurement opportunities well-suited to their capabilities.

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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-c0ee2216-9f57-4b9e-a380-d19979d3880d
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/8e827a1b-3c32-4b1f-8462-21fafa989f9e
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 - 9 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)

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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