Tender

Provision of an Investment Advisor for Charitable Funds

NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST

This public procurement record has 1 release in its history.

Tender

08 Nov 2022 at 13:30

Tender Notice
Summary of the contracting process

The North Tees & Hartlepool NHS Foundation Trust is inviting tenders for the provision of an Investment Advisor for Charitable Funds in the banking and investment services sector, with a contract period of 5 years, extendable annually up to 7 years. The tender closes at 12.00 noon on 14th December 2022, and the contract is scheduled to start on 8th February 2023. The procurement stage is currently active, and the procurement method is classified as 'Other - Under Threshold Tender'.

This opportunity is suitable for small and medium enterprises (SMEs) seeking to provide investment advisory services within the banking and investment sector. Businesses in the North East region of the United Kingdom may find this tender particularly relevant due to the delivery address requirements. Interested parties can contact Amanda McIntosh at NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST for further information on the tender process.

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Notice Information

Notice Title

Provision of an Investment Advisor for Charitable Funds

Notice Description

North Tees & Hartlepool NHS Foundation Trust is seeking a Service provider to work in partnership with the Trust for the provision of an Investment Advisor for Charitable Funds across North Tees & Hartlepool NHS Foundation Trust. The period of contract will be 5 years with the option to extend the term annually up to a maximum of 7 years. The Expression of Interest close date is 12.00 noon 7th December 2022. The Invitation to Tender close date is 12.00 noon 14th December 2022. To express an interest please follow the link: https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB Additional information: North Tees & Hartlepool NHS Foundation Trust is seeking a Service provider to work in partnership with the Trust for the provision of an Investment Advisor for Charitable Funds across North Tees & Hartlepool NHS Foundation Trust. The period of contract will be 5 years with the option to extend the term annually up to a maximum of 7 years. The Expression of Interest close date is 12.00 noon 7th December 2022. The Invitation to Tender close date is 12.00 noon 14th December 2022. To express an interest please follow the link: https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/75086018-dcc9-483f-9850-ef36d2d53adf
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Other - Under Threshold Tender
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

66600000 - Treasury 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 Nov 20223 years ago
Submission Deadline
14 Dec 2022Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
8 Feb 2023 - 7 Feb 2028 Over 5 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
NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST
Contact Name
Amanda McIntosh
Contact Email
amanda.mcintosh1@nhs.net
Contact Phone
01642383771

Buyer Location

Locality
STOCKTON-ON-TEES
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

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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