Notice Information
Notice Title
Asset Investment Management Service
Notice Description
Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.
Lot Information
Lot 1
Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity was seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-02afec
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/010363-2021
- 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
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66000000 - Financial and insurance 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
- £300,000 £100K-£500K
Notice Dates
- Publication Date
- 12 May 20214 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- Not specified
- Award Date
- 10 May 20214 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS WALES SHARED SERVICES PARTNERSHIP
- Contact Name
- Not specified
- Contact Email
- emma.lane@wales.nhs.uk
- Contact Phone
- +44 2921836450
Buyer Location
- Locality
- CARDIFF
- Postcode
- CF14 4HH
- Post Town
- Cardiff
- Country
- Wales
-
- Major Region (ITL 1)
- TLL Wales
- Basic Region (ITL 2)
- TLL5 South East Wales
- Small Region (ITL 3)
- TLL52 Cardiff and Vale of Glamorgan
- Delivery Location
- TLL22 Cardiff and Vale of Glamorgan
-
- Local Authority
- Cardiff
- Electoral Ward
- Heath
- Westminster Constituency
- Cardiff North
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
{
"tag": [
"compiled"
],
"id": "ocds-h6vhtk-02afec-2021-05-12T08:45:06+01:00",
"date": "2021-05-12T08:45:06+01:00",
"ocid": "ocds-h6vhtk-02afec",
"description": "(WA Ref:110533)",
"initiationType": "tender",
"tender": {
"id": "CAV-OJEU-PROJECT45052",
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"title": "Asset Investment Management Service",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "66000000",
"description": "Financial and insurance services"
},
"mainProcurementCategory": "services",
"description": "Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.",
"lots": [
{
"id": "1",
"description": "Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services. The Charity was seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.",
"awardCriteria": {
"criteria": [
{
"name": "Qualitative",
"type": "quality",
"description": "70"
},
{
"name": "Financial",
"type": "cost",
"description": "30"
}
]
},
"hasOptions": false,
"status": "cancelled"
}
],
"items": [
{
"id": "1",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "66120000",
"description": "Investment banking services and related services"
},
{
"scheme": "CPV",
"id": "66000000",
"description": "Financial and insurance services"
}
],
"deliveryAddresses": [
{
"region": "UKL22"
}
],
"relatedLot": "1"
}
],
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"coveredBy": [
"GPA"
]
},
"awards": [
{
"id": "010363-2021-CAV-OJEU-PROJECT45052-1",
"relatedLots": [
"1"
],
"status": "active",
"suppliers": [
{
"id": "GB-FTS-15960",
"name": "Rathbone Investment Management"
}
]
}
],
"parties": [
{
"id": "GB-FTS-15959",
"name": "NHS Wales Shared Services Partnership",
"identifier": {
"legalName": "NHS Wales Shared Services Partnership"
},
"address": {
"streetAddress": "Procurement Department, Cardiff and Vale University Local Health Board,, Woodlands House, Maes-Y-Coed Road",
"locality": "Cardiff",
"region": "UK",
"postalCode": "CF14 4HH",
"countryName": "United Kingdom"
},
"contactPoint": {
"telephone": "+44 2921836450",
"email": "emma.lane@wales.nhs.uk"
},
"roles": [
"buyer",
"centralPurchasingBody"
],
"details": {
"url": "http://nwssp.nhs.wales/ourservices/procurement-services/",
"buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0221",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "BODY_PUBLIC",
"description": "Body governed by public law"
},
{
"scheme": "COFOG",
"id": "07",
"description": "Health"
}
]
}
},
{
"id": "GB-FTS-15960",
"name": "Rathbone Investment Management",
"identifier": {
"legalName": "Rathbone Investment Management"
},
"address": {
"streetAddress": "Port of Liverpool Building, Pier Head",
"locality": "Liverpool",
"region": "UK",
"postalCode": "L31NW",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-FTS-525",
"name": "High Court",
"identifier": {
"legalName": "High Court"
},
"address": {
"locality": "London",
"countryName": "United Kingdom"
},
"roles": [
"reviewBody"
]
}
],
"buyer": {
"id": "GB-FTS-15959",
"name": "NHS Wales Shared Services Partnership"
},
"contracts": [
{
"id": "010363-2021-CAV-OJEU-PROJECT45052-1",
"awardID": "010363-2021-CAV-OJEU-PROJECT45052-1",
"status": "active",
"value": {
"amount": 300000,
"currency": "GBP"
},
"dateSigned": "2021-05-11T00:00:00+01:00"
}
],
"bids": {
"statistics": [
{
"id": "1",
"measure": "bids",
"relatedLot": "1",
"value": 11
},
{
"id": "2",
"measure": "smeBids",
"relatedLot": "1",
"value": 0
},
{
"id": "3",
"measure": "foreignBidsFromEU",
"relatedLot": "1",
"value": 0
},
{
"id": "4",
"measure": "foreignBidsFromNonEU",
"relatedLot": "1",
"value": 0
},
{
"id": "5",
"measure": "electronicBids",
"relatedLot": "1",
"value": 11
}
]
},
"links": [
{
"rel": "prev",
"href": "https://ted.europa.eu/udl?uri=TED:NOTICE:343629-2020:TEXT:EN:HTML"
}
],
"language": "en"
}