Award

Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund (3087013)

BUSINESS SERVICES ORGANISATION, PROCUREMENT AND LOGISTICS SERVICE

This public procurement record has 1 release in its history.

Award

29 Jul 2021 at 14:05

Summary of the contracting process

The procurement process for the "Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund" is being conducted by the Business Services Organisation, Procurement and Logistics Service (BSO PaLS). This procurement is classified under investment banking services within the broader services category and is located in Belfast, UK. Currently, the procurement method is open, and it follows the open procedure legal basis for European public procurement. The contract was awarded on July 5, 2021, with a total value of £765,000 and includes provisions for extension periods that may extend up to a total of 42 months.

This tender presents significant opportunities for businesses within the financial services sector, particularly firms specialising in investment management and advisory services. Companies equipped to demonstrate high-quality service delivery at competitive prices will be well-suited to compete, as the award criteria favours submissions that achieve a balanced score of quality and price. With an active contract currently held by BREWIN DOLPHIN LIMITED, there is a potential for other businesses to engage in similar contracts with the relevant authorities such as the BSO, along with various health and social care trusts in Northern Ireland.

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Notice Title

Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund (3087013)

Notice Description

Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund (3087013)

Lot Information

Lot 1

Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund (3087013) Additional information: The value of the Contract includes options for further extension periods; A Period or periods together totalling no more than 24 months as described in Clauses 2.2 of the SS17ac Commercial Conditions of Contract for Services and, or B Further periods of up to a maximum of 18 months in the circumstances described in Clause 2.3 of the SS17ac Commercial Conditions of Contract for Services.

Options: With options for further extension periods; A Period or periods together totalling no more than 24 months as described in Clauses 2.2 of the SS17ac Commercial Conditions of Contract for Services and, or B Further periods of up to a maximum of 18 months in the circumstances described in Clause 2.3 of the SS17ac Commercial Conditions of Contract for Services.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-02ce25
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/018103-2021
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

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
£765,000 £500K-£1M

Notice Dates

Publication Date
29 Jul 20214 years ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
4 Jul 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

Contracting Authority (Buyer)

Main Buyer
BUSINESS SERVICES ORGANISATION, PROCUREMENT AND LOGISTICS SERVICE
Additional Buyers

BELFAST HEALTH AND SOCIAL CARE TRUST

SOUTH EASTERN HEALTH AND SOCIAL CARE TRUST

Contact Name
Not specified
Contact Email
boucher.sourcing@hscni.net
Contact Phone
Not specified

Buyer Location

Locality
BELFAST
Postcode
BT12 6HU
Post Town
Northern Ireland
Country
Northern Ireland

Major Region (ITL 1)
TLN Northern Ireland
Basic Region (ITL 2)
TLN0 Northern Ireland
Small Region (ITL 3)
TLN0E Lisburn and Castlereagh
Delivery Location
TLN Northern Ireland

Local Authority
Lisburn and Castlereagh
Electoral Ward
Dundonald
Westminster Constituency
Belfast East

Supplier Information

Number of Suppliers
1
Supplier Name

BREWIN DOLPHIN

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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