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Endowment Investment Advisory Services for NHS Fife

NHS Fife

This public procurement record has 3 releases in its history.

Award

16 May 2019 at 01:00

OJEU - F3 - Contract Award Notice
Award

14 May 2019 at 01:00

OJEU - F3 - Contract Award Notice
Tender

06 Feb 2018 at 00:00

OJEU - F2 - Contract Notice
Summary of the contracting process

NHS Fife is currently engaging in a procurement process for "Endowment Investment Advisory Services" aimed at supporting the Fife NHS Board Endowment Committee. This process is categorised under the services industry, based in Kirkcaldy, Fife, with a contract value of £127,050. The procurement method utilised is an open procedure, and the associated procurement stage is at the award phase. Key dates of interest include the contract being signed on 13th July 2018, marking its active status.

This tender presents significant opportunities for financial advisory firms, particularly those with expertise in investment management within the healthcare sector. Businesses that possess qualifications recognised by the Financial Services Authority and can demonstrate a proven track record of enhancing capital returns would be well-positioned to compete for this contract. The open nature of the procurement process allows a wide range of businesses to engage, fostering healthy competition and innovation in service delivery.

How relevant is this notice?

Notice Information

Notice Title

Endowment Investment Advisory Services for NHS Fife

Notice Description

NHS Fife is looking for a Service Provider to deliver Endowment Investment Advisory Service to to Fife NHS Board Endowment Committee

Lot Information

Lot 1

Tenders are invited for the appointment of Investment Advisor to Fife NHS Board Endowment Committee. The Endowment Funds are invested in terms of the Charities and Trustee Investment (Scotland) Act 2005. The Fund has charitable status and is exempt from Income and Capital Gains Taxes

Renewal: 12 months

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000528879
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY354522
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract 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

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£144,000 £100K-£500K
Lots Value
£144,000 £100K-£500K
Awards Value
Not specified
Contracts Value
£127,050 £100K-£500K

Notice Dates

Publication Date
16 May 20197 years ago
Submission Deadline
9 Mar 2018Expired
Future Notice Date
Not specified
Award Date
13 Jul 20188 years ago
Contract Period
2 Jul 2018 - 1 Jul 2021 3-4 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
NHS Fife
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
KIRKCALDY, FIFE
Postcode
KY1 3NL
Postcode Area
Kirkcaldy
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM0 Eastern Scotland
Small Region (ITL 3)
TLM01 Clackmannanshire and Fife
Delivery Location
TLM72 Clackmannanshire and Fife
Local Authority
Fife
Electoral Ward
Kirkcaldy East
Westminster Constituency
Cowdenbeath and Kirkcaldy

Supplier Information

Number of Suppliers
1
Supplier Name

Standard Life Wealth Ltd

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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