Planning

HH052-23-HB Investment Manager/Advisor Services - Endowment Fund

NHS HIGHLAND

This public procurement record has 1 release in its history.

Planning

25 Sep 2023 at 00:00

OJEU - F1 - Prior Information Notice
Summary of the contracting process

The NHS Highland and NHS Orkney are planning a tender process titled "HH052-23-HB Investment Manager/Advisor Services – Endowment Fund" in the Health industry category. The procurement is in the planning stage, with a future notice date of 13th November 2023. The tender aims to provide Investment Manager/Advisor Services for the Endowment Funds of NHS Highland and NHS Orkney. The buying organisation, NHS Highland, is located in Inverness, UK, and interested businesses can find more details on their website.

This tender presents an opportunity for businesses experienced in providing Investment Manager/Advisor Services in the Health sector. Interested companies with expertise in managing Endowment Funds and considering environmental, social, and governance factors in investments are well-suited to compete. Being a signatory to UN Principles for Responsible Investment and the UK Stewardship Code is preferred. Businesses looking to grow in the Health industry by offering specialised financial services should consider participating in this planned procurement process.

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Notice Information

Notice Title

HH052-23-HB Investment Manager/Advisor Services - Endowment Fund

Notice Description

Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.

Lot Information

Lot 1

It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.. Please note, the information contained within this Prior Information Notice (PIN) is subject to change.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000745288
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
OJEU - F1 - Prior Information Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

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
£188,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
25 Sep 20232 years ago
Submission Deadline
Not specified
Future Notice Date
13 Nov 2023Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
NHS HIGHLAND
Additional Buyers

NHS ORKNEY

Contact Name
Not specified
Contact Email
nhsh.tenders@nhs.scot, ork-hb.feedback@nhs.net
Contact Phone
+44 1856888226, +44 7929069647

Buyer Location

Locality
INVERNESS
Postcode
IV2 3BW
Post Town
Inverness
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM2 Highlands and Islands
Small Region (ITL 3)
TLM20 Highlands and Islands
Delivery Location
TLM6 Highlands and Islands
Local Authority
Orkney Islands
Electoral Ward
Kirkwall West and Orphir
Westminster Constituency
Orkney and Shetland

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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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