{ "tag": [ "compiled" ], "id": "ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21-2024-07-26T14:49:52+01:00", "date": "2024-07-26T14:49:52+01:00", "ocid": "ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21", "language": "en", "initiationType": "tender", "tender": { "id": "HMSC_INVMANAGERS_170123", "title": "Appointment of Investment Manager(s) for the HMS Caroline Preservation Company", "description": "This tender is for the management of investments held by The HMS Caroline Preservation Company, a charitable company limited by guarantee with company number 08303946 and registered charity number 1149930 (the \"Company\"). The Company is controlled by the National Museum of the Royal Navy (\"NMRN\"). The purpose of the Company is to manage and maintain for display HMS Caroline, a light cruiser built in 1914 by Cammell Laird in Birkenhead and now moored in Belfast Harbour. HMS Caroline is of historical significance as the only surviving major warship which fought in the Battle of Jutland in 1916. The Company wishes to tender the role of Investment Manager for their investment assets with a view to having the new manager in place by the earliest in late February 2023. The Investment Committee's preferred approach is to have a single investment manager for the entire mandate, albeit the Investment Committee retain the right to appoint more than one manager should they agree that this structure be optimal for the Company. Full details of the Investment Mandate can be found in Annex A-B-C tender documentation on Pages 3-5. The National Museum of the Royal Navy (NMRN) as NMRN Operations are acting as procurement support for this tender. Clarification Questions for Responses must be sent in by Friday 10th February 2023 at Midday. Annex D-E-F is for potential investment managers to complete in full and return to tenders@nmrn.org.uk by the submission deadline. The deadline for submissions is 22nd February 2023 at Midday (1200).", "datePublished": "2023-01-18T09:30:18Z", "status": "complete", "classification": { "scheme": "CPV", "id": "66100000", "description": "Banking and investment services" }, "items": [ { "id": "1", "deliveryAddresses": [ { "postalCode": "PO1 3NH" }, { "postalCode": "PO1 3NH" }, { "postalCode": "PO1 3NH" }, { "postalCode": "PO1 3NH" }, { "postalCode": "PO1 3NH" } ] } ], "procurementMethod": "open", "procurementMethodDetails": "Open procedure (above threshold)", "tenderPeriod": { "endDate": "2023-02-22T12:00:00Z" }, "contractPeriod": { "startDate": "2023-03-24T00:00:00Z", "endDate": "2025-03-24T23:59:59Z" }, "suitability": { "sme": true, "vcse": false }, "mainProcurementCategory": "services", "documents": [ { "id": "1", "documentType": "tenderNotice", "description": "Opportunity notice on Contracts Finder", "url": "https://www.contractsfinder.service.gov.uk/Notice/3924fe55-78ed-4f0d-afce-ce3cca43780d", "datePublished": "2023-01-18T09:30:18Z", "format": "text/html", "language": "en", "dateModified": "2023-01-27T09:35:59Z" }, { "id": "2", "documentType": "tenderNotice", "description": "This annex is for reference only, it does not require returning as part of a submission. It contains the full scope of requirement for this tender, including the investment mandate. Key milestone dates for the tender. Evaluation Criteria which the Company will assess your submission.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/c6ba3793-6d78-49af-bf9c-da0f7737b068", "format": "application/pdf" }, { "id": "3", "documentType": "tenderNotice", "description": "This Annex must be completed in full and returned as part of your submission pack. This includes a mandatory supplier questionnaire for due diligence for the NMRN's own procurement procedures and the investment committee's own criteria.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/d467778a-1522-4798-91a7-65c0792112de", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "11", "documentType": "tenderNotice", "description": "This Annex must be completed in full and returned as part of your submission pack. This includes a mandatory supplier questionnaire for due diligence for the NMRN's own procurement procedures and the investment committee's own criteria.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/d467778a-1522-4798-91a7-65c0792112de", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "5", "documentType": "tenderNotice", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/896aad61-9c71-4135-afa4-c6353771c312", "format": "application/pdf" }, { "id": "12", "documentType": "tenderNotice", "description": "This Annex must be completed in full and returned as part of your submission pack. This includes a mandatory supplier questionnaire for due diligence for the NMRN's own procurement procedures and the investment committee's own criteria.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/d467778a-1522-4798-91a7-65c0792112de", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "7", "documentType": "tenderNotice", "description": "Annex A-B-C For reference and guidance only.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/2e232ca8-5e1b-48e0-99b8-81e40e79e3ce", "format": "application/pdf" }, { "id": "10", "documentType": "tenderNotice", "description": "This Annex must be completed in full and returned as part of your submission pack. This includes a mandatory supplier questionnaire for due diligence for the NMRN's own procurement procedures and the investment committee's own criteria.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/d467778a-1522-4798-91a7-65c0792112de", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "9", "documentType": "clarifications", "description": "Version 1 of Responses to Clarification Questions.", "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/7e5930bf-485d-4da4-bef2-f2b5c702556c", "format": "application/pdf" } ] }, "parties": [ { "id": "GB-GOR-PB290", "name": "THE NATIONAL MUSEUM OF THE ROYAL NAVY", "identifier": { "legalName": "THE NATIONAL MUSEUM OF THE ROYAL NAVY", "scheme": "GB-GOR", "id": "PB290" }, "address": { "streetAddress": "National Museum of the Royal Navy, Main Road, HM Naval Base", "locality": "PORTSMOUTH", "postalCode": "PO13NH", "countryName": "England" }, "contactPoint": { "name": "Dave Hartley", "email": "procurement@nmrn.org.uk", "telephone": "02392891370 ext 2042" }, "roles": [ "buyer" ] }, { "id": "GB-COH-01448919", "name": "Rathbones Investment Management Limited", "identifier": { "legalName": "Rathbones Investment Management Limited", "scheme": "GB-COH", "id": "01448919" }, "address": { "streetAddress": "Port of Liverpool Building Pier Head Liverpool L3 1NW" }, "details": { "scale": "large", "vcse": false }, "roles": [ "supplier" ] } ], "buyer": { "id": "GB-GOR-PB290", "name": "THE NATIONAL MUSEUM OF THE ROYAL NAVY" }, "awards": [ { "id": "ocds-b5fd17-9b3a598f-0418-41c0-8c3d-ddf60f728d21-1", "status": "active", "date": "2023-03-17T00:00:00Z", "datePublished": "2024-07-26T14:49:52+01:00", "value": { "amount": 83000, "currency": "GBP" }, "suppliers": [ { "id": "GB-COH-01448919", "name": "Rathbones Investment Management Limited" } ], "contractPeriod": { "startDate": "2023-03-27T00:00:00+01:00", "endDate": "2025-03-27T23:59:59Z" }, "documents": [ { "id": "1", "documentType": "awardNotice", "description": "Awarded contract notice on Contracts Finder", "url": "https://www.contractsfinder.service.gov.uk/Notice/c8b2da73-14b9-4c11-8108-c4e4e21a10a2", "datePublished": "2024-07-26T14:49:52+01:00", "format": "text/html", "language": "en" } ] } ] }