---
title: "Investment Management Service for the Northern Ireland Health and Personal Social Services Charities Common Investment Fund (3087013)"
ocid: "ocds-h6vhtk-02ce25"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ce25"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ce25.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ce25.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "BUSINESS SERVICES ORGANISATION, PROCUREMENT AND LOGISTICS SERVICE"
published: "2021-07-29"
---

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

Buyer: BUSINESS SERVICES ORGANISATION, PROCUREMENT AND LOGISTICS SERVICE  
Current stage: Award  
OCID: ocds-h6vhtk-02ce25

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/018103-2021 |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 29 Jul 2021 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 4 Jul 2021 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £765,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BUSINESS SERVICES ORGANISATION, PROCUREMENT AND LOGISTICS SERVICE |
| Additional buyers | BELFAST HEALTH AND SOCIAL CARE TRUST; SOUTH EASTERN HEALTH AND SOCIAL CARE TRUST |
| Locality | BELFAST |
| Post town | Northern Ireland |
| Postcode | BT12 6HU |
| Country | Northern Ireland |
| ITL 1 | TLN Northern Ireland |
| ITL 2 | TLN0 Northern Ireland |
| ITL 3 | TLN0E Lisburn and Castlereagh |
| Local authority | Lisburn and Castlereagh |
| Electoral ward | Dundonald |
| Westminster constituency | Belfast East |
| Delivery location | TLN Northern Ireland |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BREWIN DOLPHIN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66120000 - Investment banking services and related services

## Release History

- 29 Jul 2021 at 14:05 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/018103-2021

## Notice URLs

- https://etendersni.gov.uk/epps
- https://ted.europa.eu/udl?uri=TED:NOTICE:622748-2020:TEXT:EN:HTML

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ce25. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02ce25.json.