Asset Investment Management Service

{
  "id": "010363-2021",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
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        "measure": "smeBids",
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        "measure": "foreignBidsFromEU",
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        "measure": "foreignBidsFromNonEU",
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  },
  "date": "2021-05-12T08:45:06+01:00",
  "ocid": "ocds-h6vhtk-02afec",
  "buyer": {
    "id": "GB-FTS-15959",
    "name": "NHS Wales Shared Services Partnership"
  },
  "links": [
    {
      "rel": "prev",
      "href": "https://ted.europa.eu/udl?uri=TED:NOTICE:343629-2020:TEXT:EN:HTML"
    }
  ],
  "awards": [
    {
      "id": "010363-2021-CAV-OJEU-PROJECT45052-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-15960",
          "name": "Rathbone Investment Management"
        }
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        "status": "cancelled",
        "hasOptions": false,
        "description": "Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services.  The Charity was seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities.\nThe Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution.  In terms of the current portfolio, the Local Health Board’s investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents.\nThe Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.",
        "awardCriteria": {
          "criteria": [
            {
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          {
            "id": "66120000",
            "scheme": "CPV",
            "description": "Investment banking services and related services"
          },
          {
            "id": "66000000",
            "scheme": "CPV",
            "description": "Financial and insurance services"
          }
        ]
      }
    ],
    "title": "Asset Investment Management Service",
    "status": "complete",
    "coveredBy": [
      "GPA"
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Cardiff & Vale Local Health Board Charity has a requirement for Investment Management Services.  The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities.\nThe Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution.  In terms of the current portfolio, the Local Health Board’s investments had a market value of 5.498m GBP as at March 2020 and the portfolio is broken down over various sectors as detailed in the tender documents.\nThe Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.",
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-15959",
      "name": "NHS Wales Shared Services Partnership",
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        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UK",
        "locality": "Cardiff",
        "postalCode": "CF14 4HH",
        "countryName": "United Kingdom",
        "streetAddress": "Procurement Department, Cardiff and Vale University Local Health Board,, Woodlands House, Maes-Y-Coed Road"
      },
      "details": {
        "url": "http://nwssp.nhs.wales/ourservices/procurement-services/",
        "buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0221",
        "classifications": [
          {
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            "scheme": "TED_CA_TYPE",
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            "id": "07",
            "scheme": "COFOG",
            "description": "Health"
          }
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      "identifier": {
        "legalName": "NHS Wales Shared Services Partnership"
      },
      "contactPoint": {
        "email": "emma.lane@wales.nhs.uk",
        "telephone": "+44 2921836450"
      }
    },
    {
      "id": "GB-FTS-15960",
      "name": "Rathbone Investment Management",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UK",
        "locality": "Liverpool",
        "postalCode": "L31NW",
        "countryName": "United Kingdom",
        "streetAddress": "Port of Liverpool Building, Pier Head"
      },
      "details": {
        "scale": "large"
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      "identifier": {
        "legalName": "Rathbone Investment Management"
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      "name": "High Court",
      "roles": [
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      "address": {
        "locality": "London",
        "countryName": "United Kingdom"
      },
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    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "010363-2021-CAV-OJEU-PROJECT45052-1",
      "value": {
        "amount": 300000,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "010363-2021-CAV-OJEU-PROJECT45052-1",
      "dateSigned": "2021-05-11T00:00:00+01:00"
    }
  ],
  "description": "(WA Ref:110533)",
  "initiationType": "tender"
}