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cancelled
Official procurement procedure
Asset Investment Management Service
Banking and investment services
Financial and insurance services
Investment banking services and related services
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: NHS Wales Shared Services Partnership: "Asset Investment Management Service". Published status: cancelled. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
| Contracting Authority | NHS Wales Shared Services Partnership | Scope & Categories | Not published | Submission Window | cancelled No deadline published |
|---|---|---|---|---|---|
| Submission Gateway | Direct notice route | Legal Basis & Regime | Standard procurement | Estimated Value (exc. VAT) | Not published |
Bidder Intelligence · Authority Profile: NHS Wales Shared Services Partnership
Market Analytics
Derived from OCDS awards & bid statistics
Published history for NHS Wales Shared Services Partnership. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Competition Density
Not availableNo published reports
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate availablePayment Terms
Check noticePublished terms
Coverage: 0 active published awards; 0 bid reports (which may be per lot). Supplier values exclude multi-supplier awards, frameworks and DPS, and use GBP only. They are published award values, not payments. Published-to-award variance compares single-lot, single-award, single-supplier GBP procedures with explicitly non-framework/non-DPS status; increases remain in the average. Unpublished data stays unknown. Awarded suppliers are winners, not all bidders.
Procedure terms
Contracting AuthorityNHS Wales Shared Services Partnership | Procedure methodNot published | Procurement categoryNot published |
Statuscancelled | Framework / DPSNot published | CompetitionNot published |
Above thresholdNot published | Legal basisNot published | Tender period startsNot published |
Clarification deadlineNot published | Electronic submissionNot published | Submission languagesNot published |
Published9 Jul 2024, 10:45 BST | Last source update9 Jul 2024, 10:45 BST | Recurring procurementNot published |
ClassificationBanking and investment services, Financial and insurance services, Investment banking services and related services | ||
Delivery area | ||
OCIDocds-h6vhtk-047bd0 | ||
What is being bought
CARDIFF AND VALE LOCAL HEALTH BOARD CHARITY has the requirement for Investment Management Services. The
Charity is seeking innovative responses to deliver Investment Services commensurate with the esponsibilities of NHS Charities.
The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years.
The 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 GPB 6.2m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The 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.
What changed
From the official release history
- Status changed to cancelled
9 Jul 2024, 10:45 BST - Official notice release published
9 Jul 2024, 10:45 BST - Buyer information updated
9 Jul 2024, 10:45 BST
Lots and requirements (1)
Published by the contracting authority
- Lot 1 · #1Individual lot title not publishedcancelledPublished valueNot publishedCardiff and Vale University Health Board Charity has the requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years. The 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 GBP 6.114m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The 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. The current restrictions placed on investments by the Charity are set out in the approved investment strategy which is provided in the tender documents.Contract periodNot publishedEligibilityNot publishedOptions / renewalNot published
Timeline
- Procedure published
9 Jul 2024, 10:45 BST - Award unsuccessful
Not published · Not published
Commercial outcome and competition
Awards Awarded supplier not published Not published · Not published · unsuccessful |
ContractsNo contract published |
Bid statisticsNo aggregate bid statistics published |
Buyer and organisations in this procedure
NHS Wales Shared Services Partnership
Contracting authority GB-FTS-117925Documents (0)
Official links; attachments are not copied
No linked documents are published
Related procedures (0)
No related procedures published