Official UK procurement notice
Asset Investment Management Service
Authority: NHS Wales Shared Services Partnership (NHS & healthcare)
What is being bought
Published requirement descriptionCARDIFF 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.
CPV: Banking and investment services · Financial and insurance services · Investment banking services and related services
The lotProcurement structure
single lot · no lot value publishedLot #1Cardiff and Vale University Health Board Charity has the requirement for Investment…Cancelled
Cardiff 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.
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
- Price
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Open procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Cancelled
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- Unspecified in notice
- First published
- 9 Jul 2024, 10:45 BST
- Last source update
- 9 Jul 2024, 10:45 BST
- Authority reference
CAV-OJEU-PROJECT42467- FTS notice number
2024/S 000-020867- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-047bd0Find a Tender
Publisher note: (WA Ref:142846)
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast1 further award records carry no date or value.
Contracting authority & participating public bodies
Dispute resolution & review bodies
- HIgh CourtReview body
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.