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Official procurement procedure
BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds
No classification published
Location not published
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: Betsi Cadwaladr University Health Board: "BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds". Published status: complete. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
| Contracting Authority | Betsi Cadwaladr University Health Board | Scope & Categories | Not published | Submission Window | complete No deadline published |
|---|---|---|---|---|---|
| Submission Gateway | Direct notice route | Legal Basis & Regime | Standard procurement | Estimated Value (exc. VAT) | Not published |
Bidder Intelligence · Authority Profile: Betsi Cadwaladr University Health Board
Market Analytics
Derived from OCDS awards & bid statistics
Published history for Betsi Cadwaladr University Health Board. 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
2.3Bids / Report
Supplier ConcentrationModerate Concentration
NanosonicsTop vendor: 41.2% of attributable valuePayment Terms
Check noticePublished terms
Coverage: 6 active published awards; 4 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 Unpublished data stays unknown.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.
Historical Awarded Suppliers With This Authority:
| Supplier Name | Historic Awards | Attributable GBP Value |
|---|---|---|
| Nanosonics | 1 win | £101,491 |
| Mercian | 1 win | £69,585 |
| Novel Biomarkers Catalyst Lab (NBCL BV) | 1 win | £48,000 |
| Abbott Medical U.K. Limited | 1 win | £27,000 |
Procedure terms
Contracting AuthorityBetsi Cadwaladr University Health Board | Procedure methodNot published | Procurement categoryNot published |
Statuscomplete | Framework / DPSNot published | CompetitionNot published |
Above thresholdNot published | Legal basisNot published | Tender period startsNot published |
Clarification deadlineNot published | Electronic submissionNot published | Submission languagesNot published |
Published12 Sept 2025, 17:08 BST | Last source update12 Sept 2025, 17:08 BST | Recurring procurementNot published |
ClassificationNot published | ||
Delivery areaLocation not published | ||
OCIDocds-h6vhtk-054e9d | ||
What is being bought
Many of the donations and legacies received by the Charity cannot be spent right away as they need to be accumulated in order to fund the most pressing and relevant items to improve patient care. As a result, the charity invests these contributions in order to earn income and protect their 'real-worth'.
An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk.
The Charity has adopted an ethical framework for investments with underlying principles supporting an ethical component of the overall investment strategy. This gives direction to the investment manager to develop a suitable investment strategy which is consistent with these ethical principles whilst affording sufficient flexibility to provide the best balance of risk and reward for the Charity.
The current Ethical Investments Policy states:
It is recommended that there is negative exclusion of investment in companies manufacturing and distributing:
- Alcoholic products;
- Tobacco products; and
- Any products which may be considered in conflict with the Health Board's activities.
Investment is not permitted in companies which have a poor record in human rights and child exploitation or which derive their profits from countries with poor human rights records
What changed
From the official release history
- tender value changed
12 Sept 2025, 17:08 BST - Status changed to complete
12 Sept 2025, 17:08 BST - Official notice release published
12 Sept 2025, 17:08 BST - Submission deadline changed to published date
12 Sept 2025, 17:08 BST - Published value updated to £250,000
17 Jun 2025, 17:12 BST - Status changed to active
17 Jun 2025, 17:12 BST - Official notice release published
17 Jun 2025, 17:12 BST - Submission deadline changed to 14 Jul 2025, 12:00 BST
17 Jun 2025, 17:12 BST - Buyer information updated
17 Jun 2025, 17:12 BST
Lots and requirements (1)
Published by the contracting authority
- Lot 1 · #1Individual lot title not publishedcompletePublished valueNot publishedThe source published no individual title or description for this lot.Contract periodNot publishedEligibilityNot publishedOptions / renewalNot published
Timeline
- Procedure published
12 Sept 2025, 17:08 BST - Award pending
12 Sept 2025, 00:00 BST · £199,499
Commercial outcome and competition
Awards Brewin Dolphin Limited £199,499 · 12 Sept 2025, 00:00 BST · pending |
ContractsNo contract published |
Bid statistics bids: 1 (lot 1) finalStageBids: 1 (lot 1) smeFinalStageBids: 0 (lot 1) vcseFinalStageBids: 0 (lot 1) |
Buyer and organisations in this procedure
Betsi Cadwaladr University Health Board
Contracting authority GB-NHS-7A1Award and contract changes
Documents (0)
Official links; attachments are not copied
No linked documents are published
Related procedures (0)
No related procedures published