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Official procurement procedure

HH052-23-HB Investment Manager Services – Endowment Fund

Investment banking services and related services
Scotland (UKM6)
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: NHS Highland: "HH052-23-HB Investment Manager Services – Endowment Fund". Published status: complete. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
Contracting AuthorityNHS HighlandScope & CategoriesNot publishedSubmission Window
complete
No deadline published
Submission GatewayDirect notice routeLegal Basis & RegimeStandard procurementEstimated Value (exc. VAT)Not published
Bidder Intelligence · Authority Profile: NHS Highland
Market Analytics
View Authority Profile →
Derived from OCDS awards & bid statistics
Published history for NHS Highland. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Requires at least 5 comparable procedures
Competition Density
4.1Bids / Report
62% of reports have one bid
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate available
Payment Terms
Check noticePublished terms
Payment obligations depend on the applicable regime and contract. Consult the official documents.
Coverage: 95 active published awards; 79 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 Unpublished data stays unknown.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 Highland
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
Published2 Apr 2024, 09:28 BST
Last source update2 Apr 2024, 09:28 BST
Recurring procurementNot published
ClassificationInvestment banking services and related services
Delivery area
Scotland (UKM6)
OCIDocds-h6vhtk-04035a
What is being bought
NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager Services for their Endowment Funds.
What changed
From the official release history
  1. tender value changed
    2 Apr 2024, 09:28 BST
  2. Status changed to complete
    2 Apr 2024, 09:28 BST
  3. Official notice release published
    2 Apr 2024, 09:28 BST
  4. Submission deadline changed to published date
    2 Apr 2024, 09:28 BST
  5. Status changed to active
    6 Oct 2023, 09:04 BST
  6. Official notice release published
    6 Oct 2023, 09:04 BST
  7. Submission deadline changed to 31 Oct 2023, 12:00 GMT
    6 Oct 2023, 09:04 BST
  8. Published value updated to £188,000
    25 Sept 2023, 12:41 BST
  9. Status changed to planned
    25 Sept 2023, 12:41 BST
  10. Official notice release published
    25 Sept 2023, 12:41 BST
  11. Buyer information updated
    25 Sept 2023, 12:41 BST
Lots and requirements (1)
Published by the contracting authority
  • Lot 1 · #1
    Individual lot title not published
    cancelled
    Published valueNot published
    It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager to implement the entire mandate
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
Timeline
  1. Procedure published
    2 Apr 2024, 09:28 BST
  2. Award active
    Not published · Not published
  3. Contract active
    Signed 18 Mar 2024, 00:00 GMT · £188,000
Commercial outcome and competition
Awards
Adam & Company Wealth Management
Not published · Not published · active
Contracts
Contract
£188,000 · signed 18 Mar 2024, 00:00 GMT · active
Bid statistics
bids: 5 (lot 1)
electronicBids: 5 (lot 1)
foreignBidsFromEU: 5 (lot 1)
foreignBidsFromNonEU: 0 (lot 1)
smeBids: 0 (lot 1)
Buyer and organisations in this procedure

NHS Highland

Contracting authority GB-FTS-6642
View buyer profile

  • NHS Highland
    buyer

    Assynt House, Beechwood Park, Inverness, UKM6, IV2 3BW
    nhsh.tenders@nhs.scot

  • NHS Orkney
    buyer

    The Balfour, New Foreland Road, Kirkwall, UKM65, KW15 1NZ
    ork-hb.feedback@nhs.net
    +44 1856888226

  • Adam & Company Wealth Management
    supplier

    40 Princes Street, Edinburgh, UK, EH2 2BY
    +44 1313809505

  • The Inverness Justice Centre
    reviewBody

    Inverness, IV1 1AH
Documents (0)
Official links; attachments are not copied
No data
No linked documents are published
Related procedures (0)
No data
No related procedures published