Contract award notice
Results of the procurement procedure
Section I: Contracting
entity
I.1) Name and addresses
NHS Ayrshire and Arran
Eglinton House, Ailsa Hospital, Dalmellington Road
Ayr
KA6 6AB
UK
Contact person: Elaine McCabe
Telephone: +44 1294323596
E-mail: elaine.mccabe@aapct.scot.nhs.uk
Fax: +44 1294323052
NUTS: UKM94
Internet address(es)
Main address: http://www.nhsaaa.net
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00060
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Health
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Appointment of Investment Advisor Endowment Funds
Reference number: AA1355
II.1.2) Main CPV code
66100000
II.1.3) Type of contract
Services
II.1.4) Short description
NHS Ayrshire and Arran are seeking tenders for the appointment of an investment advisor to manage their endowment funds investment portfolio in line with the Trustees Investments Act. The fund has charitable status and is exempt from income and capital gains tax. To ensure that the portfolio performs to its maximum potential, the appointed investment consultant must be a member of the london stock exchange and be regulated by the financial services authority.
II.1.6) Information about lots
This contract is divided into lots:
No
II.1.7) Total value of the procurement
Value excluding VAT:
207 360.00
GBP
II.2) Description
II.2.2) Additional CPV code(s)
66150000
66120000
II.2.3) Place of performance
NUTS code:
UKM94
II.2.4) Description of the procurement
Appointment of Investment Advisor Endowment Funds
II.2.5) Award criteria
Quality criterion: Mandate solution
/ Weighting: 15
Quality criterion: Investement process
/ Weighting: 10
Quality criterion: Business management background
/ Weighting: 5
Quality criterion: Key decision makers and personnel
/ Weighting: 10
Quality criterion: Investment Performance
/ Weighting: 5
Price
/ Weighting:
40
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.1) Previous publication concerning this procedure
Notice number in the OJ S:
2018/S 249-575790
Section V: Award of contract
Contract No: AA1355
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
25/03/2019
V.2.2) Information about tenders
Number of tenders received: 12
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
EdenTree Investment Management
24 Monument Street
London
EC3R 8AJ
UK
NUTS: UKI31
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot:
: 207 360.00
GBP
V.2.5) Information about subcontracting
Section VI: Complementary information
VI.3) Additional information
(SC Ref:581766)
VI.4) Procedures for review
VI.4.1) Review body
NHS Ayrshire and Arran
Eglinton House, Ailsa Hospital, Dalmellington Road
Ayr
KA6 6AB
UK
Telephone: +44 1294323585
Fax: +44 1294323052
Internet address(es)
URL: http://www.nhsaaa.net
VI.5) Date of dispatch of this notice
25/04/2019