CONTRACT NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

1.2

Address from which documentation may be obtained

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Tender for Charitable Fund Invesment Management Service

2.2

Description of the goods or services required

Swansea Bay University Health Board Charity currently has an investment portfolio of £5.4m, the portfolio being invested in accordance with the Charity’s Investment policy. The policy aim is to ensure the creation of sufficient income and capital growth to enable the charity to carry out its purposes consistently year by year together with the maintenance of and if possible, enhancement of the value of the invested funds while they are retained.

Submissions are invited from suitably qualified and experienced investment managers to manage the Charity’s investment portfolio in line with this investment policy for a period of 3 years, with an option to extend for a further 1 year.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=113013

2.3

Notice Coding and Classification

2.4

Total quantity or scope of tender

3 Conditions for Participation

3.1

Minimum standards and qualification required

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

SBU-ITT-47953-006-SP-19

4.3

Time Limits

4.5

Language or languages in which tenders or requests to participate can be drawn up

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

This procurement exercise is being carried out via Bravo E-tendering Portal and you are required to register your Company's details so you can be invited to participate in this exercise. The process of registering on the website is free and simple and is explained fully below:-

Suppliers Instructions How to Express Interest in this Contract

1. Register your company on the xchangewales portal (this is only required once)

- Browse to the eSourcing Portal: https://etenderwales.bravosolution.co.uk

- Click the “Click here to register” link

- Accept the terms and conditions and click “continue”

- Enter your correct business and user details

- Note the username you chose and click “Save” when complete

- You will shortly receive an email with your unique password (please keep this secure)

2. Suitably qualified and experienced providers are invited to participate in the contract opportunity and submit proposals for meeting the Health Board’s requirement. The tender documentation is now available on the Bravo tendering portal Bravo Project Reference 40225, ITT Reference 89203. The closing date and time for returning completed tenders is 15:00 hours on 13th September 2021

If you require any further assistance to register on the portal please use the online help, or the BravoSolution help desk is available Mon – Fri (8am – 6pm) on:

- eMail: help@bravosolution.co.uk

- Phone: 0800 368 4850

The Contracting Authority will not accept expressions of interest after the stated closing date.

All tender costs and liabilities incurred by bidders shall be the sole responsibility of the bidders.

The Contracting Authority reserves the right to award the contract in whole, in part or annul the tendering process and not award any contract.

(WA Ref:113013)

5.2

Additional Documentation

5.3

Publication date of this notice