Contract notice
Section I: Contracting
authority
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.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
www.publiccontractsscotland.gov.uk
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.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
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
Maximum of 2 x 12-month extensions.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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 III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
Investment consultant must be a member of the London Stock Exchange and be regulated by the Financial Services Authority.
III.1.2) Economic and financial standing
List and brief description of selection criteria:
Refer to attached electronic ESPD document.
III.1.3) Technical and professional ability
List and brief description of selection criteria:
Refer to attached ESPD document.
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
Participation is reserved to a particular profession: Yes
Reference to the relevant law, regulation or administrative provision:
Must be a member of the London Stock Exchange.
Must be regulated by the Financial Services Agency.
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.2.2) Time limit for receipt of tenders or requests to participate
Date:
30/01/2019
Local time: 12:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
IV.2.7) Conditions for opening of tenders
Date:
30/01/2019
Local time: 12:00
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
Yes
Estimated timing for further notices to be published:
3 to 5 years depending on extensions.
VI.2) Information about electronic workflows
Electronic invoicing will be accepted
VI.3) Additional information
Note: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland website at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=568701.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(SC Ref: 568701)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=568701
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
24/12/2018