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Contract Award Notice

Endowment Investment Advisory Services for NHS Fife

  • First published: 20 May 2019
  • Last modified: 20 May 2019
  • Version: N/A
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  • This file may not be fully accessible.

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The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
Published by:
NHS Fife
Authority ID:
AA63978
Publication date:
20 May 2019
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Tenders are invited for the appointment of Investment Advisor to Fife NHS Board Endowment Committee. The Endowment Funds are invested in terms of the Charities and Trustee Investment (Scotland) Act 2005. The Fund has charitable status and is exempt from income and capital gains taxes.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

NHS Fife

Unit 7, Midfield Road, Mitchelston Industrial Estate

Kirkcaldy, Fife

KY1 3NL

UK

Contact person: Alexander Odame

Telephone: +44 1592657320

E-mail: alexander.odame@nhs.net

Fax: +44 1592653384

NUTS: UKM72

Internet address(es)

Main address: www.nhsfife.scot.nhs.uk

Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00185

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

Endowment Investment Advisory Services for NHS Fife

Reference number: FIF17010

II.1.2) Main CPV code

66120000

 

II.1.3) Type of contract

Services

II.1.4) Short description

NHS Fife is looking for a service provider to deliver endowment investment advisory service to to Fife NHS Board Endowment Committee.

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 127 050.00  GBP

II.2) Description

II.2.2) Additional CPV code(s)

66120000

II.2.3) Place of performance

NUTS code:

UKM72


Main site or place of performance:

NHS Fife Board Headquarters Hayfield House Hayfield Road Kirkcaldy Fife KY2 5AH.

II.2.4) Description of the procurement

Tenders are invited for the appointment of Investment Advisor to Fife NHS Board Endowment Committee. The Endowment Funds are invested in terms of the Charities and Trustee Investment (Scotland) Act 2005. The Fund has charitable status and is exempt from income and capital gains taxes.

II.2.5) Award criteria

Quality criterion: Technical / Weighting: 60

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 027-058892

Section V: Award of contract

Contract No: FIF17010

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

13/07/2018

V.2.2) Information about tenders

Number of tenders received: 10

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Standard Life Wealth Ltd

30 Lothian road

Edinburgh

EH1 2DH

UK

Telephone: +44 1312466744

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: : 127 050.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

(SC Ref:584077)

VI.4) Procedures for review

VI.4.1) Review body

NHS Fife

Unit 7, Midfield Road, Mitchelston Industrial Estate

Kirkcaldy, Fife

KY1 3NL

UK

Telephone: +44 1592657320

Fax: +44 1592653384

Internet address(es)

URL: www.nhsfife.scot.nhs.uk

VI.5) Date of dispatch of this notice

16/05/2019

Coding

Commodity categories

ID Title Parent category
66120000 Investment banking services and related services Banking and investment services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
alexander.odame@nhs.net
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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