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Contract Award Notice

AA-357-23 Investment Advisor for Endowment Fund

  • First published: 07 May 2024
  • Last modified: 07 May 2024
  • 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:
ocds-h6vhtk-0436b2
Published by:
NHS Ayrshire & Arran
Authority ID:
AA81197
Publication date:
07 May 2024
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

This tender is for the management of investments held by NHS Ayrshire & Arran (Scottish Registered Charity: SC007448

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

NHS Ayrshire & Arran

Eglinton House, Ailsa Hospital, Dalmellington Road

Ayr

KA6 6AB

UK

Telephone: +44 1294323219

E-mail: procurement@south-ayrshire.scot.nhs.uk

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.2) Joint procurement

The contract is awarded by a central purchasing body

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

AA-357-23 Investment Advisor for Endowment Fund

Reference number: AA-357-23

II.1.2) Main CPV code

66120000

 

II.1.3) Type of contract

Services

II.1.4) Short description

This tender is for the management of investments held by NHS Ayrshire & Arran (Scottish Registered Charity: SC007448

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 140 000.00  GBP

II.2) Description

II.2.3) Place of performance

NUTS code:

UKM94

UKM93

II.2.4) Description of the procurement

This tender is for the management of investments held by NHS Ayrshire & Arran Endowment Fund (Scottish Registered Charity SC007448).

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 70

Price / Weighting:  30

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:

2024/S 000-003490

Section V: Award of contract

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

03/05/2024

V.2.2) Information about tenders

Number of tenders received: 11

Number of tenders received from SMEs: 4

Number of tenders received from tenderers from EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 11

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

V.2.3) Name and address of the contractor

Evelyn Partners

206 St Vincent Street

Glasgow

G2 5SG

UK

Telephone: +44 1412221100

NUTS: UKM82

The contractor is an SME: Yes

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

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 140 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

(SC Ref:765722)

VI.4) Procedures for review

VI.4.1) Review body

Kilmarnock Sheriff Court

Sheriff Court House, St Marnock Street

Kilmarnock

KA1 1ED

UK

VI.5) Date of dispatch of this notice

06/05/2024

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:
procurement@south-ayrshire.scot.nhs.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

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Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.