Charitable Funds Investment Manager Requirement

Charitable Funds Investment Manager Requirement

Investment manager who will advise on the best route for investment to maximise returns.

United Kingdom-Leicester: Banking and investment services

2019/S 009-016576

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Leicestershire Partnership NHS Trust
Leicestershire Partnership NHS Trust, Room 170 Penn Lloyd Building, County Hall
Leicester
LE3 8TB
United Kingdom
Contact person: Miss Sarah Holliehead
Telephone: +44 7775005496
E-mail: sarah.holliehead@leicspart.nhs.uk
NUTS code: UK
Internet address(es):Main address: http://www.leicspart.nhs.uk/

Address of the buyer profile: http://www.leicspart.nhs.uk/

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://procontract.due-north.com/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://procontract.due-north.com/

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:

Charitable Funds Investment Manager

Reference number: DN386507

II.1.2)Main CPV code

66100000

II.1.3)Type of contract

Services

II.1.4)Short description:

LPT holds Charitable Funds to the value of 1 700 000 GBP, and seeks an Investment manager who will advise on the best route for investment to maximise returns, within an agreed scope and range of investment opportunities, and who will action and manage those investments on behalf of the Trust.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:
II.2.2)Additional CPV code(s)

II.2.3)Place of performance

NUTS code: UK

II.2.4)Description of the procurement:

LPT holds Charitable Funds to the value of 1 700 000 GBP, and seeks an Investment manager who will advise on the best route for investment to maximise returns, within an agreed scope and range of investment opportunities, and who will action and manage those investments on behalf of the Trust.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/07/2019
End: 30/06/2022
This contract is subject to renewal: yes
Description of renewals:

2 x 12-month extension periods.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

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
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the 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

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 11/02/2019
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender

IV.2.7)Conditions for opening of tenders

Date: 11/02/2019
Local time: 12:00
Place:

Submissions to be received via portal, reference number DN386507.

Information about authorised persons and opening procedure:

Contracts compliance manager.

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Leicestershire Partnership NHS Trust
Leicester
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

10/01/2019