Charitable Funds Investment Management Services

Charitable Funds Investment Management Services

CONTRACT OPPORTUNITY FOR THE PROVISION OF AN INVESTMENT MANAGEMENT SERVICE FOR A CHARITABLE FUNDS INVESTMENT PORTFOLIO.

CONTRACT NOTICE – NATIONAL
SERVICES

1 Authority Details

1.1

Authority Name and Address


NHS Wales Procurement Services

ABMU Local Procurement, Bevan House, 24-30 Lambourne Crescent,

Llanishen, Cardiff

CF14 5GF

UK

Helen James

+44 2920315500

helen.james10@wales.nhs.uk

+44 2920315450
www.procurement.wales.nhs.uk

1.2

Address from which documentation may be obtained


NHS Wales Procurement Services

ABMU Local Procurement, Glanrhyd Hospital, Tondu Road,

Bridgend

CF31 4LN

UK

Helen James

+44 1656753918

helen.james10@wales.nhs.uk
www.procurement.wales.nhs.uk

1.3

Completed documents must be returned to:


NHS Wales Procurement Services

ABMU Local Procurement, Glanrhyd Hospital, Tondu Road,

Bridgend

CF14 5GF

UK

Helen James

+44 1656753918

helen.james10@wales.nhs.uk
www.procurement.wales.nhs.uk

2 Contract Details

2.1

Title

Charitable Funds Investment Management Services

2.2

Description of the goods or services required

CONTRACT OPPORTUNITY FOR THE PROVISION OF AN INVESTMENT MANAGEMENT SERVICE FOR A CHARITABLE FUNDS INVESTMENT PORTFOLIO

Abertawe Bro Morgannwg University Health Board Charity currently has an investment portfolio of £4.8m, 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.

Expressions of interest 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.

Companies interested in this tender opportunity should express their interest by contacting Helen James, Head of Procurement via the following email address: abm.procurement@wales.nhs.uk by no later than 12 noon on Friday 26th July 2013.

NOTE: The authority is using eTenderwales to carry out this procurement process. Please note this is a separate website and if you are not already registered, registration will be required.

To access eTenderwales, express your interest in this notice and access the tender documentation please visit https://etenderwales.bravosolution.co.uk/web/login.shtml and search for PQQ/ITT code 30964 within the appropriate area.

2.3

Notice Coding and Classification

66100000 Banking and investment services
66120000 Investment banking services and related services

1017 Bridgend and Neath Port Talbot
1018 Swansea

2.4

Total quantity or scope of tender

3 Conditions for Participation

3.1

Minimum standards and qualification required

Minimum standards and qualification required

As outlined in PQQ document

4 Administrative Information

4.1

Type of Procedure

Dual stage – Candidates must first pass a selection procedure before being invited to tender or negotiate.

4.2

Reference number attributed to the notice by the contracting authority

T/ABM/013/13/HJ

4.3

Time Limits

a) Time-limit for obtaining documentation

b) Deadline for requests to participate
26-07-2013  Time  12:00

c) Dispatch of invitations to tender 20-09-2013

d) Estimated award date 23-12-2013

4.5

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

EN

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

It is important to note that the procurement exercise for this tender is to be carried out electronically via our e-Tendering portal at http://etenderwales.bravosolution.co.uk/nhs. Should your company wish to participate in this opportunity you will be required to register your company’s details so that you can access the electronic copy of the tender documents when they become available. Please visit the above website to complete the “Suppliers Register Here” section. It is envisaged that the tender Pre-Qualification Questionnaire documents will be available from 29th July 2013.

The process of registering on the website is free and simple. You will find the link to register just underneath the username and password boxes. Click on the link and you will be asked to complete your company details. Once completed, click “Save”, the system will then send your username and password to you. There is also a video guide to registering available to you on the login page of etenderwales which you can access by clicking “click here for details on how to register”. If you have any queries please contact BravoSolution Helpdesk on 0800 368 4850 who will be more than happy to assist (Full details on the webpage listed above).

(WA Ref:405)

5.2

Additional Documentation

5.3

Publication date of this notice

12-07-2013