Provision of a Charitable Fund Investment Advisor
Estimated value
£120k
Awarded value
£120k
Suppliers
1
Lots
1
Published
05 Mar 2017
Description
North Tees and Hartlepool NHS Foundation Trust is seeking the provision of an independent external investment advisor to manage the Trust's Charitable Fund. The contract will be for an initial 36 month period with an option, at the sole discretion of the Trust, to extend for a further 24 month period subject to satisfactory contract performance and the Trust still having the need and funding for the contract. The extension period will be in 12 month cycles. Note: The authority is using using the e-procurement portal known as Cardea to carry out this procurement process. To obtain further information record your interest on Cardea at https://www.cardea.nhs.uk/cardea/SupplierPortal.aspx
Scope
- Reference
- BIP242358212
- Total value
- £120,000 excluding VAT
- Commercial tool
- Standalone contract
- Contract dates
- 09 Feb 2017 to 09 Feb 2022
- CPV classifications
- 66000000
- Particular suitability
- Small and medium-sized enterprises (SME)
Submission & procedure
- Submission deadline
- 07 Feb 2017, 12:00 am
Award details
Awarded supplier(s), contract period and value as published in the award notice.
Awarded value
£120k
Award date
07 Feb 2017
Contract start
09 Feb 2017
Contract end
09 Feb 2022
Awarded suppliers· 1 supplier
Awarded 07 Feb 2017 · Contract period 09 Feb 2017 — 09 Feb 2022
Other contracts from North Tees and Hartlepool NHS Foundation Trust
Full notice and award history for this contracting authority is on the buyer profile.
Other contracts awarded to CCLA Investment Management Limited· 7
Cross-buyer view of this supplier's public-sector wins.
| Title | Type | Value | Published |
|---|---|---|---|
| Charitable Funds Investment Management | call off | £149k | 11 Jun 2024 |
| Investment Manager | contract | £600k | 02 Dec 2021 |
| CA9115 - Charitable Funds Investment Tender | contract | — | 06 Aug 2021 |
| Independent Investment Advisors for Charitable Funds Q1590/JE | contract | £22k | 01 May 2019 |
| Independent Investment Advisors for Charitable Funds Q1590/JE | contract | £22k | 01 May 2019 |
| Fund management of ethical multi-asset fund | contract | £10.0m | 05 Jul 2016 |
| CA3537 - Investment Management Tender - Charitable Funds | contract | — | 28 Jun 2016 |