Section one: Contracting authority
one.1) Name and addresses
NHS Tayside
Ninewells Hospital
Dundee
DD1 9SY
Contact
Carol Mackie
Telephone
+44 1382660111
Fax
+44 1382496253
Country
United Kingdom
NUTS code
UKM - Scotland
Internet address(es)
Main address
http://www.nhstayside.scot.nhs.uk
Buyer's address
https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00154
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
www.publictendersscotland.gov.uk
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
www.publictendersscotland.gov.uk
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Health
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Investment Management Service
Reference number
CON/020/21
two.1.2) Main CPV code
- 66150000 - Financial markets administration services
two.1.3) Type of contract
Services
two.1.4) Short description
Tayside NHS Board Endowment Fund T/A Tayside Health Fund (SCO11042) wishes to maximise returns on its invested capital, which is presently held as a range of assets amounting to c34mGBP (as at November 2021) in accordance with its Investment Strategy and is seeking tenders from suitably qualified investment management companies with a proven track record in the charity/environmental and social governance sector.
two.1.5) Estimated total value
Value excluding VAT: £450,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 66150000 - Financial markets administration services
- 79412000 - Financial management consultancy services
two.2.3) Place of performance
NUTS codes
- UKM71 - Angus and Dundee City
Main site or place of performance
Ninewells Hospital, Dundee
two.2.4) Description of the procurement
Tayside NHS Board Endowment Fund T/A Tayside Health Fund (SCO11042) wishes to maximise returns on its invested capital, which is presently held as a range of assets amounting to c34mGBP (as at November 2021) in accordance with its Investment Strategy and is seeking tenders from suitably qualified investment management companies with a proven track record in the charity/environmental and social governance sector.
The contract will be awarded for an initial period of five (5) years with a possible option to extend for a further two (2) years
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
60
This contract is subject to renewal
Yes
Description of renewals
Possible two years (2) extension
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
As detailed in the PQQ
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
three.2) Conditions related to the contract
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Restricted procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
2 March 2022
Local time
12:00pm
four.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
21 March 2022
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
six.3) Additional information
All bidders should ensure they complete the SPD and the PQQ Questionnaire document which is located in the attachments area on PCS-T Portal
The buyer is using PCS-Tender to conduct this PQQ exercise. The Project code is 20560. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343
(SC Ref:680829)
six.4) Procedures for review
six.4.1) Review body
Dundee Sherriff Court
Dundee
Country
United Kingdom