Tender

Provision of Charitable Funds Investment Management

  • Leicestershire Partnership NHS Trust

F02: Contract notice

Notice identifier: 2024/S 000-002948

Procurement identifier (OCID): ocds-h6vhtk-043574

Published 29 January 2024, 3:17pm



Section one: Contracting authority

one.1) Name and addresses

Leicestershire Partnership NHS Trust

Bridge Park Plaza, Bridge Park Road

Thurmaston, Leicester

LE4 8PQ

Contact

Lee Hulme

Email

Lee.Hulme@nhs.net

Country

United Kingdom

Region code

UKF21 - Leicester

Internet address(es)

Main address

https://www.leicspart.nhs.uk/

Buyer's address

https://www.leicspart.nhs.uk/

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://health-family.force.com/s/Welcome

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://health-family.force.com/s/Welcome

Tenders or requests to participate must be submitted to the above-mentioned address

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at

https://health-family.force.com/s/Welcome

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

Provision of Charitable Funds Investment Management

Reference number

C.LPT.045

two.1.2) Main CPV code

  • 66122000 - Corporate finance and venture capital services

two.1.3) Type of contract

Services

two.1.4) Short description

Contract for the Provision of Investment Management to manage Leicestershire Partnership Trust's Charitable Funds.

two.1.5) Estimated total value

Value excluding VAT: £40,500

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66141000 - Pension fund management services

two.2.3) Place of performance

NUTS codes
  • UKF22 - Leicestershire CC and Rutland
Main site or place of performance

Leicester, Leicestershire & Rutland

two.2.4) Description of the procurement

The tender will be conducted in accordance to the Open Procedure

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £40,500

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

Start date

14 October 2024

End date

13 October 2029

This contract is subject to renewal

No

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.1.2) Economic and financial standing

List and brief description of selection criteria

As described in ITT Document

three.1.3) Technical and professional ability

List and brief description of selection criteria

As described in ITT Document


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open 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

1 March 2024

Local time

12:00pm

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)

four.2.7) Conditions for opening of tenders

Date

30 January 2024

Local time

12:00pm

Place

Atamis e-Tendering Portal


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.4) Procedures for review

six.4.1) Review body

Royal Courts of Justice

Strand

London

WC2A 2LL

Email

royalcourtsofjustice.jc@gov.uk

Country

United Kingdom

Internet address

https://www.gov.uk/

six.4.2) Body responsible for mediation procedures

Centre for Effective Dispute Resolution

70 Fleet Street

London

EC4Y 1EU

Email

info@cedr.com

Country

United Kingdom

Internet address

https://www.cedr.com/

six.4.4) Service from which information about the review procedure may be obtained

Royal Courts of Justice

Strand

London

WC2A 2LL

Email

royalcourtsofjustice.jc@gov.uk

Country

United Kingdom

Internet address

https://www.gov.uk/