Section one: Contracting authority
one.1) Name and addresses
MSE Group
Britannia House, Unit 12-14, Britannia Business Park
Southend
SS2 6GE
Telephone
+44 1702508119
Country
United Kingdom
NUTS code
UKH3 - Essex
Internet address(es)
Main address
http://www.successregimeessex.co.uk/
Buyer's address
http://www.successregimeessex.co.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
Charitable Funds Investment Management Tender
Reference number
CA9203 - MSBP278
two.1.2) Main CPV code
- 66120000 - Investment banking services and related services
two.1.3) Type of contract
Services
two.1.4) Short description
This tender is for the management of investments held by Mid and South Essex NHS Foundation Trust Charity (Charity Commission Registration Number 1057266).
two.1.6) Information about lots
This contract is divided into lots: No
two.1.7) Total value of the procurement (excluding VAT)
Value excluding VAT: £1,500,000
two.2) Description
two.2.2) Additional CPV code(s)
- 66122000 - Corporate finance and venture capital services
- 66140000 - Portfolio management services
two.2.3) Place of performance
NUTS codes
- UKH3 - Essex
Main site or place of performance
Essex
two.2.4) Description of the procurement
The Trustee of Mid and South Essex NHS Foundation Trust Charity wishes to re-tender the role of Investment Manager for the Charity’s investment and all further information is contained in the tender documents.
two.2.5) Award criteria
Cost criterion - Name: As per the ITT document / Weighting: 100.00%
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 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.2.1) Previous publication concerning this procedure
Notice number: 2021/S 000-022238
Section five. Award of contract
Contract No
CA9203
Title
Charitable Funds Investment Management Tender
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
25 February 2022
five.2.2) Information about tenders
Number of tenders received: 7
The contract has been awarded to a group of economic operators: No
five.2.3) Name and address of the contractor
abrdn
1 Bread Street,
London
EC4M 9HH
james.stevens@aberdeenstandard.com
Telephone
+44 7712486462
Country
United Kingdom
NUTS code
- UK - United Kingdom
Internet address
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Total value of the contract/lot: £1,500,000
Section six. Complementary information
six.4) Procedures for review
six.4.1) Review body
Southend University Hospital NHS Foundation Trust
Britannia House, Unit 11-13, Britannia Business Park, Comet Way
Southend
SS2 6GE
contracts.purchasing@southend.nhs.uk
Telephone
+44 1702435555
Country
United Kingdom
Internet address
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
As per procurement documents