Awarded contract

AA-357-23 Investment Advisor for Endowment Fund

  • NHS Ayrshire & Arran

F03: Contract award notice

Notice reference: 2024/S 000-014440

Published 6 May 2024, 12:51pm



Section one: Contracting authority

one.1) Name and addresses

NHS Ayrshire & Arran

Eglinton House, Ailsa Hospital, Dalmellington Road

Ayr

KA6 6AB

Email

procurement@south-ayrshire.scot.nhs.uk

Telephone

+44 1294323219

Country

United Kingdom

NUTS code

UKM94 - South Ayrshire

Internet address(es)

Main address

http://www.nhsaaa.net

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00060

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

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

AA-357-23 Investment Advisor for Endowment Fund

Reference number

AA-357-23

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 NHS Ayrshire & Arran (Scottish Registered Charity: SC007448

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: £140,000

two.2) Description

two.2.3) Place of performance

NUTS codes
  • UKM94 - South Ayrshire
  • UKM93 - East Ayrshire and North Ayrshire mainland

two.2.4) Description of the procurement

This tender is for the management of investments held by NHS Ayrshire & Arran Endowment Fund (Scottish Registered Charity SC007448).

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70

Price - Weighting: 30

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

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.2.1) Previous publication concerning this procedure

Notice number: 2024/S 000-003490


Section five. Award of contract

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

3 May 2024

five.2.2) Information about tenders

Number of tenders received: 11

Number of tenders received from SMEs: 4

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 11

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Evelyn Partners

206 St Vincent Street

Glasgow

G2 5SG

Telephone

+44 1412221100

Country

United Kingdom

NUTS code
  • UKM82 - Glasgow City
The contractor is an SME

Yes

five.2.4) Information on value of contract/lot (excluding VAT)

Initial estimated total value of the contract/lot: £140,000

Total value of the contract/lot: £140,000


Section six. Complementary information

six.3) Additional information

(SC Ref:765722)

six.4) Procedures for review

six.4.1) Review body

Kilmarnock Sheriff Court

Sheriff Court House, St Marnock Street

Kilmarnock

KA1 1ED

Country

United Kingdom