Tender

Charitable Funds Investment Management Tender

  • MSE Group

F02: Contract notice

Notice identifier: 2021/S 000-022238

Procurement identifier (OCID): ocds-h6vhtk-02de4d

Published 8 September 2021, 10:42am



Section one: Contracting authority

one.1) Name and addresses

MSE Group

Britannia House, Unit 12-14, Britannia Business Park

Southend

SS2 6GE

Email

caron.robinson1@nhs.net

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.3) Communication

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

https://suppliers.multiquote.com

Additional information can be obtained from another address:

MSE Group

Britannia House, Unit 12-14, Britannia Business Park

Southend

SS2 6GE

Email

caron.robinson1@nhs.net

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/

Tenders or requests to participate must be submitted electronically via

https://suppliers.multiquote.com

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

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.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

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

73

This contract is subject to renewal

No

two.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 5

Maximum number: 10

Objective criteria for choosing the limited number of candidates:

Provided in SQ Documentation

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

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


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

8 October 2021

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English


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

Electronic payment will be used

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

Email

contracts.purchasing@southend.nhs.uk

Telephone

+44 1702435555

Country

United Kingdom

Internet address

http://www.southend.nhs.uk

six.4.3) Review procedure

Precise information on deadline(s) for review procedures

As per procurement documents