Published date: 22 June 2018
Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.
Contract summary
Industry
Financial and insurance services - 66000000
Location of contract
OX4 4XN
Value of contract
£1
Procurement reference
tender_174334/683693
Published date
22 June 2018
Closing date
23 July 2018
Contract start date
1 January 2019
Contract end date
31 December 2023
Contract type
Service contract
Procedure type
Open procedure (below threshold)
Any interested supplier may submit a tender in response to an opportunity notice.
This procedure can be used for procurements below the relevant contract value threshold.
Contract is suitable for SMEs?
Yes
Contract is suitable for VCSEs?
No
Description
The Oxford Health Charity (charity number 1057285) sits alongside the Oxford Health NHS Foundation Trust and provides charitable funding for projects and activities which enhance the experience of patients, families, carers and staff across the Trust services. Income for the Charity comes through legacies, fundraising and donations to specific services.
The Charity is managed through a Charity Committee made up of Trustees from within the Trust Executive and Non-Executive teams and the administration of day to day finances is managed by an external organisation, Kingston Smith. The main capital of the Charity is managed through a separate Investment Portfolio and this is the service that is being tendered for.
The annual income of the Charity sits at approximately £300,000 with expenditure varying depending on projects but usually in excess of the income.
The current portfolio sits at approximately £1.1 million. This may increase dependent on the addition of a restricted fund not currently invested, however, this is subject to trustee approval.
Oxford Health NHS Foundation Trust (The Authority) is seeking a supplier with appropriate relevant experience of managing the investment funds of an NHS or simliar charity and that is authorised by the PRA or the FCA to provide the services required. Further eligibility and other requirements are detailed in the tender documents.
More information
Additional text
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INSTRUCTIONS TO BIDDERS
Suppliers Instructions How to Express Interest in this Tender~: 1. Register your company on the eSourcing portal (this is only required once) - Browse to the eSourcing Portal: https://www.nhssourcing.co.uk/OxfordHealthNHSFT/web/login.shtml and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure) 2. Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ ITT to access the content. - Click the 'Express Interest' button at the top of the page. - This will move the PQQ /ITT into your 'My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking 'Buyer Attachments' in the 'PQQ/ ITT Details' box 3. Responding to the tender - Click 'My Response' under 'PQQ/ ITT Details', you can choose to 'Create Response' or to 'Decline to Respond' (please give a reason if declining) - You can now use the 'Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.
About the buyer
Contact name
https://www.nhssourcing.co.uk/OxfordHealthNHSFT/web/login.shtml
Address
Corporate Services, Littlemore Mental health Centre
Oxford
OX4 4XN
England
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Closing: 23 July 2018
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