BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds

{
  "awards": [
    {
      "aboveThreshold": true,
      "assessmentSummariesDateSent": "2025-09-12T00:00:00+01:00",
      "contractPeriod": {
        "endDate": "2029-09-30T23:59:59+01:00",
        "maxExtentDate": "2030-09-30T23:59:59+01:00",
        "startDate": "2025-10-01T00:00:00+01:00"
      },
      "date": "2025-09-12T00:00:00+01:00",
      "documents": [
        {
          "datePublished": "2025-09-12T17:08:56+01:00",
          "description": "Contract award notice on Find a Tender",
          "documentType": "awardNotice",
          "format": "text/html",
          "id": "056364-2025",
          "noticeType": "UK6",
          "url": "https://www.find-tender.service.gov.uk/Notice/056364-2025"
        }
      ],
      "hasRenewal": true,
      "id": "1",
      "items": [
        {
          "additionalClassifications": [
            {
              "description": "Financial and insurance services",
              "id": "66000000",
              "scheme": "CPV"
            }
          ],
          "deliveryAddresses": [
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UKL23"
            },
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UKL13"
            },
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UKL12"
            },
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UKL11"
            }
          ],
          "id": "1",
          "relatedLot": "1"
        }
      ],
      "mainProcurementCategory": "services",
      "milestones": [
        {
          "dueDate": "2025-09-30T23:59:59+01:00",
          "id": "1",
          "status": "scheduled",
          "type": "futureSignatureDate"
        }
      ],
      "relatedLots": [
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      ],
      "renewal": {
        "description": "Extension 1 01/10/2028 \u2013 30/09/2029\nExtension 2 01/10/2029 \u2013 30/09/2030\nExtensions subject to Health Board approval and supplier performance against the contract."
      },
      "standstillPeriod": {
        "endDate": "2025-09-23T23:59:59+01:00"
      },
      "status": "pending",
      "suppliers": [
        {
          "id": "GB-PPON-PNVB-9923-RRBX",
          "name": "Brewin Dolphin Limited "
        }
      ],
      "title": "BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds",
      "value": {
        "amount": 199499,
        "amountGross": 239400,
        "currency": "GBP"
      }
    }
  ],
  "bids": {
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        "measure": "bids",
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        "measure": "finalStageBids",
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        "value": 1
      },
      {
        "id": "3",
        "measure": "smeFinalStageBids",
        "relatedLot": "1",
        "value": 0
      },
      {
        "id": "4",
        "measure": "vcseFinalStageBids",
        "relatedLot": "1",
        "value": 0
      }
    ]
  },
  "buyer": {
    "id": "GB-NHS-7A1",
    "name": "Betsi Cadwaladr University Health Board"
  },
  "date": "2025-09-12T17:08:56+01:00",
  "id": "056364-2025",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-054e9d",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Bangor",
        "postalCode": "LL57 2PW",
        "region": "UKL12",
        "streetAddress": "Ysbyty Gwynedd, Penrhosgarnedd,"
      },
      "contactPoint": {
        "email": "gregg.roberts@wales.nhs.uk",
        "name": "Gregg Roberts"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - central government",
            "id": "publicAuthorityCentralGovernment",
            "scheme": "UK_CA_TYPE"
          },
          {
            "description": "Welsh devolved regulations apply",
            "id": "GB-WLS",
            "scheme": "UK_CA_DEVOLVED_REGULATIONS"
          }
        ],
        "url": "http://nwssp.nhs.wales/ourservices/procurement-services/"
      },
      "id": "GB-NHS-7A1",
      "identifier": {
        "id": "7A1",
        "scheme": "GB-NHS"
      },
      "name": "Betsi Cadwaladr University Health Board",
      "roles": [
        "buyer"
      ]
    },
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Cardiff",
        "postalCode": "CF15 7QZ",
        "region": "UKL15",
        "streetAddress": "4-5 Charnwood Court, Heol Billingsley, Parc Nantgarw"
      },
      "contactPoint": {
        "email": "gregg.roberts@wales.nhs.uk"
      },
      "id": "GB-NHS-RQF",
      "identifier": {
        "id": "RQF",
        "scheme": "GB-NHS"
      },
      "name": "NHS Wales Shared Services Partnership (hosted by Velindre University NHS Trust)",
      "roleDetails": "Procurement Lead",
      "roles": [
        "procuringEntity"
      ]
    },
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "London",
        "postalCode": "EC1A 9BD",
        "region": "UKI43",
        "streetAddress": "12 Smithfield Street"
      },
      "contactPoint": {
        "email": "charities@brewin.co.uk"
      },
      "details": {
        "publicServiceMissionOrganization": false,
        "scale": "large",
        "shelteredWorkshop": false,
        "vcse": false
      },
      "id": "GB-PPON-PNVB-9923-RRBX",
      "identifier": {
        "id": "PNVB-9923-RRBX",
        "scheme": "GB-PPON"
      },
      "name": "Brewin Dolphin Limited ",
      "roles": [
        "supplier"
      ]
    }
  ],
  "tag": [
    "award",
    "contract"
  ],
  "tender": {
    "description": "Many of the donations and legacies received by the Charity cannot be spent right away as they need to be accumulated in order to fund the most pressing and relevant items to improve patient care. As a result, the charity invests these contributions in order to earn income and protect their \u0027real-worth\u0027.\nAn investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk.\nThe Charity has adopted an ethical framework for investments with underlying principles supporting an ethical component of the overall investment strategy. This gives direction to the investment manager to develop a suitable investment strategy which is consistent with these ethical principles whilst affording sufficient flexibility to provide the best balance of risk and reward for the Charity.\nThe current Ethical Investments Policy states:\nIt is recommended that there is negative exclusion of investment in companies manufacturing and distributing:\n- Alcoholic products;\n- Tobacco products; and\n- Any products which may be considered in conflict with the Health Board\u0027s activities.\nInvestment is not permitted in companies which have a poor record in human rights and child exploitation or which derive their profits from countries with poor human rights records",
    "id": "BCU-FTS-59434",
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "id": "1",
        "status": "complete"
      }
    ],
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure",
    "status": "complete",
    "title": "BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds"
  }
}