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UK4

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

  • Cyhoeddwyd gyntaf: 17 Mehefin 2025
  • Wedi'i addasu ddiwethaf: 17 Mehefin 2025
  • Efallai na fydd y ffeil hon yn gwbl hygyrch.

  •  

Eicon Gwybodaeth
Rydych yn gweld hysbysiad sydd wedi dod i ben.

Cynnwys

Crynodeb

OCID:
ocds-h6vhtk-054e9d
Cyhoeddwyd gan:
NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
ID Awudurdod:
AA0221
Dyddiad cyhoeddi:
17 Mehefin 2025
Dyddiad Cau:
14 Gorffennaf 2025
Math o hysbysiad:
UK4
Mae ganddo ddogfennau:
Nac Ydi
Wedi SPD:
Nac Ydi
Mae ganddo gynllun lleihau carbon:
AMH

Crynodeb

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 ‘real-worth’.An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk. The 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. The current Ethical Investments Policy states:It is recommended that there is negative exclusion of investment in companies manufacturing and distributing: - Alcoholic products; - Tobacco products; and - Any products which may be considered in conflict with the Health Board’s activities.Investment 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. Please see Information for Bidders document on the Bravo Solutions portal for further details.Betsi Cadwaladr University Health Board recognises the importance of the Welsh language to the communities it serves. Consequently, responses to an invitation to quote or tender will be accepted in Welsh as well as English. However, please note that tender responses submitted only in Welsh will be translated by the Trust into English before consideration. Those involved in translating the document will be barred from taking decisions on awarding tenders.The tender will be awarded based on 40% cost & 60% quality as detailed in the ITT document. Please note that the tender closing date is 14/07/2025 at midday and any late submissions will not be considered.The etenderwales bravosolution ref:Project: project_59434 and itt_117885Please direct all queries relating to this tender via the messaging function of the Bravo portal.More details can be found at https://etenderwales.bravosolution.co.uk.

Testun llawn y rhybydd

Cwmpas

Cyfeirnod caffael

BCU-FTS-59434

Disgrifiad caffael

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 ‘real-worth’.

An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk.

The 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.

The current Ethical Investments Policy states:

It is recommended that there is negative exclusion of investment in companies manufacturing and distributing:

- Alcoholic products;

- Tobacco products; and

- Any products which may be considered in conflict with the Health Board’s activities.

Investment 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.

Please see Information for Bidders document on the Bravo Solutions portal for further details.

Betsi Cadwaladr University Health Board recognises the importance of the Welsh language to the communities it serves. Consequently, responses to an invitation to quote or tender will be accepted in Welsh as well as English. However, please note that tender responses submitted only in Welsh will be translated by the Trust into English before consideration. Those involved in translating the document will be barred from taking decisions on awarding tenders.

The tender will be awarded based on 40% cost & 60% quality as detailed in the ITT document. Please note that the tender closing date is 14/07/2025 at midday and any late submissions will not be considered.

The etenderwales bravosolution ref:Project: project_59434 and itt_117885

Please direct all queries relating to this tender via the messaging function of the Bravo portal.More details can be found at https://etenderwales.bravosolution.co.uk.

Prif gategori

Gwasanaethau

Rhanbarthau cyflawni

  • UKL23 - Flintshire and Wrexham
  • UKL13 - Conwy and Denbighshire
  • UKL12 - Gwynedd
  • UKL11 - Isle of Anglesey

Cyfanswm gwerth (amcangyfrif, heb gynnwys TAW)

250000 GBP to 250000GBP

Dyddiadau contract (amcangyfrif)

01 Hydref 2025, 00:00yb to 30 Medi 2028, 23:59yh

Dyddiad gorffen yr estyniad (os defnyddir yr holl estyniadau): 03 Medi 2030

Awdurdod contractio

Betsi Cadwaladr University Health Board

Cofrestr adnabod:

  • GB-NHS

Cyfeiriad 1: Ysbyty Gwynedd, Penrhosgarnedd,

Tref/Dinas: Bangor

Côd post: LL57 2PW

Gwlad: United Kingdom

Gwefan: http://nwssp.nhs.wales/ourservices/procurement-services/

Gwasanaeth Data Sefydliad y GIG: 7A1

Enw cyswllt: Gregg Roberts

Ebost: gregg.roberts@wales.nhs.uk

Math o sefydliad: Awdurdod cyhoeddus - llywodraeth ganolog

Rheoliadau datganoledig sy'n berthnasol: Cymru

Gweithdrefn

Math o weithdrefn

Open procedure

A yw cyfanswm y gwerth uwchlaw'r trothwy?

Uwchben y trothwy

Cytundebau masnach

Cytundeb Caffael y Llywodraeth (GPA)

Lotiau

Wedi'i rannu'n 1 lot

Rhif lot: 1

Dosbarthiadau CPV

  • 66000000 - Gwasanaethau ariannol ac yswiriant

Rhanbarthau cyflawni

  • UKL23 - Flintshire and Wrexham
  • UKL13 - Conwy and Denbighshire
  • UKL12 - Gwynedd
  • UKL11 - Isle of Anglesey

Gwerth lot (amcangyfrif)

250000 GBP Heb gynnwys TAW

300000 GBP Gan gynnwys TAW

Cynaladwyedd

Busnesau bach a chanolig (BBaCh)

Mentrau gwirfoddol, cymunedol a chymdeithasol (VCSE)

Dyddiad cychwyn y contract (amcangyfrif)

01 Hydref 2025, 00:00yb

Dyddiad diwedd y contract (amcangyfrif)

30 Medi 2028, 23:59yh

Dyddiad gorffen yr estyniad (amcangyfrif)

03 Medi 2030, 23:59yh

A ellir ymestyn y contract?

Oes

Disgrifiad o estyniadau

option to extend for a further two 12-month periods subject to supplier performance and internal Health Board approval.

Meini prawf dyfarnu

Math: quality

Enw

Adherence to Specification (Tender Responses)

Pwysiad: 30.00

Math o bwysoli: percentageExact

Math: quality

Enw

Adherence to Specification (Interview)

Pwysiad: 30.00

Math o bwysoli: percentageExact

Math: cost

Enw

Commercial

Pwysiad: 40.00

Math o bwysoli: percentageExact

Cyflwyno

Dyddiad cau ar gyfer cyflwyno tendr

14 Gorffennaf 2025, 12:00yh

Dyddiad cau ar gyfer yr ymchwiliad

07 Gorffennaf 2025, 12:00yh

Dyddiad dyfarnu'r contract

20 Awst 2025, 23:59yh

Cyfeiriad cyflwyno ac unrhyw gyfarwyddiadau arbennig

https://etenderwales.bravosolution.co.uk/web/login.shtml

A ellir cyflwyno tendrau yn electronig?

Oes

Ieithoedd y gellir eu defnyddio ar gyfer cyflwyno

  • Saesneg
  • Cymraeg

Codio

Categorïau nwyddau

ID Teitl Prif gategori
66000000 Gwasanaethau ariannol ac yswiriant Cyllid a Gwasanaethau Cysylltiedig

Lleoliadau Dosbarthu

ID Disgrifiad
1013 Conwy a Sir Ddinbych

Teulu dogfennau

Manylion hysbysiad
Dyddiad cyhoeddi:
17 Mehefin 2025
Dyddiad Cau:
14 Gorffennaf 2025 12:00
Math o hysbysiad:
UK4
Fersiwn:
1
Enw Awdurdod:
NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
Dyddiad cyhoeddi:
12 Medi 2025
Dyddiad Cau:
Math o hysbysiad:
UK6
Fersiwn:
1
Enw Awdurdod:
NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)

Ynglŷn â'r prynwr

Prif gyswllt:
n/a
Cyswllt gweinyddol:
n/a
Cyswllt technegol:
n/a
Cyswllt arall:
n/a

Gwybodaeth bellach

Dyddiad Manylion

0800 222 9004

Mae'r llinellau ar agor rhwng 8:30am a 5pm o ddydd Llun i ddydd Gwener.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.