Nid yw'r prynwr yn defnyddio'r wefan hon i weinyddu'r hysbysiad.

I gofnodi eich diddordeb neu gael gwybodaeth neu ddogfennau ychwanegol, darllenwch y cyfarwyddiadau yn Nhestun Llawn yr Hysbysiad. (NODER: Nid oes angen ymateb i Hysbysiadau Dyfarnu Contractau a Hysbysiadau Gwybodaeth Ymlaen Llaw fel arfer)

Cynnwys

Crynodeb

OCID:: ocds-kuma6s-134078
Cyhoeddwyd gan:: Cancer Research Wales
ID Awudurdod:: AA84312
Dyddiad cyhoeddi:: 28 Medi 2023
Dyddiad Cau:: -
Math o hysbysiad:: Hysbysiad o Ddyfarnu Contract
Mae ganddo ddogfennau:: Nac Ydi
Wedi SPD:: Nac Ydi
Mae ganddo gynllun lleihau carbon:: Nac Ydi

Crynodeb

3.1 CRW has an investment portfolio as at 31 March 2023 of £4.5 million invested within the ethical markets. 3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition. 3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy 3.4 The appointed supplier will be responsible for, but shall not be limited to: I. Reviewing the current Investment Policy and making recommendations as appropriate.. II. Make investment decisions in line with the Investment Policy. III. Provide Quarterly reviews and an annual review of the Investment Portfolio IV. Provide relevant information to enable the preparation of the Charities Financial Statements V. Act as a sounding board and advisor. VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

Testun llawn y rhybydd

HYSBYSIAD O DDYFARNU CONTRACT - CENEDLAETHOL

Math o Hysbysiad : SERVICES

1 Manylion yr Awdurdod

1.1 Enw a Chyfeiriad yr Awdurdod

Enw Swyddogol: Cancer Research Wales
Cyfeiriad Post: Unit 22, Neptune Court, Vanguard Way,
Tref: Cardiff	Cod Post: CF245PJ	Gwlad: UK
At sylw: Alison Yandall	Ffôn: +44 07365206564
E-bost:	Ffacs:
Cyfeiriad Gwe (URL): https://www.cancerresearch.wales

2 Manylion y Contract

2.1 Teitl

Investment Management Services

2.2 Disgrifiad o'r contract

3.1 CRW has an investment portfolio as at 31 March 2023 of £4.5 million invested within the ethical markets.

3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition.

3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy

3.4 The appointed supplier will be responsible for, but shall not be limited to:

I. Reviewing the current Investment Policy and making recommendations as appropriate..

II. Make investment decisions in line with the Investment Policy.

III. Provide Quarterly reviews and an annual review of the Investment Portfolio

IV. Provide relevant information to enable the preparation of the Charities Financial Statements

V. Act as a sounding board and advisor.

VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

2.3 Cod a Dosbarthiad yr Hysbysiad

a) Codau Nwyddau

	Cod		Disgrifiad
	66100000		Banking and investment services
	66600000		Treasury services
	79220000		Fiscal services
	79412000		Financial management consultancy services

b) Lleoliad/Ardal Cyflawni

	Cod		Lleoliad
	1022		Cardiff and Vale of Glamorgan

2.4 Amcangyfrif o Gyfanswm Gwerth

3 Gweithdrefn

3.1 Math o Weithdrefn

Un cam

4 Dyfarnu Contract

4.1 Cynigwyr Llwyddiannus

4.1.1 Enw a Chyfeiriad y cyflenwr, contractwr neu ddarparwr gwasanaeth llwyddiannus

Rhif y Contract:

Enw Swyddogol: Brewin Dolphin Limited
Cyfeiriad Post: 5 Callaghan Square, 2Nd Floor,
Tref: Cardiff	Cod Post: CF105BT	Gwlad: UK
At sylw: Paul Mathias	Ffôn:
E-bost:	Ffacs:
Cyfeiriad Gwe (URL): https://www.brewin.co.uk/cardiff

5 Gwybodaeth Arall

5.1 Rhif cyfeirnod a roddwyd i'r hysbysiad gan yr awdurdod contractio

CRW2023-01

5.2 Dyddiad Dyfarnu'r Contract

28 - 09 - 2023

5.3 Nifer y tendrau a dderbyniwyd

5.4 Gwybodaeth Arall

(WA Ref:135192)

5.5 Dogfennaeth Ychwanegol

Dd/g

5.6 Dyddiad cyhoeddi'r hysbysiad hwn:

28 - 09 - 2023

SF 53

Codio

Categorïau nwyddau

ID	Teitl	Prif gategori
66100000	Gwasanaethau bancio a buddsoddi	Gwasanaethau ariannol ac yswiriant
79220000	Gwasanaethau cyllidol	Gwasanaethau cyfrifyddu, archwilio a chyllidol
66600000	Gwasanaethau trysorfa	Gwasanaethau ariannol ac yswiriant
79412000	Gwasanaethau ymgynghori ar reoli arian	Gwasanaethau ymgynghori ar fusnes a rheoli

Lleoliadau Dosbarthu

ID	Disgrifiad
1022	Caerdydd a Bro Morgannwg

Cyfyngiadau Rhanbarthol ar y Rhybuddion

Mae’r prynwr wedi cyfyngu’r rhybuddion ar gyfer yr hysbysiad hwn i gyflenwyr yn y rhanbarthau canlynol.

ID	Disgrifiad
Nid oes cyfyngiadau ar y rhybuddion ar gyfer yr hysbysiad hwn.

Teulu dogfennau

Manylion hysbysiad
AUG447045: Investment Management Services Dyddiad cyhoeddi: 15 Awst 2023 Dyddiad Cau: 06 Medi 2023 00:00 Math o hysbysiad: Hysbysiad o Gontract Enw Awdurdod: Cancer Research Wales
SEP451924: Investment Management Services Dyddiad cyhoeddi: 28 Medi 2023 Math o hysbysiad: Hysbysiad o Ddyfarnu Contract Enw Awdurdod: Cancer Research Wales

Ynglŷn â'r prynwr

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

Gwybodaeth bellach

Dyddiad	Manylion
Nid oes unrhyw wybodaeth bellach wedi'i lanlwytho.