Summary

OCID:: ocds-kuma6s-134078
Published by:: Cancer Research Wales
Authority ID:: AA84312
Publication date:: 15 August 2023
Deadline date:: 06 September 2023
Notice type:: Contract Notice
Has documents:: Yes
Has SPD:: No
Has Carbon Reduction Plan:: No

Abstract

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.

Full notice text

CONTRACT NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: Cancer Research Wales
Postal Address: Unit 22, Neptune Court, Vanguard Way,
Town: Cardiff	Postal Code: CF245PJ	Country: UK
For the attention of: Alison Yandall	Telephone: +44 07365206564
E-Mail:	Fax:
Internet Address (URL): https://www.cancerresearch.wales Electronic access to information: https://www.sell2wales.gov.wales Electronic submission of tenders and requests to participate: https://www.sell2wales.gov.wales

1.2 Address from which documentation may be obtained

Official Name: Cancer Research Wales
Postal Address: 22 Neptune Court, Vanguard Way Cardiff CF24 5PJ, Vanguard Way,
Town: Cardiff	Postal Code: CF24 5PJ	Country: UK
For the attention of: Alison Yandall	Telephone: +44 7365206564
E-Mail: alison.yandall@cancerresearchwales.org.uk	Fax:
Internet Address (URL): https://www.cancerresearch.wales

1.3 Completed documents must be returned to:

Official Name: Cancer Research Wales
Postal Address: Unit 22, Neptune Court, Vanguard Way,
Town: Cardiff	Postal Code: CF24 5PJ	Country: UK
For the attention of: Alison Yandall	Telephone: +44 7365206564
E-Mail: alison.yandall@cancerresearchwales.org.uk	Fax:
Internet Address (URL): https://www.cancerresearch.wales

2 Contract Details

2.1 Title

Investment Management Services

2.2 Description of the goods or services required

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.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=134078.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	66100000		Banking and investment services
	66600000		Treasury services
	79220000		Fiscal services
	79412000		Financial management consultancy services

b) Delivery Location/Area

	Code		Location
	1022		Cardiff and Vale of Glamorgan

2.4 Total quantity or scope of tender

3 year period with the option to extend.

3 Conditions for Participation

3.1 Minimum standards and qualification required

4 Administrative Information

4.1 Type of Procedure

Single stage

4.2 Reference number attributed to the notice by the contracting authority

CRW2023-01

4.3 Time Limits

Time-limit for receipt of completed tenders
04-09-2023 Time 12:00

Estimated award date
25-09-2023

4.5 Language or languages in which tenders or requests to participate can be drawn up

4.6 Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1 Additional Information

(WA Ref:134078)

5.2 Additional Documentation

The following additional documents relating to this notice are available from the site:

CRW2023-01 - ITT - Investment Management

5.3 Publication date of this notice

15-08-2023

SF 51a

Coding

Commodity categories

ID	Title	Parent category
66100000	Banking and investment services	Financial and insurance services
79412000	Financial management consultancy services	Business and management consultancy services
79220000	Fiscal services	Accounting, auditing and fiscal services
66600000	Treasury services	Financial and insurance services

Delivery locations

ID	Description
1022	Cardiff and Vale of Glamorgan

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

Document family

Notice details
AUG447045: Investment Management Services Publication date: 15 August 2023 Deadline date: 06 September 2023 00:00 Notice type: Contract Notice Authority name: Cancer Research Wales
SEP451924: Investment Management Services Publication date: 28 September 2023 Notice type: Contract Award Notice Authority name: Cancer Research Wales

About the buyer

Main contact:: N/a
Admin contact:: alison.yandall@cancerresearchwales.org.uk
Technical contact:: N/a
Other contact:: alison.yandall@cancerresearchwales.org.uk

Further information

Date	Details
21/08/2023 14:23	REPLACED FILE: CRW2023-01 - ITT - Investment Management ITT - Tender documentation
30/08/2023 15:01	Notice date(s) changed The Deadline date was changed from 04/09/2023 12:00 to 06/09/2023 12:00. Extended the deadline.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Postbox – for Buyers and Suppliers

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

pdf

CRW2023-01 - ITT - Investment Management.pdf

pdf231.88 KB

This file may not be accessible.

Replaced documents

docx

CRW2023-01 - ITT - Investment Management.docx

60.10 KB

Investment Management Services

Contents

Summary

Abstract

Full notice text

CONTRACT NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

1.2

Address from which documentation may be obtained

1.3

Completed documents must be returned to:

2 Contract Details

2.1

Title

2.2

Description of the goods or services required

2.3

Notice Coding and Classification

2.4

Total quantity or scope of tender

3 Conditions for Participation

3.1

Minimum standards and qualification required

4 Administrative Information

4.1

Type of Procedure

4.2

Reference number attributed to the notice by the contracting authority

4.3

Time Limits

4.5

Language or languages in which tenders or requests to participate can be drawn up

4.6

Tender Submission Postbox