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Charitable funds administration services.

Contract award notice

Results of the procurement procedure

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Oxford Health NHS Foundation Trust
Corporate Services, Littlemore Mental health Centre
Oxford
OX4 4XN
United Kingdom
Telephone: +44 1865902355
E-mail:
NUTS code: UK

Internet address(es):

Main address: www.oxfordhealth.nhs.uk

I.2)Joint procurement
I.4)Type of the contracting authority
Body governed by public law
I.5)Main activity
Health

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Charitable Funds Administration.

II.1.2)Main CPV code
66000000
II.1.3)Type of contract
Services
II.1.4)Short description:

Charitable funds administration services.

II.1.6)Information about lots
This contract is divided into lots: yes
II.1.7)Total value of the procurement (excluding VAT)
Value excluding VAT: 192 548.00 GBP
II.2)Description
II.2.1)Title:

Finance Services

Lot No: 1
II.2.2)Additional CPV code(s)
66000000
II.2.3)Place of performance
NUTS code: UK
II.2.4)Description of the procurement:

Finance services.

II.2.5)Award criteria
Quality criterion - Name: Methodology / Weighting: 60 %
Quality criterion - Name: Sub-contracting / Weighting: 10 %
Quality criterion - Name: Cost / Weighting: 30 %
Cost criterion - Name: Pricing / Weighting: 23
Cost criterion - Name: Cost change in the event of significant volume variation / Weighting: 2
Cost criterion - Name: Efficiency savings proposal / Weighting: 2
Cost criterion - Name: Cost reduction proposal / Weighting: 2
II.2.11)Information about options
Options: no
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description
II.2.1)Title:

Management and Advisory Service

Lot No: 2
II.2.2)Additional CPV code(s)
66000000
II.2.3)Place of performance
NUTS code: UK
II.2.4)Description of the procurement:

Charitable funds administration services.

II.2.5)Award criteria
Quality criterion - Name: Methodology / Weighting: 60 %
Quality criterion - Name: Sub-contracting / Weighting: 10 %
Quality criterion - Name: Cost / Weighting: 30 %
Cost criterion - Name: Pricing / Weighting: 23
Cost criterion - Name: Cost change in the event of significant volume variation / Weighting: 2
Cost criterion - Name: Efficiency savings proposal / Weighting: 2
Cost criterion - Name: Cost reduction proposal / Weighting: 2
II.2.11)Information about options
Options: no
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.6)Information about electronic auction
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
IV.2.8)Information about termination of dynamic purchasing system
IV.2.9)Information about termination of call for competition in the form of a prior information notice

Section V: Award of contract

Contract No: Charitable Funds Administration
Lot No: 1
Title:

Financial Services

A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:
02/03/2017
V.2.2)Information about tenders
Number of tenders received: 6
The contract has been awarded to a group of economic operators: no
V.2.3)Name and address of the contractor
Kingston Smith Advisers Ltd
St Albans
United Kingdom
NUTS code: UK
The contractor is an SME: yes
V.2.4)Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot: 83 264.00 GBP
V.2.5)Information about subcontracting

Section V: Award of contract

Contract No: Charitable Funds Administration
Lot No: 2
Title:

Management and Advisory Services

A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:
02/03/2017
V.2.2)Information about tenders
Number of tenders received: 6
The contract has been awarded to a group of economic operators: no
V.2.3)Name and address of the contractor
Kingston Smith Advisers Ltd
St Albans
United Kingdom
NUTS code: UK
The contractor is an SME: yes
V.2.4)Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot: 109 284.00 GBP
V.2.5)Information about subcontracting

Section VI: Complementary information

VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Oxford Health NHS Foundation Trust
Oxford
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice:
13/03/2017