Award

Investment Portfolio Management

BODMIN TOWN COUNCIL

This public procurement record has 1 release in its history.

Award

10 Jul 2019 at 10:24

Summary of the contracting process

The procurement process, initiated by Bodmin Town Council, pertains to an "Investment Portfolio Management" tender, classified under the CPV code for banking and investment services. This contract, valued at £7,250, forms part of a previously awarded contract and concluded on 18th February 2010. The contract period spans from 23rd February 2010 to 23rd February 2020. The delivery addresses include various locations, encompassing the British Overseas Territories, Channel Islands, Europe, the Isle of Man, and the United Kingdom.

This tender presents a valuable opportunity for businesses specialising in investment portfolio management services, particularly small and medium-sized enterprises (SMEs) engaged in banking and financial services. Companies with expertise in managing investment portfolios, particularly those able to navigate the diverse delivery locations outlined, may find this an advantageous prospect to pursue. Given the previously awarded nature of the contract, potential bidders should also evaluate ways to distinguish their offerings to enhance competitiveness.

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Notice Title

Investment Portfolio Management

Notice Description

Investment Portfolio Management Services

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/12ddcb92-f823-46c1-851b-0211853c64c2
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Not specified
Procurement Method
Not Specified
Procurement Method Details
Other - Previously Awarded Contaract
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66100000 - Banking and investment services

Notice Value(s)

Tender Value
£7,250 Under £100K
Lots Value
Not specified
Awards Value
£7,250 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
10 Jul 20196 years ago
Submission Deadline
18 Feb 2010Expired
Future Notice Date
Not specified
Award Date
18 Feb 201016 years ago
Contract Period
23 Feb 2010 - 23 Feb 2020 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
BODMIN TOWN COUNCIL
Contact Name
Abigail Barrett
Contact Email
accountsteam@bodmin.gov.uk
Contact Phone
0120876616

Buyer Location

Locality
BODMIN
Postcode
PL31 2DQ
Post Town
Plymouth
Country
England

Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK3 Cornwall and Isles of Scilly
Small Region (ITL 3)
TLK30 Cornwall and Isles of Scilly
Delivery Location
Not specified

Local Authority
Cornwall
Electoral Ward
Bodmin St Petroc's
Westminster Constituency
North Cornwall

Supplier Information

Number of Suppliers
1
Supplier Name

HSBC BANK

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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