Award

Investment Agent Framework

THE CROWN ESTATE

This public procurement record has 1 release in its history.

Award

11 Feb 2025 at 11:04

Summary of the contracting process

The Crown Estate has successfully completed the procurement of an Investment Agent Framework, aimed at developing investment management and tax preparation software services (CPV Code: 72212410). The contract, valued at £100,000, is specifically geared towards small and medium-sized enterprises (SMEs). The procurement process followed the direct method via a single tender action (below the threshold). The awarded contract will commence on 24th October 2024, ending on 23rd October 2025. This procurement opportunity falls within the services category and is located in the United Kingdom, with specific operations addressed in London.

This tender provides a substantial growth opportunity for businesses specialising in investment management software and tax preparation services, particularly SMEs. The contract awarded to Colliers International Property Consultants Limited highlights the potential for similar companies to secure future contracts by offering specialised software development services. Businesses that leverage their expertise in this industry will find ample opportunity to demonstrate value to significant government entities like The Crown Estate, thus fostering potential long-term partnerships and growth within the public procurement sector.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Investment Agent Framework

Notice Description

Investment Agent Framework

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-5eabbf4e-9237-4ba8-8044-b234b7e4e466
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/d2f044c8-7913-49f2-a5ec-cc0004e6f323
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Direct
Procurement Method Details
Single tender action (below threshold)
Tender Suitability
SME
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support


CPV Codes

72212410 - Investment management and tax preparation software development services

Notice Value(s)

Tender Value
£100,000 £100K-£500K
Lots Value
Not specified
Awards Value
£100,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
11 Feb 20251 years ago
Submission Deadline
23 Oct 2024Expired
Future Notice Date
Not specified
Award Date
22 Oct 20241 years ago
Contract Period
23 Oct 2024 - 23 Oct 2025 6-12 months
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
THE CROWN ESTATE
Contact Name
Procurement
Contact Email
tenders@thecrownestate.co.uk
Contact Phone
+44 20 7851 5000

Buyer Location

Locality
LONDON
Postcode
SW1Y 4AH
Post Town
South West London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified

Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
1
Supplier Name

COLLIERS INTERNATIONAL PROPERTY CONSULTANTS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-5eabbf4e-9237-4ba8-8044-b234b7e4e466-2025-02-11T11:04:21Z",
    "date": "2025-02-11T11:04:21Z",
    "ocid": "ocds-b5fd17-5eabbf4e-9237-4ba8-8044-b234b7e4e466",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "20243076",
        "title": "Investment Agent Framework",
        "description": "Investment Agent Framework",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "72212410",
            "description": "Investment management and tax preparation software development services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 100000,
            "currency": "GBP"
        },
        "procurementMethod": "direct",
        "procurementMethodDetails": "Single tender action (below threshold)",
        "tenderPeriod": {
            "endDate": "2024-10-23T12:00:00+01:00"
        },
        "contractPeriod": {
            "startDate": "2024-10-24T00:00:00+01:00",
            "endDate": "2025-10-23T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services"
    },
    "parties": [
        {
            "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/2cy74UBh",
            "name": "The Crown Estate",
            "identifier": {
                "legalName": "The Crown Estate",
                "scheme": "GB-SRS",
                "id": "sid4gov.cabinetoffice.gov.uk/2cy74UBh"
            },
            "address": {
                "streetAddress": "1 St James's Market",
                "locality": "LONDON",
                "postalCode": "SW1Y4AH",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Procurement",
                "email": "tenders@thecrownestate.co.uk",
                "telephone": "+44 20 7851 5000"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-COH-07996509",
            "name": "COLLIERS INTERNATIONAL PROPERTY CONSULTANTS LIMITED",
            "identifier": {
                "legalName": "COLLIERS INTERNATIONAL PROPERTY CONSULTANTS LIMITED",
                "scheme": "GB-COH",
                "id": "07996509"
            },
            "address": {
                "streetAddress": "95 Wigmore Street, London, England, W1U 1FF"
            },
            "details": {
                "scale": "sme",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/2cy74UBh",
        "name": "The Crown Estate"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-5eabbf4e-9237-4ba8-8044-b234b7e4e466-1",
            "status": "active",
            "date": "2024-10-23T00:00:00+01:00",
            "datePublished": "2025-02-11T11:04:21Z",
            "value": {
                "amount": 100000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-COH-07996509",
                    "name": "COLLIERS INTERNATIONAL PROPERTY CONSULTANTS LIMITED"
                }
            ],
            "contractPeriod": {
                "startDate": "2024-10-24T00:00:00+01:00",
                "endDate": "2025-10-23T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/d2f044c8-7913-49f2-a5ec-cc0004e6f323",
                    "datePublished": "2025-02-11T11:04:21Z",
                    "format": "text/html",
                    "language": "en"
                }
            ]
        }
    ]
}