Tender

Financial Advisor Services

UNIVERSITY OF BATH

This public procurement record has 1 release in its history.

Tender

22 Apr 2021 at 16:15

Tender Notice
Summary of the contracting process

The University of Bath is currently seeking an investment adviser through an open tender for Financial Advisor Services, aiming to manage its investment funds effectively. This procurement process is at the tender stage, with submissions due by 25th May 2021. The total value of the contract is £50,000, covering financial consultancy services, while the contract is expected to start on 21st June 2021 and run until 30th April 2030. The location for service delivery is the South West region of the United Kingdom.

This tender presents an excellent opportunity for businesses specialising in financial consultancy services, particularly small and medium-sized enterprises (SMEs) that can demonstrate effective management practices and a strong return on investment approach. Competing firms should ideally have experience in investment advising and a proven track record in delivering similar services to educational institutions or similar organisations, which can contribute to the University of Bath's goals for enhanced investment fund management.

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Notice Information

Notice Title

Financial Advisor Services

Notice Description

The University of Bath is seeking an investment adviser. The University wishes to ensure that its investment funds are managed effectively and efficiently in accordance with good industry practice, to deliver excellent return on investments.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-844dc7c5-68f6-466b-af1a-faa98320c236
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/3a9aaaa2-e74e-4958-aa00-93e848051615
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
£50,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 Apr 20214 years ago
Submission Deadline
25 May 2021Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
20 Jun 2021 - 30 Apr 2030 Over 5 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF BATH
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
BATH
Postcode
BA2 7AY
Post Town
Bath
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK5 West of England
Small Region (ITL 3)
TLK52 Bath & North East Somerset and South Gloucestershire
Delivery Location
TLK South West (England)
Local Authority
Bath and North East Somerset
Electoral Ward
Bathwick
Westminster Constituency
Bath

Further Information

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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