Tender

WCC - WRIF Independent Investment Adviser

WARWICKSHIRE COUNTY COUNCIL

This public procurement record has 1 release in its history.

Tender

25 Sep 2023 at 10:52

Tender Notice
Summary of the contracting process

The Warwickshire County Council has published a tender titled "WCC - WRIF Independent Investment Adviser" in the services category. The tender is for a contract to provide an Independent Investment Adviser for WRIF and WPDG, with a value of £165,000. The procurement method is an open procedure, with a tender deadline of 23rd October 2023. The contract period is from 1st December 2023 to 30th November 2027, with the possibility of extension for up to 24 months.

This opportunity is suitable for small and medium-sized enterprises (SMEs) looking to offer corporate finance and venture capital services. Businesses in the financial consultancy and treasury services sectors may also find this tender of interest. The location for delivery is in the West Midlands, United Kingdom. Interested parties must register on the Council's e-tendering system to participate in this procurement process.

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.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

WCC - WRIF Independent Investment Adviser

Notice Description

The Council are seeking to procure a services contract (the "Contract") to provide a Independent Investment Adviser for WRIF and WPDG (The Councils Non-Treasury Investments). This Contract is up to 2 Years initially, with the option to extend for further period(s) up to, but not exceeding a further, 24-months. Maximum contract duration 4 years being the maximum term. The decision as to whether to extend the Contract will be at the discretion of the Council. Warwickshire County Council will be using its e-tendering system (In-Tend) for the administration of this procurement process and providers must register with the system to be able to express an interest. The web address is: https://intendhost.co.uk/csw-jets/aspx/Home (https://in-tendhost.co.uk/csw-jets/aspx/Home) Registration and use of In-Tend is free. Once registered, all correspondence for this procurement process must be via the in-tend correspondence function. However, if you are unable to register with the website please email us at procurement@warwickshire.gov.uk

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-b76d1d1f-297e-4708-9ec0-7abf94fbe5c3
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/a46c046b-5f1b-4406-bbf9-cf9f214163e6
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 (below threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66122000 - Corporate finance and venture capital services

66171000 - Financial consultancy services

66600000 - Treasury services

Notice Value(s)

Tender Value
£165,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
25 Sep 20232 years ago
Submission Deadline
23 Oct 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Dec 2023 - 30 Nov 2027 4-5 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
WARWICKSHIRE COUNTY COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WARWICK
Postcode
CV34 4RL
Post Town
Coventry
Country
England
Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG1 Herefordshire, Worcestershire and Warwickshire
Small Region (ITL 3)
TLG13 Warwickshire CC
Delivery Location
TLG West Midlands (England)
Local Authority
Warwick
Electoral Ward
Warwick Saltisford
Westminster Constituency
Warwick and Leamington

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-b76d1d1f-297e-4708-9ec0-7abf94fbe5c3-2023-09-25T11:52:59+01:00",
    "date": "2023-09-25T11:52:59+01:00",
    "ocid": "ocds-b5fd17-b76d1d1f-297e-4708-9ec0-7abf94fbe5c3",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "WCC - 17362",
        "title": "WCC - WRIF Independent Investment Adviser",
        "description": "The Council are seeking to procure a services contract (the \"Contract\") to provide a Independent Investment Adviser for WRIF and WPDG (The Councils Non-Treasury Investments). This Contract is up to 2 Years initially, with the option to extend for further period(s) up to, but not exceeding a further, 24-months. Maximum contract duration 4 years being the maximum term. The decision as to whether to extend the Contract will be at the discretion of the Council. Warwickshire County Council will be using its e-tendering system (In-Tend) for the administration of this procurement process and providers must register with the system to be able to express an interest. The web address is: https://intendhost.co.uk/csw-jets/aspx/Home (https://in-tendhost.co.uk/csw-jets/aspx/Home) Registration and use of In-Tend is free. Once registered, all correspondence for this procurement process must be via the in-tend correspondence function. However, if you are unable to register with the website please email us at procurement@warwickshire.gov.uk",
        "datePublished": "2023-09-25T11:52:59+01:00",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66122000",
            "description": "Corporate finance and venture capital services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "66171000",
                "description": "Financial consultancy services"
            },
            {
                "scheme": "CPV",
                "id": "66600000",
                "description": "Treasury services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "West Midlands",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 165000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (below threshold)",
        "tenderPeriod": {
            "endDate": "2023-10-23T12:00:00+01:00"
        },
        "contractPeriod": {
            "startDate": "2023-12-01T00:00:00Z",
            "endDate": "2027-11-30T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/a46c046b-5f1b-4406-bbf9-cf9f214163e6",
                "datePublished": "2023-09-25T11:52:59+01:00",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-LAE-WAR",
            "name": "Warwickshire County Council",
            "identifier": {
                "legalName": "Warwickshire County Council",
                "scheme": "GB-LAE",
                "id": "WAR"
            },
            "address": {
                "streetAddress": "Shire Hall,Market Square",
                "locality": "WARWICK",
                "postalCode": "CV344RL",
                "countryName": "England"
            },
            "contactPoint": {
                "email": "procurement@warwickshire.gov.uk"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-LAE-WAR",
        "name": "Warwickshire County Council"
    }
}