Award

Independent Investment Adviser

.EAST RIDING OF YORKSHIRE COUNCIL

This public procurement record has 1 release in its history.

Award

12 Apr 2019 at 11:06

Summary of the contracting process

The East Riding of Yorkshire Council has completed the procurement process for the position of Independent Investment Adviser, with the tender identified as DR112191930. This procurement, classified under the Financial and insurance services category, involved a selective method of letting contracts and was awarded on 29th March 2019. The contract, valued at £30,000 over two years, runs from 1st April 2019 to 31st March 2021, and the winning bid was submitted by Rohan Worrell. The tender period concluded on 29th March 2019.

This tender presents an excellent opportunity for established businesses in the investment advisory sector, particularly for those that offer macroeconomic and investment reporting services. With a focus on independent advice to Pension Committees, firms that can provide comprehensive analysis and support are well-positioned to compete. As there were eligibility criteria set for this procurement process, participants should ensure they meet similar tendering standards to enhance their chances of success in future contract opportunities.

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

Independent Investment Adviser

Notice Description

To provide independent investment advice and support to the Pension Committee meetings. The adviser will prepare a regular quarterly report covering prevailing macroeconomic and investment issues. Fee: PS15,000 per annum excluding VAT Fixed Term: 2 years

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/ce95f352-aea6-483d-880c-47a6c31ee0fb
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure (above threshold)
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£30,000 Under £100K
Lots Value
Not specified
Awards Value
£30,000 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
12 Apr 20196 years ago
Submission Deadline
29 Mar 2019Expired
Future Notice Date
Not specified
Award Date
29 Mar 20196 years ago
Contract Period
31 Mar 2019 - 31 Mar 2021 2-3 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
.EAST RIDING OF YORKSHIRE COUNCIL
Contact Name
Kevin Dervey
Contact Email
kevin.dervey@eastriding.gov.uk
Contact Phone
01482 394135

Buyer Location

Locality
BEVERLEY
Postcode
HU17 9BA
Post Town
Hull
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE1 East Yorkshire and Northern Lincolnshire
Small Region (ITL 3)
TLE12 East Riding of Yorkshire
Delivery Location
Not specified

Local Authority
East Riding of Yorkshire
Electoral Ward
St Mary's
Westminster Constituency
Beverley and Holderness

Supplier Information

Number of Suppliers
1
Supplier Name

ROHAN WORRELL

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-c3c886be-c88a-42df-aefa-9cc5d38d46b3-2019-04-12T12:06:52+01:00",
    "date": "2019-04-12T12:06:52+01:00",
    "ocid": "ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "DR112191930",
        "title": "Independent Investment Adviser",
        "description": "To provide independent investment advice and support to the Pension Committee meetings. The adviser will prepare a regular quarterly report covering prevailing macroeconomic and investment issues. Fee: PS15,000 per annum excluding VAT Fixed Term: 2 years",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66000000",
            "description": "Financial and insurance services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "HU17 9BA"
                    }
                ]
            }
        ],
        "value": {
            "amount": 30000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure (above threshold)",
        "tenderPeriod": {
            "endDate": "2019-03-29T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2019-04-01T00:00:00+01:00",
            "endDate": "2021-03-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": false,
            "vcse": false
        },
        "mainProcurementCategory": "services"
    },
    "parties": [
        {
            "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/AB9Ap52c",
            "name": ".East Riding Of Yorkshire Council",
            "identifier": {
                "legalName": ".East Riding Of Yorkshire Council",
                "scheme": "GB-SRS",
                "id": "sid4gov.cabinetoffice.gov.uk/AB9Ap52c"
            },
            "address": {
                "streetAddress": "Cross Street",
                "locality": "BEVERLEY",
                "postalCode": "HU179BA",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Kevin Dervey",
                "email": "kevin.dervey@eastriding.gov.uk",
                "telephone": "01482 394135"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-112730",
            "name": "Rohan Worrell",
            "identifier": {
                "legalName": "Rohan Worrell"
            },
            "address": {
                "streetAddress": "Allenbridgeepic Investment Advisers Ltd 8 Old Jewry London EC2R 8DN"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/AB9Ap52c",
        "name": ".East Riding Of Yorkshire Council"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-c3c886be-c88a-42df-aefa-9cc5d38d46b3-1",
            "status": "active",
            "date": "2019-03-29T00:00:00Z",
            "datePublished": "2019-04-12T12:06:52+01:00",
            "value": {
                "amount": 30000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-112730",
                    "name": "Rohan Worrell"
                }
            ],
            "contractPeriod": {
                "startDate": "2019-04-01T00:00:00+01:00",
                "endDate": "2021-03-31T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/ce95f352-aea6-483d-880c-47a6c31ee0fb",
                    "datePublished": "2019-04-12T12:06:52+01:00",
                    "format": "text/html",
                    "language": "en"
                }
            ]
        }
    ]
}