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Tender for Investment Management for the Charitable Fund and Educational Trust

Perth & Kinross Council

This public procurement record has 2 releases in its history.

Award

30 Oct 2018 at 00:00

PCS Notice - Website Contract Award Notice
Tender

26 Jun 2018 at 01:00

PCS Notice - Website Contract Notice
Summary of the contracting process

Perth & Kinross Council is currently at the award stage for the "Tender for Investment Management for the Charitable Fund and Educational Trust", which was initiated on 30th October 2018. This procurement falls under the services category and specifically addresses the financial management of local charitable funds and a trust. The award process concluded with Cornelian Asset Managers being selected as the supplier, with a contract value of £54,000. The procurement was conducted via an open method, allowing wider participation.

This tender offers significant opportunities for businesses specialising in financial management, investment services, and related advisory roles to expand their operations. Companies that are well-positioned to compete should have relevant experience and qualifications in managing charitable funds and trusts. Additionally, a solid track record in compliance with regulatory requirements and strong financial performance metrics will be essential for potential bidders to demonstrate to Perth & Kinross Council during future contract opportunities.

How relevant is this notice?

Notice Information

Notice Title

Tender for Investment Management for the Charitable Fund and Educational Trust

Notice Description

Perth and Kinross Council are seeking to appoint a suitably qualified and experienced service provider to be responsible for the financial management of a Charitable Fund and a Trust within its local area.

Lot Information

Lot 1

Perth and Kinross Council are seeking to appoint a suitably qualified and experienced service provider to be responsible for the financial management of a Charitable Fund and a Trust within its local area.

Renewal: The Purchaser has the option to extend the Contract for a period of 2 years after the expiry date. If the option to extend is exercised, the Purchaser is entitled to terminate the Contract at any time during the extended period upon giving the Tenderer 3 months' notice. The Contract terms shall remain the same for the extended period as for the initial term.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000547090
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT335523
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
PCS Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66151000 - Financial market operational services

Notice Value(s)

Tender Value
£80,000 Under £100K
Lots Value
£80,000 Under £100K
Awards Value
Not specified
Contracts Value
£54,000 Under £100K

Notice Dates

Publication Date
30 Oct 20187 years ago
Submission Deadline
11 Jul 2018Expired
Future Notice Date
Not specified
Award Date
23 Oct 20187 years ago
Contract Period
Not specified - Not specified
Recurrence
It is intended that this contract will be re - advertised between 3 and 5 years time.

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Perth & Kinross 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
PERTH
Postcode
PH1 5PH
Postcode Area
Perth
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM0 Eastern Scotland
Small Region (ITL 3)
TLM02 Perth and Kinross, and Stirling
Delivery Location
TLM77 Perth and Kinross, and Stirling
Local Authority
Perth and Kinross
Electoral Ward
Perth City Centre
Westminster Constituency
Perth and Kinross-shire

Supplier Information

Number of Suppliers
1
Supplier Name

Cornelian Asset Managers

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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