---
title: "Request for Quotation for Investment Advisory Services for Cambridgeshire County Council"
ocid: "ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "CAMBRIDGESHIRE COUNTY COUNCIL"
published: "2020-12-03"
---

# Request for Quotation for Investment Advisory Services for Cambridgeshire County Council

Buyer: CAMBRIDGESHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f

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## Summary

Cambridgeshire County Council is seeking quotes for Investment Advisory Services to support its financial and social goals through the enhancement of its commercial activities. The procurement process is currently in the award stage, with a relevant contract period commencing from 1st December 2020 until 30th November 2021. The total capital expected to be allocated for this project is approximately £30 million, funded through a mix of Treasury Management Funds and potential Capital Receipts. The opportunity falls under the financial and insurance services category, with activities expected to take place in England.

This tender presents significant growth opportunities for businesses specialising in investment management, particularly those with experience in green energy and infrastructure sectors. Small and medium-sized enterprises (SMEs) as well as voluntary, community, and social enterprises (VCSEs) are encouraged to participate, given that the procurement is designed to accommodate diverse providers. With a focus on sustainable investment strategies, companies that can demonstrate adherence to Environmental, Social, and Corporate Governance (ESG) principles will likely be well-positioned to compete for this contract.

## Notice

Cambridgeshire County Council's (CCC) Commercial Vision is to: Develop a range of commercial activity which delivers financial and social return by becoming a Council which uses its assets, skills and position to generate significant levels of new income to support delivery of crucial front line services. To this end one of its key themes is Acquisition and Investments. The objective of the investment portfolio is to acquire investments that make a secure and increasing contribution to the Authority's revenue streams in order to support the delivery of frontline services to our communities. This is achieved by; *Acquiring investments that provide long term returns to support the delivery of the Council's desired outcomes; *Creating a portfolio that balances risk and rewards that are aligned to the Council's risk appetite and Environmental, Social and Corporate Governance (ESG) requirements; *Developing a portfolio that yields a stable income stream for the Council; *Making investments in funds/assets that seek to protect the capital invested; *Establishing a diverse portfolio that spreads risk and volatility by avoiding sector and geographical concentration risks; The Authority wishes to appoint one or more Fund Managers to invest in Green Energy and Green Infrastructure Portfolio Funds or similar. The capital expected to be available to the Fund Managers will be c PS30m. This capital is likely to be funded as follows: *c PS20 million from Treasury Management Funds, which will be subject to Treasury Management stipulations; *a further c PS10 million (although this could increase during 2021), potentially from Capital Receipts; Additional information: E-Tendering portal: (access documents here): https://www.lgss.co.uk/services/procurement/lgss-procurement-portal/ Title: Request for Quotation for Investment Advisory Services for Cambridgeshire County Council Reference no. DN508105 For technical / navigational support contact ProContract by telephone on 0330 005 0352 (9am - 5:30pm Monday to Friday) or by email to ProContractSuppliers@proactis.com

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/2fe9bfe1-8226-44a5-aea0-2a06f7ab8dad |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 3 Dec 2020 |
| Submission deadline | 23 Nov 2020 |
| Future notice date | Not specified |
| Award date | 27 Nov 2020 |
| Contract period | 1 Dec 2020 - 30 Nov 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £19,500 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | CAMBRIDGESHIRE COUNTY COUNCIL |
| Locality | CAMBRIDGE |
| Post town | Cambridge |
| Postcode | CB3 0AP |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH4 Cambridgeshire and Peterborough |
| ITL 3 | TLH42 Cambridgeshire CC |
| Local authority | Cambridge |
| Electoral ward | Castle |
| Westminster constituency | Cambridge |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ARLINGCLOSE |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 3 Dec 2020 at 09:50 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/2fe9bfe1-8226-44a5-aea0-2a06f7ab8dad
- 2 Nov 2020 at 15:02 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/92f3df57-8bec-455d-b9b5-01673326ad8d

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/2fe9bfe1-8226-44a5-aea0-2a06f7ab8dad
  3rd December 2020 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/92f3df57-8bec-455d-b9b5-01673326ad8d
  2nd November 2020 - Opportunity notice on Contracts Finder

## Notice URLs

- https://www.lgss.co.uk/services/procurement/lgss-procurement-portal/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-0478e58b-7346-4b8b-9aa6-8598e962940f.json.