---
title: "CONTRACT FOR ASSET PURCHASE AND SALE INVESTMENT ADVICE AND ASSET PORTFOLIO MANAGEMENT SERVICE FOR NORTH WORCESTERSHIRE DISTRICT COUNCILS (REDDITCH, BROMSGROVE & WYRE FOREST)"
ocid: "ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "WYRE FOREST DISTRICT COUNCIL"
published: "2018-11-16"
---

# CONTRACT FOR ASSET PURCHASE AND SALE INVESTMENT ADVICE AND ASSET PORTFOLIO MANAGEMENT SERVICE FOR NORTH WORCESTERSHIRE DISTRICT COUNCILS (REDDITCH, BROMSGROVE & WYRE FOREST)

Buyer: WYRE FOREST DISTRICT COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219.json)

## Summary

The Wyre Forest District Council is seeking tenders for the "Contract for Asset Purchase and Sale Investment Advice and Asset Portfolio Management Service" aimed at enhancing revenue-generating investments across Redditch, Bromsgrove, and Wyre Forest. This procurement process is currently in the Tender stage, with an end date for submissions set for 12 noon on 17th December 2018. The contract will commence on 18th January 2019 and is valued at £300,000. The primary industry category is real estate agency services, specifically focusing on services offered on a fee or contract basis, and the procurement method employed is an open procedure. The service location is in the West Midlands region of the United Kingdom.

This procurement opportunity presents a significant avenue for business growth, particularly for small and medium-sized enterprises (SMEs) specialising in investment advice and asset management. Companies with expertise in aligning investment portfolios with economic strategies aimed at supporting sustainable revenue for public services would be well-positioned to compete. Firms that excel in navigating complex procurement processes and demonstrating a capacity to deliver sustainable long-term solutions will find this tender particularly appealing.

## Notice

Wyre Forest District Council wishes to appoint a Contractor to advise on the purchase of revenue generating investments that meet the Councils' adopted strategies (supporting economic growth and regeneration) and as part of the Councils' medium term financial strategies to build their respective portfolios of assets that will provide a sustainable long term revenue stream to support the continued delivery of each of the Councils' services to their residents. The appointment will be by way of competitive Tender via the Open Route on OJEU. The deadline for submission of completed Invitation to Tender is Monday 17th December 2018 at 12 noon to the Procontract Due North Portal https://procontract-duenorth.com Due North Reference: DN376749

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/183abb9a-0a87-4490-8c95-10f71561429a |
| 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 |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Nov 2018 |
| Submission deadline | 17 Dec 2018 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 18 Jan 2019 - 31 Jan 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £300,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WYRE FOREST DISTRICT COUNCIL |
| Locality | KIDDERMINSTER |
| Post town | Dudley |
| Postcode | DY11 7WF |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG12 Worcestershire CC |
| Local authority | Wyre Forest |
| Electoral ward | Mitton |
| Westminster constituency | Wyre Forest |
| Delivery location | TLG West Midlands (England) |

## CPV Codes

### Divisions

- 70 - Real estate services

### Codes

- 70300000 - Real estate agency services on a fee or contract basis

## Release History

- 16 Nov 2018 at 15:27 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/183abb9a-0a87-4490-8c95-10f71561429a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/183abb9a-0a87-4490-8c95-10f71561429a
  16th November 2018 - Opportunity notice on Contracts Finder

## Notice URLs

- https://procontract-duenorth.com

## 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-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-6c7178c1-a720-4c2e-a3e5-0ee7c83dc219.json.