---
title: "Investment Portfolio - Strategic Plan Tender"
ocid: "ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "LONDON BOROUGH OF BROMLEY"
published: "2021-07-05"
---

# Investment Portfolio - Strategic Plan Tender

Buyer: LONDON BOROUGH OF BROMLEY  
Current stage: Award  
OCID: ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294.json)

## Summary

The London Borough of Bromley has completed a tender process for the "Investment Portfolio - Strategic Plan Tender," aimed at securing strategic consultancy services for the management of its investment portfolio. The procurement, which falls under the category of research and development services, had a contract value of £118,500. The procurement method utilised was selective, conducted through a call-off from a framework agreement. The contract period is set from 27 April 2021 to 25 April 2025, and the tender was officially listed as completed on 12 April 2021.

This tender presents a valuable opportunity for businesses specialising in strategic consultancy and financial management, particularly small and medium-sized enterprises (SMEs). Companies that offer expertise in maximising income and reducing costs within investment portfolios are well-suited to compete in this space. Engaging with the London Borough of Bromley can open new avenues for growth, particularly for firms looking to expand their public sector clientele.

## Notice

The strategic consultancy services for the Council's Investment Portfolio. To maximise income from the investment portfolio, reduce costs, and secure future income.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/dbda145a-fb73-4059-9cb4-90de0c5b661a |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 Jul 2021 |
| Submission deadline | 13 Jan 2021 |
| Future notice date | Not specified |
| Award date | 11 Apr 2021 |
| Contract period | 26 Apr 2021 - 25 Apr 2025 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £118,500 |
| Lots value | Not specified |
| Awards value | £118,500 |
| 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 | LONDON BOROUGH OF BROMLEY |
| Locality | BROMLEY |
| Post town | Not specified |
| Postcode | VR1 3UH |
| Country | Not specified |
| ITL 1 | Not specified |
| ITL 2 | Not specified |
| ITL 3 | Not specified |
| Local authority | Not specified |
| Electoral ward | Not specified |
| Westminster constituency | Not specified |
| Delivery location | TLJ South East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MONTAGU EVANS |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services

### Codes

- 73000000 - Research and development services and related consultancy services

## Release History

- 5 Jul 2021 at 09:47 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/dbda145a-fb73-4059-9cb4-90de0c5b661a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/dbda145a-fb73-4059-9cb4-90de0c5b661a
  5th July 2021 - Awarded contract notice on Contracts Finder

## 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-ac1d6ba9-06fb-4998-9199-7e3be2f2f294. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-ac1d6ba9-06fb-4998-9199-7e3be2f2f294.json.