--- title: "Investment Advisory Services to Cambridgeshire County Council" ocid: "ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442.json" source: "Contracts Finder" current_stage: "Award" buyer: "CAMBRIDGESHIRE COUNTY COUNCIL" published: "2018-11-07" --- # Investment Advisory Services to Cambridgeshire County Council Buyer: CAMBRIDGESHIRE COUNTY COUNCIL Current stage: Award OCID: ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442.json) ## Summary Cambridgeshire County Council is inviting tenders for "Investment Advisory Services" to support its commercial investment strategy. The procurement is currently in the award stage, with the contract set to begin on 1st December 2018 and run until 30th November 2019. Interested providers had until 26th October 2018 to submit their applications via the LGSS eTendering Portal. The procurement falls within the financial and insurance services industry, focusing on the development of a diverse investment portfolio. This tender presents significant growth opportunities for businesses specialising in financial consultancy services, particularly those with expertise in commercial investments and risk management. Small and medium-sized enterprises (SMEs) may find this opportunity particularly attractive as they can contribute to the Council's objective of acquiring investments that yield stable long-term returns while supporting the delivery of essential community services. ## Notice Cambridgeshire County Council (CCC) (The "Authority") wishes to invite Tenders for the supply of services in respect of supporting the implementation of CCC's commercial investment strategy as set out in the Specification. The successful Potential Provider will be responsible for providing this service and liaising closely with the Contract Manager identified by the Authority. At Cambridgeshire County Council a Commercial Investment Strategy (CIS) has been developed to set out the County Council's strategic approach to commercial acquisitions. The main purpose of this document is to enable agile decisions to be taken in developing a portfolio whilst also mitigating some of the potential risks associated with this level of investment The objective of the investment portfolio is to acquire investments that make a secure and increasing contribution to the Council's revenue streams in order to support the delivery of frontline services to our communities. This will be done through; * 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; ensuring the portfolio is diverse through avoiding sector and geographical concentration risks * Developing a portfolio that yields a stable income stream for the Council; * Making investments in assets that seek to protect the capital invested; * Establishing a diverse portfolio that spreads risk by avoiding sector and geographical concentration risks Further details can be found in tender documentation. Please visit the LGSS Procurement Portal to formally register your interest in this opportunity and to access the documentation - www.lgssprocurementportal.co.uk. Additional information: The Authority is utilising an electronic tendering tool to manage this procurement process and communicate with Potential Providers. There will be no hard copy documents issued to Potential Providers and all communications with The Authority including, submission of Potential Provider responses, will be conducted via The Authority's 'LGSS Procurement Portal (ProContract) The portal is powered by ProActis and located at www.lgssprocurementportal.co.uk Potential Providers who experience technical difficulties when using the LGSS Procurement Portal should contact the support desk Mon-Fri, 9:00 to 17:30 Tel: 0330 005 0352 Email: ProContractSuppliers@proactis.com The deadline for completed applications to be received on the LGSS eTendering Portal is 12:00/noon on Friday 26th October 2018. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c20de3fb-799f-4ce8-93ce-6ad9624f92bd | | Notice type | Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Not applicable | | Tender suitability | SME | | Awardee scale | Large | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 7 Nov 2018 | | Submission deadline | 26 Oct 2018 | | Future notice date | Not specified | | Award date | 2 Nov 2018 | | Contract period | 1 Dec 2018 - 2 Dec 2018 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £170,000 | | Lots value | Not specified | | Awards value | Not specified | | 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 | Not specified | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | CONTRACT NOT AWARDED | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66000000 - Financial and insurance services - 66171000 - Financial consultancy services ## Release History - 7 Nov 2018 at 17:22 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/c20de3fb-799f-4ce8-93ce-6ad9624f92bd - 28 Sep 2018 at 13:37 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/a7062f22-3d22-466b-a82c-71790a7266ba ## Documents - https://www.contractsfinder.service.gov.uk/Notice/c20de3fb-799f-4ce8-93ce-6ad9624f92bd 7th November 2018 - Awarded contract notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/a7062f22-3d22-466b-a82c-71790a7266ba 28th September 2018 - Opportunity notice on Contracts Finder ## Notice URLs - https://www.lgss.co.uk/about/ ## 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-c98f9713-603b-4216-bba7-501143f37442. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-c98f9713-603b-4216-bba7-501143f37442.json.