---
title: "Award of PKC12233 Investment Management for the Charitable Fund and Educational Trust"
ocid: "ocds-r6ebe6-0000748106"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000748106"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000748106.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000748106.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "PERTH & KINROSS COUNCIL"
published: "2023-11-13"
---

# Award of PKC12233 Investment Management for the Charitable Fund and Educational Trust

Buyer: PERTH & KINROSS COUNCIL  
Current stage: Award  
OCID: ocds-r6ebe6-0000748106

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## Summary

The Perth and Kinross Council has awarded a contract for investment management services for charitable trusts. The contract, titled "Award of PKC12233 Investment Management for the Charitable Fund and Educational Trust," was awarded through a direct procurement method to Brooks Macdonald Plc. The contract, valued at £54,000 GBP, is active and includes an extension option of 12 months. The tender period started on November 1, 2023, and will end on October 31, 2026.

This opportunity provides a chance for financial service providers specialising in banking and investment services to engage with the Perth and Kinross Council. Businesses adept at providing investment management services for charitable funds and educational trusts are well-suited to compete for this contract. Interested parties should consider the council's procurement details, key dates, and the single supplier procurement approach when preparing their bids for this opportunity.

## Notice

The purpose of the contract is to provide an investment management service on behalf of the charitable trusts administered by the Council.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV492458 |
| Notice type | PCS Notice - Quick Quote Award |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | The contract is awarded to a single supplier without competition. |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 13 Nov 2023 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 13 Nov 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £54,000 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | PERTH & KINROSS COUNCIL |
| Additional buyers | EAST AYRSHIRE COUNCIL; EAST LOTHIAN COUNCIL; EDUCATION SCOTLAND; FIFE COUNCIL; FORESTRY AND LAND SCOTLAND; NHS FIFE; NHS GREATER GLASGOW AND CLYDE; NHS TAYSIDE; PARTICK HOUSING ASSOCIATION LIMITED; PERTH AND KINROSS COUNCIL; REGISTERS OF SCOTLAND; SCOTTISH ENTERPRISE; SCOTTISH GOVERNMENT; SCOTTISH GOVERNMENT- SASA; SCOTTISH POLICE AUTHORITY; SOCIAL SECURITY SCOTLAND; STIRLING COUNCIL; THE CITY OF EDINBURGH COUNCIL; THE HIGHLAND COUNCIL; UNIVERSITY OF DUNDEE; UNIVERSITY OF STRATHCLYDE |
| Locality | PERTH |
| Post town | Perth |
| Postcode | PH2 8DF |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM3 West Central Scotland |
| ITL 3 | TLM32 Glasgow City |
| Local authority | Glasgow City |
| Electoral ward | Anderston/City/Yorkhill |
| Westminster constituency | Glasgow North |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 43 |
| Supplier names | A M PHILLIP TRUCKTECH; ALLIED VEHICLES GROUP; ARNOLD CLARK VEHICLE MANAGEMENT; ASA RECRUITMENT (QUICK QUOTES; AYRSHIRE TRANSPORT; BMES (SCOTLAND; BROOKS MACDONALD; BSL INTERIORS; C R SMITH GLAZIERS (DUNFERMLINE; CANON (UK; CARE RECRUITMENT INTERNATIONAL; CLEARVIEW INTELLIGENCE; COHESION MEDICAL; COMRIE CROFT BIKES; CRAIGFORTH CONSULTANCY AND RESEARCH; DIGITAL BRICKS LEARNING; DOIG AND SMITH; DOUGLAS PARK; FISHER SCIENTIFIC; G & P ENGLAND HOLDINGS; GRAHAM AND SIBBALD; HARVEY NASH; JETT TRADE; LEICA MICROSYSTEMS (UK; LOCKIT SAFE; LORIEN RESOURCING; MAPLETON CONSULTING; MATTHEWS ENVIORNMENTAL SOLUTIONS; MCN (SCOTLAND; NATURAL RESOURCES INSTITUTE, UNIVERSITY OF GREENWICH; NEOCARE; PERTH EXPO; PLAYSCAPES SCOTLAND; ROB ROBINSON HERITAGE CONSULTING; SIGNS EXPRESS FALKIRK; SMART TRAVEL; SOFTCAT; STREAMTEC; VENESKY BROWN; VENESKY-BROWN RECRUITMENT; VIVUP; YMCA TAYSIDE; ZEN INTERNET |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 13 Nov 2023 at 10:14 - Award - PCS Notice - Quick Quote Award - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV492458

## Notice URLs

- http://forestryandland.gov.scot
- http://https://www.socialsecurity.gov.scot/
- http://www.dundee.ac.uk
- http://www.east-ayrshire.gov.uk
- http://www.eastlothian.gov.uk
- http://www.edinburgh.gov.uk
- http://www.educationscotland.gov.uk/
- http://www.fife.gov.uk
- http://www.highland.gov.uk/
- http://www.nhsfife.org
- http://www.nhsggc.scot/about-us/procurement/
- http://www.nhstayside.scot.nhs.uk
- http://www.partickha.org.uk
- http://www.pkc.gov.uk
- http://www.ros.gov.uk
- http://www.scotland.gov.uk
- http://www.scottish-enterprise.com/
- http://www.spa.police.uk
- http://www.stirling.gov.uk
- http://www.strath.ac.uk/

## 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-r6ebe6-0000748106. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000748106.json.