Tender

Treasury Management Advisory Service

HEREFORDSHIRE COUNCIL

This public procurement record has 1 release in its history.

Tender

06 Aug 2020 at 07:26

Summary of the contracting process

Herefordshire Council is seeking to procure a Treasury Management Advisory Service through an open tender process. The tender, which has an estimated value of £60,000, is actively seeking experienced suppliers with expertise in managing investment risk and borrowing strategies. The tender period will conclude on 2 September 2020, and the contract is set to commence on 30 November 2020, lasting until 29 November 2023. The services are required in the West Midlands region of England, within the treasury services industry category.

This procurement opportunity allows businesses, particularly SMEs and voluntary, community, and social enterprises (VCSEs), to enhance their growth potential by providing niche advisory services in treasury management. Companies with experience in financial advisory, risk management, or investment strategies may find this tender aligns with their capabilities, enabling them to expand their service offerings and engage with a local government authority committed to effective financial solutions.

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Notice Title

Treasury Management Advisory Service

Notice Description

Herefordshire Council are seeking an experienced supplier to provide a Treasury Management Advisory service. The advisors will be required to provide treasury management advice including but not limited to the management of investment risk and borrowing strategies.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/ecb55f86-6815-4c08-a612-dfc9ecc3a525
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
£60,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
6 Aug 20205 years ago
Submission Deadline
2 Sep 2020Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Nov 2020 - 29 Nov 2023 2-3 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
HEREFORDSHIRE COUNCIL
Contact Name
Claire Bennett
Contact Email
claire.bennett@herefordshire.gov.uk
Contact Phone
+44 1432261994

Buyer Location

Locality
HEREFORD
Postcode
HR4 0LE
Post Town
Hereford
Country
England

Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG1 Herefordshire, Worcestershire and Warwickshire
Small Region (ITL 3)
TLG11 Herefordshire, County of
Delivery Location
TLG West Midlands (England)

Local Authority
Herefordshire, County of
Electoral Ward
Widemarsh
Westminster Constituency
Hereford and South Herefordshire

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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