Award

Treasury Management Consultancy

WIGAN COUNCIL

This public procurement record has 1 release in its history.

Award

03 Jan 2018 at 11:37

Summary of the contracting process

Wigan Council has completed a procurement process for a Treasury Management Consultancy Service, with the tender titled "Treasury Management Consultancy". This contract, falling under the category of treasury services, is located in Wigan, North West England. The procurement method used was classified as "Other" and the contract is valued at £35,550. The initial contract period started on 1st January 2018 and will run until 31st December 2020. The procurement stage is now at the Award phase, having been officially awarded on 19th December 2017.

This tender represents a significant opportunity for businesses specialising in financial consultancy and treasury management to align with public sector requirements. Companies that provide services such as market analysis, debt management, and investment portfolio management would be particularly well-suited for future contracts of this nature. The public sector increasingly seeks to partner with small and medium-sized enterprises (SMEs) to foster innovation and improve service delivery, thus presenting an advantageous landscape for those looking to expand their business activities in this field.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Treasury Management Consultancy

Notice Description

Wigan Council is seeking a Treasury Management Consultancy Service provider. We expect these services to include the following as our minimum requirement Helpline during office hours; Full TM support on debt and investment portfolios; Technical accounting support; Balance sheet review; Year end fair value report; Attendance to regional seminars/workshops, minimum of 2 places per event; Information and research services including daily updates containing market news, interest rate analysis; Credit Ratings from the three credit rating agencies; Two strategy meetings per annum; Debt management reviews and debt rescheduling when required; One Elected Member evening training session per year.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-180fde19-8ba4-483b-a6c9-779a15e926e1
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/e6c7973b-246f-413e-a3ca-dc1db786d5fa
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Other -
Tender Suitability
SME
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
£35,550 Under £100K
Lots Value
Not specified
Awards Value
£35,550 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
3 Jan 20188 years ago
Submission Deadline
13 Dec 2017Expired
Future Notice Date
Not specified
Award Date
19 Dec 20178 years ago
Contract Period
1 Jan 2018 - 31 Dec 2020 3-4 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
WIGAN COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WIGAN
Postcode
WN1 1YN
Post Town
Wigan
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD3 Greater Manchester
Small Region (ITL 3)
TLD36 Greater Manchester North West
Delivery Location
TLD North West (England)

Local Authority
Wigan
Electoral Ward
Wigan Central
Westminster Constituency
Wigan

Supplier Information

Number of Suppliers
1
Supplier Name

LINK ASSET SERVICES

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-180fde19-8ba4-483b-a6c9-779a15e926e1-2018-01-03T11:37:52Z",
    "date": "2018-01-03T11:37:52Z",
    "ocid": "ocds-b5fd17-180fde19-8ba4-483b-a6c9-779a15e926e1",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "WIGN001-DN310459-88108959",
        "title": "Treasury Management Consultancy",
        "description": "Wigan Council is seeking a Treasury Management Consultancy Service provider. We expect these services to include the following as our minimum requirement Helpline during office hours; Full TM support on debt and investment portfolios; Technical accounting support; Balance sheet review; Year end fair value report; Attendance to regional seminars/workshops, minimum of 2 places per event; Information and research services including daily updates containing market news, interest rate analysis; Credit Ratings from the three credit rating agencies; Two strategy meetings per annum; Debt management reviews and debt rescheduling when required; One Elected Member evening training session per year.",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66600000",
            "description": "Treasury services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "North West",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 35550,
            "currency": "GBP"
        },
        "procurementMethodDetails": "Other -",
        "tenderPeriod": {
            "endDate": "2017-12-13T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2018-01-01T00:00:00Z",
            "endDate": "2020-12-31T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services"
    },
    "parties": [
        {
            "id": "GB-CFS-75453",
            "name": "Wigan Council",
            "identifier": {
                "legalName": "Wigan Council"
            },
            "address": {
                "streetAddress": "Wigan Council, Town Hall, Library Street",
                "locality": "Wigan",
                "postalCode": "WN1 1YN",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Julie Stickland",
                "email": "Julie.stickland@wigan.gov.uk",
                "telephone": "01942 827240"
            },
            "details": {
                "url": "http://www.wigan.gov.uk/"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-75454",
            "name": "Link Asset Services",
            "identifier": {
                "legalName": "Link Asset Services"
            },
            "address": {
                "streetAddress": "6th Floor, 65 Gresham Street, London, EC2V 7NQ"
            },
            "details": {
                "scale": "sme",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-75453",
        "name": "Wigan Council"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-180fde19-8ba4-483b-a6c9-779a15e926e1-1",
            "status": "active",
            "date": "2017-12-19T00:00:00Z",
            "datePublished": "2018-01-03T11:37:52Z",
            "value": {
                "amount": 35550,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-75454",
                    "name": "Link Asset Services"
                }
            ],
            "contractPeriod": {
                "startDate": "2018-01-01T00:00:00Z",
                "endDate": "2020-12-31T23:59:59Z"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/e6c7973b-246f-413e-a3ca-dc1db786d5fa",
                    "datePublished": "2018-01-03T11:37:52Z",
                    "format": "text/html",
                    "language": "en"
                }
            ]
        }
    ]
}