Award

Treasury Advisor Services

BOURNEMOUTH BOROUGH COUNCIL

This public procurement record has 2 releases in its history.

Award

29 Mar 2019 at 12:18

Award Notice
Tender

08 Feb 2019 at 13:39

Tender Notice
Summary of the contracting process

Bournemouth, Christchurch and Poole Council (BCP) is seeking a supplier for Treasury Advisor Services, with the procurement process currently at the Award stage, following the conclusion of the Tender phase. This engagement involves a consultancy contract focused on providing treasury management advice for both short-term and long-term financial activities, commencing on 1 April 2019 and extending until 31 March 2022. The contract is valued at £51,000 and is classified under the CPV code for Treasury services. The initial tender period closed on 11 March 2019, and the award was published on 29 March 2019.

This tender creates significant growth opportunities for businesses specialising in financial consultancy and treasury management. Companies that can offer expertise in financial advising, investment strategies, and market analysis would be well-suited to compete for this contract, especially small and medium enterprises (SMEs) capable of delivering tailored, responsive services to a local government authority. Suppliers should be prepared to provide ongoing market updates and assessments in alignment with the Council's needs.

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.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Treasury Advisor Services

Notice Description

Bournemouth, Christchurch and Poole Council (BCP) is a new unitary authority comprising from the merge of Bournemouth Borough Council, Christchurch Borough Council and the Borough of Poole for local government activities within Dorset. This new authority requires a treasury management consultancy contract to provide advice to the new Authority from 1 April 2019. The Authority requires a single supplier to provide advice to provide the Council with guidance and advice on both short term and long term borrowing and investments. They will be required to provide regular reports and reviews as outlined below and notify the Council of any market changes that may affect the Council's investments or borrowings. Additional information: Suppliers interested in this contract opportunity can access the full procurement documentation by visiting Bournemouth Borough Council's electronic Tendering system www.supplyingthesouthwest.org.uk Suppliers should search for the contract opportunity through Supplying the South West. There are further details of the contract opportunity on the advert published on www.supplyingthesouthwest.org.uk and instructions on how suppliers can access the procurement documentation for completion. Responses to the contract opportunity must be submitted electronically through www.supplyingthesouthwest.org.uk before the deadline shown on the system. If you are unable to access the advert for the opportunity through www.supplyingthesouthwest.org.uk please contact the Council using the contact details provided.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/593f8387-406a-4d3a-9e8e-5aa7778d3738
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
£51,000 Under £100K
Lots Value
Not specified
Awards Value
£99,425 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
29 Mar 20196 years ago
Submission Deadline
11 Mar 2019Expired
Future Notice Date
Not specified
Award Date
18 Mar 20196 years ago
Contract Period
31 Mar 2019 - 31 Mar 2022 3-4 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
BOURNEMOUTH BOROUGH 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
BOURNEMOUTH
Postcode
BH2 6DY
Post Town
Bournemouth
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK6 North Somerset, Somerset and Dorset
Small Region (ITL 3)
TLK63 Bournemouth, Christchurch and Poole
Delivery Location
TLK South West (England)
Local Authority
Bournemouth, Christchurch and Poole
Electoral Ward
Bournemouth Central
Westminster Constituency
Bournemouth West

Supplier Information

Number of Suppliers
1
Supplier Name

LINK TREASURY SERVICES

Further Information

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-b5fd17-24b614b8-96de-4a35-b068-e66b79637282-2019-03-29T12:18:50Z",
    "date": "2019-03-29T12:18:50Z",
    "ocid": "ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "BOURN001-DN392118-87873080",
        "title": "Treasury Advisor Services",
        "description": "Bournemouth, Christchurch and Poole Council (BCP) is a new unitary authority comprising from the merge of Bournemouth Borough Council, Christchurch Borough Council and the Borough of Poole for local government activities within Dorset. This new authority requires a treasury management consultancy contract to provide advice to the new Authority from 1 April 2019. The Authority requires a single supplier to provide advice to provide the Council with guidance and advice on both short term and long term borrowing and investments. They will be required to provide regular reports and reviews as outlined below and notify the Council of any market changes that may affect the Council's investments or borrowings. Additional information: Suppliers interested in this contract opportunity can access the full procurement documentation by visiting Bournemouth Borough Council's electronic Tendering system www.supplyingthesouthwest.org.uk Suppliers should search for the contract opportunity through Supplying the South West. There are further details of the contract opportunity on the advert published on www.supplyingthesouthwest.org.uk and instructions on how suppliers can access the procurement documentation for completion. Responses to the contract opportunity must be submitted electronically through www.supplyingthesouthwest.org.uk before the deadline shown on the system. If you are unable to access the advert for the opportunity through www.supplyingthesouthwest.org.uk please contact the Council using the contact details provided.",
        "datePublished": "2019-02-08T13:39:30Z",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66600000",
            "description": "Treasury services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "South West",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "South West",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 51000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2019-03-11T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2019-04-01T00:00:00+01:00",
            "endDate": "2022-03-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/692fa412-0b31-4c95-a908-ff5bfb6cb22a",
                "datePublished": "2019-02-08T13:39:30Z",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "tenderNotice",
                "description": "Link to Advert for Suppliers to Access Tender Documents",
                "url": "https://procontract.due-north.com/Advert?advertId=2f9004cd-902b-e911-80f2-005056b64545&p=696a9836-1895-e511-8105-000c29c9ba21"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-CFS-77781",
            "name": "Bournemouth Borough Council",
            "identifier": {
                "legalName": "Bournemouth Borough Council"
            },
            "address": {
                "streetAddress": "Bournemouth Borough Council, The Town Hall, Bourne Avenue",
                "locality": "Bournemouth",
                "postalCode": "BH2 6DY",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Procurement",
                "email": "procurement@bournemouth.gov.uk",
                "telephone": "+44 1202451404"
            },
            "details": {
                "url": "https://www.bournemouth.gov.uk"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-111056",
            "name": "Link Treasury Services Limited",
            "identifier": {
                "legalName": "Link Treasury Services Limited"
            },
            "address": {
                "streetAddress": "65 Gresham Street, London, EC2 V7NQ"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-77781",
        "name": "Bournemouth Borough Council"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282-1",
            "status": "active",
            "date": "2019-03-18T00:00:00Z",
            "datePublished": "2019-03-29T12:18:50Z",
            "value": {
                "amount": 99425,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-111056",
                    "name": "Link Treasury Services Limited"
                }
            ],
            "contractPeriod": {
                "startDate": "2019-04-01T00:00:00+01:00",
                "endDate": "2022-03-31T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/593f8387-406a-4d3a-9e8e-5aa7778d3738",
                    "datePublished": "2019-03-29T12:18:50Z",
                    "format": "text/html",
                    "language": "en"
                }
            ]
        }
    ]
}