Award

For the Provision of Treasury Advisory Services

OLDHAM COUNCIL

This public procurement record has 2 releases in its history.

Award

21 Mar 2019 at 10:19

Tender

08 Jan 2019 at 16:11

Summary of the contracting process

The procurement process is for the provision of Treasury Advisory Services by Oldham Council, located in the North West of the United Kingdom. This tender is at the Award stage, having been awarded on 21st March 2019, with a contract value of £500,000 and a contract period running from 1st April 2019 to 30th April 2023. The procurement method used is an open procedure, allowing participation from other Greater Manchester authorities. The tender was originally published on 8th January 2019, with the submission deadline on 7th February 2019.

This tender presents significant opportunities for businesses, particularly those specialising in treasury management and financial advisory services. Small and medium-sized enterprises (SMEs) are encouraged to compete, given the suitability of the contract for this business classification. Companies that offer expertise in economic forecasting, investment advice, and compliance with regulatory frameworks would be well-suited to engage in this contract and expand their service offerings within the public sector.

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Notice Title

For the Provision of Treasury Advisory Services

Notice Description

To work with treasury management staff to add value to its treasury management activities and ensure compliance with the CIPFA revised 2017 Prudential and Treasury Management Codes. This contract is led by Oldham Council but is open to other GM authorities. Core services required(but not limited to) are: 1. Economic Forecasting 2. Annual Treasury Strategy 3. Investment Advice 4. Capital Strategy 5. Borrowing 6. Debt Restructuring 7. Counter-parties and Treasury Procedures 8. Legislative and Regulatory Framework 9. Performance Information 10. Operational Training 11. Seminars 12. Additional advice

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-4ebe75e4-08ea-4e1d-94c7-fbeb6071a71d
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/8685b71c-98f4-47f9-b78a-35a3d644e764
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
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
£500,000 £500K-£1M
Lots Value
Not specified
Awards Value
£500,000 £500K-£1M
Contracts Value
Not specified

Notice Dates

Publication Date
21 Mar 20196 years ago
Submission Deadline
7 Feb 2019Expired
Future Notice Date
Not specified
Award Date
21 Mar 20196 years ago
Contract Period
31 Mar 2019 - 30 Apr 2023 4-5 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
OLDHAM 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
OLDHAM
Postcode
OL1 1UT
Post Town
Oldham
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD3 Greater Manchester
Small Region (ITL 3)
TLD37 Greater Manchester North East
Delivery Location
TLD North West (England)

Local Authority
Oldham
Electoral Ward
Coldhurst
Westminster Constituency
Oldham West, Chadderton and Royton

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

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