Tender

Treasury Management External Advisory Services

WIRRAL BOROUGH COUNCIL

This public procurement record has 1 release in its history.

Tender

29 Jan 2021 at 15:40

Summary of the contracting process

The Wirral Borough Council is currently inviting tenders for the "Treasury Management External Advisory Services" contract, valued at £100,000. This contract falls within the financial and insurance services industry and is located in Birkenhead, England. The procurement stage is currently active, following an open procedure initiated on 29th January 2021, with the tender period closing on 26th February 2021. The contract is set to commence on 1st April 2021 and will run until 31st March 2024.

This tender presents significant growth opportunities for firms specialising in financial advisory services, particularly those with expertise in treasury management, investments, and risk assessment. Given the value and scope of the contract, businesses experienced in providing such consultancy services, especially larger financial services firms, would be well-positioned to compete. Interested parties are encouraged to engage with the Wirral Borough Council’s procurement team for any queries related to this opportunity.

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 External Advisory Services

Notice Description

This contract is for the provision of Treasury Management External Advisory Services to the Financial Services Department of Wirral Borough Council on Treasury related matters including, but not limited to, Investments, Borrowing, Treasury Risk Management, Counterparty Credit Analysis.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-93b2a90a-cb14-41d4-af06-4dae8310a93e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/62d9f989-ef0b-474a-9204-464eb89f48d1
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
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£100,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
29 Jan 20215 years ago
Submission Deadline
26 Feb 2021Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
31 Mar 2021 - 31 Mar 2024 3-4 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
WIRRAL 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
BIRKENHEAD
Postcode
CH41 5AL
Post Town
Chester
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD7 Merseyside
Small Region (ITL 3)
TLD74 Wirral
Delivery Location
Not specified

Local Authority
Wirral
Electoral Ward
Birkenhead and Tranmere
Westminster Constituency
Birkenhead

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-b5fd17-93b2a90a-cb14-41d4-af06-4dae8310a93e-2021-01-29T15:40:26Z",
    "date": "2021-01-29T15:40:26Z",
    "ocid": "ocds-b5fd17-93b2a90a-cb14-41d4-af06-4dae8310a93e",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "WIRLC001-DN523133-49787877",
        "title": "Treasury Management External Advisory Services",
        "description": "This contract is for the provision of Treasury Management External Advisory Services to the Financial Services Department of Wirral Borough Council on Treasury related matters including, but not limited to, Investments, Borrowing, Treasury Risk Management, Counterparty Credit Analysis.",
        "datePublished": "2021-01-29T15:40:26Z",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66000000",
            "description": "Financial and insurance services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 100000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2021-02-26T12:00:00Z"
        },
        "contractPeriod": {
            "startDate": "2021-04-01T00:00:00+01:00",
            "endDate": "2024-03-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": false,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/62d9f989-ef0b-474a-9204-464eb89f48d1",
                "datePublished": "2021-01-29T15:40:26Z",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-CFS-49570",
            "name": "Wirral Borough Council",
            "identifier": {
                "legalName": "Wirral Borough Council"
            },
            "address": {
                "streetAddress": "Old Market House, 4th Floor, West Wing, Hamilton Street",
                "locality": "Birkenhead",
                "postalCode": "CH41 5AL",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Corporate Procurement",
                "email": "tenders@wirral.gov.uk"
            },
            "details": {
                "url": "http://www.wirral.gov.uk/"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-49570",
        "name": "Wirral Borough Council"
    }
}