Notice Information
Notice Title
Treasury management consultancy services
Notice Description
The contractor will offer advice on investment trends, developments and opportunities consistent with the Council's chosen strategy. These should include: * Specific market trends and opportunities. * Advising early on, whether investments should be used for debt redemption * Monthly reports illustrating that the consultancy have monitored and analysed our portfolio. * Priorities being security, followed by liquidity, followed by yield. The contractor will take into consideration the latest economic and financial environment which may impact on the Council's borrowing and investment strategies.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-b10c18e9-dfae-4dbe-b6fd-d606d5d5973a
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/8824e329-151a-48fe-91f5-002e24bf405f
- 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
- Not applicable
- Tender Suitability
- SME, VCSE
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
79 - Business services: law, marketing, consulting, recruitment, printing and security
-
- CPV Codes
66600000 - Treasury services
79412000 - Financial management consultancy services
Notice Value(s)
- Tender Value
- £65,000 Under £100K
- Lots Value
- Not specified
- Awards Value
- £65,000 Under £100K
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 20 Jan 20215 years ago
- Submission Deadline
- 23 Dec 2020Expired
- Future Notice Date
- Not specified
- Award Date
- 20 Jan 20215 years ago
- Contract Period
- 1 Feb 2021 - 31 Jan 2024 2-3 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
- LONDON BOROUGH OF MERTON
- Contact Name
- Tom Davis
- Contact Email
- tom.davis@merton.gov.uk
- Contact Phone
- +44 2082745215
Buyer Location
- Locality
- MORDEN
- Postcode
- SM4 5DX
- Post Town
- Sutton
- Country
- England
-
- Major Region (ITL 1)
- TLI London
- Basic Region (ITL 2)
- TLI6 Outer London - South
- Small Region (ITL 3)
- TLI63 Merton, Kingston upon Thames and Sutton
- Delivery Location
- TLI London
-
- Local Authority
- Merton
- Electoral Ward
- Merton Park
- Westminster Constituency
- Wimbledon
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/8824e329-151a-48fe-91f5-002e24bf405f
20th January 2021 - Awarded contract notice on Contracts Finder
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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