Award

Procurement of Treasury Management Advisory Service

CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL

This public procurement record has 1 release in its history.

Award

02 Mar 2022 at 13:09

Summary of the contracting process

The City of Bradford Metropolitan District Council is seeking tenders for the provision of a Treasury Management Advisory Service, with a budget ranging from £19,800 to £80,000. The procurement process has reached the award stage, with the contract period commencing on 4 January 2022 and concluding on 3 January 2023. This service falls under the "Treasury services" category, and the procurement method employed was a restricted procedure. Tenders were accepted until 6 December 2021, and the relevant delivery location is within Yorkshire and the Humber, United Kingdom.

This contract presents a viable opportunity for businesses specialising in financial advisory services, particularly those with expertise in treasury management and local government finance. Small and medium enterprises (SMEs) are encouraged to apply, as the procurement is designed to support their engagement. Companies with a strong track record in providing investment and debt portfolio solutions would be well-suited to compete for this advisory role, which is critical for enhancing the financial operations of local councils.

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

Procurement of Treasury Management Advisory Service

Notice Description

Bradford Council is inviting tenders from suitable companies for the role of Treasury Management Advisor. The Treasury Management Advisor Service will be expected to provide advice and solutions on the Council's investment and debt portfolio.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-c166d15e-cec4-443e-aeab-353fda7cf07f
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/18590409-d637-4815-a116-56e91cebc00f
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted 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
£80,000 Under £100K
Lots Value
Not specified
Awards Value
£19,800 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
2 Mar 20223 years ago
Submission Deadline
6 Dec 2021Expired
Future Notice Date
Not specified
Award Date
2 Mar 20223 years ago
Contract Period
4 Jan 2022 - 3 Jan 2023 6-12 months
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
CITY OF BRADFORD METROPOLITAN DISTRICT COUNCIL
Contact Name
Nikki Morton
Contact Email
nikki.morton@bradford.gov.uk
Contact Phone
+44 01274434614

Buyer Location

Locality
BRADFORD
Postcode
BD1 1HX
Post Town
Bradford
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE41 Bradford
Delivery Location
TLE Yorkshire and The Humber

Local Authority
Bradford
Electoral Ward
City
Westminster Constituency
Bradford West

Supplier Information

Number of Suppliers
1
Supplier Name

LINK TREASURY SERVICES

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-c166d15e-cec4-443e-aeab-353fda7cf07f-2022-03-02T13:09:21Z",
    "date": "2022-03-02T13:09:21Z",
    "ocid": "ocds-b5fd17-c166d15e-cec4-443e-aeab-353fda7cf07f",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "20220302130916-103277",
        "title": "Procurement of Treasury Management Advisory Service",
        "description": "Bradford Council is inviting tenders from suitable companies for the role of Treasury Management Advisor. The Treasury Management Advisor Service will be expected to provide advice and solutions on the Council's investment and debt portfolio.",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66600000",
            "description": "Treasury services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "Yorkshire and the Humber",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 19800,
            "currency": "GBP"
        },
        "value": {
            "amount": 80000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "tenderPeriod": {
            "endDate": "2021-12-06T14:00:00Z"
        },
        "contractPeriod": {
            "startDate": "2022-01-04T00:00:00Z",
            "endDate": "2023-01-03T23:59:59Z"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services"
    },
    "parties": [
        {
            "id": "GB-CFS-188959",
            "name": "City of Bradford Metropolitan District Council",
            "identifier": {
                "legalName": "City of Bradford Metropolitan District Council"
            },
            "address": {
                "streetAddress": "Britannia House, Hall Ings",
                "locality": "Bradford",
                "postalCode": "BD1 1HX",
                "countryName": "ENG"
            },
            "contactPoint": {
                "name": "Nikki Morton",
                "email": "nikki.morton@bradford.gov.uk",
                "telephone": "+44 01274434614"
            },
            "details": {
                "url": "https://www.bradford.gov.uk/"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-86567",
            "name": "Link Treasury Services Limited",
            "identifier": {
                "legalName": "Link Treasury Services Limited"
            },
            "address": {
                "streetAddress": "65 Gresham Street, London, EC2V 7NQ"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-188959",
        "name": "City of Bradford Metropolitan District Council"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-c166d15e-cec4-443e-aeab-353fda7cf07f-1",
            "status": "active",
            "date": "2022-03-02T00:00:00Z",
            "datePublished": "2022-03-02T13:09:21Z",
            "value": {
                "amount": 19800,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-86567",
                    "name": "Link Treasury Services Limited"
                }
            ],
            "contractPeriod": {
                "startDate": "2022-01-04T00:00:00Z",
                "endDate": "2023-01-03T23:59:59Z"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/18590409-d637-4815-a116-56e91cebc00f",
                    "datePublished": "2022-03-02T13:09:21Z",
                    "format": "text/html",
                    "language": "en"
                },
                {
                    "id": "2",
                    "description": "Additional data",
                    "url": "https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=40785&B=UK"
                },
                {
                    "id": "3",
                    "description": "User / Company",
                    "url": "https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103277"
                }
            ]
        }
    ]
}