Tender

GB-Cromer: PROC090 Treasury Advisory Services

NORTH NORFOLK DISTRICT COUNCIL

This public procurement record has 1 release in its history.

Tender

17 Jan 2023 at 09:45

Summary of the contracting process

The North Norfolk District Council is looking to procure Treasury Advisory Services for managing funds and investments. The tender titled "PROC090 Treasury Advisory Services" falls under the industry category of Treasury services. This procurement opportunity is located in Cromer, East of England. The tender is currently in the planning stage with a tender period ending on 6th February 2023 and a contract period running from 1st April 2023 to 31st March 2028.

This tender presents an opportunity for small or medium enterprises (SMEs) well-versed in providing Treasury Advisory Services to engage with the North Norfolk District Council. Businesses with expertise in financial advice, risk management, and investment strategies are suited to compete. The procurement method is an open procedure, allowing for transparent bidding processes. Interested parties should consider the procurement deadline and the specified contract period when preparing their proposals.

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Notice Title

GB-Cromer: PROC090 Treasury Advisory Services

Notice Description

The Council is seeking to procure the services of a suitably experienced contractor to carry out Treasury Advisory Services. Advice on how to keep the Council's funds secure and manage the risks associated with external investments. Up to date advice is needed throughout the contract duration on counterparties that should be included or removed from the Council's lending list, the limits for individual counterparties (amount and period of investment), alternative investment options available and which financial instruments should be used. Advice on external borrowing to minimise borrow costs. Additional information: This Tender is being conducted by Quickcall, If you are interested in bidding for this Contract please send your registered delta email address and you will be added to the Quickcall. The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/bf1abdbf-a136-476f-a1d1-74a8e06a884a
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
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66600000 - Treasury 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
17 Jan 20233 years ago
Submission Deadline
6 Feb 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
31 Mar 2023 - 31 Mar 2028 Over 5 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
NORTH NORFOLK DISTRICT COUNCIL
Contact Name
Debra Beckles
Contact Email
debra.beckles@north-norfolk.gov.uk
Contact Phone
+441263516049

Buyer Location

Locality
CROMER
Postcode
NR27 9EN
Post Town
Norwich
Country
England

Major Region (ITL 1)
TLH East (England)
Basic Region (ITL 2)
TLH5 Norfolk
Small Region (ITL 3)
TLH52 North and West Norfolk
Delivery Location
Not specified

Local Authority
North Norfolk
Electoral Ward
Cromer Town
Westminster Constituency
North Norfolk

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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