Tender

MVH25004 - Provision of Treasury Management Services

BARCUD SHARED SERVICES

This public procurement record has 1 release in its history.

Tender

22 Apr 2025 at 13:17

Summary of the contracting process

The procurement process initiated by Barcud Shared Services focuses on the provision of Treasury Management Services, under the legal basis of the UK Public General Acts 2023/54. This contract, identified as MVH25004, is aimed at enriching treasury management policies, strategies, market data analysis, and offering loan and investment advice. The service location is targeted within Merthyr Tydfil, Wales (region UKL15). The tender is currently active and progresses through the 'Tender' stage, having an end date for submissions on 8th May 2025 and for inquiries by 1st May 2025. The procurement method is outlined as open competition, falling below the threshold of formal procurement procedures but maintaining rigorous selection criteria focusing on quality and price.

This tender offers promising opportunities for businesses specialising in financial advisory and treasury services. The scope involving the refinement of management strategies and policy advisement within a public undertaking context aligns well with small and medium enterprises (SMEs) possessing expertise in financial consultation and market analysis. Businesses positioned in or familiar with Welsh regulations may find additional advantages in competing for this contract. The contract covers a period from June 2025 to June 2027, with a renewal option extending up to a further year, thus allowing sustainable growth prospects through ongoing engagement and service delivery. The procurement capitalises on competitive quality and price criteria, offering a lucrative gateway for enterprises seeking to expand their public sector portfolio.

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Notice Title

MVH25004 - Provision of Treasury Management Services

Notice Description

Qualified and experienced management service to help develop, support and advise on various aspects outlined below: Treasury Management Policy Treasury Management Strategy Market Data Analysis Loan Advice & Negotiation Investment Advice

Lot Information

Lot 1

Renewal: Duration of the contract is 2 + 1 years

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0505ae
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/016258-2025
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Below threshold - open competition
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
£12,000 Under £100K
Lots Value
£12,000 Under £100K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 Apr 202510 months ago
Submission Deadline
8 May 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Jun 2025 - 1 Jun 2027 1-2 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
BARCUD SHARED SERVICES
Additional Buyers

MERTHYR VALLEYS HOMES LIMITED

Contact Name
Catherine Sizer, Marisa Cass
Contact Email
cath@barcudsharedservices.org.uk, marisa.cass@mvhomes.org.uk
Contact Phone
Not specified

Buyer Location

Locality
CARDIFF
Postcode
CF24 2SA
Post Town
Cardiff
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL51 Central Valleys and Bridgend
Delivery Location
TLL15 Central Valleys

Local Authority
Merthyr Tydfil
Electoral Ward
Cyfarthfa
Westminster Constituency
Merthyr Tydfil and Aberdare

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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