Award

Treasury Management External Advisory Services

WIRRAL COUNCIL

This public procurement record has 2 releases in its history.

Award

12 May 2026 at 09:50

Tender

02 Feb 2026 at 13:46

Summary of the contracting process

The procurement process undertaken by Wirral Council involves the provision of Treasury Management External Advisory Services, focusing primarily on financial and insurance services. This contract, active since 1st April 2026, will serve locations across multiple regions in the United Kingdom until 31st March 2029, with the possibility of two additional 12-month extensions. The procurement method used was an open competition, targeting services under the threshold, and reaching its award stage in May 2026. Originally put out for tender on 2nd February 2026, the buying organisation, Wirral Council, sought to engage suppliers capable of providing critical advisory services related to investments, borrowing, treasury risk management, and counterparty credit analysis.

This tender offers significant opportunities for businesses specialising in financial advisory services, particularly those suited to offering expert insights into treasury management. Given the tender's targeting of SMEs and VCSEs, companies with robust capabilities in financial risk assessment and advisory are well-positioned to benefit from this procurement opportunity. The thorough evaluation criteria, encompassing 60% quality and 40% price, highlight the importance of both technical expertise and cost-effectiveness, making this tender an attractive option for businesses aiming to expand their public sector portfolios within the UK's sub-central government framework.

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Notice Title

Treasury Management External Advisory Services

Notice Description

To provide Treasury Management External Advisory Services to the Finance Department of Wirral Borough Council on Treasury related matters including, but not limited to, Investments, Borrowing, Treasury Risk Management, Counterparty Credit Analysis.

Lot Information

Lot 1

Renewal: The contract has the option to extend for 2 x 12 month periods

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-061442
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/043358-2026
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
UK7 - Contract Details Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Below threshold - open competition
Tender Suitability
SME, VCSE
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£96,000 Under £100K
Lots Value
£96,000 Under £100K
Awards Value
Not specified
Contracts Value
£45,000 Under £100K

Notice Dates

Publication Date
12 May 20262 days ago
Submission Deadline
20 Feb 2026Expired
Future Notice Date
Not specified
Award Date
24 Mar 20261 months ago
Contract Period
31 Mar 2026 - 31 Mar 2029 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
WIRRAL 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
WALLASEY
Postcode
CH44 8ED
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
TLD7 Merseyside

Local Authority
Wirral
Electoral Ward
Seacombe
Westminster Constituency
Wallasey

Supplier Information

Number of Suppliers
1
Supplier Name

ARLINGCLOSE

Further Information

Open Contracting Data Standard (OCDS)

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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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