Award

Treasury Advisor

EXETER CITY COUNCIL

This public procurement record has 1 release in its history.

Award

19 Feb 2026 at 15:37

Summary of the contracting process

Exeter City Council has successfully concluded a procurement process titled "Treasury Advisor" within the financial and insurance services category. Located in Exeter, the council sought services related to Treasury Management, investment advice, and ongoing training webinars. This contract underwent a limited procurement method, identified as below threshold - limited competition, indicating a more streamlined process given the scale of services involved. The award to MUFG Corporate Markets Treasury Ltd, an SME based in Beckenham, marks the transition from tendering to the active award stage. This contract, valued at £65,052 GBP, was signed on 12th December 2023 and became active from 1st January 2024. It will run until 31st December 2026 with potential extensions up to 2028.

This tender presents an important opportunity for financial service providers with expertise in advisory roles pertaining to public sector treasury management. Such businesses can leverage their knowledge to deliver comprehensive advice on investment and borrowing strategies, potentially growing their client base within local government circles. Ideal contenders for future similar contracts would include SMEs that specialise in financial advisory and those equipped to handle regular training or updates for public institutions, providing tailored solutions to sub-central government needs.

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Notice Title

Treasury Advisor

Notice Description

Provides advice in relation to Treasury Management, investment and borrowing options and regular training webinars and updates.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-065870
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/015364-2026
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
UK7 - Contract Details Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Limited
Procurement Method Details
Below threshold - limited competition
Tender Suitability
Not specified
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
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£65,052 Under £100K

Notice Dates

Publication Date
19 Feb 20263 days ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
12 Dec 20232 years ago
Contract Period
1 Jan 2024 - 31 Dec 2026 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
EXETER CITY COUNCIL
Contact Name
Not specified
Contact Email
eccprocurement@exeter.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
EXETER
Postcode
EX1 1JN
Post Town
Exeter
Country
England

Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK4 Devon
Small Region (ITL 3)
TLK43 Devon CC
Delivery Location
Not specified

Local Authority
Exeter
Electoral Ward
St David's
Westminster Constituency
Exeter

Supplier Information

Number of Suppliers
1
Supplier Name

MUFG CORPORATE MARKETS TREASURY

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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