Tender

Treasury Management Advisory Service

DENBIGHSHIRE COUNTY COUNCIL

This public procurement record has 1 release in its history.

Summary of the contracting process

The Denbighshire County Council is seeking a Treasury Management Advisory Service. The council, located in Ruthin, Wales, with a population of around 96,000, is looking for advice on investments, loans, and technical accounting. The procurement stage is currently open with a tender deadline of October 30, 2023, and an anticipated award period ending on December 22, 2023.

This opportunity is ideal for businesses specializing in financial consultancy services, treasury services, and financial management consultancy. Prospective vendors should register interest via the Proactis portal and ensure compliance with the specified submission instructions. With approximately £0.5bn flowing through the council's accounts annually, this tender offers a lucrative opportunity for businesses in the financial advisory sector to engage with a significant public sector authority.

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Notice Title

Treasury Management Advisory Service

Notice Description

Denbighshire County Council is a medium sized unitary authority with a population of around 96,000 which was formed on 1 April 1996 following local government reorganisation in Wales.The council is inviting interested parties to submit a tender for the provision of a Treasury Management Advisory Service. This will include giving advice on the Council's investments and loans as well as technical accounting advice to ensure compliance with regulations.The term 'treasury management' includes the management of the Council's borrowing, investments and cash flow. Approximately PS0.5bn passes through the council's bank accounts every year. The council's outstanding debt is PS260m and at any point during the year, the council has between PS1m and PS40m to invest.NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=135210. Instructions1. Log in to PROACTIS at https://supplierlive.proactisp2p.com2. If you are already registered on the Proactis portal please Login and start at Step 14 of these instructions if not go to STEP 33. Click the "Sign Up" button at the bottom of the window4. Enter your correct Organisation Name, address and Primary Contact Details. You will need to create the Organisation ID and User Name. If you have a generic email address for your organisation e.g. tenders@xxx.co.uk then please use this as the primary contact email address.5. Please make a note of the Organisation ID and User Name, then click "Register"6. You will receive an email asking you to "Click here to activate your account". This takes you to Enter Organisation Details.7. Please enter the information requested, click the ">" on the screen and follow the instructions5.1ensuring that you enter all applicable details.8. In the Classification screen please ensure that you select the Product Classification Codes (CPV Codes) that appear in the tender notice. Please ensure that the selected codes are relevant to your5.1business to ensure that you get notification of opportunities that are of interest.9. In the Buyers screen please select Denbighshire County Council (you may register with other organisations if you wish)10. In the Primary Contact Details screen please ensure that all information is complete. (Please see note 4 above)11. Accept the Terms and Conditions and then click ">". This takes you to the Welcome window.12. In the Finish screen please enter a new password and note all your Login details for future reference.13. Now click "Complete Registration" and you will enter the Supplier Network page.14. On the centre of the screen click "Opportunities". This will take you to the list of current opportunities available to you.15. Click the ">" that relates to this notice, this will take you into the PQQ or Tender Request and click "Register Interest". Note there may be several opportunities that appear on this screen, pleaseensure that you select the correct one.16. In the "Your Opportunities" screen please note the closing time and date for completion of the relevant project. Please review the "Items" tab (Tender stage only) and the Documents tab (PQQ and Tender stages) as there will be information relating to the project held here. The Documents areaccessed by clicking the down arrow underneath the General tab. Please ensure that you download all documents to your PC as you will be required to complete and upload some of them as part of your submission. There are instructions on how to complete your submission in the Guidance for Bidders document.17. You can now either create your response", or "Decline" this opportunity.(WA Ref:135210)

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-135210
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=135210
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
S2W Notice - Website Invitation to Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

66171000 - Financial consultancy services

66600000 - Treasury services

79412000 - Financial management consultancy services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
29 Sep 20232 years ago
Submission Deadline
30 Oct 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
DENBIGHSHIRE COUNTY COUNCIL
Contact Name
Procurement
Contact Email
Not specified
Contact Phone
+44 1824712612

Buyer Location

Locality
RUTHIN
Postcode
LL15 1YN
Post Town
Llandudno
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL3 North Wales
Small Region (ITL 3)
TLL33 Conwy and Denbighshire
Delivery Location
Not specified

Local Authority
Denbighshire
Electoral Ward
Ruthin
Westminster Constituency
Clwyd East

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.

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