Award

Award of Treasury Management and Leasing Advisory Services

WEST LOTHIAN COUNCIL

This public procurement record has 1 release in its history.

Award

25 Mar 2019 at 00:00

PCS Notice - Website Contract Award Notice
Summary of the contracting process

West Lothian Council has successfully completed a tender for the "Award of Treasury Management and Leasing Advisory Services," classifying this procurement under the services industry. The contract was signed on 19 March 2019 and has an active value of £70,000. The procurement method employed was an open procedure, and the advisory services will support the council's economic analysis, interest rate forecasting, and compliance with financial regulations, among other tasks. The delivery location is based in West Lothian, UK.

This tender offers significant opportunities for businesses specialising in financial advisory services, particularly those working in treasury management and leasing consultancy. Companies with expertise in economic analysis, debt portfolio management, corporate finance, and compliance training would be well-positioned to benefit. Engaging with this contract could help businesses expand their portfolio and collaborate with a prominent local authority, thus enhancing credibility and opening doors for future projects within the public sector.

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Notice Information

Notice Title

Award of Treasury Management and Leasing Advisory Services

Notice Description

The treasury advisory service covers economic analysis and interest rate forecasting, debt portfolio management, debt rescheduling, investment portfolio, credit rating, compliance with the Code of Practice, training and compliance with Financial Reporting Standards and other financial accounting requirements. The leasing consultancy services covers options appraisal and capital finance advice, new asset financing, lease portfolio management.

Lot Information

Lot 1

The treasury advisory service will cover economic analysis and interest rate forecasting, debt portfolio management, debt rescheduling, investment portfolio, credit rating, compliance with the Code of Practice, training and compliance with Financial Reporting Standards and other financial accounting requirements. The leasing consultancy services will cover options appraisal and capital finance advice, new asset financing, lease portfolio management.. Direct award via ESPO Consultancy Services Framework 664

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000578474
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR349421
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
PCS Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£70,000 Under £100K

Notice Dates

Publication Date
25 Mar 20196 years ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
19 Mar 20196 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
WEST LOTHIAN COUNCIL
Contact Name
Not specified
Contact Email
cpu.cpu@westlothian.gov.uk
Contact Phone
+44 1506281814

Buyer Location

Locality
LIVINGSTON
Postcode
EH54 6FF
Post Town
Edinburgh
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM14 West Lothian
Delivery Location
TLM78 West Lothian
Local Authority
West Lothian
Electoral Ward
Livingston South
Westminster Constituency
Livingston

Supplier Information

Number of Suppliers
1
Supplier Name

LINK ASSET SERVICES

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR349421
    Award of Treasury Management and Leasing Advisory Services - The treasury advisory service covers economic analysis and interest rate forecasting, debt portfolio management, debt rescheduling, investment portfolio, credit rating, compliance with the Code of Practice, training and compliance with Financial Reporting Standards and other financial accounting requirements. The leasing consultancy services covers options appraisal and capital finance advice, new asset financing, lease portfolio management.

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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