Award

Treasury Advisor

DUMFRIES AND GALLOWAY COUNCIL

This public procurement record has 3 releases in its history.

Summary of the contracting process

The Dumfries and Galloway Council has recently awarded a contract for a Treasury Advisor. This procurement process, managed by the Dumfries and Galloway Council, falls under the services category and was carried out through an open procedure. The procurement stage was completed on 27th February 2023, with a contract value of £68,160. The location of the procurement is Dumfries in the UK. The buying organisation, Dumfries and Galloway Council, can be contacted for more details.

This tender for a Treasury Advisor provides an opportunity for businesses, particularly those in the financial services sector, to engage and potentially win contracts with the Dumfries and Galloway Council. Businesses that specialise in treasury advisory services would be well-suited to compete for this contract. The procurement method used for this tender was an open procedure. Key dates for this process included the contract award on 27th February 2023 and the contract signing on 24th February 2023. The Dumfries and Galloway Council aims to create business growth opportunities through this tender.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Treasury Advisor

Notice Description

Dumfries and Galloway Council is looking to award a contract for a Treasury Advisor

Lot Information

Lot 1

Dumfries and Galloway Council are looking to award a contract for a treasury advisor.

Renewal: 1 year extension at the Council's sole discretion

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000695607
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB472218
Current Stage
Award
All Stages
Planning, Tender, 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
SME

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
£68,160 Under £100K

Notice Dates

Publication Date
27 Feb 20232 years ago
Submission Deadline
15 Dec 2022Expired
Future Notice Date
1 Sep 2022Expired
Award Date
24 Feb 20233 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

Contracting Authority (Buyer)

Main Buyer
DUMFRIES AND GALLOWAY COUNCIL
Contact Name
Craig Wilson, Leesa Rintoul, Scott Greer
Contact Email
craig.wilson@dumgal.gov.uk, leesa.rintoul@scotland-excel.org.uk, scott.greer@dumgal.gov.uk
Contact Phone
+44 3033333000

Buyer Location

Locality
DUMFRIES
Postcode
DG1 2HP
Post Town
Dumfries and Galloway
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM92 Dumfries and Galloway
Delivery Location
TLM92 Dumfries and Galloway

Local Authority
Dumfries and Galloway
Electoral Ward
Nith
Westminster Constituency
Dumfries and Galloway

Supplier Information

Number of Suppliers
1
Supplier Name

LINK TREASURY SERVICES

Further Information

Notice Documents

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000695607-2023-02-27T00:00:00Z",
    "date": "2023-02-27T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000695607",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-3",
            "name": "Dumfries and Galloway Council",
            "identifier": {
                "legalName": "Dumfries and Galloway Council"
            },
            "address": {
                "streetAddress": "Procurement Team, Carruthers House",
                "locality": "Dumfries",
                "region": "UKM92",
                "postalCode": "DG1 2HP"
            },
            "contactPoint": {
                "name": "Craig Wilson",
                "email": "craig.wilson@dumgal.gov.uk",
                "telephone": "+44 3033333000",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.dumgal.gov.uk"
            }
        },
        {
            "id": "org-74",
            "name": "Dumfries and Galloway Council",
            "identifier": {
                "legalName": "Dumfries and Galloway Council"
            },
            "address": {
                "streetAddress": "Procurement Team, Carruthers House",
                "locality": "Dumfries",
                "region": "UKM92",
                "postalCode": "DG1 2HP"
            },
            "contactPoint": {
                "name": "Leesa Rintoul",
                "email": "Leesa.Rintoul@scotland-excel.org.uk",
                "telephone": "+44 3033333000",
                "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.dumgal.gov.uk"
            }
        },
        {
            "id": "org-92",
            "name": "Dumfries Sherriff Court",
            "identifier": {
                "legalName": "Dumfries Sherriff Court"
            },
            "address": {
                "locality": "Dumfries"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-78",
            "name": "Dumfries and Galloway Council",
            "identifier": {
                "legalName": "Dumfries and Galloway Council"
            },
            "address": {
                "streetAddress": "Procurement Team, Carruthers House",
                "locality": "Dumfries",
                "region": "UKM92",
                "postalCode": "DG1 2HP"
            },
            "contactPoint": {
                "name": "Scott Greer",
                "email": "scott.greer@dumgal.gov.uk",
                "telephone": "+44 3033333000",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Local Authority",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.dumgal.gov.uk"
            }
        },
        {
            "id": "org-83",
            "name": "Link Treasury Services",
            "identifier": {
                "legalName": "Link Treasury Services"
            },
            "address": {
                "streetAddress": "65 Gresham Street",
                "locality": "London",
                "region": "UKI",
                "postalCode": "EC2V 7NQ"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-84",
            "name": "Dumfries Sherriff Court",
            "identifier": {
                "legalName": "Dumfries Sherriff Court"
            },
            "address": {
                "locality": "Dumfries"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "Dumfries and Galloway Council",
        "id": "org-78"
    },
    "planning": {
        "documents": [
            {
                "id": "JUN451420",
                "documentType": "plannedProcurementNotice",
                "title": "Treasury Advisor",
                "description": "Dumfries and Galloway Council is looking to award a contract for a Treasury Advisor",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN451420",
                "format": "text/html"
            }
        ]
    },
    "tender": {
        "id": "DGT-4062-22",
        "title": "Treasury Advisor",
        "description": "Dumfries and Galloway Council is looking to award a contract for a Treasury Advisor",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66600000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Dumfries"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM92"
                    },
                    {
                        "region": "UKM92"
                    },
                    {
                        "region": "UKM92"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "JUN451420-1",
                "title": "Treasury Advisor Brief",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN451420&idx=1",
                "datePublished": "2022-06-16T12:15:08Z",
                "dateModified": "2022-06-16T12:15:08Z",
                "format": "application/pdf"
            },
            {
                "id": "NOV464478",
                "documentType": "contractNotice",
                "title": "Treasury Advisor",
                "description": "Dumfries and Galloway Council is looking to award a contract for a Treasury Advisor",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV464478",
                "format": "text/html"
            },
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            },
            {
                "id": "FEB472218",
                "documentType": "awardNotice",
                "title": "Treasury Advisor",
                "description": "Dumfries and Galloway Council is looking to award a contract for a Treasury Advisor",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB472218",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "Dumfries and Galloway Council are looking to award a contract for a treasury advisor.",
                "status": "complete",
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "1 year extension at the Council's sole discretion"
                }
            }
        ],
        "communication": {
            "futureNoticeDate": "2022-09-01T00:00:00Z"
        },
        "coveredBy": [
            "GPA"
        ],
        "classification": {
            "id": "66600000",
            "scheme": "CPV"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/",
        "tenderPeriod": {
            "endDate": "2022-12-15T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2022-12-15T12:30:00Z"
        },
        "bidOpening": {
            "date": "2022-12-15T12:30:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "hasRecurrence": false
    },
    "language": "EN",
    "description": "(SC Ref:723953)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000695607"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000695607"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000695607"
        }
    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "DGT-4062-22",
            "suppliers": [
                {
                    "id": "org-83",
                    "name": "Link Treasury Services"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "DGT-4062-22",
            "awardID": "DGT-4062-22",
            "status": "active",
            "value": {
                "amount": 68160,
                "currency": "GBP"
            },
            "dateSigned": "2023-02-24T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "221",
                "measure": "bids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "222",
                "measure": "smeBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "223",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "224",
                "measure": "foreignBidsFromNonEU",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "225",
                "measure": "electronicBids",
                "value": 1,
                "relatedLot": "1"
            }
        ]
    }
}