---
title: "Treasury Management Advisory Service"
ocid: "ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "HEREFORDSHIRE COUNCIL"
published: "2020-08-06"
---

# Treasury Management Advisory Service

Buyer: HEREFORDSHIRE COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a

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## Summary

Herefordshire Council is seeking to procure a Treasury Management Advisory Service through an open tender process. The tender, which has an estimated value of £60,000, is actively seeking experienced suppliers with expertise in managing investment risk and borrowing strategies. The tender period will conclude on 2 September 2020, and the contract is set to commence on 30 November 2020, lasting until 29 November 2023. The services are required in the West Midlands region of England, within the treasury services industry category.

This procurement opportunity allows businesses, particularly SMEs and voluntary, community, and social enterprises (VCSEs), to enhance their growth potential by providing niche advisory services in treasury management. Companies with experience in financial advisory, risk management, or investment strategies may find this tender aligns with their capabilities, enabling them to expand their service offerings and engage with a local government authority committed to effective financial solutions.

## Notice

Herefordshire Council are seeking an experienced supplier to provide a Treasury Management Advisory service. The advisors will be required to provide treasury management advice including but not limited to the management of investment risk and borrowing strategies.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/ecb55f86-6815-4c08-a612-dfc9ecc3a525 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Aug 2020 |
| Submission deadline | 2 Sep 2020 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Nov 2020 - 29 Nov 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £60,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | HEREFORDSHIRE COUNCIL |
| Locality | HEREFORD |
| Post town | Hereford |
| Postcode | HR4 0LE |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG11 Herefordshire, County of |
| Local authority | Herefordshire, County of |
| Electoral ward | Widemarsh |
| Westminster constituency | Hereford and South Herefordshire |
| Delivery location | TLG West Midlands (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 6 Aug 2020 at 07:26 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/ecb55f86-6815-4c08-a612-dfc9ecc3a525

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/ecb55f86-6815-4c08-a612-dfc9ecc3a525
  6th August 2020 - Opportunity notice on Contracts Finder

## Notice URLs

- https://www.herefordshire.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-068d437d-e924-4e4c-8c52-c7d88f00b74a.json.