--- title: "QU067 - Treasury Management Consultancy Services" ocid: "ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0.json" source: "Contracts Finder" current_stage: "Tender" buyer: "BIRMINGHAM CITY COUNCIL" published: "2017-04-04" --- # QU067 - Treasury Management Consultancy Services Buyer: BIRMINGHAM CITY COUNCIL Current stage: Tender OCID: ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0.json) ## Summary Birmingham City Council is seeking suppliers for Treasury Management Consultancy Services through an open procurement process. This tender, identified as QU067, is aimed at acquiring expertise to support the council's treasury management operations over a contract period commencing 1 June 2017 and running until 31 May 2020, with the option to extend for two additional years. Interested bidders must submit their tender documentation by 17:00 hours (GMT) on 18 April 2017. The council is located in Birmingham, West Midlands, United Kingdom, and the procurement falls under the services category, specifically related to treasury services and business management consultancy. This tender presents a significant opportunity for businesses specialising in financial consultancy, treasury management, and risk assessment. Firms that provide services such as economic analysis, portfolio management, and regulatory training would be particularly well-placed to compete for this contract. By securing this contract, businesses can enhance their portfolio and establish a strong relationship with a major local authority, potentially leading to further opportunities in the public sector. ## Notice Birmingham City Council requires a supplier for the provision of treasury management consultancy services. This contract will be for a period of 3 years with an option to extend for a further two years commencing 1 June 2017 until 31 May 2020. Requirements: * Regular analysis of and outlook for the economy and interest rates and live updates of market conditions * Advice on likely PWLB rate changes * Assisting in the formulation of the Treasury Management Strategy and Policy for borrowing and lending activities for each of the General Fund and HRA * Advice on portfolio risk management * Identification and analysis of borrowing, investment and restructuring opportunities and instruments taking account of financial implications to the General Fund and HRA * Draft templates for strategy, prudential indicators, MRP policy, mid year and end of year required reports and statement of accounts disclosure notes * Updates and analysis of developments in Treasury Management * Other treasury-related services you provide * Investments * Structured Finance & Wider Finance * Regulatory and training BCC will be using its e-tendering system (in-tend) for the administration of this procurement process and providers must register with the system to be able to express an interest. The web address is: https://in-tendhost.co.uk/birminghamcc Registration and use of In-tend is free. All correspondence for this procurement process must be via the In-tend correspondence function. If you are unable to register with In-tend please either email us at: cps@birmingham.gov.uk or call 0121 464 8000. If you are interested in tendering please click on the following link to access Birmingham City Councils tender Portal: https://in-tendhost.co.uk/birminghamcc/ and submit your details to register as a bidder. We will send you a log on and password so you can download the tender documentation. Requests to participate must be by way of completion and return of the tender documentation no later than 17:00 hours (GMT) on 18th April 2017 using the Supplier Portal. Additional information: If you are interested in tendering please click on the following link to access Birmingham City Council's tender Portal. Delivery Notes Birmingham Is a Recurrent Procurement Type? : No ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/a4a9f8f9-b85f-4255-810e-7136fb8fbf40 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 4 Apr 2017 | | Submission deadline | 18 Apr 2017 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 31 May 2017 - 31 May 2020 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | 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 | BIRMINGHAM CITY COUNCIL | | Locality | BIRMINGHAM | | Post town | Birmingham | | Postcode | B4 7WB | | Country | England | | ITL 1 | TLG West Midlands (England) | | ITL 2 | TLG3 West Midlands | | ITL 3 | TLG31 Birmingham | | Local authority | Birmingham | | Electoral ward | Newtown | | Westminster constituency | Birmingham Ladywood | | Delivery location | TLG West Midlands (England) | ## CPV Codes ### Divisions - 66 - Financial and insurance services - 72 - IT services: consulting, software development, Internet and support - 73 - Research and development services and related consultancy services - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 66600000 - Treasury services - 72224000 - Project management consultancy services - 73220000 - Development consultancy services - 79400000 - Business and management consultancy and related services - 79410000 - Business and management consultancy services - 79411000 - General management consultancy services - 79411100 - Business development consultancy services ## Release History - 4 Apr 2017 at 14:54 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/a4a9f8f9-b85f-4255-810e-7136fb8fbf40 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/a4a9f8f9-b85f-4255-810e-7136fb8fbf40 4th April 2017 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/birminghamcc/aspx/ Additional information on how to apply for this contract ## Notice URLs - https://in-tendhost.co.uk/birminghamcc - https://in-tendhost.co.uk/birminghamcc/ ## 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-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-16e12df0-8f8f-4cd0-9ade-a634102a50c0.json.