---
title: "Treasury Advisor Services"
ocid: "ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "BOURNEMOUTH BOROUGH COUNCIL"
published: "2019-03-29"
---

# Treasury Advisor Services

Buyer: BOURNEMOUTH BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282

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## Summary

Bournemouth, Christchurch and Poole Council (BCP) is seeking a supplier for Treasury Advisor Services, with the procurement process currently at the Award stage, following the conclusion of the Tender phase. This engagement involves a consultancy contract focused on providing treasury management advice for both short-term and long-term financial activities, commencing on 1 April 2019 and extending until 31 March 2022. The contract is valued at £51,000 and is classified under the CPV code for Treasury services. The initial tender period closed on 11 March 2019, and the award was published on 29 March 2019.

This tender creates significant growth opportunities for businesses specialising in financial consultancy and treasury management. Companies that can offer expertise in financial advising, investment strategies, and market analysis would be well-suited to compete for this contract, especially small and medium enterprises (SMEs) capable of delivering tailored, responsive services to a local government authority. Suppliers should be prepared to provide ongoing market updates and assessments in alignment with the Council's needs.

## Notice

Bournemouth, Christchurch and Poole Council (BCP) is a new unitary authority comprising from the merge of Bournemouth Borough Council, Christchurch Borough Council and the Borough of Poole for local government activities within Dorset. This new authority requires a treasury management consultancy contract to provide advice to the new Authority from 1 April 2019. The Authority requires a single supplier to provide advice to provide the Council with guidance and advice on both short term and long term borrowing and investments. They will be required to provide regular reports and reviews as outlined below and notify the Council of any market changes that may affect the Council's investments or borrowings. Additional information: Suppliers interested in this contract opportunity can access the full procurement documentation by visiting Bournemouth Borough Council's electronic Tendering system www.supplyingthesouthwest.org.uk Suppliers should search for the contract opportunity through Supplying the South West. There are further details of the contract opportunity on the advert published on www.supplyingthesouthwest.org.uk and instructions on how suppliers can access the procurement documentation for completion. Responses to the contract opportunity must be submitted electronically through www.supplyingthesouthwest.org.uk before the deadline shown on the system. If you are unable to access the advert for the opportunity through www.supplyingthesouthwest.org.uk please contact the Council using the contact details provided.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/593f8387-406a-4d3a-9e8e-5aa7778d3738 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 29 Mar 2019 |
| Submission deadline | 11 Mar 2019 |
| Future notice date | Not specified |
| Award date | 18 Mar 2019 |
| Contract period | 31 Mar 2019 - 31 Mar 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £51,000 |
| Lots value | Not specified |
| Awards value | £99,425 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BOURNEMOUTH BOROUGH COUNCIL |
| Locality | BOURNEMOUTH |
| Post town | Bournemouth |
| Postcode | BH2 6DY |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK6 North Somerset, Somerset and Dorset |
| ITL 3 | TLK63 Bournemouth, Christchurch and Poole |
| Local authority | Bournemouth, Christchurch and Poole |
| Electoral ward | Bournemouth Central |
| Westminster constituency | Bournemouth West |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | LINK TREASURY SERVICES |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 29 Mar 2019 at 12:18 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/593f8387-406a-4d3a-9e8e-5aa7778d3738
- 8 Feb 2019 at 13:39 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/692fa412-0b31-4c95-a908-ff5bfb6cb22a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/593f8387-406a-4d3a-9e8e-5aa7778d3738
  29th March 2019 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/692fa412-0b31-4c95-a908-ff5bfb6cb22a
  8th February 2019 - Opportunity notice on Contracts Finder
- https://procontract.due-north.com/Advert?advertId=2f9004cd-902b-e911-80f2-005056b64545&p=696a9836-1895-e511-8105-000c29c9ba21
  Link to Advert for Suppliers to Access Tender Documents

## Notice URLs

- https://www.bournemouth.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-b5fd17-24b614b8-96de-4a35-b068-e66b79637282. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-24b614b8-96de-4a35-b068-e66b79637282.json.