---
title: "Treasury Management Advisory Service"
ocid: "ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "OXFORDSHIRE COUNTY COUNCIL"
published: "2024-12-02"
---

# Treasury Management Advisory Service

Buyer: OXFORDSHIRE COUNTY COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d

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## Summary

Oxfordshire County Council (OCC) is initiating procurement for treasury management advisory services, with the procurement stage currently in the tender phase. This procurement, classified under financial and insurance services (CPV code 66000000), aims to secure services such as treasury management strategy advice, performance monitoring, market intelligence, technical advice and training, and external fund manager selection and performance monitoring. The open procedure is utilised for this tender, with a contract term of three years and an optional 12-month extension, starting from 1st May 2025 to 30th April 2029. Interested parties should note the tender period ends on 6th January 2025 at 12:00 PM. The value of the contract is estimated at £120,000 and is available to SMEs.

This tender presents substantial opportunities for businesses specialising in financial consultancy and advisory services, particularly those experienced in managing and advising on treasury activities. Additional services such as market intelligence and fund manager selection may appeal to financial firms with comprehensive expertise in these areas. Given the open procurement method and the preference for SMEs, this tender is well-suited for small to medium-sized enterprises looking to expand their portfolio within the public sector, especially those based in or familiar with the United Kingdom's financial management landscape.

## Notice

Oxfordshire County Council (OCC) are looking into initiating procurement for new treasury management consultancy services. The services that OCC will be needing are: * Treasury Management Strategy Advice * Performance Monitoring * Market Intelligence * Technical Advice and Training * External Fund Manager Selection & Performance Monitoring Term of the contract is 3 years with an optional 12-month extension.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/46260115-ac35-4110-935e-a3f4f937b4d5 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning, Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 2 Dec 2024 |
| Submission deadline | 6 Jan 2025 |
| Future notice date | 12 Jul 2024 |
| Award date | Not specified |
| Contract period | 30 Apr 2025 - 30 Apr 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £120,000 |
| 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 | OXFORDSHIRE COUNTY COUNCIL |
| Locality | OXFORD |
| Post town | Oxford |
| Postcode | OX1 1ND |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ1 Berkshire, Buckinghamshire and Oxfordshire |
| ITL 3 | TLJ14 Oxfordshire CC |
| Local authority | Oxford |
| Electoral ward | Osney & St Thomas |
| Westminster constituency | Oxford West and Abingdon |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 2 Dec 2024 at 14:34 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/46260115-ac35-4110-935e-a3f4f937b4d5
- 12 Jun 2024 at 09:09 - Planning - Planned Procurement Notice - https://www.contractsfinder.service.gov.uk/Notice/8b4fc743-72f5-4076-8e50-294a35d12a93

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/46260115-ac35-4110-935e-a3f4f937b4d5
  2nd December 2024 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/8b4fc743-72f5-4076-8e50-294a35d12a93
  12th June 2024 - Future opportunity notice on Contracts Finder

## Notice URLs

- http://www.oxfordshire.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-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b3fb6cc7-4b4f-41e2-89f1-0c428206f87d.json.