---
title: "Treasury Advisory Service 2019 - 24"
ocid: "ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "COBALT HOUSING E-TENDERING"
published: "2018-12-19"
---

# Treasury Advisory Service 2019 - 24

Buyer: COBALT HOUSING E-TENDERING  
Current stage: Tender  
OCID: ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8)  
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## Summary

Cobalt Housing e-Tendering is seeking qualified providers for the "Treasury Advisory Service 2019 - 24" contract in the services sector, located in Liverpool, Merseyside. This tender, classified under treasury services, is currently in the active tender stage. Interested parties must submit their documents by the closing date of 18th January 2019, with the project expected to commence on 1st March 2019. The contract will have a duration of three years, with an option for a two-year extension. The total contract value is estimated at £90,000, with a minimum value of £30,000, using an open procurement method below threshold.

This tender presents significant opportunities for businesses specialising in treasury advisory services, particularly small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) that have the relevant qualifications and expertise. Companies capable of providing investment advice, credit risk management, and strategic input are well-positioned to compete for this contract. Engaging in this procurement process can help businesses expand their portfolios and establish long-term partnerships with local governmental organisations.

## Notice

Cobalt is seeking to enter into a contract with a suitably qualified provider for the provision of Treasury Advisory Services. Fees will be structured under an annual retainer fee, with prices for additional services submitted at tender stage The Service Provider it to advise on areas including investment advice, credit risk management, strategic advice, technical advice, prudential indicators, economic updates, performing monitoring and any additional reporting relevant to Cobalt Housing. The planned commencement date of the project is 1st March 2019. The duration of the contract is 3 years with an option to extend for a further 2 years The closing date for submission of documents is 18th January 2019 Additional information: Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/99961656-2784-42f0-86eb-505e890a2dc1 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 Dec 2018 |
| Submission deadline | 18 Jan 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Mar 2019 - 28 Feb 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £90,000 |
| 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 | COBALT HOUSING E-TENDERING |
| Locality | MERSEYSIDE |
| Post town | Liverpool |
| Postcode | L11 2SF |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | West Derby Muirhead |
| Westminster constituency | Liverpool Walton |
| Delivery location | TLD North West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 19 Dec 2018 at 16:04 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/99961656-2784-42f0-86eb-505e890a2dc1

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/99961656-2784-42f0-86eb-505e890a2dc1
  19th December 2018 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/cobalthousing/aspx/
  Additional information on how to apply for this contract

## 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-b85a41dd-e555-45da-926c-d360a95f23b8. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b85a41dd-e555-45da-926c-d360a95f23b8.json.