---
title: "GB-Cromer: PROC090 Treasury Advisory Services"
ocid: "ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "NORTH NORFOLK DISTRICT COUNCIL"
published: "2023-01-17"
---

# GB-Cromer: PROC090 Treasury Advisory Services

Buyer: NORTH NORFOLK DISTRICT COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-fa41fac2-feb4-451c-8583-6d03f83cf16f

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## Summary

The North Norfolk District Council is looking to procure Treasury Advisory Services for managing funds and investments. The tender titled "PROC090 Treasury Advisory Services" falls under the industry category of Treasury services. This procurement opportunity is located in Cromer, East of England. The tender is currently in the planning stage with a tender period ending on 6th February 2023 and a contract period running from 1st April 2023 to 31st March 2028.

This tender presents an opportunity for small or medium enterprises (SMEs) well-versed in providing Treasury Advisory Services to engage with the North Norfolk District Council. Businesses with expertise in financial advice, risk management, and investment strategies are suited to compete. The procurement method is an open procedure, allowing for transparent bidding processes. Interested parties should consider the procurement deadline and the specified contract period when preparing their proposals.

## Notice

The Council is seeking to procure the services of a suitably experienced contractor to carry out Treasury Advisory Services. Advice on how to keep the Council's funds secure and manage the risks associated with external investments. Up to date advice is needed throughout the contract duration on counterparties that should be included or removed from the Council's lending list, the limits for individual counterparties (amount and period of investment), alternative investment options available and which financial instruments should be used. Advice on external borrowing to minimise borrow costs. Additional information: This Tender is being conducted by Quickcall, If you are interested in bidding for this Contract please send your registered delta email address and you will be added to the Quickcall. The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/bf1abdbf-a136-476f-a1d1-74a8e06a884a |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Jan 2023 |
| Submission deadline | 6 Feb 2023 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 31 Mar 2023 - 31 Mar 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £100,000 |
| 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 | NORTH NORFOLK DISTRICT COUNCIL |
| Locality | CROMER |
| Post town | Norwich |
| Postcode | NR27 9EN |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH5 Norfolk |
| ITL 3 | TLH52 North and West Norfolk |
| Local authority | North Norfolk |
| Electoral ward | Cromer Town |
| Westminster constituency | North Norfolk |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 17 Jan 2023 at 09:45 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/bf1abdbf-a136-476f-a1d1-74a8e06a884a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/bf1abdbf-a136-476f-a1d1-74a8e06a884a
  17th January 2023 - Opportunity notice on Contracts Finder
- https://www.delta-esourcing.com/delta/respondToList.html?noticeId=751223871
  Please follow this link to view the notice.

## Provenance

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