---
title: "Financial Planning & Treasury Management Advice"
ocid: "ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "THIRTEEN HOUSING GROUP LIMITED"
published: "2018-07-27"
---

# Financial Planning & Treasury Management Advice

Buyer: THIRTEEN HOUSING GROUP LIMITED  
Current stage: Award  
OCID: ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb

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## Summary

The procurement process involves a tender initiated by Thirteen Housing Group Limited for Financial Planning & Treasury Management Advice, with a total contract value of £50,000. This service falls under the category of Treasury services and is located in Stockton-on-Tees, North East England. The tender period ended on 6th July 2018, and the contract is set to commence on 1st August 2018, lasting until 31st July 2020. The procurement method utilised is a limited competitive quotation, aimed at soliciting proposals from interested suppliers in line with the specified requirements.

This tender presents an opportunity for small and medium-sized enterprises (SMEs) specialising in financial planning and treasury management to strengthen their market position. Firms that are equipped to offer comprehensive financial services and have experience in public sector contracts will be well-suited to compete. Additionally, businesses that emphasise innovative solutions and cost-effective strategies could stand out in their proposals, increasing their chances of securing contracts with Thirteen Housing Group Limited.

## Notice

This quotation is for Financial Planning & Treasury Management Advice (hereinafter "the Service") to Thirteen Housing Group ("THG") Registered society under the Co-operative and Community Benefit Societies Act 2014. The purpose of this quotation is to provide all interested parties with the opportunity to propose an accurately priced solution for the provision of Financial Planning & Treasury management advice in accordance with the Specification of requirements, terms and conditions of contract. Additional information: Please express interest at www.housingprocurement.co.uk where documents will be available to view.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c2b1712c-fc56-4950-8d3a-d49cabde7478 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Limited |
| Procurement method details | Competitive quotation (below threshold) |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Jul 2018 |
| Submission deadline | 6 Jul 2018 |
| Future notice date | Not specified |
| Award date | 18 Jul 2018 |
| Contract period | 31 Jul 2018 - 31 Jul 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | Not specified |
| Awards value | £44,685 |
| 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 | THIRTEEN HOUSING GROUP LIMITED |
| Locality | STOCKTON-ON-TEES |
| Post town | Cleveland |
| Postcode | TS2 1QG |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC3 Tees Valley |
| ITL 3 | TLC32 South Teesside |
| Local authority | Middlesbrough |
| Electoral ward | Central |
| Westminster constituency | Middlesbrough and Thornaby East |
| Delivery location | TLC North East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | DAVID TOLSON PARTNERSHIP |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 27 Jul 2018 at 14:17 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/c2b1712c-fc56-4950-8d3a-d49cabde7478
- 22 Jun 2018 at 13:44 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/9fd93664-d558-44bb-adb5-bc401fb583fe

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/c2b1712c-fc56-4950-8d3a-d49cabde7478
  27th July 2018 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/9fd93664-d558-44bb-adb5-bc401fb583fe
  22nd June 2018 - Opportunity notice on Contracts Finder
- http://www.housingprocurement.co.uk
  Portal address

## 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-fec5a4cd-b012-4834-9cef-40fe696b86cb. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-fec5a4cd-b012-4834-9cef-40fe696b86cb.json.