--- title: "Financial Advisors for Rail Matters" ocid: "ocds-h6vhtk-02ced2" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ced2" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ced2.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ced2.json" source: "Find A Tender Service" current_stage: "Tender" buyer: "MERSEYTRAVEL" published: "2021-07-30" --- # Financial Advisors for Rail Matters Buyer: MERSEYTRAVEL Current stage: Tender OCID: ocds-h6vhtk-02ced2 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ced2) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02ced2.json) ## Summary Merseytravel is currently seeking a single Financial Services firm to serve as its principal external financial advisors on rail-related matters. The contract, formally titled "Financial Advisors for Rail Matters", will be awarded under an open procurement method and is classified under financial consultancy services. The tender period concludes on 1st September 2021, with the contract duration set for three years. This tender process is located in the UK, specifically in Liverpool, where the buyers are initiating this procurement to better support various teams within Merseytravel and the Liverpool City Region Combined Authority (LCRCA). This tender presents substantial opportunities for financial services firms with expertise in rail operations and consultancy, especially those that can collaborate effectively with various internal teams and external specialists. Businesses that excel in providing strategic financial advice, particularly in transport and infrastructure, would be well-positioned to compete for this contract. The ability to upskill client teams while ensuring aligned efforts in delivering cohesive advisory services will be crucial for prospective bidders. ## Notice Merseytravel wishes to appoint a single Financial Services firm to act as its principal external financial advisors in relation to rail matters for a period of 3 years. The appointed financial advisors, together with externally appointed commercial,legal and technical advisors as appropriate, will advise a variety of staff within Merseytravel and LCRCA including: * Directors * Integrated Transport and Rail Teams * Rolling Stock Team * OLR Team * Legal Team * Finance Team It will be vital to form coherent and cohesive working teams and ensure that advice and workstreams are aligned throughout the organisation. Given the technical and specialist nature of rail operations, the appointed financial advisors may be required to advise in conjunction with other external consultants including commercial, legal and technical advisors. In delivering the services financial advisors will also be required to work closely with members of Merseytravel's internal finance team and where possible help to upskill them in relevant areas and disciplines. ### Lot Information Lot 1 Merseytravel wishes to appoint a single Financial Services firm to act as its principal external financial advisors in relation to rail matters for a period of 3 years. The appointed financial advisors, together with externally appointed commercial,legal and technical advisors as appropriate, will advise a variety of staff within Merseytravel and LCRCA including: * Directors * Integrated Transport and Rail Teams * Rolling Stock Team * OLR Team * Legal Team * Finance Team It will be vital to form coherent and cohesive working teams and ensure that advice and workstreams are aligned throughout the organisation. Given the technical and specialist nature of rail operations, the appointed financial advisors may be required to advise in conjunction with other external consultants including commercial, legal and technical advisors. In delivering the services financial advisors will also be required to work closely with members of Merseytravel's internal finance team and where possible help to upskill them in relevant areas and disciplines. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/018276-2021 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 30 Jul 2021 | | Submission deadline | 1 Sep 2021 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Active | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | MERSEYTRAVEL | | Locality | LIVERPOOL | | Post town | Liverpool | | Postcode | L3 1BP | | Country | England | | ITL 1 | TLD North West (England) | | ITL 2 | TLD7 Merseyside | | ITL 3 | TLD72 Liverpool | | Local authority | Liverpool | | Electoral ward | Waterfront South | | Westminster constituency | Liverpool Riverside | | Delivery location | TLD North West (England) | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66171000 - Financial consultancy services ## Release History - 30 Jul 2021 at 13:58 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/018276-2021 ## Notice URLs - http://www.merseytravel.gov.uk - http://www.merseytravel.gov.uk/ - http://www.the-chest.org.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-h6vhtk-02ced2. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02ced2.json.