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CWC22161 Treasury Management

Wolverhampton City Council Published 24 Oct 2022 Contracts Finder

key details

Statuscomplete
Category (CPV) 66000000 +1 more
Deadline25 Nov 2022
Contract start1 Jan 2023
Contract end31 Dec 2027
Procedureopen
SME suitableYes
OCIDocds-b5fd17-0ac63ebf-71a3-4f1a-8be8-43c4c6f1d3e7

Award

SupplierValueDateStatus
Link Treasury Services Limited £97,500 31 Dec 2022 active

description

City of Wolverhampton Council is seeking to appoint an organisation to act as a Treasury Management Advisor.

This will be an initial term of three (3) years with the option for two (2), one (1) year extensions. The total contract will not exceed five (5) years

The successful company will provide interest rate forecasts and advise on the formulation of suitable borrowing and investment strategies utilising the strategic options available to it appropriate to the Council's financial objectives

The successful company will advise on debt rescheduling, volatility and maturity profile analysis. Advice on investment counterparty creditworthiness, including provision of prudent parameters established in light of information from the UK's leading credit rating agencies, various other analysts as appropriate and other appropriate market intelligence in light of recent Audit Commission and Chartered Institute Public Finance and Accountancy (CIPFA) publications shall be provided to City of Wolverhampton Council. Reports and analyses are to be provided weekly or when practicable. Details of any individual counterparty credit rating changes to be advised, as a matter of urgency, as they occur.

documents

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notice history

1 notice published against this procurement.

PublishedTypeRegimeNotice
17 Jan 2023 Award (award) · 19ab9272-f7a3-4d85-a3b4-c787bbc9f580-606143

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