Tender

Treasury Advisory Services

  • Oldham Council
  • Bolton Council
  • Bury Council
  • Greater Manchester Combined Authorities (GMCA) Manchester
  • Manchester City Council
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  • Rochdale Borough Council
  • Salford City Council
  • Stockport Council
  • Tameside Council
  • Trafford Council
  • Warrington Borough Council

F02: Contract notice

Notice identifier: 2023/S 000-004182

Procurement identifier (OCID): ocds-h6vhtk-03a4b3

Published 10 February 2023, 1:20pm



Section one: Contracting authority

one.1) Name and addresses

Oldham Council

Civic Centre, West Street

Oldham

OL1 1UT

Contact

Mrs Emily Molden

Email

emily.molden@oldham.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

http://www.oldham.gov.uk/

Buyer's address

http://www.oldham.gov.uk/

one.1) Name and addresses

Bolton Council

Bolton

Email

purchasing.admin@bolton.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://www.bolton.gov.uk

one.1) Name and addresses

Bury Council

Bury

Email

corporateprocurement@bury.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.bury.gov.uk/

one.1) Name and addresses

Greater Manchester Combined Authorities (GMCA) Manchester

Manchester

Email

enquiries@greatermanchester-ca.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.greatermanchester-ca.gov.uk/

one.1) Name and addresses

Manchester City Council

Manchester

Email

procurement@manchester.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.manchester.gov.uk/

one.1) Name and addresses

Rochdale Borough Council

Rochdale

Email

procurement@star-procurement.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.rochdale.gov.uk

one.1) Name and addresses

Salford City Council

Salford

Email

procurement@salford.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.salford.gov.uk

one.1) Name and addresses

Stockport Council

Stockport

Email

procurement@star-procurement.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.stockport.gov.uk/

one.1) Name and addresses

Tameside Council

Ashton Under Lyne

Email

procurement@star-procurement.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.tameside.gov.uk/

one.1) Name and addresses

Trafford Council

Trafford

Email

procurement@star-procurement.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.trafford.gov.uk/Home.aspx

one.1) Name and addresses

Warrington Borough Council

Warrington

Email

contact@warrington.gov.uk

Country

United Kingdom

Region code

UKD3 - Greater Manchester

Internet address(es)

Main address

https://www.warrington.gov.uk/

one.2) Information about joint procurement

The contract involves joint procurement

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.the-chest.org.uk/

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://www.the-chest.org.uk/

one.4) Type of the contracting authority

Regional or local authority

one.5) Main activity

General public services


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Treasury Advisory Services

Reference number

DN655747

two.1.2) Main CPV code

  • 66600000 - Treasury services

two.1.3) Type of contract

Services

two.1.4) Short description

Oldham Council (lead authority) wish to appoint a Supplier to provide treasury advisory services on behalf of the following authorities:

• Bolton Council

• Bury Council

• Greater Manchester Combined Authorities

• Manchester City Council

• Oldham Council

• Rochdale Metropolitan Borough Council

• Salford City Council

• Stockport Council

• Tameside Metropolitan Borough Council

• Trafford Council

• Warrington Borough Council

two.1.5) Estimated total value

Value excluding VAT: £660,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.3) Place of performance

NUTS codes
  • UKD3 - Greater Manchester

two.2.4) Description of the procurement

The role of the Supplier is to work with a number of authorities linked to the Greater Manchester area. It will involve working with treasury management staff to add value to its treasury management activities and ensure that each authority complies with the CIPFA Prudential and Treasury Management Codes.

There should be clear benefits for each authority participating in the form of; better decisions, savings from cheaper borrowing, savings from debt restructuring, improved investment returns, more robust systems and procedures, and skills transfer from the consultant to the authority. It is envisaged that the financial benefits to each authority participating will substantially outweigh the cost of contract.

Further information can be found in the procurement documents which can be accessed via the Chest portal (www.the-chest.org.uk). Please note the Council do not accept telephone or email queries, these must be raised via the Chest portal.

two.2.5) Award criteria

Quality criterion - Name: Quality/Technical Capacity / Weighting: 55%

Quality criterion - Name: Social Value / Weighting: 10%

Price - Weighting: 35%

two.2.6) Estimated value

Value excluding VAT: £660,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

Yes

Description of renewals

The initial contract is for 3 years with an option 1 year extension.

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents

three.2) Conditions related to the contract

three.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

Framework agreement with a single operator

In the case of framework agreements, provide justification for any duration exceeding 4 years:

N/A

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

13 March 2023

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.7) Conditions for opening of tenders

Date

13 March 2023

Local time

12:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: Yes

six.4) Procedures for review

six.4.1) Review body

Oldham Council

Oldham

Country

United Kingdom