Tender

Provision of Treasury Management Advisory Services

  • The Highland Council

F02: Contract notice

Notice identifier: 2025/S 000-063339

Procurement identifier (OCID): ocds-h6vhtk-05aaae

Published 8 October 2025, 2:25pm



Section one: Contracting authority

one.1) Name and addresses

The Highland Council

Glenurquhart Road

Inverness

IV3 5NX

Contact

Commercial and Procurement Shared Service

Email

CPSSprocurement@aberdeencity.gov.uk

Telephone

+44 1467530600

Country

United Kingdom

NUTS code

UKM50 - Aberdeen City and Aberdeenshire

Internet address(es)

Main address

http://www.highland.gov.uk

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00045

one.3) Communication

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

https://www.publiccontractsscotland.gov.uk/authority/noticecreate/Question602.aspx?ID=811935

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://www.publiccontractsscotland.gov.uk/authority/noticecreate/Question602.aspx?ID=811935

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

Provision of Treasury Management Advisory Services

Reference number

HC/COR/TM/2025

two.1.2) Main CPV code

  • 66600000 - Treasury services

two.1.3) Type of contract

Services

two.1.4) Short description

The Highland Council are inviting tenders for Treasury Management Advisory Services for a three-year period, with an option to extend by a further period of up to twelve months.

two.1.5) Estimated total value

Value excluding VAT: £88,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66600000 - Treasury services

two.2.3) Place of performance

NUTS codes
  • UKM6 - Highlands and Islands
Main site or place of performance

Inverness

two.2.4) Description of the procurement

The Highland Council are inviting tenders for Treasury Management Advisory Services for a three-year period, with an option to extend by a further period of up to twelve months.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70

Price - Weighting: 30

two.2.6) Estimated value

Value excluding VAT: £88,000

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

Duration in months

36

This contract is subject to renewal

Yes

Description of renewals

12 month option to extend

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

1 x12 month extension period

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.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

The Service Provider must be authorised and regulated by the Financial Conduct Authority (“FCA”) and is entered on the FCA register.

three.1.2) Economic and financial standing

List and brief description of selection criteria

The Bidder is required to provide the Authority with the following;

- “general” yearly turnover for the last financial three (3) years in the business area covered by the Contract; SPD 4B1a

“specific” turnover for the last financial three (3) years in the business area covered by the Contract; SPD 4B2a

The Authority will undertake a credit rating review of the successful bidder.

If in the opinion of the Authority there is too great a risk involved in contracting with an organisation, then the organisation shall Fail the Qualification – SPD.

Minimum level(s) of standards possibly required

Minimum level(s) of standards required:

The Contractor must hold (or be willing to arrange) the following insurances throughout the duration of any contract with the Authority:

- Employers Liability Insurance of not less than 5 MILLION POUNDS (GBP 5,000,000) STERLING in respect of each claim, without limit to number of claims and to comply with all relevant statutory requirements;

- Public Liability Insurance of not less than 5 MILLION POUNDS (GBP 5,000,000) STERLING in respect of each claim, without limit to number of claims;

- Professional Indemnity Insurance to the value of 2 million pounds (GBP 2,000,000) STERLING in respect of each claim, without limit to number of claims

three.1.3) Technical and professional ability

List and brief description of selection criteria

The Service Provider must be authorised and regulated by the Financial Conduct Authority (“FCA”) and is entered on the FCA register.

The Service Provider shall ensure that all personnel and other persons providing the Services are at all times properly and sufficiently qualified, competent, careful, skilled, honest, experienced, instructed and supervised as the case may be with regard to the Services and in particular to ensure adequate discharge of the Service Provider’s obligation in relation to:

- The task or tasks such a person has to perform;

- All relevant provisions of the agreement; and

- All relevant policies, rules, procedures and standards of the Council

three.2) Conditions related to the contract

three.2.1) Information about a particular profession

Execution of the service is reserved to a particular profession

Reference to the relevant law, regulation or administrative provision

The Service Provider must be authorised and regulated by the Financial Conduct Authority (“FCA”) and is entered on the FCA register.

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

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

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

Date

7 November 2025

Local time

5:00pm

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

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 4 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

7 November 2025

Local time

5:00pm

Place

Inverness


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published: September 2029

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=811935.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/

A summary of the expected community benefits has been provided as follows:

See Invitation to Tender documents

(SC Ref:811935)

Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=811935

six.4) Procedures for review

six.4.1) Review body

Inverness Sheriff Court

Inverness

Country

United Kingdom