RFP QuestBeta
Awarded · ResultStage · contract

London Borough of Merton

Treasury management consultancy services

Financial ServicesCPV 66600000 79412000
Value£65k
Awarded23 Dec 2020
Published20 Jan 2021
RegionLondon
Outcome — awarded

This is a contract result notice, not an open opportunity. Details from the official award data.

Contract value in context
£65ktotal contract value
median £150k
this tender£0£4.7m

This sits in the lower-middle of the Financial & Insurance Services band — a mid-scale opportunity. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

The brief

The contractor will offer advice on investment trends, developments and opportunities consistent with the Council's chosen strategy.

These should include:\r \r • Specific market trends and opportunities.\r • Advising early on, whether investments should be used for debt redemption\r • Monthly reports illustrating that the consultancy have monitored and analysed our\r portfolio.\r • Priorities being security, followed by liquidity, followed by yield.\r \r The contractor will take into consideration the latest economic and financial environment which may impact on the Council's borrowing and investment strategies.

Requirements

What the notice asks for

01

Advising early on, whether investments should

Advising early on, whether investments should be used for debt redemption\r.

Sentences from the notice that state an obligation, surfaced automatically and shown in the order they appear. Not an exhaustive list — always confirm against the tender documents.

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Source & provenance
OCID
8824e329-151a-48fe-91f5-002e24bf405f
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
MRTN001-DN512648-01765586
View the original notice on Contracts Finder

Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.

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