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AwardedFind a Tender · award

Treasury Advisory Services

Buyer: Essex County Council →

BuyerEssex County Council
StatusAwarded
DeadlineNot published
ValueValue not published
Published5 Sept 2025

What is being bought

We are seeking a treasury management advisor who will: Ensure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; Work with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and Provide additional advisory support, at an agreed rate, in relation to treasury management and related activity

Delivery location

UKH3

Categories

Financial consultancy services 66171000

Lot details

Lot 1

We are seeking a treasury management advisor who will: Ensure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; Work with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and Provide additional advisory support, at an agreed rate, in relation to treasury management and related activity

Statuscancelled

Award criteria
price

What is included

ItemCategoryQuantity
1Not publishedNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 66. The category anchor is Financial consultancy services (66171000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 662,7583 median · 17.2 average (1,184 of 2,758 with a bid count)2.5 average (1,316 of 2,758 with named award suppliers)Not published
Same buyer0Not publishedNot publishedNot published
Delivery region: UKH3353 median · 9.7 average (21 of 35 with a bid count)3.2 average (21 of 35 with named award suppliers)Not published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNot published
Procurement method rationaleA call off from ESPO Framework 664_21 Lot 2F. Expressions of interest requested, one response received by deadline and direct award procedure followed in line with framework guidance and ECC's policies and procedures.
Rationale classificationsThe procurement falls outside the scope of application of the directive
Special regimeNot published
Covered byGPA
Submission policyNot published
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Awards

Contracts

054414-2025-1

Statusactive
Value£47,067

Documents & submission route

No documents are published in the current source record.

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-059542
Latest release ID054414-2025
Latest release timestampFri Sep 05 2025 15:26:08 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statuscomplete
Procurement methodlimited
Procurement method detailsAward procedure without prior publication of a call for competition
Main procurement categoryservices
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release1
Contracts in latest release1
Parties in latest release3

Notice history

DateEventReference
5 Sept 2025award, contract054414-2025

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
{
  "id": "054414-2025",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "value": 1,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
        "id": "2",
        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
      },
      {
        "id": "3",
        "value": 1,
        "measure": "electronicBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2025-09-05T16:26:08+01:00",
  "ocid": "ocds-h6vhtk-059542",
  "buyer": {
    "id": "GB-FTS-152991",
    "name": "Essex County Council"
  },
  "awards": [
    {
      "id": "054414-2025-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-COH-02605568",
          "name": "MUFG Corporate Markets"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "E008PC",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "description": "We are seeking a treasury management advisor who will:\nEnsure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; \nWork with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and \nProvide additional advisory support, at an agreed rate, in relation to treasury management and related activity",
        "awardCriteria": {
          "criteria": [
            {
              "type": "price"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKH3"
          }
        ]
      }
    ],
    "title": "Treasury Advisory Services",
    "status": "complete",
    "coveredBy": [
      "GPA"
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "We are seeking a treasury management advisor who will:\nEnsure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; \nWork with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and \nProvide additional advisory support, at an agreed rate, in relation to treasury management and related activity",
    "classification": {
      "id": "66171000",
      "scheme": "CPV",
      "description": "Financial consultancy services"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "A call off from ESPO Framework 664_21 Lot 2F. Expressions of interest requested, one response received by deadline and direct award procedure followed in line with framework guidance and ECC's policies and procedures.",
    "procurementMethodRationaleClassifications": [
      {
        "id": "D_OUTSIDE_SCOPE",
        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
      }
    ]
  },
  "parties": [
    {
      "id": "GB-FTS-152991",
      "name": "Essex County Council",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKH36",
        "locality": "Chelmsford",
        "postalCode": "CM11QH",
        "countryName": "United Kingdom",
        "streetAddress": "County Hall, Market Road"
      },
      "details": {
        "url": "https://www.essex.gov.uk/",
        "classifications": [
          {
            "id": "REGIONAL_AUTHORITY",
            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
          },
          {
            "id": "01",
            "scheme": "COFOG",
            "description": "General public services"
          }
        ]
      },
      "identifier": {
        "legalName": "Essex County Council",
        "noIdentifierRationale": "notOnAnyRegister"
      },
      "contactPoint": {
        "email": "joshua.carter@essex.gov.uk"
      }
    },
    {
      "id": "GB-COH-02605568",
      "name": "MUFG Corporate Markets",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UK",
        "locality": "Leeds",
        "countryName": "United Kingdom"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "id": "02605568",
        "scheme": "GB-COH",
        "legalName": "MUFG Corporate Markets"
      }
    },
    {
      "id": "GB-FTS-92",
      "name": "Royal Courts of Justice",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "countryName": "United Kingdom"
      },
      "identifier": {
        "legalName": "Royal Courts of Justice"
      }
    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "054414-2025-1",
      "value": {
        "amount": 47066.67,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "054414-2025-1",
      "dateSigned": "2025-08-29T00:00:00+01:00"
    }
  ],
  "initiationType": "tender"
}
Complete JSON history (1 releases)
5 Sept 2025 · 054414-2025 · award, contract
{
  "id": "054414-2025",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "value": 1,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
        "id": "2",
        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
      },
      {
        "id": "3",
        "value": 1,
        "measure": "electronicBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2025-09-05T16:26:08+01:00",
  "ocid": "ocds-h6vhtk-059542",
  "buyer": {
    "id": "GB-FTS-152991",
    "name": "Essex County Council"
  },
  "awards": [
    {
      "id": "054414-2025-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-COH-02605568",
          "name": "MUFG Corporate Markets"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "E008PC",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "description": "We are seeking a treasury management advisor who will:\nEnsure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; \nWork with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and \nProvide additional advisory support, at an agreed rate, in relation to treasury management and related activity",
        "awardCriteria": {
          "criteria": [
            {
              "type": "price"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKH3"
          }
        ]
      }
    ],
    "title": "Treasury Advisory Services",
    "status": "complete",
    "coveredBy": [
      "GPA"
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "We are seeking a treasury management advisor who will:\nEnsure that our in-house treasury management team has the information it needs in order to make sound decisions on our day-to-day investment and borrowing activities, and to comply with regulatory and professional best practice; \nWork with our in-house treasury management team to help shape and implement our treasury management strategy over the medium term, with a particular focus on achieving value for money, whilst ensuring that these activities are also undertaken in a responsible and sustainable way; and \nProvide additional advisory support, at an agreed rate, in relation to treasury management and related activity",
    "classification": {
      "id": "66171000",
      "scheme": "CPV",
      "description": "Financial consultancy services"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "A call off from ESPO Framework 664_21 Lot 2F. Expressions of interest requested, one response received by deadline and direct award procedure followed in line with framework guidance and ECC's policies and procedures.",
    "procurementMethodRationaleClassifications": [
      {
        "id": "D_OUTSIDE_SCOPE",
        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
      }
    ]
  },
  "parties": [
    {
      "id": "GB-FTS-152991",
      "name": "Essex County Council",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKH36",
        "locality": "Chelmsford",
        "postalCode": "CM11QH",
        "countryName": "United Kingdom",
        "streetAddress": "County Hall, Market Road"
      },
      "details": {
        "url": "https://www.essex.gov.uk/",
        "classifications": [
          {
            "id": "REGIONAL_AUTHORITY",
            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
          },
          {
            "id": "01",
            "scheme": "COFOG",
            "description": "General public services"
          }
        ]
      },
      "identifier": {
        "legalName": "Essex County Council",
        "noIdentifierRationale": "notOnAnyRegister"
      },
      "contactPoint": {
        "email": "joshua.carter@essex.gov.uk"
      }
    },
    {
      "id": "GB-COH-02605568",
      "name": "MUFG Corporate Markets",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UK",
        "locality": "Leeds",
        "countryName": "United Kingdom"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "id": "02605568",
        "scheme": "GB-COH",
        "legalName": "MUFG Corporate Markets"
      }
    },
    {
      "id": "GB-FTS-92",
      "name": "Royal Courts of Justice",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "countryName": "United Kingdom"
      },
      "identifier": {
        "legalName": "Royal Courts of Justice"
      }
    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "054414-2025-1",
      "value": {
        "amount": 47066.67,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "054414-2025-1",
      "dateSigned": "2025-08-29T00:00:00+01:00"
    }
  ],
  "initiationType": "tender"
}