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Contract Award Notice

Treasury Management Services Contract

  • First published: 08 July 2022
  • Last modified: 08 July 2022
  • Version: N/A
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Contents

Summary

OCID:
ocds-kuma6s-112250
Published by:
Flintshire County Council
Authority ID:
AA0419
Publication date:
08 July 2022
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Cefndir a chyflwyniad Daeth Cyngor Sir y Fflint, awdurdod unedol, i fodolaeth ar 1 Ebrill 1996 yn dilyn ad drefnu Llywodraeth Leol yng Nghymru. Mae gan yr Awdurdod boblogaeth o tua 156,000, ac mae’n cwmpasu arwynebedd o 43,019 hectar (166.1 milltir sgwâr). Mae’r rhanbarth yng nghornel gogledd ddwyreiniol Cymru, yn ymestyn o Aber Afon Dyfrdwy yn y gogledd, i Fryniau Clwyd yn y de. Mae Datganiad Cyfrifon 2019-20 a rhagor o wybodaeth sy’n ymwneud â Chyngor Sir y Fflint ar gael ar www.siryfflint.gov.uk Yr amrywiaeth o wasanaethau gofynnol Mae angen y gwasanaethau canlynol (‘y gwasanaethau’) ar y Cyngor, sydd wedi eu categoreiddio fel a ganlyn: - Gwasanaeth parhaus - Gwasanaeth cyfnodol - Gwasanaeth blynyddol Mae’r Cyngor yn disgwyl cael gwybod am y canlynol yn barhaus: - Rhagolygon economaidd a rhagolygon cyfradd llog - Dadansoddiad o’r farchnad a rhagolwg - Rhagolygon cyfradd llog PWLB a’r farchnad at ddibenion rheoli dyledion - Newidiadau a newidiadau posibl i statws credyd - Gwybodaeth arall am ansawdd credyd cyd-bartïon Mae angen gwasanaeth cyfnodol ar y Cyngor o ran cyngor am: - Fenthyca Hirdymor - Aildrefnu dyledion hirdymor ac ad-dalu - Strwythur portffolio dyledion - Strategaeth fuddsoddi gan gynnwys adolygiad misol ac wythnosol - Amcanestyniadau mantolen - Cymorth gydag adroddiadau gwybodaeth rheoli misol ar gyfer y Rheolwr Cyllid - Cynnal rhestr cyd-barti yn seiliedig ar y cyfyngiadau a osodwyd gan y Cyngor (cânt eu diweddaru bob mis) - Adolygiadau strategaeth (bob chwarter) - Newidiadau o ran deddfwriaeth a Chodau Ymarfer - Cyngor am gyfrifeg - Cymorth brys gyda materion trysorlys - Hyfforddiant – staff ac aelodau Yn ogystal, mae angen cyngor blynyddol ar y Cyngor am: - Adolygiad o Arferion Rheoli Trysorlys mewnol (Gwiriad Iechyd) - Polisi a Datganiad Strategaeth Rheoli Trysorlys blynyddol, adroddiadau canol blwyddyn ac adroddiadau alldro Background and introduction Flintshire County Council, a unitary authority, came into being on the 1st April 1996 following the re-organisation of Local Government in Wales, The Authority has a population of approximately 156,000 and covers an area of 43,019 hectares (166.1 square miles). The region is based in the north east corner of Wales, ranging from the Dee Estuary in the north, to the Clwydian Hills in the south. The 2019-20 Statement of Accounts and further information relating to Flintshire County Council can be found at www.flintshire.gov.uk Range of services required The Council requires the following services (‘the services’) which are categorised as follows: - An on-going service - A periodic service - An annual service The Council expects to be advised of the following on an on-going basis: - Economic and interest rate forecasts - Market analysis and outlook - PWLB and market interest rate forecasts for debt management purposes - Changes and potential changes to credit ratings - Other information on credit quality of counterparties The Council requires a periodic service in respect of advice on: - Long term borrowing - Long term debt rescheduling and repayment - Debt portfolio structure - Investment strategy including monthly and weekly review - Balance sheet projections - Assist with monthly management information reports for the Finance Manager - Maintaining a counterparty list based on the limits set by the Council (updated monthly) - Strategy reviews (quarterly) - Changes in legislation and Codes of Practice - Accounting advice - Immediate assistance with treasury issues - Training – staff and members In addition, the Council further requires annual advice on: - A review of in-house Treasury Management Practices (Health Check) - The annual Treasury Management Policy and Strategy Statement, mid-year and out-turn reports

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Flintshire County Council

County Hall, Mold,

Flintshire

CH7 6NA

UK

Christopher Taylor

+44 1352701814


https://www.flintshire.gov.uk

2 Contract Details

2.1

Title

Treasury Management Services Contract

2.2

Description of the contract

Cefndir a chyflwyniad

Daeth Cyngor Sir y Fflint, awdurdod unedol, i fodolaeth ar 1 Ebrill 1996 yn dilyn ad drefnu Llywodraeth Leol yng Nghymru.

Mae gan yr Awdurdod boblogaeth o tua 156,000, ac mae’n cwmpasu arwynebedd o 43,019 hectar (166.1 milltir sgwâr). Mae’r rhanbarth yng nghornel gogledd ddwyreiniol Cymru, yn ymestyn o Aber Afon Dyfrdwy yn y gogledd, i Fryniau Clwyd yn y de.

Mae Datganiad Cyfrifon 2019-20 a rhagor o wybodaeth sy’n ymwneud â Chyngor Sir y Fflint ar gael ar www.siryfflint.gov.uk

Yr amrywiaeth o wasanaethau gofynnol

Mae angen y gwasanaethau canlynol (‘y gwasanaethau’) ar y Cyngor, sydd wedi eu categoreiddio fel a ganlyn:

- Gwasanaeth parhaus

- Gwasanaeth cyfnodol

- Gwasanaeth blynyddol

Mae’r Cyngor yn disgwyl cael gwybod am y canlynol yn barhaus:

- Rhagolygon economaidd a rhagolygon cyfradd llog

- Dadansoddiad o’r farchnad a rhagolwg

- Rhagolygon cyfradd llog PWLB a’r farchnad at ddibenion rheoli dyledion

- Newidiadau a newidiadau posibl i statws credyd

- Gwybodaeth arall am ansawdd credyd cyd-bartïon

Mae angen gwasanaeth cyfnodol ar y Cyngor o ran cyngor am:

- Fenthyca Hirdymor

- Aildrefnu dyledion hirdymor ac ad-dalu

- Strwythur portffolio dyledion

- Strategaeth fuddsoddi gan gynnwys adolygiad misol ac wythnosol

- Amcanestyniadau mantolen

- Cymorth gydag adroddiadau gwybodaeth rheoli misol ar gyfer y Rheolwr Cyllid

- Cynnal rhestr cyd-barti yn seiliedig ar y cyfyngiadau a osodwyd gan y Cyngor (cânt eu diweddaru bob mis)

- Adolygiadau strategaeth (bob chwarter)

- Newidiadau o ran deddfwriaeth a Chodau Ymarfer

- Cyngor am gyfrifeg

- Cymorth brys gyda materion trysorlys

- Hyfforddiant – staff ac aelodau

Yn ogystal, mae angen cyngor blynyddol ar y Cyngor am:

- Adolygiad o Arferion Rheoli Trysorlys mewnol (Gwiriad Iechyd)

- Polisi a Datganiad Strategaeth Rheoli Trysorlys blynyddol, adroddiadau canol blwyddyn ac adroddiadau alldro

Background and introduction

Flintshire County Council, a unitary authority, came into being on the 1st April 1996 following the re-organisation of Local Government in Wales,

The Authority has a population of approximately 156,000 and covers an area of 43,019 hectares (166.1 square miles). The region is based in the north east corner of Wales, ranging from the Dee Estuary in the north, to the Clwydian Hills in the south.

The 2019-20 Statement of Accounts and further information relating to Flintshire County Council can be found at www.flintshire.gov.uk

Range of services required

The Council requires the following services (‘the services’) which are categorised as

follows:

- An on-going service

- A periodic service

- An annual service

The Council expects to be advised of the following on an on-going basis:

- Economic and interest rate forecasts

- Market analysis and outlook

- PWLB and market interest rate forecasts for debt management purposes

- Changes and potential changes to credit ratings

- Other information on credit quality of counterparties

The Council requires a periodic service in respect of advice on:

- Long term borrowing

- Long term debt rescheduling and repayment

- Debt portfolio structure

- Investment strategy including monthly and weekly review

- Balance sheet projections

- Assist with monthly management information reports for the Finance Manager

- Maintaining a counterparty list based on the limits set by the Council (updated monthly)

- Strategy reviews (quarterly)

- Changes in legislation and Codes of Practice

- Accounting advice

- Immediate assistance with treasury issues

- Training – staff and members

In addition, the Council further requires annual advice on:

- A review of in-house Treasury Management Practices (Health Check)

- The annual Treasury Management Policy and Strategy Statement, mid-year and out-turn reports

2.3

Notice Coding and Classification

66171000 Financial consultancy services
66600000 Treasury services
79412000 Financial management consultancy services
1023 Flintshire and Wrexham

2.4

Estimated Total Value

3 Procedure

3.1

Type of Procedure

Single stage

4 Award of Contract

4.1

Successful Bidders

4.1.1

Name and Address of successful supplier, contractor or service provider





Arlingclose

60 Moorgate,

London

EC2E6EL

UK




5 Other Information

5.1

Reference number attributed to the notice by the contracting authority

N/a

5.2

Date of Contract Award

 10-09-2021

5.3

Number of tenders received

3

5.4

Other Information

(WA Ref:122939)

5.5

Additional Documentation

N/a

5.6

Publication date of this notice:

 08-07-2022

Coding

Commodity categories

ID Title Parent category
66171000 Financial consultancy services Financial consultancy, financial transaction processing and clearing-house services
79412000 Financial management consultancy services Business and management consultancy services
66600000 Treasury services Financial and insurance services

Delivery locations

ID Description
1023 Flintshire and Wrexham

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
09 July 2021
Deadline date:
09 August 2021 00:00
Notice type:
Contract Notice
Authority name:
Flintshire County Council
Publication date:
08 July 2022
Notice type:
Contract Award Notice
Authority name:
Flintshire County Council

About the buyer

Main contact:
N/a
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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