Issue details

Treasury Management Consultancy Services

The purpose of the report is to gain approval for the award of a contract to an appropriately qualified organisation for the provision of treasury management consultancy services that meets all the specified requirements; the current contract is due to expire on 31 March 2023.

Decision type: Key

Decision status: Recommendations Approved

Notice of proposed decision first published: 10/05/2023

Decision due: 31 Mar 2023 by Director of Finance

Lead member: Cabinet Member - Finance, Corporate Services and Sustainability and Deputy Leader

Contact: Lee Walsh, Director of Finance Email: lee.walsh@oldham.gov.uk Email: lee.walsh@oldham.gov.uk.

Consultation process

Initial consultation was conducted via GMAMT (Greater Manchester Association of Municipal Treasurers). Once it was established that there was interest from within AGMA, Oldham Council consulted with treasury staff at AGMA and associate Authorities.
Regular consultation was undertaken between all interested parties in terms of specification, evaluation criteria and timing of the tender process.
The Cabinet Member for Finance and Low Carbon has been advised of the process as it has progressed.
Finance, Legal and Procurement Officers have also been consulted.

Decisions