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Public tenders for financial in United Kingdom

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CPU1969 Independent Financial Advice

Nottingham City Council | Published February 7, 2017
cpvs

CPU1969 Independent Financial Advice.

Financial auditing services

City, University of London | Published February 11, 2017  -  Deadline March 7, 2017
cpvs
79212100

Financial External Audit services.

External Financial Audit Services.

External Audit Services — Financial statements

University of London | Published February 11, 2017
cpvs

External Audit Services — Financial statements.

Financial and insurance services

Nottingham City Council | Published February 7, 2017  -  Deadline March 10, 2017
cpvs
66000000

Nottingham City Council's Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.

This is an open tender to procure Independent Financial Advice to older people and vulnerable clients with assets above 75 000 GBP.

The successful provider will be a registered member of the Society of Later Life Advisers (SOLLA) and hold either a Diploma in Financial Planning or a Diploma in Regulated Financial Planning.

(Level 4)

The contract award will be based upon the most economically advantageous tender.

Financial and insurance services

Greater Manchester Evergreen 2 Limited Partnership | Published February 15, 2017  -  Deadline March 15, 2017
cpvs
66000000, 66100000

This procurement process is being run jointly by the 3 contracting authorities referred to in Section I.

This procurement process is split into 2 lots:

Lot 1 — relates to the provision of Services to the Evergreen and Evergreen 2 sub-funds; and

Lot 2 — relates to the provision of Services to the Low Carbon sub-fund.

The sub-fund sizes based on currently available funds are 60 000 000 GBP for Evergreen, 45 000 000 GBP for Evergreen 2 and 15 000 000 GBP for Low Carbon. However, the sub-fund size and scope of the Services may expand and/or contract over the term of the contract(s) to reflect changes to the funding that is made available. Such changes may include increases of up to a maximum 100 % of the currently available funds (up to 120 000 000 GBP for Evergreen, 90 000 000 GBP for Evergreen 2 and 30 000 000 GBP for Low Carbon).

The contract includes (but not limited to):

— developing the pipeline of potential projects, following the origination of potential projects from public sector partners and the successful tenderer's own network of contacts;

— monitoring compliance and risk in accordance with accountability requirements and the eligibility rules applicable to the sub-funds;

— registering and publishing all notices, statements or other instruments as may be required in relation to the sub-funds;

— maintaining the sub-funds' financial accounting books, records keeping and perform all other day-to-day operations;

— developing an investment policy and business plan for the sub-funds;

— managing the existing Evergreen portfolio to ensure the achievement of eligible expenditure, output and financial return targets;

— implementing appropriate operational decision making bodies and governance checks and balances; and

— recommending and managing appropriate exit strategies from relevant investments.

The contract includes (but are not limited to):

— developing the pipeline of potential projects, following the origination of potential projects from public sector partners and the successful tenderer's own network of contacts;

— monitoring compliance and risk in accordance with accountability requirements and the eligibility rules applicable to the sub-fund;

— registering and publishing all notices, statements or other instruments as may be required in relation to the sub-fund;

— maintaining the sub-fund's financial accounting books, records keeping and perform all other day-to-day operations;

— developing an investment policy and business plan for the sub-fund;

— implementing appropriate operational decision making bodies and governance checks and balances; and

— recommending and managing appropriate exit strategies from relevant investments.

Supply of Support and Maintenance for Financial Information Management System

Rotherham Metropolitan Borough Council | Published February 10, 2017
cpvs

Supply of Support and Maintenance for Financial Information Management System.

LGSS Schools Financial Planning Tool Framework Agreement

Cambridgeshire County Council | Published February 9, 2017
cpvs

LGSS Schools Financial Planning Tool Framework Agreement.

Empowering People Inspiring Communities — Housing and Financial Management Systems

Empowering People Inspiring Communities | Published January 25, 2017
cpvs

Empowering People Inspiring Communities — Housing and Financial Management Systems.

Exeter College — Internal Audit Services (Lot 1), Financial Statements Audit (Lot 2)

Exeter College — Building Cleaning Services | Published January 31, 2017
cpvs

Exeter College — Internal Audit Services (Lot 1), Financial Statements Audit (Lot 2).

Financial Systems and Services

University Hospital Southampton NHS Foundation Trust | Published February 6, 2016  -  Deadline April 1, 2017
cpvs

University Hospital Southampton NHS Foundation Trust (UHS) is a large NHS Trust that provides  services to some 1.9 million people living in Southampton and south Hampshire, plus specialist services such as neurosciences, cardiac services and children's intensive care to more than 3.7 million people in central southern England and the Channel Islands. The Trust employs 10,550 staff and processes 100,000 invoices per annum. 
UHS is looking for a supplier or suppliers to provide the entirety or elements of solutions to incorporate: 
 - Hosted Contract Management Software
 - Hosted Source to Contract Software
 - Hosted E-cataloguing Software
 - Hosted Supplier Management Software
 - Hosted Procurement Reporting Software 
 - Hosted Source to Payment System
 - Hosted Business Intelligence Reporting System
 - Hosted Planning and Budgeting System
 - Hosted ERP System with Multi Company and Group Reporting Capability for Accounting ((General/Payables/Receivables Ledger) 
 - Outsourced Accounts Payable Service
 - Outsourced Credit Control & Debt Recovery Service
 - Outsourced Cash Receipt & Collection Management Service
 - Outsourced VAT Return Service
 - Outsourced Payroll and Pensions Management Service

UHS is hosting a bidder information event at 14:30 on Tuesday 8th March 2016 at Southampton General Hospital. To register your interest in this event, please register your organisation on the UHS e-tendering portal (www.delta-esourcing.com) and against the corresponding entitled PQQ. (Please note: although this registration event will be called a PQQ, it is not serving the purpose of a PQQ, it is purely to register against the event). Once you have registered against the PQQ, please send me a message via the e-tendering portal to confirm your interest in the event. Please note, depending on the interest in the event, we may need to limit attendees from each organisation. I will inform of any attendee limits nearer the time.

Financial information systems

The Pensions Regulator | Published January 27, 2017
cpvs
48812000

The Pensions Regulator is looking for a Valuation and Covenant Model. Within the defined benefit pension (DB) sphere the Pensions Regulator (TPR) is seeking a solution that combines both the ability to model scheme funding and investment and to combine this with an assessment/modelling of the employer covenant. This may be delivered by one solution or separate ones. The model we procure needs to be able to deliver outputs internal use within TPR, however, in the future we may consider its applicability for external use.

Financial leasing services

Wrexham County Borough Council | Published February 9, 2017  -  Deadline February 27, 2017
cpvs
66114000

Wrexham Council is seeking bids for Finance or Operating Leasing for the acquisition of vehicle assets costing 332 225.30 GBP. The Council is looking for bids of a 5 year primary lease period. The Council will consider either lease classification for accounting purposes with a drawdown before the end of March 2017.

Financial and insurance services

Leicester City Council | Published February 14, 2017  -  Deadline March 13, 2017
cpvs
66000000

The Council would like to invite economic operators to submit a tender response on the terms set out in the Invitation to Tender for selection of a single Contractor to provide Pre-Paid Cards and associated services.

Leicester City Council is looking to appoint a provider who can supply Pre-Paid Cards and associated services.

Following a successful Pilot contract Leicester City Council would like to continue and extend the use of prepaid cards in Adults and Children's Social care and potentially introduce a Pre-Paid Card solution to other areas of the authority.

Financial systems software package

Places for People Group Ltd | Published January 31, 2017  -  Deadline February 27, 2017
cpvs
48442000

We are one of the largest property and leisure management, development and regeneration companies in the UK. In 15/16 our turnover reached 616 600 000 GBP and we achieved a profit before tax of 43 700 000 GBP. More than 50 % of Group turnover is drawn from non-social housing activities. We own or manage 152 783 homes and have assets in excess of 3 000 000 000 GBP. We employ over 11 000 people and are active in 400 local authority areas.

We have a centralised function based in Preston, England.

We are seeking to maximise the automation of our operational processes as part of this project. We wish to acquire and implement a new TMS in order to:

— Increase the efficiency of Treasury by automating processes; and

— utilise improved functionality in the system in areas such as risk management and automated accounting.

Places for People's ERP system is Unit 4 Business World (Agresso). It is therefore essential that the new Treasury Management System can interface with Agresso.

External Audit Services - Financial statements

City, University of London | Published February 12, 2017  -  Deadline March 7, 2017
cpvs
79212100

Financial External Audit services

CPU1969 Independent Financial Advice

Nottingham City Council | Published February 3, 2017  -  Deadline March 9, 2017
cpvs
660000

Nottingham City Council’s Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The service is provided under a Court of Protection Deputyship Order. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.

CPU1969 Independent Financial Advice

Nottingham City Council | Published February 6, 2017  -  Deadline March 1, 2017
cpvs
66000000,

Nottingham City Council’s Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets. Tender Documents can be found at www.eastmidstenders.org

Independent Financial Advice

NOTTINGHAM CITY COUNCIL | Published February 3, 2017  -  Deadline March 10, 2017
cpvs
66000000

Nottingham City Council's Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets. The contract period will initially be for 2 years with the option to extend for a further 3 years in yearly increments. Link to ITT https://procontract.due-north.com/Advert?advertId=79744f5c-fce9-e611-80dc-005056b64545&p=527b4bbd-5c58-e511-80ef-000c29c9ba21

SOR1000523 - Financial Services Framework - Request for Information

EMSCU Nottinghamshire Police | Published February 7, 2017
cpvs
48812000

EMSCU (East Midlands Strategic Commercial Unit) is a Commercial Team that brings together the two police procurement departments of Nottinghamshire and Northamptonshire Police requests information to be submitted as part of this RFI regarding your organisation and the services you provide. The same information will be gathered from different organisations and will be used to inform our future service model and procurement plan. EMSCU is committed to the establishment of a national framework for access to Financial and Personal Data. This will encompass the provision of direct access to databases containing the full range of information and services required by Contract Participants (The Participants) of whom we believe there are at least 7 early adopter forces. To access the RFI please visit the below website. The reference is 26719 https://uk.eu-supply.com/ctm/supplier/publictenders?B=BLUELIGHT

Accounting, auditing and fiscal services

Public Sector Audit Appointments Ltd | Published February 14, 2017  -  Deadline March 21, 2017
cpvs
79200000, 79212300, 79210000, 79212000, 79212100

The procurement will cover the audits of the accounts of all principal local government and police bodies across England that opt-in for the purposes of the appointment of auditors under the provisions of the Local Audit and Accountability Act 2014 and the requirements of the Local Audit (Appointing Person) Regulations 2015. Eligible entities include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities. Of the current 493 principal local government bodies eligible to opt in, as at 9.2.2017, 282 have responded to the invitation issued on 27 October 2016. The closing date for acceptance is 9.3.2017. PSAA expects to receive acceptances throughout the opt-in period and will maintain an up to date record of bodies joining the scheme on the PSAA website www.psaa.co.uk The audited bodies covered by the contracts may change over time.

Auditing the accounts of approximately 40 % (measured by reference to aggregate scale fees) of principal bodies that opt in to the appointing person scheme. Eligible bodies include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.

The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.

Auditing the accounts of approximately 30 % (measured by reference to aggregate scale fees) of principal bodies that opt in to the appointing person scheme. Eligible bodies include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.

The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.

The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.

Auditing the accounts of approximately 18 % (measured by reference to aggregate scale fees) of principal bodies that opt in to the appointing person scheme. Eligible bodies include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.

The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.

Auditing the accounts of approximately 6 % (measured by reference to aggregate scale fees) of principal bodies that opt in to the appointing person scheme. Eligible bodies include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.

The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.

Auditing the accounts of principal bodies that opt in to the appointing person scheme, where due to independence constraints, it is not possible for any of the five firms awarded Lots 1 to 5 to provide the audit services. Given the nature of this Lot, PSAA cannot estimate its likely value nor guarantee that the firm awarded Lot 6 will receive any work.

Eligible bodies include local councils, combined authorities, police and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.