Official UK procurement notice
Calvay HA Financial Services Agent 2025
Authority: Calvay Housing Association (Housing)
What is being bought
Published requirement descriptionThe successful Candidate will be responsible for the services to be undertaken comprising the provision of Financial Services for the Employer as detailed in the Description of Services & Requirements (refer Schedule 2) in the Tender Document.
CPV: Financial consultancy services
The lotProcurement structure
single lot · no lot value publishedLot #1The tender documents evaluated will comprise the SPD, your quality score for the TQQ;…AwardedRenewal
The tender documents evaluated will comprise the SPD, your quality score for the TQQ; and the Contract Sum stated on the Form of Tender.
The submitted SPD will be assessed as a pass or fail to identify consultants who meet the criteria. Only those consultants who achieve an SPD pass will have their tender quality and cost considered/ evaluated.
The criteria for scoring will be to reach a total percentage score as follows:
Price (tender- contract sum)- deducting 1% from 100 for every percentage point each tender rate is in excess of the lowest tender rate, prior to weighting.
Quality- out of 100 for your TQQ submission, ranked in relation to the other candidates.
The candidates will be scored relative to each other (best answer scoring highest), based on the Employer’s individual aspirations/ requirements and the information provided by the candidate(s). Additional information: Refer to Instructions to Consultants in the Tender Document at page 3.
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Published sub-criteria (2)
- TQQ Quality: 80%
- price: 20%
Published award criteria (2)
- TQQ Quality: 80
- Price: 20
- Technical & professional ability
Financial Services Agents
- Staff
- Names and qualifications of delivery staff must be submitted
- Price carries 20 of 100 points: a 10% discount moves about 2 points. The method statement decides this lot, not the discount.
Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Open procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Awarded
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- No (one-off requirement)
- First published
- 31 Mar 2025, 08:48 BST
- Last source update
- 26 Sept 2025, 12:59 BST
- Award evaluation window
- 30 Apr 2025 – …
- Authority reference
6389- FTS notice number
2025/S 000-060136- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-04fa6aFind a Tender
- Electronic trading
- e-invoicing allowed · electronic ordering · electronic payment
- Performance terms
As stated in the procurement documents
Publisher note: Refer to Instructions to Consultants in the Tender Document at page 3. (SC Ref:811390)
How it was run
Official notice- Submission deadline
- 30 Apr 2025, 12:00 BST
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bids opened
- 30 Apr 2025, 14:00 BST
Timeline
30 Apr 2025 → 26 Sept 2025 · 5 dates- Submission deadline30 Apr 2025, 12:00 BST
- Bids opened30 Apr 2025, 14:00 BST
- Contract starts1 May 2025, 00:00 BST
- Bids must remain valid until29 Jul 2025, 23:59 BST
- Notice published396 days ago26 Sept 2025, 12:59 BST
Notice history
1 event · 2 releases on Find a Tender- Status changed to complete26 Sept 2025, 12:59 BST
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| fmd financial services ltdSME | £62,530 † | — | Awarded |
Contracts
Contract 060136-2025-6389-1 · fmd financial services ltdSME
- Signed
- 26 Sept 2025
- Value
- £62,530
- Period
- … – 30 Apr 2028
- Status
- active
Bid statistics published by the authority
| Bids | SME | VCSE | Valid bid range |
|---|---|---|---|
| 2bids · 2 electronic · 2 from abroad | 2 | — | — |
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Glasgow Sheriff CourtReview body
Bidders & participating suppliers
1 commercial party on the notice- fmd financial services ltdAwarded supplier
Official documents & specifications (2)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria