Official UK procurement notice
Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support
Authority: Greatwell Homes (Public body)
What is being bought
Published requirement descriptionWe are seeking to appoint a treasury advisor, on a retainer, with knowledge and experience of working with Housing Associations registered with the Regulator of Social Housing for England and Wales to act as critical friend and subject matter expert to the Executive Management Team and the Board, advising on all aspects of treasury management within an affordable housing sector context and to also provide support and assurance on the Brixx financial modelling software and outputs.
The appointed treasury advisor will support Greatwell Homes to access the funding markets in the most cost-effective way to raise new finance to support the delivery of corporate objectives and will occasionally be required to provide additional support with the Brixx financial modelling software including training. These services are out of scope for the retainer and will be quoted separately when required.
Under the retainer we expect to receive:
•Daily, weekly and monthly rate sheets and regular market updates
•Economic Business Plan Assumptions
•Updates to the Annual Treasury Strategy
•Annual review and update of the Treasury Management Policy and associated procedures
•Regular economic commentary with a focus on the affordable housing sector
•Access to briefings and on-line webinars to build knowledge and support continued professional development
•Strategic insight and training for Board members (predominantly on-line)
•General advice and support on an ad-hoc basis
•Independent review of the Brixx financial model and stress-testing including sense check of outputs with supporting commentary
•Review of the Regulator's FFR prior to submission
•Quarterly mark to market reports and annual fair value valuations where required
•Counterparty credit information
•Support with the Resilience Plan
•Sector benchmarking where appropriate
We expect the appointment to be on a 3-year contract with two one-year options to extend (3+1+1) with the contract to be managed in accordance with the principles of procurement legislation including KPI’s where appropriate. Bidders will be expected to have in place appropriate professional indemnity insurance (minimum £1m) and policies covering EDI, sustainability and financial crimes compliance for the duration of the contract and demonstrate relevant knowledge and experience of working with the affordable housing sector.
For more information about this opportunity, please visit the Delta eSourcing portal at:
www.delta-esourcing.com/tenders/UK-UK-Wellin… ↗
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- How the procedure runs: Actual/indicative timetable is as follows: Preliminary Market Engagement Notice (published 24 November 2025) Tender Notice & selection questionnaire published 6 January 2026 Deadline to complete SQ 9 January 2026 ITT issued 12 January 2026 Opportunity for clarification questions / date for bidders clarification meetings 26 January 2026 Deadline to submit tenders - 9 February 2026 Evaluation & shortlist completed by 18 February 2026 Evaluator meetings with shortlist 25 February 2026 Preferred supplier selection and evaluation summaries issued to unsuccessful bidders 2 March 2026 Publish Tender Award Notice & commence standstill period 2 March 2026 Publish Tender Details Notice & Contract Start Date - 16 March 2026
CPV: Treasury services
The lotProcurement structure
single lot · value publishedLot #1RenewalPublished value£241,500
- Economic & financial standing
Must be authorised and registered with the Financial Conduct Authority.
- Technical & professional ability
Must have relevant knowledge of and experience working with the UK social housing sector.
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 (4)
- Knowledge & Experience: 30%
- New Finance: 20%
- Pricing: 40%
- Added Value & Social Value: 10%
Published award criteria (4)
- Knowledge & Experience: Team & Contracts
- New Finance: Access & Best Value
- Added Value & Social Value
- Pricing: For Retainer & adhoc
- Economic & financial standing
Must be authorised and registered with the Financial Conduct Authority.
- Technical & professional ability
Must have relevant knowledge of and experience working with the UK social housing sector.
- Price carries 40 of 100 points: a 10% discount moves about 4 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- Procedure method
- Competitive flexible procedure
- Legal basis
- UKPGA · 2023/54 Procurement Act 2023
- Procurement category
- Services
- Notice status
- Closed
- Procurement threshold
- Above threshold (FTS publication)
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Unspecified in notice
- Recurring procurement
- Unspecified in notice
- First published
- 24 Nov 2025, 12:05 GMT
- Last source update
- 6 Jan 2026, 12:05 GMT
- Award evaluation window
- Submission end – 2 Mar 2026
- FTS notice number
2026/S 000-000629- Latest notice
- Tender notice (UK4)
- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-05e742Find a Tender- Contract terms summary
All invoices will require a purchase order number that must be raised in advance of the invoice being received.
- How it runs
Actual/indicative timetable is as follows:
Preliminary Market Engagement Notice (published 24 November 2025)
Tender Notice & selection questionnaire published 6 January 2026
Deadline to complete SQ 9 January 2026
ITT issued 12 January 2026
Opportunity for clarification questions / date for bidders clarification meetings 26 January 2026
Deadline to submit tenders - 9 February 2026
Evaluation & shortlist completed by 18 February 2026
Evaluator meetings with shortlist 25 February 2026
Preferred supplier selection and evaluation summaries issued to unsuccessful bidders 2 March 2026
Publish Tender Award Notice & commence standstill period 2 March 2026
Publish Tender Details Notice & Contract Start Date - 16 March 2026
How it was run
Official notice- Requests to participate (first stage)
- 9 Jan 2026, 17:00 GMT
- Submission deadline
- 9 Jan 2026, 17:00 GMT
- Clarification deadline
- 8 Jan 2026, 17:00 GMT
- Submission channel
- Official e-sourcing portal
- Electronic submission
- Allowed
- Accepted languages
- en
Timeline
24 Nov 2025 → 16 Mar 2026 · 7 dates- Planning notice published337 days ago24 Nov 2025, 12:05 GMT
- Market engagement330 days ago1 Dec 2025, 23:59 GMT
Preliminary market engagement notice published to confirm interest. Estimated date to publish Tender Notice and Tender Documents is 05 December and estimated closing date for submissions is 22 December with an estimated contract start date by end of January 2026.
- Tender notice published294 days ago6 Jan 2026, 12:05 GMT
- Clarification questions by292 days ago8 Jan 2026, 17:00 GMT
- Submission deadline291 days ago9 Jan 2026, 17:00 GMT
- Award decision expected by239 days ago2 Mar 2026, 23:59 GMT
- Contract starts226 days ago16 Mar 2026
Notice history
4 events · 2 releases on Find a Tender · since 24 Nov 2025- Preliminary market engagement notice published24 Nov 2025, 12:05 GMTUK2
- Tender notice published6 Jan 2026, 12:05 GMTUK4
- Status changed to active6 Jan 2026, 12:05 GMT
- Procurement method changed6 Jan 2026, 12:05 GMT
Contracting authority & participating public bodies
Official documents & specifications (3)
Official links; attachments are not copiedTender pack and attachments
Notices published for this procedure
- Tender notice Tender notice on Find a Tender
- Preliminary market engagement notice Preliminary market engagement notice on Find a Tender