Official UK procurement notice
Treasury and Capital Markets Advisory Services 2025
Authority: The Wheatley Housing Group Limited (Housing)
What is being bought
Published requirement descriptionTo identify suitably qualified and experienced treasury and capital market advisors to support the Wheatley Group with commercial, technical and investor relations advice alongside our legal and banking partners.
CPV: Corporate finance and venture capital services · Treasury services
The lotProcurement structure
single lot · value publishedLot #1RenewalPublished value£130,000
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 (3)
- Quality criterion: 70
- Price Criterion: 30
- price: 30
Published award criteria (3)
- Quality criterion: 70
- Price Criterion: 30
- Price: 30
- Suitability
N/A
- Economic & financial standing
Credit Check - Equifax or any other credit rating platform
Insurance Levels
Minimum: EQUIFAX Tenderers must provide current Equifax rating. It is preferential that tenderers have a current Equifax (or equal) financial report score of D or better. The Wheatley Group will utilise Equifax to assist in its determination of the organisation’s financial status and risk… - Technical & professional ability
N/A
- Staff
- Names and qualifications of delivery staff must be submitted
- Price carries 60 of 130 points: a 10% discount moves about 6 points. Quality carries 70 of 130: the paper moves it further than 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
- Closed
- 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
- 2 Jul 2025, 14:59 BST
- Last source update
- 2 Jul 2025, 14:59 BST
- Award evaluation window
- 1 Aug 2025 – …
- Authority reference
FI0005- FTS notice number
2025/S 000-036847- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-0557aeFind a Tender
- Electronic trading
- e-invoicing allowed · electronic payment
- Performance terms
Tenderers must :
Complete the SPD Document;
Accept the Terms and Conditions of the Invitation to Tender ITT;
Accept the Terms and Conditions of the SBCC Measured Term Contract. Please refer to document 7 within the tender document suite ("7. Schedule of Amendments - SBCC Measured Term);
Take cognisance of the ITT document which includes reference to all documentation that has to be completed/submitted and considered as part of this tender.
Publisher note: This contract is for a period of 2 years with an option to extend for 24 months at the sole discretion of the Group. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=800289. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: Please refer to Appendix 1 - ITT Document for details of expected community benefit (SC Ref:800289) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=800289
How it was run
Official notice- Submission deadline
- 1 Aug 2025, 12:00 BST
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bid validity
- 180 days from the deadline
- Bids opened
- 1 Aug 2025, 12:30 BST
Timeline
2 Jul 2025 → 1 Aug 2025 · 3 dates- Notice published2 Jul 2025, 14:59 BST
- Submission deadline1 Aug 2025, 12:00 BST
- Bids opened1 Aug 2025, 12:30 BST
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Glasgow Sheriff Court and Justice of the Peace CourtMediation body
- Wheatley GroupReview body
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.