Treasury and Capital Markets Advisory Services 2025

{
  "buyer": {
    "id": "GB-FTS-3314",
    "name": "The Wheatley Housing Group Limited"
  },
  "date": "2025-07-02T14:59:43+01:00",
  "description": "This contract is for a period of 2 years with an option to extend for 24 months at the sole discretion of the Group.\nEconomic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public\nContracts (Scotland) Regulations 2015.\nNOTE: 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.\nThe 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.\nSuppliers 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.\nCommunity benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/\nA summary of the expected community benefits has been provided as follows:\nPlease refer to Appendix 1 - ITT Document for details of expected community benefit\n(SC Ref:800289)\nDownload the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=800289",
  "id": "036847-2025",
  "initiationType": "tender",
  "language": "en",
  "links": [
    {
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000800289",
      "rel": "canonical"
    }
  ],
  "ocid": "ocds-h6vhtk-0557ae",
  "parties": [
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G1 1HL",
        "region": "UKM82",
        "streetAddress": "25 Cochrane Street"
      },
      "contactPoint": {
        "email": "neve.beaton@wheatley-group.com",
        "telephone": "+44 8004797979",
        "url": "http://www.publiccontractsscotland.gov.uk"
      },
      "details": {
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10306",
        "classifications": [
          {
            "description": "Body governed by public law",
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE"
          },
          {
            "description": "Housing and community amenities",
            "id": "06",
            "scheme": "COFOG"
          }
        ],
        "url": "http://www.wheatley-group.com"
      },
      "id": "GB-FTS-3314",
      "identifier": {
        "legalName": "The Wheatley Housing Group Limited"
      },
      "name": "The Wheatley Housing Group Limited",
      "roles": [
        "buyer"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G1 1HL",
        "streetAddress": "25 Cochrane Street"
      },
      "contactPoint": {
        "email": "neve.beaton@wheatley-group.com"
      },
      "details": {
        "url": "http://www.wheatley-group.com"
      },
      "id": "GB-FTS-54209",
      "identifier": {
        "legalName": "Wheatley Group"
      },
      "name": "Wheatley Group",
      "roles": [
        "reviewBody"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G5 9DA",
        "streetAddress": "1 Calton Place"
      },
      "id": "GB-FTS-54210",
      "identifier": {
        "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
      },
      "name": "Glasgow Sheriff Court and Justice of the Peace Court",
      "roles": [
        "mediationBody"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "awardPeriod": {
      "startDate": "2025-08-01T12:30:00+01:00"
    },
    "bidOpening": {
      "address": {
        "streetAddress": "Glasgow"
      },
      "date": "2025-08-01T12:30:00+01:00",
      "description": "Group Procurement Officer, electronically"
    },
    "classification": {
      "description": "Corporate finance and venture capital services",
      "id": "66122000",
      "scheme": "CPV"
    },
    "contractTerms": {
      "electronicInvoicingPolicy": "allowed",
      "hasElectronicPayment": true,
      "performanceTerms": "Tenderers must :\nComplete the SPD Document;\nAccept the Terms and Conditions of the Invitation to Tender ITT;\nAccept 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);\nTake cognisance of the ITT document which includes reference to all documentation that has to be completed/submitted and considered as part of this tender."
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "To 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.",
    "hasRecurrence": false,
    "id": "FI0005",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Corporate finance and venture capital services",
            "id": "66122000",
            "scheme": "CPV"
          },
          {
            "description": "Treasury services",
            "id": "66600000",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM"
          }
        ],
        "deliveryLocation": {
          "description": "Edinburgh, Lothian, Livingston and Whitburn geographical areas of Scotland"
        },
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "description": "70",
              "name": "Quality criterion",
              "type": "quality"
            },
            {
              "description": "30",
              "name": "Price Criterion",
              "type": "quality"
            },
            {
              "description": "30",
              "type": "price"
            }
          ]
        },
        "contractPeriod": {
          "durationInDays": 720
        },
        "description": "To 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.",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "Option to extend for a further 2 years at Wheatley\u0027s discretion. (2+2 year term)"
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "value": {
          "amount": 130000,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure",
    "selectionCriteria": {
      "criteria": [
        {
          "appliesTo": [
            "supplier"
          ],
          "description": "N/A",
          "type": "suitability"
        },
        {
          "appliesTo": [
            "supplier"
          ],
          "description": "Credit Check - Equifax or any other credit rating platform\nInsurance Levels",
          "minimum": "EQUIFAX\nTenderers must provide current Equifax rating.\nIt is preferential that tenderers have a current Equifax (or equal) financial report score of D or better.\nThe Wheatley Group will utilise Equifax to assist in its determination of the organisation\u2019s financial status and risk. It is recommended that Tenderers review their own Equifax Score in advance of submitting their Tender submission. If, following this review, Tenderers consider that the Equifax Score does not reflect their current financial status, the Bidder should attach a document to their tender submission, clearly referenced, giving a detailed explanation, together with any relevant supporting independent evidence. The Wheatley Group will review any such information as part of the evaluation of Tenderers financial status.\nOrganisations that do not have a subscription account with Equifax will not have access to their Equifax grade at the time of tender submission. Therefore, these bidders can respond by providing details of their credit rating from any platform they have access to.\nINSURANCE\nTenderers must confirm:\nThe under-noted insurance provision being in place or provide confirmation that in the event of success in the tender process, the under-noted insurance provision will be put in place:\nEmployers Liability to a minimum indemnity of GBP5,000,000\nPublic Liability to a minimum indemnity of GBP5,000,000\nProfessional Indemnity insurance to a minimum indemnity of GBP5,000,000 in the aggregate\nWhere a Tenderer does not hold or commit to obtaining the types and levels of insurance indicated, the Wheatley Group will exclude the Tender from the competition.",
          "type": "economic"
        },
        {
          "appliesTo": [
            "supplier"
          ],
          "description": "N/A",
          "type": "technical"
        }
      ]
    },
    "status": "active",
    "submissionMethod": [
      "electronicSubmission"
    ],
    "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
    "submissionTerms": {
      "bidValidityPeriod": {
        "durationInDays": 180
      },
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2025-08-01T12:00:00+01:00"
    },
    "title": "Treasury and Capital Markets Advisory Services 2025",
    "value": {
      "amount": 130000,
      "currency": "GBP"
    }
  }
}