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PROCUREMENT OPPORTUNITY

Treasury and Capital Markets Advisory Services 2025

The Wheatley Housing Group Limited · compiled

Tender information last checkedLast checked 30 Sept 2026, 05:23.

Opportunity overview

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.

Classification

  • CPV66122000 — Corporate finance and venture capital services
  • CPV66600000 — Treasury services

Lots

  • 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.£130k

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
FI0005
Status
active
Has Recurrence
No
Procurement Method
open
Main Procurement Category
services
Procurement Method Details
Open procedure

Covered By

GPA

Bid Opening

Date
1 Aug 2025, 12:30
Description
Group Procurement Officer, electronically

Address

Street Address
Glasgow

Legal basis

Id
32014L0024
Scheme
CELEX

Expected award period

Starts
1 Aug 2025, 12:30

Tender Period

Ends
1 Aug 2025, 12:00

Contract terms

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.
Has Electronic Payment
Yes
Electronic Invoicing Policy
allowed

Classification

Id
66122000
Scheme
CPV
Description
Corporate finance and venture capital services

Submission terms

Languages

en

Bid Validity Period

Duration In Days
180

Submission Method

electronicSubmission

Other Requirements

Requires Staff Names And Qualifications
Yes

Selection criteria

Criteria

Criterion 1
Type
suitability
Description
N/A

Applies To

supplier
Criterion 2
Type
economic
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. 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. Organisations 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. INSURANCE Tenderers must confirm: The 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: Employers Liability to a minimum indemnity of GBP5,000,000 Public Liability to a minimum indemnity of GBP5,000,000 Professional Indemnity insurance to a minimum indemnity of GBP5,000,000 in the aggregate Where 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.
Description
Credit Check - Equifax or any other credit rating platform Insurance Levels

Applies To

supplier
Criterion 3
Type
technical
Description
N/A

Applies To

supplier

Lots and requirements

Entry 1
Id
1
Status
active
Has Options
No
Has Renewal
Yes
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.

Value

Amount
130,000
Currency
GBP

Renewal

Description
Option to extend for a further 2 years at Wheatley's discretion. (2+2 year term)

Award criteria

Criteria

Criterion 1
Name
Quality criterion
Type
quality
Description
70
Criterion 2
Name
Price Criterion
Type
quality
Description
30
Criterion 3
Type
price
Description
30

Contract period

Duration In Days
720

Submission terms

Variant Policy
notAllowed

Items and delivery

Item 1
Id
1
Related Lot
1

Delivery Location

Description
Edinburgh, Lothian, Livingston and Whitburn geographical areas of Scotland

Delivery locations

Entry 1
Region
UKM

Additional Classifications

Entry 1
Id
66122000
Scheme
CPV
Description
Corporate finance and venture capital services
Entry 2
Id
66600000
Scheme
CPV
Description
Treasury services

Buyer, suppliers and contacts

Organisation 1
Id
GB-FTS-3314
Name
The Wheatley Housing Group Limited

Roles

buyer

Address

Region
UKM82
Locality
Glasgow
Postal Code
G1 1HL
Country Name
United Kingdom
Street Address
25 Cochrane Street

Details

Classifications

Entry 1
Id
BODY_PUBLIC
Scheme
TED_CA_TYPE
Description
Body governed by public law
Entry 2
Id
06
Scheme
COFOG
Description
Housing and community amenities

Identifier

Legal Name
The Wheatley Housing Group Limited

Contact

Telephone
+44 8004797979
Organisation 2
Id
GB-FTS-54209
Name
Wheatley Group

Roles

reviewBody

Address

Locality
Glasgow
Postal Code
G1 1HL
Country Name
United Kingdom
Street Address
25 Cochrane Street

Details

Identifier

Legal Name
Wheatley Group

Contact

Organisation 3
Id
GB-FTS-54210
Name
Glasgow Sheriff Court and Justice of the Peace Court

Roles

mediationBody

Address

Locality
Glasgow
Postal Code
G5 9DA
Country Name
United Kingdom
Street Address
1 Calton Place

Identifier

Legal Name
Glasgow Sheriff Court and Justice of the Peace Court

Recorded locations

  • Buyer location · Glasgow · UKM82 · G1 1HL · United Kingdom
  • Delivery location · UKM

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. ocds-h6vhtk-0557ae-2025-07-02T14:59:43+01:00compiled ·