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Finance Management Services

Buyer: Easthall Park Housing Co-operative →

Participate on publiccontractsscotland.gov.uk ↗External submission platform

BuyerEasthall Park Housing Co-operative
StatusClosed
Deadline10 Jun 2022
Value£150,000
Published26 Apr 2022

What is being bought

Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.

Delivery location

UKM82

Categories

Financial consultancy, financial transaction processing and clearing-house services 66170000Financial and insurance services 66000000

Lot details

Lot 1

Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services. The tender is being conducted asa single stage 'Open Procedure' meaning tenderers must submit their completed SPD along with tender returns. Suppliers interested in working with the public sector can get information on preparing tenders and understanding the process from the Public Contracts Scotland website www.supplierjourney.scot. In addition, general support, advice and guidance on completing public sector tenders specifically for Scottish SMEs is available from the Supplier Development Programme www.sdpsscotland.co.uk The contract is anticipated to run for an initial period of one year commencing on 1 September 2022 with provision for two possible extensions each for a further 12 months if mutually agreed and depending f performance and the outcome of the Co-operative period of strategic review. A formal review will be carried out 6-9 months after the contract commences, which will inform the Co-operatve's decision on whether the contract will be extended beyond September 2023. As a guide to potential tenderers, the annual expenditure on services covered by this tender over the next year is circa 40,000 - 50,000 GBP (exclusive of VAT). These figures are intended as a guide only and Easthall Park Housing Co-operative does not guarantee any level of work to be instructed or the resulting contract values.

Statusactive
Value£150,000
Contract periodFrom 1 Sept 2022 to 29 Sept 2023

Award criteria
Quality — 70
Price — 30
price — 30

What is included

ItemCategoryQuantity
1Financial consultancy, financial transaction processing and clearing-house servicesNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 66. The category anchor is Financial consultancy, financial transaction processing and clearing-house services (66170000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 662,7583 median · 17.2 average (1,185 of 2,758 with a bid count)2.5 average (1,317 of 2,758 with named award suppliers)Not published
Same buyer12 median · 2 average (1 of 1 with a bid count)1 average (1 of 1 with named award suppliers)Not published
Delivery region: UKM82743 median · 8.4 average (50 of 74 with a bid count)2.2 average (53 of 74 with named award suppliers)Not published
Similar published value (0.5×–2×)1211 median · 1 average (1 of 121 with a bid count)1 average (1 of 121 with named award suppliers)Not published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNo
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byNot published
Submission policyNot published
Selection criteriasuitability, technical
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Documents & submission route

  • economicSelectionCriteria
  • technicalSelectionCriteria

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-03307c
Latest release ID010718-2022
Latest release timestampTue Apr 26 2022 12:53:27 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statusactive
Procurement methodopen
Procurement method detailsOpen procedure
Main procurement categoryservices
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: end2022-06-10T12:00:00+01:00
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: start2022-06-10T12:00:00+01:00
Award period: endNot published
Submission method detailshttp://www.publiccontractsscotland.gov.uk
Submission languagesen
Electronic catalogue policyNot published
Total tender value£150,000
Tender lots in source1
Tender items in source1
Tender documents in source2
Awards in latest release0
Contracts in latest release0
Parties in latest release2

Notice history

DateEventReference
26 Apr 2022tender010718-2022

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
{
  "id": "010718-2022",
  "tag": [
    "tender"
  ],
  "date": "2022-04-26T13:53:27+01:00",
  "ocid": "ocds-h6vhtk-03307c",
  "buyer": {
    "id": "GB-FTS-4895",
    "name": "Easthall Park Housing Co-operative"
  },
  "tender": {
    "id": "ocds-h6vhtk-03307c",
    "lots": [
      {
        "id": "1",
        "value": {
          "amount": 150000,
          "currency": "GBP"
        },
        "status": "active",
        "renewal": {
          "description": "The initial contract will run to September 2023, thereafter there will be the possibility of 2 further extensions of one year following formal reviews"
        },
        "hasOptions": false,
        "hasRenewal": true,
        "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.\nThe tender is being conducted asa single stage 'Open Procedure' meaning tenderers must submit their completed SPD along with tender returns.\nSuppliers interested in working with the public sector can get information on preparing tenders and understanding the process from the Public Contracts Scotland website www.supplierjourney.scot. In addition, general support, advice and guidance on completing public sector tenders specifically for Scottish SMEs is available from the Supplier Development Programme  www.sdpsscotland.co.uk\nThe contract is anticipated to run for an initial period  of one year commencing on 1 September 2022 with provision for two possible extensions each for a further 12 months if mutually agreed and depending f performance and the outcome of the Co-operative period of strategic review.  A formal review will be carried out 6-9 months after the contract commences, which will inform the Co-operatve's decision on whether the contract will be extended beyond September 2023.\nAs a guide to potential tenderers, the annual expenditure on services covered by this tender over the next year is circa 40,000 - 50,000 GBP (exclusive of VAT).  These figures are intended as a guide only and Easthall Park Housing Co-operative does not guarantee any level of work to be instructed or the resulting contract values.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality",
              "type": "quality",
              "description": "70"
            },
            {
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              "type": "quality",
              "description": "30"
            },
            {
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              "description": "30"
            }
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        "contractPeriod": {
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          "startDate": "2022-09-01T00:00:00+01:00"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
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        "id": "1",
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        "deliveryLocation": {
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        },
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    ],
    "title": "Finance Management Services",
    "value": {
      "amount": 150000,
      "currency": "GBP"
    },
    "status": "active",
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "bidOpening": {
      "date": "2022-06-10T12:00:00+01:00"
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    "legalBasis": {
      "id": "32014L0024",
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    "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
    "tenderPeriod": {
      "endDate": "2022-06-10T12:00:00+01:00"
    },
    "communication": {
      "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
    },
    "contractTerms": {
      "performanceTerms": "As stated in the tender documentation",
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "endDate": "2022-08-12T23:59:59+01:00"
      }
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "open",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "Selection criteria as stated in tender documentation"
        },
        {
          "type": "technical",
          "description": "Chartered Accountant"
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-4895",
      "name": "Easthall Park Housing Co-operative",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UKM82",
        "locality": "Glasgow",
        "postalCode": "G34 9AN",
        "countryName": "United Kingdom",
        "streetAddress": "6 Glenburnie Place"
      },
      "details": {
        "url": "http://www.easthallpark.org.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA23082",
        "classifications": [
          {
            "scheme": "TED_CA_TYPE",
            "description": "Housing Association "
          },
          {
            "id": "06",
            "scheme": "COFOG",
            "description": "Housing and community amenities"
          }
        ]
      },
      "identifier": {
        "legalName": "Easthall Park Housing Co-operative"
      },
      "contactPoint": {
        "url": "http://www.publiccontractsscotland.gov.uk",
        "name": "Kenny Mollins",
        "email": "kenny@easthallpark.org.uk",
        "telephone": "+44 1417812277"
      }
    },
    {
      "id": "GB-FTS-51084",
      "name": "Glasgow Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Glasgw",
        "postalCode": "G5 9DA",
        "countryName": "United Kingdom",
        "streetAddress": "PO Box 23, 1 Carlton Place"
      },
      "identifier": {
        "legalName": "Glasgow Sheriff Court"
      }
    }
  ],
  "language": "en",
  "description": "Community benefits are included in the requirement.  For more information see: https://www.gov.sct/policies/public-sector-procurement/community-benefits-in-procurement/\nA summary of the expected community benefits has bee provided as follows:\nWe are committed to community empowerment and regeneration and work with existing contractors and suppliers of services to provide Community Benefits to our residents in partnership with Easthall residents Association.  Please details any Community Benefits you would offer if awarded the contract in your Quality Management Questionnaire response\nThe SPD document can be downloaded from this notice\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=690847.\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.\n(SC Ref:690847)",
  "initiationType": "tender"
}
Complete JSON history (1 releases)
26 Apr 2022 · 010718-2022 · tender
{
  "id": "010718-2022",
  "tag": [
    "tender"
  ],
  "date": "2022-04-26T13:53:27+01:00",
  "ocid": "ocds-h6vhtk-03307c",
  "buyer": {
    "id": "GB-FTS-4895",
    "name": "Easthall Park Housing Co-operative"
  },
  "tender": {
    "id": "ocds-h6vhtk-03307c",
    "lots": [
      {
        "id": "1",
        "value": {
          "amount": 150000,
          "currency": "GBP"
        },
        "status": "active",
        "renewal": {
          "description": "The initial contract will run to September 2023, thereafter there will be the possibility of 2 further extensions of one year following formal reviews"
        },
        "hasOptions": false,
        "hasRenewal": true,
        "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.\nThe tender is being conducted asa single stage 'Open Procedure' meaning tenderers must submit their completed SPD along with tender returns.\nSuppliers interested in working with the public sector can get information on preparing tenders and understanding the process from the Public Contracts Scotland website www.supplierjourney.scot. In addition, general support, advice and guidance on completing public sector tenders specifically for Scottish SMEs is available from the Supplier Development Programme  www.sdpsscotland.co.uk\nThe contract is anticipated to run for an initial period  of one year commencing on 1 September 2022 with provision for two possible extensions each for a further 12 months if mutually agreed and depending f performance and the outcome of the Co-operative period of strategic review.  A formal review will be carried out 6-9 months after the contract commences, which will inform the Co-operatve's decision on whether the contract will be extended beyond September 2023.\nAs a guide to potential tenderers, the annual expenditure on services covered by this tender over the next year is circa 40,000 - 50,000 GBP (exclusive of VAT).  These figures are intended as a guide only and Easthall Park Housing Co-operative does not guarantee any level of work to be instructed or the resulting contract values.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality",
              "type": "quality",
              "description": "70"
            },
            {
              "name": "Price",
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              "description": "30"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2023-09-29T23:59:59+01:00",
          "startDate": "2022-09-01T00:00:00+01:00"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
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        },
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        "additionalClassifications": [
          {
            "id": "66170000",
            "scheme": "CPV",
            "description": "Financial consultancy, financial transaction processing and clearing-house services"
          }
        ]
      }
    ],
    "title": "Finance Management Services",
    "value": {
      "amount": 150000,
      "currency": "GBP"
    },
    "status": "active",
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "bidOpening": {
      "date": "2022-06-10T12:00:00+01:00"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2022-06-10T12:00:00+01:00"
    },
    "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
    "tenderPeriod": {
      "endDate": "2022-06-10T12:00:00+01:00"
    },
    "communication": {
      "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
    },
    "contractTerms": {
      "performanceTerms": "As stated in the tender documentation",
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "submissionTerms": {
      "languages": [
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      ],
      "bidValidityPeriod": {
        "endDate": "2022-08-12T23:59:59+01:00"
      }
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
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    },
    "procurementMethod": "open",
    "selectionCriteria": {
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          "appliesTo": [
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          "description": "Selection criteria as stated in tender documentation"
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        {
          "type": "technical",
          "description": "Chartered Accountant"
        }
      ]
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      ],
      "address": {
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        "locality": "Glasgow",
        "postalCode": "G34 9AN",
        "countryName": "United Kingdom",
        "streetAddress": "6 Glenburnie Place"
      },
      "details": {
        "url": "http://www.easthallpark.org.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA23082",
        "classifications": [
          {
            "scheme": "TED_CA_TYPE",
            "description": "Housing Association "
          },
          {
            "id": "06",
            "scheme": "COFOG",
            "description": "Housing and community amenities"
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      },
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        "legalName": "Easthall Park Housing Co-operative"
      },
      "contactPoint": {
        "url": "http://www.publiccontractsscotland.gov.uk",
        "name": "Kenny Mollins",
        "email": "kenny@easthallpark.org.uk",
        "telephone": "+44 1417812277"
      }
    },
    {
      "id": "GB-FTS-51084",
      "name": "Glasgow Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Glasgw",
        "postalCode": "G5 9DA",
        "countryName": "United Kingdom",
        "streetAddress": "PO Box 23, 1 Carlton Place"
      },
      "identifier": {
        "legalName": "Glasgow Sheriff Court"
      }
    }
  ],
  "language": "en",
  "description": "Community benefits are included in the requirement.  For more information see: https://www.gov.sct/policies/public-sector-procurement/community-benefits-in-procurement/\nA summary of the expected community benefits has bee provided as follows:\nWe are committed to community empowerment and regeneration and work with existing contractors and suppliers of services to provide Community Benefits to our residents in partnership with Easthall residents Association.  Please details any Community Benefits you would offer if awarded the contract in your Quality Management Questionnaire response\nThe SPD document can be downloaded from this notice\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=690847.\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.\n(SC Ref:690847)",
  "initiationType": "tender"
}