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Finance Management Services

Buyer: Easthall Park Housing Co-operative →

BuyerEasthall Park Housing Co-operative
StatusAwarded
DeadlineNot published
ValueValue not published
Published1 Jul 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.

Statuscancelled

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 (1,184 of 2,758 with a bid count)2.5 average (1,316 of 2,758 with named award suppliers)Not published
Same buyer1Not publishedNot publishedNot published
Delivery region: UKM82743 median · 8.6 average (49 of 74 with a bid count)2.2 average (52 of 74 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 requirementNot published
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byNot published
Submission policyNot published
Selection criteriaNot published
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.

Awards

Contracts

018014-2022-1

Statusactive
Value£150,000

Documents & submission route

No documents are published in the current source record.

Source data inventory

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

OCIDocds-h6vhtk-034d05
Latest release ID018014-2022
Latest release timestampFri Jul 01 2022 11:05:07 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statuscomplete
Procurement methodopen
Procurement method detailsOpen procedure
Main procurement categoryservices
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release1
Contracts in latest release1
Parties in latest release3

Notice history

DateEventReference
1 Jul 2022award, contract018014-2022

All source data

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

Complete current OCDS release JSON
{
  "id": "018014-2022",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "value": 2,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
        "id": "2",
        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
      },
      {
        "id": "3",
        "value": 0,
        "measure": "foreignBidsFromEU",
        "relatedLot": "1"
      },
      {
        "id": "4",
        "value": 2,
        "measure": "foreignBidsFromNonEU",
        "relatedLot": "1"
      },
      {
        "id": "5",
        "value": 2,
        "measure": "electronicBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2022-07-01T12:05:07+01:00",
  "ocid": "ocds-h6vhtk-034d05",
  "buyer": {
    "id": "GB-FTS-4895",
    "name": "Easthall Park Housing Co-operative"
  },
  "links": [
    {
      "rel": "prev",
      "href": "https://ted.europa.eu/udl?uri=TED:NOTICE:690847-2022:TEXT:EN:HTML"
    },
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000690847"
    }
  ],
  "awards": [
    {
      "id": "018014-2022-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-22286",
          "name": "fmd financial services ltd"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "ocds-h6vhtk-034d05",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "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",
              "type": "quality",
              "description": "30"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Easthall Park Housing Co-operative\n6 Glenburnie Place\nG34 9AN"
        },
        "deliveryAddresses": [
          {
            "region": "UKM82"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66170000",
            "scheme": "CPV",
            "description": "Financial consultancy, financial transaction processing and clearing-house services"
          }
        ]
      }
    ],
    "title": "Finance Management Services",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "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": {
        "name": "Kenny Mollins",
        "email": "kenny@easthallpark.org.uk",
        "telephone": "+44 1417812277"
      }
    },
    {
      "id": "GB-FTS-22286",
      "name": "fmd financial services ltd",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKM82",
        "locality": "glasgow",
        "postalCode": "g158lb",
        "countryName": "United Kingdom",
        "streetAddress": "kcedg commercial centre, unit 29 ladyloan place"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "legalName": "fmd financial services ltd"
      },
      "contactPoint": {
        "telephone": "+44 7850755770"
      }
    },
    {
      "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",
  "contracts": [
    {
      "id": "018014-2022-1",
      "value": {
        "amount": 150000,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "018014-2022-1",
      "dateSigned": "2022-06-30T00:00:00+01:00"
    }
  ],
  "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\n(SC Ref:699056)",
  "initiationType": "tender"
}
Complete JSON history (1 releases)
1 Jul 2022 · 018014-2022 · award, contract
{
  "id": "018014-2022",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "value": 2,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
        "id": "2",
        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
      },
      {
        "id": "3",
        "value": 0,
        "measure": "foreignBidsFromEU",
        "relatedLot": "1"
      },
      {
        "id": "4",
        "value": 2,
        "measure": "foreignBidsFromNonEU",
        "relatedLot": "1"
      },
      {
        "id": "5",
        "value": 2,
        "measure": "electronicBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2022-07-01T12:05:07+01:00",
  "ocid": "ocds-h6vhtk-034d05",
  "buyer": {
    "id": "GB-FTS-4895",
    "name": "Easthall Park Housing Co-operative"
  },
  "links": [
    {
      "rel": "prev",
      "href": "https://ted.europa.eu/udl?uri=TED:NOTICE:690847-2022:TEXT:EN:HTML"
    },
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000690847"
    }
  ],
  "awards": [
    {
      "id": "018014-2022-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-22286",
          "name": "fmd financial services ltd"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "ocds-h6vhtk-034d05",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "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",
              "type": "quality",
              "description": "30"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Easthall Park Housing Co-operative\n6 Glenburnie Place\nG34 9AN"
        },
        "deliveryAddresses": [
          {
            "region": "UKM82"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66170000",
            "scheme": "CPV",
            "description": "Financial consultancy, financial transaction processing and clearing-house services"
          }
        ]
      }
    ],
    "title": "Finance Management Services",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "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": {
        "name": "Kenny Mollins",
        "email": "kenny@easthallpark.org.uk",
        "telephone": "+44 1417812277"
      }
    },
    {
      "id": "GB-FTS-22286",
      "name": "fmd financial services ltd",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKM82",
        "locality": "glasgow",
        "postalCode": "g158lb",
        "countryName": "United Kingdom",
        "streetAddress": "kcedg commercial centre, unit 29 ladyloan place"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "legalName": "fmd financial services ltd"
      },
      "contactPoint": {
        "telephone": "+44 7850755770"
      }
    },
    {
      "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"
      }
    }
  ],
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  "contracts": [
    {
      "id": "018014-2022-1",
      "value": {
        "amount": 150000,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "018014-2022-1",
      "dateSigned": "2022-06-30T00:00:00+01:00"
    }
  ],
  "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\n(SC Ref:699056)",
  "initiationType": "tender"
}