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Summary

OCID:: ocds-kuma6s-113857
Published by:: Hafod Housing Association
Authority ID:: AA1147
Publication date:: 08 September 2021
Deadline date:: 08 October 2021
Notice type:: Contract Notice
Has documents:: Yes
Has SPD:: No
Has Carbon Reduction Plan:: N/A

Abstract

Hafod are seeking retained treasury services, specified below, to support the Hendre Group. The intention of this procurement exercise is to achieve value for money from our retained treasury services through partnering with a provider that works extensively with the social housing sector, has key involvement and knowledge of the Welsh social housing landscape and can support Hafod’s treasury and long-range planning requirements. For full scope of requirements please refer to Appendix A.

Full notice text

CONTRACT NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: Hafod Housing Association
Postal Address: St Hilary Court, Copthorne Way, Culverhouse Cross,
Town: CARDIFF	Postal Code: CF5 6ES	Country: UK
For the attention of: Briony Phillips	Telephone: +44 2920675823
E-Mail:	Fax: +44 2920672499
Internet Address (URL):

1.2 Address from which documentation may be obtained

Official Name: Hafod Housing Association
Postal Address: St Hilary Court, Copthorne Way, Culverhouse Cross,
Town: CARDIFF	Postal Code: CF5 6ES	Country: UK
For the attention of:	Telephone: +44 2920675823
E-Mail:	Fax: +44 2920672499
Internet Address (URL):

1.3 Completed documents must be returned to:

Official Name: Hafod Housing Association
Postal Address: St Hilary Court, Copthorne Way, Culverhouse Cross,
Town: CARDIFF	Postal Code: CF5 6ES	Country: UK
For the attention of:	Telephone: +44 2920675823
E-Mail:	Fax: +44 2920672499
Internet Address (URL):

2 Contract Details

2.1 Title

Retain Treasury Advice Services

2.2 Description of the goods or services required

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=113857.

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.sell2wales.gov.wales/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.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	66171000		Financial consultancy services
	66600000		Treasury services
	79412000		Financial management consultancy services

b) Delivery Location/Area

	Code		Location
	1022		Cardiff and Vale of Glamorgan

2.4 Total quantity or scope of tender

The estimated contract value across the full 3 year term is £60,000.

3 Conditions for Participation

3.1 Minimum standards and qualification required

Please refer to Appendix B.

4 Administrative Information

4.1 Type of Procedure

Single stage

4.2 Reference number attributed to the notice by the contracting authority

N/a

4.3 Time Limits

Time-limit for receipt of completed tenders
08-10-2021 Time 12:00

Estimated award date
22-10-2021

4.5 Language or languages in which tenders or requests to participate can be drawn up

4.6 Tender Submission Postbox

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.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1 Additional Information

Tenderers will be required to complete the appended commercial response (Appendix C) and qualitative response (Appendix D) templates as part of their submission, in addition to a completed Selection Questionnaire (Appendix B) and Form of Tender (Appendix E) by the given deadline.

(WA Ref:113857)

5.2 Additional Documentation

The following additional documents relating to this notice are available from the site:

Treasury Advice Services ITT

Appendix A - Specification_Treasury

Appendix B_SQ_Treasury

Appendix C_Commercial Resp_Treasury

Appendix D_Quality Resp_Treasury

Appendix E_FoT_Treasury

Schedule 1_Contract Management Reporting

Schedule 2_Performance Regime

Schedule 3_Hafod Drafts Goods & Services T&Cs

5.3 Publication date of this notice

08-09-2021

SF 51a

Coding

Commodity categories

ID	Title	Parent category
66171000	Financial consultancy services	Financial consultancy, financial transaction processing and clearing-house services
79412000	Financial management consultancy services	Business and management consultancy services
66600000	Treasury services	Financial and insurance services

Delivery locations

ID	Description
1022	Cardiff and Vale of Glamorgan

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

Document family

Notice details
SEP372542: Retain Treasury Advice Services Publication date: 08 September 2021 Deadline date: 08 October 2021 00:00 Notice type: Contract Notice Authority name: Hafod Housing Association
OCT377442: Retain Treasury Advice Services Publication date: 25 October 2021 Notice type: Contract Award Notice Authority name: Hafod Housing Association

About the buyer

Main contact:: N/a
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
15/09/2021 08:38	REPLACED FILE: Appendix A - Specification_Treasury Appendix A - Specification; Section 3 added 15/09/2021

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Postbox – for Buyers and Suppliers

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.