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Contract Notice

DFH Home Ownership Scheme Delivery and Shared Equity Aftersales

  • First published: 01 August 2026
  • Last modified: 01 August 2026
  • Version: N/A
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The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-h6vhtk-06b84a
Published by:
Scottish Government
Authority ID:
AA26920
Publication date:
01 August 2026
Deadline date:
11 September 2026
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The Scottish Government intend to commission a contract which provides administrative services for the delivery of it’s shared equity home ownership schemes as well as the ongoing administrative work related to after sales for all of it’s shared equity legacy portfolio. This work will include the assessment of scheme applications, playing a key role in the process of handling the funds through the conveyancing process, supporting all shared equity home owners with after sales transactions in line with the published after sales procedures, an example of which would be sale of a shared equity property, or change of lender. https://www.gov.scot/publications/sale-shared-equity-procedures-3/

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Scottish Government

5 Atlantic Quay, 150 Broomielaw

Glasgow

G2 8LU

UK

Contact person: Jonathan Nicolson

Telephone: +44 412425466

E-mail: jonathan.nicolson@gov.scot

NUTS: UKM

Internet address(es)

Main address: http://www.scotland.gov.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10482

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html


I.4) Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5) Main activity

Housing and community amenities

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

DFH Home Ownership Scheme Delivery and Shared Equity Aftersales

Reference number: 870449

II.1.2) Main CPV code

66171000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The Scottish Government intend to commission a contract which provides administrative services for the delivery of it’s shared equity home ownership schemes as well as the ongoing administrative work related to after sales for all of it’s shared equity legacy portfolio. This work will include the assessment of scheme applications, playing a key role in the process of handling the funds through the conveyancing process, supporting all shared equity home owners with after sales transactions in line with the published after sales procedures, an example of which would be sale of a shared equity property, or change of lender. https://www.gov.scot/publications/sale-shared-equity-procedures-3/

II.1.5) Estimated total value

Value excluding VAT: 40 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

Service Summary

The Scottish Government requires a Service Provider to deliver the administration of shared equity home ownership schemes and associated aftersales services across Scotland. The Services comprise the administration of the Open Market Shared Equity Scheme (OMSE), the First Homes Fund (FHF), and Shared Equity Aftersales services relating to both current and legacy Scottish Government shared equity schemes.

The Service Provider shall deliver an integrated service which supports applicants, buyers, homeowners and stakeholders throughout the application, purchase and aftersales journey. Services shall be delivered in accordance with the relevant scheme administrative procedures, Scottish Government policy requirements and the requirements of this Contract.

The Services are organised into the following service areas:

Application Scheme Administration

Administration of the Open Market Shared Equity Scheme (OMSE) and First Homes Fund (FHF), including scheme-specific requirements, affordability assessments, application processing and funding administration.

Shared Equity Aftersales

Administration of aftersales transactions for properties where Scottish Ministers retain an equity stake, including property sales, tranching-up, remortgages, additional secured lending, title changes and other transactions governed by the relevant scheme procedures.

Customer Service and Communications

Provision of customer-facing services, including telephone, email, website and online application channels, together with support and guidance for applicants, buyers and homeowners.

Systems and Information Management

Provision and maintenance of systems required to support service delivery, including case management, document management, management information, and the use of the Housing and Regeneration Programmes (HARP) system where required.

Contract Management and Reporting

Provision of contract management, performance monitoring, financial administration, management information and reporting services.

Mobilisation and Transition

Management of service mobilisation, transition from the incumbent provider and end-of-contract transition arrangements.

The detailed requirements for each service area are set out in the Specifications of Requirements .

II.2.5) Award criteria

Criteria below:

Quality criterion: Understanding of the Requirement / Weighting: 15

Quality criterion: Service Delivery / Weighting: 35

Quality criterion: Management, Staffing, and Resourcing / Weighting: 10

Quality criterion: Quality Management / Weighting: 20

Quality criterion: Business Continuity And Disaster Recovery (BCDR) and Risk Management / Weighting: 10

Quality criterion: Community Benefits / Weighting: 5

Quality criterion: Fair Work First / Weighting: 5

Price / Weighting:  30

II.2.6) Estimated value

Value excluding VAT: 40 000 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

Option to extend for 1 year plus 1 additional year to a maximum of 5 years.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

It should be noted that this contract is demand-led therefore, no level of spend is guaranteed over the term of the resulting contract agreement.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

The bidding organisation must be registered with the Financial Conduct Authority (FCA)

III.1.2) Economic and financial standing

List and brief description of selection criteria:

SPD 4B.4 -

Bidders must demonstrate a Current Ratio of no less than 1 in the financial years specified in the SPD. Current Ratio will be calculated as

follows:

Total current assets divided by Total current liabilities.

There must be no qualification or contra-indication from any evidence provided in support of the bidders economic and financial standing.

SPD 4B.5 -

The bidder confirms they already have or can commit to obtain, prior to the commencement of the contract, the levels of insurance cover

indicated below:

Professional Risk Indemnity: in the sum of not less than 5 Million GBP.

Employer's (Compulsory) Liability: in accordance with any legal obligation for the time being in force but in any event in the sum of not

less than Five million pounds 5 Million GBP.

Public Liability- including Abuse Liability: in the sum of not less than 5 Million GBP.

Such insurance must be maintained for the duration of the Contract and for a minimum of 5 years following the expiry or termination of the

Contract.


III.1.3) Technical and professional ability

List and brief description of selection criteria:

SPD 4C.4 -

Bidders must provide a statement of the relevant supply chain management and/or tracking systems used.

SPD 4C.7 -

Bidders will be required to provide evidence that their organisation has taken steps to build their awareness of the climate change

emergency and how they will respond.

SPD 4C.10 -

Bidders are required to confirm whether they intend to subcontract and, if so, for what proportion of the Framework Agreement Contract

and what service the sub-contractor will provide.


III.2) Conditions related to the contract

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2026/S 000-057656

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 11/09/2026

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 11/09/2026

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

The buyer is using PCS-Tender to conduct this Invitation to Tender (ITT) exercise. The Project code is 32417. For more information see:

http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343

Question Scoring Methodology for Award Criteria outlined in invitation to tender:

0 — Unacceptable. Nil or inadequate response. Fails to demonstrate an ability to meet the requirement.

1 — Poor. Response is partially relevant but generally poor. The response addresses some elements of the

requirement but contains insufficient/limited detail or explanation to demonstrate how the requirement will be

fulfilled.

2 — Acceptable. Response is relevant and acceptable. The response addresses a broad understanding of the

requirement but may lack details on how the requirement will be fulfilled in certain areas.

3 — Good. Response is relevant and good. The response is sufficiently detailed to demonstrate a good

understanding and provides details on how the requirements will be fulfilled.

4 — Excellent. Response is completely relevant and excellent overall.

A sub-contract clause has been included in this contract. For more information see:

http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

The Scottish Government is committed to contributing to the economic, social and environmental well-being of the people of Scotland.

Accordingly, there is a requirement to demonstrate commitment to these objectives in the form of a Community Benefits Proposal, which will be performed on a cost–neutral basis.

Annex 1 (Attached separately in PCS-T) sets out the Community Benefits requirements that apply to this requirement. Community Benefits will be triggered only when defined cumulative spend thresholds are reached.

Any community benefits required should be linked to the subject matter of the contract and cannot be a dissociated requirement no matter how important that may be considered in a wider context. The benefits proposed must be generated specifically for and because of this contract.

The community benefit proposal will be included in the conditions of the contract.

For more information, see:

https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/

The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 32417. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343

A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/

A summary of the expected community benefits has been provided as follows:

See Specification Annex 1, available in PCS-T for information on the Community Benefits requirement.

(SC Ref:838857)

VI.4) Procedures for review

VI.4.1) Review body

Edinburgh Sheriff Court and Justice of the Peace Court

27 Chamber Street

Edinburgh

EH1 1LB

UK

Internet address(es)

URL: www.scotcourts.gov.uk/the-courts/court-locations/edinburgh-sheriff-court-and-justice-of-the-peace-court

VI.5) Date of dispatch of this notice

31/07/2026

Coding

Commodity categories

ID Title Parent category
66171000 Financial consultancy services Financial consultancy, financial transaction processing and clearing-house services

Delivery locations

ID Description
100 UK - All

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.

About the buyer

Main contact:
jonathan.nicolson@gov.scot
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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