Contract notice
Section I: Contracting
authority
I.1) Name and addresses
The Wheatley Housing Group Limited
25 Cochrane Street
Glasgow
G1 1HL
UK
Telephone: +44 8004797979
E-mail: neve.beaton@wheatley-group.com
NUTS: UKM82
Internet address(es)
Main address: http://www.wheatley-group.com
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10306
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
www.publiccontractsscotland.gov.uk
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Housing and community amenities
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Treasury and Capital Markets Advisory Services 2025
Reference number: FI0005
II.1.2) Main CPV code
66122000
II.1.3) Type of contract
Services
II.1.4) Short 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.
II.1.5) Estimated total value
Value excluding VAT:
130 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
66122000
66600000
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
Edinburgh, Lothian, Livingston and Whitburn geographical areas of Scotland
II.2.4) Description of the procurement
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.
II.2.5) Award criteria
Criteria below:
Quality criterion: Quality criterion
/ Weighting: 70
Quality criterion: Price Criterion
/ Weighting: 30
Price
/ Weighting:
30
II.2.6) Estimated value
Value excluding VAT:
130 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 24
This contract is subject to renewal: Yes
Description of renewals:
Option to extend for a further 2 years at Wheatley's discretion. (2+2 year term)
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
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:
N/A
III.1.2) Economic and financial standing
List and brief description of selection criteria:
Credit Check - Equifax or any other credit rating platform
Insurance Levels
Minimum level(s) of standards required:
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.
III.1.3) Technical and professional ability
List and brief description of selection criteria:
N/A
III.2) Conditions related to the contract
III.2.2) Contract performance conditions
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.
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.2.2) Time limit for receipt of tenders or requests to participate
Date:
01/08/2025
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:
01/08/2025
Local time: 12:30
Place:
Glasgow
Information about authorised persons and opening procedure:
Group Procurement Officer, electronically
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.2) Information about electronic workflows
Electronic invoicing will be accepted
Electronic payment will be used
VI.3) Additional information
This contract is for a period of 2 years with an option to extend for 24 months at the sole discretion of the Group.
Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public
Contracts (Scotland) Regulations 2015.
NOTE: 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=800289.
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.publiccontractsscotland.gov.uk/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.
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:
Please refer to Appendix 1 - ITT Document for details of expected community benefit
(SC Ref:800289)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=800289
VI.4) Procedures for review
VI.4.1) Review body
Wheatley Group
25 Cochrane Street
Glasgow
G1 1HL
UK
E-mail: neve.beaton@wheatley-group.com
Internet address(es)
URL: http://www.wheatley-group.com
VI.4.2) Body responsible for mediation procedures
Glasgow Sheriff Court and Justice of the Peace Court
1 Calton Place
Glasgow
G5 9DA
UK
VI.5) Date of dispatch of this notice
02/07/2025