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UK4

Treasury Consultancy - Housing Association

  • First published: 04 September 2026
  • Last modified: 04 September 2026
  • Version: 1
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Contents

Summary

OCID:
ocds-h6vhtk-06f205
Published by:
Taff Housing Association
Authority ID:
AA62085
Publication date:
04 September 2026
Deadline date:
12 October 2026
Notice type:
UK4
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Taff Housing is seeking to appoint an experienced and independent Treasury Management Consultant to provide strategic and operational treasury advice, supporting the organisation's funding, liquidity, risk management and growth ambitions.

The Association manages a development programme of social and affordable housing and requires treasury advice that supports long-term financial resilience, development activity, regulatory compliance and value for money.

Full notice text

Scope

Procurement reference

TAFF0004

Procurement description

Taff Housing is seeking to appoint an experienced and independent Treasury Management Consultant to provide strategic and operational treasury advice, supporting the organisation's funding, liquidity, risk management and growth ambitions.

The Association manages a development programme of social and affordable housing and requires treasury advice that supports long-term financial resilience, development activity, regulatory compliance and value for money.

Main category

Services

Delivery regions

  • UK - United Kingdom

Total value (estimated, excluding VAT)

55000.00 GBP to 55000.00GBP

Contract dates (estimated)

01 November 2026, 00:00AM to 31 October 2029, 23:59PM

Extension end date (if all the extensions are used): 31 October 2031

Contracting authority

Taff Housing Association

Identification register:

  • GB-PPON

Address 1: Alexandra House, 307 Cowbridge Road East

Town/City: Cardiff

Postcode: CF5 1JD

Country: United Kingdom

Website: https://taffhousing.co.uk/

Public Procurement Organisation Number: PNRL-4749-WBZG

Contact name: Lynne Williams

Email: lynne.williams@taffhousing.co.uk

Telephone: +442920259110

Organisation type: Public undertaking

Devolved regulations that apply: Wales

Procedure

Procedure type

Below threshold - open competition

Is the total value above threshold?

Below threshold

Lots

Divided into 1 lots

Lot number: 1

CPV classifications

  • 66600000 - Treasury services

Delivery regions

  • UK - United Kingdom

Lot value (estimated)

55000.00 GBP Excluding VAT

66000.00 GBP Including VAT

Sustainability

Small and medium-sized enterprises (SME)

Contract start date (estimated)

01 November 2026, 00:00AM

Contract end date (estimated)

31 October 2029, 23:59PM

Extension end date (estimated)

31 October 2031, 23:59PM

Can the contract be extended?

Yes

Description of extensions

Consultancy need and satisfactory performance

Participation

Conditions of participation

Relevant experience with Housing Assocaitions

Award criteria

Type: quality

Name

Housing Association Experience

Description

Housing Association Experience

Weighting: 10.00

Weighting type: percentageExact

Type: quality

Name

Quality of Service Proposal

Description

Quality of Service Proposal

Weighting: 20.00

Weighting type: percentageExact

Type: quality

Name

Treasury Expertise and Technical Capability

Description

Treasury Expertise and Technical Capability

Weighting: 20.00

Weighting type: percentageExact

Type: quality

Name

Key Personnel and Resources

Description

Key Personnel and Resources

Weighting: 15.00

Weighting type: percentageExact

Type: quality

Name

Social Value

Description

Social Value

Weighting: 10.00

Weighting type: percentageExact

Type: price

Name

Price

Description

Price including day rates

Weighting: 25.00

Weighting type: percentageExact

Submission

Tender submission deadline

12 October 2026, 12:00PM

Enquiry deadline

30 September 2026, 00:00AM

Submission address and any special instructions

To be submitted via the portal: https://www.sell2wales.gov.wales/For queries please contact me lynne.williams@taffhousing.co.uk

An electronic auction will be used

May tenders be submitted electronically?

Yes

Documents

ID

L-1

Document type

Bidding documents

Description

Tender Documentation attached

Coding

Commodity categories

ID Title Parent category
66600000 Treasury services Financial and insurance services

Delivery locations

ID Description
100 UK - All

About the buyer

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

Further information

Date Details

Postbox

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Additional documents

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

Current documents

Documents are restricted until you note interest in this notice. The documents will become publicly available after the response deadline has passed.
pdf
pdf368.98 KB
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Replaced documents

There are no previous versions of these documents.


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