Planning

Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support

GREATWELL HOMES LIMITED

This public procurement record has 1 release in its history.

Planning

24 Nov 2025 at 12:05

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

Greatwell Homes Limited, a public authority from Wellingborough in the UK, is currently in the planning stage of a procurement process for treasury advisory services and support for Brixx financial modelling software. The procurement, titled "Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support," is aimed at enhancing the organisation's treasury management within the affordable housing sector. The preliminary market engagement notice indicates that the estimated date for publishing the tender notice and documents is 5th December 2025, with the submission deadline estimated for 22nd December 2025. The contract is expected to commence in January 2026. This procurement falls under the services category with a focus on treasury services, and the total value is estimated at £241,500.

This tender presents a significant opportunity for businesses specialising in treasury management and financial software support, particularly those with experience in the affordable housing sector. Companies capable of providing daily rate sheets, economic business plan assumptions, and strategic insight through webinars and briefings would be well-suited for this 3-year contract, which includes options for extension. Given the scope involves both advisory services and specific software support, firms with expertise in the Brixx system are likely to have an advantage. The process adheres to procurement legislation principles, requiring bidders to have appropriate professional indemnity insurance and demonstrate relevant sector experience, making it a promising prospect for established financial advisory firms looking to expand their client base in the public sector.

How relevant is this notice?

Notice Information

Notice Title

Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support

Notice Description

We are seeking to appoint a treasury advisor, on a retainer, with knowledge and experience of working with Housing Associations registered with the Regulator of Social Housing for England and Wales to act as critical friend and subject matter expert to the Executive Management Team and the Board, advising on all aspects of treasury management within an affordable housing sector context and to also provide support and assurance on the Brixx financial modelling software and outputs. The appointed treasury advisor will support Greatwell Homes to access the funding markets in the most cost-effective way to raise new finance to support the delivery of corporate objectives and will occasionally be required to provide additional support with the Brixx financial modelling software including training. These services are out of scope for the retainer and will be priced separately when required. Under the retainer we expect to receive: *Daily, weekly and monthly rate sheets and regular market updates *Economic Business Plan Assumptions *Updates to the Annual Treasury Strategy *Annual review and update of the Treasury Management Policy and associated procedures *Regular economic commentary with a focus on the affordable housing sector *Access to briefings and on-line webinars to build knowledge and support continued professional development *Strategic insight and training for Board members (predominantly on-line) *General advice and support on an ad-hoc basis *Independent review of the Brixx financial model and stress-testing including sense check of outputs with supporting commentary *Review of the Regulator's FFR prior to submission *Quarterly mark to market reports and annual fair value valuations where required *Counterparty credit information *Support with the Resilience Plan We expect the appointment to be on a 3-year contract with two one-year options to extend (3+1+1) with the contract to be managed in accordance with the principles of procurement legislation including KPI's where appropriate. Bidders will be expected to have in place appropriate professional indemnity insurance for the duration of the contract and demonstrate relevant knowledge and experience of working with the affordable housing sector. To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=995640259

Planning Information

Preliminary market engagement notice published to confirm interest. Estimated date to publish Tender Notice and Tender Documents is 05 December and estimated closing date for submissions is 22 December with an estimated contract start date by end of January 2026.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05e742
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/076417-2025
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66600000 - Treasury services

Notice Value(s)

Tender Value
£241,500 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
24 Nov 20251 weeks ago
Submission Deadline
Not specified
Future Notice Date
1 Dec 2025Expired
Award Date
Not specified
Contract Period
12 Jan 2026 - 11 Jan 2029 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
GREATWELL HOMES LIMITED
Contact Name
Helen Haywood
Contact Email
helen.haywood@greatwellhomes.org.uk
Contact Phone
01933234450

Buyer Location

Locality
WELLINGBOROUGH
Postcode
NN8 4AD
Post Town
Northampton
Country
England
Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF2 Leicestershire, Rutland and Northamptonshire
Small Region (ITL 3)
TLF25 North Northamptonshire
Delivery Location
TLF25 North Northamptonshire
Local Authority
North Northamptonshire
Electoral Ward
Finedon
Westminster Constituency
Wellingborough and Rushden

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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