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DFH Home Ownership Scheme Delivery and Shared Equity Aftersales

Scottish Government

This public procurement record has 2 releases in its history.

Tender

31 Jul 2026 at 08:56

Tender Notice
Planning

18 Jun 2026 at 14:54

Planning Notice
Summary of the contracting process

The Scottish Government is procuring administrative and customer-facing services for shared equity home ownership schemes across Scotland. The contract covers administration of the Open Market Shared Equity Scheme and First Homes Fund, including affordability assessments, applications and funding administration. It also covers aftersales transactions for current and legacy shared equity schemes, such as property sales, staircasing, remortgages, additional secured lending and title changes. The provider must support applicants, buyers, homeowners and other stakeholders through telephone, email, website and online application channels. The scope also includes case and document management, management information, use of the HARP system where required, contract management, financial administration, reporting, mobilisation, transition from the incumbent and end-of-contract transition.

The procurement has reached tender: the buyer invited offers through an open procedure with electronic submission. Bids were due by 11 September 2026 at 12:00, with bid opening and evaluation scheduled from that time. The contract is for 1,080 days, with an option to extend by one year plus one further year, up to a maximum of five years. Its estimated value is GBP 40,000,000, but the requirement is demand-led and does not guarantee any level of spend. There is one lot and variants are not allowed. Evaluation is based on 30% price and 70% quality: service delivery carries 35%, quality management 20%, understanding 15%, management and resourcing 10%, business continuity and risk 10%, community benefits 5% and Fair Work First 5%.

This opportunity suits an organisation able to run large, integrated public-facing financial and housing administration services across Scotland. Relevant capability includes shared equity or housing scheme administration, affordability assessment, conveyancing-related funds handling, aftersales processing, customer service, digital applications, case and document management, reporting and financial control. The provider will need strong mobilisation, transition, staffing and resource planning, quality management, business continuity, disaster recovery and risk management. The bidding organisation must be registered with the Financial Conduct Authority and able to demonstrate suitable supply-chain management or tracking systems. Named staff and qualifications are required. Bidders must show awareness of the climate emergency, explain their response, and identify any intended subcontracting and its service scope.

How relevant is this notice?

Notice Information

Notice Title

DFH Home Ownership Scheme Delivery and Shared Equity Aftersales

Notice 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/

Lot Information

Lot 1

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 . 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.

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

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06b84a
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/072461-2026
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
£40,000,000 £10M-£100M
Lots Value
£40,000,000 £10M-£100M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
31 Jul 20263 weeks ago
Submission Deadline
11 Sep 20263 weeks to go
Future Notice Date
31 Jul 2026Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Scottish Government
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
GLASGOW
Postcode
G2 8LU
Postcode Area
Glasgow
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM3 West Central Scotland
Small Region (ITL 3)
TLM32 Glasgow City
Delivery Location
TLM Scotland
Local Authority
Glasgow City
Electoral Ward
Anderston/City/Yorkhill
Westminster Constituency
Glasgow North

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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