Tender

Ask AI about this notice

Summarise, research or assess it with AI

View Markdown

Share this notice

Send this contract to a colleague

Treasury Consultancy - Housing Association

Taff Housing Association

This public procurement record has 1 release in its history.

Tender

04 Sep 2026 at 10:40

UK4 - Tender Notice
Summary of the contracting process

Taff Housing Association is seeking an experienced, independent treasury management consultant. The service will provide strategic and operational advice on funding, liquidity, financial risk management and growth, supporting the association’s development programme for social and affordable housing. Advice is intended to strengthen long-term financial resilience, support development activity, maintain regulatory compliance and deliver value for money. This is a treasury consultancy service rather than housing construction or property management. The work will be delivered for Taff Housing Association in the United Kingdom, with the buying organisation based in Cardiff. The opportunity is suitable for consultancies and specialist advisers whose work combines treasury management with a strong understanding of housing associations and their financial operating environment.

The process reached tender: Taff Housing Association invited offers through a below-threshold open competition. The enquiry deadline was 30 September 2026 at 00:00, and offers were due by 12 October 2026 at 12:00. The estimated contract value is £55,000 excluding VAT, or £66,000 including VAT. The contract period is 1 November 2026 to 31 October 2029, with a possible renewal extending the maximum period to 31 October 2031; renewal depends on continuing consultancy need and satisfactory performance. There is one lot. Evaluation is based on price including day rates (25%) and quality: service proposal (20%), treasury expertise and technical capability (20%), key personnel and resources (15%), housing association experience (10%) and social value (10%).

This opportunity suits an independent treasury consultancy or specialist adviser with demonstrable experience supporting housing associations. Strong candidates will be able to advise on funding, liquidity, treasury and wider financial risk, growth planning and the financing of social and affordable housing development. They should bring the technical capability to support regulatory compliance, financial resilience and value for money, together with suitable key personnel and resources to provide both strategic and operational advice. Relevant housing association experience is an explicit requirement and part of the quality assessment. Bidders should also be able to present a clear service proposal, provide day-rate pricing, and explain the social value they would deliver through the engagement.

How relevant is this notice?

Notice Information

Notice Title

Treasury Consultancy - Housing Association

Notice 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.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06f205
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/083794-2026
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Below threshold - open competition
Tender Suitability
SME
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
£55,000 Under £100K
Lots Value
£55,000 Under £100K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
4 Sep 20261 weeks ago
Submission Deadline
12 Oct 20264 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Nov 2026 - 31 Oct 2029 3-4 years
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
Taff Housing Association
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
CARDIFF
Postcode
CF5 1JD
Postcode Area
Cardiff
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
Not specified
Local Authority
Cardiff
Electoral Ward
Canton
Westminster Constituency
Cardiff West

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

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.

Loading OCDS record...