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Affordable Homes Independent Advisor

Beyond Housing

This public procurement record has 1 release in its history.

Tender

30 Sep 2026 at 10:06

UK4 - Tender Notice
Summary of the contracting process

Beyond Housing Limited is seeking an independent financial adviser to support customers buying its homes. The service covers affordability assessments and financial advice for sales customers, including anti-money-laundering checks, financial assessments for low-cost homeownership purchases in line with capital funding guidance, and mortgage illustrations. Illustrations are required for shared ownership, discount market sale and outright purchases. This is a financial consultancy service for a housing provider, rather than a contract to build or supply homes. Beyond Housing is based in Scarborough; the requirement relates to its sales customers, but no specific delivery location is stated.

Beyond Housing invited offers through an open competition under a below-threshold procedure. The tender submission deadline was 14 October 2026 at 13:00. The contract period is 1 January 2027 to 31 December 2030. The published estimated value is recorded as zero, so it does not provide a usable indication of the contract’s financial scale. There is one lot. Bids are assessed on a combined price and quality basis: price carries 40% of the marks and quality 60%. Suppliers submit bids electronically through the Intend platform, and registration on that platform is required to submit. The process is at the tender stage; the buyer has invited offers.

This opportunity is suited to financial advisory firms able to work directly with prospective homebuyers and assess whether purchases are affordable. Relevant capability includes carrying out anti-money-laundering checks, preparing financial assessments that follow capital funding guidance for low-cost homeownership, and producing mortgage illustrations across shared ownership, discount market sale and outright purchase. Suppliers should be able to support customers across these different purchase routes and provide advice that is independent of the home sale. The requirement calls for both advisory and assessment work, so bidders need suitable financial expertise and capacity to handle customer-facing cases. The evaluation gives quality a greater weighting than price, making the strength and suitability of the proposed service important alongside cost.

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Notice Information

Notice Title

Affordable Homes Independent Advisor

Notice Description

Provide independent financial advice and affordability assessments for Beyond Housing sales customers. This will include ant-money laundering (AML) checks, financial assessments in line with capital funding guidance for low-cost homeownership purchases and mortgage illustrations for shared ownership, discount market sale and outright purchases.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-077d27
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/092187-2026
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
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
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
30 Sep 20266 days ago
Submission Deadline
14 Oct 20261 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Jan 2027 - 31 Dec 2030 4-5 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
Beyond Housing
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
SCARBOROUGH
Postcode
YO12 7BH
Postcode Area
York
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE2 North Yorkshire
Small Region (ITL 3)
TLE22 North Yorkshire
Delivery Location
Not specified
Local Authority
North Yorkshire
Electoral Ward
Castle
Westminster Constituency
Scarborough and Whitby

Further Information

Notice Documents

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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