Award

Finance Management Services

EASTHALL PARK HOUSING CO-OPERATIVE

This public procurement record has 2 releases in its history.

Award

01 Jul 2022 at 00:00

Tender

26 Apr 2022 at 00:00

Summary of the contracting process

The Easthall Park Housing Co-operative is seeking to appoint a company or consultant to provide Finance Management Services in Glasgow. This tender is classified under the services category and is being conducted through an open procedure, signalling an invitation for a wide range of suppliers to participate. The procurement process commenced recently, with a bid submission deadline set for 10 June 2022. The anticipated contract value is between £40,000 to £50,000 GBP, with the initial contract period beginning on 1 September 2022 and extending for one year, potentially renewable for two additional years based on performance assessments and strategic reviews.

This tender presents significant opportunities for businesses specialising in finance management, particularly those offering services to public sector entities. Businesses ready to navigate public sector procurement processes, especially those located in or familiar with Glasgow and the surrounding regions, would be well-positioned to bid. Suppliers that can demonstrate their ability to deliver quality services while providing community benefits will likely gain a competitive advantage in this procurement process, making it an appealing prospect for both small and large service providers engaged in the financial sector.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Finance Management Services

Notice Description

Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.

Lot Information

Lot 1

Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services. The tender is being conducted asa single stage 'Open Procedure' meaning tenderers must submit their completed SPD along with tender returns. Suppliers interested in working with the public sector can get information on preparing tenders and understanding the process from the Public Contracts Scotland website www.supplierjourney.scot. In addition, general support, advice and guidance on completing public sector tenders specifically for Scottish SMEs is available from the Supplier Development Programme www.sdpsscotland.co.uk The contract is anticipated to run for an initial period of one year commencing on 1 September 2022 with provision for two possible extensions each for a further 12 months if mutually agreed and depending f performance and the outcome of the Co-operative period of strategic review. A formal review will be carried out 6-9 months after the contract commences, which will inform the Co-operatve's decision on whether the contract will be extended beyond September 2023. As a guide to potential tenderers, the annual expenditure on services covered by this tender over the next year is circa 40,000 - 50,000 GBP (exclusive of VAT). These figures are intended as a guide only and Easthall Park Housing Co-operative does not guarantee any level of work to be instructed or the resulting contract values.

Renewal: The initial contract will run to September 2023, thereafter there will be the possibility of 2 further extensions of one year following formal reviews

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000690847
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL452906
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

66170000 - Financial consultancy, financial transaction processing and clearing-house services

Notice Value(s)

Tender Value
£150,000 £100K-£500K
Lots Value
£150,000 £100K-£500K
Awards Value
Not specified
Contracts Value
£150,000 £100K-£500K

Notice Dates

Publication Date
1 Jul 20223 years ago
Submission Deadline
10 Jun 2022Expired
Future Notice Date
Not specified
Award Date
30 Jun 20223 years ago
Contract Period
1 Sep 2022 - 29 Sep 2023 1-2 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
EASTHALL PARK HOUSING CO-OPERATIVE
Contact Name
Kenny Mollins
Contact Email
kenny@easthallpark.org.uk
Contact Phone
+44 1417812277

Buyer Location

Locality
GLASGOW
Postcode
G34 9AN
Post Town
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
TLM82 Glasgow City

Local Authority
Glasgow City
Electoral Ward
Baillieston
Westminster Constituency
Glasgow North East

Supplier Information

Number of Suppliers
1
Supplier Name

FMD FINANCIAL SERVICES

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000690847-2022-07-01T00:00:00Z",
    "date": "2022-07-01T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000690847",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-21",
            "name": "Easthall Park Housing Co-operative",
            "identifier": {
                "legalName": "Easthall Park Housing Co-operative"
            },
            "address": {
                "streetAddress": "6 Glenburnie Place",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G34 9AN"
            },
            "contactPoint": {
                "name": "Kenny Mollins",
                "email": "kenny@easthallpark.org.uk",
                "telephone": "+44 1417812277",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Housing Association",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.easthallpark.org.uk"
            }
        },
        {
            "id": "org-20",
            "name": "Glasgow Sheriff Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court"
            },
            "address": {
                "locality": "Glasgow"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-455",
            "name": "Easthall Park Housing Co-operative",
            "identifier": {
                "legalName": "Easthall Park Housing Co-operative"
            },
            "address": {
                "streetAddress": "6 Glenburnie Place",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G34 9AN"
            },
            "contactPoint": {
                "name": "Kenny Mollins",
                "email": "kenny@easthallpark.org.uk",
                "telephone": "+44 1417812277",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Housing Association",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.easthallpark.org.uk"
            }
        },
        {
            "id": "org-456",
            "name": "fmd financial services ltd",
            "identifier": {
                "legalName": "fmd financial services ltd"
            },
            "address": {
                "streetAddress": "kcedg commercial centre, unit 29 ladyloan place",
                "locality": "glasgow",
                "region": "UKM82",
                "postalCode": "g158lb"
            },
            "contactPoint": {
                "telephone": "+44 7850755770"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "url": "http://"
            }
        },
        {
            "id": "org-105",
            "name": "Glasgow Sheriff Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court"
            },
            "address": {
                "locality": "Glasgow"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "Easthall Park Housing Co-operative",
        "id": "org-455"
    },
    "tender": {
        "id": "ocds-r6ebe6-0000690847",
        "title": "Finance Management Services",
        "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66170000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Easthall Park Housing Co-operative 6 Glenburnie Place G34 9AN"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM82"
                    },
                    {
                        "region": "UKM82"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 150000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2022-06-10T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2022-06-10T12:00:00Z"
        },
        "documents": [
            {
                "id": "APR446839",
                "documentType": "contractNotice",
                "title": "Finance Management Services",
                "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR446839",
                "format": "text/html"
            },
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            },
            {
                "id": "APR446839-1",
                "title": "Finance Management Services - Invitation to Tender",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR446839&idx=1",
                "datePublished": "2022-04-26T14:05:07Z",
                "dateModified": "2022-04-26T14:05:07Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "APR446839-2",
                "title": "FMS - Appendix 1 - Key Business Requirements",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR446839&idx=2",
                "datePublished": "2022-04-26T14:05:07Z",
                "dateModified": "2022-04-26T14:05:07Z",
                "format": "application/msword"
            },
            {
                "id": "APR446839-3",
                "title": "Finance Management Services - Appendix 2 Quality Management Questionnaire",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR446839&idx=3",
                "datePublished": "2022-04-26T14:05:07Z",
                "dateModified": "2022-04-26T14:05:07Z",
                "format": "application/msword"
            },
            {
                "id": "APR446839-4",
                "title": "FMS - Appendix 3 - Fee Bid",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR446839&idx=4",
                "datePublished": "2022-04-26T14:05:07Z",
                "dateModified": "2022-04-26T14:05:07Z",
                "format": "application/msword"
            },
            {
                "id": "APR446839-5",
                "title": "Finance Management Services - Single Procurement Document",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR446839&idx=5",
                "datePublished": "2022-04-26T14:05:08Z",
                "dateModified": "2022-04-26T14:05:08Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JUL452906",
                "documentType": "awardNotice",
                "title": "Finance Management Services",
                "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL452906",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "Easthall Park Housing Co-operative wish to appoint a company / consultant to provide finance management services. The tender is being conducted asa single stage 'Open Procedure' meaning tenderers must submit their completed SPD along with tender returns. Suppliers interested in working with the public sector can get information on preparing tenders and understanding the process from the Public Contracts Scotland website www.supplierjourney.scot. In addition, general support, advice and guidance on completing public sector tenders specifically for Scottish SMEs is available from the Supplier Development Programme www.sdpsscotland.co.uk The contract is anticipated to run for an initial period of one year commencing on 1 September 2022 with provision for two possible extensions each for a further 12 months if mutually agreed and depending f performance and the outcome of the Co-operative period of strategic review. A formal review will be carried out 6-9 months after the contract commences, which will inform the Co-operatve's decision on whether the contract will be extended beyond September 2023. As a guide to potential tenderers, the annual expenditure on services covered by this tender over the next year is circa 40,000 - 50,000 GBP (exclusive of VAT). These figures are intended as a guide only and Easthall Park Housing Co-operative does not guarantee any level of work to be instructed or the resulting contract values.",
                "status": "complete",
                "value": {
                    "amount": 150000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "description": "70"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2022-09-01T00:00:00Z",
                    "endDate": "2023-09-29T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The initial contract will run to September 2023, thereafter there will be the possibility of 2 further extensions of one year following formal reviews"
                }
            }
        ],
        "bidOpening": {
            "date": "2022-06-10T12:00:00Z"
        },
        "communication": {
            "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "As stated in the tender documentation"
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Selection criteria as stated in tender documentation"
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2022-08-12T00:00:00Z"
            }
        },
        "classification": {
            "id": "66000000",
            "scheme": "CPV"
        },
        "hasRecurrence": false,
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "Community benefits are included in the requirement. For more information see: https://www.gov.sct/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has bee provided as follows: We are committed to community empowerment and regeneration and work with existing contractors and suppliers of services to provide Community Benefits to our residents in partnership with Easthall residents Association. Please details any Community Benefits you would offer if awarded the contract in your Quality Management Questionnaire response The SPD document can be downloaded from this notice (SC Ref:699056)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000690847"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000690847"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "ocds-r6ebe6-0000690847-1",
            "suppliers": [
                {
                    "id": "org-456",
                    "name": "fmd financial services ltd"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-r6ebe6-0000690847-1",
            "awardID": "ocds-r6ebe6-0000690847-1",
            "status": "active",
            "value": {
                "amount": 150000,
                "currency": "GBP"
            },
            "dateSigned": "2022-06-30T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2022/S 022-690847"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "1065",
                "measure": "bids",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "1066",
                "measure": "smeBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "1067",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "1068",
                "measure": "foreignBidsFromNonEU",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "1069",
                "measure": "electronicBids",
                "value": 2,
                "relatedLot": "1"
            }
        ]
    }
}