Award

Calvay HA Financial Services Agent 2025

CALVAY HOUSING ASSOCIATION LIMITED

This public procurement record has 2 releases in its history.

Award

26 Sep 2025 at 00:00

Tender

31 Mar 2025 at 00:00

Summary of the contracting process

The procurement process for the "Calvay HA Financial Services Agent 2025" has been concluded by the Calvay Housing Association Limited, located in Barlanark, Glasgow. This contract, under the industry category of Housing and Community Amenities (CPV code: 66171000), was executed through an open procedure, reflecting the procurement method details as open. The contract value stands at £62,530 and was signed on 26th September 2025. The process entered the award stage with a contract status marked as active, indicating that the procurement concluded successfully and the service provision is set to commence. The primary delivery location is specified as Barlanark G33 in the UKM82 region.

This tender presents significant opportunities for businesses, particularly small and medium-sized enterprises that specialise in financial services, as evidenced by the awarded contract to fmd financial services ltd, an SME. Companies that focus on comprehensive financial service provision, with the ability to deliver high-quality tender responses, are ideally suited to benefit from such opportunities. With contract terms allowing for possible extensions until 2032, there are growth prospects in forming sustained relationships with public sector bodies. The structured criteria emphasising both quality and cost provide a fair competitive landscape for entities capable of meeting specific financial management needs in the public housing 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

Calvay HA Financial Services Agent 2025

Notice Description

The successful Candidate will be responsible for the services to be undertaken comprising the provision of Financial Services for the Employer as detailed in the Description of Services & Requirements (refer Schedule 2) in the Tender Document.

Lot Information

Lot 1

The tender documents evaluated will comprise the SPD, your quality score for the TQQ; and the Contract Sum stated on the Form of Tender. The submitted SPD will be assessed as a pass or fail to identify consultants who meet the criteria. Only those consultants who achieve an SPD pass will have their tender quality and cost considered/ evaluated. The criteria for scoring will be to reach a total percentage score as follows: Price (tender- contract sum)- deducting 1% from 100 for every percentage point each tender rate is in excess of the lowest tender rate, prior to weighting. Quality- out of 100 for your TQQ submission, ranked in relation to the other candidates. The candidates will be scored relative to each other (best answer scoring highest), based on the Employer's individual aspirations/ requirements and the information provided by the candidate(s).. Refer to Instructions to Consultants in the Tender Document at page 3.

Renewal: The initial contract period will be on or after 1st May 2025 to 30th April 2028, with options to extend the contract solely at the Employer's discretion on an annual basis thereafter to 30th April 2032.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000794765
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP540121
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
SME

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
£62,530 Under £100K

Notice Dates

Publication Date
26 Sep 20255 months ago
Submission Deadline
30 Apr 2025Expired
Future Notice Date
Not specified
Award Date
26 Sep 20255 months ago
Contract Period
1 May 2025 - 30 Apr 2028 3-4 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
CALVAY HOUSING ASSOCIATION LIMITED
Contact Name
Not specified
Contact Email
enquiries@calvay.org.uk
Contact Phone
+44 1417717722

Buyer Location

Locality
BARLANARK
Postcode
G33 4RE
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
East Centre
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-r6ebe6-0000794765-2025-09-26T00:00:00Z",
    "date": "2025-09-26T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000794765",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-7",
            "name": "Calvay Housing Association Limited",
            "identifier": {
                "legalName": "Calvay Housing Association Limited"
            },
            "address": {
                "streetAddress": "The Calvay Centre, 16 Calvay Road",
                "locality": "Barlanark",
                "region": "UKM82",
                "postalCode": "G33 4RE"
            },
            "contactPoint": {
                "email": "enquiries@calvay.org.uk",
                "telephone": "+44 1417717722",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.calvay.org.uk"
            }
        },
        {
            "id": "org-8",
            "name": "Glasgow Sheriff Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court"
            },
            "address": {
                "streetAddress": "1 Carlton Place",
                "locality": "Glasgow",
                "postalCode": "G5 9TW"
            },
            "contactPoint": {
                "email": "glasgow@scotcourts.gov.uk",
                "telephone": "+44 1414298888",
                "url": "http://www.scotcourts.gov.uk"
            },
            "roles": [
                "reviewBody",
                "mediationBody",
                "reviewContactPoint"
            ]
        },
        {
            "id": "org-35",
            "name": "Calvay Housing Association Limited",
            "identifier": {
                "legalName": "Calvay Housing Association Limited"
            },
            "address": {
                "streetAddress": "The Calvay Centre, 16 Calvay Road",
                "locality": "Barlanark",
                "region": "UKM82",
                "postalCode": "G33 4RE"
            },
            "contactPoint": {
                "email": "enquiries@calvay.org.uk",
                "telephone": "+44 1417717722",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.calvay.org.uk"
            }
        },
        {
            "id": "org-36",
            "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": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-37",
            "name": "Glasgow Sheriff Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court"
            },
            "address": {
                "streetAddress": "1 Carlton Place",
                "locality": "Glasgow",
                "postalCode": "G5 9TW"
            },
            "contactPoint": {
                "email": "glasgow@scotcourts.gov.uk",
                "telephone": "+44 1414298888",
                "url": "http://www.scotcourts.gov.uk"
            },
            "roles": [
                "reviewBody",
                "mediationBody",
                "reviewContactPoint"
            ]
        }
    ],
    "buyer": {
        "name": "Calvay Housing Association Limited",
        "id": "org-35"
    },
    "tender": {
        "id": "6389",
        "title": "Calvay HA Financial Services Agent 2025",
        "description": "The successful Candidate will be responsible for the services to be undertaken comprising the provision of Financial Services for the Employer as detailed in the Description of Services & Requirements (refer Schedule 2) in the Tender Document.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66171000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Barlanark G33"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM82"
                    },
                    {
                        "region": "UKM82"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2025-04-30T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2025-04-30T14:00:00Z"
        },
        "documents": [
            {
                "id": "MAR527121",
                "documentType": "contractNotice",
                "title": "Calvay HA Financial Services Agent 2025",
                "description": "The successful Candidate will be responsible for the services to be undertaken comprising the provision of Financial Services for the Employer as detailed in the Description of Services & Requirements (refer Schedule 2) in the Tender Document.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527121",
                "format": "text/html"
            },
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            },
            {
                "id": "MAR527121-1",
                "title": "Tender and Contract Document",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR527121&idx=1",
                "datePublished": "2025-03-31T08:50:11Z",
                "dateModified": "2025-03-31T08:50:11Z",
                "format": "application/pdf"
            },
            {
                "id": "MAR527121-2",
                "title": "Form of Tender",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR527121&idx=2",
                "datePublished": "2025-03-31T08:50:12Z",
                "dateModified": "2025-03-31T08:50:12Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "MAR527121-3",
                "title": "Tender Quality Questionnaire",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAR527121&idx=3",
                "datePublished": "2025-03-31T08:50:12Z",
                "dateModified": "2025-03-31T08:50:12Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "SEP540121",
                "documentType": "awardNotice",
                "title": "Calvay HA Financial Services Agent 2025",
                "description": "The successful Candidate will be responsible for the services to be undertaken comprising the provision of Financial Services for the Employer as detailed in the Description of Services & Requirements (refer Schedule 2) in the Tender Document.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP540121",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The tender documents evaluated will comprise the SPD, your quality score for the TQQ; and the Contract Sum stated on the Form of Tender. The submitted SPD will be assessed as a pass or fail to identify consultants who meet the criteria. Only those consultants who achieve an SPD pass will have their tender quality and cost considered/ evaluated. The criteria for scoring will be to reach a total percentage score as follows: Price (tender- contract sum)- deducting 1% from 100 for every percentage point each tender rate is in excess of the lowest tender rate, prior to weighting. Quality- out of 100 for your TQQ submission, ranked in relation to the other candidates. The candidates will be scored relative to each other (best answer scoring highest), based on the Employer's individual aspirations/ requirements and the information provided by the candidate(s).. Refer to Instructions to Consultants in the Tender Document at page 3.",
                "status": "complete",
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "TQQ Quality",
                            "description": "80"
                        },
                        {
                            "type": "price",
                            "description": "20"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2025-05-01T00:00:00Z",
                    "endDate": "2028-04-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The initial contract period will be on or after 1st May 2025 to 30th April 2028, with options to extend the contract solely at the Employer's discretion on an annual basis thereafter to 30th April 2032."
                }
            }
        ],
        "bidOpening": {
            "date": "2025-04-30T14:00:00Z",
            "address": {
                "streetAddress": "The Calvay Centre, 16 Calvay Road, Barlanark, Glasgow G33 4RE and on line"
            },
            "description": "Committee and/ or HA staff in accordance with Calvay HA tendering procedures."
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "As stated in the procurement documents"
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2025-07-29T00:00:00Z"
            }
        },
        "classification": {
            "id": "66171000",
            "scheme": "CPV"
        },
        "hasRecurrence": false,
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "Refer to Instructions to Consultants in the Tender Document at page 3. (SC Ref:811390)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000794765"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000794765"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "6389",
            "suppliers": [
                {
                    "id": "org-36",
                    "name": "fmd financial services ltd"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "6389",
            "awardID": "6389",
            "status": "active",
            "value": {
                "amount": 62530,
                "currency": "GBP"
            },
            "dateSigned": "2025-09-26T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2025/S 000-011907"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "66",
                "measure": "bids",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "67",
                "measure": "smeBids",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "68",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "69",
                "measure": "foreignBidsFromNonEU",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "70",
                "measure": "electronicBids",
                "value": 2,
                "relatedLot": "1"
            }
        ]
    }
}