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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 01:00

OJEU - F2 - Contract Notice
Planning

18 Jun 2026 at 01:00

OJEU - F1 - Prior Information Notice
Summary of the contracting process

The Scottish Government is seeking a service provider to administer shared equity home ownership schemes and related aftersales services across Scotland. The work covers the Open Market Shared Equity Scheme and First Homes Fund, including affordability assessments, applications and funding administration. Aftersales work includes property sales, buying out equity, remortgages, additional secured lending, title changes and other transactions involving homes where Scottish Ministers retain an equity stake. The provider will also deliver customer support by telephone, email, website and online application channels; maintain case, document and management information systems; provide financial administration, reporting and performance monitoring; and manage mobilisation, transition from the incumbent and end-of-contract arrangements. The service is classified as financial transaction processing and clearing-house services (CPV 66171000).

The procurement reached tender: the Scottish Government invited offers through an open procedure, with electronic submission. The tender deadline set by the buyer is 11 September 2026 at 12:00 UTC, with bids opened at that time; the award period starts on the same date. The initial contract period is 1,080 days. The buyer may extend it by one year plus one further year, up to a maximum overall duration of five years. The estimated value is £40,000,000. The requirement is demand-led, so spend is not guaranteed. Evaluation gives 15 points to understanding of the requirement and 30 points to price. Bids must remain valid for 180 days, be submitted in English, and variants are not allowed.

This opportunity suits organisations experienced in administering regulated financial or housing schemes, handling high-volume applications and managing complex property and lending transactions. Strong candidates will be able to assess affordability, process conveyancing-related funds, support homeowners and stakeholders, and deliver reliable customer service across telephone, email, web and online channels. The requirement calls for integrated case and document management, management information, reporting, financial controls and effective transition or mobilisation capability. The bidding organisation must be registered with the Financial Conduct Authority and demonstrate a current ratio of at least 1. It must hold or obtain professional indemnity, employers’ liability and public liability including abuse liability insurance of at least £5 million each. Suppliers should also show supply-chain tracking, climate-awareness measures and a clear approach to subcontracting.

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 .. 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-r6ebe6-0000834839
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL561305
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
OJEU - F2 - Contract 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 20262 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
EDINBURGH
Postcode
Not specified
Postcode Area
Not specified
Country
Not specified
Major Region (ITL 1)
Not specified
Basic Region (ITL 2)
Not specified
Small Region (ITL 3)
Not specified
Delivery Location
TLM Scotland
Local Authority
Not specified
Electoral Ward
Not specified
Westminster Constituency
Not specified

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN558282&idx=2
    21st July 2026 - Information Event presentation
  • https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN558282&idx=1
    18th June 2026 - Information Event Registration Information
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN558282
    DFH Home Ownership Scheme Delivery and Shared Equity Aftersales - 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/ The Scottish Government will hold a virtual information event on Tuesday 21st July between 10am and 12pm The information event will be an opportunity to hear more about the Home Ownership Scheme Delivery and Shared Equity Aftersales requirement and will be an opportunity to ask questions relating to this requirement. To register your organisations attendance please complete the form in the link below: https://forms.cloud.microsoft/e/6iDX9M3T5u A maximum of two people from your organisation can attend, this may be reduced to one person depending on the number of organisations wishing to attend. The registration form will close on Wednesday 15th July at 12pm. The information event agenda and attendance instructions will be shared with registered organisations on Thursday 16th July.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL561305
    DFH Home Ownership Scheme Delivery and Shared Equity Aftersales - 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/

Open Contracting Data Standard (OCDS)

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