---
title: "Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support"
ocid: "ocds-h6vhtk-05e742"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05e742"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05e742.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05e742.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "GREATWELL HOMES LIMITED"
published: "2026-01-06"
---

# Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support

Buyer: GREATWELL HOMES LIMITED  
Current stage: Tender  
OCID: ocds-h6vhtk-05e742

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## Summary

Greatwell Homes Limited, a public authority within the sub-central government category, is currently seeking to procure Treasury Advisory Services and Brixx Financial Modelling Software Support via an open, competitive flexible procedure. The procurement is targeted at the services industry, specifically treasury services, and focuses on supporting housing associations registered with the Regulator of Social Housing in England and Wales. The procurement process is at the tender stage, with key dates including the selection questionnaire deadline on 9 January 2026, the tender submission deadline on 9 February 2026, and the contract expected to commence on 16 March 2026. The services will be delivered in Wellingborough, UK, with the total contract value estimated at £241,500.00. Potential bidders must possess relevant professional indemnity insurance and demonstrate expertise in the affordable housing sector, complying with legislative standards.

This tender presents significant opportunities for businesses specialising in treasury advisory services and financial modelling software support, particularly those familiar with the affordable housing sector. Companies that can offer strong professional indemnity insurance and possess robust knowledge of sector-specific financial management stand to benefit. The contract spans three years, with an option to extend for two additional one-year periods (3+1+1), offering sustained business potential. SMEs authorised by the Financial Conduct Authority and those skilled in UK social housing market dynamics are well-placed to compete for this opportunity, leveraging their ability to provide strategic insights, economic planning, and training services essential for the growth and finance access in social housing.

## Notice

We are seeking to appoint a treasury advisor, on a retainer, with knowledge and experience of working with Housing Associations registered with the Regulator of Social Housing for England and Wales to act as critical friend and subject matter expert to the Executive Management Team and the Board, advising on all aspects of treasury management within an affordable housing sector context and to also provide support and assurance on the Brixx financial modelling software and outputs. The appointed treasury advisor will support Greatwell Homes to access the funding markets in the most cost-effective way to raise new finance to support the delivery of corporate objectives and will occasionally be required to provide additional support with the Brixx financial modelling software including training. These services are out of scope for the retainer and will be quoted separately when required. Under the retainer we expect to receive: *Daily, weekly and monthly rate sheets and regular market updates *Economic Business Plan Assumptions *Updates to the Annual Treasury Strategy *Annual review and update of the Treasury Management Policy and associated procedures *Regular economic commentary with a focus on the affordable housing sector *Access to briefings and on-line webinars to build knowledge and support continued professional development *Strategic insight and training for Board members (predominantly on-line) *General advice and support on an ad-hoc basis *Independent review of the Brixx financial model and stress-testing including sense check of outputs with supporting commentary *Review of the Regulator's FFR prior to submission *Quarterly mark to market reports and annual fair value valuations where required *Counterparty credit information *Support with the Resilience Plan *Sector benchmarking where appropriate We expect the appointment to be on a 3-year contract with two one-year options to extend (3+1+1) with the contract to be managed in accordance with the principles of procurement legislation including KPI's where appropriate. Bidders will be expected to have in place appropriate professional indemnity insurance (minimum PS1m) and policies covering EDI, sustainability and financial crimes compliance for the duration of the contract and demonstrate relevant knowledge and experience of working with the affordable housing sector. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Wellingborough:-Treasury-services./2R848B9DR8 To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/2R848B9DR8

### Lot Information

Lot 1

Renewal: There will be two one year extension options

### Planning Information

Preliminary market engagement notice published to confirm interest. Estimated date to publish Tender Notice and Tender Documents is 05 December and estimated closing date for submissions is 22 December with an estimated contract start date by end of January 2026.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/000629-2026 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Competitive flexible procedure |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning, Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Jan 2026 |
| Submission deadline | 8 Jan 2026 |
| Future notice date | 1 Dec 2025 |
| Award date | Not specified |
| Contract period | 16 Mar 2026 - 15 Mar 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £241,500 |
| Lots value | £241,500 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | GREATWELL HOMES LIMITED |
| Locality | WELLINGBOROUGH |
| Post town | Northampton |
| Postcode | NN8 4AD |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF2 Leicestershire, Rutland and Northamptonshire |
| ITL 3 | TLF25 North Northamptonshire |
| Local authority | North Northamptonshire |
| Electoral ward | Finedon |
| Westminster constituency | Wellingborough and Rushden |
| Delivery location | TLF25 North Northamptonshire |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66600000 - Treasury services

## Release History

- 6 Jan 2026 at 12:05 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/000629-2026
- 24 Nov 2025 at 12:05 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/076417-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/000629-2026
  6th January 2026 - Tender notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/076417-2025
  24th November 2025 - Preliminary market engagement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/Attachment/A-9917

## Notice URLs

- https://www.delta-esourcing.com/
- https://www.delta-esourcing.com/respond/2R848B9DR8
- https://www.delta-esourcing.com/tenders/UK-UK-Wellingborough:-Treasury-services./2R848B9DR8
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05e742. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05e742.json.