---
title: "Fife Housing Group - Invitation to Tender for Funding and Treasury Advisor Services"
ocid: "ocds-r6ebe6-0000540882"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000540882"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000540882.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000540882.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "FIFE HOUSING ASSOCIATION"
published: "2018-11-06"
---

# Fife Housing Group - Invitation to Tender for Funding and Treasury Advisor Services

Buyer: FIFE HOUSING ASSOCIATION  
Current stage: Award  
OCID: ocds-r6ebe6-0000540882

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000540882.json)

## Summary

The procurement process concerns the Fife Housing Association, which is seeking a Funding and Treasury Advisor through an open tender procedure. The contract, valued at £50,000, is set to commence on 1 July 2018 and is expected to support the organisation's strategic financial management. The tender period ends on 17 May 2018, and it is located in Fife, UK, under the services category for housing and community amenities.

This tender presents significant growth opportunities for small and medium-sized enterprises (SMEs) with expertise in financial advisory services. Businesses specialising in funding solutions, treasury management, and similar advisory services would be well-positioned to compete, especially given that three bidders will be shortlisted for interviews based on their proposals. Companies are advised to prepare comprehensive submissions, demonstrating relevant experience and capability to meet the expectations outlined by the Fife Housing Association.

## Notice

2.1. The contract for retained advisory services will commence on 1 July 2018.

### Lot Information

Lot 1

The following should be noted: FHG do not undertake to accept the lowest tender; FHG reserve the right not to accept any tender; FHG intend to shortlist three organisations for interview but depending on the proposals received we may shortlist more or less than three; FHG will not be held liable for the abortive costs of any organisation, however incurred, in the preparation and submission of tenders in connection with this brief or any part of the selection process.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336252 |
| Notice type | PCS Notice - Website Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Nov 2018 |
| Submission deadline | 17 May 2018 |
| Future notice date | Not specified |
| Award date | 5 Jun 2018 |
| Contract period | 2 Jul 2018 - 31 Mar 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £37,650 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | FIFE HOUSING ASSOCIATION |
| Locality | DUNFERMLINE |
| Post town | Kirkcaldy |
| Postcode | KY11 8UU |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM01 Clackmannanshire and Fife |
| Local authority | Fife |
| Electoral ward | Dunfermline Central |
| Westminster constituency | Dunfermline and Dollar |
| Delivery location | TLM72 Clackmannanshire and Fife |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | JC RATHBONE ASSOCIATES |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66152000 - Financial market regulatory services

## Release History

- 6 Nov 2018 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336252
- 6 Nov 2018 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336231
- 26 Apr 2018 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR317654

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR317654&idx=3
  26th April 2018 - Appendix 2 - loan portfolio return
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR317654&idx=1
  26th April 2018 - Invitation to Tender for Funding and Treasury Advisor Services
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR317654&idx=2
  26th April 2018 - Appendix 1: Accounts for year ended 31 March 2017
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR317654
  Fife Housing Group - Invitation to Tender for Funding and Treasury Advisor Services - 2.1. The contract for retained advisory services will commence on 1 July 2018.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336252
  Fife Housing Group - Invitation to Tender for Funding and Treasury Advisor Services - 2.1. The contract for retained advisory services will commence on 1 July 2018.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336231
  Fife Housing Group - Invitation to Tender for Funding and Treasury Advisor Services - 2.1. The contract for retained advisory services will commence on 1 July 2018.

## Notice URLs

- http://
- http://www.fifeha.org.uk
- http://www.fifehg.org.uk
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000540882

## 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-r6ebe6-0000540882. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000540882.json.
