Tender

Retained Treasury Management Services

  • Scottish Borders Housing Association Ltd

F02: Contract notice

Notice identifier: 2025/S 000-012541

Procurement identifier (OCID): ocds-h6vhtk-04fc06

Published 2 April 2025, 2:38pm



Section one: Contracting authority

one.1) Name and addresses

Scottish Borders Housing Association Ltd

South Bridge House, Whinfield Road

Selkirk

TD7 5DT

Contact

Carly Stewart

Email

carly.stewart@sbha.org.uk

Telephone

+44 1750724444

Fax

+44 1750724445

Country

United Kingdom

NUTS code

UKM91 - Scottish Borders

Internet address(es)

Main address

http://www.sbha.org.uk

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA11442

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

www.publiccontractsscotland.gov.uk

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

www.publiccontractscotland.gov.uk

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Housing and community amenities


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Retained Treasury Management Services

two.1.2) Main CPV code

  • 66600000 - Treasury services

two.1.3) Type of contract

Services

two.1.4) Short description

SBHA wish to award a contract for retained treasury management services for a period of 3 years plus 2 one year extensions.

two.1.5) Estimated total value

Value excluding VAT: £50,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.3) Place of performance

NUTS codes
  • UKM91 - Scottish Borders
Main site or place of performance

Selkirk

two.2.4) Description of the procurement

Retained Treasury Management Services, please see additional documentation for detailed specification.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70

Price - Weighting: 30

two.2.6) Estimated value

Value excluding VAT: £50,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

2 x 12 month extensions (extension periods are calculated in the contract value)

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

Registered and Regulated by FCA and Enrolled/Member of CIPFA, please include any relevant membership numbers.

three.1.2) Economic and financial standing

List and brief description of selection criteria

Experience credit score

Minimum level(s) of standards possibly required

51

three.1.3) Technical and professional ability

List and brief description of selection criteria

As stated in the procurement documents

three.2) Conditions related to the contract

three.2.1) Information about a particular profession

Execution of the service is reserved to a particular profession

Reference to the relevant law, regulation or administrative provision

Treasury Management Services

three.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

5 May 2025

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Tender must be valid until: 6 October 2025

four.2.7) Conditions for opening of tenders

Date

5 May 2025

Local time

12:00pm

Place

Selkirk


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published: 5 years time

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=795069.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(SC Ref:795069)

Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=795069

six.4) Procedures for review

six.4.1) Review body

Sheriff Office

Selkirk

Country

United Kingdom