Buyer Name: Greatwell Homes Limited
Buyer Address: Unit 7, Midland Business Units, Finedon Road, Wellingborough, UKF25, NN8 4AD, United Kingdom
Contact Name: Helen Haywood
Contact Email: helen.haywood@greatwellhomes.org.uk
Contact Telephone: 01933234450
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 £1m) 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
External Link: https://www.find-tender.service.gov.uk/Notice/000629-2026
Link Description: Tender notice on Find a Tender
Lot 1 Status: active
Lot 1 Value (Gross): GBP 241,500.00
Lot 1 Contract Start: 2026-03-16T00:00:00+00:00
Lot 1 Contract End: 2029-03-15T23:59:59+00:00
Lot 1 SME Suitable: Yes
Lot 1 Award Criterion (quality): Knowledge & Experience (30%)
Lot 1 Award Criterion (quality): New Finance (20%)
Lot 1 Award Criterion (quality): Added Value & Social Value (10%)
Lot 1 Award Criterion (price): Pricing (40%)
Document Description: Not published
Document Description: Tender notice on Find a Tender
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"description": "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.\nThe 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.\nUnder the retainer we expect to receive:\n\u2022Daily, weekly and monthly rate sheets and regular market updates\n\u2022Economic Business Plan Assumptions\n\u2022Updates to the Annual Treasury Strategy\n\u2022Annual review and update of the Treasury Management Policy and associated procedures\n\u2022Regular economic commentary with a focus on the affordable housing sector\n\u2022Access to briefings and on-line webinars to build knowledge and support continued professional development\n\u2022Strategic insight and training for Board members (predominantly on-line)\n\u2022General advice and support on an ad-hoc basis\n\u2022Independent review of the Brixx financial model and stress-testing including sense check of outputs with supporting commentary\n\u2022Review of the Regulator\u0027s FFR prior to submission\n\u2022Quarterly mark to market reports and annual fair value valuations where required\n\u2022Counterparty credit information\n\u2022Support with the Resilience Plan\n\u2022Sector benchmarking where appropriate\nWe 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\u2019s where appropriate. Bidders will be expected to have in place appropriate professional indemnity insurance (minimum \u00a31m) 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.\nFor more information about this opportunity, please visit the Delta eSourcing portal at: \nhttps://www.delta-esourcing.com/tenders/UK-UK-Wellingborough:-Treasury-services./2R848B9DR8\nTo respond to this opportunity, please click here: \nhttps://www.delta-esourcing.com/respond/2R848B9DR8",
"documents": [
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"documentType": "conflictOfInterest",
"id": "conflictOfInterest"
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"format": "application/pdf",
"id": "A-9917",
"url": "https://www.find-tender.service.gov.uk/Notice/Attachment/A-9917"
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"datePublished": "2026-01-06T12:05:18Z",
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"id": "1",
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"legalBasis": {
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"startDate": "2026-03-16T00:00:00+00:00"
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"id": "1",
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"selectionCriteria": {
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"type": "economic"
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"status": "active",
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"value": {
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"mainProcurementCategory": "services",
"procedure": {
"features": "Actual/indicative timetable is as follows:\nPreliminary Market Engagement Notice (published 24 November 2025)\nTender Notice \u0026 selection questionnaire published 6 January 2026\nDeadline to complete SQ 9 January 2026\nITT issued 12 January 2026\nOpportunity for clarification questions / date for bidders clarification meetings 26 January 2026\nDeadline to submit tenders - 9 February 2026\nEvaluation \u0026 shortlist completed by 18 February 2026\nEvaluator meetings with shortlist 25 February 2026\nPreferred supplier selection and evaluation summaries issued to unsuccessful bidders 2 March 2026\nPublish Tender Award Notice \u0026 commence standstill period 2 March 2026\nPublish Tender Details Notice \u0026 Contract Start Date - 16 March 2026"
},
"procurementMethod": "open",
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"title": "Tender for Treasury Advisory Services \u0026 Brixx Financial Modelling Software Support",
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}