Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support

Amounts and figures

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. 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 priced 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 wi…

Official publications

• Lift Installation, Maintenance and Servicing
  Published: 24 September 2026
• Lift Installation, Maintenance and Servicing
  Published: 12 August 2026
• Tender for External Audit Services
  Published: 1 May 2026
• Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support
  Published: 18 March 2026
• Tender for Treasury Advisory Services & Brixx Financial Modelling Software Support
  Published: 4 March 2026
• Quotation for Loan Security Valuations
  Published: 14 January 2026
• EIP2 Phase 3, 4 and 5
  Published: 23 December 2025
• Quotation for Loan Security Valuations
  Published: 14 December 2025
• Tender for External Audit Services
  Published: 22 October 2025
• NEW FUNDING QUOTATIONS – APPOINTMENT OF LEGAL ADVISORS
  Published: 13 October 2025

Previous and next from Greatwell Homes Limited

• Provision of Insurance and Related Services to Greatwell Homes Limited — 9 September 2025
• REQUEST FOR QUOTATION (RFQ) FOR NEW FUNDING QUOTATIONS – APPOINTMENT OF LEGAL ADVISORS — 15 August 2025
• Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Greatwell Homes… — 22 July 2025
• The feasibility and design for development of small land sites — 3 July 2025

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Frequently asked questions

Who is the buyer of this tender?

The contracting authority is Greatwell Homes Limited (United Kingdom).

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