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Loan Brokerage and Financial Advisory Services

Open

International

Response Deadline12/11/2026, 12:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

Falmouth Exeter Plus

NAICS

523110 - Investment Banking and Securities Dealing

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 2144Falmouth.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Loan Finance Tender

AI Contract Breakdown

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The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 13

subcontract

Response DeadlineDec 11

Submission deadline

Response Deadline

12/11/2026, 12:00:00 PM UTCin 28 days

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Organization & Contact Information

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AgencyFalmouth Exeter Plus

ContactsNo contacts available

OfficeN/A

Organization / AgencyFalmouth Exeter Plus

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs loan brokerage and arrangement services for prime contractors on Falmouth Exeter Plus refinancing projects. Manages relationships between lenders and clients and provides reporting and administrative support for loan facilities. Requires expertise in institutional loan brokerage and financial reporting. Delivers brokerage agreements, relationship management frameworks, and financial reports.

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Falmouth Exeter Plus is seeking proposals from qualified lenders to provide loan finance services to refinance existing borrowing arrangements and support the university's long-term financial strategy. The estimated total value of the contract is 4,000,000 GBP excluding VAT, or 4,800,000 GBP including VAT, with an estimated performance period running from February 8, 2027, to February 10, 2031. This procurement follows an open procedure governed by the Government Procurement Agreement. The award will be based on a weighted evaluation consisting of commercial factors at 60 percent, technical factors at 30 percent, and sustainability and social value at 10 percent. Technical evaluations will focus on the proposal, relationship management, reporting and support, and experience and capability. Additionally, bidders must pass a pre-qualification questionnaire and provide details regarding carbon reduction policies and social value benefits, such as community investment and apprenticeship opportunities. Proposals must be submitted in English via the electronic portal by December 11, 2026, at 12:00pm.

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