How to win: Financial Advisors

About this contract

GSA require a supportive Treasury Advisory specialist to provide proactive support to the Treasury function throughout the year. The key elements of this include: - Review and challenge the Financial Plan - Support for annual review of the Treasury Management Policy. - Support for all lender engagements inc credit ratings annual processes. - Provide ad-hoc support and advise identifying areas of risk or strategies to exploit opportunities for GSA. GSA require Investor Relations Support relating to GSA's current public listed (AIM) Bond, and provide support for all aspects of Investor Relations including enquires and engagement. GSA require ESG Reporting Support linked to the Public Bond. GSA is required to produce and publish annual sustainability reporting, this will support end to end review and challenge and some co-creation of the product.

How to win contracts like this

• ✓Answer against the marking scheme, not the question text — GREENSQUAREACCORD LIMITED scores each response, so map your evidence to the published criteria and weightings.
• ✓At £250,000, expect quality and social value to carry a large share of the score — price alone rarely wins services work.
• ✓Show recent, comparable delivery: name similar services contracts you've delivered for public bodies, with measurable outcomes.
• ✓Start early: deadlines are tight and a strong bid takes iteration.

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