Live Opportunity

Information

Published

Date of dispatch of this notice: 29/07/2024

Expire date: 06/09/2024

External Reference: cd42c892-42ef-46cf-a044-0cc7cf3809c3

Live Opportunity

Cached Version

Preliminary Data

Type of contract: Services
Procedure: Open

Contact information

Official name: Hyde Housing Association Ltd
Url: https://www.hyde-housing.co.uk
Address line 1: 30 Park Street
Town: London
Postal Code: SE1 9EQ
Country: England
Contact person: Sanja Topalovic
E-mail: Sanja.Topalovic@hyde-housing.co.uk
Phone: +44 2070892690

Contract information

Title attributed to the contract: Financial Advisory Services Framework
Description:

It is Hyde’s intention to create a framework agreement for the supply of financial advisory services. The framework is intended to cover a wide range of financial advisory services including General Finance, Tax Advisory, Treasury Management and Real Estate Financial Analysis and Strategic Asset Advisory

Common procurement vocabulary (CPV)
66171000   Financial consultancy services
71241000   Feasibility study, advisory service, analysis
71242000   Project and design preparation, estimation of costs
71244000   Calculation of costs, monitoring of costs
72224000   Project management consultancy services
79211200   Compilation of financial statements services
79200000   Accounting, auditing and fiscal services
79212500   Accounting review services
79220000   Fiscal services
79311410   Economic impact assessment
79314000   Feasibility study
79410000   Business and management consultancy services
79411100   Business development consultancy services
79412000   Financial management consultancy services
72221000   Business analysis consultancy services
66121000   Mergers and acquisition services
66122000   Corporate finance and venture capital services
66600000   Treasury services
79221000   Tax consultancy services
79222000   Tax-return preparation services
66000000   Financial and insurance services
79419000   Evaluation consultancy services

Dates
Expire date: 04/09/2024 12:00
Contract start date: 01/10/2024
Contract end date: 30/09/2028

Values
Lowest value: 0
Highest value: 360000000

Complementary information

Is this suitable for SME (Small and Medium Enterprises)?:
Is this suitable for VCSE (Voluntary Community and Social Enterprise)?:

Region(s)
Any Region

Additional Details

Attachment 0
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84183&B=HYDE-HOUSING

Refer to tender documents
Attachment 1
https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/119413

Refer to tender documents

AnnexD

It is Hyde’s intention to create a framework agreement for the supply of financial advisory services. The framework is intended to cover a wide range of financial advisory services including General Finance, Tax Advisory, Treasury Management and Real Estate Financial Analysis and Strategic Asset Advisory.

Hyde wishes to establish a Framework Agreement for use by the following UK public sector bodies (and any future successors to these organisations):
Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks.
The list below covers all current and future contracting authorities:.
•(https://www.ons.gov.uk/methodology/classificationsandstandards/economicstatisticsclassifications/introductiontoeconomicstatisticsclassifications)
•	Housing associations, including registered social landlords
•	Councils, including county councils, district councils, county borough councils, community councils, London borough councils, unitary councils, metropolitan councils, parish councils
•	Ministerial and non-ministerial government departments
•	Executive agencies of government and other subsidiary bodies
•	Non-Departmental Public Bodies (NDPBs), including advisory NDPBs, executive NDPBs, and tribunal NDPBs
•	All non-Crown Status Government Companies wholly or partly owned by central government departments and their subsidiaries
•	Assembly Sponsored Public Bodies (ASPBs)
•	Police forces - this includes Police Forces and Special Police Forces in the UK, Police and Crime Commissioners, Police Authorities, and other relevant legislation for the constituent parts of the United Kingdom, for their respective rights and interests.
•	Fire and rescue services
•	Ambulance services
•	Maritime and coastguard agency services
•	NHS bodies: NHS Authorities and Trusts, Clinical commissioning groups
•	Educational bodies or establishments including state schools (nursery schools, primary schools, middle or high schools, secondary schools, special schools), academies, colleges, Pupil Referral Unit (PRU), further education colleges and universities
•	Hospices
•	National Parks
•	Third sector and charities
•	Local Enterprise Partnerships
•	Citizens advice bodies
•	Other Public Bodies and Public corporations and their subsidiary bodies sponsored by Central Government Departments which are not covered by named categories in this list
•	Public financial bodies or institutions
•	Public pension funds
•	Central banks
•	Civil service bodies, including public sector buying organisations
•	All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk

Framework Lots:
Lot 1 - General Finance
•	Statutory reporting.
•	Financial procedures and processes.
•	Accounting / legislation advice.
•	Activity based costing / benchmarking.
•	Funding applications and grants.
•	Forecasting and budgeting.
•	Management accounts and reporting.
•	Subsidiary reporting.
•	Project accounting / reporting.
•	Actuarial science advisory.

Lot 2 - Tax Advisory
•	Assistance with tax queries including VAT, SDLT (Stamp Duty Land Tax), CIS (Construction Industry Scheme), employment tax.
•	Corporate Tax compliance and advisory including relief claims, CIR, charity exemption etc.
•	Assistance with Charity law queries and compliance for new business activity - whether the new activities and new income streams are charitable activities therefore exempted from corporation tax or not, including risk of non-compliance and mitigation.
•	Tax advice on new and existing development schemes.
•	Advice on tax efficient structuring (incl. group structure, establishing new entities, financing etc.)
•	Review of statutory tax computations and returns as required (including CT and VAT returns)
•	Assistance with responding to HMRC enquiries and/or making disclosures to HMRC as required.
•	Assistance with disputes and litigation with HMRC.

Lot 3 - Treasury Management
•	Codes of practice.
•	Debt management.
•	External loan portfolio.
•	Investment reviews and strategies.
•	Market conditions.
•	Treasury management risk.
•	Funding management.

Lot 4 - Real Estate Financial Analysis and Strategic Asset Advisory
•	Accounting and Financial analysis with a counter-party credit risk management emphasis (with particular attention to contracting partners on developments).
•	Assistance with financial modelling, particularly external reviews and integrity checks on financial models.
•	Financial and/or tax due diligence on corporate structures in an acquisitions’ context.
•	Evaluation of risks.
•	Financial modelling and model reviews.
•	Financial reviews, evaluations and feasibility studies.
•	Financial analysis and reporting.
•	Transaction Analysis with specific consideration for public sector perspectives (Local and Central Government).
•	Benchmarking.
•	Financial and Economic analysis of real options in respect of development and investment opportunities.
•	Real estate / asset valuations.
•	Transaction support on portfolio disposals.
•	Analysing and providing advisory services to optimise real estate portfolios.
•	Financial modelling (build and support).
•	Demographic modelling.
•	Data science advisory.