II.1)
Scope of the procurement
Financial Advisory Services Framework
66171000
-
Financial consultancy services
Services
II.1.4)
Short 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.
II.1.5)
Estimated total value
Value excluding VAT: 360000000.00
GBP
II.1.6)
Information about lots
This contract is divided into lots:
yes
Tenders may be submitted for
all lots
Financial Advisory Services Framework
Lot No:
1
II.2.2)
Additional CPV code(s)
66000000
-
Financial and insurance services
66121000
-
Mergers and acquisition services
66122000
-
Corporate finance and venture capital services
66600000
-
Treasury services
71241000
-
Feasibility study, advisory service, analysis
71242000
-
Project and design preparation, estimation of costs
71244000
-
Calculation of costs, monitoring of costs
72221000
-
Business analysis consultancy services
72224000
-
Project management consultancy services
79200000
-
Accounting, auditing and fiscal services
79211200
-
Compilation of financial statements services
79212500
-
Accounting review services
79220000
-
Fiscal services
79221000
-
Tax consultancy services
79222000
-
Tax-return preparation services
79311410
-
Economic impact assessment
79314000
-
Feasibility study
79410000
-
Business and management consultancy services
79411100
-
Business development consultancy services
79412000
-
Financial management consultancy services
79419000
-
Evaluation consultancy services
II.2.3)
Place of performance
NUTS code:
UK -
UNITED KINGDOM
II.2.4)
Description of the procurement
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.
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.
Price is not the only award criterion and all criteria are stated only in the procurement documents
Value excluding VAT: 360000000.00
GBP
II.2.7)
Duration of the contract, framework agreement or dynamic purchasing system
Duration in months:
48
This contract is subject to renewal:
no
II.2.10)
Information about variants
Variants will be accepted:
no
II.2.11)
Information about options
Options:
no
II.2.13)
Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
no
II.2.14)
Additional information
The Framework Value of £360,000,000 does not relate to the contract value. The Framework Value is a nominal amount to provide sufficient scope for framework usage by other public sector bodies during the 4 year framework term.