[ExpireDate]: 6/9/2024
[ExternalReference]: 2024-558669
[FtsReference]: 2024-023668
[FtsS09F02ContractNotice]
[Information]
[FtsS09F02ContractNotice]
[NoticeContract]
[Section1]: [Ca]
I.1)
[NameAddressContact]
Hyde Housing Association Ltd
IP18195R
30 Park Street
London
SE1 9EQ
UK
[Contactpoint]:
Sanja Topalovic
[AddressPhone]:
+44 2070892690
[AddressEmail]:
Sanja.Topalovic@hyde-housing.co.uk
[Nutscode]:
UK -
UNITED KINGDOM
[UrlGeneral]:
https://www.hyde-housing.co.uk
[UrlBuyerprofile]:
https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/119413
I.3)
[InfoTendering]
[AddressObtainDocs]:
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84183&B=HYDE-HOUSING[AddressFurtherinfo]
[AsContactsAbove]:
[AddressSendTendersRequest]
[AddressSendTenders]:
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84183&B=HYDE-HOUSING
[AddressSendTendersRequest]
[AddressToAbove]
I.4)
[CaType]
[MaintypePublicbody]
I.5)
[Mainactivity]
[MainactivHousing]
[Section2]: [Object]
II.1)
[QuantityScopeContract]
II.1.1)
[TitleContract]
Financial Advisory Services Framework
II.1.2)
[CpvMain]
66171000
-
II.1.3)
[TypeContract]
[Services]
II.1.4)
[DescrShort]
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)
[ValueMagnitudeEstimatedTotal]
[ValueExclVat]: 360000000.00
GBP
II.1.6)
[LotsInfo]
[DivisionLots]:
[Yes]
[LotsSubmittedFor]
[LotsAll]
II.2)
[Description]
II.2.1)
[TitleContract]
Financial Advisory Services Framework
[LotNumber]:
1
II.2.2)
[CpvAdditional]
66000000
-
66121000
-
66122000
-
66600000
-
71241000
-
71242000
-
71244000
-
72221000
-
72224000
-
79200000
-
79211200
-
79212500
-
79220000
-
79221000
-
79222000
-
79311410
-
79314000
-
79410000
-
79411100
-
79412000
-
79419000
-
II.2.3)
[PlacePerformance]
[Nutscode]:
UK -
UNITED KINGDOM
II.2.4)
[DescrProcurement]
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.
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.
II.2.5)
[AwardCriteria]
[AwardCriteriaDescriptive]
II.2.6)
[ValueMagnitudeEstimated]
[ValueExclVat]: 360000000.00
GBP
II.2.7)
[DurationContractFrameworkDps]
[DurationMonths]:
48
[RenewalsSubject]:
[No]
II.2.10)
[VariantsInfo]
[VariantsAccepted]:
[No]
II.2.11)
[OptionsInfo]
[Options]:
[No]
II.2.13)
[EuProgrInfo]
[EuProgrRelated]:
[No]
II.2.14)
[InfoAdditional]
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.
[Section3]: [InfoLegal]
III.1)
[ConditionsParticip]
III.1.1)
[SituationPersonalIncl]
[InfoEvaluatingRequir]:
Refer to tender documents.
III.1.2)
[EconomicFinancialStanding]
[InfoEvaluatingWethRequir]:
Refer to tender documents.
[MinStandardsRequired]:
Refer to tender documents.
III.1.3)
[TechnicalCapacity]
[InfoEvaluatingWethRequir]:
Refer to tender documents.
[MinStandardsRequired]:
Refer to tender documents.
III.2)
[ConditionsContract]
III.2.2)
[OtherConditions]
Refer to tender documents.
[Section4]: [Procedure]
IV.1)
[Description]
IV.1.1)
[TypeProcedure]
[ProctypeOpen]
IV.1.3)
[FrameworkContractDpsInfo]
[NoticeInvolvesFramework]
[FrameworkSeveral]
[FrameworkParticipEnvis]:
10
IV.1.8)
[GpaInfo]
[GpaCovered]
: [No]
IV.2)
[InfoAdmin]
IV.2.1)
[PubPrevious]
[NumberOj]: 2019/S 211-517049
IV.2.2)
[LimitReceiptTendersReqPart]
[Date]:
04/09/2024
[Time]:
12:00
IV.2.4)
[LanguagesAllowed]
[Language_EN]
IV.2.7)
[OpeningConditions]
[Date]:
04/09/2024
[Time]:
12:00
[Section6]: [InfoComplement]
VI.1)
[RecurrenceInfo]
[RecurrentProcurement]:
[Yes]
[FurtherNoticesTiming]:
4 years
VI.2)
[InfoEworkflow]
[EorderingUsed]
[EinvoicingUsed]
[EpaymentUsed]
VI.4)
[AppealsProcedure]
VI.4.1)
[AppealsBody]
Royal Courts of Justice
The Strand, London, WC2A 2LL, United Kingdom
London
WC2A 2LL
UK
[AddressPhone]:
+44 2079477772