[FtsS09F02ContractNotice]

[Information]

[Published]

[ExpireDate]: 6.9.2024

[ExternalReference]: 2024-558669

[FtsReference]: 2024-023668

[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
[Nutscode]:  UK -  UNITED KINGDOM
[Internets]:
I.3)

[InfoTendering]

[AddressObtainDocs]:  
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84183&B=HYDE-HOUSING
[AddressFurtherinfo]
[AsContactsAbove]:  
[AddressSendTendersRequest]
[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.
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