Notice Information
Notice Title
Financial Advisory Services Framework
Notice 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.
Lot Information
LOT 1 - General Finance
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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk Additional information: The Framework Value of PS360,000,000 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.
LOT 2 - Tax AdvisoryIt 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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk Additional information: The Framework Value of PS360,000,000 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.
LOT 3 - TreasuryIt 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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk Additional information: The Framework Value of PS360,000,000 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.
LOT 4 - Real Estate Financial Analysis and Strategic Asset AdvisoryIt 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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk Additional information: The Framework Value of PS360,000,000 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.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-0485a9
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/005523-2025
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- Tender Notice
- Procurement Type
- Framework
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large, SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
71 - Architectural, construction, engineering and inspection services
72 - IT services: consulting, software development, Internet and support
79 - Business services: law, marketing, consulting, recruitment, printing and security
-
- CPV Codes
66000000 - Financial and insurance services
66121000 - Mergers and acquisition services
66122000 - Corporate finance and venture capital services
66171000 - Financial consultancy 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
Notice Value(s)
- Tender Value
- £360,000,000 £100M-£1B
- Lots Value
- £360,000,000 £100M-£1B
- Awards Value
- Not specified
- Contracts Value
- £360,000,000 £100M-£1B
Notice Dates
- Publication Date
- 18 Feb 20251 years ago
- Submission Deadline
- 4 Sep 2024Expired
- Future Notice Date
- Not specified
- Award Date
- 15 Nov 20241 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- 4 years
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- Hyde Housing Association Ltd
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- LONDON
- Postcode
- SE1 9EQ
- Postcode Area
- South East London
- Country
- England
-
- Major Region (ITL 1)
- TLI London
- Basic Region (ITL 2)
- TLI4 Inner London - East
- Small Region (ITL 3)
- TLI44 Lewisham and Southwark
- Delivery Location
- Not specified
-
- Local Authority
- Southwark
- Electoral Ward
- Borough & Bankside
- Westminster Constituency
- Bermondsey and Old Southwark
Further Information
Notice URLs
Open Contracting Data Standard (OCDS)
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.