Notice Information
Notice Title
Framework for the provision of internal audit and finance services
Notice Description
The Crown Estate is looking to establish am internal audit and finance services framework across 11 lots. Full scope is at Appendix A - Scope of Services.
Lot Information
Financial and Accounting Advisory Projects, and Tax advisory Projects
A supplier appointed to this lot may be required to provide one or more of the following services: * Tax advisory: Advice on the VAT liability of redevelopment works * VAT recoverability on development projects, regeneration projects, new streams of income, investment activity * Complexities arising from the option to tax * Stamp duty land tax (SDLT) and VAT advice on acquisitions and disposals of property interests held throughout England, Wales and Northern Ireland (see Asset map | Asset map ) * SDLT and VAT consequences of complex lease negotiations, potentially involving non-monetary consideration * Employment tax advice relating to various benefits in kind, termination payments and PAYE Settlement Agreements * Advice on National Minimum Wage and National Living Wage issues * Assistance on and recommendations with tax processes, controls and procedures * Tax efficient structuring of partnering arrangements * Ad hoc queries arising from various entities registered for the Construction Industry Scheme * Tax due diligence in relation to projects, acquisitions or investments (including in equity, debt or real estate) - to include all relevant taxes * Tax and other general advice on structuring advice in relation to projects, acquisitions or investments Finance and Accounting Advisory: * Interpretation of International Financial Reporting Standards (IFRS) and their application to specific scenarios or transactions * Finance training including Continuing Professional Development (CPD) * Examples of projects have included: * Advice the valuation of the seabed and data * Financial due diligence in relation to projects, acquisitions or investments (including in equity, debt or real estate) * Provision of secondees to support on specific projects for periods of 3-12 months * Cost benchmarking * Review of internally produced financial models * Writing accounting policies * Debt advisory and debt structuring in relation to existing assets as well as projects, acquisitions or investments * Due diligence support in relation to acquisitions, disposals and other corporate transactions. * Advice on systems, change and finance/business transformation
Tax Advisory and Financial Advisory 'Helplines'The Crown Estate shall require the successful supplier to provide a tax advisory and financial advisory 'helpline' service. This will be a 'helpdesk' function, with queries being directed by phone or email. All queries shall be resolved by a qualified, experienced specialist during the call or with minimal levels of research.
Corporate and Income Tax ComplianceThe supplier appointed to this Lot shall be required to provide assistance to The Crown Estate with the preparation and submission of the 26 group entities that require corporation and partnership tax returns, including the preparation of the computations, iXBRL tagging and providing advice on the corporation tax payments when these are due. Copies of a sample of prior year returns can be provided on request.
Service Charge AuditsThe Crown Estate requires an independent audit of service charge accounts in accordance with the latest Royal Institution of Chartered Surveyors (RICS) Professional Statement and the Institute of Chartered Accountants in England and Wales (ICAEW) guidance for 105 Commercial Properties and 30 Residential properties all within The Crown Estate's London portfolio. Quarterly Budget Cycles consist of reconciliations with year ends for the following periods: * December * March * June * September
Sustainability Audit and AssuranceThe Crown Estate's annual audit runs alongside the audit of its financial indicators, and The Crown Estate typically seeks clearance on its non-financial indicators around the end of May ahead of the Audit Committee meeting in early June. The Crown Estate currently completes an interim audit in late February or early March, and the final fieldwork needs to be completed in late April and early May. The Crown Estate requires limited assurance over its non-financial indicators at group level only, on a 'no surprises basis'. The Crown Estate currently has 20 non-financial indicators assured broken down as follows, with a full list in Appendix A.2 below, complete with an estimate of the level of effort involved for each one: * Environmental, particularly energy and emissions (15) * Health & Safety (3) * Offshore wind (e.g. operational renewable energy capacity) (2)
Sustainability Reporting Advisory and ProjectsA supplier appointed to this lot may be required to provide one or more of the services set out below. Sustainability reporting advisory may include queries in the following areas * Advice on sustainability reporting, including, but not limited to, the following frameworks: Streamlined Energy and Carbon Reporting (SECR), International Sustainability Standards Board (ISSB), TCFD, TNFD, Taskforce on Inequality and Social-related Financial Disclosures (TISFD), and Forest, Land, and Agriculture (FLAG) * Advice on sustainability methodologies, processes, controls, evolving assurance approaches, reporting criteria * Sustainability reporting training (extra ad hoc training that is not covered by Lot 7) * Projects, which might include: o Developing sustainability reporting roadmaps covering environmental, biodiversity and social impact; covering reporting content and assurance levels o Provision of secondees to support on specific projects for periods of 3-12 months o Support establishing TNFD and other reporting frameworks within The Crown Estate o Reviewing the sustainability reporting operating model The Crown Estate may require advice for more complex queries or projects, which can be covered by an individual or project team. It is important that these individuals demonstrate their experience relating to the activities of The Crown Estate.
Sustainability Reporting Helpline & TrainingWith respect to the helpline function, queries will typically be directed by phone or email. Examples of the type of advice falling within this service include: one-off and straight-forward queries, second opinions on simple areas of policy or legislation, and practical guidance on best practice. Such queries can be resolved by a qualified, experienced specialist during the call or with minimal levels of research. Any advice provided under this arrangement will be confirmed in writing and a log of these queries maintained by the supplier appointed to this lot.
Internal Audit and Risk Management AssuranceRequirement: 1. Delivery of Internal Audit Services: The co-source partner is expected to deliver internal audit services in various areas, including the following: * Strategy Development * Organisational Change & Transformation * Renewable Energy, Infrastructure Projects, and Nature & Environment * Major Construction Projects * Real Estate Investment Activity * Joint Ventures * Asset Management * Health & Safety * Sustainability and Net Zero * Organisational Culture * Strategic Workforce Planning * Digital & Data 2. Additional Advisory Services: The co-source partner may also provide advice on: * Risk Management * Crisis Management/Resilience * Project and Programme Management * Fraud Risk/Investigations The co-source partner may also be required to provide one or more secondees as part of its provision of internal audit or risk management services under this Lot at times of resource need from the Head of Internal Audit, Risk and Assurance. These are likely to be 3-9 month secondments, to be agreed based on the skills of available secondees. 3. Estimated Input: As a guide, the estimated days input required from the co-source partner range from 300 to 600 audit days per year. 4. Audit Assignments: The co-source partner's staff will be responsible for delivering internal audits in line with international internal audit standards: * Providing detailed budget before the start of the audit assignment to the Head of Internal Audit for approval. * Scoping, fieldwork, and reporting of internal audit assignments. * Ensuring all audit work follows robust quality assurance methodology, to ensure high quality audit fieldwork and documentation. * Reporting to the Head of Internal Audit, through The Crown weekly and monthly meetings to manage the internal audit programme and any other related work. * Producing audit reports issued as The Crown Estate Internal Audit products, subject to review by the Head of Internal Audit. The Crown Estate will provide template terms of reference, audit reports and any other reporting requirements. 5. General Advice: The co-source partner may be called upon to provide general advice on assurance aspects related to the above areas. 6. Thought Leadership: The co-source partner will provide relevant thought leadership / insight material to support the development and knowledge transfer within the Internal Audit team.
Financial Crime Compliance Advisory Engagements* Assessment of financial crime related policies and procedures assessed against regulatory requirements and market practices taking into account the risk profile of The Crown Estate. * Designing and/ or delivery of financial crime compliance training * Designing third party monitoring plans e.g. for managing agents or joint venture partners, in relation to financial crime risks and controls * Designing monitoring plans for specific risks and controls e.g. gifts and hospitality, conflicts of interest, customer due diligence etc. * Testing operational effectiveness of specific financial crime controls * Secondments to deliver financial crime compliance activities for 3-6 months.
Ad hoc Forensic InvestigationsDelivery of internal investigations across a range of financial matters including fraud, bribery and corruption and non-financial matters including employee misconduct and conflicts of interest. Investigations may require forensic accounting, data analysis, interviews and e-discovery services. Expected deliverables for each investigation will vary but should include regular progress updates and with a final report at the conclusion of each matter.
Gender and Ethnicity Pay Gap audit1. The supplier appointed to this lot shall be required to plan and conduct a limited assurance engagement annually, in accordance with the International Standard on Assurance Engagements (UK) 3000 Assurance Engagements other than Audits of Reviews of Historical Financial Information ("ISAE (UK) 3000") issued by the Financial Reporting Council (FRC), the Institute of Chartered Accountants in England and Wales (ICAEW) Code of Ethics, and any other relevant professional standards. 2. The supplier appointed to this lot shall perform the necessary procedures to provide the required assurance. These procedures may include independently assessing the 'Selected Information' against the Gender Pay Gap Criteria and Ethnicity Pay Gap Criteria (the "Reporting Criteria"), the implementation of the methodology specified by the Equality Act 2010 (Gender Pay Gap Information) Regulations 2017 for the UK Gender Pay Gap calculation and disclosure, and the implementation of the methodology specified by the Ethnicity Pay Reporting Guidance for Employers 2023 for the UK Ethnicity Pay Gap calculation and disclosure. 3. This supplier appointed to this lot shall be required to provide limited assurance on The Crown Estate's Gender Pay Gap and Ethnicity Pay Gap Report. The service provider is expected to provide an Independent Limited Assurance Report to The Crown Estate Commissioners on The Crown Estate Commissioner's Gender Pay Gap and Ethnicity Pay Gap for the period ending 5 April.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-0588bd
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/049207-2025
- Current Stage
- Tender
- All Stages
- Tender
Procurement Classification
- Notice Type
- UK4 - Tender Notice
- Procurement Type
- Framework
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- SME
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
79 - Business services: law, marketing, consulting, recruitment, printing and security
-
- CPV Codes
79212200 - Internal audit services
79212300 - Statutory audit services
79221000 - Tax consultancy services
Notice Value(s)
- Tender Value
- £6,000,000 £1M-£10M
- Lots Value
- £6,254,000 £1M-£10M
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 15 Aug 20256 months ago
- Submission Deadline
- 30 Sep 2025Expired
- Future Notice Date
- Not specified
- Award Date
- Not specified
- Contract Period
- 1 Nov 2025 - 31 Oct 2029 4-5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Active
- Lots Status
- Active
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- THE CROWN ESTATE
- Contact Name
- Not specified
- Contact Email
- tenders@thecrownestate.co.uk
- Contact Phone
- Not specified
Buyer Location
- Locality
- LONDON
- Postcode
- SW1Y 4AH
- Post Town
- South West London
- Country
- England
-
- Major Region (ITL 1)
- TLI London
- Basic Region (ITL 2)
- TLI3 Inner London - West
- Small Region (ITL 3)
- TLI35 Westminster and City of London
- Delivery Location
- TLI London
-
- Local Authority
- Westminster
- Electoral Ward
- St James's
- Westminster Constituency
- Cities of London and Westminster
Further Information
Notice Documents
-
https://www.find-tender.service.gov.uk/Notice/049207-2025
15th August 2025 - Tender notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/049051-2025
15th August 2025 - Tender notice on Find a Tender -
https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/71003
Suppliers must be registered with SourceDogg in order to view the opportunity.
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
{
"tag": [
"compiled"
],
"id": "ocds-h6vhtk-0588bd-2025-08-15T15:09:14+01:00",
"date": "2025-08-15T15:09:14+01:00",
"ocid": "ocds-h6vhtk-0588bd",
"initiationType": "tender",
"parties": [
{
"id": "GB-PPON-PYYN-4743-GYVQ",
"name": "The Crown Estate",
"identifier": {
"scheme": "GB-PPON",
"id": "PYYN-4743-GYVQ"
},
"address": {
"streetAddress": "1 St James Market",
"locality": "London",
"postalCode": "SW1Y 4AH",
"country": "GB",
"countryName": "United Kingdom",
"region": "UKI32"
},
"contactPoint": {
"email": "tenders@thecrownestate.co.uk"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"scheme": "UK_CA_TYPE",
"id": "publicAuthorityCentralGovernment",
"description": "Public authority - central government"
}
]
}
}
],
"buyer": {
"id": "GB-PPON-PYYN-4743-GYVQ",
"name": "The Crown Estate"
},
"tender": {
"id": "ocds-h6vhtk-0588bd",
"legalBasis": {
"id": "2023/54",
"scheme": "UKPGA",
"uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
},
"title": "Framework for the provision of internal audit and finance services",
"description": "The Crown Estate is looking to establish am internal audit and finance services framework across 11 lots. Full scope is at Appendix A - Scope of Services.",
"status": "active",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "1"
},
{
"id": "2",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "2"
},
{
"id": "3",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "3"
},
{
"id": "4",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "4"
},
{
"id": "5",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "5"
},
{
"id": "6",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "6"
},
{
"id": "7",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "7"
},
{
"id": "8",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "8"
},
{
"id": "9",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "9"
},
{
"id": "10",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "10"
},
{
"id": "11",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "79212200",
"description": "Internal audit services"
},
{
"scheme": "CPV",
"id": "79212300",
"description": "Statutory audit services"
},
{
"scheme": "CPV",
"id": "79221000",
"description": "Tax consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
},
{
"region": "UKI",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "11"
}
],
"value": {
"amountGross": 7200000,
"amount": 6000000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"mainProcurementCategory": "services",
"aboveThreshold": true,
"techniques": {
"hasFrameworkAgreement": true,
"frameworkAgreement": {
"method": "withAndWithoutReopeningCompetition",
"type": "closed",
"description": "Please see ITT documentation."
}
},
"submissionMethodDetails": "https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/71003",
"submissionTerms": {
"electronicSubmissionPolicy": "allowed",
"languages": [
"en"
]
},
"tenderPeriod": {
"endDate": "2025-09-30T12:00:00+01:00"
},
"enquiryPeriod": {
"endDate": "2025-09-12T23:59:00+01:00"
},
"awardPeriod": {
"endDate": "2025-10-15T23:59:59+01:00"
},
"lots": [
{
"id": "1",
"title": "Financial and Accounting Advisory Projects, and Tax advisory Projects",
"description": "A supplier appointed to this lot may be required to provide one or more of the following services: * Tax advisory: Advice on the VAT liability of redevelopment works * VAT recoverability on development projects, regeneration projects, new streams of income, investment activity * Complexities arising from the option to tax * Stamp duty land tax (SDLT) and VAT advice on acquisitions and disposals of property interests held throughout England, Wales and Northern Ireland (see Asset map | Asset map ) * SDLT and VAT consequences of complex lease negotiations, potentially involving non-monetary consideration * Employment tax advice relating to various benefits in kind, termination payments and PAYE Settlement Agreements * Advice on National Minimum Wage and National Living Wage issues * Assistance on and recommendations with tax processes, controls and procedures * Tax efficient structuring of partnering arrangements * Ad hoc queries arising from various entities registered for the Construction Industry Scheme * Tax due diligence in relation to projects, acquisitions or investments (including in equity, debt or real estate) - to include all relevant taxes * Tax and other general advice on structuring advice in relation to projects, acquisitions or investments Finance and Accounting Advisory: * Interpretation of International Financial Reporting Standards (IFRS) and their application to specific scenarios or transactions * Finance training including Continuing Professional Development (CPD) * Examples of projects have included: * Advice the valuation of the seabed and data * Financial due diligence in relation to projects, acquisitions or investments (including in equity, debt or real estate) * Provision of secondees to support on specific projects for periods of 3-12 months * Cost benchmarking * Review of internally produced financial models * Writing accounting policies * Debt advisory and debt structuring in relation to existing assets as well as projects, acquisitions or investments * Due diligence support in relation to acquisitions, disposals and other corporate transactions. * Advice on systems, change and finance/business transformation",
"status": "active",
"value": {
"amountGross": 148800,
"amount": 124000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "2",
"title": "Tax Advisory and Financial Advisory 'Helplines'",
"description": "The Crown Estate shall require the successful supplier to provide a tax advisory and financial advisory 'helpline' service. This will be a 'helpdesk' function, with queries being directed by phone or email. All queries shall be resolved by a qualified, experienced specialist during the call or with minimal levels of research.",
"status": "active",
"value": {
"amountGross": 144000,
"amount": 120000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "3",
"title": "Corporate and Income Tax Compliance",
"description": "The supplier appointed to this Lot shall be required to provide assistance to The Crown Estate with the preparation and submission of the 26 group entities that require corporation and partnership tax returns, including the preparation of the computations, iXBRL tagging and providing advice on the corporation tax payments when these are due. Copies of a sample of prior year returns can be provided on request.",
"status": "active",
"value": {
"amountGross": 432000,
"amount": 360000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "4",
"title": "Service Charge Audits",
"description": "The Crown Estate requires an independent audit of service charge accounts in accordance with the latest Royal Institution of Chartered Surveyors (RICS) Professional Statement and the Institute of Chartered Accountants in England and Wales (ICAEW) guidance for 105 Commercial Properties and 30 Residential properties all within The Crown Estate's London portfolio. Quarterly Budget Cycles consist of reconciliations with year ends for the following periods: * December * March * June * September",
"status": "active",
"value": {
"amountGross": 2980000,
"amount": 2484000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "5",
"title": "Sustainability Audit and Assurance",
"description": "The Crown Estate's annual audit runs alongside the audit of its financial indicators, and The Crown Estate typically seeks clearance on its non-financial indicators around the end of May ahead of the Audit Committee meeting in early June. The Crown Estate currently completes an interim audit in late February or early March, and the final fieldwork needs to be completed in late April and early May. The Crown Estate requires limited assurance over its non-financial indicators at group level only, on a 'no surprises basis'. The Crown Estate currently has 20 non-financial indicators assured broken down as follows, with a full list in Appendix A.2 below, complete with an estimate of the level of effort involved for each one: * Environmental, particularly energy and emissions (15) * Health & Safety (3) * Offshore wind (e.g. operational renewable energy capacity) (2)",
"status": "active",
"value": {
"amountGross": 576000,
"amount": 480000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "6",
"title": "Sustainability Reporting Advisory and Projects",
"description": "A supplier appointed to this lot may be required to provide one or more of the services set out below. Sustainability reporting advisory may include queries in the following areas * Advice on sustainability reporting, including, but not limited to, the following frameworks: Streamlined Energy and Carbon Reporting (SECR), International Sustainability Standards Board (ISSB), TCFD, TNFD, Taskforce on Inequality and Social-related Financial Disclosures (TISFD), and Forest, Land, and Agriculture (FLAG) * Advice on sustainability methodologies, processes, controls, evolving assurance approaches, reporting criteria * Sustainability reporting training (extra ad hoc training that is not covered by Lot 7) * Projects, which might include: o Developing sustainability reporting roadmaps covering environmental, biodiversity and social impact; covering reporting content and assurance levels o Provision of secondees to support on specific projects for periods of 3-12 months o Support establishing TNFD and other reporting frameworks within The Crown Estate o Reviewing the sustainability reporting operating model The Crown Estate may require advice for more complex queries or projects, which can be covered by an individual or project team. It is important that these individuals demonstrate their experience relating to the activities of The Crown Estate.",
"status": "active",
"value": {
"amountGross": 240000,
"amount": 200000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "7",
"title": "Sustainability Reporting Helpline & Training",
"description": "With respect to the helpline function, queries will typically be directed by phone or email. Examples of the type of advice falling within this service include: one-off and straight-forward queries, second opinions on simple areas of policy or legislation, and practical guidance on best practice. Such queries can be resolved by a qualified, experienced specialist during the call or with minimal levels of research. Any advice provided under this arrangement will be confirmed in writing and a log of these queries maintained by the supplier appointed to this lot.",
"status": "active",
"value": {
"amountGross": 24000,
"amount": 20000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "8",
"title": "Internal Audit and Risk Management Assurance",
"description": "Requirement: 1. Delivery of Internal Audit Services: The co-source partner is expected to deliver internal audit services in various areas, including the following: * Strategy Development * Organisational Change & Transformation * Renewable Energy, Infrastructure Projects, and Nature & Environment * Major Construction Projects * Real Estate Investment Activity * Joint Ventures * Asset Management * Health & Safety * Sustainability and Net Zero * Organisational Culture * Strategic Workforce Planning * Digital & Data 2. Additional Advisory Services: The co-source partner may also provide advice on: * Risk Management * Crisis Management/Resilience * Project and Programme Management * Fraud Risk/Investigations The co-source partner may also be required to provide one or more secondees as part of its provision of internal audit or risk management services under this Lot at times of resource need from the Head of Internal Audit, Risk and Assurance. These are likely to be 3-9 month secondments, to be agreed based on the skills of available secondees. 3. Estimated Input: As a guide, the estimated days input required from the co-source partner range from 300 to 600 audit days per year. 4. Audit Assignments: The co-source partner's staff will be responsible for delivering internal audits in line with international internal audit standards: * Providing detailed budget before the start of the audit assignment to the Head of Internal Audit for approval. * Scoping, fieldwork, and reporting of internal audit assignments. * Ensuring all audit work follows robust quality assurance methodology, to ensure high quality audit fieldwork and documentation. * Reporting to the Head of Internal Audit, through The Crown weekly and monthly meetings to manage the internal audit programme and any other related work. * Producing audit reports issued as The Crown Estate Internal Audit products, subject to review by the Head of Internal Audit. The Crown Estate will provide template terms of reference, audit reports and any other reporting requirements. 5. General Advice: The co-source partner may be called upon to provide general advice on assurance aspects related to the above areas. 6. Thought Leadership: The co-source partner will provide relevant thought leadership / insight material to support the development and knowledge transfer within the Internal Audit team.",
"status": "active",
"value": {
"amountGross": 2160000,
"amount": 1800000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "9",
"title": "Financial Crime Compliance Advisory Engagements",
"description": "* Assessment of financial crime related policies and procedures assessed against regulatory requirements and market practices taking into account the risk profile of The Crown Estate. * Designing and/ or delivery of financial crime compliance training * Designing third party monitoring plans e.g. for managing agents or joint venture partners, in relation to financial crime risks and controls * Designing monitoring plans for specific risks and controls e.g. gifts and hospitality, conflicts of interest, customer due diligence etc. * Testing operational effectiveness of specific financial crime controls * Secondments to deliver financial crime compliance activities for 3-6 months.",
"status": "active",
"value": {
"amountGross": 480000,
"amount": 400000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "10",
"title": "Ad hoc Forensic Investigations",
"description": "Delivery of internal investigations across a range of financial matters including fraud, bribery and corruption and non-financial matters including employee misconduct and conflicts of interest. Investigations may require forensic accounting, data analysis, interviews and e-discovery services. Expected deliverables for each investigation will vary but should include regular progress updates and with a final report at the conclusion of each matter.",
"status": "active",
"value": {
"amountGross": 96000,
"amount": 80000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
},
{
"id": "11",
"title": "Gender and Ethnicity Pay Gap audit",
"description": "1. The supplier appointed to this lot shall be required to plan and conduct a limited assurance engagement annually, in accordance with the International Standard on Assurance Engagements (UK) 3000 Assurance Engagements other than Audits of Reviews of Historical Financial Information (\"ISAE (UK) 3000\") issued by the Financial Reporting Council (FRC), the Institute of Chartered Accountants in England and Wales (ICAEW) Code of Ethics, and any other relevant professional standards. 2. The supplier appointed to this lot shall perform the necessary procedures to provide the required assurance. These procedures may include independently assessing the 'Selected Information' against the Gender Pay Gap Criteria and Ethnicity Pay Gap Criteria (the \"Reporting Criteria\"), the implementation of the methodology specified by the Equality Act 2010 (Gender Pay Gap Information) Regulations 2017 for the UK Gender Pay Gap calculation and disclosure, and the implementation of the methodology specified by the Ethnicity Pay Reporting Guidance for Employers 2023 for the UK Ethnicity Pay Gap calculation and disclosure. 3. This supplier appointed to this lot shall be required to provide limited assurance on The Crown Estate's Gender Pay Gap and Ethnicity Pay Gap Report. The service provider is expected to provide an Independent Limited Assurance Report to The Crown Estate Commissioners on The Crown Estate Commissioner's Gender Pay Gap and Ethnicity Pay Gap for the period ending 5 April.",
"status": "active",
"value": {
"amountGross": 223200,
"amount": 186000,
"currency": "GBP"
},
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"numbers": [
{
"number": 60,
"weight": "percentageExact"
}
]
},
{
"type": "quality",
"name": "Social value",
"numbers": [
{
"number": 10,
"weight": "percentageExact"
}
]
},
{
"type": "price",
"name": "Price",
"numbers": [
{
"number": 30,
"weight": "percentageExact"
}
]
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2025-11-01T00:00:00Z",
"endDate": "2029-10-31T23:59:59Z"
}
}
],
"documents": [
{
"id": "conflictOfInterest",
"documentType": "conflictOfInterest",
"description": "Not published"
},
{
"id": "L-1",
"documentType": "biddingDocuments",
"description": "Suppliers must be registered with SourceDogg in order to view the opportunity.",
"url": "https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/71003"
},
{
"id": "049051-2025",
"documentType": "tenderNotice",
"noticeType": "UK4",
"description": "Tender notice on Find a Tender",
"url": "https://www.find-tender.service.gov.uk/Notice/049051-2025",
"datePublished": "2025-08-15T11:11:54+01:00",
"format": "text/html"
},
{
"id": "049207-2025",
"documentType": "tenderNotice",
"noticeType": "UK4",
"description": "Tender notice on Find a Tender",
"url": "https://www.find-tender.service.gov.uk/Notice/049207-2025",
"datePublished": "2025-08-15T15:09:14+01:00",
"format": "text/html"
}
],
"amendments": [
{
"id": "049207-2025",
"description": "Please note that the documents are available at: https://secure.sourcedogg.com/profile/676e86f0-50b5-4563-b7b6-529dcfeb28b7/requests/71003"
}
]
},
"language": "en"
}