--- title: "Asset Finance Advisory Services" ocid: "ocds-h6vhtk-03b0d1" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03b0d1" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03b0d1.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03b0d1.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE" published: "2023-03-09" --- # Asset Finance Advisory Services Buyer: THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE Current stage: Planning OCID: ocds-h6vhtk-03b0d1 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03b0d1) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-03b0d1.json) ## Summary The Crown Commercial Service is planning a procurement process for the provision of Asset Finance Advisory Services to be used by various public sector bodies in the United Kingdom. The services will include options appraisal, end-to-end advisory and sourcing of funds, and portfolio review. This procurement opportunity involves financial leasing services and is in the planning stage, with a communication date set for August 31, 2023. This tender for Asset Finance Advisory Services presents an opportunity for businesses in the financial services industry to provide expert advice and support in asset acquisition to various UK public sector bodies. Companies offering financial leasing services, portfolio management services, financial consultancy services, and loan brokerage services would be well-suited to compete in this procurement process. ## Notice Crown Commercial Service (CCS) as the Authority intends to put in place a Pan Government Collaborative Agreement for the provision of asset finance advisory services to be utilised by Central Government Departments and all other UK Public Sector Bodies, including Local Authorities, Health, Police, Fire and Rescue, Education and Devolved Administrations. [It is intended that this commercial agreement will be the recommended vehicle for all asset finance advisory services required by UK Central Government Departments.] This is a reprocurement of the existing RM6146 Leasing Advisory Services framework and will consist of one lot, offering three core services. Asset Finance Advisory Services offers advisory services to support the customer with their asset acquisition aims. The three services available are: * Options appraisal * End-to-end advisory and sourcing of funds (E2E) * Portfolio review This framework is part of a twin-agreement solution and is supported by a separate Dynamic Purchasing System (DPS): RM6120 Leasing and Loan Finance DPS. The supporting DPS. This framework is part of a twin-agreement solution which is supported by a separate funding platform which operates via a live dynamic purchasing system: RM6120 Leasing and Loan Finance DPS. The DPS provides direct access to lenders, offering a range of leasing arrangements and loans. The two solutions can be used independently or jointly to achieve significant commercial benefits through tailored competitive finance. ### Lot Information Lot 1 Asset Finance Advisory Services The current Leasing Advisory Services framework exists primarily to make Asset Finance easier to use for public sector bodies. The advisory element allows customers to ensure they're getting sound independent specialist advice that is in their best interests and not tied to any other factors. Suggested Use Cases - Options Appraisal - Pure advisory service for 'How' a customer should acquire their desired asset. Supplier should be able to advise on Term and Acquisition Mode offered on RM6120 (Hire Purchase, Ops Lease, Finance Lease, Asset Secured Load, Sales and Leaseback) - Options Appraisal with running of procurement on RM6120 - Advisory service supported by running of procurement (RM6120) on behalf of customer. - Portfolio Review - Review of existing book of leasing and loans held by customer to identify and materialise benefits. The E2E sourcing element allows customers to source the assets in a way that makes best financial sense to them based on the advice they received during the options appraisal phase. The E2E/outsourcing feature removes barriers to using the DPS stemming from a lack of resource/understanding. The solution allows customers access to qualified independent advisory tailored to their needs, together with a seamless and simple process for the sourcing of funds using the E2E service. Advisors can be instructed to carry out both phases using Direct Award (subject to spend thresholds) or via Further Competition. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/006859-2023 | | Notice type | Planning Notice | | Procurement type | Dynamic | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 9 Mar 2023 | | Submission deadline | Not specified | | Future notice date | 30 Aug 2023 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £600,000,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE | | Locality | LIVERPOOL | | Post town | Liverpool | | Postcode | L3 9PP | | Country | England | | ITL 1 | TLD North West (England) | | ITL 2 | TLD7 Merseyside | | ITL 3 | TLD72 Liverpool | | Local authority | Liverpool | | Electoral ward | City Centre North | | Westminster constituency | Liverpool Riverside | | Delivery location | Not specified | ## CPV Codes ### Divisions - 66 - Financial and insurance services - 71 - Architectural, construction, engineering and inspection services - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 66114000 - Financial leasing services - 66140000 - Portfolio management services - 66171000 - Financial consultancy services - 66190000 - Loan brokerage services - 71241000 - Feasibility study, advisory service, analysis - 79418000 - Procurement consultancy services ## Release History - 9 Mar 2023 at 10:40 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/006859-2023 ## Notice URLs - https://www.gov.uk/ccs - https://www.gov.uk/guidance/public-sector-procurement-from-1-january-2021 ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03b0d1. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03b0d1.json.