---
title: "Financial Advisory Services Framework"
ocid: "ocds-h6vhtk-0485a9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0485a9"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0485a9.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0485a9.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "HYDE HOUSING ASSOCIATION LTD"
published: "2025-02-18"
---

# Financial Advisory Services Framework

Buyer: HYDE HOUSING ASSOCIATION LTD  
Current stage: Award  
OCID: ocds-h6vhtk-0485a9

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## Summary

Hyde Housing Association Ltd has initiated a procurement process for the Financial Advisory Services Framework, aimed to provide a broad spectrum of financial consultancy services. This framework covers four lots: General Finance, Tax Advisory, Treasury Management, and Real Estate Financial Analysis and Strategic Asset Advisory, targeting services within the UK. The procurement process commenced with a tender stage on 29th July 2024, with a submission deadline of 4th September 2024 at noon. The framework agreement, valid for four years, was awarded on 15th November 2024, with a total framework value set nominally at £360,000,000 to accommodate usage by various public sector entities.

This tender offers significant opportunities for business growth, particularly for companies specialising in financial consultancy. The framework allows various public contracting authorities, including housing associations, councils, and government departments, to utilise these services, providing a robust client base. Businesses with expertise in statutory reporting, corporate finance, tax compliance, treasury management, and strategic asset advisory are well-suited to compete. The awarded contracts involve key players like PricewaterhouseCoopers LLP, Ernst & Young LLP, KPMG LLP, and several others, reflecting the high standards and competitive nature of the opportunities available.

## Notice

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 Advisory

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 3 - Treasury

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 4 - Real Estate Financial Analysis and Strategic Asset Advisory

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/005523-2025 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Feb 2025 |
| Submission deadline | 4 Sep 2024 |
| Future notice date | Not specified |
| Award date | 15 Nov 2024 |
| Contract period | Not specified |
| Recurrence | 4 years |

## Values

| Field | Value |
| --- | --- |
| Tender value | £360,000,000 |
| Lots value | £360,000,000 |
| Awards value | Not specified |
| Contracts value | £360,000,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | HYDE HOUSING ASSOCIATION LTD |
| Locality | LONDON |
| Post town | South East London |
| Postcode | SE1 9EQ |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI4 Inner London - East |
| ITL 3 | TLI44 Lewisham and Southwark |
| Local authority | Southwark |
| Electoral ward | Borough & Bankside |
| Westminster constituency | Bermondsey and Old Southwark |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 14 |
| Supplier names | 31TEN CONSULTING; CBRE; CENTRUS FINANCIAL ADVISORS; CHATHAM FINANCIAL EUROPE; CUBED TAX SUPPORT; ERNST & YOUNG; FAITHORN FARRELL TIMMS; JONES LANG LASALLE; KPMG; NEWBRIDGE ADVISORS; PRICEWATERHOUSECOOPERS; RESAM CONSULTING; RSM UK TAX AND ADVISORY SERVICES; SAVILLS (UK |

## CPV Codes

### 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

### 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

## Release History

- 18 Feb 2025 at 10:16 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/005523-2025
- 6 Feb 2025 at 11:46 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/003937-2025
- 29 Jul 2024 at 17:49 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/023668-2024

## Notice URLs

- https://ted.europa.eu/udl?uri=TED:NOTICE:517049-2019:TEXT:EN:HTML
- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84183&B=HYDE-HOUSING
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/119413
- https://www.hyde-housing.co.uk
- https://www.ons.gov.uk/methodology/classificationsandstandards/economicstatisticsclassifications/introductiontoeconomicstatisticsclassifications

## 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-0485a9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0485a9.json.