Financial Advisory Services Framework

Concepts

• finance
• consultancy services
• treasury services
• fiscal services
• financial statements
• financial management
• financial advisory services
• tax advisory
• financial models
• financial modelling

Location

London

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.

Total Quantity or Scope

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.

CPV Codes

• 66171000 - Financial consultancy services
• 66000000 - Financial and insurance services
• 66121000 - Mergers and acquisition services
• 66122000 - Corporate finance and venture capital 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

Indicators

• Bids should cover one or more lots.
• Bids should cover the whole contract.
• This is a recurring contract.
• Renewals are not available.
• Financial restrictions apply.
• Performance considerations apply.
• Professional qualifications are sought.
• Award on basis of price and quality.

Other Information

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.