Financial Advisory Services Framework

Concepts

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

Location

United Kingdom:

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. 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 £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.

Lot Division

Award Detail

Award Criteria

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

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. The list below covers all current and future contracting authorities:. • (https://www.ons.gov.uk/methodology/classificationsandstandards/economicstatistic...) • Housing associations, including registered social landlords • Councils, including county councils, district councils, county borough councils, community councils, London borough councils, unitary councils, metropolitan councils, parish councils • Ministerial and non-ministerial government departments • Executive agencies of government and other subsidiary bodies • Non-Departmental Public Bodies (NDPBs), including advisory NDPBs, executive NDPBs, and tribunal NDPBs • All non-Crown Status Government Companies wholly or partly owned by central government departments and their subsidiaries • Assembly Sponsored Public Bodies (ASPBs) • Police forces - this includes Police Forces and Special Police Forces in the UK, Police and Crime Commissioners, Police Authorities, and other relevant legislation for the constituent parts of the United Kingdom, for their respective rights and interests.Fire and rescue services • Ambulance services • Maritime and coastguard agency services • NHS bodies: NHS Authorities and Trusts, Clinical commissioning groups • Educational bodies or establishments including state schools (nursery schools, primary schools, middle or high schools, secondary schools, special schools), academies, colleges, Pupil Referral Unit (PRU), further education colleges and universities • Hospices • National Parks • Third sector and charities • Local Enterprise Partnerships • Citizens advice bodies • Other Public Bodies and Public corporations and their subsidiary bodies sponsored by Central Government Departments which are not covered by named categories in this list • Public financial bodies or institutions • Public pension funds • Central banks • Civil service bodies, including public sector buying organisations • All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk