Financial Advisory Services Framework

Financial Advisory Services Framework

It is Hyde’s intention to create a Framework Agreement for the supply of financial advisory services.

United Kingdom-London: Financial consultancy services

2019/S 211-517049

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Hyde Housing Association
Postal address: 30 Park Street
Town: London
NUTS code: UK
Postal code: SE1 9EQ
Country: United Kingdom
Contact person: Violetta Zalewska
E-mail: Violetta.Zalewska@hyde-housing.co.uk
Telephone: +44 2073785054Internet address(es):Main address: https://www.hyde-housing.co.uk/

I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://hyde.delta-esourcing.com/respond/58GW2M86XM
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Housing and community amenities

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Financial Advisory Services Framework

II.1.2)Main CPV code

66171000

II.1.3)Type of contract

Services

II.1.4)Short 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, financial analysis and real estate and strategic asset advisory.

II.1.5)Estimated total value

Value excluding VAT: 75 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

General Finance

Lot No: 1

II.2.2)Additional CPV code(s)

66171000
71241000
71242000
71244000
72224000
79200000
79211200
79212500
79220000
79311410
79314000
79410000
79411100
79412000
72221000
66121000
66122000
66600000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

UNITED KINGDOM.

II.2.4)Description of the procurement:

General finance lot is intended to cover a wide range of services including, but not limited to: 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 and project accounting/reporting.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Qualitative / Weighting: 70
Cost criterion – Name: Commercial / Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 15 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Tax Advisory

Lot No: 2

II.2.2)Additional CPV code(s)

79221000
79412000
66600000
66171000
79200000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

UNITED KINGDOM.

II.2.4)Description of the procurement:

This lot is intended to cover a wide range of financial advisory services including, but not limited to: general VAT, corporate tax, stamp duty, employment tax, CIS (Construction Industry Scheme), tax advice on developments including reviewing scheme appraisals and responding to queries on existing development, advice on tax efficient structuring, review of statutory tax computations and returns as required and assistance with responding to HMRC inquiries and/or making disclosures to HMRC as required.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Qualitative / Weighting: 70
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 15 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Treasury Management

Lot No: 3

II.2.2)Additional CPV code(s)

66600000
66000000
66171000
79200000
79412000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

UNITED KINGDOM.

II.2.4)Description of the procurement:

This lot is intended to cover a wide range of financial advisory services including, but not limited to: codes of practice, debt management, external loan portfolio, investment reviews and strategies, market conditions, treasury management risk and funding management.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Qualitative / Weighting: 70
Cost criterion – Name: Commercial / Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 15 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Financial Analysis

Lot No: 4

II.2.2)Additional CPV code(s)

66122000
66000000
66121000
66171000
71241000
71242000
71244000
72221000
72224000
79200000
79212500
79311410
79314000
79410000
79411100
79412000
79419000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

UNITED KINGDOM.

II.2.4)Description of the procurement:

This lot is intended to cover a wide range of financial advisory services including, but not limited to: accounting and financial analysis with a credit emphasis, 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, benchmarking, economic analysis and financial options.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Qualitative / Weighting: 70
Cost criterion – Name: Commercial / Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 15 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Real Estate and Strategic Asset Advisory

Lot No: 5

II.2.2)Additional CPV code(s)

70000000
66000000
66121000
66122000
66171000
71241000
71242000
71244000
72221000
72224000
79200000
79311410
79314000
79410000
79411100
79412000
79419000

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

UNITED KINGDOM.

II.2.4)Description of the procurement:

This lot is intended to cover a wide range of financial advisory services including, but not limited to: real estate valuations, transaction support on portfolio disposals, analysing and providing advisory services to optimise real estate portfolios, financial modelling (build and support), demographic modelling, actuarial science advisory and data science advisory.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Qualitative / Weighting: 70
Cost criterion – Name: Commercial / Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 15 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 02/12/2019
Local time: 17:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 02/12/2019
Local time: 17:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

Hyde wishes to establish a framework agreement for use by the following UK public sector bodies (and any future successors to these organisations): a full list of potential contracting authorities can be found here under the most recent file: https://www.ons.gov.uk/economy/nationalaccounts/uksectoraccounts/datasets/publicsectorclassificationguide

The following public bodies may also use the framework agreement:

http://www.wales.com/study/universities-wales

http://gov.wales/topics/improvingservices/devolution-democracy-delivery/register-of-public-bodies/?lang=en

https://www.executiveoffice-ni.gov.uk/publications/public-bodies-and-public-appointments-annual-report-201415

http://www.gov.scot/Topics/Government/public-bodies/about/Bodies

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://hyde.delta-esourcing.com/tenders/UK-UK-London:-Financial-consultancy-services./58GW2M86XM

To respond to this opportunity, please click here:

https://hyde.delta-esourcing.com/respond/58GW2M86XM

Go Reference: GO-20191028-PRO-15516942

VI.4)Procedures for review

VI.4.1)Review body

Official name: Royal Courts of Justice
Postal address: The Strand
Town: London
Postal code: WC2A 2LL
Country: United Kingdom
Telephone: +44 2079476000
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

28/10/2019