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Summary

OCID:
Published by:: Hyde Housing Association
Authority ID:: AA75137
Publication date:: 26 August 2020
Deadline date:: -
Notice type:: Contract Award Notice
Has documents:: No
Has SPD:: No
Has Carbon Reduction Plan:: N/A

Abstract

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.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

Hyde Housing Association

30 Park Street

London

SE1 9EQ

Telephone: +44 2032072570

E-mail: procurementhelpdesk@hyde-housing.co.uk

NUTS: UK

Internet address(es)

Main address: http://www.delta-esourcing.com/tenders

Address of the buyer profile: http://www.delta-esourcing.com/tenders

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

Framework agreement for the supply of financial advisory services which covers a wide range of financial advisory services including general finance, tax advisory, treasury management, financial analysis and real estate and strategic asset advisory.

II.1.6) Information about lots

This contract is divided into lots: Yes

II.1.7) Total value of the procurement

Value excluding VAT: 75 000 000.00 GBP

II.2) Description

Lot No: 1

II.2.1) Title

General Finance

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:

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 70

Cost criterion: Price / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 2

II.2.1) Title

Tax Advisory

II.2.2) Additional CPV code(s)

79221000

79412000

66600000

66171000

79200000

II.2.3) Place of performance

NUTS code:

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

This lot covers 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 developmentsincluding reviewing scheme appraisals and responding to queries on existing development, advice ontax efficient structuring, review of statutory tax computations and returns as required and assistance withresponding to HMRC inquiries and/or making disclosures to HMRC as required.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 70

Cost criterion: Price / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 3

II.2.1) Title

Treasury Management

II.2.2) Additional CPV code(s)

66600000

66000000

66171000

79200000

79412000

II.2.3) Place of performance

NUTS code:

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

This lot is covers 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

Quality criterion: Quality / Weighting: 70

Cost criterion: Price / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 4

II.2.1) Title

Financial Analysis

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:

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

This lot covers a wide range of financial advisory services including, but not limited to: accountingand financial analysis with a credit emphasis, assistance with financial modelling, particularly external reviewsand integrity checks on financial models, financial and/or tax due diligence on corporate structures in anacquisitions’ context, evaluation of risks, financial modelling and model reviews, financial reviews, evaluationsand feasibility studies, financial analysis and reporting, benchmarking, economic analysis and financial options.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 70

Cost criterion: Price / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 5

II.2.1) Title

Real Estate and Strategic Asset Advisory

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:

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

This lot covers 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

Quality criterion: Quality / Weighting: 70

Cost criterion: Price / Weighting: 30

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

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

The procurement involves the establishment of a framework agreement

IV.1.8) Information about 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

Notice number in the OJ S:

2019/S 211-517049

Section V: Award of contract

Lot No: 1

Title: General Finance

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

Total value of the contract/lot: : 25 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Tax Advisory

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Treasury Management

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 4

Title: Financial Analysis

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

30/03/2020

V.2.2) Information about tenders

Number of tenders received: 12

Number of tenders received by electronic means: 12

The contract has been awarded to a group of economic operators: Yes

V.2.3) Name and address of the contractor

Savills UK Ltd

2605138

33 Margaret Street

London

W1G 0JD

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

TradeRisks Ltd

04042506

21 – 26 Garlick Hill

London

EC4V 2AU

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Deloitte LLP

OC303675

1 New Street Square

London

EC4A 3HQ

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Ernst and Young LLP

OC300001

1 More London Place

London

SE1 2AF

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Grant Thornton UK LLP

OC307742

30 Finsbury Square

London

EC2A 1AG

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Resolute Asset Management LLP

OC351277

Floor 4, Alpha House, 24A Lime Street

London

EC3M 7HS

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

CBRE Ltd

03536032

St Martin's Court, 10 Paternoster Row

London

EC4M 7HP

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

KPMG LLP

OC301540

5 Canada Square

London

E14 5GL

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Newbridge Advisors LLP

OC378028

Mermaid House, Puddle Dock

London

EC4V 3DB

NUTS: UK

The contractor is an SME: Yes

V.2.3) Name and address of the contractor

QMPF LLP

SO304024

Excel House, 30 Semple Street

Edinburgh

EH3 8BL

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 25 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 5

Title: Real Estate and Strategic Asset Advisory

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

30/03/2020

V.2.2) Information about tenders

Number of tenders received: 10

Number of tenders received by electronic means: 10

The contract has been awarded to a group of economic operators: Yes

V.2.3) Name and address of the contractor

Faithorn Farrell Timms LLP

OC300053

Central Court, 1B Knoll Rise

Orpington

BR6 0JA

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Resolute Asset Management LLP

OC351277

Floor 4, Alpha House, 24A Lime Street

London

EC3M 7HS

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Savills UK Ltd

2605138

33 Margaret Street

London

W1G 0JD

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Deloitte LLP

OC303675

1 New Street Square

London

EC4A 3HQ

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Jones Lang LaSalle Ltd

03872194

30 Warwick Street

London

W1B 5NH

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Ernst and Young LLP

OC300001

1 More London Place

London

SE1 2AF

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

CBRE Ltd

03536032

St Martin's Court, 10 Paternoster Row

London

EC4M 7HP

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Grant Thornton UK LLP

OC307742

30 Finsbury Square

London

EC2A 1AG

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Mazars LLP

OC308299

Tower Bridge House, St Katharine’s Way

London

E1W 1DD

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Cambridge Finance Ltd

09915465

68 Lombard Street

London

EC3V 9LJ

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 25 000 000.00 GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

To view this notice, please click here:

https://hyde.delta-esourcing.com/delta/viewNotice.html?noticeId=518838387

Go reference: GO-2020821-PRO-16973706

VI.4) Procedures for review

VI.4.1) Review body

Hyde Housing Association

30 Park Street

London

SE1 9EQ

VI.4.2) Body responsible for mediation procedures

Royal Courts of Justice

The Strand

London

WC2A 2LL

VI.4.4) Service from which information about the review procedure may be obtained

Royal Courts of Justice

The Strand

London

WC2A 2LL

VI.5) Date of dispatch of this notice

21/08/2020

Coding

Commodity categories

ID	Title	Parent category
79212500	Accounting review services	Auditing services
79200000	Accounting, auditing and fiscal services	Business services: law, marketing, consulting, recruitment, printing and security
72221000	Business analysis consultancy services	Systems and technical consultancy services
79410000	Business and management consultancy services	Business and management consultancy and related services
79411100	Business development consultancy services	General management consultancy services
71244000	Calculation of costs, monitoring of costs	Architectural, engineering and planning services
79211200	Compilation of financial statements services	Accounting services
66122000	Corporate finance and venture capital services	Investment banking services and related services
79311410	Economic impact assessment	Survey services
79419000	Evaluation consultancy services	Business and management consultancy services
79314000	Feasibility study	Market research services
71241000	Feasibility study, advisory service, analysis	Architectural, engineering and planning services
66000000	Financial and insurance services	Finance and Related Services
66171000	Financial consultancy services	Financial consultancy, financial transaction processing and clearing-house services
79412000	Financial management consultancy services	Business and management consultancy services
79220000	Fiscal services	Accounting, auditing and fiscal services
66121000	Mergers and acquisition services	Investment banking services and related services
71242000	Project and design preparation, estimation of costs	Architectural, engineering and planning services
72224000	Project management consultancy services	Systems and technical consultancy services
70000000	Real estate services	Construction and Real Estate
79221000	Tax consultancy services	Fiscal services
66600000	Treasury services	Financial and insurance services

Delivery locations

ID	Description
100	UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

About the buyer

Main contact:: procurementhelpdesk@hyde-housing.co.uk
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
No further information has been uploaded.

Financial Advisory Services Framework

Contents

Summary

Abstract

Full notice text

Contract award notice

Section I: Contracting entity

I.1) Name and addresses

I.4) Type of the contracting authority

I.5) Main activity

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

II.1.2) Main CPV code

II.1.3) Type of contract

II.1.4) Short description

II.1.6) Information about lots

II.1.7) Total value of the procurement

II.2) Description

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

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

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Section V: Award of contract

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.2) Information about tenders

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.4) Information on value of the contract/lot (excluding VAT)

V.2.5) Information about subcontracting

Section V: Award of contract

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.2) Information about tenders

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor