Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Hyde Housing Association
30 Park Street
London
SE1 9EQ
UK
Contact person: Violetta Zalewska
Telephone: +44 2073785054
E-mail: Violetta.Zalewska@hyde-housing.co.uk
NUTS: UK
Internet address(es)
Main address: https://www.hyde-housing.co.uk/
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 sent 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
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:
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: Qualitative
/ Weighting: 70
Cost criterion: 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.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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:
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: 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.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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:
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: Qualitative
/ Weighting: 70
Cost criterion: 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.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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:
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: Qualitative
/ Weighting: 70
Cost criterion: 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.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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:
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: Qualitative
/ Weighting: 70
Cost criterion: 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.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
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.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
No
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
02/12/2019
Local time: 17:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
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
Royal Courts of Justice
The Strand
London
WC2A 2LL
UK
Telephone: +44 2079476000
VI.5) Date of dispatch of this notice
28/10/2019