Hyde Housing Association has published this notice through Delta eSourcing
| Notice Summary |
|---|
| Title: | Financial Advisory Services Framework |
| Notice type: | Contract Award Notice |
| Authority: | Hyde Housing Association |
| Nature of contract: | Services |
| Procedure: | Open |
| 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. |
| Published: | 01/06/2020 14:32 |
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Section I: Contracting Authority
I.1) Name, Addresses and Contact Point(s):
Hyde Housing Association
30 Park Street, London, SE1 9EQ, United Kingdom
Tel. +44 2032072570, Email: procurementhelpdesk@hyde-housing.co.uk
Main Address: http://www.delta-esourcing.com/tenders, Address of the buyer profile: http://www.delta-esourcing.com/tenders
NUTS Code: UK
I.2) Joint procurement:
The contract involves joint procurement: No
In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
The contract is awarded by a central purchasing body: No
I.4)Type of the contracting authority:
Body governed by public law
I.5) Main activity:
Housing and community amenities
Section II: Object Of The Contract
II.1) Scope of the procurement
II.1.1) Title: Financial Advisory Services Framework
Reference number: Not Provided
II.1.2) Main CPV code:
66171000 - Financial consultancy services.
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 (excluding VAT)
Value: 75,000,000
Currency:GBP
II.2) Description (lot no. 1)
II.2.1) Title:General Finance
Lot No:1
II.2.2) Additional CPV code(s):
66171000 - Financial consultancy services.
71241000 - Feasibility study, advisory service, analysis.
71242000 - Project and design preparation, estimation of costs.
71244000 - Calculation of costs, monitoring of costs.
72224000 - Project management consultancy services.
79200000 - Accounting, auditing and fiscal services.
79211200 - Compilation of financial statements services.
79212500 - Accounting review services.
79220000 - Fiscal services.
79311410 - Economic impact assessment.
79314000 - Feasibility study.
79410000 - Business and management consultancy services.
79411100 - Business-development consultancy services.
79412000 - Financial management consultancy services.
72221000 - Business analysis consultancy services.
66121000 - Mergers and acquisition services.
66122000 - Corporate finance and venture capital services.
66600000 - Treasury services.
II.2.3) Place of performance
Nuts code:
UK - UNITED KINGDOM
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:
Quality criterion - Name: Quality / Weighting: 70
Cost criterion - Name: 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
II.2.14) Additional information: Not Provided
II.2) Description (lot no. 2)
II.2.1) Title:Tax Advisory
Lot No:2
II.2.2) Additional CPV code(s):
79221000 - Tax consultancy services.
79412000 - Financial management consultancy services.
66600000 - Treasury services.
66171000 - Financial consultancy services.
79200000 - Accounting, auditing and fiscal services.
II.2.3) Place of performance
Nuts code:
UK - UNITED KINGDOM
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 - Name: Quality / Weighting: 70
Cost criterion - Name: 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
II.2.14) Additional information: Not Provided
II.2) Description (lot no. 3)
II.2.1) Title:Treasury Management
Lot No:3
II.2.2) Additional CPV code(s):
66600000 - Treasury services.
66000000 - Financial and insurance services.
66171000 - Financial consultancy services.
79200000 - Accounting, auditing and fiscal services.
79412000 - Financial management consultancy services.
II.2.3) Place of performance
Nuts code:
UK - UNITED KINGDOM
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 - Name: Quality / Weighting: 70
Cost criterion - Name: 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
II.2.14) Additional information: Not Provided
II.2) Description (lot no. 4)
II.2.1) Title:Financial Analysis
Lot No:3
II.2.2) Additional CPV code(s):
66122000 - Corporate finance and venture capital services.
66000000 - Financial and insurance services.
66121000 - Mergers and acquisition services.
66171000 - Financial consultancy 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.
79212500 - Accounting review 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.
II.2.3) Place of performance
Nuts code:
UK - UNITED KINGDOM
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 - Name: Quality / Weighting: 70
Cost criterion - Name: 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
II.2.14) Additional information: Not Provided
II.2) Description (lot no. 5)
II.2.1) Title:Real Estate and Strategic Asset Advisory
Lot No:5
II.2.2) Additional CPV code(s):
70000000 - Real estate services.
66000000 - Financial and insurance services.
66121000 - Mergers and acquisition services.
66122000 - Corporate finance and venture capital services.
66171000 - Financial consultancy 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.
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.
II.2.3) Place of performance
Nuts code:
UK - UNITED KINGDOM
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 - Name: Quality / Weighting: 70
Cost criterion - Name: 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
II.2.14) Additional information: Not Provided
Section IV: Procedure
IV.1) Description
IV.1.1)Type of procedure: Open
IV.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement: Yes
IV.1.6) Information about electronic auction
An electronic auction has been used: No
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
Notice number in the OJEU: 2019/S 211-517049
IV.2.9) Information about termination of call for competition in the form of a prior information notice
The contracting authority will not award any further contracts based on the above prior information notice: No
Section V: Award of contract
Award Of Contract (No.1)
Contract No: Not Provided
Lot Number: 1
Title: General Finance
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: 5
Number of tenders received from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: 5
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 5
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
Deloitte LLP, OC303675
1 New Street Square, London, EC4A 3HQ, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.2)
Ernst & Young LLP, OC300001
1 More London Place, London, SE1 2AF, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.3)
Grant Thornton UK LLP, OC307742
30 Finsbury Square, London, EC2A 1AG, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.4)
Mazars LLP, OC308299
Tower Bridge House, St Katharine’s Way, London, E1W 1DD, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.5)
KPMG LLP, OC301540
15 Canada Square, London, E14 5GL, United Kingdom
NUTS Code: UK
The contractor is an SME: No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 25,000,000
Total value of the contract/lot: 25,000,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.2)
Contract No: Not Provided
Lot Number: 2
Title: Tax 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: 5
Number of tenders received from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 5
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
Deloitte LLP, OC303675
1 New Street Square, London, EC4A 3HQ, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.2)
KPMG LLP, OC300001
15 Canada Square, London, E14 5GL, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.3)
Crowe U.K. LLP, OC307043
St. Bride’s House,, 10 Salisbury Square, London, EC4Y 8EH, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.4)
Ernst & Young LLP, OC300001
1 More London Place, London, SE1 2AF, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.5)
Grant Thornton UK LLP, OC307742
30 Finsbury Square, London, EC2A 1AG, United Kingdom
NUTS Code: UK
The contractor is an SME: No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 25,000,000
Total value of the contract/lot: 25,000,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.3)
Contract No: Not Provided
Lot Number: 3
Title: Treasury Management
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: 11
Number of tenders received from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 11
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
Savills UK Ltd, 2605138
33 Margaret Street, London, W1G 0JD, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.2)
TradeRisks Limited, 04042506
21 – 26 Garlick Hill, London, EC4V 2AU, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.3)
CBRE Limited, 03536032
St Martin's Court, 10 Paternoster Row, London, EC4M 7HP, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.4)
Newbridge Advisors LLP, OC378028
Mermaid House, Puddle Dock, London, EC4V 3DB, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.5)
Chatham Financial, 02330205
12 St James’s Square London, London, SW1Y 4LB, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.6)
Deloitte LLP, OC303675
1 New Street Square, London, EC4A 3HQ, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.7)
Ernst & Young LLP, OC300001
1 More London Place, London, SE1 2AF, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.8)
N.M. Rothschild and Sons Limited, 00925279
New Court, St Swithin’s Lane, London, EC4N 8AL, United Kingdom
NUTS Code: UK
The contractor is an SME: No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 25,000,000
Total value of the contract/lot: 25,000,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.4)
Contract No: Not Provided
Lot Number: 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 from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 12
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
Savills UK Ltd, 2605138
33 Margaret Street, London, W1G 0JD, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.2)
TradeRisks Limited, 04042506
21 – 26 Garlick Hill, London, EC4V 2AU, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.3)
Deloitte LLP, OC303675
1 New Street Square, London, EC4A 3HQ, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.4)
Ernst & Young LLP, OC300001
1 More London Place, London, SE1 2AF, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.5)
Grant Thornton UK LLP, OC307742
30 Finsbury Square, London, EC2A 1AG, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.6)
Resolute Asset Management LLP, OC351277
Floor 4, Alpha House, 24A Lime Street,, London, EC3M 7HS, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.7)
CBRE Limited, 03536032
St Martin's Court, 10 Paternoster Row,, London, EC4M 7HP, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.8)
KPMG LLP, OC301540
5 Canada Square, London, E14 5GL, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.9)
Newbridge Advisors LLP, OC378028
Mermaid House, Puddle Dock, London, EC4V 3DB, United Kingdom
NUTS Code: UK
The contractor is an SME: Yes
Contractor (No.10)
QMPF LLP, SO304024
Excel House, 30 Semple Street, Edinburgh, EH3 8BL, United Kingdom
NUTS Code: 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: 25,000,000
Total value of the contract/lot: 25,000,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.5)
Contract No: Not Provided
Lot Number: 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 from SMEs: Not Provided
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 10
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
Faithorn Farrell Timms LLP, OC300053
Central Court, 1B Knoll Rise, Orpington, BR6 0JA, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.2)
Resolute Asset Management LLP, OC351277
Floor 4, Alpha House, 24A Lime Street, London, EC3M 7HS, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.3)
Savills UK Ltd, 2605138
33 Margaret Street, London,, London, W1G 0JD, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.4)
Deloitte LLP, OC303675
1 New Street Square, London, EC4A 3HQ, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.5)
Jones Lang LaSalle Ltd, 03872194
30 Warwick Street, London, W1B 5NH, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.6)
Ernst & Young LLP, OC300001
1 More London Place, London, SE1 2AF, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.7)
CBRE Limited, 03536032
St Martin's Court, 10 Paternoster Row, London, EC4M 7HP, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.8)
Grant Thornton UK LLP, OC307742
30 Finsbury Square, London, EC2A 1AG, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.9)
Mazars LLP, OC308299
Tower Bridge House, St Katharine’s Way, London, E1W 1DD, United Kingdom
NUTS Code: UK
The contractor is an SME: No
Contractor (No.10)
Cambridge Finance Ltd, 09915465
68 Lombard Street,, London, EC3V 9LJ, United Kingdom
NUTS Code: 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: 25,000,000
Total value of the contract/lot: 25,000,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Section VI: Complementary information
VI.3) Additional information: To view this notice, please click here:
https://hyde.delta-esourcing.com/delta/viewNotice.html?noticeId=496045867
VI.4) Procedures for review
VI.4.1) Review body
Hyde Housing Association
30 Park Street, London, SE1 9EQ, United Kingdom
VI.4.2) Body responsible for mediation procedures
Royal Courts of Justice
The Strand, London, WC2A 2LL, United Kingdom
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures: Not Provided
VI.4.4) Service from which information about the review procedure may be obtained
Royal Courts of Justice
The Strand, London, WC2A 2LL, United Kingdom
VI.5) Date of dispatch of this notice: 01/06/2020