Hyde intends to create a framework agreement for financial advisory services covering General Finance, Tax Advisory, Treasury Management, and Real Estate Financial Analysis with lots specifying services such as statutory reporting, tax queries assistance, debt management, and financial modeling.
Financial Advisory Services Framework. 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. Financial Advisory Services Framework 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. 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.