Financial Advisory Services Framework

Organisation

Hyde Housing Association Ltd

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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk 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.

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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk 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.

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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk 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.

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. Any contracting Authority, as defined in Regulation 2 of the Public Contracts Regulations 2015, may utilise our frameworks. All new bodies created which fall within the criteria or as listed on www.nationalframeworkpartnership.co.uk 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.

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WAC Reference

WAC-26362

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