Property and Financial Professional Services Framework 2022 to 2026 - Lot 2 Financial Advisory Services - scope of services
Published 27 June 2022
Applies to England
In respect of land and property assets held, to be acquired, or invested in (by way of third parties) by Homes England and other Public Bodies including but not limited to; residential, commercial, and industrial, health, leisure and retail property, agricultural and mixed-use property.
An overview of the Financial Advisory Services we are seeking to procure to support our Land, Property and Investment activities includes:
Scope of services
- Corporate financial advice
- Due diligence
- Capital structure analysis
- Financial modelling
- Market assessment
- Tax and accounting services
- Auditing and assurance services
- Counterparty advice and assistance
- Restructuring and insolvency advice and services
- Environmental, Social, and Governance advice
- General services
1: Corporate financial advice
1.1: To provide Corporate financial advice including strategic, commercial, and financial analysis of investments and projects, the options available and potential scenarios.
2: Due diligence
2.1: To provide financial and operational due diligence and assessment of key stakeholders, processes, and structures related to Homes England investment projects.
3: Capital structure analysis
3.1: To provide Capital structure analysis and advice on the structuring of any investment.
4: Financial modelling
4.1: To develop, review, audit and/or provide evaluation of financial and project specific models. Including the creation of bespoke financial models to support residential led Joint Ventures and single/multi development projects.
5: Market assessment
5.1: To provide assessment and testing of current market conditions and participants, including the capability, capacity, and appetite of private investors to lend to or invest in the housing sector.
6: Tax and accounting services
6.1: To provide tax and accounting advice in relation to Homes England existing and new investment projects.
7: Auditing and assurance services
7.1: To provide auditing and assurance services in relation to Home England existing and new investment projects.
8: Counterparty advice and assistance
8.1: To provide advice and assistance in meetings and negotiations with counterparties and their professional advisers.
9: Restructuring and insolvency advice and services
9.1: To provide restructuring and insolvency advice and services in relation to distressed and defaulted investments including strategic options analysis, risk evaluation, and estimated outcome assessments.
10: Environmental, Social, and Governance (ESG) advice
10.1: To review and provide advice in relation to the design and ESG characteristics of investments.
11: General services
11.1: To prepare timetables of events, liaise with other parties, and process management of projects to ‘operationalise’ new ventures.
11.2: To provide training and skills for Homes England staff (for example, emerging Environmental, Social and Corporate Governance metrics/Sustainability, Digital adoption and Transformation).
Enquiries
Email: [email protected]
Telephone: 0300 1234 500