Property and Financial Professional Services Framework 2022 to 2026 - Lot 2 Financial Advisory Services - scope of services
Published 27 June 2022
Applies to England
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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: enquiries@homesengland.gov.uk
Telephone: 0300 1234 500