Financial Advisory Framework

Financial Advisory Framework

Financial Advisory Framework

Overview

We offer a comprehensive platform for public sector clients seeking to use Financial Advisory Service providers through the National Framework Partnership’s framework. By utilising our services, you can expect the following benefits:

Expertise in Financial Procedures and Processes: Our Financial Advisor partners provide in-depth knowledge and guidance on financial procedures and processes specific to the public sector. They can help you to streamline your financial operations and ensure compliance with relevant regulations.

Accounting and Legislation Advice: Our providers offer reliable advice on accounting standards and legislation applicable to the public sector. Staying up-to-date with the latest regulatory changes, enabling you to make informed financial decisions.

Activity-Based Costing and Benchmarking: Assistance in implementing activity-based costing methodologies to help you better allocate resources and measure performance. Their benchmarking techniques provide valuable insights for improving efficiency and effectiveness in your financial operations.

Funding Applications and Grants: Well-versed in navigating funding applications and grants specific to the public sector. They can guide you through the process, increasing your chances of securing the necessary funding for your projects.

Forecasting and Budgeting: Our appointees specialise in forecasting and budgeting services tailored to the unique needs of public sector organisations. Their expertise helps you develop accurate financial projections, facilitating better resource allocation and planning.

Social Value Modelling: We understand the importance of social value in the public sector. Our Financial Advisory service providers include social value modeling, allowing you to assess and demonstrate the positive impact of your financial decisions on the community and stakeholders.

Management Accounts and Reporting: Our appointees provide comprehensive management accounts and reporting services that give you a clear picture of your organisation’s financial performance. Reporting enables you to make data-driven decisions and monitor progress effectively.

Subsidiary Reporting: For organisations with subsidiaries, our services providers offer specialised reporting services to consolidate financial information accurately. Their expertise ensures compliance with reporting requirements and provides a consolidated view of your organisation’s financial health.

Project Accounting and Reporting: Our appointees assist in project accounting and reporting, helping you track financial progress, costs, and outcomes for specific initiatives. Their services enable you to effectively manage and report on project finances.

We deliver PCR compliant frameworks ensuring transparency and fairness in procurement processes. To proceed, we invite you to review the appointed suppliers on our website and utilise our user-friendly 4-step E-sign forms. These forms allow you to either directly select a supplier or run a mini competition, ensuring a seamless and efficient procurement process.

Summary

  • Contract Notice

    2019/S 211-517049

  • Award Notice

    2020/S 158-386966

  • Start Date

    17-08-2020
  • Expiry Date

    17-02-2025

  • Framework Capacity

    £75,000,000.00

  • NUTS Code

    UK

  • Direct Selection

    Yes

  • Mini Competition

    Yes

  • Cost/Quality Split

    70% Quality/30% Cost (10% +/- allowance)

  • Contract Type

    Hyde Services Contract,Client specific

  • Cost Model

    Schedule of Rates

  • Access Fee

    Nil

  • Insurance Levels

    Public Liability Insurance no less than £5,000,000 for each event, events unlimited. Employer’s Liability Insurance no less than £10,000,000 for each claim for all customary risks. Professional Indemnity Insurance no less than £2,000,000 for each claim.

  • CPV Codes

    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

Call-Off Process

How can I use this Framework?

Our simple step process allows for both Direct Selection or Mini-Competition. Further information can be found below. Please note that Clients may enter into a contract for any duration that best allows for the performance of the requirement to be achieved.

Direct Selection

With the Direct Selection method, you may select the contractor who is ranked number 1, or any other Contractor/Consultant on the following basis:

  • Where you have an existing relationship with the Contractor/Consultant.
  • Where the Call Off has substantial similarities to a previous project the Contractor/Consultant was involved with (under this Framework Agreement or not).
  • For reasons of urgency, where it is not reasonably practical to award the Call-Off Contract by way of a Mini-Competition.
  • Capability Criteria determining that only one framework appointee is capable of carrying out the Call-Off Contract.
  • Where you are able to determine which Contractor/Consultant will provide the most economically advantageous offer.
  • Where a Contractor/Consultant has introduced the site.
  • Rank based on filter categorisation by region and/or contract value, of which the supplier has pre-selected.

Mini Competition

Our Mini-Competition process lets you expand beyond the framework’s original specification to meet your specific requirements. The framework partners from the relevant lot are invited to tender (where capable). This process typically takes 2-4 weeks. The capability criteria can be defined by the following:

  • The contractors capability to carry out a project of the size and complexity of the proposed project.
  • The contractors capability to carry out works and services in the locality of the proposed project.
  • The contractors financial stability and standing.
  • The contractors health and safety record.
  • The contractors capacity, taking into account the value of Works and Services already awarded to it under the Framework Agreement.
Call-off Forms

Call-off Procedure (E-Sign)

NFP has simplified the Call-off process to steps allowing you access to our framework within minutes.

Confidentiality Agreement

Please note that this form is designed for Public Sector clients only. If you are an interested supplier, please use our live chat button.

The form below is designed to protect the commerciality of suppliers and the integrity of the Framework. Clients will need to complete the fields prompted within the form, to allow password-protected access for Steps 2, 3.

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