Strategic Asset Advisory (Real Estate) Framework

Strategic Asset Advisory (Real Estate) Framework
  • Category

    Advisory Services

  • Contract Notice

    2019/S 211-517049

  • Award Notice

    2020/S 158-386966

  • CPV Code

    70000000 Real estate services
    66000000 Financial and insurance services
    66121000 Mergers and acquisition services
    66122000 Corporate finance and venture capital services
    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
    72221000 Business analysis consultancy services
    72224000 Project management consultancy services
    79200000 Accounting, auditing and 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
    79419000 Evaluation consultancy services

  • NUTS Code

    UK

  • Duration

    4 years - Up to £75,000,000.00

  • Expiry Date

    17th August 2024

  • Direct Selection

    Yes

  • Mini Competition

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

  • Contract Type

    JCT, TPC or bespoke T&C's

  • Cost Model

    Schedule of rates

  • Access Fee

    Nil

Summary

NFP’s Real Estate and Strategic Asset Advisory framework is PCR compliant and free to access.

This framework relates to the supply of financial advisory services including, but not limited to:

  • Stock rationalisation services
  • Transaction support on portfolio disposals
  • Lease extension advisory
  • Valuation advisory (e.g. freehold reversionary valuations),
  • Real estate valuations including RICS compliant (Red Book) valuations in particular to support borrowing and asset management transactions,
  • Financial modelling (build and support),
  • Project and Design preparation, estimation of costs
  • Calculation of costs, monitoring of costs
  • Demographic modelling,
  • Social Value modelling,
  • Actuarial science advisory (e.g. work to predict when particular properties may become void; therefore give a better understanding of re-let cost in each particular year)
  • Data science advisory (e.g taking large data sets such as all our maintenance spent over the last 10 years by individual units and using this to attempt to predict future maintenance cost.)
Next Steps

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, it is not reasonably practicable 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 the Client is able to determine which Contractor/Consultant will provide it with the most economically advantageous offer.
    • Where the Consultant has introduced the site.

    To proceed with a Mini-Competition please click on the Direct Selection Tab below

  • 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 Contractor’s capability to carry out a project of the size and complexity of the proposed project;’
    • The Contractor’s capability to carry out works and services in the locality of the proposed project;
    • The Contractor’s capability to carry out projects involving the type of construction that the proposed project involves
    • The Contractor’s financial stability and standing;
    • The insurances held by the Contractor;
    • The Contractor’s health and safety record;The Contractor’s capacity, taking into account the value of Works and Services already awarded to it under the Framework Agreement;
    • The volume of work (as a percentage of its total turnover) that the Contractor is currently carrying out for the Authorised User in question;
    • The Contractor’s performance against KPIs on current or previous Call Off Contracts awarded to it under the Framework Agreement;
    • The Contractor’s willingness to work at risk on the project (as may be evidenced by examples of previous occasions where it has done so);

    To proceed with a Mini Competition please click on the Mini Competition Tab below

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.

Browser Compatibility – Please note that Internet Explorer is no longer supported.

Specification

Step 2 contains the Framework specification, the schedules of requirements, KPI’s etc. To gain access you will need to complete Step 1, whereby a password will be issued. To obtain a copy, you will need to sign the document, taking ownership of the version. A pdf copy will be automatically sent to your email address.

 

To view this PDF, Adobe Acrobat reader is required. You can download it here.

Click here to view the PDF

Cost Model / Bid Submission

This step contains the bid submission of the direct selection call off service provider. These rates are usually indicative as further savings are presented as part of the framework tender. Again, this element is password protected due to the document containing commercially sensitive information. To obtain a copy, you will need to sign the document, taking ownership of the version. A pdf copy will be automatically sent to your email address.

 

To view this PDF, Adobe Acrobat reader is required. You can download it here.

Click here to view the PDF

Direct Selection

This step will allow your organisation to Direct Select an Appointee from the Framework. The E-Sign Form contains the joining agreement and contract. The form allows for schedules, amendments and requirements to be inserted. For audit purposes NFP will need to retain a copy of the form in order for the contract to be effective.

 

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Joining Agreement & Contract

Optional data sharing agreement

Mini Competition

NFP’s Mini competition procedure is useful where clients feel that the terms laid down in the framework agreement are not precise or complete enough for the particular call off. The 2006/2015 Regulations do not specify how a mini-competition should be run, therefore NFP has set out its procedure in the document below.

Mini Competition Procedure

NFP has also included a Mini Competition template that clients may wish to use.

NFP Mini Tender Template

To proceed, please complete the Joining Agreement found below.

To view these documents, please visit this page on a device with a wider screen.