Find a TenderPast planning notice
Published 10 Aug 2023, 09:59 BST

Official UK procurement notice

Corporate finance services three (CFS3)

Official notice

Authority: The Minister for the Cabinet Office acting through Crown Commercial Service (Central government)

3 lotsServices
Planned pipeline value£20,000,000total for 3 lots · pipeline notice, not a live tender
Tender notice expected 1 May 2024from the planned procurement notice
Lots 3see the lot list below

What is being bought3 lots · detail below

Published requirement description

HM Treasury (HMT) as the Authority intends to put in place a Pan Government Collaborative Agreement for the provision of corporate finance services to be utilised by Central Government Departments and all other UK Public Sector Bodies, including Local Authorities, Health, Police, Fire and Rescue, Education and Devolved Administrations.

The commercial solution at this stage will consist of 3 lots

General corporate finance advice, separate to any transaction execution

Advice on and execution of specific corporate transactions (typically referred to as mergers and acquisitions, or M&A)

Advice on and execution of specific equity or equity related capital markets transactions (typically referred to as equity capital markets, or ECM)

Advice on and execution of specific debt capital markets transactions (typically referred to as debt capital markets, or DCM)

CPV: Brokerage and related securities and commodities services · Corporate finance and venture capital services · Financial consultancy services · Financial consultancy, financial transaction processing and clearing-house services · Financial transaction processing and clearing-house services · Mergers and acquisition services · Security brokerage services

Lots and requirements (3)Procurement structure

3 lots · no lot values published
Lot #1Corporate Finance Advisory ServicesPlanned

The lot is to provide advisory services related to the corporate finance requirements of public sector organisations.

Delivery: UK
Lot #2Mergers and Acquisition ServicesPlanned

To provide public sector customers including HM Treasury an efficient and agile route to market for the delivery of transactional corporate finance services. Services will include the buying and selling of financial instruments on behalf on the public sector.

Delivery: UK
Lot #3Equity and Debt Execution ServicesPlanned

Advice on and execution of specific capital-markets transactions (typically referred to as equity capital markets ECM) and/or debt capital markets (DCM).

Delivery: UK

Procedure terms & legal framework

From the official record · publisher note attached
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Past planning notice
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Unspecified in notice
First published
10 Aug 2023, 09:59 BST
Last source update
10 Aug 2023, 09:59 BST
FTS notice number
2023/S 000-023323
Classification (CPV)
Brokerage and related securities and commodities servicesCorporate finance and venture capital servicesFinancial consultancy servicesFinancial consultancy, financial transaction processing and clearing-house servicesFinancial transaction processing and clearing-house servicesMergers and acquisition servicesSecurity brokerage services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-03ee7f Find a Tender

Publisher note: This Prior Information Notice is to signal an intention to commence market engagement with those within the financial market. Crown Commercial Service intends to hold market engagement sessions during September and October 2023 with suppliers interested in potentially bidding for the resulting framework contract. If you are interested in attending a market engagement session please express your interest by emailing [email protected] no later than midday on Friday 8th September 2023. Further details will be provided to you. Your email must clearly state: the name of your organisation, and contact details for the individual(s) who will participating in the market engagement. Crown Commercial Service (CCS) will use an eSourcing system for this competition and reserves the right to use an electronic auction. The eSourcing system we will use is https://crowncommercialservice.bravosolution.co.uk. Please note that, to register, you must have a valid DUNS number (as provided by Dun and Bradstreet) for the organisation which you are registering, who will be entering into a contract if invited to do so. The value in II.1.5 is an indicative value over 4 years The date in II.3) is the estimated date of publication, please monitor Find A Tender Service for the publication of the contract notice. The Cyber Essentials scheme is mandatory for Central Government Contracts which involve handling personal information and providing certain ICT products and services. The Government is taking steps to further reduce the levels of cyber security risk in its supply chain through the Cyber Essentials scheme. The scheme defines a set of controls which, when properly implemented, will provide organisations with basic protection from the most prevalent forms of threat coming from the internet. To participate in this procurement, bidders will be required to demonstrate that they are Cyber Essentials certified for the services under and in connection with the procurement. The bidder may be awarded a contract but shall not enter into any call off contracts with buyers until they are able to demonstrate to CCS that they meet the technical requirements prescribed by the Cyber Essentials Scheme for services under and in connection with this procurement. The service that arise from this framework will involve the supplier holding material that has been assigned a protective marking under the Government Security Classifications Scheme (April 2014) of OFFICIAL/SENSITIVE. Bidders will be required to implement their solution in accordance with the “Security Requirement and Plan” schedule , to meet the requirements. This will be released at the ITT stage.

How it was run

Official notice
Submission deadline
—

Timeline

10 Aug 2023 → 1 May 2024 · 2 dates
  1. Notice published
    10 Aug 2023, 09:59 BST
  2. Tender notice expected
    1 May 2024, 00:00 BST

Commercial outcome & contract awards

Pipeline notice
Awards (0)
No award published
Contracts (0)
No contract published
Bid statistics
No aggregate bid statistics published

Contracting authority & participating public bodies

The Minister for the Cabinet Office acting through Crown Commercial Service

Contracting authorityCentral GovernmentHM TreasuryPublic Procurement 9th Floor, The Capital, Old Hall Street, Liverpool, UK, L3 9PPContact email, phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.