Scope
Reference
DN772229
Description
Homes England is seeking to appoint a national framework agreement of property, financial and development service providers to provide the full range of property, investment
and development monitoring related services including: supporting acquisition and disposal activity; estate management services; investment and financial services; property/asset
valuation services; development monitoring services; project management services and general professional advice and support. Individual commissions and appointments from the
framework will be either be via direct award or further competition
Commercial tool
Establishes a framework
Total value (estimated)
- £115,000,000 excluding VAT
- £138,000,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 17 June 2026 to 16 June 2030
- 4 years
Options
The right to additional purchases while the contract is valid.
Adding additional scope of services that relate to the original scope of service areas.
Main procurement category
Services
Contract locations
- UKC - North East (England)
- UKD - North West (England)
- UKE - Yorkshire and the Humber
- UKF - East Midlands (England)
- UKG - West Midlands (England)
- UKH - East of England
- UKI - London
- UKJ - South East (England)
- UKK - South West (England)
Not the same for all lots
CPV classifications are shown in Lot sections, because they are not the same for all lots.
Lot 1. Property Professional and Technical Services
Description
Property Professional and Technical services for providers to provide the full range of Property Professional and Technical advice including but not limited to:
1. Property Advisory Services
2. Land and Property Agency Services
3. Estate and Facilities Management Services
4. Property Investment and Appraisal Services
5. Valuation Services
6. Lead Consultant and Project Management Services
7. Development Structures and Partnering
8. Office Accommodation
9. General Services
10. Design Quality Assessment Programme
Lot value (estimated)
- £80,000,000 excluding VAT
- £96,000,000 including VAT
Framework lot values may be shared with other lots
CPV classifications
- 70000000 - Real estate services
Same for all lots
Contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.
Lot 2. Financial Advisory Services
Description
An overview of the Financial Advisory Services we are seeking to procure to support our Land, Property and Investment activities includes:
1. Corporate Financial Advice
2. Due Diligence
3. Capital Structure Analysis
4. Financial Modelling
5. Market Assessment
6. Tax and Accounting Services
7. LPA FCR & Administration Appointments
8. Auditing and Assurance Services
9. Counterparty Advice and Assistance
10. Insurance Advice Services
11. Restructuring and Insolvency Advice and Services
12. Environmental, Social, and Governance Advice
13. General Services
Lot value (estimated)
- £15,000,000 excluding VAT
- £18,000,000 including VAT
Framework lot values may be shared with other lots
CPV classifications
- 79412000 - Financial management consultancy services
Same for all lots
Contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.
Lot 3. Development Monitoring Services
Description
To provide specialist Suppliers to assist in the delivery of;
1. Monitoring Surveyor Services
2. Compliance Inspector Services
3. Project and Cost Management Services.
For all Homes England investment projects, it is a condition of ongoing funding and support that a Monitoring Surveyor (MS) performs a site visit each month in order to give comfort to Homes England over use of funds, progress on site, risks arising and development plans. The Building Lease, used on most of our housing development projects, requires appointment of a Compliance Inspector to ensure compliance with all aspects of the Lease. Both services will also provide us with assurance that Health and Safety requirements are satisfied on site and that the borrower and/or developer are discharging their obligations as CDM Client (Construction, Design and Management).
Lot value (estimated)
- £20,000,000 excluding VAT
- £24,000,000 including VAT
Framework lot values may be shared with other lots
CPV classifications
- 71000000 - Architectural, construction, engineering and inspection services
Same for all lots
Contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.
Framework
Maximum number of suppliers
15
Maximum percentage fee charged to suppliers
0%
Framework operation description
Individual commissions and appointments from the
framework will be either be via direct award or further competition.
Award method when using the framework
Either with or without competition
Contracting authorities that may use the framework
Public sector bodies details can be found in schedule 14
Contracting authority location restrictions
- UKC - North East (England)
- UKD - North West (England)
- UKE - Yorkshire and the Humber
- UKF - East Midlands (England)
- UKG - West Midlands (England)
- UKH - East of England
- UKI - London
- UKJ - South East (England)
- UKK - South West (England)
Participation
Particular suitability
Lot 1. Property Professional and Technical Services
Lot 2. Financial Advisory Services
Lot 3. Development Monitoring Services
Small and medium-sized enterprises (SME)
Submission
Enquiry deadline
2 January 2026, 5:00pm
Tender submission deadline
13 January 2026, 5:00pm
Submission address and any special instructions
Response to be submitted on ProContract
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
17 June 2026
Award criteria
Lot 1. Property Professional and Technical Services
| Name | Type | Weighting |
|---|---|---|
| Non-financial Criteria | Quality | 50% |
| Commercial | Price | 40% |
| Social Value | Quality | 10% |
Lot 2. Financial Advisory Services
| Name | Type | Weighting |
|---|---|---|
| Non-financial | Quality | 60% |
| Commercial | Price | 30% |
| Social Value | Quality | 10% |
Lot 3. Development Monitoring Services
| Name | Type | Weighting |
|---|---|---|
| Non-Financial | Quality | 50% |
| Commercial | Price | 40% |
| Social Value | Quality | 10% |
Other information
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Contracting authority
Homes England
- Public Procurement Organisation Number: PMTT-3573-RLZV
The Lumen, 2nd Floor, St James Boulevard, Newcastle Helix
Newcastle Upon Tyne
NE4 5BZ
United Kingdom
Region: UKC22 - Tyneside
Organisation type: Public authority - sub-central government