PQ0422 - HRA business planning / development appraisal product

Birmingham City Council (BCC) is the largest local authority landlord in England with over 60,000 properties and over 5,000 leaseholders with an annual budget of circa ?300m and a ten-year investment programme of ?1.7b. Its stock is wide ranging with a mix of general needs housing including houses, bungalows, low-rise flats and maisonettes, mid-rise flats, multi-storey tower blocks, and traditional sheltered housing schemes.

A review of the business planning process has identified the need to improve the approach and method that City Housing creates and monitors its HRA financial model, reviews and updates its financial plan, carries out scenario planning and understands the implications of changing assumptions and inputs. The service currently uses a custom-built Excel-based HRA financial model, that is complex, hard to follow, not robust, flexible or user friendly. Is totally dependent on the expertise and knowledge of a limited number of people.

The Council requires a new HRA business planning / development appraisal product and the related consultancy support to both set up the product and provide ongoing support in its use and external assurance on any modelling carried out.

The outcomes of the project are as follows:

• oImproved capability to carry out scenario planning on financial and investment plans, using clearly defined assumptions and comparisons
• oIncreased transparency and visibility of financial planning across City Housing
• oIncreased transparency and visibility of financial monitoring across City Housing
• oEnhanced confidence in financial plans and the underpinning assumptions
• oEnhanced financial assessments of development schemes

Commencement of this work will be 1st March 2023

Delivery and initial population of the Business Plan model - 1st June 2023

Support period (1st year) - 1st June 2023 to 30 May 2024

Support period (2nd year) - 1st June 2024 to 30 May 2025

The Council will be using its free to use e-tendering system (in-tend) for the administration of this procurement process and potential suppliers must register with the system to be able to express an interest. If you wish to express an interest in this opportunity please click on the following link to access https://in-tendhost.co.uk/birminghamcc/ and submit your details to register. You will then be able to login and download all relevant quotation documentation.

If you are unable to register with In-tend or have any questions or problems on how to use this web site please either email us at: cps@birmingham.gov.uk .

Your completed tender submission should be returned by noon on 7th February 2023 via the 'in-tend' system https://in-tendhost.co.uk/birminghamcc

Additional information:

If you are interested in tendering please click on the following link to access Birmingham City Council's tender Portal.

Delivery Notes

Birmingham

Is a Recurrent Procurement Type? : No