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Published 10 Nov 2025, 11:18 GMT

Official UK procurement notice

Investment advisory services · UK public procurement notice

Official notice

Authority: The Crown Estate (Public body)

Framework agreement8 lotsServicesOpen procedureAbove thresholdSME suitable
Sectors: Financial and insurance services (66) Delivery: UKLondon (UKI)
Framework ceiling (notional)£4,950,000total for 8 lots · framework ceiling, not attributable revenue
Submissions closed 12 Dec 2025awarded 2 Apr 2026
Award (standstill) to AVISON YOUNG (UK) LIMITED +14 more8 awards
Framework period 4 yrsends 28 Feb 2030 · starts 1 Mar 2026

What is being bought8 lots · detail below

Published requirement description

The Crown Estate sought to appoint investment advisors to a framework for investment advisory services. The successful tenderers will provide support to The Crown Estate's Investment team. The focus of this tender was for real estate investment activity within The Crown Estate's Urban and Windsor & Rural businesses.

This notice relates to previous Tender Notice reference 2025/S 000-072314 with procurement identifier OCID: ocds-h6vhtk-05dd71.

CPV: Financial and insurance services

How this framework works

From the published notice
Type
Closed framework
Call-offs
call-offs may be awarded directly or by further competition
Bids received
13 bids on the busiest of 8 lots · 15 suppliers appointed
Framework period
4 yrs from 1 Mar 2026
Published description of the framework

Contracts called off under the framework will be either via further competition or direct award

Lots and requirements (8)Procurement structure

8 lots · all with a published value · same evaluation weights on every lot

Every one of these 2 lots carries the same published figure, £1,000,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.

Lot #1GeneralAwarded 4 yrsSMEceiling above

Please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #2Retail & LeisureAwarded 4 yrsSMEPublished value£750,000

For lot 2, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £750,000 exc. VAT · £900,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #3ResidentialAwarded 4 yrsSMEPublished value£500,000

For lot 3, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £500,000 exc. VAT · £600,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #4Science & InnovationAwarded 4 yrsSMEceiling above

For lot 4, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #5RuralAwarded 4 yrsSMEPublished value£750,000

For lot 5, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £750,000 exc. VAT · £900,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #6Strategic and Development LandAwarded 4 yrsSMEPublished value£250,000

For lot 6, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £250,000 exc. VAT · £300,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #7Natural Capital MarketsAwarded 4 yrsSMEPublished value£200,000

For lot 7, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £200,000 exc. VAT · £240,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services
Lot #8Corporate Advisory and Partnership StructuringAwarded 4 yrsSMEPublished value£500,000

For the services which may be called off under lot 8, please see Appendix A - Scope of Services

Contract period: 1 Mar 2026 – 28 Feb 2030 (4 yrs)Value: £500,000 exc. VAT · £600,000 inc. VAT
Delivery: UKEligibility: SME eligible
66000000 Financial and insurance services

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored · same split on all 8 lots
Quality: 75%Price: 25%
Published award criteria (2)
  • Quality
  • Price
What this means for your bid
  • Price carries 25 of 100 points: a 10% discount moves about 2.5 points. The method statement decides this lot, not the discount.
  • “Investment advisory services” is a framework: the contest is a place on its panel, not a single contract: call-offs may be direct or by further competition.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Open procedure
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Awarded
Procurement threshold
Above threshold (FTS publication)
Regulatory regime
Standard
Commercial structure
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Unspecified in notice
First published
10 Nov 2025, 11:18 GMT
Last source update
9 Apr 2026, 11:18 BST
Award evaluation window
Submission end – 1 Feb 2026
FTS notice number
2025/S 000-072314
Latest notice
Contract award notice (UK6)
Classification (CPV)
Financial and insurance services
Delivery area
UKLondon (UKI)
Official registry OCID
ocds-h6vhtk-05dd71 Find a Tender

How it was run

Official notice
Run through: portal not identified
Electronic submission allowedLanguage: EN
Appointment period ends
12 Dec 2025, 12:00 GMT
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

secure.sourcedogg.com/profile/676e86f0-50b… ↗

Timeline

10 Nov 2025 → 20 Apr 2026 · 7 dates
  1. Tender notice published350 days ago
    10 Nov 2025, 11:18 GMT
  2. Admission / appointment period ends318 days ago · period end, not a bid countdown
    12 Dec 2025, 12:00 GMT
  3. Award decision expected by267 days ago
    1 Feb 2026, 23:59 GMT
  4. Contract starts240 days ago
    1 Mar 2026
  5. Assessment summaries sent208 days ago
    2 Apr 2026, 00:00 BST
  6. Latest notice published200 days ago
    9 Apr 2026, 11:18 BST
  7. Standstill ends189 days ago
    20 Apr 2026, 23:59 BST

Notice history

3 events · 1 release on Find a Tender · since 10 Nov 2025
  1. Tender notice published
    10 Nov 2025, 11:18 GMT
    UK4
  2. Contract award notice published
    9 Apr 2026, 11:18 BST
    UK6
  3. Contract signature expected
    30 Apr 2026, 23:59 BST
    scheduled

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 158 awards · see the list ↓
Bids received 131 from SMEs · busiest of 8 lots

£1,000,000 is the framework's published maximum, restated by the publisher on 2 award rows. It is one ceiling, not 2 separate sums, and no share per lot is published; those rows read “ceiling above”.

Awarded toValueDateStatus
Lot 1 · General1 award
AVISON YOUNG (UK) LIMITED, CAPITAL REAL ESTATE PARTNERS LLP, CBRE Limited, Colliers International Property Consultants Limited, Cushman & Wakefield Debenham Tie Leung Ltd, Jones Lang LaSalle Ltd +4 more30 Apr 2026 – 29 Apr 2030ceiling above2 Apr 2026standstill to 20 Apr 2026Standstill
Lot 2 · Retail & Leisure1 award
CBRE Limited, Cushman & Wakefield Debenham Tie Leung Ltd, PARK PLACE RETAIL LLP, SAVILLS (UK) LIMITED30 Apr 2026 – 29 Apr 2030£750,0002 Apr 2026standstill to 20 Apr 2026Standstill
Lot 3 · Residential1 award
CARTER JONAS LLP, Jones Lang LaSalle Ltd, Knight Frank LLP, SAVILLS (UK) LIMITED, UNITED KINGDOM SOTHEBY'S INTERNATIONAL REALTY LIMITED30 Apr 2026 – 29 Apr 2030£500,0002 Apr 2026standstill to 20 Apr 2026Standstill
Lot 4 · Science & Innovation1 award
AVISON YOUNG (UK) LIMITED, Bidwells, CBRE Limited, SAVILLS (UK) LIMITED30 Apr 2026 – 29 Apr 2030ceiling above2 Apr 2026standstill to 20 Apr 2026Standstill
Lot 5 · Rural1 award
BNP Paribas Real Estate, CARTER JONAS LLP, Knight Frank LLP, SAVILLS (UK) LIMITED30 Apr 2026 – 29 Apr 2030£750,0002 Apr 2026standstill to 20 Apr 2026Standstill
Lot 6 · Strategic and Development Land1 award
Gerald Eve LLP, Knight Frank LLP, SAVILLS (UK) LIMITED30 Apr 2026 – 29 Apr 2030£250,0002 Apr 2026standstill to 20 Apr 2026Standstill
Lot 7 · Natural Capital Markets1 award
BNP Paribas Real Estate, NATURAL ASSET PARTNERS LTD, SAVILLS (UK) LIMITED30 Apr 2026 – 29 Apr 2030£200,0002 Apr 2026standstill to 20 Apr 2026Standstill
Lot 8 · Corporate Advisory and Partnership Structuring1 award
CBRE Limited, Cushman & Wakefield Debenham Tie Leung Ltd, Jones Lang LaSalle Ltd30 Apr 2026 – 29 Apr 2030£500,0002 Apr 2026standstill to 20 Apr 2026Standstill

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · General13final-stage tenders10—
2 · Retail & Leisure8final-stage tenders10—
3 · Residential5final-stage tenders10—
4 · Science & Innovation9final-stage tenders00—
5 · Rural6final-stage tenders00—
6 · Strategic and Development Land10final-stage tenders00—
7 · Natural Capital Markets8final-stage tenders10—
8 · Corporate Advisory and Partnership Structuring9final-stage tenders00—

Contracting authority & participating public bodies

The Crown Estate

Contracting authorityPublic authority - central government GB-PPON: PYYN-4743-GYVQ 1 St James Market, London, London, SW1Y 4AHContact email

Framework contractors & participating bidders

15 commercial parties on the notice
  • AVISON YOUNG (UK) LIMITEDFramework contractorGB-COH: 06382509GB-PPON: PDBH-8317-DXXN 3 Brindley Place, Birmingham, West Midlands, B1 2JBContact email
  • BIDWELLS LLPFramework contractorGB-COH: OC344553GB-PPON: PZCB-5879-YWYR Bidwell House, Cambridge, East of England, CB2 9LDContact email
  • BNP PARIBAS REAL ESTATE ADVISORY & PROPERTY MANAGEMENT UK LIMITEDFramework contractorGB-COH: 04176965GB-PPON: PNPJ-5447-LVPV 10 Harewood Avenue, London, London, NW1 6AAContact email
  • CAPITAL REAL ESTATE PARTNERS LLPFramework contractorGB-COH: OC350483GB-PPON: PNQH-5778-TNLH Constable Court, 62 Dene Street, Dorking, South East, RH4 2DPContact email
  • CARTER JONAS LLPFramework contractorGB-COH: OC304417GB-PPON: PQQD-8443-VLXP One Chapel Pl, London, London, W1G 0BGContact email
  • CBRE LIMITEDFramework contractorGB-COH: 03536032GB-PPON: PHHJ-5567-CWPY Henrietta House, London, London, W1G 0NBContact email
  • COLLIERS INTERNATIONAL PROPERTY CONSULTANTS LIMITEDFramework contractorGB-COH: 07996509GB-PPON: PPMY-4944-PRJV 95 Wigmore Street, London, London, W1U 1FFContact email
  • CUSHMAN & WAKEFIELD DEBENHAM TIE LEUNG LIMITEDFramework contractorGB-COH: 02757768GB-PPON: PRBY-3147-QGPN 125 Old Broad Street, London, London, EC2N 1ARContact email
  • Jones Lang LaSalle LimitedFramework contractorGB-COH: 01188567GB-PPON: PNCL-6287-DJTQ 30 Warwick Street, London, London, W1B 5NHContact email
  • KNIGHT FRANK LLPFramework contractorGB-COH: OC305934GB-PPON: PJMY-9322-VTBV 55 Baker Street, London, London, W1U 8ANContact email
Show 5 more suppliers
  • NATURAL ASSET PARTNERS LTDFramework contractorGB-COH: 15226056GB-PPON: PQDX-1749-LTQN Gff 20 Weston Road, London, London, W4 5NHContact email
  • NEWMARK GERALD EVE LLPFramework contractorGB-COH: OC339470GB-PPON: PNWX-7921-TLQR One Fitzroy, London, London, W1T 3JJContact email
  • PARK PLACE RETAIL LLPFramework contractorGB-COH: OC324946GB-PPON: PYYP-3797-NNCW 1st Floor 6 Kingly Street, London, London, W1B 5PFContact email
  • SAVILLS (UK) LIMITEDFramework contractorGB-COH: 02605138GB-PPON: PMWL-7877-TDBZ 33 Margaret Street, London, London, W1G 0JDContact email
  • UNITED KINGDOM SOTHEBY'S INTERNATIONAL REALTY LIMITEDFramework contractorGB-COH: 01266162GB-PPON: PMTL-8228-XXMN 48 Conduit Street, London, London, W1S 2YRContact email

Official documents & specifications (11)

Official links; attachments are not copied

Tender pack and attachments

Notices published for this procedure

  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Tender notice tenderTender noticeUK4Tender notice on Find a Tender