Business Plan, Development Appraisal and Valuation Consultant

Description

St. Osyth Priory and Parish Trust is currently in the development phase of a National Lottery Heritage Fund which will focus on the redevelopment of the Tithe Barn and Old Dairy and into hirable event and community spaces.

St Osyth Priory and Parish Trust wishes to appoint a suitably qualified and highly experienced Business Planning, Development Appraisal and Valuation Consultant to work on the Development and Delivery Phases  - RIBA 1 to RIBA 7 of this aspect of the project. 

This ITT sets out the background to the project, the tender process, timescales and management 
arrangements.

There is, however, no guarantee that Delivery Phase services will be required, and bidders should take account of this. 

The Trust are also looking to appoint a Evaluation, Economic and Social impact Consultant, and would welcome submissions from those interested in both opportunities. 

The Business Planning Consultant will be required to work with the Project Team towards the development and successful completion of the National Lottery Heritage Fund Delivery Phase Application in 2026. The Business Planning Consultant will work with St Osyth Priory and Parish Trust and other consultants to research, understand, model and present the financial and other business matters of the project. 

The Business Plan will look at the market for the Tithe Barn and Old Dairy project and detail revenue, governance, management and staffing implications, as well as assess risk, for the project outcomes. The Plan will need to include organisational and financial models that will support a sustainable delivery of the project. This will include the potential for income generated through retail, employment, catering and possibly accommodation opportunities on the site. The Business Plan will comply with the 2019 National Lottery Heritage Fund guidance (Strategic Framework 5). 

We anticipate the Business Planner will liaise with key stakeholders, including the incumbent operator for weddings and events. 

For additional guidance for how St Osyth Priory and Parish Trust would like you to respond, please see the recommendations below. Responses should be sent as an emailed PDF attachment.
1. Case Studies.
2. Bios and CVs.
3. Community and Stakeholder Engagement Plan. 
4. Methodology and Timeline. 
5. References. Please provide three referees' details and a description of similar contracts delivered over the past five years.
6. Insurance. Please confirm that you have:
a. Employer's liability insurance 
b. £5m Professional indemnity insurance, for each and every claim
c. £5m Public liability insurance Proof of insurance will be required from the successful bidder. 

Social Value. Finally, to strengthen your response further still, please provide examples of your social 
value.