Managing Agent Tenders - London and Essex
Tendering for a New Managing Agent in London?
East Valley Properties welcomes invitations to tender for the management of residential blocks and developments across London and Essex.
Whether you are an RMC, RTM company, freeholder or board reviewing your current managing agent, we can provide a structured management proposal covering service charge administration, compliance, maintenance, major works, resident communication and mobilisation from the existing agent.
- Independent managing agent, London and Essex
- Structured written proposals for every tender
- No contractor, insurance or utility commissions
- Fees from £2,000 per year, and no VAT
Looking for management for a larger development?
East Valley Properties is actively expanding its managed portfolio and welcomes opportunities to tender for larger residential developments across London and Essex.
We assess each opportunity individually, considering the number of homes, building complexity, staffing requirements, major works, compliance obligations and the level of management support required. Service charge budget, lifts and plant, fire and building-safety requirements, commercial elements and the expectations of the board all form part of that assessment.
This allows us to establish whether we can provide the appropriate resources before submitting a proposal - so that if we tender, we do so on the basis that we can actually deliver the service the development needs.
How a block management tender works
1. Preparing the tender
A meaningful proposal starts with information. The material normally required includes the development details, the number of units, the management structure, the current service charge budget, the latest service charge accounts, the lease, existing contracts, any on-site staffing arrangements, compliance information, planned major works and the desired commencement date.
2. Invitation to tender
East Valley Properties can respond to formal Invitations to Tender, Requests for Proposals and managing-agent questionnaires, as well as less formal requests from RMC or RTM directors who are simply comparing agents. The format of the invitation does not matter as much as the quality of the information behind it.
3. Site inspection and meeting
We will normally want to understand the development before finalising a proposal. Depending on the development this may include a site visit, a meeting with the directors or freeholder, and a review of the existing management problems, major works position and compliance issues.
4. Written management proposal
The written proposal can set out the annual management fee, the management scope, the proposed inspection arrangements, any additional charges, reporting arrangements, the mobilisation plan, key responsibilities and exclusions. Our published fee principles are on the block management pricing page. See our block management fees and pricing
5. Tender interview
East Valley Properties is happy to attend tender interviews with directors, leaseholders, freeholders and professional advisers. The interview gives you the opportunity to question the proposed approach, our systems, the reporting arrangements, communication standards and the mobilisation plan before any decision is made.
6. Due diligence and appointment
Before appointing any managing agent, a client may reasonably request evidence of professional memberships and redress arrangements, insurance cover, references, and details of how service charge money will be held. East Valley Properties is a member of the Property Redress Scheme (PRS032061) and holds Client Money Protection through Money Shield (CMP013659). In line with our wider approach, service charge banking is generally established in the name of the RTM company, RMC or freeholder rather than retained within East Valley, so the funds clearly belong to the client company.
7. Mobilisation and handover
Once appointed, mobilisation follows a structured handover from the outgoing agent. We keep this page focused on the tender itself: the switching process is covered in detail in our changing managing agent guide and the managing agent handover checklist. Changing managing agent and managing agent handover checklist.
The first 90 days
Mobilisation after appointment may include the following, depending on the development and the condition of the records handed over. Not every item applies to every appointment - the priorities are agreed with the board at the outset.
- Management handover from the outgoing agent
- Document and data review
- Service charge financial reconciliation
- Reserve fund position
- Outstanding arrears position
- Contractor and supplier review
- Insurance review
- Compliance documentation
- Fire and building-safety records
- Initial site inspection
- Outstanding maintenance review
- Resident communication
- Priorities agreed with the board
- Initial management reporting
What we look for before accepting a tender
East Valley Properties does not automatically tender for every development. Before committing, we want to understand the complexity of the development, the expectations of the directors or freeholder, the management scope, the existing issues, the compliance position, any planned major works, the staffing requirements, the desired commencement date and - above all - whether we can resource the development properly.
Our objective is not simply to add another block to the portfolio. Before tendering, we want to establish that we can provide the level of management the development requires.
What should be included in a managing agent tender?
| Tender information | Why it matters |
|---|---|
| Number of residential and commercial units | Helps establish management scope and complexity |
| Management structure | Clarifies whether the client is an RMC, RTM company, freeholder or another structure |
| Latest service charge budget | Shows the financial scope of management |
| Latest service charge accounts | Helps understand the current financial position |
| Lease | Defines the management and service charge obligations |
| Current management agreement | Helps establish termination and transition timing |
| Fire risk assessment and compliance records | Identifies existing compliance responsibilities |
| Planned major works | Helps determine project-management requirements |
| Existing staff | Identifies possible employment/TUPE considerations |
| Existing supplier contracts | Allows existing commitments to be understood |
| Desired commencement date | Allows mobilisation requirements to be assessed |
Don't have a formal tender pack?
That's fine. Directors can contact East Valley with the basic details of the development and we can explain what information would normally be required for us to prepare a meaningful proposal.
Why invite East Valley to tender?
East Valley Properties is an independent managing agent covering London and Essex, with experience working with RTM companies, resident management companies and share of freehold developments, as well as freeholders.
- Independent managing agent - directors keep control
- Direct communication with a named contact
- Transparent fee structure agreed in writing
- No contractor, building-insurance or communal utility commissions
- Service charge banking generally opened in the client company's own name
- Management handover experience from outgoing agents
- Service charge management and year-end accounts coordination
- Section 20 administration for qualifying major works
- Compliance coordination, including fire and building-safety records
- Member of the Property Redress Scheme (PRS032061) with Client Money Protection (CMP013659)
East Valley can respond to formal Invitations to Tender as well as direct requests for management proposals from RMCs, RTM companies and freeholders.
Management fees
Management proposals are tailored to the development's size and complexity. As a guide, block management fees currently start from £2,000 per year, East Valley does not currently charge VAT, and we do not take contractor or insurance commissions.
Who can invite us to tender?
Resident Management Companies (RMCs)
Resident-led companies reviewing their current agent or appointing a professional managing agent for the first time.
Block management for RMCsRight to Manage Companies (RTMs)
RTM companies that have acquired the right to manage and are tendering the management contract.
RTM company managementShare of freehold developments
Resident-controlled freehold companies that want service charge administration and compliance handled properly.
Share of freehold managementFreeholders
Freeholders of residential developments appointing or replacing a managing agent.
Services for freeholdersDevelopers and professional advisers
Developers, surveyors and solicitors preparing an Invitation to Tender on behalf of a client development.
Services for developersSmaller developments are equally welcome. If you are tendering the management of a smaller block, our small block management in London page explains how we keep fees proportionate, and our London block management page covers our wider service.
Invite East Valley to Tender
Complete the form below with the details of the development. If you already have an Invitation to Tender or tender pack, you can attach it as a PDF or DOCX. We will review the information and respond to discuss the next steps. If you would prefer a shorter general enquiry, you can request a management proposal instead.
Block Management Tender FAQs
Common questions from RMC and RTM directors, freeholders and professional advisers about inviting East Valley Properties to tender.
Comparing managing agents?
Invite East Valley Properties to tender and judge our proposal alongside the others. If you are earlier in the process, a free block review can help the board frame what it needs before any tender goes out.