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02 Contract Notice

Management services to deliver social enterprise lending in Wales

  • First published: 15 March 2019
  • Last modified: 15 March 2019
  • This file may not be fully accessible.

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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-090464
Published by:
Development Bank of Wales
Authority ID:
AA0555
Publication date:
15 March 2019
Deadline date:
12 April 2019
Notice type:
02 Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The Development Bank of Wales PLC (‘DBW’) proposes to establish a new Wales Micro Loan Fund, from which 2 million GBP will be allocated to a Social Enterprises sub-fund (the “Social Enterprise Sub-Fund”). DBW is seeking to appoint up to three (3) Service Providers to identify and evaluate investment opportunities, to make recommendations on investments in suitable social enterprises and to monitor the portfolio of such investments on behalf of the fund holder of the Social Enterprise Sub-Fund on a fully-discretionary basis. Further information can be obtained from the Invitation to Tender guidance document. The deadline for responses is Friday 12 April 2019. CPV: 66100000, 66000000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Development Bank of Wales plc

Development Bank of Wales, 1 Capital Quarter, Tyndall Street

Cardiff

CF10 4BZ

UK

Telephone: +44 2920338100

E-mail: procurement@developmentbank.wales

Fax: +44 2920338101

NUTS: UKL

Internet address(es)

Main address: www.financewales.co.uk

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0555

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

http://www.etenderwales.bravosolution.co.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

http://www.etenderwales.bravosolution.co.uk


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Management services to deliver social enterprise lending in Wales

Reference number: DBW-Strategy-03-2019

II.1.2) Main CPV code

66100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The Development Bank of Wales PLC (‘DBW’) proposes to establish a new Wales Micro Loan Fund, from which 2 million GBP will be allocated to a Social Enterprises sub-fund (the “Social Enterprise Sub-Fund”). DBW is seeking to appoint up to three (3) Service Providers to identify and evaluate investment opportunities, to make recommendations on investments in suitable social enterprises and to monitor the portfolio of such investments on behalf of the fund holder of the Social Enterprise Sub-Fund on a fully-discretionary basis.

Further information can be obtained from the Invitation to Tender guidance document.

The deadline for responses is Friday 12 April 2019.

II.1.5) Estimated total value

Value excluding VAT: 200 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

Wales

II.2.4) Description of the procurement

A full description of the services can be obtained from the Invitation to Tender guidance document.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 216

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

For DBW's specific requirements, please see the information contained within the ITT and related documents, copies of which can be accessed in accordance with the instructions in II.1.4 and VI.3

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

III.2.2) Contract performance conditions

For DBW's specific requirements, please see the information contained within the ITT and related documents, copies of which can be accessed in accordance with the instructions in sections II.1.4 and VI.3.

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 12/04/2019

Local time: 13:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.7) Conditions for opening of tenders

Date: 12/04/2019

Local time: 13:00

Information about authorised persons and opening procedure:

The tender is being run through the etenderwales system

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

The Invitation to Tender (ITT) documentation can be accessed via

https://etenderwales.bravosolution.co.uk.

- The first person from your Organisation to use the Platform will be required to register on behalf of the Organisation.

- Registration involves accepting a User Agreement, and providing basic information about your Organisation and about the User performing the Registration.

- The User who performs the Registration becomes the Super User for the Organisation.

- On registering on the Platform the Super User will select a username and will receive a password.

- The Password will be sent by e-mail to the e-mail address that was specified in the User Details section of the Registration page.

- In order to log-in to the Platform please enter your Username and Password.

- Note: If you forget your Password then visit the homepage and click "Forgot your password?"

- Registration should only be performed once for each Organisation.

- If you think that someone in your Organisation may have already registered on this Platform then you must not register again.

- Please contact the person who Registered (i.e. the Super User) in order to arrange access to the Platform.

- Contact the Helpdesk immediately if you are unable to contact the Super User (for example if they have left your Organisation).

HOW TO FIND THE ITT:

- Once logged in you must click on 'ITTs Open to all Suppliers'.

- The etender references for this framework are:

project_41395 Management services to deliver social enterprise lending in Wales

MANDATORY itt

A tender response which is compliant with the requirements of the itt must be submitted by all Tenderers:

project_41395- Click on the title to access summary details of the itt. If you are still interested in submitting a tender, click the 'Express an Interest button'.

This will move the itt from the 'Open to all Suppliers' area to the 'My itt's' on the home page.

- You will then see the full details of the itt in the qualification and technical envelopes along with any relevant documents in the 'Attachments' area.

If you have any queries regarding the requirements please message using the e-tenderwales message portal. If you are seeking help on using the etenderwales system please email the bravo solutions

helpdesk at help@bravosolution.co.uk or 0800 3684852

If you require the documentation in an alternative format, please use the 'Messages' area to contact the buyer directly, who will be able to provide a more suitable format. For example, Braille, Large Print, Word Document or Audio format.

Neither the Welsh Ministers, DBW nor any of their agents or advisors will be responsible for, or liable for, any costs and expenses incurred by organisations participating in the procurement process and responding to the itt. DBW reserves the right at any time without notice and without liability to any bidder to: (i) withdraw from and/or abandon and/or defer the procurement process; and (ii) not to award any contract as a result of the procurement process.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=90464

(WA Ref:90464)

The buyer considers that this contract is suitable for consortia.

VI.4) Procedures for review

VI.4.1) Review body

Development Bank of Wales plc

Development Bank of Wales, 1 Capital Quarter, Tyndall Street

Cardiff

CF10 4BZ

UK

Telephone: +44 2920338100

E-mail: procurement@developmentbank.wales

Fax: +44 2920338101

Internet address(es)

URL: www.financewales.co.uk

VI.5) Date of dispatch of this notice

13/03/2019

Coding

Commodity categories

ID Title Parent category
66100000 Banking and investment services Financial and insurance services
66000000 Financial and insurance services Finance and Related Services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
100 UK - All
1000 WALES
1010 West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
15 March 2019
Deadline date:
12 April 2019 00:00
Notice type:
02 Contract Notice
Authority name:
Development Bank of Wales
Publication date:
08 June 2020
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Development Bank of Wales

About the buyer

Main contact:
procurement@developmentbank.wales
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
19/03/2019 13:25
etenderwales
Good afternoon

There appears to be an issue with accessing the tender documentation. I have put a call into etenderwales and will post an update as soon as it is resolved.
Apologies for any inconvenience this may cause.
19/03/2019 15:52
etenderwales - update
Please be advised that the tender should be available on etenderwales now. Please search for itt_73733 Management of Services to deliver Social Enterprise Lending in Wales to access.

Many thanks for your patience.

0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.