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Notice Details

Title: Financil Support and Advisory Services
Published by: University of Wales Trinity Saint David
Publication Date: 09/12/2014
Deadline Date:
Deadline Time:
Notice Type: Contract Award Notice
Has Documents: No
Has ESPD: No
Abstract: The University is seeking to appoint a suitable corporate financial advisor to provide it with the necessary support and assistance in taking forward the project as follows;
Developing and delivering the Financial Case for the project, to include:
i) developing a robust and dynamic financial model to inform prospective funders, and the University on the financial impact of the project at any point in time. The model will need to be updated on a regular basis as project development circumstances and constraints evolve.
ii) developing a definitive funding strategy, based on all potential funding options, including private investment, realisation of existing asset values and/or any other innovative funding opportunity/ies. A key consideration in this regard will be a detailed Sensitivity Analysis based on a range of assumptions (financial, economic, commercial and time) and to reflect the short to medium term uncertainties of the political, economic and financial environment to ensure the funding strategy is as credible as it is comprehensive and robust.
iii) Developing the Financial Case component and supporting the completion of the Outline / Full Business Case², as this evolves with the Project.
iv) Ongoing recommendations on the affordability implication of funding proposals and the identification, engagement with and negotiating on the University’s behalf with potential funders. This is anticipated to take place during negotiations with the Welsh Government and the Planning Authority in early 2015.
v) The University also wishes the selected financial advisor to be able to maximise the potential value of the University’s covenant and asset base, and additional work may be required in this respect. The potential value and contribution to the Project of all assets will be a key requirement of the appointment during the life of the Project up to the point that the Funding Model is realised.
It is expected that any agreement resulting from this tendering exercise will commence on 30th September 2014. This will initially run until the end of the phase 1 development as set out in the agreement between UWTSD and the Welsh Government, for the purchase of land at SA1. The first phase delivery should not be less than 3 years with the option to extend to the 4th year. The agreed stop dates for further phases with the Welsh Government could be up 10 years or sooner.
CPV: 70000000, 66100000, 66171000.

CONTRACT AWARD NOTICE – OFFICIAL JOURNAL

Section I: Contracting Authority

I.1)

Name, Address and Contact Point(s)


University of Wales Trinity St David

Carmarthen Campus,

Carmarthen

SA31 3EP

UK

Procurement Department

Heidi Davies

+44 1267676767

heidi.davies@tsd.uwtsd.ac.uk


www.tsd.ac.uk

http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0343

I.2)

Type of contracting Authority and Main Activity or Activities

Unchecked box
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No

Section II: Object of the Contract

II.1)

Description

II.1.1)

Title attributed to the contract by the contracting authority

Financil Support and Advisory Services

II.1.2(a))

Type of works contract

II.1.2(b))

Type of supplies contract

II.1.2(c))

Type of service contract

6

II.1.2)

Main site or location of works, place of delivery or performance

South West Wales


UKL

II.1.3)

This notice involves a framework agreement

Unchecked box
Unchecked box

II.1.4)

Short description of the contract or purchase(s)

The University is seeking to appoint a suitable corporate financial advisor to provide it with the necessary support and assistance in taking forward the project as follows;

Developing and delivering the Financial Case for the project, to include:

i) developing a robust and dynamic financial model to inform prospective funders, and the University on the financial impact of the project at any point in time. The model will need to be updated on a regular basis as project development circumstances and constraints evolve.

ii) developing a definitive funding strategy, based on all potential funding options, including private investment, realisation of existing asset values and/or any other innovative funding opportunity/ies. A key consideration in this regard will be a detailed Sensitivity Analysis based on a range of assumptions (financial, economic, commercial and time) and to reflect the short to medium term uncertainties of the political, economic and financial environment to ensure the funding strategy is as credible as it is comprehensive and robust.

iii) Developing the Financial Case component and supporting the completion of the Outline / Full Business Case², as this evolves with the Project.

iv) Ongoing recommendations on the affordability implication of funding proposals and the identification, engagement with and negotiating on the University’s behalf with potential funders. This is anticipated to take place during negotiations with the Welsh Government and the Planning Authority in early 2015.

v) The University also wishes the selected financial advisor to be able to maximise the potential value of the University’s covenant and asset base, and additional work may be required in this respect. The potential value and contribution to the Project of all assets will be a key requirement of the appointment during the life of the Project up to the point that the Funding Model is realised.

It is expected that any agreement resulting from this tendering exercise will commence on 30th September 2014. This will initially run until the end of the phase 1 development as set out in the agreement between UWTSD and the Welsh Government, for the purchase of land at SA1. The first phase delivery should not be less than 3 years with the option to extend to the 4th year. The agreed stop dates for further phases with the Welsh Government could be up 10 years or sooner.

II.1.5)

Common Procurement Vocabulary (CPV)

70000000
66100000
66171000

II.1.6)

Contract covered by the government procurement agreement (GPA)

No

II.2)

Total final value of the contract(s)

II.2.1)

Total final value of the contract(s)

 57500   GBP     

Section IV: Procedure

IV.1)

Type of procedure

IV.1.1)

Type of procedure

IV.2)

Award criteria

IV.2.1)

Award criteria

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Checked box
Price 40
Quality 60

IV.2.2)

An electronic auction has been used

No

IV.3)

Administrative information

IV.3.1)

File reference number attributed by the contracting authority

TSD1314/05

IV.3.2)

Previous publication(s) concerning the same contract


2014/S 141-253178 25-07-2014

Other previous publications

Section V: Award of contract

tsd1314/05

V.1)

Date of contract award:

 02-10-2014

V.2)

Numbers of offers received:

6

V.3)

Name and address of economic operator to whom the contract has been awarded


Qmpf Llp

3 Ponton Street

Edinburgh

EH3 9QQ

UK




V.4)

Information on value of contract

 57500 GBP 

V.5)

The contract is likely to be subcontracted

No

Short description of the value/proportion of the contract to be subcontracted

Section VI: Complementary Information

VI.1)

Contract related to a project and/or programme financed by community funds?

No



VI.2)

Additional Information

(WA Ref:20069)

VI.3)

Procedures for appeal

VI.3.1)

Body responsible for appeal procedures










Body responsible for mediation procedures










VI.3.2)

Lodging of appeals

VI.3.3)

Service from which information about the lodging of appeals may be obtained










VI.4)

Dispatch date of this Notice

 09-12-2014

Information added to the notice since publication.

Additional information added to the notice since it's publication.
No further information has been uploaded.
Main Contact: heidi.davies@tsd.uwtsd.ac.uk
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
66100000Banking and investment servicesFinancial and insurance services
66171000Financial consultancy servicesFinancial consultancy, financial transaction processing and clearing-house services
70000000Real estate servicesConstruction and Real Estate

Delivery Locations

Delivery Locations
IDDescription
1014South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018Swansea

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