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Contract Award Notice

Provision of Portfolio Management & Appraisal Services Framework

  • First published: 23 February 2024
  • Last modified: 23 February 2024

The buyer is not using this website to administer the notice.

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-h6vhtk-03b785
Published by:
West Yorkshire Combined Authority
Authority ID:
AA28341
Publication date:
23 February 2024
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

In March 2014 the Leeds City Region Local Enterprise Partnership (LCR LEP) submitted its Strategic Economic Plan (SEP) to Government. This led to £1 billion growth deal award being made to the Combined Authority.

In 2021 the £1.8bn devolution deal was secured for West Yorkshire. This meant the first Mayor of West Yorkshire was subsequently elected, with Tracy Brabin taking up post in May 2021. The devolution deal and election of the Mayor has enabled us to start to drive up living standards for local communities while tackling the climate emergency and helping to deliver our commitment to become a net zero carbon city region by 2038. Further information on this can be found here.

West Yorkshire Local Assurance Framework

As part of the agreements with Government, the CA must publish an annual local Assurance Framework, setting out how funding is allocated, how schemes are appraised, and how funding decisions are made. A copy is available here.

The Assurance Framework sets out the arrangements that the Combined Authority and the LEP have in place to ensure that public money is managed effectively. It explains how the Combined Authority and the LEP identify, appraise, and evaluate schemes to achieve value for money. The Assurance Framework covers expenditure on programmes and schemes funded by Government or local sources in the Leeds City Region. This includes funding received by the Combined Authority in respect of the Single Investment Fund (SIF) and as the accountable body for the LEP.

The purpose of this Assurance Framework is to ensure that the necessary systems and processes are in place to manage funding effectively, and to ensure the successful delivery of our Strategic Economic Framework (SEF) ambitions1. Its focus is to ensure that necessary practices and standards are implemented to provide the Government, Combined Authority, the LEP and local partners with assurance that decisions over funding (and the means by which these decisions are implemented) are proper, transparent and deliver value for money.

The Assurance Framework is reviewed and updated on an annual basis. As part of recent updates significant work has been undertaken in the last two years, to embed an improved scheme assurance process. The assurance process (set out below) has three stages;

Stage 1: Assessment and Sequencing,

Stage 2: Scheme Development,

Stage 3: Delivery and Evaluation.

It provides a practical ‘step-by-step’ framework to aid the development of business cases, to ensure successful delivery and to enable monitoring and evaluation. The assurance process is transparent and proportionate and offers a structured process for appraising, developing, planning, delivering and evaluation that is in line with HM Treasury guidance to deliver best public value.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

West Yorkshire Combined Authority

8876556

Wellington House, 40-50 Wellington Street

Leeds

LS1 2DE

UK

Contact person: Lauren Robinson

Telephone: +44 1132517499

E-mail: lauren.robinson@westyorks-ca.gov.uk

NUTS: UKE4

Internet address(es)

Main address: https://www.westyorks-ca.gov.uk

Address of the buyer profile: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103257

I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Provision of Portfolio Management & Appraisal Services Framework

Reference number: 72922

II.1.2) Main CPV code

66140000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The West Yorkshire Combined Authority (the ‘Combined Authority’) is seeking to appoint a suitably qualified and experienced consultant/s to provide advice and support in the appraisal and assurance of scheme project business cases that progress through its local Assurance Framework. Consultants seeking to be appointed to this commission will be expected to demonstrate a breadth of skills and expertise which reflects the broad range of projects that come forward to the Combined Authority for funding, including transport, housing, regeneration, economic development, and flood resilience. Further information on the variety of schemes can be seen by visiting the Combined Authority website.

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 800 000.00  GBP

II.2) Description

II.2.2) Additional CPV code(s)

66140000

II.2.3) Place of performance

NUTS code:

UKE4

II.2.4) Description of the procurement

In March 2014 the Leeds City Region Local Enterprise Partnership (LCR LEP) submitted its Strategic Economic Plan (SEP) to Government. This led to £1 billion growth deal award being made to the Combined Authority.

In 2021 the £1.8bn devolution deal was secured for West Yorkshire. This meant the first Mayor of West Yorkshire was subsequently elected, with Tracy Brabin taking up post in May 2021. The devolution deal and election of the Mayor has enabled us to start to drive up living standards for local communities while tackling the climate emergency and helping to deliver our commitment to become a net zero carbon city region by 2038. Further information on this can be found here.

West Yorkshire Local Assurance Framework

As part of the agreements with Government, the CA must publish an annual local Assurance Framework, setting out how funding is allocated, how schemes are appraised, and how funding decisions are made. A copy is available here.

The Assurance Framework sets out the arrangements that the Combined Authority and the LEP have in place to ensure that public money is managed effectively. It explains how the Combined Authority and the LEP identify, appraise, and evaluate schemes to achieve value for money. The Assurance Framework covers expenditure on programmes and schemes funded by Government or local sources in the Leeds City Region. This includes funding received by the Combined Authority in respect of the Single Investment Fund (SIF) and as the accountable body for the LEP.

The purpose of this Assurance Framework is to ensure that the necessary systems and processes are in place to manage funding effectively, and to ensure the successful delivery of our Strategic Economic Framework (SEF) ambitions1. Its focus is to ensure that necessary practices and standards are implemented to provide the Government, Combined Authority, the LEP and local partners with assurance that decisions over funding (and the means by which these decisions are implemented) are proper, transparent and deliver value for money.

The Assurance Framework is reviewed and updated on an annual basis. As part of recent updates significant work has been undertaken in the last two years, to embed an improved scheme assurance process. The assurance process (set out below) has three stages;

Stage 1: Assessment and Sequencing,

Stage 2: Scheme Development,

Stage 3: Delivery and Evaluation.

It provides a practical ‘step-by-step’ framework to aid the development of business cases, to ensure successful delivery and to enable monitoring and evaluation. The assurance process is transparent and proportionate and offers a structured process for appraising, developing, planning, delivering and evaluation that is in line with HM Treasury guidance to deliver best public value.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 80

Price / Weighting:  20

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 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.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2023/S 000-020591

Section V: Award of contract

Contract No: 1

Title: Provision of Portfolio Management & Appraisal Services Framework

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

01/12/2023

V.2.2) Information about tenders

Number of tenders received: 7

Number of tenders received by electronic means: 7

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Mott MacDonald

1243967

Mott MacDonald House, 8-10 Sydenham Road

Croydon

CR0 2EE

UK

Telephone: +44 01133943572

E-mail: hannah.adams@mottmac.com

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: : 800 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

The contract opportunity is advertised on behalf of and will be available for use by the

following - The Combined Authority is running this procurement process on its own behalf

and other Contracting Authorities as follows: The Borough Council of Calderdale, The

Council of the Borough of Kirklees, The Council of the City of Wakefield Metropolitan

District, City of Bradford Metropolitan District Council, Leeds City Council, West Yorkshire

Housing Partnership (WYHP) Members and Better Homes Hub (or its equivalent named

scheme as developed by the Combined Authority).

VI.4) Procedures for review

VI.4.1) Review body

High Court of England and Wales

London

UK

VI.4.4) Service from which information about the review procedure may be obtained

West Yorkshire Combined Authority

Wellington House, 40-50 Wellington Street

Leeds

LS1 2DE

UK

Telephone: +44 1132517499

E-mail: lauren.robinson@westyorks-ca.gov.uk

VI.5) Date of dispatch of this notice

22/02/2024

Coding

Commodity categories

ID Title Parent category
66140000 Portfolio management services Banking and investment services

Delivery locations

ID Description
100 UK - All

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.

About the buyer

Main contact:
lauren.robinson@westyorks-ca.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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