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II.1.1) Title
LCRCA SIF Stratergy Appraiser and Advisor Framework
Reference number: DN356768
II.1.2) Main CPV code
73000000
II.1.3) Type of contract
Services
II.1.4) Short description
In July 2018 the LCRCA approved its strategic investment fund strategy (SIF). The investment strategy has been drafted to guide the LCRCA's investment actives for the next 12 — 18 months. The investment strategy applies to projects in the local transport, land and property, infrastructure, low carbon culture, business support and innovation, and skills employment sectors. Merseytravel on behalf of the LCRCA are looking to set up a framework for the following services a detailed in section 11.2 lots below:
— economic appraisal,
— land, property and housing,
— corporate and project finance,
— legal services.
II.1.5) Estimated total value
Value excluding VAT:
3 000 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for all lots
Lot No: 1
II.2.1) Title
Economic Appraisal — Lot A — Analysis/ Appraisal
II.2.2) Additional CPV code(s)
79311400
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to: Economic analysis and appraisal of projects.
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 2
II.2.1) Title
Economic Appraisal — Lot B — Evaluation
II.2.2) Additional CPV code(s)
79311410
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to: Evaluation of approved / complete projects and programmes
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 3
II.2.1) Title
Land, Property and Housing — Lot A — Valuation
II.2.2) Additional CPV code(s)
66171000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
Property Valuation
Market Analysis
Project appraisal for gap funding purposes
Project credit and risk analysis, pricing for funding purposes
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are two possible twelve month extensions in relation to this contract.
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
Lot No: 4
II.2.1) Title
Land, property and housing — Lot B — Management
II.2.2) Additional CPV code(s)
66171000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to: Project and development management
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are two possible twelve month extensions in relation to this contract.
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
Lot No: 5
II.2.1) Title
Land, Property and Housing — Lot C — Costs
II.2.2) Additional CPV code(s)
71324000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
— quantity and cost surveying,
— monitoring surveyor.
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 6
II.2.1) Title
Corporate and Project Finance — Lot A — Capital Structuring
II.2.2) Additional CPV code(s)
66171000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
— capital structuring,
— due diligence,
— negotiation of terms and legal documentation,
— project management and LCRCA investment team support.
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 7
II.2.1) Title
Corporate and Project Finance — Lot B — Market Analysis
II.2.2) Additional CPV code(s)
66171000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
— valuation,
— market analysis,
— project appraisals for gap funding purposes,
— project credit and risk analysis, pricing for funding purposes.
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 8
II.2.1) Title
Legal Services — Lot A — State Aid Advice
II.2.2) Additional CPV code(s)
79100000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
Advice and verification of project state aid solutions
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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
Lot No: 9
II.2.1) Title
Legal Services — Lot B — Project Legal Structuring
II.2.2) Additional CPV code(s)
79100000
II.2.3) Place of performance
NUTS code:
UKD7
II.2.4) Description of the procurement
Covers the following areas but not limited to:
— Legal services,
— Project legal structuring,
— Drafting and negotiation of project legal documentation.
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: 48
This contract is subject to renewal: Yes
Description of renewals:
Procurement process will start 6 months ahead of current contract end date.
Please note that there are 2 possible 12 month extensions in relation to this contract.
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