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Summary

OCID:
Published by:: Liverpool City Region — Combined Authority
Authority ID:: AA72929
Publication date:: 10 September 2019
Deadline date:: -
Notice type:: Contract Award Notice
Has documents:: No
Has SPD:: No
Has Carbon Reduction Plan:: N/A

Abstract

As the investment team prepares projects for each stage of the investment process – from outline to concept (SOC) to interim (OBC) to final (FBC) – it will require increasingly comprehensive economic appraisal support. This is the role of the economic appraiser.

Please note that, in contrast to the previous functioning of the SIF, the economic appraiser will not routinely consider more than the strategic and economic cases of the regular 5 business case model adopted by HM Government. The investment team will typically assume full responsibility for the commercial, financial and management cases.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

Liverpool City Region Combined Authority

1 Mann Island

Liverpool

L3 1BP

Contact person: Procurement

E-mail: tender@liverpoolcityregion-ca.gov.uk

NUTS: UKD7

Internet address(es)

Main address: http://www.liverpoolcityregion-ca.gov.uk

Address of the buyer profile: http://www.liverpoolcityregion-ca.gov.uk

I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

LCRCA SIF Strategy Appraiser and Advisor Framework — 2018

Reference number: DN366307

II.1.2) Main CPV code

66000000

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.

Please note that suppliers can apply to more that one lot.

II.1.6) Information about lots

This contract is divided into lots: Yes

II.1.7) Total value of the procurement

Lowest offer: 1 000 000.00 GBP/ Highest offer: 2 000 000.00 GBP

II.2) Description

Lot No: 1

II.2.1) Title

Economic Appraisal

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKD7

II.2.4) Description of the procurement

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60

Price / Weighting: 40

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

Property and Valuation Consultancy

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKD7

II.2.4) Description of the procurement

The requirements of the property and valuations consultant may include.

— market analysis in respect of property development and funding opportunities, including inter alia:

—— supply and demand analysis,

—— features, trends and components of demand,

—— impact of macroeconomic events and trends,

—— impact of market developments and trends,

—— competitive position of LCR (or other spatial area) and/or the proposition considered, and

—— analysis of market participants and key features of the market.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60

Price / Weighting: 40

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

Quantity and Cost Surveying Monitoring Surveyor

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKD7

II.2.4) Description of the procurement

For projects involving construction (whether new build, redevelopment or refurbishment), the combined authority may require professional construction advice in respect of the approach, cost and timescales of such construction in order to inform decision making processes.

This may include the review and commentary on investee and/or contractor’s proposals, for instance to identify areas of risk and uncertainty and how these are being managed.

In respect of projects in construction, professional advice may be required to ensure the combined authority’s interest are being maintained (e.g. progress reporting, commentary on design variations, review of achievement of construction milestones).

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60

Price / Weighting: 40

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

Corporate Finance and Financial Advisory

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKD7

II.2.4) Description of the procurement

As set out in the SIF investment strategy, the combined authority anticipates making equity and debt investments (in addition to the historic grant approach) into projects which support the combined authority growth strategy. It will also potentially provide guarantees, first loss instruments and other forms of financial support.

The combined authority therefore wishes to have available corporate finance advisors to support this process who can provide professional advice and due diligence and support the structuring, and negotiation of potential investments.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60

Price / Weighting: 40

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

Project Management and Investment Team Support

II.2.2) Additional CPV code(s)

66000000

II.2.3) Place of performance

NUTS code:

UKD7

II.2.4) Description of the procurement

The combined authority directly employs a highly experienced team of investment professionals. However it is recognised that it may not have the resource either in respect of capacity and skills to manage all investment propositions.

The combined authority therefore wishes to have available potential skills and resources to support the investment team as may be required.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60

Price / Weighting: 40

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.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

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

The procurement is covered by the Government Procurement Agreement: No

Section V: Award of contract

Lot No: 1

Contract No: Lot 1 - Economic appraisal

Title: Lot 1: Economic Appraisal

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

Oxford

OX1 1BY

NUTS: UK

The contractor is an SME: Yes

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

Total value of the contract/lot: : 2 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Lot 2: Property and Valuation Consultancy

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

07/12/2018

V.2.2) Information about tenders

Number of tenders received: 37

The contract has been awarded to a group of economic operators: Yes

V.2.3) Name and address of the contractor

GVA Grimley Ltd t/a Avison Young

Birminghan

B1 2JB

NUTS: UK

The contractor is an SME: Yes

V.2.3) Name and address of the contractor

Cushman and Wakefield Debenham Tie Leung Ltd

Leeds

LS1 2ND

NUTS: UK

The contractor is an SME: No

V.2.3) Name and address of the contractor

Keppie Massie

Liverpool

L3 9BY

NUTS: UK

The contractor is an SME: Yes

V.2.3) Name and address of the contractor

Colliers International

Manchester

M2 1HW

NUTS: UK

The contractor is an SME: Yes

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

Total value of the contract/lot: Lowest offer: 1 000 000.00 GBP / Highest offer: 2 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Contract No: Lot 3 - Quantity and Cost Surveying

Title: Lot 3: Quantity and Cost Surveying

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

07/12/2018

V.2.2) Information about tenders

Number of tenders received: 39

The contract has been awarded to a group of economic operators: Yes

V.2.3) Name and address of the contractor

Currie and Brown (CI) Ltd

London

EC1N 2PB

NUTS: UK

The contractor is an SME: No

Total value of the contract/lot: Lowest offer: 1 000 000.00 GBP / Highest offer: 2 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 4

Contract No: Lot 4 - Corporate Finance and Financial Advisory

Title: Lot 4: Corporate Finance and Financial Advisory

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

London

SE1 2AF

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: Lowest offer: 1 000 000.00 GBP / Highest offer: 2 000 000.00 GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 5

Contract No: Lot 5 - Project Management and Investment Team Support

Title: Lot 5: Project Management and Investment Team Support

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

Manchester

M28 1ND

NUTS: UK

The contractor is an SME: Yes

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

Total value of the contract/lot: Lowest offer: 1 000 000.00 GBP / Highest offer: 2 000 000.00 GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

Liverpool City Region Combined Authortiy

Liverpool

VI.5) Date of dispatch of this notice

05/09/2019

Coding

Commodity categories

ID	Title	Parent category
66000000	Financial and insurance services	Finance and Related 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:: tender@liverpoolcityregion-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.

LCRCA SIF Strategy Appraiser and Advisor Framework — 2018

Contents

Summary

Abstract

Full notice text

Contract award notice

Section I: Contracting entity

I.1) Name and addresses

I.4) Type of the contracting authority

I.5) Main activity

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

II.1.2) Main CPV code

II.1.3) Type of contract

II.1.4) Short description

II.1.6) Information about lots

II.1.7) Total value of the procurement

II.2) Description

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

II.2.1) Title

II.2.2) Additional CPV code(s)

II.2.3) Place of performance

II.2.4) Description of the procurement

II.2.5) Award criteria

II.2.11) Information about options

II.2.13) Information about European Union funds

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

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

Section V: Award of contract

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.2) Information about tenders

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

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

V.2.5) Information about subcontracting

Section V: Award of contract

V.2 Award of contract

V.2.1) Date of conclusion of the contract

V.2.2) Information about tenders

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor

V.2.3) Name and address of the contractor