Services - 357412-2019

30/07/2019    S145

United Kingdom-Liverpool: Financial and insurance services

2019/S 145-357412

Contract notice

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: Liverpool City Region Combined Authority (LCRCA) and LCR Growth Company
Postal address: 1 Mann Island
Town: Liverpool
NUTS code: UKD7 Merseyside
Postal code: L3 1BP
Country: United Kingdom
Contact person: Procurement
E-mail: tender@liverpoolcityregion-ca.gov.uk

Internet address(es):

Main address: http://www.merseytravel.gov.uk/

Address of the buyer profile: http://www.merseytravel.gov.uk/

I.2)Information about joint procurement
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: www.the-chest.org.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: www.the-chest.org.uk
I.4)Type of the contracting authority
Body governed by public law
I.5)Main activity
Other activity: Public Services

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Fund Advisor(s) — Lot 1 — Brexit Resilience Fund and Lot 2 — Investment Soft Loan Fund

Reference number: DN419009
II.1.2)Main CPV code
66000000 Financial and insurance services
II.1.3)Type of contract
Services
II.1.4)Short description:

The LCRCA intends to appoint a fund advisor(s) under:

Lot 1: support for the Brexit Resilience Fund;

Lot 2: support for the inward Investment Soft Loan Fund.

Interested parties are invited to bid for 1 or both lots with the requirement similar for each lot — the lots have been split because the rules associated with the approval process are slightly different and because bidders may only have sufficient capacity to support 1 lot.

The budget is indicative only. Please refer to the evaluation documents for guidance on pricing.

Lot 1 is a 2 year contract with the scope to extend for a further 2 year period.

Lot 2 is a 2 year contract with the scope to extend for a further 2 year period.

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
Maximum number of lots that may be awarded to one tenderer: 2
II.2)Description
II.2.1)Title:

Lot 1: Brexit Resilience Fund

Lot No: 1
II.2.2)Additional CPV code(s)
66000000 Financial and insurance services
II.2.3)Place of performance
NUTS code: UKD7 Merseyside
II.2.4)Description of the procurement:

Lot 1: Brexit Resilience Fund.

Support for the Brexit Resilience Fund (BRF).

Interested parties are invited to bid for 1 or both lots with the requirement similar for each lot — the lots have been split because the rules associated with the approval process are slightly different and because bidders may only have sufficient capacity to support 1 lot.

Lot 1 is a 2 year contract with the scope to extend for a further 2 year period.

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Quality / Weighting: 60
Price - Weighting: 40
II.2.6)Estimated value
Value excluding VAT: 1 500 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Information regarding the renewal of this contract will be published via the chest approximately 6 months before the current contract expires.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description
II.2.1)Title:

Lot 2: Investment Soft Loan Fund

Lot No: 2
II.2.2)Additional CPV code(s)
66000000 Financial and insurance services
II.2.3)Place of performance
NUTS code: UKD7 Merseyside
II.2.4)Description of the procurement:

Lot 2: Investment Soft Loan Fund.

Support for the Investment Soft Loan Fund (ISLF).

Interested parties are invited to bid for 1 or both lots with the requirement similar for each Lot — the lots have been split because the rules associated with the approval process are slightly different and because bidders may only have sufficient capacity to support 1 lot.

Lot 2 is a 2 year contract with the scope to extend for a further 2 year period.

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Quality / Weighting: 60
Price - Weighting: 40
II.2.6)Estimated value
Value excluding VAT: 1 500 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

The renewal of this project will be advertised 6 months ahead of the contract expiry via The Chest.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

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
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.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

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
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 26/08/2019
Local time: 11:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders
Date: 26/08/2019
Local time: 11:00
Place:

Via the on line portal The Chest.

Information about authorised persons and opening procedure:

A member of the procurement team.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Official name: Liverpool City Region Combined Authority
Town: Liverpool
Postal code: L3 1BP
Country: United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice:
26/07/2019