Contract

Provision of Portfolio Management & Appraisal Services Framework

  • West Yorkshire Combined Authority

F03: Contract award notice

Notice identifier: 2024/S 000-005866

Procurement identifier (OCID): ocds-h6vhtk-03b785

Published 22 February 2024, 5:19pm



Section one: Contracting authority

one.1) Name and addresses

West Yorkshire Combined Authority

Wellington House, 40-50 Wellington Street

Leeds

LS1 2DE

Contact

Lauren Robinson

Email

lauren.robinson@westyorks-ca.gov.uk

Telephone

+44 1132517499

Country

United Kingdom

Region code

UKE4 - West Yorkshire

National registration number

8876556

Internet address(es)

Main address

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

Buyer's address

https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103257

one.4) Type of the contracting authority

Regional or local authority

one.5) Main activity

General public services


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Provision of Portfolio Management & Appraisal Services Framework

Reference number

72922

two.1.2) Main CPV code

  • 66140000 - Portfolio management services

two.1.3) Type of contract

Services

two.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.

two.1.6) Information about lots

This contract is divided into lots: No

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £800,000

two.2) Description

two.2.2) Additional CPV code(s)

  • 66140000 - Portfolio management services

two.2.3) Place of performance

NUTS codes
  • UKE4 - West Yorkshire

two.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.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 80

Price - Weighting: 20

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2023/S 000-020591


Section five. Award of contract

Contract No

1

Title

Provision of Portfolio Management & Appraisal Services Framework

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

1 December 2023

five.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

five.2.3) Name and address of the contractor

Mott MacDonald

Mott MacDonald House, 8-10 Sydenham Road

Croydon

CR0 2EE

Email

hannah.adams@mottmac.com

Telephone

+44 01133943572

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

1243967

The contractor is an SME

No

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

Total value of the contract/lot: £800,000


Section six. Complementary information

six.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).

six.4) Procedures for review

six.4.1) Review body

High Court of England and Wales

London

Country

United Kingdom

six.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

Email

lauren.robinson@westyorks-ca.gov.uk

Telephone

+44 1132517499

Country

United Kingdom