Tender

Consultancy Services Framework (including economic and financial analysis, research and modelling)

  • TEES VALLEY COMBINED AUTHORITY

F02: Contract notice

Notice identifier: 2021/S 000-006197

Procurement identifier (OCID): ocds-h6vhtk-029fa7

Published 26 March 2021, 11:29am



Section one: Contracting authority

one.1) Name and addresses

TEES VALLEY COMBINED AUTHORITY

Cavendish House, Teesdale Business Park

Stockton-on-tees

TS176QY

Contact

Mandy Dixon

Email

mandy.dixon@teesvalley-ca.gov.uk

Telephone

+44 1642526118

Country

United Kingdom

NUTS code

UKC1 - Tees Valley and Durham

Internet address(es)

Main address

www.teesvalley-ca.gov.uk

one.3) Communication

Access to the procurement documents is restricted. Further information can be obtained at

www.nepo.org

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

www.nepo.org

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at

www.nepo.org

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

Consultancy Services Framework (including economic and financial analysis, research and modelling)

Reference number

000210

two.1.2) Main CPV code

  • 73000000 - Research and development services and related consultancy services
    • RB09 - For regional economics
    • RB13 - For econometrics
    • RB17 - For economic forecasting

two.1.3) Type of contract

Services

two.1.4) Short description

Tees Valley Combined Authority Group wishes to establish an economic consultancy services framework to provide the following types of specialist support, focused around Tees Valley economic policy priorities and key sectors:

• Business Case Development and Appraisal

• Evaluation and Impact Assessment

• Econometric modelling Intelligence Analysis and Forecasting

• Bespoke policy analysis, relating to economic policy theme and/or sectors

• Strategy and Policy Development

• Investment Appraisal and Due Diligence

two.1.5) Estimated total value

Value excluding VAT: £5,000,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

two.2) Description

two.2.1) Title

Business Case Development and Appraisal

Lot No

1

two.2.2) Additional CPV code(s)

  • 73200000 - Research and development consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

Provision of full Green Book five Case Business Cases and review/appraisal of submitted business cases.

All advice must conform to the following technical standards:

• Tees Valley Combined Authority: Assurance Framework and Monitoring and Evaluation Guidance;

• HM Treasury ,The Green Book: Central Government Guidance on Appraisal and Evaluation;

• HM Treasury, The Magenta Book: Central Government guidance on Evaluation;

• Ministry for Housing, Communities and Local Government: Appraisal Guidance;

• Royal Institute of Chartered Surveyors Red Book: Guidance on Valuation;and

• Department for Transport: Webtag guidance on conduct for transport studies.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Evaluation and Impact Assessment

Lot No

2

two.2.2) Additional CPV code(s)

  • 73000000 - Research and development services and related consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

Delivery of evaluation and impact assessments (utilising theory of change and logic model analysis) which can robustly capture and monetise economic, environmental and social impacts in line with new Green Book guidelines, including:

• Provision of integrated impact assessments which monetise all potential outputs, outcomes and impacts;

• Provision of summative and formative evaluations;

• Distributional impacts;and

• Compliance with Combined Authority and Government assurance and audit requirements.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Econometric modelling Intelligence Analysis and Forecasting

Lot No

3

two.2.2) Additional CPV code(s)

  • 73000000 - Research and development services and related consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

Using appropriate modelling tools to provide the following information:

• Labour market analysis and impacts (covering economic, social and environmental programme / policy themes);

• Emergency response to inform strategy / action planning (including analysis of economic shocks and modelling future impacts);

• Provision of horizon scanning/sectoral forecasting (including macro-economic impacts and growth scenarios);

• Provision of econometric modelling for the region as a whole;

• Economic modelling and associated economic (baseline) intelligence, including (but not limited to) summarising impact and forecasting for large scale projects and portfolio of programmes in Tees Valley; and,

• Schools Numbers and demographic analysis (Pupil Projections analysis).

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Bespoke policy analysis, relating to economic policy theme and/or sectors

Lot No

4

two.2.2) Additional CPV code(s)

  • 73000000 - Research and development services and related consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

Including, but not limited to:

• Market Demand Analysis by sector;

• Business support and business environment;

• Sector / Occupational skills analysis;

• Thematic / sector analysis and impacts (including but not limited to: GVA / jobs; supply chain assessment; labour market & skills assessments);

• Inward investment opportunities; and

• Clean energy, decarbonisation and delivering Net-Zero.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Strategy and Policy Development

Lot No

5

two.2.2) Additional CPV code(s)

  • 73000000 - Research and development services and related consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

• Provision of facilitation support for emerging strategy and policy development (including - but not limited to engagement activity, drafting and preparation of strategy documents)

• Survey design, implementation and analysis

• Equality Impact Assessments

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Investment Appraisal and Due Diligence

Lot No

6

two.2.2) Additional CPV code(s)

  • 73200000 - Research and development consultancy services

two.2.3) Place of performance

NUTS codes
  • UKC1 - Tees Valley and Durham

two.2.4) Description of the procurement

• Provision of investment appraisal in line with RICS guidance (for property support) and the needs of commercial lenders/equity providers

• Viability appraisal analysis

• Investment appraisals relating to Airline proposals

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: 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.2.2) Time limit for receipt of tenders or requests to participate

Date

4 May 2021

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.7) Conditions for opening of tenders

Date

4 May 2021

Local time

1:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.4) Procedures for review

six.4.1) Review body

High Court

London

Country

United Kingdom