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
lauren.robinson@westyorks-ca.gov.uk
Telephone
+44 1132517499
Country
United Kingdom
NUTS 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.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=66921&B=UK
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=66921&B=UK
Tenders or requests to participate must be submitted to the above-mentioned address
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.1.5) Estimated total value
Value excluding VAT: £800,000
two.1.6) Information about lots
This contract is divided into lots: No
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
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £800,000
two.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
The Framework will operate for an initial two (2) year term with two (2) 12-month optional
extensions to be applied annually up to a maximum of two (2) years (maximum contract term
of 4 years).
two.2.10) Information about variants
Variants will be accepted: No
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 three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
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 000-009374
four.2.2) Time limit for receipt of tenders or requests to participate
Date
17 August 2023
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 6 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
17 August 2023
Local time
12:00pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
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
lauren.robinson@westyorks-ca.gov.uk
Telephone
+44 1132517499
Country
United Kingdom