Section one: Contracting authority
one.1) Name and addresses
Ambition North Wales
Ambition North Wales
Llandudno Junction
LL31 9RZ
Contact
Sara Jones
sarajones@uchelgaisgogledd.cymru
Telephone
+44 1248672323
Country
United Kingdom
NUTS code
UKL12 - Gwynedd
Internet address(es)
Main address
Buyer's address
https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0361
one.2) Information about joint procurement
The contract is awarded by a central purchasing body
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://www.sell2wales.gov.wales/
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.sell2wales.gov.wales/
one.4) Type of the contracting authority
Regional or local authority
one.5) Main activity
Other activity
Growth Deal
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Fund Advisory Services for Ambition North Wales Clean Energy Fund
Reference number
SLEF – FSA – ER02-2024
two.1.2) Main CPV code
- 66170000 - Financial consultancy, financial transaction processing and clearing-house services
two.1.3) Type of contract
Services
two.1.4) Short description
We are seeking suitably qualified and experienced Fund Advisor Services for our Clean Energy Fund. Our 2025 Clean Energy Fund will aim to support initiatives across North Wales which: - help achieve renewable energy and decarbonisation targets - have an element of local ownership The Fund will also help unlock private and community investment in new energy projects
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
Third Sector Fund Advisor services
Lot No
1
two.2.2) Additional CPV code(s)
- 66170000 - Financial consultancy, financial transaction processing and clearing-house services
- 73000000 - Research and development services and related consultancy services
- 71314000 - Energy and related services
- 71314200 - Energy-management services
- 71314300 - Energy-efficiency consultancy services
two.2.3) Place of performance
NUTS codes
- UKL11 - Isle of Anglesey
Main site or place of performance
North Wales
two.2.4) Description of the procurement
Ambition North Wales is seeking to procure a competent and experienced Fund Advisor(s)* for the Third Sector and Private Sector sub-funds. The tender consists of two separate lots for the provision of the Fund Advisor services for the two sub-funds, as per:
-Lot 1: Third Sector Fund Advisor services
-Lot 2: Private Sector Fund Advisor services
As such, bids will be received for Lot 1 and Lot 2 separately. If a bidder is bidding for both the Third Sector and Private Sector sub-fund Fund Advisor services, they will need to submit separate responses to the required technical and commercial questions for lots 1 and 2.
The Fund Advisor services for Lot 1 and Lot 2 both comprise the following two distinct stages of work:
-Stage 1: The first stage will involve supporting the development of the investment strategy for the sub-fund and assisting with preparation for launch.
-Stage 2: The second stage will focus on advisory support to operate the sub-fund during the deployment period.
Progression to stage 2 of the contract is dependent on:
- 3.1.1. performance in stage 1 of the contract, and
- 3.1.2. Economic Ambition Board’s approval of the Fund Investment Strategy, Fund Management Plan and Fund Communication and Engagement Strategy that will form part of Ambition North Wales’ Full Business Case submission.
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
36
This contract is subject to renewal
Yes
Description of renewals
possible extension of two 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
two.2) Description
two.2.1) Title
Private Sector Fund Advisor services
Lot No
2
two.2.2) Additional CPV code(s)
- 73000000 - Research and development services and related consultancy services
- 66170000 - Financial consultancy, financial transaction processing and clearing-house services
- 71314300 - Energy-efficiency consultancy services
- 71314200 - Energy-management services
- 71314000 - Energy and related services
- 65400000 - Other sources of energy supplies and distribution
two.2.3) Place of performance
NUTS codes
- UKL - Wales
Main site or place of performance
North Wales
two.2.4) Description of the procurement
Ambition North Wales is seeking to procure a competent and experienced Fund Advisor(s)* for the Third Sector and Private Sector sub-funds. The tender consists of two separate lots for the provision of the Fund Advisor services for the two sub-funds, as per:
-Lot 1: Third Sector Fund Advisor services
-Lot 2: Private Sector Fund Advisor services
As such, bids will be received for Lot 1 and Lot 2 separately. If a bidder is bidding for both the Third Sector and Private Sector sub-fund Fund Advisor services, they will need to submit separate responses to the required technical and commercial questions for lots 1 and 2.
The Fund Advisor services for Lot 1 and Lot 2 both comprise the following two distinct stages of work:
-Stage 1: The first stage will involve supporting the development of the investment strategy for the sub-fund and assisting with preparation for launch.
-Stage 2: The second stage will focus on advisory support to operate the sub-fund during the deployment period.
Progression to stage 2 of the contract is dependent on:
- 3.1.1. performance in stage 1 of the contract, and
- 3.1.2. Economic Ambition Board’s approval of the Fund Investment Strategy, Fund Management Plan and Fund Communication and Engagement Strategy that will form part of Ambition North Wales’ Full Business Case submission.
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
36
This contract is subject to renewal
Yes
Description of renewals
Possible extension of two 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
three.2) Conditions related to the contract
three.2.2) Contract performance conditions
See documents for details
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
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
30 September 2024
Local time
10:00am
four.2.4) Languages in which tenders or requests to participate may be submitted
English, Welsh
four.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)
four.2.7) Conditions for opening of tenders
Date
30 September 2024
Local time
10:00am
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.3) Additional information
Please see documents for further details
NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=144060.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(WA Ref:144060)
The buyer considers that this contract is suitable for consortia.
six.4) Procedures for review
six.4.1) Review body
High Court
Royal Courts of Justice, The Strand
London
WC2A 2LL
Telephone
+44 2079477501
Country
United Kingdom