Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Ambition North Wales
Ambition North Wales
Llandudno Junction
LL31 9RZ
UK
Contact person: Sara Jones
Telephone: +44 1248672323
E-mail: sarajones@uchelgaisgogledd.cymru
NUTS: UKL12
Internet address(es)
Main address: https://ambitionnorth.wales/
Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0361
I.2) Joint procurement
The contract is awarded by a central purchasing body
I.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 abovementioned address
Tenders or requests to participate must be sent electronically to:
https://www.sell2wales.gov.wales/
I.4) Type of the contracting authority
Regional or local authority
I.5) Main activity
Other: Growth Deal
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Fund Advisory Services for Ambition North Wales Clean Energy Fund
Reference number: SLEF – FSA – ER02-2024
II.1.2) Main CPV code
66170000
II.1.3) Type of contract
Services
II.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
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for all lots
II.2) Description
Lot No: 1
II.2.1) Title
Third Sector Fund Advisor services
II.2.2) Additional CPV code(s)
66170000
73000000
71314000
71314200
71314300
II.2.3) Place of performance
NUTS code:
UKL11
Main site or place of performance:
North Wales
II.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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.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
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Lot No: 2
II.2.1) Title
Private Sector Fund Advisor services
II.2.2) Additional CPV code(s)
73000000
66170000
71314300
71314200
71314000
65400000
II.2.3) Place of performance
NUTS code:
UKL
Main site or place of performance:
North Wales
II.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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.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
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Section III: Legal, economic, financial and technical information
III.1) Conditions for participation
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.2) Conditions related to the contract
III.2.2) Contract performance conditions
See documents for details
III.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 IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
30/09/2024
Local time: 10:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
CY
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:
30/09/2024
Local time: 10:00
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.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 http://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 http://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.
VI.4) Procedures for review
VI.4.1) Review body
High Court
Royal Courts of Justice, The Strand
London
WC2A 2LL
UK
Telephone: +44 2079477501
VI.5) Date of dispatch of this notice
26/08/2024