Find a TenderClosed
Published 26 Aug 2024, 12:57 BST

Official UK procurement notice

Fund Advisory Services for Ambition North Wales Clean Energy Fund

Official notice

Authority: Ambition North Wales (Public body)

2 lotsServicesOpen procedure
Budget not disclosedValue not published
Submissions closed 30 Sept 2024
Lots 2see the lot list below

What is being bought2 lots · detail below

Published requirement 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

CPV: Energy and related services · Energy-efficiency consultancy services · Energy-management services · Financial consultancy, financial transaction processing and clearing-house services · Other sources of energy supplies and distribution · Research and development services and related consultancy services

Lots and requirements (2)Procurement structure

2 lots · no lot values published
Lot #1Third Sector Fund Advisor servicesRenewal

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.
Delivery: Wales · North Wales
Extensions: possible extension of two yearsVariant bids: not allowed
Lot #2Private Sector Fund Advisor servicesRenewal

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.
Delivery: Wales · North Wales
Extensions: Possible extension of two yearsVariant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
Staff
Names and qualifications of delivery staff must be submitted

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Closed
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
26 Aug 2024, 12:57 BST
Last source update
26 Aug 2024, 12:57 BST
Award evaluation window
30 Sept 2024 – …
Authority reference
SLEF – FSA – ER02-2024
FTS notice number
2024/S 000-027202
Classification (CPV)
Energy and related servicesEnergy-efficiency consultancy servicesEnergy-management servicesFinancial consultancy, financial transaction processing and clearing-house servicesOther sources of energy supplies and distributionResearch and development services and related consultancy services
Delivery area
Wales (UKL)
Official registry OCID
ocds-h6vhtk-0493ef Find a Tender
Contract terms
Performance terms

See documents for details

Publisher note: 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.

How it was run

Official notice
Run through: Sell2Wales · Who buys & how to bid on Sell2Wales
Supplier login requiredLanguage: EN, CY
Access & registration note: Free Wales registration; eTenderWales runs on Jaggaer
Submission deadline
30 Sept 2024, 10:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en, cy
Bid validity
90 days from the deadline
Bids opened
30 Sept 2024, 10:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

26 Aug 2024 → 30 Sept 2024 · 3 dates
  1. Notice published
    26 Aug 2024, 12:57 BST
  2. Submission deadline
    30 Sept 2024, 10:00 BST
  3. Bids opened
    30 Sept 2024, 10:00 BST

Contracting authority & participating public bodies

Ambition North Wales

Contracting authorityPublic bodyRegional or local authorityGrowth Deal Ambition North Wales, Llandudno Junction, Wales, LL31 9RZContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • High CourtReview body LondonContact phone

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria