Financial and Funding Advice London

Financial and Funding Advice London

Financial and Funding Advice and Support for the Strategic Housing Stock Transfer Programme.

United Kingdom-London: Miscellaneous business and business-related services

2016/S 013-018805

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

London Borough of Hammersmith and Fulham
Town Hall, King Street, Hammersmith
For the attention of: Charles Hyde
W6 9JU London
UNITED KINGDOM
Telephone: +44 2087536688
E-mail: charles.hyde@lbhf.gov.uk

Internet address(es):

General address of the contracting authority: http://www.lbhf.gov.uk/

Address of the buyer profile: http://www.lbhf.gov.uk/

Electronic access to information: http://www.capitalesourcing.com/

Electronic submission of tenders and requests to participate: http://www.capitalesourcing.com/

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Regional or local authority

I.3)Main activity

General public services
Housing and community amenities

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

Financial and Funding Advice and Support for the Strategic Housing Stock Transfer Programme.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 11: Management consulting services [6] and related services
Main site or location of works, place of delivery or of performance: London Borough of Hammersmith and Fulham.

NUTS code UKI11

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

The Authority has decided to progress a housing stock transfer and wishes to appoint a specialist Financial and Funding Consultant (FC) to provide independent expert
advice and support to the Authority, its tenants and leaseholders during the Authority’s stock transfer process.
The Authority requires all aspects of stock transfer and stock transfer to comply with good practice and
guidance from the Homes and Communities Agency (HCA) Greater London Authority (GLA), Department of
Communities and Local Government (DCLG) and HM Treasury (HMT). The FC will support the Authority, its tenants and leaseholders to understand the legal, financial and service delivery implications of the transfer and will be expected to work with the Authority’s officers as part of the delivery team to examine and support the delivery of key documents including the Offer Document required to support a ballot in order to complete any transfer process by late 2017 or early 2018. This is likely to require innovative, deliverable solutions.

II.1.6)Common procurement vocabulary (CPV)

79900000, 66171000, 79412000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

The Authority is including options to extend the period of advice under the contract up to March 2018, for subsequent stages of Formal Consultation/Ballot Stage and Post-Ballot Stage, in order to ensure continuity of advice.
Estimated value excluding VAT:
Range: between 100 000 and 250 000 GBP
II.2.2)Information about options

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: 2

II.3)Duration of the contract or time limit for completion

Starting 21.3.2016. Completion 30.9.2016

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Joint and several liability. Should the successful tenderer be a consortium of companies, the lead partner will be responsible for completing the commission on behalf of the consortium and all payments will be made to the lead partner for services rendered by the consortium. Support partners will be required to complete a collateral warranty agreement in favour of the Contracting Authority.
III.1.4)Other particular conditions
III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: As set out in the tender documentation.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As set out in the tender documentation.
Minimum level(s) of standards possibly required: As set out in the tender documentation.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As set out in the tender documentation.
Minimum level(s) of standards possibly required:
As set out in the tender documentation.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

prj_H&F_5230

IV.3.2)Previous publication(s) concerning the same contract

no

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

29.2.2016 – 03:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Persons authorised to be present at the opening of tenders: no

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no

VI.3)Additional information

1) This tendering exercise is being undertaken using the electronic tendering system ‘capitalESourcing’ (url: www.capitalesourcing.com). Suppliers will need to register an interest on the system in order to participate, and registration is free.

2) Requests for clarification should be sent through the capitalEsourcing portal. The contracting authority shall reply to requests for clarification that are by it before 22.2.2016.
3) The completed tender documents including the selection questionnaire must be uploaded on to the capitalEsourcing portal no later than 3:00 on 29.2.2016. Tender documents received after this date will be rejected.
4) All applicants are solely responsible for their costs and expenses incurred in connection with the preparation and submission of the tender documentation. Under no circumstances will the contracting authority or any of its advisors be liable for any costs or expenses borne by the applicant or its associated relevant organisations or any of its advisors in this process whether the applicant is successful or not.

VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

High Court
Royal Courts of Justice, The Strand
WC2A 2LL London
UNITED KINGDOM

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: In accordance with Regulations 47A to 47P of the Public Contracts Regulations 2006 (SI 2006 No. 5) (as amended). The contracting authority will incorporate a minimum standstill period prior to the award of the contract. The purpose of this standstill period is to allow parties to apply to the Courts to set aside the award decision before the contract is entered into.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

18.1.2016

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