Hampshire County Council Fund Management Contract

Hampshire County Council Fund Management Contract

To manage and deliver the Enterprise M3 Fund Management contract.

United Kingdom-Winchester: Banking and investment services

2018/S 013-025790

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Hampshire County Council
The Castle
SO23 8UJ
United Kingdom
E-mail: procurement.partners@hants.gov.uk
NUTS code: UKJ3
Internet address(es):Main address: www.hants.gov.uk

Address of the buyer profile: https://in-tendhost.co.uk/hampshire

I.2)Joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendorganiser.co.uk/hampshire/aspx/ITLogin.aspx
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://in-tendorganiser.co.uk/hampshire/aspx/ITLogin.aspx

I.4)Type of the contracting authority

Regional or local authority

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement


Enterprise M3 Fund Management

Reference number: ET10335

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

Hampshire County Council, on behalf of Enterprise M3 LEP (Local Enterprise Partnership), is seeking a suitably qualified and experienced organisation to manage and deliver the Enterprise M3 Fund Management contract, consisting of the following financial products:

— medium term loans,

— equity investment.

— short term trade loans.

II.1.5)Estimated total value

Value excluding VAT: 2 500 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKJ3
NUTS code: UKJ2
Main site or place of performance:

Enterprise M3 area: Basingstoke & Deane, East Hampshire, Elmbridge, Guildford, Hart, New Forest,

Runnymede, Rushmoor, Spelthorne, Surrey Heath, Test Valley, Waverley, Winchester, Woking.

II.2.4)Description of the procurement:

Hampshire County Council, on behalf of Enterprise M3 LEP (Local Enterprise Partnership), is seeking a suitably qualified and experienced organisation to manage and deliver the Enterprise M3 Fund Management Service, consisting of the following financial products:

— medium term loans,

— equity investment,

— short term trade loans.

The Fund aim is to provide coverage to SME businesses with high growth potential who are operating within the Enterprise M3 geographic area.

The term of the contract will be for an initial period of 3 years, with possible extensions of a further 7 years, on a 3+2+2 basis.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 500 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 120
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

In accordance with articles 57 — 62 of Directive 2014/24/EC and Regulation 57 of the Public Contracts Regulations 2015. Organisations are advised it is a condition of this contract that all managers and operatives (including subcontractors) are suitably competent to execute all trades and operations encompassed by this Contract in full compliance with UK legislation.

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.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

Please refer to the Invitation To Tender documents.

III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure


IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2017/S 244-509576

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 05/03/2018
Local time: 14:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:


IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 4 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 05/03/2018
Local time: 14:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

Interested parties should register their interest in the project via the In-Tend website https://in-tendhost.co.uk/hampshire and submit their tender document and stage 1 Questionnaire, together with any requested supporting information by 14:00 5.3.2018. Clarifications regarding the ITT must be submitted via In-Tend by 17:00 20.2.2018.

How to obtain Invitation to Tender (ITT) Documents:

In order to view the tender advert and ITT documentation, please go to https://in-tendhost.co.uk/hampshire/aspx/.

The ITT documents can be accessed, only when logged into In-Tend. If you are an existing supplier please log into the system. If you are a new supplier please make sure you register your company as an initial step on the In-Tend Website.

Select the tab “Tenders” then select “Current”. Search for the reference number on the left hand side of the page and press enter.

The tender advert will now be visible. To view the ITT documents, click the ‘View Details’ button. This will take you to a new screen, please click the Express Interest button. Once in the tender there are 5 tabs; ‘Tender’, ITT -documents, ‘Correspondence’, ‘Clarifications’ and ‘History’. Select the second tab (ITT docs) where you will find useful information under ‘Tender Details’. Continue to scroll down to the heading ‘Tender Documents Received’ where you will be able to view/download the documents.

Opting In and Out:

Please note you are required to ‘Opt In’ before you can access the ‘My Tender Return’ to start populating your response.

The ‘Opt Out’ functionality will also be available throughout the duration of the tender process. Opting out will give you the option of declaring that you no longer wish to receive any further communication in relation to this tender along with the opportunity of providing feedback and comments for this decision. You may amend your decision to ‘Opt In or Out’ at any time during the tender process.

Further Guidance:

In addition, guidance on how to participate in a tender — download and upload documents/returns and, if required, register your company (free of charge), can be found on the In-Tend website under the ‘Help’ or ‘Information for Suppliers Buttons’.

Receiving Notification Emails.

To ensure you receive email alerts and notifications from our system, please add the email domain ‘@in-tend.co.uk’ to your Safe Senders list.

VI.4)Procedures for review

VI.4.1)Review body

Hampshire County Council
United Kingdom
E-mail: procurement.support@hants.gov.ukInternet address:www.hants.gov.uk
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

As set out in the public contracts Directive 2014/24/EU.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:



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