Liverpool City Region Growth Hub Brokerage Partners

Liverpool City Region Growth Hub Brokerage Partners

Each brokerage partner will be required to work to Growth Hub protocols provided by the LEP to diagnose the needs of businesses and individuals who contact them.

United Kingdom-Liverpool: Custom broker services

2015/S 057-100216

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Liverpool City Region Local Enterprise Partnership
12 Princes Parade
For the attention of: Andy Devaney
L3 1BG Liverpool
UNITED KINGDOM
Telephone: +44 1512373522
E-mail: andy.devaney@liverpoollep.org

Internet address(es):

General address of the contracting authority: http://www.liverpoollep.org

Electronic submission of tenders and requests to participate: http://www.liverpoollep.org/opportunities/tenders.aspx

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

Other: Local Enterprise Partnership

I.3)Main activity

Economic and financial affairs

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:

Liverpool City Region Growth Hub Brokerage Partners.

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: A suitable location in the appropriate Local Authority area.
NUTS code

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

The notice involves the establishment of a framework agreement

II.1.4)Information on framework agreement

Framework agreement with several operators
maximum number of participants to the framework agreement envisaged: 15

Duration of the framework agreement

Duration in years: 3

Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 1 and 2 000 000 GBP
Frequency and value of the contracts to be awarded: Unknown.

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

The Liverpool City Region is made up of 6 Local Authority areas (Halton, Knowsley, Liverpool, Sefton, St Helens, Wirral).
Liverpool City Region Local Enterprise Partnership (the LEP) has been awarded funds by Dept for Business Innovation and Skills (BIS) to establish a Growth Hub for the City Region. The purpose of the Liverpool City Region Growth Hub is to support pre-start, new and existing businesses in the City Region to grow through diagnosing their needs and signposting them into the most appropriate assistance available from the extensive range of commercial and publicly funded services available. In doing so it aims to simplify, coordinate and commercialise the business support landscape and increase the take up of business support services that add value to businesses and directly support their establishment, survival and growth.
It seeks to do this through engaging ‘Brokerage Partners’ in each Local Authority area who will be promoted as the ‘go to’ broker for business support. Each brokerage partner will be required to work to Growth Hub protocols provided by the LEP to diagnose the needs of businesses and individuals who contact them and then work with them to objectively identify and signpost the most appropriate sources of advice and support for them, including UK Government Business Growth Services where relevant to business needs. The responsibility for selecting the service, through evaluation and procurement as appropriate will remain with the business.

A more detailed guide to the role and purpose of the Liverpool City Region Growth Hub is provided for guidance on the LEP website atwww.liverpoollep.org

Bidding organisations will need to demonstrate their commercial experience and expertise in determining business needs and signposting them successfully to appropriate services.
The LEP is seeking to secure a Framework of brokerage partners, from which to subsequently contract according to available budgets on a periodic basis. Initial contracting will be based on BIS Growth Hub funding with subsequent contracting utilising ERDF and other funds as they may become available.

II.1.6)Common procurement vocabulary (CPV)

79223000 – DA03

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: yes
Tenders may be submitted for one or more lots

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:

This framework agreement is proposed to be established for a minimum of 3 years, with the option to renew for a further 3 years subject to performance review and approval of the LEP. Over this extended period the potential value, subject to securing ERDF and other funding, is estimated at 2 000 000 GBP.
During this period, the LEP reserves the option to open further calls to the framework according to its requirements. Funding is currently available for 1 year of activity.
The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Providers appointed to the framework will have the opportunity to bid for funds periodically as contracts are placed and awarded.
Services contracted for delivering effective Brokerage services are expected to include, but are not limited to, the following:
— Mapping of Business Support Services;
— Provision of Business Information;
— Business Pre-Start, Start-up and Growth Diagnostic;
— Business Pre-Start, Start-up and Growth Signposting;
— Provision/Facilitation of Business Networks;
— Promotion of Growth Hub Services;
— Collaboration with local delivery and brokerage partners;
— Maintaining records on common CRM platform;
— Evaluation of business support impact.
Estimated value excluding VAT:
Range: between 1 and 2 000 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: Range: between 1 and 2
In the case of renewable supplies or service contracts, estimated timeframe for subsequent contracts:
in months: 35 (from the award of the contract)

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

Starting 1.5.2015. Completion 31.3.2018

Information about lots

Lot No: 1Lot title: Halton

1)Short description

Brokerage services for all aspects of Business Support in the Halton Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Lot No: 2Lot title: Knowsley

1)Short description

Brokerage services for all aspects of Business Support in the Knowsley Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Lot No: 3Lot title: Liverpool

1)Short description

Brokerage services for all aspects of Business Support in the Liverpool Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Lot No: 4Lot title: Sefton

1)Short description

Brokerage services for all aspects of Business Support in the Sefton Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Lot No: 5Lot title: St Helens

1)Short description

Brokerage services for all aspects of Business Support in the St Helens Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Lot No: 6Lot title: Wirral

1)Short description

Brokerage services for all aspects of Business Support in the Wirral Local Authority area.

2)Common procurement vocabulary (CPV)

79223000 – DA03

3)Quantity or scope

The framework is for 6 separate lots, 1 for each Local Authority area of the City Region. Providers may bid to be included on the framework in 1 or more lots. Each lot has the same requirement and scope as set out below:
If there is more than 1 Brokerage Partner appointed to the framework in a single lot then a competitive tender process will be undertaken to appoint the most appropriate supplier or suppliers according to the specific activity. This process will take place whenever activity is required to take place.
The Brokerage partner will be a primary access point for brokerage to a wide range of business support services in the Local Authority area covered by the Growth Hub. This is expected to include, but is not limited to, the following:
— Pre-start support;
— Business Start;
— Business Growth;
— Business Planning;
— Business Finance;
— Business Mentoring;
— Skills and Training;
— Sales and Marketing;
— Supply Chains/Procurement;
— Innovation, Research and Development;
— Product, Service and Process Development;
— Export and Import;
— Business Premises;
— Business Networks;
— Mentoring;
— Sector Specialists;
— Accessing and taking advantage of the International Festival for Business in 2016.
Each Brokerage Partner will be required to signpost business into the most appropriate support available from a wide range of local, national and commercial providers. It is then for the business to determine, from the information provided, who they select to provide services, using appropriate procurement and evaluation.
Each Brokerage Partner will be required to record all activity onto a common CRM system, operated by the LEP, to ensure support for business through the Growth Hub is coherent and that brokerage destinations and effectiveness can be monitored.

Each Brokerage Partner must utilise the www.advicefinder.co.uk system or any other system as specified by the LEP for the online search and identification of appropriate services for business. This will be maintained by the LEP with current information on services for businesses in a readily searchable format.

Brokerage Partners who also directly deliver services to business must ensure and demonstrate to the LEP’s satisfaction that these services are considered equally alongside those of other providers when delivering the brokerage service. Activity and performance will be subject to monitoring and scrutiny by the LEP.
It should be noted that appointment to the framework is not a guarantee of any work being commissioned or contracts being awarded.
Estimated value excluding VAT:
Range: between 1 and 333 333 GBP

4)Indication about different date for duration of contract or starting/completion

Starting 1.5.2015. Completion 31.3.2018
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Deposits and guarantees are not required.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Participants will be required to bid into local provision and will be paid on defrayal subject to LEP payment terms.

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

N/a.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: Each participant will be set specific targets and each contract will be evaluated on an annual basis when the LEP will reserve the right to terminate the contract with 1 or all of the participants in the event of non compliance.
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: Evidence of established business network in area of application.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Latest audited accounts and Finance Director or auditor statement.
Minimum level(s) of standards possibly required: Organisations need to demonstrate sufficiently financially robust systems to bear the costs of a defrayal based payment system for the area/areas applied for.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
References.
Minimum level(s) of standards possibly required:
3 years expertise and experience of brokering effective business support services.
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

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

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 below

1. Business Support Experience — Demonstrate the commercial experience that the organisation, and the team it will team engage in this role, have in supporting businesses and helping them to make informed choices as to the most appropriate commercial and funded support to meet their needs. Weighting 20

2. Commercial Business Knowledge and Experience — Demonstrate commercial business expertise, understanding of business and the local business community and experience in responding to its needs by the organisation and the team it will engage. Weighting 20

3. Local Presence — As the Growth Hub Brokerage Partner you will be expected to be a trusted ‘go to’ broker in each specific lot for a wide range of business from pre start to high growth. Demonstrate how you currently fulfil this role and how you will provide a local presence. Weighting 20

4. EU and Government Contract / Partnership Experience — Growth Hub Brokerage Partners will be required to comply with Government and EU criteria in supporting business. Demonstrate how you have previously done this and how you will address it for this role. Weighting 20

5. Cost — Provide a unit cost for providing a full time equivalent Growth Hub Broker to deliver the Brokerage Service. Weighting 20

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:

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

16.4.2015 – 17:00
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

IV.3.8)Conditions for opening of tenders

Date: 17.4.2015

Place:

12 Princes Parade.

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: yes
Reference to project(s) and/or programme(s): It is anticipated that the Growth Hub will bid in to the 2014-20 EU Structural Funds Programme.
VI.3)Additional information
VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

Liverpool City Region Local Enterprise Partnership
12 Princes Parade
L3 1BG Liverpool
UNITED KINGDOM
Telephone: +44 1512372727
Internet address: http://www.liverpoollep.org

VI.4.2)Lodging of appeals

VI.4.3)Service from which information about the lodging of appeals may be obtained

Liverpool City Region Local Enterprise Partnership
12 Princes Parade
L3 1BG Liverpool
UNITED KINGDOM
Telephone: +44 1512372727
Internet address: http://www.liverpoollep.org

VI.5)Date of dispatch of this notice:

17.3.2015

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