Real Estate Financial Support and Advisory Services Wales

Real Estate Financial Support and Advisory Services Wales

i) developing a robust and dynamic financial model to inform prospective funders, and the University on the financial impact of the project at any point in time. 

United Kingdom-Carmarthen: Real estate services

2014/S 141-253178

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

University of Wales Trinity St David
Carmarthen Campus
Contact point(s): Procurement Department
For the attention of: Heidi Davies
SA31 3EP Carmarthen
UNITED KINGDOM
Telephone: +44 1267676767
E-mail: heidi.davies@tsd.uwtsd.ac.uk

Internet address(es):

General address of the contracting authority: www.tsd.ac.uk

Address of the buyer profile: http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0343

Further information can be obtained from: University of Wales Trinity St David
Carmarthen Campus
SA31 3EP Carmarthen
UNITED KINGDOM
Telephone: +44 1267676767
Internet address: www.tsd.ac.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: University of Wales Trinity St David
Carmarthen Campus
Contact point(s): Procurement Department
For the attention of: Heidi Davies
SA31 3EP Carmarthen
UNITED KINGDOM
Telephone: +44 1267676767
E-mail: heidi.davies@tsd.uwtsd.ac.uk
Internet address: www.tsd.ac.uk

Tenders or requests to participate must be sent to: University of Wales Trinity St David
Carmarthen Campus
Contact point(s): Procurement Department
For the attention of: Heidi Davies
SA31 3EP Carmarthen
UNITED KINGDOM
Telephone: +44 1267676767
Internet address: www.tsd.ac.uk

I.2)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local sub-divisions

I.3)Main activity

Education

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 Support and Advisory Services.

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

Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services
Main site or location of works, place of delivery or of performance: South West Wales.

NUTS code UKL

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 University is seeking to appoint a suitable corporate financial advisor to provide it with the necessary support and assistance in taking forward the project as follows:
Developing and delivering the Financial Case for the project, to include:
i) developing a robust and dynamic financial model to inform prospective funders, and the University on the financial impact of the project at any point in time. The model will need to be updated on a regular basis as project development circumstances and constraints evolve.
ii) developing a definitive funding strategy, based on all potential funding options, including private investment, realisation of existing asset values and/or any other innovative funding opportunity/ies. A key consideration in this regard will be a detailed Sensitivity Analysis based on a range of assumptions (financial, economic, commercial and time) and to reflect the short to medium term uncertainties of the political, economic and financial environment to ensure the funding strategy is as credible as it is comprehensive and robust.
iii) Developing the Financial Case component and supporting the completion of the Outline / Full Business Case², as this evolves with the Project.
iv) Ongoing recommendations on the affordability implication of funding proposals and the identification, engagement with and negotiating on the University’s behalf with potential funders. This is anticipated to take place during negotiations with the Welsh Government and the Planning Authority in early 2015.
v) The University also wishes the selected financial advisor to be able to maximise the potential value of the University’s covenant and asset base, and additional work may be required in this respect. The potential value and contribution to the Project of all assets will be a key requirement of the appointment during the life of the Project up to the point that the Funding Model is realised.
It is expected that any agreement resulting from this tendering exercise will commence on 30.9.2014. This will initially run until the end of the phase 1 development as set out in the agreement between UWTSD and the Welsh Government, for the purchase of land at SA1. The first phase delivery should not be less than 3 years with the option to extend to the 4th year. The agreed stop dates for further phases with the Welsh Government could be up 10 years or sooner.

Note: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site athttp://www.sell2wales.gov.uk/Search/Search_Switch.aspx?ID=12944

II.1.6)Common procurement vocabulary (CPV)

700000006610000066171000

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:

Estimated value excluding VAT:
Range: between 10 000 and 900 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: no

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

Starting 26.9.2014. Completion 25.9.2018

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:

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: UWTSD Standard T&C’s.
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: (1) All candidates will be required to produce a certificate or declaration demonstrating that they are not bankrupt or the subject of an administration order, are not being wound-up, have not granted a trust deed, are not the subject of a petition presented for sequestration of their estate, have not had a receiver, manager or administrator appointed and are not otherwise apparently insolvent.
(2) All candidates will be required to produce a certificate or declaration demonstrating that the candidate, their directors, or any other person who has powers of representation, decision or control of the candidate has not been convicted of conspiracy, corruption, bribery, or money laundering. Failure to provide such a declaration will result in the candidate being declared ineligible and they will not be selected to participate in this procurement process.
(3) All candidates will be required to produce a certificate or declaration demonstrating that they have not been convicted of a criminal offence relating to the conduct of their business or profession.
(4) All candidates will be required to produce a certificate or declaration demonstrating that they have not committed an act of grave misconduct in the course of their business or profession.
(5) All candidates must comply with the requirements of the State in which they are established, regarding registration on the professional or trade register.
(6) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process.
(7) All candidates will have to demonstrate that they are licensed, or a member of the relevant organisation, in the State where they are established, when the law of that State prohibits the provision of the services, described in this notice, by a person who is not so licensed or who is not a member of the relevant organisation.
(8) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of social security contributions under the law of any part of the United Kingdom or of the relevant State in which the candidate is established
(9) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of taxes under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance.
(2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.
(3) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
(1) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract;
(2) A check may be carried out by the contracting authority or by a competent official body of the State in which the candidate is established, to verify the technical capacity of the candidate; and if relevant, on the candidates study and research facilities and quality control measures;
(3) An indication of the proportion of the contract which the services provider intends possibly to subcontract.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

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 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:

TSD1314/05
IV.3.2)Previous publication(s) concerning the same contract

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

Time limit for receipt of requests for documents or for accessing documents: 26.8.2014

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

2.9.2014 – 12:00
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: 3 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Date: 2.9.2014 – 12:00

Place:

UWTSD Carmarthen.

 

Section VI: Complementary information

VI.1)Information about recurrence
VI.2)Information about European Union funds

VI.3)Additional information

(WA Ref:12944)
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

22.7.2014

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