Tender for Economic Research Services (HCA Economic Panel)
The HCA is seeking to appoint a framework of economic professionals able to provide economic appraisal, evaluation, and economic research and financial modelling services.
UK-London: Economic research services
2013/S 088-149963
Contract notice
Services
Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Homes and Communities Agency
Maple House, 149 Tottenham Court Road
Contact point(s): Economics Department
For the attention of: Simon Dancer
W1T 7BN London
UNITED KINGDOM
Telephone: +44 2078745916
E-mail: economicspanel2013@hca.gsi.gov.uk
Internet address(es):
Address of the buyer profile: www.homesandcommunities.co.uk
Further information can be obtained from: Homes and Communities Agency
Maple House, 149 Tottenham Court Road
Contact point(s): Economics Department
For the attention of: Joseph Kane
W1T 7BN London
UNITED KINGDOM
Telephone: +44 2078745916
E-mail: economicspanel2013@hca.gsi.gov.uk
Internet address: www.homesandcommunities.co.uk
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
National or federal agency/office
I.3)Main activity
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:
HCA Economic Panel.
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
NUTS code
Service category No 11: Management consulting services [6] and related services
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: 10
Duration of the framework agreement
maximum number of participants to the framework agreement envisaged: 10
Duration of the framework agreement
Duration in years: 2
Estimated total value of purchases for the entire duration of the framework agreement
Estimated value excluding VAT:
Range: between 500 000 and 1 000 000 GBP
II.1.5)Short description of the contract or purchase(s)
Economic research services. Market and economic research; polling and statistics. Economic impact assessment. Evaluation consultancy services. Business and management consultancy services. The HCA is seeking to appoint a framework of economic professionals able to provide economic appraisal, evaluation, and economic research and financial modelling services. Members will be required to provide services either as an individual practice or as a consortium.
For the avoidance of doubt, the categories listed below do not represent separate lots.
Economic Appraisal
Appraisal is the ex ante assessment of project, strategy or programme objectives. This involves reviewing options, and weighing up all the costs and benefits (value for money), risks and uncertainties before an investment or expenditure decision is made.
The appraisal methodology used should conform to the latest guidance from HM Treasury’s ‘Green Book’, Department for Communities and Local Government’s ‘Assessing the Impacts of Spatial Interventions’ and, where EU funds are involved, appropriate EU Cost Benefit Guidance manuals. These appraisals will require skills in public sector appraisal techniques, cost benefit analysis, financial modelling, risk assessment, and discounted cashflow computations.
Given the HCA’s focus, we expect appraisal needs will concentrate on housing and growth opportunities across England.
Evaluation
Evaluation is the ex post analysis of a project, programme or policy. The aim of evaluation is to assess how successful or otherwise the intervention has been in achieving its objectives. An evaluation also addresses what lessons can be learnt for future projects, programmes or policies.
This area will require skills and experience in output and outcome assessment for spatial (land and property) interventions, including social impacts, economic impact analysis, market research and ability to analyse public and private financial returns.
Economic Research and Financial Modelling
This component involves carrying out economic research in order to support our corporate plan, programmes, projects and intelligence underpinning appraisal methods.
Experience of working on local and regional economic research, land and property market assessments, business survey techniques and business forecasting is desirable. Economic benchmarking and sector studies may be required. There is also the potential to undertake property market research, which will vary depending on the end purpose.
Financial modeling is the task of building a representation (a model) of a decision-making situation. The mathematical model is designed to represent (a simplified version of) the performance of a project or any other investment.
For the avoidance of doubt, the categories listed below do not represent separate lots.
Economic Appraisal
Appraisal is the ex ante assessment of project, strategy or programme objectives. This involves reviewing options, and weighing up all the costs and benefits (value for money), risks and uncertainties before an investment or expenditure decision is made.
The appraisal methodology used should conform to the latest guidance from HM Treasury’s ‘Green Book’, Department for Communities and Local Government’s ‘Assessing the Impacts of Spatial Interventions’ and, where EU funds are involved, appropriate EU Cost Benefit Guidance manuals. These appraisals will require skills in public sector appraisal techniques, cost benefit analysis, financial modelling, risk assessment, and discounted cashflow computations.
Given the HCA’s focus, we expect appraisal needs will concentrate on housing and growth opportunities across England.
Evaluation
Evaluation is the ex post analysis of a project, programme or policy. The aim of evaluation is to assess how successful or otherwise the intervention has been in achieving its objectives. An evaluation also addresses what lessons can be learnt for future projects, programmes or policies.
This area will require skills and experience in output and outcome assessment for spatial (land and property) interventions, including social impacts, economic impact analysis, market research and ability to analyse public and private financial returns.
Economic Research and Financial Modelling
This component involves carrying out economic research in order to support our corporate plan, programmes, projects and intelligence underpinning appraisal methods.
Experience of working on local and regional economic research, land and property market assessments, business survey techniques and business forecasting is desirable. Economic benchmarking and sector studies may be required. There is also the potential to undertake property market research, which will vary depending on the end purpose.
Financial modeling is the task of building a representation (a model) of a decision-making situation. The mathematical model is designed to represent (a simplified version of) the performance of a project or any other investment.
II.1.6)Common procurement vocabulary (CPV)
79311400, 79300000, 79311410, 79419000, 79410000
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:
Individual assignments to be via mini-competitions. We envisage 20-30 assignments over the 2 year period.
Estimated value excluding VAT:
Range: between 500 000 and 1 000 000 GBP
Estimated value excluding VAT:
Range: between 500 000 and 1 000 000 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
Duration in months: 24 (from the award of the contract)
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
Refer to PQQ and MOI.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Refer to PQQ and MOI.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Refer to PQQ and MOI.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
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: Refer to PQQ and MOI.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: Refer to PQQ and MOI.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
Refer to PQQ and MOI
Refer to PQQ and MOI
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: yes
Reference to the relevant law, regulation or administrative provision: Should include professional economists.
Reference to the relevant law, regulation or administrative provision: Should include professional economists.
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
Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 20: and maximum number 30
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:
HCAE14002.
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
3.6.2013 – 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
IV.3.8)Conditions for opening of tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: yes
Estimated timing for further notices to be published: 2015.
Estimated timing for further notices to be published: 2015.
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
All discussions, meetings and communications will be conducted in English.
The contract will be subject to English law. Tenders and all supporting documents must be priced in GBP and all payments under the contract will be made in GBP.
This procurement and award is subject to the transparency arrangements being adopted by the UK Government. These arrangements include the publication of tender documentation issued by the HCA and the contract between the HCA and supplier. Bidders should highlight any areas they consider commercially sensitive in order for the HCA to be able to honour our transparency obligations without undermining the bidders commercial interests.
Candidates are advised that the HCA is subject to the Freedom of Information Act 2000 (“The Act”). If a candidate considers that any of the information supplied as part of this procurement procedure should not be disclosed because of its commercial sensitivity, confidential or otherwise, they must, when providing this information, clearly identify the specific information they do not wish to be disclosed and clearly specify the reasons for its sensitivity. The HCA shall take such statements into consideration in the event that it receives a request pursuant to the Act which relates to the information provided by the interested party. Please note, it is insufficient to include a statement of confidentiality encompassing all the information provided in the response.
The HCA takes a zero-tolerance approach to bribery and corruption and sets high standards of impartiality, integrity and objectivity in relation to the stewardship of public funds and the management of its activities. The principles contained within this policy apply to both internal and external audiences, including anyone wishing to undertake business or engage with the HCA. Please refer to our Anti-bribery and Corruption Policy by visiting http://www.homesandcommunities.co.uk/ethical-policies for further information.
The contract will be subject to English law. Tenders and all supporting documents must be priced in GBP and all payments under the contract will be made in GBP.
This procurement and award is subject to the transparency arrangements being adopted by the UK Government. These arrangements include the publication of tender documentation issued by the HCA and the contract between the HCA and supplier. Bidders should highlight any areas they consider commercially sensitive in order for the HCA to be able to honour our transparency obligations without undermining the bidders commercial interests.
Candidates are advised that the HCA is subject to the Freedom of Information Act 2000 (“The Act”). If a candidate considers that any of the information supplied as part of this procurement procedure should not be disclosed because of its commercial sensitivity, confidential or otherwise, they must, when providing this information, clearly identify the specific information they do not wish to be disclosed and clearly specify the reasons for its sensitivity. The HCA shall take such statements into consideration in the event that it receives a request pursuant to the Act which relates to the information provided by the interested party. Please note, it is insufficient to include a statement of confidentiality encompassing all the information provided in the response.
The HCA takes a zero-tolerance approach to bribery and corruption and sets high standards of impartiality, integrity and objectivity in relation to the stewardship of public funds and the management of its activities. The principles contained within this policy apply to both internal and external audiences, including anyone wishing to undertake business or engage with the HCA. Please refer to our Anti-bribery and Corruption Policy by visiting http://www.homesandcommunities.co.uk/ethical-policies for further information.
All dates included in this notice are provisional and potentially subject to revision.
All written correspondence should be conducted electronically, via email at EconomicsPanel2013@hca.gsi.gov.uk
To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=59069466
GO Reference: GO-201353-PRO-4780175.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
Homes and Communities Agency
St Georges House
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500
Body responsible for mediation procedures
Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: The contracting authority will incorporate a minimum of 10 calendar days standstill period at the point information on the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to consider the decision and highlight any errors in the award process. Such appeals should be addressed to the contact in I.1. If an appeal regarding the award of a contract has not been successfully resolved, Public Contracts Regulations 2006 (SI 2006 No. 5) and any amendments thereon provide for aggrieved parties to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly and the intention to take action brought to the attention of the contracting authority to enable suspension of award proceedings.
VI.4.3)Service from which information about the lodging of appeals may be obtained
Homes and Communities Agency
St Georges House
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500
VI.5)Date of dispatch of this notice:3.5.2013