Tender for Leasing Advisory Services

Tender for Leasing Advisory Services

The tender is being run on behalf of, and to be accessible by, all eligible institutions and consortia, as defined by the CPC including further education institutions, sixth forms, academies, schools and other similar organisations including British Museums.

UK-Salford: financial consultancy services

2012/S 68-112131

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Crescent Purchasing Consortium
Technology House
Contact point(s): CPC
For the attention of: Stewart Maloney
M6 6AP Salford
Telephone: +44 1612953849
E-mail: s.maloney@salford.ac.uk
Fax: +44 1612955599

Internet address(es):

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

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

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

I.3)Main activity

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

The contracting authority is purchasing on behalf of other contracting authorities: yes

Section II: Object of the contract

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

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

Service category No 27: Other 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 a single operator
Duration of the framework agreement

Duration in years: 4

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

Tender Information
The tender is being run on behalf of, and to be accessible by, all eligible institutions and consortia, as defined by the CPC including further education institutions, sixth forms, academies, schools and other similar organisations including British Museums.
The tender is also available for higher education institutions and related organisations via our colleagues in other consortia as per our joint contracting programme.
Other bodies that may potentially be interested in accessing the agreement include NWUPC (North Western Universities Purchasing Consortium), WFEPC (Welsh Further Education Purchasing Consortium), TPL (TUCO Purchasing Ltd., previously SNUPI), and British Museums. Please Note* SUPC (Southern Universities Purchasing Consortium) may be a potential user of this framework this will be confirmed or otherwise at a later stage, most likely before the Invitation to Tender stage.
The right is also reserved to negotiate the inclusion of other users who are outside the main scope of this Framework Agreement.
Scope of work.
The Single Supplier Framework Leasing Service shall be provided to the Crescent Purchasing Consortium and its Members by an appointed Service Provider, known hereafter as the “Advisor”.
The Advisor representing the CPC Leasing Framework shall be responsible for the following elements:
Phase 1.
Working in conjunction with CPC in the development of a tendering strategy, a tender specification, and methodology for the operational delivery of the CPC Leasing Framework to CPC Members.
The Advisor will assist CPC with the preparation of tender documentation for OJEU in the recruitment of a CPC endorsed bank of lessors that provide, but not limited to, Operating Leases, Finance Leases, Contract Hire, to the entire leasing market with focus on residual values, extension rentals and return conditions.
The Advisor will assist CPC in the drafting of tender evaluation criteria and detailed tender scoring matrices in line with CPC contract and compliance protocols.
The Advisor will assist CPC in evaluating tenders submitted by lessors, and then advise CPC in the recommendation for contract award including reporting on lessor selection and justification.
The Advisor will assist CPC with negotiation and award of the framework agreements to lessors, including support to CPC in the resolution of any disputes with unsuccessful bidders.
The Advisor will assist CPC in providing constructive feedback to unsuccessful bidders in order that they remain interested in quoting for future lessor tender opportunities.
Phase 2.
Once the bank of successful lessors is in situ, the Advisor will utilise the framework to be used in subsequent mini-tenders so that the Advisor can pursue and secure the best leasing deals on behalf of CPC members.
The Advisor will assist CPC with the drafting of User Guides and Marketing Material to promote the Leasing Framework to existing CPC members and potential CPC members.
The Advisor will assist CPC with the drafting of a Customer Service Charter that sets out the service/time lines a member can expect, inclusive of what elements of the Advisory Service maybe chargeable.
The Advisor will assist CPC with the drafting of a Customer Complaints Procedure, Process & Escalation Policy.
Advisor advice and assistance shall be provided to CPC at no charge. Consideration for the service shall be the granting of the right by CPC to provide a leasing Advisory service to CPC members.
The leasing framework shall have an initial duration of 2 years, extendible annually by a maximum of two additional years.
To register your interest in this opportunity go to the CPC In-Tend Tendering Portal, https://in-tendhost.co.uk/cpc/.

II.1.6)Common procurement vocabulary (CPV)


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

The contract is covered by the Government Procurement Agreement (GPA): no

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:
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

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
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability
III.2.3)Technical capacity
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: no

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 1: and maximum number 5
Objective criteria for choosing the limited number of candidates: As per PQQ Documents.
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: yes
Additional information about electronic auction: While this Tender is not using Electronic Auction, CPC Members may wish to when using this framework.
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

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: 30.4.2012
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

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

IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence
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
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:2.4.2012