Liverpool City Region Local Enterprise Partnership Request for Written Quotation for DEVELOPMENT OF AN ENERGY STRATEGY AND IMPLEMENTATION ROAD MAP FOR LIVERPOOL CITY REGION November 2017 Contents Section Section 1. INTRODUCTION 1 Background and summary/overview of requirements 2. SPECIFICATION OF REQUIREMENTS 2 A comprehensive description of requirements, specifications and criteria to be met 3. FORMAT OF QUOTATION 3 How the quotation is to be structured and how any proposal is to be presented 4. EXAMINATION AND EVALUATION OF QUOTATION 4 Indicates the basis on which the contract will be awarded, how quotations will be examined and criteria under which they will be evaluated 5. GENERAL CONDITIONS OF QUOTATION 5 Generally sets out conditions relating to such matters as need for tax compliance, freedom of information and data protection provisions, conflict of interest, intellectual property, latest time for submission of quotation, etc. Appendix 1 – Full project specification Appendix 2 - Existing LCR Evidence Base Appendix 3 – BEIS standard energy strategy scope 1. Introduction 1.1 Summary of Requirements: The Liverpool City Region has an existing Sustainable Energy Action Plan (SEAP) supported by a well-developed evidence base and a catalogue of key projects and potential projects. It has up-to-date information on carbon emission reporting. The LEP is now seeking to appoint suitably experienced and qualified consultants to independently review the existing information and, starting from this baseline, develop an overarching Energy Strategy and Implementation Road Map, and help us to articulate a compelling strategy. The work will support the development of a Liverpool City Region Combined Authority (LCRCA) formal Energy Strategy. 1.2 Background The Liverpool City Region LEP published a Growth Strategy in 2016 and this identified the low carbon economy as a key sectoral strength. This includes our energy ‘knowledge base’ through our universities and businesses and their supply chains. Securing affordable energy and delivering clean growth are also identified as challenges given the strong manufacturing base and high number of intensive energy users located in the Liverpool City Region. The LEP has secured funding from the Department for Business, Energy and Industrial Strategy (BEIS) to develop an Energy Strategy and Implementation Plan which it is intended will provide a roadmap for the LEP and its partners to build on previous studies, capitalise on the area’s strengths in the energy sector, address the challenges of transitioning successfully to a low carbon economy and putting Liverpool City Region at the forefront of the efforts to deliver affordable energy and clean growth as identified in the Government’s Industrial Strategy Green Paper. Previous reports that will form part of the evidence base for the strategy include: I. LCR Combined Authority Mayoral 100 Day Plan (2017) II. Liverpool City Region Growth Strategy (2016) III. State of the Liverpool City Region (2016) IV. Liverpool City Region Devolution Agreement (2015) V. Liverpool City Region Transport Plan for Growth (2015) VI. Liverpool City Region Innovation Plan 2014-2020 (2014) VII. Liverpool City Region Sustainable Energy Action Plan (2012) VIII. Merseyside Local Transport Plan IX. Merseyside recycling and Waste Authority, Resource Merseyside 2011-2041 Additional intelligence to inform this work includes: - An independent carbon baseline report and supporting documents for Liverpool City Region prepared in 2016 identifying and giving metrics for 26 key projects - A strategic energy review document and file folder, newly created in 2017 which gathers in one place existing relevant evidence to support the preparation of the energy strategy. This is set out in greater detail in Appendix 2. - A gap analysis which identifies information missing from the current evidence base. 1.2 Financial Arrangements Payment terms for services covered by this invitation to quote will be specified on the appropriate invoices, which will be based on agreed deliverables. Invoicing arrangements will be agreed with the successful service provider, following the award of contract. Payment will be phased on completion of key milestones in the development of the report. Final stage payment will be on completion and sign-off the report by LCR LEP. 1.3 Further Information and Query Handling Every effort has been made to ensure that this documentation contains all the necessary information to enable a quotation to be made. However, in the interests of equity, requests for additional information, clarification on the content of this document and all other queries of substance (other than in relation to purely factual or procedural matters) must be made by email no later than close of play on 5th December 2017 Clarifications when issued will be published alongside the RFQ on the LEP website. No clarifications will be issued after the 2nd of December 1.4 Timetable The timetable in relation to this quotation process is as follows: Award of contract 12th December 2017 Contract commencement 14th December 2017 Dates of award of contract may change. 2. Specification of Requirements The detail specification of requirements is attached as Appendix A Note that the maximum budget for this work is £21,500 (excluding VAT) Note the award of project is subject to award of funds from BEIS expected shortly 3. Format of Quotations Quotations must address all the requirements in this document and must be in the format that corresponds to the award criteria set out in section 3.2.1 requested below. 3.1 General Information The following must be supplied: (a) Name, address, telephone number, e-mail address and fax number of supplier. (b) Name, address, telephone number and e-mail address of any ultimate insurer or third parties involved in quotation. 3.2 Proposals 3.2.1 Textual response outlining how the requirements specified in section 2 will be met. Process and work-programme diagrams can be included. The maximum number of sides refers to A4 sides written in a minimum of 12 font though diagrams etc. can go to smaller font. Award Criteria 3.2.2 The applicant’s response to the specification will be considered against the following criteria [weighted for importance, scored out of 100] 1 METHODOLOGY AND APPROACH (10 sides maximum) The applicant should provide their response to the requirements of the 3 stage brief as set out, including reference to their knowledge and understanding of relevant policy and industry contexts which they will bring to bear (30%) 2 RELEVANT COMPANY EXPERIENCE (4 sides maximum) The applicant should demonstrate experience of successfully delivering similar commissions [20%]. 3 PROJECT MANAGEMENT AND VALUE FOR MONEY (4 sides maximum) The applicant should respond to the project phases and timescales (noting the date of the inception meeting), providing a summary of their proposed project management approach including daily rates, tasks and time allocations for key personnel (25%) 4 RELEVANT EXPERIENCE OF TEAM MEMBERS (4 sides maximum) The applicant should demonstrate that the team which will deliver the project have the necessary skills and qualifications to fulfil the brief [15%]. 5 PRICE The applicant should submit a proposed project budget [10%] 3.3 Warranties, Services 3.3.1 Prospective suppliers must confirm that the level, extent and nature of the Services including any associated warranties described in Section 2 of this document will be fully met. Where this support would be provided by a third party, the name, address and telephone number of such party must be disclosed. 3.4 Schedule of Costs Important Note: THE LEP DOES NOT AWARD AGREEMENTS BASED ON LOWEST COSTS BUT COST WILL BE AN IMPORTANT ELEMENT IN THE DECISION MAKING PROGRESS All costs must be quoted in pound sterling, exclusive of VAT and the schedule must take the following format: 3.4.1 Confirm that the quotation holds good for 90 days after the closing date for receipt. 3.4.2 Indicate the applicable rate of VAT in respect of each of the services being proposed. 3.4.3 Give details of any other costs, taxes or duties which may be incurred. Any licensing costs associated with any part of the proposal should be clearly identified. Proposals should clearly indicate any discounts to which the LEP would be entitled, including not for profit discounts, early payment discounts, forward contract discounts and any other discounts. 3.5 Contract A contract will be provided to the supplier whose quotation is deemed to be the most economically advantageous subject to agreement on conditions of that contract. Introduction of acceptance of the terms of that contract shall be upon signature by an authorised officer of The LEP. Please note the following: (a) Any terms and conditions in the proposed contract does not imply acceptance by the LEP of the Services until the contract is signed by an authorised officer of the LEP. (b) All works carried out shall be governed by the Laws of England and subject to the exclusive jurisdiction of the Courts of England. 3.6 Other Information Prospective suppliers should provide details of their proposed transition arrangements and should provide any other information which may be relevant to this proposal. 4. Examination and Evaluation of Quotations 4.1 Quotations will be examined initially by reference to the following: (a) Completeness of proposals and documentation as specified in Sections 2 and 3 (Specification of Requirements and Format of quotation) of this document; (b) Stated ability of the prospective supplier to meet all the requirements specified in Section 2 of this document; (c) Statement that none of the circumstances listed in paragraphs 1 and 2 of Article 45 of EU Directive 2004/18/EC apply to the prospective supplier; Only those quotations that satisfy conditions in relation to the above will be eligible for inclusion in the award process. 5. General Conditions of Quotation Quotations should be prepared in English and are subject to the following: 5.1 This Request for Quotation shall form part of the contract documents.