---
title: "Provision of Portfolio Management & Appraisal Services Framework"
ocid: "ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "EU SUPPLY LIMITED"
published: "2023-07-27"
---

# Provision of Portfolio Management & Appraisal Services Framework

Buyer: EU SUPPLY LIMITED  
Current stage: Tender  
OCID: ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7.json)

## Summary

The West Yorkshire Combined Authority is seeking consultants to provide Portfolio Management & Appraisal Services. The procurement process is currently in the tender stage, with a deadline for submissions on August 30, 2023. The contract period is scheduled to start on October 2, 2023, and end on September 30, 2027. The services fall under the main procurement category of services and are aimed at assisting various projects in areas such as transport, housing, regeneration, economic development, and flood resilience.

This tender offers a significant opportunity for consultants with expertise in portfolio management services to engage with the Combined Authority. Small and medium-sized enterprises (SMEs) that can offer tailored advice and assurance support for project business cases are well-suited for this opportunity. The suitability criteria for this tender favour SMEs, indicating a preference for agile and responsive consulting firms. The opening for bids provides a chance for businesses interested in supporting diverse local projects to expand their portfolio within the region.

## Notice

The West Yorkshire Combined Authority (the 'Combined Authority') is seeking to appoint a suitably qualified and experienced consultant/s to provide advice and support in the appraisal and assurance of scheme project business cases that progress through its local Assurance Framework. Consultants seeking to be appointed to this commission will be expected to demonstrate a breadth of skills and expertise which reflects the broad range of projects that come forward to the Combined Authority for funding, including transport, housing, regeneration, economic development, and flood resilience. Further information on the variety of schemes can be seen by visiting the Combined Authority website.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/7df30cd0-19b7-49c2-9d9c-b13c72109476 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Other - Other |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Jul 2023 |
| Submission deadline | 30 Aug 2023 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Oct 2023 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | EU SUPPLY LIMITED |
| Additional buyers | WEST YORKSHIRE COMBINED AUTHORITY |
| Locality | LEEDS |
| Post town | Leeds |
| Postcode | LS1 2DE |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE42 Leeds |
| Local authority | Leeds |
| Electoral ward | Little London & Woodhouse |
| Westminster constituency | Leeds Central and Headingley |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66140000 - Portfolio management services

## Release History

- 27 Jul 2023 at 10:00 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/7df30cd0-19b7-49c2-9d9c-b13c72109476
- 18 Jul 2023 at 10:20 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/7df30cd0-19b7-49c2-9d9c-b13c72109476

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/7df30cd0-19b7-49c2-9d9c-b13c72109476
  27th July 2023 - Opportunity notice on Contracts Finder
- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=66921&B=UK
  Additional data
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103257
  User / Company

## Notice URLs

- https://www.westyorks-ca.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-06d21721-a589-431e-bea5-eafa001236f7.json.