---
title: "Provision of Portfolio Management & Appraisal Services Framework"
ocid: "ocds-h6vhtk-03b785"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03b785"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03b785.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03b785.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "WEST YORKSHIRE COMBINED AUTHORITY"
published: "2024-02-22"
---

# Provision of Portfolio Management & Appraisal Services Framework

Buyer: WEST YORKSHIRE COMBINED AUTHORITY  
Current stage: Award  
OCID: ocds-h6vhtk-03b785

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03b785)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-03b785.json)

## Summary

The West Yorkshire Combined Authority is conducting a procurement process for the provision of Portfolio Management & Appraisal Services Framework. This opportunity is open for the Borough Council of Calderdale, Borough of Kirklees, City of Wakefield Metropolitan District, City of Bradford Metropolitan District Council, Leeds City Council, West Yorkshire Housing Partnership, and Better Homes Hub. The Combined Authority is seeking consultants for project business case appraisal and support in various sectors such as transport, housing, regeneration, and economic development. The procurement stage is currently in the award stage, with a contract already signed on 1st December 2023 for a value of 800,000 GBP.

This tender opportunity by the West Yorkshire Combined Authority offers potential for business growth to consultancy firms with expertise in portfolio management and appraisal services. The appointed consultant will engage in a variety of schemes involving transport, housing, and economic development, aligning with the Combined Authority's local Assurance Framework. As the process involves significant public funds, successful applicants need to demonstrate a broad range of skills and experience to ensure delivery of projects that provide value for money. Opportunities for growth lie in assisting with the appraisal of scheme business cases, evidence of market demand, and strategic economic development planning, with potential for task orders ranging from approximately 3,000 to 6,000 GBP each.

## 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.

### Lot Information

Lot 1

In March 2014 the Leeds City Region Local Enterprise Partnership (LCR LEP) submitted its Strategic Economic Plan (SEP) to Government. This led to PS1 billion growth deal award being made to the Combined Authority. In 2021 the PS1.8bn devolution deal was secured for West Yorkshire. This meant the first Mayor of West Yorkshire was subsequently elected, with Tracy Brabin taking up post in May 2021. The devolution deal and election of the Mayor has enabled us to start to drive up living standards for local communities while tackling the climate emergency and helping to deliver our commitment to become a net zero carbon city region by 2038. Further information on this can be found here. West Yorkshire Local Assurance Framework As part of the agreements with Government, the CA must publish an annual local Assurance Framework, setting out how funding is allocated, how schemes are appraised, and how funding decisions are made. A copy is available here. The Assurance Framework sets out the arrangements that the Combined Authority and the LEP have in place to ensure that public money is managed effectively. It explains how the Combined Authority and the LEP identify, appraise, and evaluate schemes to achieve value for money. The Assurance Framework covers expenditure on programmes and schemes funded by Government or local sources in the Leeds City Region. This includes funding received by the Combined Authority in respect of the Single Investment Fund (SIF) and as the accountable body for the LEP. The purpose of this Assurance Framework is to ensure that the necessary systems and processes are in place to manage funding effectively, and to ensure the successful delivery of our Strategic Economic Framework (SEF) ambitions1. Its focus is to ensure that necessary practices and standards are implemented to provide the Government, Combined Authority, the LEP and local partners with assurance that decisions over funding (and the means by which these decisions are implemented) are proper, transparent and deliver value for money. The Assurance Framework is reviewed and updated on an annual basis. As part of recent updates significant work has been undertaken in the last two years, to embed an improved scheme assurance process. The assurance process (set out below) has three stages; Stage 1: Assessment and Sequencing, Stage 2: Scheme Development, Stage 3: Delivery and Evaluation. It provides a practical 'step-by-step' framework to aid the development of business cases, to ensure successful delivery and to enable monitoring and evaluation. The assurance process is transparent and proportionate and offers a structured process for appraising, developing, planning, delivering and evaluation that is in line with HM Treasury guidance to deliver best public value.

Renewal: The Framework will operate for an initial two (2) year term with two (2) 12-month optional extensions to be applied annually up to a maximum of two (2) years (maximum contract term of 4 years).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/005866-2024 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 22 Feb 2024 |
| Submission deadline | 17 Aug 2023 |
| Future notice date | 25 May 2023 |
| Award date | 1 Dec 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £800,000 |
| Lots value | £800,000 |
| Awards value | Not specified |
| Contracts value | £800,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | 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 | TLE4 West Yorkshire |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MOTT MACDONALD |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66140000 - Portfolio management services

## Release History

- 22 Feb 2024 at 17:19 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/005866-2024
- 27 Jul 2023 at 08:36 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/021747-2023
- 18 Jul 2023 at 09:09 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/020591-2023
- 30 Mar 2023 at 17:24 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/009374-2023

## Notice URLs

- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=66921&B=UK
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/103257
- 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-h6vhtk-03b785. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03b785.json.