Liverpool Vision
Invitation to Quote – IFB2016 Business Case Consultancy Support Services
Term: October 2014 – End January 2015
1. The Brief
This brief describes work needed to support Liverpool Vision in the development of
the IFB2016 Business Case that will be submitted to Government, to Green Book
standards, to secure the funding support that has already been committed by the
Chancellor of the Exchequer, during IFB2014.
2. The Client
The client is Liverpool Vision working on behalf of the Mayor of Liverpool.
Liverpool Vision is a company limited by guarantee, wholly owned by Liverpool City
Council. Its business plan, activities and finances are overseen by a Board of Directors,
chaired by the Mayor of Liverpool. Vision’s purpose is to generate jobs and
investment in the city. It does this by marketing it as a business, investment and
leisure location, through the Marketing Liverpool team and by working with the
private sector in the city and internationally to generate investment projects.
You can find out more at www.liverpoolvision.co.uk and www.itsliverpool.com
3. The Context
3.1 Liverpool city region’s history is intertwined with international trade and
investment. The area’s transformation over the last fifteen years, accompanied
by the scale of improvement in the business environment, has fuelled the
confidence to once again put Liverpool city region on the international business
stage.
3.2 In summer 2014 Liverpool successfully hosted the inaugural International Festival
for Business. Utilising 139 venues from across the North of England to deliver 424
registered business events, it attracted approximately 75,000 delegates from 88
countries as well as delivering a 15,000 strong registered business club
membership, over 12,000 of which visited the IFB HUB throughout the 50 day
festival. The success of the event was such, that George Osborne, the Chancellor
for the Exchequer announced mid Festival that HM Government had decided to
commit to funding another Festival for Business in 2016, in the host city of
Liverpool.
3.3 To capitalise upon this opportunity, Liverpool City Region wishes to stage IFB2016,
which will incorporate and build upon the success of its predecessor event in 2014
and deliver another World Class Trade & Investment focused Business Festival
within the UK, to provide the single biggest platform for growth within the UK in
2016.
4. Proposed Process
4.1 Currently the Interim Evaluation Report is being created by the Internal Evaluation
resources at Liverpool Vision.
4.2 Contributing to and working with this analysis is a separate but integrated piece of
work on Lessons Learnt Analysis.
4.3 A Commercial Strategy will also be created, which again will work in concert with
both the Interim Evaluation Report work and the Lessons Learnt analysis.
4.4 Resulting from the creation of these three documents and the adoption of changes
that are required to improve “The IFB2016 Product”, the work will commence in
early October 2014 to design and create a conceptual framework for the
International Festival for Business 2016. This framework will describe in detail
the facets of the Festival, its purpose, success criteria, outputs, outcomes, forecast
costs, income and expenditure for the proposed “intervention”.
4.5 A customised IFB2016 Business Case, to HM Government Green Book standards
will then be produced, and submitted to HM Government through an iterative
process, with a goal to secure funding support release at the earliest opportunity
in 2015.
5. Requirements
5.1 Work with the internal resources at Liverpool Vision to contribute to the design
and creation of the conceptual framework for the International Festival for
Business 2016.
5.2 Working to the IFB2016 Project Director create the IFB2016 Business Case, to HM
Government Green Book standards, this document will include the following as a
minimum:5.2.1 The policy and market context within which the event will run
5.2.2 Assumption based options appraisal/scenarios which will forecast the
potential event total Trade & Investment opportunity and all related
outputs and outcomes.
5.2.3 Presentation of a governance model, benefits/outputs/outcomes, value
for money and longitudinal evaluation framework for the project. This
particular piece of work will necessitate the consultation with the core
partners to this initiative.
5.2.4 A flexible and agile approach to the meeting of deadlines imposed by
Vision, Partners and HM Government will be essential as this work
programme is discharged.
6. Response
Respondents will be expected to provide, on no more than 6 pages:
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How our organisation would address the brief contained within Section 5
above whilst still achieving the challenging timescales required by the
submission deadlines imposed by HM Government.
Demonstrating the track record in delivering outputs of this nature
Details of the individuals who your organisation will put forward in your
response that will manage and undertake the task, the time they will spend
on it and their daily charge rates.
A full and detailed cost breakdown.
Lead company details (including company number) and the details of any
proposed sub-contractors that will or potentially may work on this
assignment.
Confirmation of consideration of corporate social responsibility and
environmental impacts as well as copies of associated policies where
appropriate.
A headline task project plan needs to be provided within the submission
illustrating how your organisation will run this assignment.
Completion and return of Appendix 1
Two written copies of your response should be submitted in a sealed envelope, stating “ITQ
for IFB2016 Business Case Consultancy” and marked for the attention of: Tony Mitchell,
Purchasing and Contracts Manager, Liverpool Vision, 10th Floor, The Capital, 39 Old Hall
Street, Liverpool, L3 9PP, this should include a soft copy, stored on an electronic memory
device (USB Stick or CD).
If delivering by hand, please be advised that because of a barrier system in a shared
building, you will need to ask reception in the Capital Building to phone Liverpool Vision
(0151) 600 2900 that your submission has arrived for collection.
Envelopes must not indicate the identity of your organisation.
7. Schedule and Expected Costing
7.1 It is expected that the package of consultancy support services will be provided
from September 2014 until the end of January 2015 on an as required basis.
7.2 Working in concert with the allocated Vision resources to contribute to the
conceptual framework for IFB2016 will commence in October 2014
7.3 Work reporting to the Director of IFB2016 to create and submit the IFB2016
Business Case will commence mid October 2014 with a final submission
anticipated around the end of the calendar year or latest in early January 2015.
7.4 There may also be a requirement for the creation of a Vision Board Report/s
covering the status of the IFB2016 Business Case and possible attendance at
appropriate Board Meeting/s to present or support the presentation of the Paper.
Please make it clear in any resultant proposal whether this cost is included in the
overall proposal or as an optional extra cost.
Forecast Process Timeline
17th September 2014:
Appointment of Consultants
22nd September 2014:
Start Up Meeting & Early Findings & IFB 2016 Concept Sharing
29th September 2014:
Commence work in concert with Vision Team on IFB2016 Intervention
Solution (Final Draft early November 2014)
13th October 2014:
Commence work on IFB2016 Green Book Business Case Submission &
Submission Process to HM Government (Final Draft early December 2014)
7.5 Responses to this tender are to indicate the fixed price for the delivery of this
assignment and should not exceed £20,000 plus VAT. The proposal should also
provide for a ceiling cost to cover bone-fide expenses in addition to the fixed price
quoted.
7.6 Payment of any related invoices to this assignment will be based upon agreed
deliverables/outputs and will be monthly in arrears.
8. Evaluation
Quotations will be evaluated against the following criteria:
 Understanding of the brief and approach ……….40%
 Value for money ……………………………………………..20%
 Relevant Experience……………..………………………….40%
9. Timescale
This ITQ is published on 14th August 2014.
Any requests for clarification must be submitted by email to tmitchell@liverpoolvision.co.uk
no later than 21st August 2014 and LV responses will be provided by 26th August 2014. These
will be published on the LV website and we cannot guarantee responses will be sent directly
to respondees.
Responses to this ITQ should be submitted no later than 4pm on Wednesday, 10th September
2014, ensuring compliance with the instructions provided by LV in 6 above.
10. The Contract
Any contract awarded subsequent to this ITQ will be subject to the enclosed terms and
conditions.
LV Standard Terms
and Conditions.doc
Important Notice
Whilst the information in this document is given in good faith and is believed to be correct it
does not purport to be comprehensive or to have been independently verified.
Whilst Liverpool Vision is committed to selecting a partner, it reserves the right not to accept
any proposals or award the contract.
ITQ Title
IFB2016 Sponsorship/Commercialisation Strategy Development Consultancy Support contract for services
Appendix 1
Supplier Information
At Liverpool Vision we appreciate the amount of hard work that can go into submitting
tenders. We therefore request that in answering the questions in this Appendix 1, you
provide only very brief information. This will give us a much better understanding of you as
a potential supplier to us.
Please expand the rows to suit.
Company Name
Status (limited, self-employed, partnership, etc.)
Contact details
Locations (including where the service would be provided from)
Year of incorporation
Turnover (most recent, plus forecast)
Staff (including total number, subcontractors, etc)
Associations (partnerships, group, holding, parent, company, subsidiaries)
Accreditations / Memberships / Awards
Insurance levels (Description of relevant insurances to cover this work)
Previous dealings with Liverpool Vision (current, past, tenders, contracts)
Other relevant information