Big Lottery Fund Learning and Support Services

Big Lottery Fund Learning and Support Services

Under Lot 1 — Learning and Support services requirements the Fund requires the following services:
— Support to projects in receipt of development grants to include community engagement and empowerment, asset mapping, business and sustainable development planning.

United Kingdom-London: Research and development services and related consultancy services

2015/S 225-409945

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Big Lottery Fund
1 Plough Place
Contact point(s): Procurement team
EC4A 1DE London
UNITED KINGDOM
Telephone: +44 2072113736
E-mail: procurement@biglotteryfund.org.uk

Internet address(es):

General address of the contracting authority: http://www.biglotteryfund.org.uk/

Electronic access to information: http://www.biglotteryfund.org.uk/index/about-uk/procurement_portal.htm

Electronic submission of tenders and requests to participate: http://www.biglotteryfund.org.uk/about-big/tender-opportunities

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: Big Lottery Fund
1 Plough Place
For the attention of: Marilyn Dent
EC4A 1DE London
UNITED KINGDOM
Telephone: +44 2072113779
E-mail: procurement@biglotteryfund.org.uk
Internet address: http://www.biglotteryfund.org.uk/about-big/tender-opportunities

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Other: grant awarding body

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

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

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

Create your Space: Support, Learning and Evaluation; Ref: BIG001-0658.

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

Services
Service category No 27: Other services
Main site or location of works, place of delivery or of performance: Wales wide.

NUTS code UK

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

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

The Big Lottery Fund (‘the Fund’) is seeking to award 2 Contracts (Lot 1 and Lot 2) to support the Fund’s grant beneficiaries under the Create your Space Programme as described below.
Lot 1 is for learning and support Services and Lot 2 is for evaluation Services. Bidders are welcome to apply for 1 or both lots.
The Create your Space Programme which is due to be launched in January 2016 has the aim of ‘Bringing people together to help them shape and lead the transformation of their local natural environment’ (the ‘Programme’). The Programme outcomes will be as follows:
1. People are fully involved in shaping the transformation of their local outdoor spaces and genuine strong partnerships have been formed with local organisations.
2. By enabling people to transform the way they view and utilise outdoor spaces, they will have the confidence and ability to make informed decisions about their communities with more control over their local environment. have a greater understanding and appreciation of the value of outdoor spaces, in particular their contribution to health and well-being, and the potential for creating sustainable economic opportunities.
3. As a result of the Programme and lessons learned, organisations and communities will have the confidence to take action and implement changes and improvements in their communities.
Under Lot 1 — Learning and Support services requirements the Fund requires the following services:
— Support to projects in receipt of development grants to include community engagement and empowerment, asset mapping, business and sustainable development planning;
— Support to grant holders to build the capacity of community members including mobilising and building on people’s strengths/assets, the facilitation of peer mentoring, the levering in of pro bono support where it is appropriate and support to consider and plan for the long term sustainability of the project;
— Facilitation of a network and knowledge sharing to enable grant holders to come together to share learning, expertise and experiences;
— Feeding into and supporting grant holders to use the Fund’s on-line community to enable grant holders to share knowledge, learning and expertise.
Under Lot 2 — Evaluation Services requirements the Fund requires the following services:
— work with grant holders to develop appropriate evaluation tools to enable the grant holders to assess their impact, recognise their achievements, identify incidental and multiple outcomes, learn lessons and effectively communicate their successes;
— facilitate and support an evaluation network linked to the learning and support network to share learning from project evaluations and develop an evidence base of what works in developing community led responses to transforming outdoor spaces;
— undertake an impact study of the programme including interim reports at key points for dissemination to key stakeholders to be agreed with the Fund.
Further details are set out in the ITT available on the Fund’s procurement page and on Contracts Finder — please search ‘Create your Space: Support, Learning and Evaluation; Ref: BIG001-0658’.

II.1.6)Common procurement vocabulary (CPV)

73000000

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

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots

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:

The potential value of each lot is as follows:
Lot 1 — Learning and Support services requirements.
Contract term: 7 Years.
Affordability Cap: 252 000 GBP (Inclusive of VAT and expenses). Bids in excess of this figure will be excluded from further consideration in this tender process.
Lot 2 — Evaluation Services requirements.
Contract term: 7 Years.
Affordability Cap: 149 300 GBP (Inclusive of VAT and expenses). Bids in excess of this figure will be excluded from further consideration in this tender process.
The term of both Lot 1 and 2 Contracts shall be seven years from the start of actual service delivery (estimated as 1.6.2016) and the Fund shall have the option to extend for up to a further 3 years. If the Fund exercises the right to extend the cost of the extension for a relevant lot will be based on the fees submitted by a successful bidder in their tender response for a relevant lot and will be calculated pro-rata accordingly.
Estimated value excluding VAT:
Range: between 335 000 and 477 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: Range: between 1 and 3

II.3)Duration of the contract or time limit for completion

Duration in months: 84 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Learning and Support services requirements

1)Short description

Contract term: 7 Years
Affordability Cap: 252 000 GBP (Inclusive of VAT and expenses). Bids in excess of this figure will be excluded from further consideration in this tender process.
The following services are required under this Lot:
— Support to projects in receipt of development grants to include community engagement and empowerment, asset mapping, business and sustainable development planning;
— Support to grant holders to build the capacity of community members including mobilising and building on people’s strengths/assets, the facilitation of peer mentoring, the levering in of pro bono support where it is appropriate and support to consider and plan for the long term sustainability of the project;
— Facilitation of a network and knowledge sharing to enable grant holders to come together to share learning, expertise and experiences;
— Feeding into and supporting grant holders to use the Fund’s on-line community to enable grant holders to share knowledge, learning and expertise.
The outcome of the Services is to build the confidence of grant holders and the associated beneficiaries enabling them to develop new skills, recognise their strengths and grow their capacity to take forward a project to transform their community space based on an asset based community development approach, whilst enabling the grant holders to achieve their outcomes under the Programme.

2)Common procurement vocabulary (CPV)

73000000

3)Quantity or scope

Estimated value excluding VAT: 210 000 GBP
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 2 Lot title: Evaluation Services requirements

1)Short description

Contract term: 7 Years
Affordability Cap: 149 300 GBP (Inclusive of VAT and expenses). Bids in excess of this figure will be excluded from further consideration in this tender process.
The following services are required under this lot:
— work with grant holders to develop appropriate evaluation tools to enable the grant holders to assess their impact, recognise their achievements, identify incidental and multiple outcomes, learn lessons and effectively communicate their successes;
— facilitate and support an evaluation network linked to the learning and support network to share learning from project evaluations and develop an evidence base of what works in developing community led responses to transforming outdoor spaces;
— undertake an impact study of the programme including interim reports at key points for dissemination to key stakeholders to be agreed with the Fund.
The outcome of the Services is to build the confidence, skills and grow the capacity of grant holders and associated beneficiaries to enable them to self evaluate their project and work together with other projects to learn from each other. It will assist grant holders to achieve their outcomes, in line with the overall programme outcomes, as set out in paragraph 2 on page 11. The successful bidder will also assess the overall impact of the programme and include an assessment of whether and how the programme outcomes are being achieved and how the programme contributes to the Fund’s vision and the principles set out in the Well being of Future generations (Wales) Act 2015.

2)Common procurement vocabulary (CPV)

73000000

3)Quantity or scope

Estimated value excluding VAT: 124 416 GBP
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Parent Company Guarantees and other security may be required in respect of some or all of the service provider’s obligations.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Payments will be made in accordance with the conditions of contract.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Joint and several liability. Should the successful tenderer be a consortium of organisations, the Contracting Authority reserves the right to require a successful consortium to form a single entity. The Contracting Authority will require the lead partner to be responsible for completing the contract on behalf of the consortium and enter into a contract with the Contracting Authority.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes

Description of particular conditions: As stated in the tender documents which can be downloaded at: http://www.biglotteryfund.org.uk/index/about-uk/procurement_portal.htm

and

Contracts Finder — https://www.gov.uk/contracts-finder

III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Bidders must confirm that the circumstances set out in Article 57(1), (2) and 57(4) of Directive 2014/24/EU or Regulation 57(1) or 57(8) of the Public Contracts Regulations 2015 (as amended) do not apply. Bidders that do not confirm this will be excluded from the competition.

III.2.2)Economic and financial ability

Minimum level(s) of standards possibly required: For both Lot 1 and 2:
(1) Bidders are required to have adequate financial standing to perform the services without putting the Authority at risk. The financial ability of bidders will be assessed before their tender is evaluated as follows:
In order for us to carry out this assessment please provide copies of last 2 year’s audited accounts and annual reports to include:
— Balance Sheet;
— Profit and Loss Account and Cost of Sales;
— Full notes to the accounts;
— Director’s report/auditor’s report.
If you are unable to submit the information requested above because your organisation is below the threshold for which audited accounts are required, please submit the following documents instead:
— Balance Sheet;
— Profit and Loss Statement.
Failure to achieve this minimum requirement and pass the financial assessment shall result in the bidder being excluded from further participation in the tender competition.
For relevant lot:
(2) For Lot 1 the Bidder’s Total Costs in Table A do not exceed 252 000 GBP (including VAT and expenses).
For Lot 2 the Bidder’s Total Costs in Table A do not exceed 149 300 GBP (including VAT and expenses).
Bidders whose costs exceed this amount will be excluded from further consideration in the tender process.

III.2.3)Technical capacity

Minimum level(s) of standards possibly required:
For Lot 1:
(1) The Fund requires the provider to have a minimum of 3 years relevant experience successfully delivering similar projects. Please provide Evidence of 3 years experience of undertaking similar projects (similar in scale, value and complexity) successfully and supporting references demonstrating this. The referee should be prepared to speak to the Fund to confirm the accuracy of the information provided.
For Lot 2:
(1) The Fund requires the provider to have a minimum of 3 years relevant experience successfully delivering similar projects. Please provide Evidence of 3 years experience of undertaking similar projects (similar in scale, value and complexity) successfully and supporting references demonstrating this. Also to support your response please provide a sample of a short and concise report that you have previously created for a support and/or evaluation contract (maximum of 4 pages of A4, arial font 12 report example). The referee should be prepared to speak to the Fund to confirm the accuracy of the information provided.
For both Lot 1 and 2:
(2) As a minimum the bidder must submitted a complete tender that accords with every instruction and requirement set out in this ITT and clearly indicates which Lot(s) it is bidding for.
(3) Bidders must comply with the Welsh Language requirements as set out in paragraph 3.4.5 of the published ITT.
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

Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
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: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

BIG001-0658

IV.3.2)Previous publication(s) concerning the same contract

no

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

29.1.2016 – 12:00
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

English.
Other: Welsh.

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

in days: 120 (from the date stated for receipt of tender)
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

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

The High Court, The Royal Courts of Justice
WC4A 2LL London
UNITED KINGDOM
Telephone: +44 207946000

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: The Contracting Authority will incorporate a standstill period of 10 calendar days at the point information on the award of the contract is communicated to tenderers. That notification will provide full information on the award decision. Further information is set out in the Public Contracts Regulations 2015 as amended.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

18.11.2015

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