Financial Services Tender Staffordshire

Financial Services Tender Staffordshire

Staffordshire County Council (SCC) is seeking an investment partner to create a joint venture vehicle to deliver, build upon and expand the education support service.

UK-Stafford: financial and insurance services

2012/S 84-138781

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Staffordshire County Council
Wedgwood Building, Tipping Street
For the attention of: Jenny Mann
ST16 2DH Stafford
UNITED KINGDOM
Telephone: +44 1785854647
E-mail: sp@staffordshire.gov.uk
Fax: +44 1785854660

Internet address(es):

General address of the contracting authority: www.staffordshire.gov.uk

Electronic access to information: www.staffordshire.alito.co.uk

Electronic submission of tenders and requests to participate: www.staffordshire.alito.co.uk

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: The above mentioned contact point(s)

I.2)Type of the contracting authority
Regional or local authority
I.3)Main activity
General public services
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

See procurement documentation

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
PC388. Education support services.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 11: Management consulting services [6] and related services
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)
Staffordshire County Council (SCC) is seeking an investment partner to create a joint venture vehicle to deliver, build upon and expand the education support services (the services) to its existing client base and potential new client base as both provider and supplier. The core objectives of the Council in setting up the joint venture are to:
i. Maintain and improve educational outcomes;
ii. Develop long term economic prosperity for Staffordshire;
iii. Provide opportunities to develop skills in the existing and future Staffordshire workforce;
iv. Create a sustainable organisation which is fit for purpose now and in the longer term;
v. Provide long term financial benefits to SCC;
vi. Deliver high quality products and services directly to SCC and other customers.
As a majority shareholder, the investment partner will be expected to provide up front financial investment, business acumen and commercial discipline to the joint venture.
The joint venture vehicle will have the benefit of the strong relationships that existing staff have built up with the County schools as a result of their expertise, professional specialist knowledge and skills. As a result the investment partner brought on board will enable the joint venture vehicle to capitalise on this opportunity to create an education support services business at a national and potentially global level.
The contract will be negotiated to include sufficient flexibility to enable the joint venture vehicle to respond to changing commissioning needs of SCC, emerging statutory requirements in the education sector and changes in schools’ performance.
The services comprise, but are not limited to the following:
— Education Transformation (Improvement services),
— Educational transformation including leadership and management support, curriculum development and support, governor support services and early years,
— Information, advice and guidance services (i.e. careers advice),
— Learning and development arm,
— Educational support services (specialist),
— Music and performing arts,
— Outdoor education,
— Special educational needs (SEN),
— Support services provided to schools,
— Facilities management services, including:
—— Catering,
——Cleaning, grounds and caretaking services.
— Staffordshire Learning Technologies – ICT (school specific infrastructure, software, hardware, etc),
— Property management, design, consultancy and maintenance.
The businesses to be transfered to the joint venture vehicle may include some corporate support services inside and outside the education sector, but these are not expected to constitute a significant share of the joint venture’s operations.
The joint venture vehicle will be awarded a contract for a minimum term of ten years by SCC to supply the Services which originate from core services funded by grant from Central Government. It is envisaged that existing contracts awarded by schools and relevant third parties will be assigned and/or novated to the joint venture vehicle (note: most of these contracts are on a 12 month rolling basis).
The joint venture vehicle is expected to grow its business nationally and potentially globally by contracting with schools, academies and the wider education and skills sector both within the County and beyond. Schools and academies have the ability to procure services independently from the Council. The joint venture vehicle will be able to rely initially on the goodwill built up by staff (who are expected to transfer under the TUPE Regulations) to secure new contracts.
The joint venture vehicle will also be able to identify new markets within the Education sector for the services it can supply.
SCC will replicate its current procurement arrangements whereby it obtains services on behalf of the County schools and relevant third parties so that the joint venture vehicle can operate as SCC does now. The benefit of this will be that selection by schools for support services from the joint venture vehicle will be EU compliant as result of this exercise.
The contract with the intended joint venture vehicle may also include Corporate Support Services associated with Education.
SCC is leading this procurement with a view to offering the benefit of this contract to Shropshire Council and or Worcestershire County Council, by way of call off arrangements and or as an equity partner in the joint venture vehicle. Should Shropshire Council and Worcestershire County Council take up the option to participate as equity shareholders this will be on such terms as are agreed between SCC and the joint venture vehicle.
SCC may transfer certain assets into the joint venture vehicle where these are necessary for the provision of the Services. More information will be provided during the dialogue process.
It is anticipated at this stage that the overall contract term will be for a minimum of 10 years, with the option to extend up to a further 10 years in increments to be agreed during the dialogue. SCC wishes to discuss contract duration and review periods as part of the dialogue process. Within these discussions the period during which the partner investor is locked into its investment will be a matter for agreement.
Total contract value is expected to be up to 2 000 000 000 GBP over the minimum term of 10 years. This upper estimate of contract value includes an assumption of some transfer of additional Corporate Support Services and an assumption of some services being purchased by Shropshire Council and Worcestershire County Council. The lower end of the contract value of 700 000 000 GBP assumes that the joint venture vehicle only carries out the Education Services business of SCC. Any additional business would be outside of the 2 000 000 000 GBP estimated contract value.
II.1.6)Common procurement vocabulary (CPV)

66000000, 72514000, 79993000, 80000000, 79400000, 66122000

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: no
II.1.9)Information about variants
Variants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
SCC is leading this procurement with a view to offering the benefit of this contract to Shropshire Council and Worcestershire County Council, by way of call off arrangements and or as an equity partner in the joint venture vehicle. Should Shropshire Council or Worcestershire County Council take up the option to participate as equity shareholders this will be on such terms as agreed between SCC and the joint venture vehicle.
Total contract value is potentially up to 2 000 000 000 GBP over the minimum term of 10 years. This upper estimate of contract value includes an assumption of some of the services being purchased by Shropshire Council and Worcestershire County Council. The lower end of the contract value of 700 000 000 GBP assumes that the joint venture vehicle only carries out the Education Services business of SCC.
The schools that currently hold contracts with the Council will be listed during the procurement process. The Council is seeking an investment partner that will enable services to be delivered to agreed standards and who will work with SCC and others to fully obtain the economic benefits of these services moving forwards. SCC therefore wishes to allow for the most flexibility that is possible in terms of contract scope.
Estimated value excluding VAT:
Range: between 700 000 000 and 2 000 000 000 GBP
II.2.2)Information about options
Options: yes
Description of these options: The initial 10 year term may be extended for up to another 10 years with increments to be agreed during dialogue.
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Starting 1.4.2013. Completion 31.3.2033

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Payments may be made following acceptance by the banking agents of the Council.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
No special legal form is required by the grouping of partners, but each partner will be required to become jointly or severally responsible for the contract before acceptance.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: The requirements for minimum economic, financial and technical capacity will be included in the procurement documents.
Any tender may be rejected from an economic operator which interalia:
(a) Is bankrupt or is being wound up, where his affairs are being administered by the court, where he has entered into an arrangement with creditors, where he has suspended business activities or is in any analogous situation arising from a similar procedure under national laws and regulations;
(b) Is the subject of proceedings for a declaration of bankruptcy, for an order for compulsory winding up or administration by the court or of an arrangement with creditors or of any other similar proceedings under national laws and regulations;
(c) Has been convicted by a judgment which has the force of res judicata in accordance with the legal provisions of the country of any offence concerning his professional conduct;
(d) Has been guilty of grave professional misconduct proven by any means which the contracting authorities can demonstrate;
(e) Has not fulfilled obligations relating to the payment of social security contributions in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(f) Has not fulfilled obligations relating to the payment of taxes in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(g) Is guilty of serious misrepresentation in supplying the information required under this Section or has not supplied such information;
(h) Has been the subject of a conviction for
Participation in a criminal organisation, as defined in Article 2(1) of Council Joint Action 98/733/JHA;
(i) Has been the subject of a conviction for corruption, as defined in Article 3 of the Council Act of 26 May 1997 and Article 3(1) of Council Joint Action 98/742/JHA respectively;
(j) Has been the subject of a conviction for fraud within the meaning of Article 1 of the Convention relating to the protection of the financial interests of the European Communities;
(k) Has been the subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC of 10 June 1991 on prevention of the use of the financial system for the purpose of money laundering.
Please refer to Regulation no 23 of the Public.
Procurement Regulations 2006 (SI No 5) for additional rejection criteria (see link).
http://www.opsi.gov.uk/si/si2006/20060005.htm

Minimum level(s) of standards possibly required: See procurement documentation.

III.2.3)Technical capacity
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
competitive dialogue
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged number of operators: 8
Objective criteria for choosing the limited number of candidates: See procurement documentation.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
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:
PC388
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Time limit for receipt of requests for documents or for accessing documents: 28.5.2012
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
28.5.2012
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.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Place:

Stafford.

Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Attendance is limited to members and officers of Staffordshire County Council.

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
This is an electronic tender. All requests for information to be sent through the electronic tendering portal and messaging facility on the Proactis electronic tendering system. How to register:
1. Instructions at http://www.staffordshire.gov.uk/business/procurement/etendering/;

2. Follow the link to Proactis ETendering (http://www.staffordshire.alito.co.uk). On the main page click Suppliers then (new user) Register links;

3. Complete the selfregistration questions and click the Register button;
4. You will receive a confirmation e-mail with an authentication link (this e-mail may find its way to your trash/junk e-mail account, so please check);
5. Confirm the authentication and then login into Proactis Suppliers side;
6. Search the bulletin board for the tender(s) using key words, search criteria etc;
7. Once found, click on the (blue) contract title to register interest against an active tender;
8. Click the Register button and then Continue;
9. The tender will now be in the My Tenders profile area on the main menu;
10. Find the Read me first document and continue with managing the tender.
If you require urgent assistance regarding the initial usage of the eTendering package please contact the Contracting Authority point of contact in Section I.1 of this notice. On failure to reach this contact, please immediately e-mail the nature of the difficulty to sp@staffordshire.gov.uk.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:27.4.2012

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