Organisational Development Support Services Wales

Organisational Development Support Services Wales

The Provision of Organisational Development Support Services to the Wales Co-operative Centre.

United Kingdom-Caerphilly: Business development consultancy services

2016/S 009-011805

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Wales Co-operative Centre
Y Borth, 13 Beddau Way
Contact point(s): Social Business Wales
For the attention of: Pauline Arnold
CF83 2AX Caerphilly
UNITED KINGDOM
Telephone: +44 3001115050
Fax: +44 3001115051

Internet address(es):

General address of the contracting authority: www.walescooperative.org

Address of the buyer profile: http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0857

Electronic access to information: www.sell2wales.gov.uk

Further information can be obtained from: Wales Co-operative Centre
Y Borth, 13 Beddau Way
Contact point(s): Social Business Wales
For the attention of: Pauline Arnold
CF83 2AX Caerphilly
UNITED KINGDOM
Telephone: +44 3001115050
E-mail: sbworganisationaldevelopment@wales.coop
Fax: +44 3001115051
Internet address: www.walescooperative.org

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Wales Co-operative Centre
Y Borth, 13 Beddau Way
Contact point(s): Socil Business Wales
For the attention of: Pauline Arnold
CF83 2AX Caerphilly
UNITED KINGDOM
Telephone: +44 3001115050
E-mail: sbworganisationaldevelopment@wales.coop
Fax: +44 3001115051
Internet address: www.walescooperative.org

Tenders or requests to participate must be sent to: Wales Co-operative Centre
Y Borth, 13 Beddau Way
Contact point(s): Social Business Wales
For the attention of: Pauline Arnold
CF83 2AX Caerphilly
UNITED KINGDOM
Telephone: +44 3001115050
Fax: +44 3001115051
Internet address: www.walescooperative.org

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Economic and financial affairs

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:

The Provision of Organisational Development Support Services to the Wales Co-operative Centre.

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
Main site or location of works, place of delivery or of performance: Wales.

NUTS code UK

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

The notice involves the establishment of a framework agreement

II.1.4)Information on framework agreement

Framework agreement with a single operator

Duration of the framework agreement

Duration in years: 3

Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 1 000 000 GBP

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

The Centre requires the services of organisations to provide specialist consultancy services to the Centre and Social Businesses who wish to grow. Depending on future funding the Centre may also require organisations to provide some specialist consultancy services to new start social businesses, social care co-operatives and housing co-operatives.
On the basis of this tender proposal, one or more organisations will be added to a Framework Agreement for consultancy services. The Centre requires organisations to provide specialist organisational development consultancy and training.
A key aspect of the Service will be to support the Centre and its clients to enable them to improve their business activity, providing specialist knowledge and skills that would not be available through mainstream business support.
The Framework Agreement and Service provision will commence 1.4.2016 and will run until 31.3.2019 in the first instance, subject to continued EU and Welsh Government funding. Any extension beyond this will be dependant on the Centre securing future funding and/or the requirements within those programmes. Any extension will be subject to approval by the Centre.

Note: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site athttp://www.sell2wales.gov.uk/Search/Search_Switch.aspx?ID=39417

II.1.6)Common procurement vocabulary (CPV)

79411100, 79400000, 79410000, 72221000, 73220000, 66171000, 79411000, 79221000, 79414000, 79413000, 79412000, 80510000, 79100000

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 all 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:

Estimated value excluding VAT: 1 000 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: This Framework Agreement and Service provision will commence 1.4.2016 and will run until 31.3.2019 in the first instance, subject to continued EU and Welsh Government funding. Any extension beyond this will be dependant on the Centre securing future funding and/or the requirements within those programmes. Any extension will be subject to approval by the Centre.

II.2.3)Information about renewals

This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion

Information about lots

Lot No: 2 Lot title: Financial Forecasting, Review and Assessment

1)Short description

ACCA, AAT or CIMA Membership. Extensive experience of drafting financial projections and advising businesses.

2)Common procurement vocabulary (CPV)

79400000, 66171000

3)Quantity or scope

10.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 3 Lot title: Governance

1)Short description

Experience of advising clients on effective governance appropriate to the social business sector.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 4 Lot title: Strategic Planning, Analysis and Visioning

1)Short description

Experience of working with clients to develop clear organisational strategies and experience of facilitating group strategic planning sessions.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

6.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 5 Lot title: Accounting Services

1)Short description

CCAB qualified. Extensive experience of advising businesses in areas such as: corporation tax; VAT; company valuations; financial planning and critically reviewing financial information; access to finance to support employee buy-outs and other social business investment needs; forensic analysis of management accounts; and company restructuring.

2)Common procurement vocabulary (CPV)

79400000, 66171000

3)Quantity or scope

3.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 6 Lot title: Marketing, e-Marketing and Social Media

1)Short description

Chartered Institute of Marketing (CIM). Extensive experience of writing and implementing marketing plans, strategies, market research and advising businesses.
Also experience in advising businesses in areas such as: branding, pay per click; affiliate marketing; use of banners; use of different social media applications; web design; search engine optimisation; online marketing strategy development; e-commerce; hosting; smart phone applications and site accessibility (to WAI 2.0 standard ‘A’ as a minimum).

2)Common procurement vocabulary (CPV)

79400000, 79413000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 7 Lot title: Human Resource Services

1)Short description

Chartered Institute of Personnel Development (CIPD). Extensive experience of analysing and writing relevant policies, procedures and employment documents and advising business in all areas of HR including Equality and Diversity policies).
Also experience of assisting organisations to implement said policies and procedures.

2)Common procurement vocabulary (CPV)

79414000

3)Quantity or scope

3.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 8 Lot title: Social Auditing

1)Short description

Experience of advising companies with regards to the different models of social auditing.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

3.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 1 Lot title: Business Advice and Planning

1)Short description

Extensive experience of advising businesses as well as writing and supporting the business planning process.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

10.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 9 Lot title: Sustainable Development

1)Short description

Extensive experience of supporting clients to develop or improve a sustainable development strategy including environmental policy, actions plans and Eco-code.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

3.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 10 Lot title: Business Planning for Sustainability

1)Short description

Extensive experience of designing and delivering business planning learning and development interventions.

2)Common procurement vocabulary (CPV)

79400000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 11 Lot title: Financial Planning and Management

1)Short description

Extensive experience of designing and delivering financial planning learning and development interventions.
ACCA, AAT or CIMA Membership.

2)Common procurement vocabulary (CPV)

79400000, 66171000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 12 Lot title: Marketing including e-Marketing and Social Media

1)Short description

Extensive experience of designing and delivering marketing including e- marketing and social media learning and development interventions. In areas such as: branding, pay per click; affiliate marketing; use of banners; use of different social media applications; web design; search engine optimisation; online marketing strategy development; e-commerce; hosting; smart phone applications and site accessibility (to WAI 2.0 standard ‘A’ as a minimum)
Chartered. Institute of Marketing (CIM) Membership.

2)Common procurement vocabulary (CPV)

79400000, 79413000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 13 Lot title: HR including Employment Law

1)Short description

Extensive experience of designing and delivering HR and Employment Law learning and development interventions. Including sessions on adopting and improving relevant policies and procedures including Equality and Diversity policies.
Membership of the Chartered Institute of Personnel Development (CIPD).

2)Common procurement vocabulary (CPV)

79410000, 79414000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 14 Lot title: Governance

1)Short description

Extensive experience of designing and delivering governance learning and development interventions.

2)Common procurement vocabulary (CPV)

79410000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 15 Lot title: Strategic Planning, Analysis and Visioning

1)Short description

Experience of working with clients to develop clear organisational strategies and experience of facilitating group strategic planning sessions.

2)Common procurement vocabulary (CPV)

79410000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 16 Lot title: Social Auditing

1)Short description

Extensive experience of designing and delivering learning and development interventions on social auditing.

2)Common procurement vocabulary (CPV)

79410000

3)Quantity or scope

5.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 17 Lot title: Sustainable Development

1)Short description

Extensive experience of designing and delivering learning and development interventions that will prepare clients to develop or improve a sustainable development strategy including environmental policy, actions plans and Eco- code.

2)Common procurement vocabulary (CPV)

79410000

3)Quantity or scope

5.
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:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

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

Information and formalities necessary for evaluating if the requirements are met: (1) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance.
(2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.
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

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: yes

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:

ITTWCC 0416
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

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

26.2.2016 – 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.

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

Duration in months: 3 (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

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: yes
Reference to project(s) and/or programme(s): Social Business Wales.

VI.3)Additional information

(WA Ref:39417).
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:

13.1.2016

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