Ageing Better – Evaluation and Learning Contract

Ageing Better – Evaluation and Learning Contract

The Big Lottery Fund (“BIG”) is seeking an organisation to deliver the complex evaluation and learning services contract and enable the Fund’s grant holders to share their learning and improve practice, and to identify what works well, for whom and in what circumstances within the Fund’s Fullfilling Lives:Ageing Better. Fulfilling Lives: Ageing Better is a GBP 70 million funding initiative.

United Kingdom-London: Social research services

2013/S 136-236378

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
For the attention of: Anna Engebretson
EC4A 1DE London
UNITED KINGDOM
Telephone: +44 1213457833
E-mail: anna.engebretson@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/about-big/tender-opportunities

Electronic submission of tenders and requests to participate: http://procurement@biglotteryfund.org.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: 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

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:

Ageing Better: Evaluation and Learning Contract (BIG001-0427).
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: England 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 (“BIG”) is seeking an organisation to deliver the complex evaluation and learning services contract and enable the Fund’s grant holders to share their learning and improve practice, and to identify what works well, for whom and in what circumstances within the Fund’s Fullfilling Lives:Ageing Better. Fulfilling Lives: Ageing Better is a GBP 70 million funding initiative which proposes to invest between GBP 2 million to GBP 6 million in an estimated 15 to 20 geographic areas across England. The aim of the programme is: To prevent and reduce social isolation for older people to improve their well-being and give them confidence and support to be more active, healthier and happier for longer, with the wider public appreciating better the positive role that older people can play in their communities.
The successful provider will be required:
— to deliver evaluation and learning services within the Fund’s Programme and for the benefits of its beneficiaries
— to provide the evidence and continuous learning and improvement of delivery outcomes for the benefit of our grant holders throughout the life of the grant programme.
The specific details of our requirements are set out in our ITT available at: http://www.biglotteryfund.org.uk/about-big/tender-opportunities

II.1.6)Common procurement vocabulary (CPV)

79315000, 73110000

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: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

The potential maximum value of the contract is GBP 4.5 m (inclusive of VAT and expenses) and if an award is made to 20 successful areas over a term of 8 years.
Estimated value excluding VAT: 3 750 000 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals

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

Duration in months: 96 (from the award of the contract)

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/about-big/tender-opportunities under reference BIG001-0427.

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 45(1) and 45(2) of Directive 2004/18/EC or Regulation 23(1) or 23(4) of the Public Contracts Regulations 2006 (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: (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 two year’s audited accounts and annual reports to include:
— Balance Sheet;
— Profit & 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.
If you are unable to submit the information requested above for the most recent financial year because such information is not yet audited, please submit management accounts for that period.
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.
(2) Bids that exceed GBP 4.5 m (including VAT and expenses) for 20 final areas over the whole 8 years’ term of the contract will be excluded. See the ITT for further information.
III.2.3)Technical capacity

Minimum level(s) of standards possibly required:
(1) As a minimum, the bidder must have 3 years relevant experience successfully delivering similar large scale, multi-agency projects, for instance in the design and delivery of research and the dissemination of its results. This must include experience of quantitative data analysis, qualitative methods, and must include work with older people or issues in ageing, and providing evaluation and learning support.
(2) As a minimum the bidder must submit a complete tender in accordance with every instruction and requirement set out in the 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:

BIG001-0427
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

9.9.2013 – 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

in days: 90 (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 2006 (SI 2006 No 5) 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:11.7.2013