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
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
I.2)Type of the contracting authority
Body governed by public law
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.1.1)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
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)
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
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
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
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.
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
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
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.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
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
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
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
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