DFID Tender for UK Aid Match II

DFID Tender for UK Aid Match II

The procurement for UK Aid Match II (UKAM II) is one for a fund manager service. 

United Kingdom-East Kilbride: Foreign economic-aid-related services

2017/S 143-294612

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

The Department for International Development
East Kilbride
United Kingdom
Contact person: Samantha Galbraith
E-mail: S-Galbraith@dfid.gov.uk
NUTS code: UKM95
I.2)Joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at: https://supplierportal.dfid.gov.uk/selfservice/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://supplierportal.dfid.gov.uk/selfservice/
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5)Main activity

Other activity: fund management

Section II: Object

II.1)Scope of the procurement


UK Aid Match II.

Reference number: 7741

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

UK Aid Match (UKAM) is DFID’s fund for match-funding UK public donations to charity appeals. The first phase of the scheme was launched in July 2013 with a budget of 120 000 000 GBP. The aim of the programme was to achieve ‘an informed UK public directing a portion of UK aid money, enabling NGOs to deliver more development results’. The scheme was open to any UK based CSOs to apply and funds could be used for interventions to reduce poverty in 26 DFID priority countries.

Following on from the successful of UKAM, UK Aid Match II (UKAM II) will be of higher value and will have an increase in the scope and reach of the previous programme by providing new ways to match public giving and diversify the organisations that are accessing matched funding.

The procurement for UK Aid Match II (UKAM II) is one for a fund manager service. DFID have 117 600 000 GBP to finance high-quality civil society projects aimed at poverty reduction in developing countries.

II.1.5)Estimated total value

Value excluding VAT: 12 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKM95

II.2.4)Description of the procurement:

The Department for International Development (DFID) are seeking to appoint a Fund Manager who will be responsible for rapidly exploring and recommending the most appropriate mix of match funding mechanisms (e.g. CSO challenge funding rounds; schools fundraising; fundraising platforms) to meet the objectives of the UK Aid Match 2017-2020 programme. This will include recommendations on the phasing in of new match funding opportunities as appropriate. DFID will retain final approval of the match funding opportunities to be delivered. The fund manager will be required to:

Explore and recommend the appropriate mix of match-funding opportunities to meet the objectives of the programme, with DFID providing final decisions.

Work with DFID to promote the scheme; assess proposals; and undertake necessary due diligence assessments.

Manage projects through scale up, inception, delivery and closure phase.

Manage the portfolio of approximately 48 ongoing grants from the first phase of the UK Aid Match scheme to completion, as well as new grants awarded under the new phase of the scheme.

Be innovative — explore options for widening the fund, for example by use of school fundraising or crowdfunding platforms.

DFID will:

Monitor key components of the Aid Match programme but at a strategic level.

Retain a Policy and Strategy role for the programme ensuring that the programme meets and adapts to our key policies and objectives.

There will be regular programme monitoring and planning meetings between the DFID SRO, Communications Team and Deputy Programme Manager/s and the Fund Manager to ensure that the quality of Programme Management, Comms/publicity work, Technical Advisory appraisal and Financial and Due Diligence Management is consistent with DFID standards agreed in the log frame.

The Management fund will be 117 600 000 GBP (£117.6m)

Existing Grant value: 84 000 000 GBP (£84m)

supplier cost: between 8 000 000 GBP — 12 000 000 GBP (£8m — £12m).

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 12 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 72
This contract is subject to renewal: yes
Description of renewals:

Potential to extend this contract by 1 year (12 months) at a cost of approx 130 000 GBP.

II.2.9)Information about the limits on the number of candidates to be invited

Envisaged minimum number: 5
Maximum number: 6
Objective criteria for choosing the limited number of candidates:

During the selection stage, candidates will b e required to submit a full response to the Standard Selection Questionnaire (SSQ). Following the selection stage, candidates will be shortlisted to be taken forward to the Invitation to Tender (ITT) stages. This will be determined by DFID’s assessment of responses received during the selection stage.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

The fund manager will be required to manage UK Aid Match funds of 117 600 000 GBP

DFID staff currently working on the project will provide a handover of approx 48 existing grants from earlier funding rounds, which total approx 84 000 000 GBP

The budget for the fund manager is between 8 000 000 GBP and 12 000 000 GBP.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

Mandatory and discretionary exclusion, economic and financial standing, technical and professional ability, modern slavery act 2015 requirements, minimum insurance requirements, tenderers past performance, duty of care, international aid transparency initiative, acceptance of DFID terms and conditions, and DFID statement of priorities and expectations / code of conduct, as outlined in document ‘PO 7741 UK Aid Match II (UKAM II) Selection Questionnaire (SQ) Supplier Information and Instructions’.

A Tenderer must meet the selection criterion in relation to reliability namely that DFID must be satisfied that

(i) the contracts on the list to be provided by the Tenderer have been satisfactorily performed in accordance with their terms, or

(ii) where that has not occurred, the reason or reasons why that has not occurred in relation to any such contract, will not recur in the performance of the contract to be awarded.

A Tenderer that fails to meet this selection criterion will not proceed further in this competition.

The contract will be governed by English Law. Prices are not required at the initial selection stage (SSQ), however, when required, prices must be quoted in GBP. All payments for the contract will be made in GBP Sterling. DFID reserves the right to annul the process at any point and not award the contract.

Legal form to be taken by the grouping of economic operators to whom the contract is to be awarded — Joint and several liabilities. DFID reserves the right to require joint ventures to form a single legal entity.

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure


IV.1.1)Type of procedure

Restricted procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 24/08/2017
Local time: 14:00

IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 11/09/2017

IV.2.4)Languages in which tenders or requests to participate may be submitted:


IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic payment will be used

VI.3)Additional information:

The Authority expressly reserves the right

(i) not to award any contract as a result of the procurement process commenced by publication of this notice; and

(ii) to make whatever changes it may see fit to the content and structure of the tendering competition; and in no circumstances will the Authority be liable for any costs incurred by the candidates.

Procurement documents can be accessed through the DFID Supplier portal (https://supplierportal.dfid.gov.uk/selfservice/)

VI.4)Procedures for review

VI.4.1)Review body

East Kilbride
United Kingdom

VI.4.2)Body responsible for mediation procedures

East Kilbride
United Kingdom
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:



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