Local Sustainability Fund Evaluation Contract

Local Sustainability Fund Evaluation Contract

The Service Provider will be required to work with Local Sustainability Fund grant holders and staff at the Fund to analyse how well the common needs of VCSE organisations have been addressed by the programme.

United Kingdom-London: Research and development services and related consultancy services

2015/S 225-409929

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Big Lottery Fund
1 Plough Place
Contact point(s): Procurement team
EC4A 1DE London
Telephone: +44 2072113736
E-mail: procurement@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/index/about-uk/procurement_portal.htm

Electronic submission of tenders and requests to participate: http://www.biglotteryfund.org.uk/about-big/tender-opportunities

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
Telephone: +44 2072113779
E-mail: procurement@biglotteryfund.org.uk
Internet address: http://www.biglotteryfund.org.uk/about-big/tender-opportunities

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.1.1)Title attributed to the contract by the contracting authority:

Local Sustainability Fund Evaluation Contract; BIG001-0574.

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 (‘the Fund’) is seeking to procure a suitably qualified Service Provider to provide evaluation services for the Local Sustainability Fund (LSF). The LSF is a 20 000 000 GBP programme delivered by the Fund on behalf of the Office for Civil Society (OCS) and aims to support Voluntary Community and Social Enterprise (VCSE) organisations in England to become stronger, more resilient and more sustainable.
The evaluation services will support the delivery and measure the impact of the Local Sustainability Fund (LSF).
The evaluation for this programme will last approximately 18 months and the successful bidder will be required to provide evaluation and learning services to the Fund which demonstrate the impact of the LSF on the organisations receiving funding and how effective the programme has been in achieving its aims.
The Service Provider will be required to work with LSF grant holders and staff at the Fund to analyse how well the common needs of VCSE organisations have been addressed by the programme and measure the impact of the LSF on the relevance, resilience and sustainability of medium sized VCSE organisations.
An evaluator will need to test how successful the LSF has been in developing the organisational capability of the organisations receiving funding. A strong methodology will also identify any previous support the organisation has had and will analyse whether or not this previous support has been influential in a) accessing the LSF and b) determining how best to embed new strengths sought through the LSF.

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 overall estimated value of the Contract over the 18 months term of the Contact shall not exceed GBP 200 000 including VAT and expenses. The Fund reserves a right to extend the term of the Contract for further 2 years and/or to add additional services associated to the scope of the contract with the successful bidder. The estimated value of the extension and/or additional services shall not exceed GBP 200 000 including VAT and other expenses.
Estimated value excluding VAT:
Range: between 166 666 and 333 333 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: Range: between 1 and 2

II.3)Duration of the contract or time limit for completion

Duration in months: 18 (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/index/about-uk/procurement_portal.htm


Contracts Finder — https://www.gov.uk/contracts-finder

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 57(1), (2) and 57(4) of Directive 2014/24/EU or Regulation 57(1) or 57(8) of the Public Contracts Regulations 2015 (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 and 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.
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)The Bidder’s Total Costs in Table A of the ITT for the services over the term of the Contract do not exceed GBP 200 000 (including VAT and expenses). Bidders whose costs exceed this amount will be excluded from further consideration in the tender process.

III.2.3)Technical capacity

Minimum level(s) of standards possibly required:
(1) Bidders will need to have a minimum of 3 years relevant experience successfully delivering similar projects. To support this bidders need to provide Evidence of 3 years experience of undertaking similar projects (similar in scale, value and complexity) successfully and supporting references demonstrating this.
The customer contact should be prepared to speak to the purchasing organisation to confirm the accuracy of the information provided.
(2) Bidders must have a formal quality management system in place.
Please provide evidence (documentation or certificates) demonstrating you have a formal quality management system in place.
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
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:


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

4.1.2016 – 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


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

in days: 60 (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
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 2015 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: