Organisational Development Tender 2020-2023

Organisational Development Tender 2020-2023

6 Lots. Lot 1: Business Planning, Financial Forecasting, Review and Assessment; Lot 2: Strategic Planning Analysis and Visioning.

United Kingdom-Caerphilly: Business development consultancy services

2020/S 115-280646

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Wales Co-operative Centre
Postal address: Y Borth, 13 Beddau Way
Town: Caerphilly
NUTS code: UKL WALES
Postal code: CF83 2AX
Country: United Kingdom
Contact person: Rhian Edwards
E-mail: info@wales.coop
Telephone: +44 3001115050
Fax: +44 3001115051
Internet address(es):Main address: www.wales.coop

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

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.sell2wales.gov.wales
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.sell2wales.gov.wales

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Other activity: Business Development

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

ITT WCC Organisational Development 0620

Reference number: ITTWCC0620

II.1.2)Main CPV code

79411100 Business development consultancy services

II.1.3)Type of contract

Services

II.1.4)Short description:

Under the framework agreement, suppliers will be required to provide specialist consultancy services to Wales Co-operative Centre and our clients i.e. social businesses who wish to grow. Services will be provided both remotely and in the local geographic area to the client. The framework will be divided into six thematic lots:

Lot 1: Business Planning, Financial Forecasting, Review and Assessment;

Lot 2: Strategic Planning Analysis and Visioning;

Lot 3: Accounting Services;

Lot 4: Marketing, e marketing and Social Media;

Lot 5: Human Resource Services;

Lot 6: Sustainable Development.

Suppliers will be required to deliver services both virtually and face to face. To deliver a more sustainable service and to support the goals of the Wellbeing of Future Generations (Wales) Act we are moving towards a more virtual service. We anticipate the approximate split between virtual and face to face work will be 75 % and 25 % respectively, although this is not guaranteed.

The framework will operate for three years with an option, at WCC’s discretion, to extend for a further period of 12 months.

II.1.5)Estimated total value

Value excluding VAT: 2 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

Marketing, eMarketing and Social Media

Lot No: 4

II.2.2)Additional CPV code(s)

79413000 Marketing management consultancy services
79410000 Business and management consultancy services
79411000 General management consultancy services
79411100 Business development consultancy services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

To develop marketing strategies, tactical plans and market research reports and advise social businesses about all areas of marketing.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is eight.

II.2)Description

II.2.1)Title:

Sustainable Development

Lot No: 6

II.2.2)Additional CPV code(s)

79410000 Business and management consultancy services
79411000 General management consultancy services
80540000 Environmental training services
90713000 Environmental issues consultancy services
79411100 Business development consultancy services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

Developing or improving a sustainable development strategy including environmental policy, actions plans and Eco-code for social businesses.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is 10.

II.2)Description

II.2.1)Title:

Business Planning, Financial Forecasting, Review and Assessment

Lot No: 1

II.2.2)Additional CPV code(s)

79411100 Business development consultancy services
79410000 Business and management consultancy services
79411000 General management consultancy services
79400000 Business and management consultancy and related services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

To develop and write comprehensive business plans including financial projections (i.e. profit and loss and cash flow analysis) for social businesses.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is 15.

II.2)Description

II.2.1)Title:

Strategic Planning Analysis and Visioning

Lot No: 2

II.2.2)Additional CPV code(s)

79410000 Business and management consultancy services
79411000 General management consultancy services
79411100 Business development consultancy services
79400000 Business and management consultancy and related services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

To strategically analyse social business client organisations, conduct visioning sessions with senior staff/board members and develop in depth strategic plans.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is eight.

II.2)Description

II.2.1)Title:

Accounting Services

Lot No: 3

II.2.2)Additional CPV code(s)

79412000 Financial management consultancy services
79410000 Business and management consultancy services
79411000 General management consultancy services
66171000 Financial consultancy services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

To investigate and forensically analyse social business company accounts and other financial documents and produce succinct reports based on findings.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is eight.

II.2)Description

II.2.1)Title:

Human Resource Services

Lot No: 5

II.2.2)Additional CPV code(s)

79414000 Human resources management consultancy services
79410000 Business and management consultancy services
79411000 General management consultancy services
79400000 Business and management consultancy and related services
79411100 Business development consultancy services

II.2.3)Place of performance

NUTS code: UKL WALES
Main site or place of performance:

Wales.

II.2.4)Description of the procurement:

Analysing and developing relevant HR policies, procedures and employment documents and advising social businesses in all areas of HR including Equal Opportunities and Gender Mainstreaming policies. Also experience of assisting social businesses to implement said policies and procedures.

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

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for an additional 1 year.

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: yes
Identification of the project:

Social Business Wales.

II.2.14)Additional information

Maximum number of suppliers to be appointed to this lot is 12.

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

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)Description

IV.1.1)Type of procedure

Open procedure

IV.1.3)Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 60
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: yes
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: 13/07/2020
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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

English, Welsh

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

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 13/07/2020
Local time: 14:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

Note: to register your interest in this notice and obtain any additional information please visit the Sell2Wales website at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=102168.

The buyer has indicated that it will accept electronic responses to this notice via the postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(WA Ref:102168)

Download the ESPD document here: https://www.sell2wales.gov.wales/ESPD/ESPD_Download.aspx?id=102168

The buyer considers that this contract is suitable for consortia.

VI.4)Procedures for review

VI.4.1)Review body

Official name: High Court
Postal address: Royal Courts of Justice, The Strand
Town: London
Postal code: WC2A 2LL
Country: United Kingdom
Telephone: +44 2079477501
VI.4.2)Body responsible for mediation procedures
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:

12/06/2020