Tender for Grant Management Services

To deliver grant management services for charities and social enterprises in England.

United Kingdom-London: Administration services

2019/S 124-303207

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Access — The Foundation for Social Investment
09153909
8-10 New Fetter Lane
London
EC4A 1AZ
United Kingdom
Contact person: Seb Elsworth
Telephone: +44 2070846830
E-mail: seb.elsworth@access-si.org.uk
NUTS code: UKI31

Internet address(es):Main address: https://access-socialinvestment.org.uk/

I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://access-socialinvestment.org.uk/wp-content/uploads/2019/06/Strategic-Grant-Management-Partner-ITT-June-2019.pdf

Additional information can be obtained from the abovementioned address

Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Other activity: Support for charities and social enterprises

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Strategic Partner – Grant Management Services

II.1.2)Main CPV code

75100000

II.1.3)Type of contract

Services

II.1.4)Short description:

Access is seeking a strategic partner to deliver grant management services for charities and social enterprises in England for access’s Enterprise Development Programme and other potential programmes over the 4-year remaining period of our current strategy and potentially beyond.

II.1.5)Estimated total value

Value excluding VAT: 11 444 000.00 EUR

II.1.6)Information about lots

This contract is divided into lots: no

II.2)Description

II.2.1)Title:

II.2.2)Additional CPV code(s)

II.2.3)Place of performance

NUTS code: UKC

NUTS code: UKD

NUTS code: UKF

NUTS code: UKG

NUTS code: UKH

NUTS code: UKJ

NUTS code: UKK

NUTS code: UKE

NUTS code: UKI

Main site or place of performance:

Grant management services are required for charities and social enterprises operating in England.

II.2.4)Description of the procurement:

Access is seeking a strategic partner to support the foundation’s work with essential grant management services. This role will predominately be to deliver grant management services for the Enterprise Development Programme (EDP) over the next 4 years. However as our programmes evolve we expect our strategic partner to play a flexible role in working with access to deliver other programmes and support as may be developed. We anticipate that the minimum value of grants to be managed through this contract to be 10 250 000 GBP but may be greater than that.

The EDP provides a broad range of support to help charities and social enterprises make a transition to new enterprise models, or grow existing ones, with a focus on the models which are best enabled by access to finance, and on enabling organisations to utilise the tool social investment as part of that transition.

The strategic partner is expected to undertake the following roles:

Working strategically with access and EDP partners:

— work with Access and the sector partners involved in the programme to design relevant grant products,

— play a central role in the EDP partnership, contributing ideas to the further development of the programme both in relation to grant products and also in relation to other aspects of the programme as appropriate,

— support the EDP partnership in how best to facilitate easy navigation for charities and social enterprises through the menu of support and to other relevant source of support.

Promoting the programme and managing applications:

— design and deliver appropriate marketing strategies in partnership with sector specialist networks,

— advise on the best approach to managing demand and attracting high quality applications via either open application periods or specific windows,

— manage the end to end customer journey for applicants and grantees, setting clear expectations about timescales for decisions and feedback and the work involved,

— design and provide a simple and proportionate online application process for each grant product with support from access’s learning partner.

Decision making:

— develop and operate a proportionate and robust decision making process for each grant product, minimising turnaround times for decisions and setting clear expectations for applicants,

— for unsuccessful applicants, provide feedback on how their application can be improved and/or signpost to other relevant sources of support.

Awarding and managing grants:

— for successful applicants, undertake appropriate due diligence checks to ensure appropriate use of public money, and provide relevant grant documentation for the charity to sign, establishing necessary milestones and with clear reporting requirements,

— manage payment processes of grants in trances as appropriate to grantees. Draw downs from access would be made against a quarterly forecast of expected grants to be made to grantees,

— gather monitoring information and data from grantees to ensure compliance with grant terms and conditions and to facilitate learning about the programme, and make this information and data available to Access, our learning partner and other EDP partners,

— make data and information about the performance of the grant programme available to be published,

— ensure adherence to all relevant laws, regulations (including State Aid), requirements upon Access (as per our grant agreement with DCMS) and best practice for grant making,

— ensure high levels of customer service and respond to feedback from charities and social enterprises, as well as other stakeholders, about the programme.

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: 11 444 000.00 EUR

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

Duration in months: 48

This contract is subject to renewal: yes

Description of renewals:

Contract may be extended as specified in the procurement documents.

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

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:

As specified in the procurement documents the contractor should demonstrate a rack record of running similar programmes and evidence of robust systems and processes for managing grant programmes and associated risks.

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

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: 09/08/2019

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

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: 12/08/2019

Local time: 09:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

VI.3)Additional information:

VI.4)Procedures for review

VI.4.1)Review body

Access — The Foundation for Social Investment
8-10 New Fetter Lane
London
EC4A 1AZ
United Kingdom
Telephone: +44 2070846830
E-mail: seb.elsworth@access-si.org.ukInternet address: https://access-socialinvestment.org.uk/

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:

27/06/2019