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02 Contract Notice

ITT WCC Organisational Development 0620

  • First published: 15 June 2020
  • Last modified: 16 June 2020

Contents

Summary

OCID:
ocds-kuma6s-102168
Published by:
Cwmpas
Authority ID:
AA0857
Publication date:
15 June 2020
Deadline date:
16 July 2020
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
Yes
Has Carbon Reduction Plan:
No

Abstract

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. CPV: 79411100, 79413000, 79410000, 79411000, 79411100, 79410000, 79411000, 80540000, 90713000, 79411100, 79411100, 79410000, 79411000, 79400000, 79410000, 79411000, 79411100, 79400000, 79412000, 79410000, 79411000, 66171000, 79414000, 79410000, 79411000, 79400000, 79411100.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Wales Co-operative Centre

Y Borth, 13 Beddau Way

Caerphilly

CF83 2AX

UK

Contact person: Rhian Edwards

Telephone: +44 3001115050

E-mail: info@wales.coop

Fax: +44 3001115051

NUTS: UKL

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) 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 sent electronically to:

https://www.sell2wales.gov.wales


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Other: 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

 

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

Lot No: 1

II.2.1) Title

Business Planning, Financial Forecasting, Review and Assessment

II.2.2) Additional CPV code(s)

79411100

79410000

79411000

79400000

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

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

Lot No: 2

II.2.1) Title

Strategic Planning Analysis and Visioning

II.2.2) Additional CPV code(s)

79410000

79411000

79411100

79400000

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

Maximum number of suppliers to be appointed to this Lot is 8.

Lot No: 3

II.2.1) Title

Accounting Services

II.2.2) Additional CPV code(s)

79412000

79410000

79411000

66171000

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

Maximum number of suppliers to be appointed to this Lot is 8.

Lot No: 4

II.2.1) Title

Marketing, e-Marketing and Social Media

II.2.2) Additional CPV code(s)

79413000

79410000

79411000

79411100

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

Maximum number of suppliers to be appointed to this Lot is 8.

Lot No: 5

II.2.1) Title

Human Resource Services

II.2.2) Additional CPV code(s)

79414000

79410000

79411000

79400000

79411100

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

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

Lot No: 6

II.2.1) Title

Sustainable Development

II.2.2) Additional CPV code(s)

79410000

79411000

80540000

90713000

79411100

II.2.3) Place of performance

NUTS code:

UKL


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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

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

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

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.2) Conditions related to the contract

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 with several operators.

Envisaged maximum number of participants to the framework agreement: 60

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

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

Date: 13/07/2020

Local time: 12:00

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

EN

CY

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 Web Site 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

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

12/06/2020

Coding

Commodity categories

ID Title Parent category
79400000 Business and management consultancy and related services Business services: law, marketing, consulting, recruitment, printing and security
79410000 Business and management consultancy services Business and management consultancy and related services
79411100 Business development consultancy services General management consultancy services
90713000 Environmental issues consultancy services Environmental management
80540000 Environmental training services Training services
66171000 Financial consultancy services Financial consultancy, financial transaction processing and clearing-house services
79412000 Financial management consultancy services Business and management consultancy services
79411000 General management consultancy services Business and management consultancy services
79414000 Human resources management consultancy services Business and management consultancy services
79413000 Marketing management consultancy services Business and management consultancy services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
1000 WALES
1010 West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
15 June 2020
Deadline date:
16 July 2020 00:00
Notice type:
02 Contract Notice
Authority name:
Cwmpas
Publication date:
18 June 2020
Notice type:
14 Corrigendum
Authority name:
Cwmpas
Publication date:
10 July 2020
Notice type:
14 Corrigendum
Authority name:
Cwmpas
Publication date:
14 September 2020
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Cwmpas

About the buyer

Main contact:
info@wales.coop
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
16/06/2020 15:40
Notice date(s) changed
IV.2.2) Time limit
Old date: 13/07/2020 12:00
New date: 16/07/2020 12:00

IV.2.7) Conditions for opening of tenders
Old date: 13/07/2020 14:00
New date: 16/07/2020 14:00

The submission deadline has been extended to ensure the market has a full 30 days to respond to the opportunity. A delay in the publication date on Sell2Wales from the point of submission has prompted this required change of date.
07/07/2020 11:09
Clarification - ITT WCC Organisational Development 0620 (ITTWCC0620)
Updated Procurement Timetable
Following publication of the Corrigendum: ITT WCC Organisational Development 0620 on 18/6/20 the procurement timetable has now been amended in the updated Tender Document.

Clarification – Lot 5 Human Resource Services
A change has been made to the specification requirement for Lot 5 - Human Resource Services. The change is highlighted in the updated Tender Document.
07/07/2020 11:14
ADDED FILE: Clarification - ITT WCC Organisational Development 0620 (ITTWCC0620)
Updated Procurement Timetable

Clarification – Lot 5 Human Resource Services

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

pdf
pdf430.16 KB
This file may not be accessible.
pdf
pdf618.40 KB
This file may not be accessible.
docx
docx680.70 KB
This file may not be accessible.
pdf
pdf1.04 MB
This file may not be accessible.

Replaced documents

There are no previous versions of these documents.


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