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Notice Details

Title: School Support Service Solution.
Published by: Academies Enterprise Trust
Publication Date: 14/12/2013
Deadline Date: 17/01/2014
Deadline Time: 16:00:00
Notice Type: Contract Notice
Has Documents: No
Has ESPD: No
Abstract:

AET is seeking to establish a shared services vehicle to deliver all transactional, commercial and centre of excellence services to the AET Group in conjunction with a commercial provider.

For the avoidance of doubt, the AET Group includes: AET, its subsidiary companies, AET Solutions, London Academies Enterprise Trust, Unity City Academy, all existing academies and any new subsidiaries or schools added to the AET Group in the future.

AET requires expressions of interest from suitably qualified and experienced organisations to enter into an agreement to deliver the services to the AET Group.

The delivery of the services will be via the setting-up of a joint venture, which it is envisaged will be a Limited Liability Partnership ('LLP') or another appropriate corporate structure with a commercial provider ('Joint Venture Partner'). The joint venture will then contract with the AET Group to provide the services ('Services Contract').

The subject of this procurement is to select the Joint Venture Partner and the associated Services Contract. It is envisaged that the proposed joint venture, via the Services Contract and/or via third party contracts procured by the joint venture for the benefit of the AET Group, would deliver services relating to potentially all aspects of AET's business operations including, without limitation, in the following areas:

a. Transactional (including back office) services

— Finance - including accounting, audit, financial advice, business planning, procurement, contract and supply chain management, compliance, risk management and assurance services;

— Facilities management - including both hard and soft facilities management services;

— Human resources - including employee relations, payroll, policy development, reward and remuneration services, business change advice, equality and diversity advice, and selection and recruitment;

— Information and communications technology - including infrastructure services and learning technology support;

— Business intelligence - including infrastructure services and technology advice;

— Operations – including support in the development of transactional services through project management, risk management and continuous improvement; and

— Procurement – including purchasing and contract management.

b. Commercial

Commercial services will ensure the effective use of school funds and assets and wider consultancy and business development support. The commercial team will enable academies to identify external sources of revenue to support the delivery of education. This service would include consultancy and business development support. This service will also oversee the management of leisure facilities and community use.

c. Centre of excellence

Centre of excellence including a full range of educational support and advisory services. The service encompasses the school improvement services required to support every AET academy to achieve and sustain outstanding education. The services cannot replace the education of students within academies by teachers, but instead will support the delivery of education through challenge, monitoring and support.

It is proposed that services will be introduced in a phased manner with the early phases focusing on transactional services. The final approach will be determined as part of the negotiation stage of this procurement.

As part of its role as the Joint Venture Partner, the commercial provider will also be required to provide governance, project management, implementation, transition and exit services over the life of the joint venture. It will also be required to help identify new business opportunities that the joint venture may develop and/or tender for and to support any related bidding processes.

It is also envisaged that:

(i) the Joint Venture Partner will provide expertise to develop the infrastructure and p

CONTRACT NOTICE – OFFICIAL JOURNAL

Section I: Contracting Authority

I.1)

Name, Address and Contact Point(s)


Academies Enterprise Trust

Kilnfield House, Foundry Business Park, Station Approach

Hockley

SS5 4HS

UK

Vik Verma

+44 7826840561

poss@academiesenterprisetrust.org

+44 1702207605

http://www.academiesenterprisetrust.org


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I.2)

Type of contracting Authority and Main Activity or Activities

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School Academy Trust
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Yes

Section II: Object of the Contract

II.1)

Description

II.1.1)

Title attributed to the contract by the contracting authority

School Support Service Solution.

II.1.2(a))

Type of works contract

II.1.2(b))

Type of supplies contract

II.1.2(c))

Type of service contract

11

II.1.2)

Main site or location of works, place of delivery or performance

The services will be required throughout the United Kingdom.



UK

II.1.3)

This notice involves

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II.1.4)

Information on framework agreement (if applicable)

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Number of participants to the framework agreement envisaged

Duration of the framework agreement

Justification for a framework agreement the duration of which exceeds four years

Estimated total value of purchases for the entire duration of the framework agreement

Frequency and value of the contracts to be awarded

II.1.5)

Short description of the contract or purchase(s)

AET is seeking to establish a shared services vehicle to deliver all transactional, commercial and centre of excellence services to the AET Group in conjunction with a commercial provider.

For the avoidance of doubt, the AET Group includes: AET, its subsidiary companies, AET Solutions, London Academies Enterprise Trust, Unity City Academy, all existing academies and any new subsidiaries or schools added to the AET Group in the future.

AET requires expressions of interest from suitably qualified and experienced organisations to enter into an agreement to deliver the services to the AET Group.

The delivery of the services will be via the setting-up of a joint venture, which it is envisaged will be a Limited Liability Partnership ('LLP') or another appropriate corporate structure with a commercial provider ('Joint Venture Partner'). The joint venture will then contract with the AET Group to provide the services ('Services Contract').

The subject of this procurement is to select the Joint Venture Partner and the associated Services Contract. It is envisaged that the proposed joint venture, via the Services Contract and/or via third party contracts procured by the joint venture for the benefit of the AET Group, would deliver services relating to potentially all aspects of AET's business operations including, without limitation, in the following areas:

a. Transactional (including back office) services

— Finance - including accounting, audit, financial advice, business planning, procurement, contract and supply chain management, compliance, risk management and assurance services;

— Facilities management - including both hard and soft facilities management services;

— Human resources - including employee relations, payroll, policy development, reward and remuneration services, business change advice, equality and diversity advice, and selection and recruitment;

— Information and communications technology - including infrastructure services and learning technology support;

— Business intelligence - including infrastructure services and technology advice;

— Operations – including support in the development of transactional services through project management, risk management and continuous improvement; and

— Procurement – including purchasing and contract management.

b. Commercial

Commercial services will ensure the effective use of school funds and assets and wider consultancy and business development support. The commercial team will enable academies to identify external sources of revenue to support the delivery of education. This service would include consultancy and business development support. This service will also oversee the management of leisure facilities and community use.

c. Centre of excellence

Centre of excellence including a full range of educational support and advisory services. The service encompasses the school improvement services required to support every AET academy to achieve and sustain outstanding education. The services cannot replace the education of students within academies by teachers, but instead will support the delivery of education through challenge, monitoring and support.

It is proposed that services will be introduced in a phased manner with the early phases focusing on transactional services. The final approach will be determined as part of the negotiation stage of this procurement.

As part of its role as the Joint Venture Partner, the commercial provider will also be required to provide governance, project management, implementation, transition and exit services over the life of the joint venture. It will also be required to help identify new business opportunities that the joint venture may develop and/or tender for and to support any related bidding processes.

It is also envisaged that:

(i) the Joint Venture Partner will provide expertise to develop the infrastructure and processes to provide the services;

(ii) the Joint Venture Partner will be required to identify investment opportunities related to AET's business operations and, if required, to provide such investment itself and/or secure appropriate third party funding; and

(iii) the joint venture will inherit various legacy contracts, relevant staff and relevant assets from the AET Group as determined through this procurement.

Initially the joint venture vehicle will supply services exclusively to the AET Group but may, in the future, provide services to other education providers. The joint venture vehicle will provide significant parts of the services itself, but may also subcontract or procure other third parties to provide certain services as agreed in any relevant contract documentation that will be agreed between the parties.

Currently, transactional (including back office), commercial and centre of excellence (educational support and advisory) services are provided either by the AET Group or are outsourced to third party providers via services contracts. It is envisaged that the joint venture company will manage these contracts within its scope and/or itself deliver these services.

The aim of the joint venture will be to consolidate services within the scope of the Requirements across the AET Group. The venture will ensure value for money through continuous improvement across the AET Group can be achieved whilst still providing a world-class service to our academies. The successful venture will enable AET to continue to deliver outstanding educational outcomes for our students.

II.1.6)

Common Procurement Vocabulary (CPV)

79400000
79000000
60000000
79210000
72222300
79631000
79993000
79418000
79200000
79211000
79414000
79211110
79993100
98000000
79310000
79311410
79413000
80410000
85311300
85312320
79300000
79342000
79634000
80310000
85312300
80500000
92000000
79311400
79411100
80000000
80340000
80510000
79410000
79411000
75200000
79312000
85312310
80511000
80570000

II.1.7)

Contract covered by the Government Procurement Agreement (GPA)

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II.1.8)

Division into lots

No

II.1.9)

Will variants be accepted

Yes

II.2)

Quantity or Scope of the Contract

II.2.1)

Total quantity or scope

Details of the scope of the project are already given at section II.1.5 above. An estimate is given below relating to the project in terms of its potential value in GBP including all options. This is an estimate only and the actual contract value over the life of the contract may be more or less than this estimate depending on the tenders received and the options exercised (if any).

200 000 000400 000 000
GBP

II.2.2)

Options

The Services Contract (as defined in Section II.1.5) will be for an initial period of 7 years with options (to be exercisable under the Services Contract) to extend the Services Contract for a period or periods up to a further 3 years depending on business needs. The joint venture may continue beyond the duration of the Services Contract subject to AET's procurement strategy in relation to any re-competition of the Services Contract.

Provisional timetable for recourse to these options

Number of possible renewals

In the case of renewable supplies or service contracts, estimated time frame for subsequent contracts

II.3)

Duration of the contract or limit for completion

120

Section III: Legal, Economic, Financial and Technical Information

III.1)

Conditions Relating to the Contract

III.1.1)

Deposits and guarantees required

If it is considered appropriate by the contracting authority, an indemnity, guarantee, bond or other form of appropriate security may be required.

III.1.2)

Main Terms of financing and payment and/or reference to the relevant provisions

As contained within the tender documents.

III.1.3)

Legal form to be taken by the grouping of suppliers, contractors or service providers to whom the contract is to be awarded

The contracting authority reserves the right to require groupings of economic operators to take a particular legal form or to require a single economic operator to take primary liability for a contract to be performed by a group of economic operators or to require each party to undertake joint and several liability in respect of the entire contract irrespective of the form the grouping takes.

III.1.4)

Other particular conditions to which the performance of the contract is subject

As contained in the tender documents.

III.2)

Conditions for Participation

III.2.1)

Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers


In accordance with Articles 45 and 46 of Directive 2004/18/EC and Regulation 23 of the Public Contracts Regulations 2006, as set out in the Pre-Qualification Questionnaire available from the address in section I.1.

III.2.2)

Economic and financial capacity


In accordance with Article 47 of Directive 2004/18/EC and Regulation 24 of the Public Contracts Regulations 2006, as set out in the Pre-Qualification Questionnaire available from the address specified in Section I.1.



As set out in the Pre-Qualification Questionnaire.


III.2.3)

Technical capacity


In accordance with Article 48 of Directive 2004/18/EC and Regulation 25 of the Public Contracts Regulations 2006, as set out in the Pre-Qualification Questionnaire.



As set out in the Pre-Qualification Questionnaire.


III.2.4)

Reserved contracts

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III.3)

Conditions Specific to Service Contracts

III.3.1)

Is provision of the service reserved to a specific profession?

No

III.3.2)

Will legal entities be required to state the names and professional qualifications of the personnel responsible for the execution of the service?

Yes

Section IV: Procedure

IV.1)

Type of Procedure


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Justification for the choice of accelerated procedure

IV.1.1)

Have candidates already been selected?

No

IV.1.2)

Limitations on the number of operators who will be invited to tender or to participate

3

Objective criteria for choosing the limited number of candidates

As set out in the Pre-Qualification Questionnaire available from the address in section I.1.

IV.1.3)

Reduction of the number of operators during the negotiation or dialogue

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IV.2)

Award Criteria

No


Yes

No

IV.2.2)

An electronic auction will be used

No

IV.3 Administrative Information

IV.3.1)

Reference number attributed to the notice by the contracting authority

POSS1213

IV.3.2)

Previous publication(s) concerning the same contract

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Other previous publications

IV.3.3)

Conditions for obtaining specifications and additional documents



 


IV.3.4)

Time-limit for receipt of tenders or requests to participate

 17-01-2014  16:00

IV.3.5)

Date of dispatch of invitations to tender or to participate to selected candidates

 05-02-2014

IV.3.6)

Language or languages in which tenders or requests to participate can be drawn up

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IV.3.7)

Minimum time frame during which the tenderer must maintain the tender 

IV.3.8)

Conditions for opening tenders





Section VI: Other Information

VI.1)

Indicate whether this procurement is a recurrent one and the Estimated timing for further notices to be published


VI.2)

Does the contract relate to a Project/Programme financed by Community Funds?

No



VI.3)

Additional Information

Section I.4) Reference in this section to the contracting authority purchasing on behalf of other contract authorities is a reference to the fact that the arrangements are being put in place for the benefit of the AET Group, which includes AET, its subsidiary companies, AET Solutions, London Academies Enterprise Trust, Unity City Academy, all their existing academy schools and any new subsidiaries or schools added to the group in the future.

Section II.1.9): Reference in this section to variant bids is a reference to proposed solutions under the negotiated procedure. AET may permit those bidders invited to negotiate to propose and/or submit bids for more than one solution. Where this is permitted, the requirements for any additional solutions will be set out in the invitation to negotiate.

Section II.2.1) The value range specified is an estimate and indicative only. Since the full extent of the services required will only emerge as the contract progresses, and necessary services are identified, the final contract value may fall above or below this value range. The upper figure also includes the potential options detailed in Section II.2.2.

Section II.2.2) and II.3): The Services Contract (as defined in Section II.1.5) will be for an initial period of seven years with options (to be exercisable under the Services Contract) to extend the Services Contract for a period or periods up to a further three years depending on business needs giving a total term of 10 years. The joint venture may continue beyond the duration of the Services Contract subject to AET's procurement strategy in relation to any re-competition of the Services Contract.

Section III.3.2): The requirements in relation to the names, professional qualifications and experience of the staff responsible for the execution of the services will be as set out in the Pre-Qualification Questionnaire, which is available from the address specified in section I.1.

Section IV.1.2): The minimum number relates to the number to be invited to negotiate. AET reserves the right to invite less than 3 bidders to negotiate should there be less than 3 bidders interested and pre-qualified.

Section IV.3.4): Requests to participate must be made by completing and returning a Pre-Qualification Questionnaire by the date and time (which refers to GMT) specified in section IV.3.4 and in accordance with the instructions set out in the Pre-Qualification Questionnaire. Completed Pre-Qualification Questionnaires submitted after the deadline may not be considered. The Pre-Qualification Questionnaire will be made available to potential providers who have registered their interest via the email address set out at section I.1.

Section IV.3.5): The date for issue of invitation to negotiate documents is provisional and may be subject to change.

Right to Cancel: AET reserves the right to discontinue the procurement process at any time, which shall include the right not to award a contract, and does not bind itself to accept the lowest tender, or any tender received, and reserves the right to award the contract in part, or to call for new tenders should it consider this necessary.

AET shall not be liable for any costs or expenses incurred by any candidate or tenderer in connection with the completion and return of the information requested in this Contract Notice, or in the completion or submission of any tender, irrespective of the outcome of the competition or if the competition is cancelled or postponed.

All dates, time periods and values specified in this notice are provisional and AET reserves the right to change these.

Small and medium enterprises (SMEs): AET is keen to encourage the involvement of SMEs and supplier diversity and is therefore willing to consider options and approaches which provide opportunities for supplier diversity within bidders' supply chains.

Transparency: AET is subject to the Freedom of Information Act 2000 (FOIA) and the Environmental Information Regulations 2004 (EIR) and may be required to disclose information received in the course of this procurement under FOIA or the EIR. In addition, and in accordance with the UK Government's policies on transparency, AET intends to publish procurement documentation and the text of any resulting contractual arrangements, subject to possible redactions at the discretion of AET. Any redactions, whether in relation to information requests under FOIA, the EIR or policies on transparency will be in accordance with those grounds prescribed under the Freedom of Information Act 2000 and the Environmental Information Regulations 2004. Further information on transparency can be found at: https://www.gov.uk/government/publications/procurement-and-contracting-transparency-requirements-guidance

VI.4)

Procedures for appeal

VI.4.1)

Body responsible for appeal procedures


As specified in section I.1 and the address/URL details remain the same.








Body responsible for mediation procedures










VI.4.2)

Lodging of appeals

AET will incorporate a standstill period at the point information on the award of the contract is communicated to tenderers. That notification will provide full information on the award decision. The standstill period, which will be for a minimum of 10 calendar days, provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into.

Part 9 of the Public Contracts Regulations 2006 (SI 2006 No 5) (as amended) provides for aggrieved parties who have been harmed or are at risk of harm by a breach of the Regulations to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought within the applicable limitation periods.

VI.4.3)

Service from which information about the lodging of appeals may be obtained










VI.5)

Dispatch date of this Notice

 12-12-2013

Information added to the notice since publication.

Additional information added to the notice since it's publication.
No further information has been uploaded.
Main Contact: poss@academiesenterprisetrust.org
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
79210000Accounting and auditing servicesAccounting, auditing and fiscal services
79211000Accounting servicesAccounting and auditing services
79200000Accounting, auditing and fiscal servicesBusiness services: law, marketing, consulting, recruitment, printing and security
79993000Building and facilities management servicesMiscellaneous business-related services
79400000Business and management consultancy and related servicesBusiness services: law, marketing, consulting, recruitment, printing and security
79410000Business and management consultancy servicesBusiness and management consultancy and related services
79411100Business development consultancy servicesGeneral management consultancy services
79000000Business services: law, marketing, consulting, recruitment, printing and securityConstruction and Real Estate
79634000Career guidance servicesPersonnel services except placement and supply services
85312320Counselling servicesSocial work services without accommodation
79311410Economic impact assessmentSurvey services
79311400Economic research servicesSurvey services
80000000Education and training servicesEducation
79993100Facilities management servicesBuilding and facilities management services
79411000General management consultancy servicesBusiness and management consultancy services
85312300Guidance and counselling servicesSocial work services without accommodation
85312310Guidance servicesSocial work services without accommodation
79414000Human resources management consultancy servicesBusiness and management consultancy services
72222300Information technology servicesInformation systems or technology strategic review and planning services
79300000Market and economic research; polling and statisticsBusiness services: law, marketing, consulting, recruitment, printing and security
79310000Market research servicesMarket and economic research; polling and statistics
79413000Marketing management consultancy servicesBusiness and management consultancy services
79342000Marketing servicesAdvertising and marketing services
79312000Market-testing servicesMarket research services
98000000Other community, social and personal servicesOther Services
79211110Payroll management servicesAccounting services
80570000Personal development training servicesTraining services
79631000Personnel and payroll servicesPersonnel services except placement and supply services
79418000Procurement consultancy servicesBusiness and management consultancy services
75200000Provision of services to the communityAdministration, defence and social security services
92000000Recreational, cultural and sporting servicesOther Services
80340000Special education servicesHigher education services
80510000Specialist training servicesTraining services
80511000Staff training servicesSpecialist training services
80500000Training servicesEducation and training services
60000000Transport services (excl. Waste transport)Transport and Related Services
80410000Various school servicesAdult and other education services
85311300Welfare services for children and young peopleSocial work services with accommodation
80310000Youth education servicesHigher education services

Delivery Locations

Delivery Locations
IDDescription
100UK - All

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