Heritage Lottery Fund is using Delta eSourcing to run this tender exercise
Notice Summary |
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Title: | National Heritage Memorial Fund - Register of Support Services 2018 to 2022 - Business Development and Management Consultancy Services |
Notice type: | Contract Notice |
Authority: | Heritage Lottery Fund |
Nature of contract: | Services |
Procedure: | Negotiated |
Short Description: | Consultants must be appropriately qualified and experienced, willing to engage with applicants and grantees to guide them towards achieving best practice. Consultants must demonstrate continuous professional development through membership of an appropriate professional body and experience of working with clients from a range of different sectors. We are seeking to recruit up to 50 individuals who can work across the UK. Their experience should cover the following: •Governance - Includes strategic organisational change; environmental sustainability (non-capital elements e.g. new policy on greening) •Financial planning and management - Includes business planning; investment readiness (social investment) •Asset transfer - Includes Community businesses •Income generation - Includes fundraising from private sources; Marketing and PR; Trading and Licensing; Catering and venue hire |
Published: | 29/03/2017 10:56 |
View Full Notice
Section I: Contracting Authority
I.1) Name and addresses
National Heritage Memorial Fund
7 Holbein Place, null, London, SW1W 8NR, United Kingdom
Tel. +44 2075916023, Email: ROSS2018@hlf.org.uk
Contact: Yumna Zain
Main Address: www.hlf.org.uk
NUTS Code: UK
I.2) Joint procurement
The contract involves joint procurement: No.
In the case of joint procurement involving different countries, state applicable national procurement law: Not provided
The contract is awarded by a central purchasing body: Yes.
I.3) Communication
Access to the procurement documents is restricted. Further information can be obtained at: www.delta-esourcing.com
Additional information can be obtained from: the abovementioned address
Tenders or requests to participate must be sent electronically via www.delta-esourcing.com to the abovementioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
I.4) Type of the contracting authority
Ministry or any other national or federal authority, including their regional or local subdivisions
I.5) Main activity
Recreation, culture and religion
Section II: Object
II.1) Scope of the procurement
II.1.1) Title: National Heritage Memorial Fund - Register of Support Services 2018 to 2022 - Business Development and Management Consultancy Services
Reference Number: HLF/Finance/0195
II.1.2) Main CPV Code:
79000000 - Business services: law, marketing, consulting, recruitment, printing and security.
II.1.3) Type of contract: SERVICES
II.1.4) Short description: Consultants must be appropriately qualified and experienced, willing to engage with applicants and grantees to guide them towards achieving best practice.
Consultants must demonstrate continuous professional development through membership of an appropriate professional body and experience of working with clients from a range of different sectors.
We are seeking to recruit up to 50 individuals who can work across the UK.
Their experience should cover the following:
•Governance - Includes strategic organisational change; environmental sustainability (non-capital elements e.g. new policy on greening)
•Financial planning and management - Includes business planning; investment readiness (social investment)
•Asset transfer - Includes Community businesses
•Income generation - Includes fundraising from private sources; Marketing and PR; Trading and Licensing; Catering and venue hire
II.1.5) Estimated total value:
Value excluding VAT: 2,300,000
Currency: GBP
II.1.6) Information about lots:
This contract is divided into lots: No
II.2) Description
II.2.2) Additional CPV codes:
Not Provided
II.2.3) Place of performance:
UK UNITED KINGDOM
II.2.4) Description of procurement: Context
In order to provide maximum flexibility we intend to procure specialists, entitled Consultants, who must be available to assist in projects across the whole of the UK.
Consultants may be deployed across all of the key steps of our grant development, assessment and monitoring phases as noted below:
•Development
•First and/or second round application
•Delivery
•Post completion evaluation and review
Roles
The Consultants role on any individual case will be defined at the time of commissioning and will involve one or more of the following functions
A)Mentoring Projects :
•Facilitating grantees to identify and remove blockages to the development and/or delivery of their project.
•Using specialist knowledge and experience to support grantees to help develop and deliver their project’s vision
•Supporting grantees to undertake learning and development opportunities relevant to their project’s objectives
B)Monitoring Projects:
•Undertaking risk assessment (building on HLF analysis) and developing an agreed risk monitoring plan. Providing mentoring support to reduce risk(s) in accordance with risk monitoring plan
•Ensuring compliance with HLF requirements and reporting on progress against the project plan and project budget
•Providing expert advice on project management arrangements, procurement and cost and programme plans to support HLF decision making
• Evaluating projects and their impact on people, communities and heritage
C)Providing Expert Advice:
•Supporting HLF’s decision making process by commenting on aspects of a project application relevant to the Consultant’s area of expertise.
D)Projects that have completed but are still in contract may require further consultancy support in line with one of the three roles above.
Business Development and Management Consultancy specialist expertise and skills - As described in II.1.4 of this notice.
Mentoring expertise and skills
In addition to the specialist expertise described earlier, all Consultants must demonstrate skills and experience in Mentoring, namely the ability to:
•Use observing, listening and questions to understand the applicant/grantee’s situation and facilitate their thought processes
•Facilitate those involved with the project to identify solutions and actions
•Support the project to achieve its aims and high quality work
•Support the project to set goals and agree methods of measuring progress towards them
•Help the project to develop the competencies needed to take the project forward without developing a dependency on the Consultant
•Support the project to meet deadlines
•Support the project to adopt best practice or fitness for purpose
•Encourage a commitment to action and the development of lasting organisational growth and change.
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: 2,300,000
Currency: GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
Start: 01/04/2018 / End: 31/03/2022
This contract is subject to renewal: Yes
Description of renewals: We would normally re-tender but also reserve the right to extend for up to 24 months.
II.2.9) Information about the limits on the number of candidates to be invited:
Envisaged minimum number: 100
Objective criteria for choosing the limited number of candidates: All candidates who register an interest on Delta e-sourcing are invited to tender.
II.2.10) Information about variants:
Variants will be accepted: No
II.2.11) Information about options:
Options: No
Description of options: Not provided
II.2.12) Information about electronic catalogues:
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
II.2.13) Information about European Union funds:
The procurement is related to a project and/or programme financed by European Union funds: No
Identification of the project: Not provided
II.2.14) Additional information: Not provided
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:
Bidders must register via the electronic tender management portal, “Delta”, using the following link: https://www.delta-esourcing.com/
Bidders must click on the ”Supplier Register” button and complete the questionnaire to register. This will make their details available to HLF and other buyers who use Delta to manage their tenders.
Please register as a supplier by Wednesday 3 May.
Full details will be in the tender documents from the tender-box which will open on 08 May 2017. Login and use access code 5G6J8X3T84 on that day.
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Not Provided
Minimum level(s) of standards possibly required (if applicable) :
Not Provided
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Not Provided
Minimum level(s) of standards possibly required (if applicable) :
Not Provided
III.1.5) Information about reserved contracts (if applicable)
The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No
The execution of the contract is restricted to the framework of sheltered employment programmes: No
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
Reference to the relevant law, regulation or administrative provision:
Not Provided
III.2.2) Contract performance conditions
Bidders must register via the electronic tender management portal, “Delta”, using the following link: https://www.delta-esourcing.com/
Bidders must click on the ”Supplier Register” button and complete the questionnaire to register. This will make their details available to HLF and other buyers who use Delta to manage their tenders.
Please register as a supplier by Wednesday 3 May.
Full details will be in the tender documents from the tender-box which will open on 08 May 2017. Login and use access code 5G6J8X3T84 on that day.
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: Yes
Section IV: Procedure
IV.1) Description NEGOTIATED
IV.1.1) Type of 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: 50
In the case of framework agreements justification for any duration exceeding 4 years: Not Provided
IV.1.4) Information about reduction of the number of solutions or tenders during negotiation or dialogue: Yes.
IV.1.5) Information about negotiation: Yes.
IV.1.6) Information about electronic auction:
An electronic auction will be used: No
Additional information about electronic auction: Not provided
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:
Notice number in the OJ S: Not provided
IV.2.2) Time limit for receipt of tenders or requests to participate
Date: 03/05/2017 Time: 12:00
IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: 08/05/2017
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:
Until: 01/04/2018
Section VI: Complementary Information
VI.1) Information about recurrence
This is a recurrent procurement: Yes
Estimated timing for further notices to be published: April 2021 or April 2023
VI.2) Information about electronic workflows
Electronic ordering will be used Yes
Electronic invoicing will be accepted Yes
Electronic payment will be used Yes
VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-Business-services:-law%2C-marketing%2C-consulting%2C-recruitment%2C-printing-and-security./5G6J8X3T84
To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/5G6J8X3T84
VI.4) Procedures for review
VI.4.1) Review body:
National Heritage Memorial Fund
7 Holbein Place, null, London, SW1W 8NR, United Kingdom
Tel. +44 2075916023, Email: ROSS2018@hlf.org.uk
Internet address: www.hlf.org.uk
VI.4.2) Body responsible for mediation procedures:
National Heritage Memorial Fund
7 Holbein Place, null, London, SW1W 8NR, United Kingdom
Tel. +44 2075916023, Email: ROSS2018@hlf.org.uk
Internet address: www.hlf.org.uk
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
Making a complaint
We try to give the highest possible standard of customer service, but are aware that sometimes things may go wrong. If you are unhappy or dissatisfied with your contact with us, a grant application that you have made or a grant awarded to you by HLF or NHMF, please contact the office you first dealt with who will try to put things right. If you are unsure who to speak to, or if you do not want to speak to the person involved in your complaint, please contact the Customer Information team.
Find out more about our complaints procedure in the following leaflets:
•Download Making a complaint in England, Northern Ireland and Wales
•Download Making a complaint in Scotland
From https://www.hlf.org.uk/about-us/contact-us/customer-service#bottom
Making a complaint will not affect, in any way, the level of service you receive from us.
As part of our commitment to providing an open and transparent service we publish reports made by the Independent Complaints Reviewer (ICR) on stage three complaints on our website, but we will only do this with your permission. We also publish HLF's response to the ICR's recommendation.
VI.4.4) Service from which information about the lodging of appeals may be obtained:
National Heritage Memorial Fund
7 Holbein Place, null, London, SW1W 8NR, United Kingdom
Tel. +44 2075916023, Email: ROSS2018@hlf.org.uk
Internet address: www.hlf.org.uk
VI.5) Date Of Dispatch Of This Notice: 29/03/2017
Annex A