Tender for Electrical Contract for Energy Saving Works – PART A.

Invitation to Tender for the Provision of Lighting Replacement and other associated electrical works for energy saving project

Section 0 - Introduction and BackgroundThe Trust requires the undertaking of the services identified within this tender. The services are to be undertaken at the sites as identified within the Tender Documentation.

The tender document PART A comprises the following:

Section 1 Invitation to TenderSection 2 PreliminariesSection 3 Schedule

Appendices (tender return documents)

1.0 General1.1 Declaration1.2 Form of Tender1.3 Further Information in Support of the Tender1.3 Evidence of accreditations enclosed / attached2.0 Collusive Tendering Certificate3.0 Confidentiality Agreement4.0 Tender Evaluation5.0 Non-Price Mandatory Requirements6.0 Supplementary Tender Checklist

The tender document PART A is to be read in conjunction with any supporting documents, schedules, specifications, and any necessary allowances to achieve compliance with those documents must be included within the value submitted on the Form of Tender.

Section 1 – Invitation to Tender

1.0.1 Definitions

‘The Trust’ means Our Lady of Lourdes Catholic Multi-Academy Trust;‘The Employer’ means the Trust;‘Site’ and ‘Sites’ means the buildings including educational and administration establishments given in the Schedule;‘Properties’ and ‘Premises’ means the same as Sites;‘Agreement’ means this agreement as amended from time to time in accordance with clause 14.7.‘Appointed Service Contractor’ means the principal contractor or contractor(s) to whom the contract is awarded;‘Appointed Service Contractor’s operative(s)’ means any person employed (or otherwise retained) by the Appointed Contractor in the fulfilment of the Contract;‘Contract Administrator’ means the designated person identified by the Trust;

‘Default’ means one of more failures to carry out the services in accordance with the specification;‘Materials’ means all materials required under the contract to carry out the works to the specified standard(s);‘Specification’ means the description or specification of the Works provided by the Contract Administrator for each site as given in the Schedule;‘Schedule’ means the PART A, Section 3;‘Commencement Date’ means the date of the Agreement as enacted;‘Confidential Information’ means all secret or confidential commercial, financial and technical information, know-how, trade secrets, inventions, computer software and any other information in any form or medium, whether disclosed orally or in writing, together with all reproductions in any form or medium, and any part(s) of it;‘DPA’ means the Data Protection Act 1998 and any subordinate legislation made under the Act from time to time;‘EIR’ means the Environmental Information Regulations 2004, EC 517/2014 and any subordinate legislation made under the Act or regulation from time to time;‘FOIA’ means the Freedom of Information Act 2000, and any subordinate legislation made under the Act from time to time, together with any guidance and/or codes of practice issued by the Information Commissioner or relevant government department in relation to such legislation;‘Intellectual Property Rights’ means all patents, rights to inventions, utility models, copyright and related rights, trademarks, service marks, trade, business and domain names, rights in trade dress or get-up, rights in goodwill or to sue for passing off, unfair competition rights, rights in designs, rights in computer software, database right, topography rights, moral rights, rights in confidential information (including know-how and trade secrets) and any other intellectual property rights, in each case whether registered or unregistered and including all applications for and renewals or extensions of such rights, and all similar or equivalent rights or forms of protection in any part of the world;‘Work’ and ‘Works’ means the whole of the Works given in the Scope of Works and as set out in the Specification;‘DBS’ and ‘DBS Check’ means an enhanced disclosure and barring service certificate issued within the previous 36 calendar Months at the date and time that access to Sites is requested;means the works identified in clause 18 - the schedule;‘Normal Business Day’ means Monday, Tuesday, Wednesday, Thursday and Friday;‘Normal Business Hours’ means the hours between 7.30am and 4.00pm inclusive;‘Photographic Identification’ means a valid UK driving licence or Passport;‘Principal Designer’ means LSI Energy;‘Project Manager’ means the person jointly appointed by the Trust and LSI Energy to manage the project;‘Written Instruction’ means a written instruction to proceed with any works in addition to those explicitly stated in the schedule.

Tender and Contract Programme

1.3 The anticipated tender programme is as follows:

Date Stage5th June 2019 Tender Opens6th June 2019 Tender clarification and query period commences20th June 2019, Midday Tender clarification and query period ends

21st June 2019, Midday Tender Close (Return Date and Time)24th June 2019 Tender Evaluation24th June 2019 Contractor AppointmentDate TBC Pre-start MeetingDate TBC JCT Contract Issued25th July 2019 Site Mobilisation23rd August 2019 Practical Completion

On delivery of the tender, the contractor is to provide a delivery programme to highlight lead in, earliest commencement and completion dates.

Obligations to Tenderer and Tender Pricing Documents

1.4 Tenderers must ensure that they are fully familiar with the nature and extent of the obligations of the Instructions to Tenderers and Conditions of Tender, Tender and Pricing Document and be aware that the performance standards will be strictly enforced. The Tenderer will be deemed to have read, examined and accepted the Instructions to Tenderers, Tender and Pricing Document and the requirements contained therein prior to the submission of the Tender. It is the responsibility of Tenderers to obtain themselves, at their own expense, all information necessary for the preparation of their tender.1.5 This Invitation to tender is intended for the addressee only. If you intend using Sub-contractors to help fulfil the Contract, this must be clearly stated within your response.

Accuracy1.6 You are advised to check the accuracy of your Tender prior to submission.

Form of Submission1.7 Tenderers shall complete and return Appendix A Tender Summary Sheet (to be returned with tender).1.8 The Tender must be submitted duly signed. Any items for which you are unable to offer a price should be identified. Any other revisions to the Tender may invalidate the tender submitted.

Expenses/ Losses1.9 The Trust will not be responsible for payment of costs, expenses or losses which may be incurred by any Tenderer in the preparation and submission of their Tender, including site visits, attending pre or post contract presentations/ interviews or negotiations in connection therewith.

Format of Tender Submissions1.10 All tenders are to be returned to the Trust as detailed in section 1.34 of this document.1.11 The Trust cannot undertake to give consideration to any tender submitted otherwise, including telephone, email, and facsimile.1.12 The closing time and date for receipt of tenders is given in clause 1.3. Any tender submissions received after the closing date will be rejected. The contractor must ensure that they leave adequate time prior to the closing date to submit their response.1.13 Tenders not in accordance with these instructions will be rejected.1.14 Tender responses will not be opened until after the closing date for receipt of tenders has elapsed.1.15 No useful purpose is served by enquiring the result of competitive tendering – tenderers are notified as early as possible.

Unsuccessful Tenders

1.16 Notification of proposed award of contract will be given to all tenders during which time, unsuccessful tenderers may request a de-brief from The Trust in respect of their tender submission and evaluation itself.

Successful Tender1.17 An authorised representative of The Trust will notify the successful tenderer.

Invitation to Tender Material1.18 ITT material means information issued to the Tenderer by The Trust or on its behalf, or to which theTenderer has been given access, for the purposes of this ITT. ITT material remains the property of The Trust or other owners and is released solely for the purpose of tendering.1.19 Return of ITT Material: In the event that a recipient of ITT Material decides not to participate in the submission of a tender, the ITT Material shall be returned to its place of issue without delay. If a tender is submitted to The Trust, the ITT Material may be retained by the Tenderer until the result of the competition is known. In the event that the Tenderer’s bid is unsuccessful the ITT Material shall be returned to its place of issue without delay. This will not apply to written material as it is sent out electronically.1.20 Intellectual Property Rights in ITT Material: The Intellectual Property in ITT Material will belong to The Trust or a third party. The ITT Material may only be used for the purpose of responding to this ITT and shall not be copied, or disclosed to anyone other than employees of the Tenderer involved in the preparation of the tender, without the prior written approval of The Trust. The Trust or the third party owner may suffer damage for which compensation may be sought from a Tenderer, if the Tenderer discloses the ITT Material other than to employees involved in the tender preparation, or uses the ITT Material other than for the purpose of tendering.

Consultants, Contractors, Sub-Contractors and Suppliers1.21 It is the responsibility of Tenderers to provide proposed Sub-Contractors and Suppliers where applicable for all the technical and commercial information necessary to allow those potential Sub-Contractors and Suppliers to provide their proposals to the Tenderer. The Trust will not answer to any direct approach from such potential Sub-Contractors and Suppliers for details of any particular Invitation to Tender.1.22 Tenderers are required to submit with their tender a schedule of lead-in and construction times.

Errors in Tenders1.23 Tenderers will be given the opportunity to either stand by any genuine errors in their pricing or withdraw from the tendering process.

Confidentiality1.24 Tenderers are to note the following:a) They must not communicate any figures or other information indicating tender prices to any third party before the time set for the return of Tenders. (The only exception to this requirement is for the obtaining of insurance quotations, such information to be given in strict confidence).b) They must not obtain or try to obtain any information in connection with any other Tender before the time set for the return of Tenders.c) They must not make or discuss any arrangement with any third party regarding whether or not they should tender, or about their, or any other party’s Tender.d) They shall not, without any prior approval in writing, take, or authorise the taking of, any photographs of any project for use in publicity or advertising or publish alone, or in conjunction with others, any articles, photographs or other illustrations relating to any project or any part thereof, nor impart to any publication, journal, newspaper, film or any radio or television programme any information relating to any project.e) Tenderers are required to submit a signed ‘Declaration’ as provided for return with their tender.

Tender Queries

1.25 During the tender period all queries should be made via the following email address: tender@ololcatholicmat.co.uk1.26 All written tender queries will be endeavoured to be acknowledged within 3 working days.1.27 For the purposes of transparency and equality, copies of all requests for information or queries will be sent to all suppliers but will not identify the source of the enquiry.1.28 Tender queries received within three working days before return of tenders will not be answered.

Tender Information/ Revisions

1.29 At any time after the issue of the tender, The Trust reserves the right to issue changes to Tender Information/ requirements. Tenderers, when preparing their submissions, must, as with the information generated by Tender Queries and Responses take these changes into account in drawing up offer(s).1.30 No alterations or qualifications to any of the tender documents shall be made unless they have been agreed in writing by the Trust.1.31 The purpose of this Invitation to Tender is to elicit an unequivocal bona-fide tender which is capable of acceptance for the purpose of appointing a contractor.1.32 The Tenderer’s submission should not include any brochures or commercial information.

Tender Acceptance

1.33 The Trust does not bind itself to accept the lowest or any tender and may refuse to consider any tender which is incomplete or qualified in any way or not completed in strict accordance with the instructions contained within the tender documents.

1.33.1 Tender EvaluationThe award criteria for this tender will be based on the most economically advantageous tender in terms of the criteria below:

Criteria WeightingPricing 100%Ability to meet Non-price Mandatory Requirements PASS/FAIL

Pricing

This section will be evaluated on a best cost value. This section will be scored on a comparative basis with the lowest bid receiving 100% of the available marks (80% following weighting). All other Tenders will be compared against that lowest Tender and be awarded a mark (up to a maximum of 80% following weighting) using the following formula:

Tender Value Score1st Lowest 90% - 0%2nd Lowest 90% - 5%3rd Lowest 90% - 10%…etc.

Ability to meet Non-price Mandatory Requirements

This section will be objectively assessed on a PASS/FAIL basis by an evaluation panel including building professionals. All Mandatory Elements must be PASSed to proceed to Price Evaluation,

Tender Return Information

1.34 Tender returns must be sent direct to the Tender email address tenders@ololcatholicmat.co.uk

Section 2 – Preliminaries

EMPLOYER (CLIENT)Name: Our Lady of Lourdes Catholic Multi-Academy TrustAddress: Our Lady of Lourdes Catholic Multi-Academy Trust, Loxley House, First Floor West, Tottle Road, Riverside Business Park, Nottingham NG2 1RTContact: Mr D BurroughTelephone: 0115 851 54 54Email: d.burrough@ololctholicmat.co.uk

CONTRACT ADMINISTRATOR (CA)Name: Mr Dave BurroughAddress: Our Lady of Lourdes Catholic Multi-Academy Trust, Loxley House, First Floor West, Tottle Road, Riverside Business Park, Nottingham NG2 1RTTelephone: 0115 851 54 54Email: tenders@ololctholicmat.co.uk

PRINCIPAL DESIGNER (PD)Name: Mr Matt FulfordAddress: LSI Energy, Hastings House, 12 Park Industrial Estate, Park Street, Frogmore, St Albans, Herts, AL2 2DR

Telephone: 07971 787363Email: matt@lsienergy.comTelephone: TBAEmail: TBA

PROJECT MANAGER (PM)Name: Mr Matt FulfordAddress: LSI Energy, Hastings House, 12 Park Industrial Estate, Park Street, Frogmore, St Albans, Herts, AL2 2DRTelephone: 07971 787363Email: matt@lsienergy.com

EXECUTIONThe contract will be executed as a DEED.

CONTRACT TENDERING

SCOPEGeneral: These conditions are supplementary to those stated on the form of tender.

TENDERING PROCEDUREGeneral: In accordance with the requirements of THIS DOCUMENT.Arithmetical errors: Alternative 1 is dominant (stand by or withdraw).

EXCLUSIONSInability to tender: Immediately inform if any parts of the work as defined in the tender documents cannot be tendered.Relevant parts of the work: Define those parts, stating reasons for the inability to tender.

ACCEPTANCE OF TENDERAcceptance: No guarantee is offered that any tender will be recommended for acceptance or be accepted, or that reasons for non-acceptance will be given.Costs: No liability is accepted for any cost incurred in the preparation of any tender.

PERIOD OF VALIDITYPeriod: After submission or lodgement, keep tender open for consideration (unless previously withdrawn) for not less than 90 days. On appointment the tender price is accepted and may not be adjusted.Date for commencement: 25th July 2019

FORM OF CONTRACTThe works will be awarded using a JCT Minor Works (2016) form of contract.

INSURANCEThe works and the existing structures will be insured by the Employer in Joint Names (clause 5.4B) All bidders are to confirm within their tender returns that they can provide the following levels of insurance cover:

Employer’s (Compulsory) Liability Insurance = £5m Public Liability Insurance = £10mProfessional Indemnity Insurance = £5m

RETENTION

A 2.5% retention will be held for a defects period of 6 months following completion of the works.

CONTINGENCY

A 5% client contingency must be included on all tender returns

PAYMENT

No interim payments are envisaged. Works are scheduled to commence on 25th July 2019 and be completed by 23rd August 2019. Final payment (less retention) will be made upon completion of works.

Section 3 - Schedule

SCHEDULE OF WORK AND SPECIFICATION

IntroductionLSI Energy are project managing the installation of SEEF funded energy conservation measures at 5 schools within the Our Lady of Lourdes Catholic MAT.The Trust has secured funding to install LED lighting as other associated electrical works as detailed in the accompanying lighting schedule. Through this tender opportunity the School will directly appoint a provider to supply and fit new LED lighting and other associated electrical works.The conditions of the funding require that the successful bidder is able to supply and fit new LED lighting in line with the accompanying lighting schedule, specifically in terms of maximum power rating and lamp type, and in addition can complete and commission the installation within 9 months from the date of award. The MAT is seeking to have all works completed during the summer holiday period from 22nd July 2019 to 30th August 2019.

At this tender stage, we are requesting that bids are made against the accompanying schedule; the successful bidder will have the opportunity to visit site and discuss necessary changes to the schedule and provide more tailored advice if and where needed. A contingency of 5% should be included within the tender returns to allow for any final adjustments in the works once the successful bidder has the opportunity to attend site.

For the purposes of tender evaluation, new fittings are to be specified as opposed to new lamps utilised within existing fittings. Field wiring is to remain in situ. Electrical testing and certification is to be allowed for and included within the final price. It is expected that all tenderers will make an assumption that the pre-existing wiring is compliant with the latest electrical testing which is accepted.

ExperiencePlease provide details of two contracts that are relevant to the requirement of this tender, specifically detailing the following. The named contact provided should be willing to confirm the accuracy of the information detailed below.• Name of customer organisation• Point of contact in customer organisation• Position in customer organisation• Email address• Contract start and completion dates• Brief description of works• Contract value

Schedule of WorkSee attached

SpecificationSee schedule of work – all new fittings noted are to be considered as ‘or equal and approved’.

Location of WorksThe works are to be undertaken at the following five school sites:

1. All Saints Catholic Academy (Secondary)Broomhill Lane, MansfieldNG19 6BW

2. Our Lady of Perpetual Succour Catholic Primary AcademyPiccadilly, NottinghamNG6 9FN

3. St Teresa's Catholic Primary SchoolKingsbury Dr, NottinghamNG8 3EP

4. St Patrick's Catholic Voluntary Academy (Wilford)Coronation Ave, NottinghamNG11 7AB

5. St Augustine's Catholic Primary SchoolPark Avenue, Mapperley Road, Nottingham, NottinghamshireNG3 4JS

Scope of Works

The project is to include:

o Survey of all sites to agree and take ownership of the schedule of workso Undertaking lighting design including full lux plot on agreed rooms to be up to 20% of rooms on

scheduleo Site mobilisation – the beneficial use of the schools toilets, staff room for welfare facilities and hall

for storage of materials is allowed – suitable protection of existing surfaces should be allowed for. The Trust does not guarantee the security of materials and tools left at its sites whilst the Contractor is not in attendance

o The removal and safe disposal of all existing light fittings according to WEEE regulationso The removal of all packaging and other waste from site for recyclingo Suitable safe access for installing lights at height above 3mo All required management and supervision of the works to include:

Attendance at site survey by all applicable team members Attendance at pre-start meeting by contracts manager Attendance of contracts manager and site supervisor at fortnightly progress meetings Attendance of contracts manager and site supervisor at snagging inspection

o The provision of all materials and labour for the installation of new LED lighting as per scheduleo The provision of all materials and labour for the installation of new lighting control PIRs as per

scheduleo The provision of all materials and labour for the installation of timed fused spurs as per scheduleo The provision of all materials and labour for the testing, commissioning and certification of all

lights, PIRs and timers

o The provision of all materials and labour for the making good of any damage to ceiling tiles and the like during the works including replacement ceiling tiles when lights have been removed. The making good does NOT extend to any redecoration.

o The provision of all materials and labour to carry out a final clean of all areas used during workso The provision of all materials and labour for the production and delivery of O&M manuals in digital

format within 30 days of practical completion

Working Days and Times

The Contract will be fulfilled during normal business days and normal business hours.

Warranty

All LED lights and fittings must be supplied with a full 5-year parts and labour warranty.

All other works must be warrantied for 1 year minimum.

Tender Return DocumentsAppendix 1.0 General

Tender Format: Open TenderContract: Energy Project

Addresses: As per scheduleCommencement / Duration: 25th July 2019 / (5 Weeks) Practical Completion Friday 23rd August 2019.

Revision: A

Tender Close Date: 4th July 2019, MiddayReturn Tender to:

Tenders@ololcatholicmat.co.uk

Appendix 1.1 Declaration

Having examined carefully and understood the tender documents for this contract/service, I/We hereby submit my/our proposal to supply the goods/services subject to the terms and conditions set out in the tender, specification and other documents (if any) along with all appendices.

I/We wi l l keep our bid valid and open for acceptance by the Our Lady of Lourdes Catholic Multi Academy Trust until the expiry of 90 days from the last date for the receipt of tenders. I/We understand that you are not bound to accept the lowest or any tender you may receive and you will not pay any expenses incurred by us in connection with the preparation and submission of this tender.

I/We declare that to the best of my/our knowledge the responses submitted in this tender are a correct and true representation. I/We understand that the information will be used in the process to assess my/our organisation’s ability to deliver the stated requirements. I/We understand that the tender may be rejected if there is a failure to answer all relevant questions fully or if I/We provide false/misleading information. Unless and until a formal Contract is prepared and executed this Tender together with your written acceptance

thereof shall constitute a binding Contract between us.

Contractor Name:

Company Reg Number:

Company VAT Number:

Signed: Date:

Name of signatory:

Position of signatory:

Contractors Insurer:

Period of Cover From: To: Liability (£m) Public: Product:

Appendix 1.2 Form of Tender

For Electrical Contract for Energy Saving Works On Behalf of Our Lady of Lourdes Catholic Multi-Academy Trust.

I/we having read the Conditions of Contract and the specification and Drawings delivered to me/us or published via the Trust Public Tender Portal do hereby offer to execute and complete the whole of the works described for the following Fixed price Sum:

Contract Works: ........................................................................... (£...........................................)

(20% VAT £...........................................)

Project Contingency: FIVE THOUSAND POUNDS (£ 5,000.00 )

GRAND TOTAL: ............................................................................ (£...........................................)

I/We undertake in the event of your acceptance to execute with you a Form of Contract embodying all the conditions and terms contained in this offer.

I/We understand that this is a wholly bona-fide tender and the tender price will not be divulged to any person or body before the time for the submission of the tender.

I/We agree that the Employer will observe the general principles contained within JCT Practice Note 2017.

I/We undertake to complete the Works within the period stated in the specification.

I/We understand that this tender remains open for consideration for 60 days from the date fixed for submission of tenders.

Dated this......................... day of .....................................2019

Name of Contractor...................................................................................................................

Registered Office........................................................................................................................

........................................................................................................................

Signature of Contractor..............................................................................................................

Appendix 1.3 Further Information in Support of Tender

Please estimate lead time to site mobilisation following appointment

………………………………………………….. Weeks

Detail below your company accreditations and industry body memberships(please attach evidence to your tender return as appendix 7.0)

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Any other objective information that you may wish to share in support of your tender e.g. relevant experience.

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Appendix 2.0 Collusive Tendering Certificate

To: Finance Director, Our Lady of Lourdes Catholic Multi Academy Trust in response to Tender for the Electrical Contract for Energy Saving Works.

I/We declare that:

1. This is a bona fide tender, intended to be competitive, and that I/we have not fixed or adjusted the amount of the tender by or in accordance with any agreement or arrangement with any other person.

2. I/We have not done and I/we undertake that I/we will not do at any time before the hour and date specified for the return of this tender any of the following acts:

a. communicate to a person other than the person calling for those tenders the amount, or approximate amount of the proposed tender except where disclosure, in confidence, of the approximate amount of the tender was necessary to obtain premium quotations required for the preparation of the tender;

b. enter into any agreement or arrangement with any other persons that they shall refrain from tendering or as to the amount of any tender to be submitted;

c. offer or pay or give or agree to pay or give any sum of money or valuable consideration directly or indirectly to any person for doing or having done or causing or having caused to be done in relation to any other tender or proposed tender for the said work any act or thing of the sort described above. We acknowledge that if we, or anyone who acts on our behalf behaves improperly or commits an offence under the Prevention of Corruption Acts 1889-1916, Our Lady of Lourdes Catholic Multi Academy Trust or the Academy tendering for services may cancel the contract and recover all costs and losses.

In this certificate, the word ‘person’ includes any persons or anybody or associated, corporate or unincorporated, and ‘any agreement or arrangement’ includes any such transaction, formal or informal, and whether legally binding or not.

Signature ……………………………………………………… ………………………………………………………………

Position held ……………………………………………………………………………………………………..

Name and Address of Contractor ..…………………………………………………………………………………………

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Dated ………………………………………………………

Appendix 3.0 Confidentiality Agreement

Appendix 3: Confidentiality Agreement

To: Director of Estates and Facilities, Our Lady of Lourdes Catholic Multi Academy Trust in response to Tender for the Electrical Contract for Energy Saving Works.

I/We declare that:1. This agreement is made on the understanding that the disclosing party has, and will retain, all rights to the

documents and files that are subject to copyright and their trademarks, whether registered or not, and other intellectual property. Further the receiving party hereby agrees that all information, whether oral, written or otherwise communicated that is supplied by the disclosing party in the course of the project shall be treated as confidential.

2. The receiving party undertakes not to use the information for any purpose, other than for the purpose of working within the project specification, without obtaining the prior written agreement of the disclosing party.

3. This agreement applies to technical and commercial information, intellectual property, as well as goodwill and know-how contained within the disclosed information and supplementary or supporting data howsoever communicated between the parties.

4. This agreement does not apply either to any information that is in the public domain, nor to information which the receiving party can demonstrate was:

a. already lawfully in their possession prior to its disclosure by the other party, or;b. acquired without the direct or indirect involvement of the disclosing party.

5. On request from the other party either party shall return any documents or other information relating to this agreement. No unauthorised copies in any form are permitted to be retained.

6. Signature to this agreement does not create a licence, title or interest in respect of any intellectual property rights of the disclosing party.

7. After three years from the date of this agreement both parties shall be relieved of all obligations under this agreement.

In this confidentiality agreement, the word ‘person’ includes any persons or anybody or associated, corporate or unincorporated, and ‘any agreement or arrangement’ includes any such transaction, formal or informal, and whether legally binding or not.

Signature ……………………………………………………… ………………………………………………………………

Position held ……………………………………………………… ………………………………………………………………

Name and Address of Contractor ..…………………………………………………………………………………………

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Dated ………………………………………………………

Note to Organisation: Refusal to give this declaration and undertaking means that your tender will

not be considered.

Appendix 4.0 Tender Evaluation

The evaluation process will be conducted to ensure that Tenders are evaluated fairly to ascertain the most economically advantageous tender. Account will also be taken of any factors which may impact on the Tenderers suitability to fulfil this Contract.

ProcessThe evaluation process will be as follows:Stage 1 – Receipt and Opening

Submissions will have the seal formally removed and be verified after the deadline for submission has passed in accordance with Trust procurement procedures.

Stage 2 – Evaluation of Mandatory Requirements.

Tenderers will be expected to pass all elements of the Mandatory Criteria in order to proceed to the next phase of evaluation. If tenderers do not pass all elements of the Mandatory Criteria, their bid will be disqualified from the process and will not be evaluated further. Stage 4 - Evaluation of the Award Criteria for Technical and Commercial Requirements.Tenderers Response to the questions contained in this section along with pricing information will be evaluated against the criteria below:

4.1 AWARD CRITERIA

Criteria Weighting

Pricing 100%

Ability to meet Non-price Mandatory Requirements PASS/FAIL

Methodology on Evaluation of the Tender Document

The methodology given in table 4.2 below will be used for the evaluation of the award criteria unless otherwise specified within the response requirement.

4.2 EVALUATION METHODOLOGY

QUESTION RESPONSES MARKS

Exceeds the requirement. Exceptional demonstration by the Bidder of the relevant ability, understanding, experience, skills, resource & quality measures required to provide the supplies / services. Response identifies factors that will offer potential added value, with evidence to support the response.

PASS

Satisfies the requirement. Demonstration by the Bidder of the relevant ability, understanding, experience, skills, and resource and quality measures required to provide the supplies / services, with evidence to support the response.

PASS

Does not meet the requirement with little or no evidence to support the response to demonstrate that the Bidder has the ability, understanding, experience, skills, resource & quality measures required to provide the services.

FAIL

The question is not answered or the response is completely unacceptable. FAIL

Stage 3 – Price Evaluation

Price evaluation will be conducted using the CIPFA % difference model. The submitted price is compared using a % price difference model and then scored against using the weighted criteria. The % price difference model allocates the lowest price submission the highest score and the highest price the lowest score. The price % difference is scored on the % difference between the lowest price and the price submitted. Where a submitted price exceeds the lowest price submission by more than 100%, this will result in the tenderer being awarded a 0 for price. Tenderers should always provide their best possible proposal and answers for each individual criterion.

Tenderers should aim to give the evaluator confidence that they can deliver the proposed offer with features and benefits to The Trust. Under no circumstances include any marketing information, materials and/or handbooks with your bid unless specifically requested to do so. Award of Contract

The Trust will notify the successful Tenderer of the intention to award the contract in writing. At the same time, all unsuccessful Tenderers will be provided with an “unsuccessful letter” in writing, notifying them of the outcome of the evaluation exercise. This will include details of: the award criteria; the score of the Tenderer; the name of the successful Tenderer(s); the score for the successful Tenderer(s); the reason for appointing the successful Tenderer(s) including the characteristics and relative

advantages of the successful Tenderer(s).1.

Appendix 5.0 Non-Price Mandatory Requirements

MANDATORY REQUIREMENTS

Ref Requirement Insert (x) into the appropriate box

MR 1Please confirm that you can meet the SCHEDULE OF WORK AND SPECIFICATION

YES (PASS)

NO (FAIL)

MR 2

Please confirm that you can meet the Tender and Contract ProgrammeGiven in Section 1. Provide a delivery programme to highlight lead in, earliest commencement and completion dates.

Please confirm your acceptance of the Tender and

YES (PASS)

NO (FAIL)

MR 3

Prices tendered must include all costs and there must be no additional charges either quoted or added to invoices.Please confirm your acceptance.

YES (PASS)

NO (FAIL)

MR 4

All charges/prices must be expressed in pounds sterling and should be exclusive of VAT. Please note that all pricing information will form the basis of any resultant Contract.Please confirm your acceptance.

YES (PASS)

NO (FAIL)

MR 5Please confirm that your company is NIC Registered

YES (PASS)

NO (FAIL)

MR6

Construction Design management Regulations 2015: Please confirm that you have experience of working under CDM 2015 and that you will provide all relevant Risk AssessmentsPlease confirm your acceptance.

YES (PASS)

NO (FAIL)

MR 7

All Contractors staff working on site will have received Suitable and Sufficient Asbestos Awareness TrainingPlease confirm your acceptance.

YES (PASS)

NO (FAIL)

MR 8

Some schools may have children on site from time to time during the Contract Works for holiday clubs or other activities. Where this is the case, all Contractors staff working on site will hold an enhanced DBS check issued 36th Months prior to the anticipated Practical Completion date. DBS numbers and issue dates will be provided to the Trust on Company Headed paper. Each of the Contractors staff will produce photographic ID on demand on his/her visit to each site.

YES (PASS)

NO (FAIL)

MR 8The Trust reserves the right to reject any submissions where prices are deemed unsustainable.

YES (PASS)

Please confirm your acceptance. NO (FAIL)

Appendix 6.0 Supplementary Tender Checklist

Appendix Title YES NO

1.1 Declaration

1.2 Form of Tender

1.3 Further Information in Support of Tender

1.3 Evidence of accreditations enclosed / further Information

2.0 Collusive Tendering Certificate

3.0 Confidentiality Agreement

4.0 DO NOT RETURN APPENDIX 4.0

5.0 Non-Price Mandatory Requirements

6.0 THIS Supplementary Tender Checklist

7.0 Please attach evidence of company accreditations and industry body memberships.Label the attachment Appendix 7.0

8.0 Please attach delivery programme to highlight lead in, earliest commencement and completion dates as specified in MR 2.Label the attachment Appendix 8.0

Signature ……………………………………………………… ………………………………………………………………

Position held ……………………………………………………… ………………………………………………………………

Name and Address of Contractor ..………………………………………………………………………………………….

……………………………………………………… ………………………………………………………………

……………………………………………………… ………………………………………………………………

Dated ………………………………………………………

Thank you for taking part in this procurement exercise.

NOW RETURN YOUR TENDER AND ALL APPENDICESTO: tenders@ololcatholicmat.co.uk by the tender close date /

time of 21st June 2019, Midday.