Notice: Invitation to tender, construction contract … Invitation to tender, construction contract...

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Notice: Invitation to tender, construction contract The Biscuit Box: Contract for building and refurbishment Page 1 of 33 Contracting Company: Tyne Moulds and Machinery Ltd Project Title: The Biscuit Box, Stoddart St, Newcastle Upon Tyne, Date Published: 8 th August 2013 Deadline date: 9 th September 2013 1200 hours midday A construction contract is sought for the following project;- Refurbishment of an existing vacant three storey building, the former SWS House on Stoddart St, to be renamed the Biscuit Box, into studios, office space and music rehearsal rooms The project will include a new build, small extension to the rear of the property and associated external works and new M&E services. The building is approx 2, 000 sq m in size. An application has been made to the European Regional Development Fund for co finance towards this project. The project and contract is subject to the applicable terms and conditions of the ERDF. 1. Contracting Company Tyne Moulds & Machinery Ltd, Warwick Street, Newcastle. NE2 1BB 2. Construction Contract A contractor is sought to carry out the refurbishment of this existing three storey building including a new build, small extension to the rear of the property and associated external works and new M&E services. The 3 storey 1970’s building, the former SWS House, has a large walled yard to the rear. A modern car park at the front of the building onto Stoddart St is part of the site but no works are proposed for it. The building has been vacant for approximately 10 years. The conversion works will create 50 studios and upgrade infrastructure and services. The tender issued in June that closed on the 15 th of July did not generate sufficient number of quality tenders and so this is a retendering. Those companies that have already tendered will be evaluated when this retendering is complete. For the avoidance of doubt there are no changes to the specifications or programme of the scheme. 3. Scope The works consist of (but not exclusively) the following; Demolitions, Excavations and foundations, New floors, Brick and Block work, Drainage, Roof works,

Transcript of Notice: Invitation to tender, construction contract … Invitation to tender, construction contract...

Page 1: Notice: Invitation to tender, construction contract … Invitation to tender, construction contract The Biscuit Box: Contract for building and refurbishment Page 2 of 33 Joinery works,

Notice: Invitation to tender, construction contract The Biscuit Box: Contract for building and refurbishment

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Contracting Company: Tyne Moulds and Machinery Ltd

Project Title: The Biscuit Box, Stoddart St, Newcastle Upon Tyne,

Date Published: 8th August 2013

Deadline date: 9th September 2013 1200 hours midday

A construction contract is sought for the following project;-

Refurbishment of an existing vacant three storey building, the former SWS

House on Stoddart St, to be renamed the Biscuit Box, into studios, office space

and music rehearsal rooms The project will include a new build, small extension

to the rear of the property and associated external works and new M&E services.

The building is approx 2, 000 sq m in size.

An application has been made to the European Regional Development Fund for

co finance towards this project. The project and contract is subject to the

applicable terms and conditions of the ERDF.

1. Contracting Company

Tyne Moulds & Machinery Ltd, Warwick Street, Newcastle. NE2 1BB

2. Construction Contract

A contractor is sought to carry out the refurbishment of this existing three storey building

including a new build, small extension to the rear of the property and associated external

works and new M&E services. The 3 storey 1970’s building, the former SWS House, has a

large walled yard to the rear. A modern car park at the front of the building onto Stoddart St is

part of the site but no works are proposed for it. The building has been vacant for

approximately 10 years. The conversion works will create 50 studios and upgrade

infrastructure and services.

The tender issued in June that closed on the 15th of July did not generate sufficient

number of quality tenders and so this is a retendering. Those companies that have

already tendered will be evaluated when this retendering is complete. For the

avoidance of doubt there are no changes to the specifications or programme of the

scheme.

3. Scope

The works consist of (but not exclusively) the following;

Demolitions,

Excavations and foundations,

New floors,

Brick and Block work,

Drainage,

Roof works,

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Joinery works,

M&E services,

Finishes, fittings, equipment,

External works.

The development to achieve BREEAM Good standard

4. Conditions of participation

Participants are to be of a technical, professional capacity and competence required to

fulfil the contract.

Evidence that the Contractor is financially sound will be required.

The Contractor is to provide a history of the company and evidence of completion of

similar projects. The contractor to confirm they will enter into the form of appointment

and warranty agreements.

The Contractor is also to provide evidence of Quality and Management systems and

Health and Safety Policy and any other accreditations.

5. Selection and Award Criteria

Tender submissions will be assessed upon the following:

Selection criteria:

The following aspects will be assessed as pass/fail:

discretionary grounds for exclusion

financial standing

insurance

quality assurance

health and safety

equality and diversity

environmental management

disputes and contract performance

In addition, technical ability based on skills, efficiency, experience and reliability will be

scored.

A shortlist of a maximum of 8 companies which have passed the above criteria will be drawn

up as part of the evaluation process.

The submissions of the shortlisted companies will then be assessed using the following award

criteria:

Award Criteria:

Method statement (40%)

Price (60%)

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6. Submission requirements

Tenderers are asked to provide 1 hard copy and 1 electronic copy of their proposals. These

should be no longer than 15 pages exclusive of appendices and be structured into two

sections (S. 1: Selection and S.2: Award) and in so doing include:

1. Details of the experience, and technical ability of the company and of relevant staff in

carrying out similar or related projects including case studies.

Evidence of

2. Current financial soundness:

3. Professional/technical ability to carry out the project

4. Proposed approach to quality assurance

5. Proposed approach to Environmental standards and issues

6. Proposed approach to equal opportunities

7. Proposed approach to health and safety

8. Email, postal and telephone contact details of two referees who can be contacted

directly

Methodology and approach

1. A statement that demonstrates a clear understanding of the scope of the project

including identification of the critical issues necessary for the successful completion

of the project,

2. A methodology for completing the project including identifying outstanding

information required from the client

3. A project plan outlining how you will undertake the project, including clearly defined

milestones and timeframes,

4. Details of proposed procurement project management arrangements, quality

assurance and appropriate contingency plans

1. Price structured and framed and contingent in accordance with the schedule of

works

6. Timescale and deadlines

Submission deadline: 9th September 2013 1200 hours midday

The indicative headline dates for the project programme are:

Appointment of contractor September 2013

Mobilisation period 2 week during early October 2013

Possession October 2013.

Start date October 2013.

Contract period 32 weeks.

RFI and clarifications can be requested by email to [email protected]

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TENDER SPECIFICATION

1 INTRODUCTION

1.1 Tyne Moulds

1.1.1 Tyne Moulds has established the Biscuit brand of cultural and artistic businesses and

venues. This contract will provide for the establishment of an additional venue and facility.

2 BACKGROUND

2.1 Project Information 2.1.1 Tyne Moulds is seeking to appoint a principal contractor to deliver the redevelopment

of the Biscuit Box scheme. 2.1.2 The principal contractor is tasked to take the scheme from stage F – to stage L, in

accordance with RIBA Plan of Works 2.1.3 The scheme consists, but is not limited to, building conversion including elements of

new build, utility diversions/management, primary utility infrastructure installation, highway improvements and landscaping.

2.1.4 The scheme may be let in part, and is valued at circa £700k. 2.1.5 The contract will be delivered using the JCT 2005 Design and Build contract with

amendments.

2.2 Ouseburn 2.2.1 The Ouseburn area is identified within 1NG’s Economic Masterplan as a key

opportunity, with potential to form part of a ‘cultural axis’, linking it with the creative areas in the universities and colleges of Newcastle and Gateshead.

2.2.2 The Lower Ouseburn Valley, 1.5 miles to the east of Newcastle’s City Centre, has received significant public investment over recent years. The vision for the area is to create a sustainable urban village in this unique riverside location, by preserving the best heritage features, connecting to the diverse natural environment, creating a stable mixed residential community with services and leisure opportunities and attracting a wide range of businesses, especially those related to creative, innovative, multi-media and cultural activities.

2.3 The Biscuit Box 2.3.1 The former SWS House is located on a larger plot of land between Stoddart St, Boyd

St, Bermondsey St and Union St adjacent to The Biscuit Factory and the former Evening Chronicle garage, currently being converted into the Biscuit Rooms, both owned by Tyne Moulds. It is a 1970’s building, vacant for 10 years and is currently a 3 storey shell.

2.3.2 The aim is for the building to provide studios, offices and rehearsal rooms for those in the creative industries sector.

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3 SPECIFICATION OF REQUIREMENTS 3.1 The site is a rectangular shaped plot of approximately 0.4 hectares site comprising a

derelict factory building with a large yard to the rear, The site is bounded by Union St to the south, Stoddart Street to the west, Bermondsey St to the north and Boyd St to the east.

3.2 The building GFA is to be approximately 2,000 m² split over three floor plates. Also included are car parking and landscaping works to the yard area, construction of new pedestrian entrance from Bermondsey St. A contractual requirement is for the principal contractor to provide the necessary evidence to the clients assessor sufficient for the building to achieve a minimum rating of BREEAM ‘Good’.

3.3 The project work scope is as set out in the schedule of works

4 CLIENT TEAM 4.1 TM is the procuring organisation, and has procured separately employers agent,

CDMC and Quantity Surveying Services. These services will not be novated to the contractor following appointment and will remain as part of the client team. Ethical partnership has been appointed as employers agent, ARCTERRA as CDMC and ALC as Quantity Surveyor

5 CONTRACTUAL ARRANGEMENTS 5.1 Tyne Moulds will contract directly with the preferred Principal Contractor. 5.2 Contract Term will include provision for a period of post completion remedial works as

may be required 5.2.1 There are no funding restrictions that limit the programme of construction works are

The works are to be completed within 32 calendar weeks from the date of

possession.

5.3 Tyne Moulds will provide a nominated point of contact for the principal contractor 5.3.1 Tyne moulds Ltd will be the client body for this commission

5.4 Funding 5.4.1 Funding has been allocated to the project by TM with support from the ERDF. 5.5 Terms and conditions 5.5.1 The Contract is to be awarded by TM in accordance with the terms and conditions set

out in the Employers Requirements. 5.5.2 Tendering parties are required to complete, as part of their tender submission, the

attached terms and conditions. “No comment” will be deemed acceptance of the terms proposed.

6 QUALITY ASSURANCE and PAYMENT ARRANGEMENTS 6.1 Tenderers should describe their procedures for quality assuring their work. 6.2 Funding will be committed by TM and managed through TM.

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6.3 The Contractor will be paid in accordance with the JCT Design and Build Contract (DB), 2005 Edition, Revision 2 2009 as modified by the Employer’s amendments detailed in Appendix II of the Employers Requirements.

7 Selection /Pre Qualifying Questionnaire

Evaluation and Shortlisting In assessing the answers to the questions as set out in the attached questionnaire, TM will be seeking evidence of the Potential Provider’s suitability to perform the services in terms of economic and financial standing, technical and professional ability. Qualification criteria will be a combination of both financial and non-financial factors and will take account of Regulations 23 to 26 of the Public Contract Regulations 2006. 7.1 The evaluation at this stage will be made against the criteria and minimum standards

as set out below. 7.2 Bidders will be invited to tender where they have satisfied the TM’s minimum

standards – being a score of 60% or more on the technical questionnaire and achieving a pass mark in the other areas. Where there is a sufficient number of bidders suitable to be selected to be invited to tender, no less than 5 who satisfy the minimum standards will be selected. If more than 5 bidders meet the minimum standard, it is envisaged that 8 bidders achieving the highest score will be taken to award Stage.

7.3 In the event that more than one bidder shares the same score within the eight

highest scores, only the eight highest scoring tenderers will be taken forward to the award stage.

7.4 Economic and Financial Standing (Sections 2-9 of the technical questionnaire

including the mandatory exclusions and ineligibility e.g. insolvency, grave business misconduct). The sections will be evaluated as follows:

7.4.1 Mandatory Exclusion (Section 2.1) will be evaluated on a pass/fail basis.

i. Discretionary Grounds for Exclusion (Section 2.2) will be evaluated

on a pass/fail basis.

ii. The Financial Standing (Section 3) of the bidding organisation will be assessed following a financial appraisal of the information submitted as required in section 3 of the questionnaire and any publicly available information. Where the outcome resulting from the financial appraisal is not satisfactory and there is a degree of risk in the financial standing of the bidder TM will seek to obtain financial assurance from bidders through a Parent Company Guarantee or Performance Bond. Where financial assurance cannot be provided, TM may fail a supplier.

iii. Insurance (Section 4) will be evaluated on a pass/fail basis. Levels

of cover in relation to Professional Indemnity will be agreed at the ITT stage as part of the contract conditions.

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a. Professional Indemnity £5m b. Public Liability £20m c. Employers Liability £15m

NB Where a supplier does not carry the required level of cover at the time of submitting they can confirm through the declaration that the required levels of cover will be put in place prior to the award of any contract.

iv. Quality Assurance (Section 5) will be evaluated on a pass/fail basis.

To achieve a pass mark, bidders must comply with the relevant standard.

v. Health & Safety (Section 6) will be evaluated on a pass/fail basis.

To achieve a pass mark, bidders must comply with the relevant legislation as set out in the online Technical Questionnaire.

vi. Equality & Diversity (Section 7) will be evaluated on a pass/fail

basis. To achieve a pass mark, bidders must comply with the relevant legislation as set out in the online Technical Questionnaire.

vii. Environmental Management (Section 8) will be evaluated on a

pass/fail basis. To achieve a pass mark, bidders must have an appropriate policy in place.

viii. Disputes and Contract Performance (Section 9) will be evaluated on

a pass/fail basis.

7.4.2 Technical ability based upon skills, efficiency, experience and reliability against the Contract Needs as set out in section 3 herein.

i. Basic technical ability & References and Business Activities will be

evaluated against the questions as set out in the online technical questionnaire (Section 10). The evaluation will reference the Contract Needs and Requirements as set out within this document based upon skills, efficiency, experience and reliability from the information provided in your three uploaded examples.

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Technical

Questionnaire

ref:

Technical Question Allocated

Max Score

Methodology

10.1 What are the main business

activities of your organisation?

Not Scored This is required to provide context to the technical response. It will

not be scored.

10.2 How many staff does your

organisation have? Not Scored This is required to provide context to the technical response. It will

not be scored.

Competence

10.4.1 Please give a statement of the staff

or technical resource services who

will be responsible for undertaking

this contract setting out their

relevant experience over the past

three years as well as educational

and professional qualifications

including those responsible for

quality control/assurance.

10% Lower quartile 0 ≥ 25

Inadequate identification of resources required for Contract Notice.

Limited information provided which does not demonstrate capability

to any extent.

2nd quartile : 26 ≥ 50

Breakdown of available resources identified. Indicates possible

capability to deliver the project. Little reference to quality control

responsibilities.

3rd quartile: 51 ≥ 75

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Detailed identification of resources required to meet Contract

Requirements. Indicates capability to deliver the services.

Supplementary information provides confidence that resources which

are essential to the delivery of the services can be provided.

Upper quartile: 76 ≥ 100

Evidence of external accreditation of quality control / assurance.

Comprehensive details of available resources. Broken down by

trade/discipline or otherwise effectively demonstrates resources

available and applicable to this project. Resources identified are

relevant to the delivery of the project and effectively demonstrate

excellent capability.

Management capability and competence of the Project Team

10.5.1 Please give the structure you

would work to when providing the

required services indicating the

personnel that will be carrying out

the work under the contract.

Please include in this structure via

diagram the relationship between

partners/consortia members and

sub-contractors where relevant.

10% Lower quartile 0 ≥ 25

Organisational structure does not meet needs of Contract Notice.

2nd quartile : 26 ≥ 50

Basic generic management and reporting structure provided but

does not provide confidence that the organisation understands the

key roles and relationships to any extent

3rd quartile: 51 ≥ 75

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Generic Organisational structure

clearly identifies responsibility for liaison between the organisation

and 1ng which demonstrates a reasonable appreciation of project

needs and key relationships. Limited information of

individuals/subcontractors.

Upper quartile: 76 ≥ 100

Fully detailed project specific management and reporting structure

identifying all key personnel by function. Includes all anticipated

subcontractor/consultant relationships. Roles and responsibilities

clearly delineated. Structure demonstrates very good appreciation of

the project needs and required relationships.

Contract Information

10.6.1 Please give details of (no more

than 3) your most recent

contracts that are similar in

size and relevant to TM

Contract Needs in no more

than 100 words per case study

-

60% Lower quartile: 0 ≥ 25

Details provided do not meet and/or are not sufficiently recent or

relevant to the specified Contract requirements

2nd quartile: 26 ≥ 50

Details of recent contracts provided. Contracts are generally

comparable to the proposed contract requirements in terms of

services delivered and role undertaken. May not cover all areas.

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3rd quartile: 51 ≥ 75

Full details of recent contracts provided. Details provided meet

Contract requirements. Demonstrate how the methodology applied

is relevant to the requirements. Some innovation in the delivery of

the services.

Upper quartile: 76 ≥ 100

Full details provided of recent applicable contracts provided which

clearly meet the above criteria and additionally clearly demonstrate

innovative approaches to the client needs/requirements.

10.6.2 Please give details of your relevant experience of operating under the JCT Design and Build contract over the past five years.

10% Lower quartile: 0 ≥ 25

Details provided do not meet specified Contract Needs

2nd quartile: 26 ≥ 50

Details provided meet Contract Needs

3rd quartile: 51 ≥ 75

Details provided meet Contract Needs and demonstrate how the

methodology applied is relevant to the requirements of the contract.

Upper quartile: 76 ≥ 100

Details provided meet the above criteria and additionally

demonstrate innovative approaches to the requirements of the

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contract.

10.6.3 Please give details of (no

more than 3 examples of each)

relevant experience of working

toward / achieving BREEAM ‘

Good’

10% Lower quartile: 0 ≥ 25

Details provided do not meet specified Contract Needs

2nd quartile: 26 ≥ 50

Details provided meet Contract Needs

3rd quartile: 51 ≥ 75

Details provided meet Contract Needs and demonstrate how the

methodology applied is relevant to the requirements of the contract.

Upper quartile: 76 ≥ 100

Details provided meet the above criteria and additionally

demonstrate innovative approaches to the requirements of the

contract.

Total 100%

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Questionnaire to be completed and submitted

1 BASIC DETAILS OF YOUR ORGANISATION Details 1.1 Name of the organisation in whose name the tender would be

submitted:

1.2 Contact name for enquiries about this bid: 1.3 Contact position (Job Title): 1.4 Address and Post Code: 1.5 Telephone number: 1.6 Fax number: 1.7 E-mail address: 1.8 Website address (if any): 1.9 Company Registration number (if this applies):

1.10 Charities or Housing Association or other Registration number (if this applies). Please specify registering body:

1.11 Date of Registration: 1.12 Registered address if different from the above: 1.13 VAT Registration number: 1.14 Company status (PLC, LLP etc): 1.15 Is the bidding organisation is part of a legal group structure?

1.15.1 If the bidding organisation is part of a group please describe the group structure and relationships.

1.16 Name of (ultimate) parent company (if this applies): 1.17 Companies House Registration number of parent company (if this

applies):

1.18 If you are a construction related businesses only, are you registered with Construction line?

1.18 b If “Yes”, what is your registration number?

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1 BASIC DETAILS OF YOUR ORGANISATION Details 1.19 Has any director or any other person who has powers of

representation, decision or control of the organisation been employed by TM or BF?

1.19 b If “Yes”, please provide details. 1.20 Does any director or any other person who has powers of

representation, decision or control of the organisation have a relative employed by TM or BF?

1.20 b If “Yes”, please provide details. 2 CRITERIA FOR THE REJECTION OF ECONOMIC OPERATORS -

MANDATORY EXCLUSION

Note In accordance with the Public Contract Regulations 2006 (23(1)) the Client, subject to paragraph 23 (2) of the Regulations, shall treat as ineligible and shall not select an economic operator on the following grounds.

Note Please indicate which, if any, apply to the organisation named above (or its directors (of a company), partners (of a firm) or any other person who has powers of representation, decision or control of such organisation) has been convicted of any of the following offences:

2.1.1 conspiracy within the meaning of section 1 of the Criminal Law Act 1977 where that conspiracy relates to participation in a criminal organisation as defined in Article 2(1) of Council Joint action 98/733/JHA;

2.1.2 corruption within the meaning of section 1 of the Public Bodies Corrupt Practices Act 1989 or section 1 of the Prevention of Corruption Act 1906;

2.1.3 the offence of bribery

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1 BASIC DETAILS OF YOUR ORGANISATION Details 2.1.4 fraud, where the offence relates to fraud affecting the financial

interests of the European Communities as defined by Article 1 of the Convention relating to the protection of the financial interests of the European Union, within the meaning of:

2.1.4.1 the offence of cheating the Revenue; 2.1.4.2 the offence of conspiracy to defraud; 2.1.4.3 fraud or theft within the meaning of the Theft Act 1968 and the Theft

Act 1978

2.1.4.4 fraudulent trading within the meaning of section 458 of the Companies Act 1985;

2.1.4.5 defrauding the Customs within the meaning of the Customs and Excise Management Act 1979 and the Value Added Tax Act 1994;

2.1.4.6 an offence in connection with taxation in the European Community within the meaning of section 71 of the Criminal Justice Act 1993;

2.1.4.7 destroying defacing or concealing of documents or procuring the extension of a valuable security within the meaning of section 20 of the Theft Act 1968

2.1.5 money laundering within the meaning of the Money Laundering Regulations 2003

2.1.6 any other offence within the meaning of Article 45(1) of the Directive 2004/18EC.

2.1.7 If any of the above listed offences do apply to your organisation, please give full details including any court actions and or industrial tribunal hearings.

2.2 DISCRETIONARY GROUNDS FOR EXCLUSION Note In accordance with the Public Contract Regulations 2006 (23(4)) the

Agency may treat an economic operator as ineligible or decide not to select an economic operator in accordance with the Public Contract

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1 BASIC DETAILS OF YOUR ORGANISATION Details Regulations 2006 on one or more of the following grounds.

Note Please confirm whether the organisation or its directors or any other person who has powers of representation, decision or control of the organisation that: (IMPORTANT you must answer 'YES' if the statement is true):

2.2.1 Being an individual he is not bankrupt or has not had a receiving order or administration order or bankruptcy restrictions order made against him or has not made any composition or arrangement with or for the benefit of his creditors or has not made any conveyance or assignment for the benefit of his creditors or does not appear unable to pay, or to have no reasonable prospect of being able to pay, a debt within the meaning of section 268 of the Insolvency Act 1986[37], or article 242 of the Insolvency (Northern Ireland) Order 1989[38], or in Scotland has not granted a trust deed for creditors or become otherwise apparently insolvent, or is the subject of a petition presented for sequestration of his estate, or is not the subject of any similar procedure under the law of any other state;

2.2.2 Being a partnership constituted under Scottish law it has not granted a trust deed or become otherwise apparently insolvent, or is not the subject of a petition presented for sequestration of its estate

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1 BASIC DETAILS OF YOUR ORGANISATION Details 2.2.3 being a company or any other entity within the meaning of section 255

of the Enterprise Act 2002[39] has not passed a resolution or is not the subject of an order by the court for the company's winding up otherwise than for the purpose of bona fide reconstruction or amalgamation, or has not had a receiver, manager or administrator on behalf of a creditor appointed in respect of the company's business or any part thereof or is the subject of the above procedures or is not the subject of similar procedures under the law of any other state;

2.2.4 It has not been convicted of a criminal offence relating to the conduct of his business or profession

2.2.5 It has not committed an act of grave misconduct in the course of business or profession

2.2.6 It has fulfilled obligations relating to the payment of social security contributions under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established

2.2.7 It has fulfilled obligations relating to the payment of taxes under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established

2.2.8 It is not guilty of serious misrepresentation in providing any information required of him under this regulation

2.2.9 in relation to procedures for the award of a public services contract, is licensed in the relevant State in which he is established or is not a member of an organisation in that relevant State when the law of that relevant State prohibits the provision of the services to be provided under the contract by a person who is not so licensed or who is not such a member

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1 BASIC DETAILS OF YOUR ORGANISATION Details 2.2.10 Where applicable, it is registered with the appropriate trade or

professional register(s) in the EU Member State where it is established (as set out in Annex IXB of Directive 2004/18/EC) under the conditions laid down by that Member.

2.2.11 If the answer to any of these is “NO” please give brief details below, including what has been done to put things right.

3 FINANCIAL INFORMATION 3.1 Please provide at least one of the following as set out in 3.1.1-3.1.4.

(These are listed in order of preference)

3.1.1 A copy of your most recent audited accounts for the last two years of trading or for the period that is available if trading for less than two years. (if this is not possible please provide one of the below)

3.1.2 A statement of accounts or extracts from those accounts relating to the business which are required to be published by law or where an audited form cannot be provided as required in 3.1.1. This should include a statement of turnover, Profit & Loss and cash flow position for the most recent full year of trading and an end period balance sheet (if this is not possible please provide the below)

3.1.3 A statement covering the 2 previous financial years of trading (or for the period the organisation has been trading) of the economic operator, of (a) the overall turnover of the business of the economic operator; and (b) where appropriate, the turnover in respect of the work, works, goods or services which are of a similar type to the subject matter of this contract. (if this is not possible please provide the below)

3.2 If asked would you be able to obtain a guarantee or performance bond?

3.2.1 If you could obtain a guarantee or performance bond, please state

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1 BASIC DETAILS OF YOUR ORGANISATION Details from whom.

3.3 Has your organisation met the terms of its banking facilities and loan agreements (if any) during the past year?

3.3.1 If “No” what were the reasons, and what has been done to put things right?

3.4 Has your organisation met all its obligations to pay its creditors and staff during the past year?

3.4.1 If “No” please explain why not: 3.5 Please confirm that you have attached documents relevant to the

financial information requested in 3.1.1, 3.1.2 and 3.1.3.

4 INSURANCE 4.1 Does your Organisation carry current insurance cover for Employer’s

Liability:

4.1.1 Please insert the value of the cover. 4.2 Does your Organisation carry current insurance cover for Public

Liability:

4.2.1 Please insert the value of the cover. 4.3 Does your Organisation carry current insurance cover for Professional

Indemnity:

4.3.1 Please insert the value of the cover. Note Where a tender is successful the TM may request that the

Organisation purchases professional indemnity insurance (amount to be agreed) if such insurance is not already held.

Attachment Please provide electronic copies of your current insurance certificates. 5 QUALITY ASSURANCE

5.2 Does your organisation have an accredited or industry standard quality management/assurance system? If yes please provide details including registration numbers and last date of verification.

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1 BASIC DETAILS OF YOUR ORGANISATION Details 5.2 If you do not have quality certification or a quality

assurance/management system, please explain why?

6 HEALTH AND SAFETY 6.1 If you have more than 5 members of staff and/or are required by law,

does your organisation have a written health and safety at work policy? If 'No' please answer 6.2.

Note If you have less than 5 members of staff and are not required by law to have a written health and safety at work policy please complete section 6.2.

6.1.1 Is this reviewed periodically? 6.1.2 Is there a signed current copy? 6.1.3 Does it define Health and Safety responsibilities for all staff? 6.1.4 Does it define Health and Safety responsibilities according to role? 6.1.5 If you answered YES to 6.1 please include a copy of the organisations

H&S policy and/or other declaration, information or instruction issued by your organisation to protect the health and safety of staff at work.

6.2 Does your organisation have a health and safety at work system/procedure?

6.3 If you answered “No”, to either 6.1 or 6.2 above please explain why: 6.4 Does your organisation train staff in Health and Safety? 6.5 Does your organisation provide Accident reporting training? 6.6 Where required does your organisation make sure it complies with the

Health & Safety at Work Act 1974 or European equivalent legislation?

6.6.1 Does your organisation take steps to identify which of the regulations under the Act apply to your business?

6.6.2 Does your organisation have processes and procedures to ensure that these regulations are followed?

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1 BASIC DETAILS OF YOUR ORGANISATION Details 6.7 Does your organisation make sure your managers and supervisors

understand the duties under the CDM Regulations 2007?

6.8 Are you a member of the CHAS (Contractors Health and Safety Assessment Scheme) or equivalent?

6.8.1 If “Yes” to 6.8, what is your registration number? 7 EQUALITY & DIVERSITY

7.1 Does your organisation have a written Equality & Diversity policy, to avoid discrimination? If 'No' please move to 7.2.

7.1.1 Is your policy written to comply with the Disability Discrimination Act 1995 or European equivalent legislation?

7.1.2 Is your policy written to comply with The Employment Equality (Religion or Belief) Regulations 2003 and The Employment Equality (Sexual Orientation) Regulations 2003 or European equivalent legislation?

7.1.3 Is your policy written to comply with the Race Relations Act 1976 as amended by Race Relations (Amendment) Act 2000 or European equivalent legislation, and is it your practice not to treat one group of people less favourably than others because of their race, nationality, or ethnic origin in relation to decisions to recruit, train or promote employees?

7.1.4 Please upload a copy of the organisations Equality & Diversity policy. 7.2 If you answered “No” to 7.1 above please explain why:

8 ENVIRONMENTAL MANAGEMENT 8.1 Does your organisation have an environmental policy or an

environmental management system*? if there is an EMS please provide details

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1 BASIC DETAILS OF YOUR ORGANISATION Details Note * “system” means processes and procedures to ensure that the

subject is properly managed. This includes making sure that legal requirements are met.

8.2 Please include a copy of the organisations Environmental Policy. 9 DISPUTES AND CONTRACT PERFORMANCE

9.1 Please confirm whether within the last 3 years any customer of your organisation has terminated a contract with you for poor performance (where the issues could not be rectified under the terms on the contract).

9.1.1 If the answer to 9.1 is 'YES', please provide full details. 9.1 Has your organisation ever failed to have a contract renewed (within

the last 3 years) due to failure to perform to the terms of the contract.

9.2.1 If the answer to 9.2 is 'YES', please provide full details. 9.3 Please confirm whether your organisation has withdrawn from a

contract prematurely.

9.3.1 If the answer to 9.3 is 'YES', please provide full details. 9.4 Has your organisation been involved in any court action and/or

significant employment tribunal over the last 3 years?

9.4.1 If the answer to 9.4 is 'YES', please provide full details. 9.5 In the last three years has any finding of unlawful discrimination been

made against your organisation by any court or industrial or employment tribunal?

9.5.1 If the answer to 9.5 is 'YES', please provide full details. 9.6 In the last three years has your organisation been the subject of a

formal investigation by the Commission for Racial Equality (CRE) on grounds of alleged unlawful discrimination?

9.6.1 If the answer to 9.6 is 'YES', please provide full details. 10 TECHNICAL ABILITY AND REFERENCES

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1 BASIC DETAILS OF YOUR ORGANISATION Details 10.1 What are the main business activities of your organisation? 10.2 How many staff does your organisation have? 10.3 Sub-Contracting

10.3.1 Are you the primary contractor or a sub-contractor? Note Primary contractors only complete Sections '10.3.2 - 10.3.2.3'. Note Sub-contractors complete Section 10.3.3.

10.3.2 If you are a primary contractor do you intend to sub-contract a “substantial element” of the contract? A substantial element is defined as greater than 30% or more of the value of the services or a core/key/high risk area of the services?

10.3.2.1 If you answered 'YES' at 10.3.2 please state the names of the organisations you intend to sub-contract a substantial element of the services to.

10.3.2.2 If you answered 'YES' at 10.3.2 please upload the details of the proportion of the contract you intend to sub-contract to another organisation. Details should identify the name of the sub-contractor(s) and a % and/or value estimate of the services that are to be sub-contracted and details of the relevant services.

10.3.2.3 If you answered 'YES' at 10.3.2, sub-contractors undertaking a substantial element (named in section 10.3.2.1) must completed their own version of this questionnaire. Have you ensured that that all sub-contractor undertaking this substantial element (named in section 10.3.2.1) have completed separate PQQ questionnaire(s)?

10.3.3 If you are a sub-contractor undertaking a substantial element of the services, who is acting as the primary contractor?

10.4 Competence

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1 BASIC DETAILS OF YOUR ORGANISATION Details 10.4.1 Please include brief details in the form of a statement forthe staff or

technical resource services that will be responsible for undertaking this contract setting out their relevant experience over the past three years as well as educational and professional qualifications including those responsible for quality control/assurance.

10.5 Management capability and competence of the Project Team 10.5.1 Please upload the structure you would work to when providing the

required services indicating the personnel that will be carrying out the work under the contract. Please include in this structure via diagram the relationship between partners/consortia members and sub-contractors where relevant.

10.6 Contract Information 10.6.1 Please include brief details of (no more than 3) your most recent

contracts that are similar in size and relevant to the TM’s Contract Needs in no more than 100 words per case study.

Note Each contract/project description should be related to demonstrating experience of the contract needs and be no more than 100 words per project, supplementing each case with a description of: (1) the contract, detailing the roles and respective responsibilities of your organisation; (2) when and where the services were carried out, Contract value and the Buyer; (3) Confirmation that the above services were carried out in accordance with your trade or profession and were properly completed.

10.6.2 Please include brief details of your relevant experience of operating under the JCT Design and Build contract over the past five years.

10.6.3 Please include details of relevant experience of working toward / achieving BREEAM ‘Good’.

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1 BASIC DETAILS OF YOUR ORGANISATION Details 11 DECLARATION

11.1 I understand and agree that if our tender is successful that the Organisation will purchase professional indemnity insurance as required if such insurance is not already held.

Name Position Signature Date

11.2 I declare that to the best of my knowledge the answers submitted in this PQQ (and any supporting documents) are correct. I understand that the information will be used in the evaluation process to assess my organisation’s suitability to be invited to tender for the Authority’s requirement. I understand and accept that false information could result in rejection of the application to tender.

Name Position Signature Date

11.3 I also understand that it is a criminal offence, punishable by imprisonment, to give or offer any gift or consideration whatsoever as an inducement or reward to any servant of a Public Body. I also understand that any such action will empower ONE to cancel any contract currently in force and will result in rejection of our application.

Name Position Signature Date

8 Award /TENDER SUBMISSIONS

a. Tenderers should provide details within their tender proposals of:

Method Statement Weighting 40%

Pricing Assessment Weighting 60%

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Interview For clarification

b. Method Statement

i. The tenderer is required to submit a written method statement with their tender that describes his intentions in relation to the issues listed below. The tenderer may include additional issues as considered appropriate, but the tenderer is to note that his method statement must be project specific and should not contain generalised statement or generic copies of the contractor’s operating polices and procedures. Copies of ‘quality management manuals’ must not be submitted. The intent is to derive a clear indication that the contractor has given consideration to the particular aspects of the Project.

ii. The method statement should address, but need not necessarily be limited to: 1. Risk Management

1.1 A demonstrable understanding of the critical issues within the implementation of the project.

1.2 Production of a Risk Register.

2. Working Methods 2.1 Production of a method statement in relation to the delivery of the proposed scheme. The method statement should

demonstrate the tenderers understanding of the project and the works required.

3. Programme Management

3.1 An outline programme for the project from appointment to practical completion.

c. Pricing

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i. Tenders must be unqualified and submitted on the Schedule of Works (Form of Tender) provided, which must be signed on behalf of the Contractor. Any other method of tender submission will be regarded as invalid.

ii. All Prices shall be stated in pounds sterling and exclusive of VAT.

iii. Tenderers must also indicate all other costs that will be associated with the contract e.g. rates, expenses and disbursements etc. No claim for additional payment will be considered for items that have not been specified.

iv. Tenders are to be submitted on a totally fixed price basis. The fixed price proposal together with proposed drawdown is required.

d. Interview

i. Following the scoring of the proposals Tenderers may be invited to attend a tender interview with TM. Tenderers will be required to make available the key members of their delivery team who will be responsible for the provision of the Contract and with whom TM will liaise on a day to day basis to demonstrate their understanding and approach as outlined in the Tender and to allow TM an opportunity to clarify any aspect of the Tender. There will not be a requirement to make a presentation at the interview.

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9 TENDER EVALUATION AND AWARD CRITERIA

a. Tyne Moulds does not undertake to accept the lowest of any Tender and reserves the right to accept the whole or any part of any Tender submitted. Each Tender will be checked initially for compliance with all requirements of the ITT. During the evaluation period, Tyne Moulds reserves the right to seek clarification in any form or by means of a clarification meeting from any or all of the Tenderers, to assist in its consideration of their Tenders.

b. Evaluation will be against the award criteria stated below and the appointed consultants awarded in terms of the most

economically advantageous tender.

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Award Criteria:-

TENDER SUBMISSION

1.0 Method Statement

40%:

Quality of Tenders

including the way in

which they address and

indicate the way they

will meet the

Specification

Requirements and

methodology of

services required along

with project

management.

1.1 A description of

the critical issues of

the scheme,

including the

submission of a risk

register

(evaluation provided in Quality

Assessment submitted in

response to section 3 and

section 8 of the ITT – Weighting

12%, of Quality Assessment

Total)

Evaluation Methodology

Lower quartile: 0-3 marks – inadequate identification of risks

and mitigation measures to meet the specification

requirements

2nd

quartile: 4-6 marks – adequate identification of risks and

mitigation measures to meet the specification requirements

3rd

quartile: 7-9 marks – detailed identification of risks and

mitigation measures to meet the specification requirements

Upper quartile: 10-12 marks – outstanding identification of

risks and mitigation measures provided to meet the

specification requirements

1.2 Submission of

Working methods

detailing how your

organisation

proposes to deliver

the scheme set out

in in the Employers

(Evaluation provided in Quality

Assessment submitted in

response to section 3 and

section 8 of the ITT – Weighting

16%, of Quality Assessment

Total;)

Evaluation Methodology

Lower quartile: 0-4 marks – inadequate methodology to

meet the specification requirements

2nd

quartile: 5-8 marks – adequate methodology to meet the

specification requirements

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Requirements; 3rd

quartile: 9-12 marks – detailed methodology to meet the

specification requirements

Upper quartile: 13-16 marks – outstanding methodology

provided to meet the specification requirements

1.3 Submission of a

programme

illustrating the

delivery of the

scheme within 52

weeks for date of

possession.

(evaluation provided in Quality

Assessment submitted in

response to section 3 and

section 8 of the ITT – Weighting

12%, of Quality Assessment

Total)

Evaluation Methodology

Lower quartile 0-3 marks – inadequate programme,

providing insufficient level of detail reflecting the requirements

of the specification

2nd

quartile: 4-6 marks – adequate programme, providing

sufficient level of detail reflecting the requirements of the

specification

3rd

quartile: 7-9 marks – detailed programme, providing very

good level of detail reflecting the requirements of the

specification

Upper quartile: 10-12 marks – comprehensive programme

providing outstanding level of detail reflecting the

requirements of the specification

2.0 Pricing

60%:

To include cost competitiveness and value for

(evaluation made on Form of

Tender in response to ITT

section 3 and section 8 of ITT –

Stage 1 Weighting

60%)

Evaluation Methodology

Lower quartile: 0-15 marks – inadequate identification of

award requirements

2nd

quartile: 16-30 marks – adequate identification of award

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money

requirements

3rd

quartile: 31-45 marks – detailed identification of award

requirements. Identification of cost competitiveness and value

for money

Upper quartile: 46-60 marks – outstanding identification of

award requirements

Interviews -

Tyne Moulds if required may seek to obtain clarification from bidders in the form

of written clarification or via the form of an interview. Those bidders required to

attend an interview with TM will be done so on the basis to discuss their approach

and other capabilities for the purposes of expanding upon and clarifying their

bids. Should this be the case the evaluation team will use the criteria as stated

above to revisit and re adjust if necessary the original scores following

clarifications and presentations.

Tenderers will be required to make available the key members of their delivery team who will be responsible for the provision of the Contract and with whom TM will liaise on a day to day basis to demonstrate their understanding and approach as outlined in the Tender and to allow TM an opportunity to clarify any aspect of the Tender.

Used to clarify the bids and adjust scores as appropriate.

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10 QUERIES

a. All queries in connection with this tender should be made electronically to [email protected]. b. Responses to all queries will be published on the ITT web site http://www.ethicalpartnership.co.uk/invitation-to-tender/

(please insert web addres c. To ensure a fair and transparent tender process no approach of any kind in connection with this tender should be made to

any other person within, or associated with the project so far. Failure to comply may result in disqualification from the process.

d. Generic terms and conditions associated with the ERDF funding can be found at https://www.gov.uk/erdf-national-

guidance

11 PROCUREMENT TIMETABLE

a. Set out below is the proposed procurement timetable. This is intended as a guide and, whilst TM does not intend to depart from the timetable, it reserves the right to do so at any time.

Date Activity

15th June 2013 Invitation to tender

15th July 2013 Tender Return Date

tba Interviews

End August 2013 Evaluation of written tenders completed

September 2013 Commencement of Standstill period

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September 2013 Standstill period concludes

12 TENDER RETURN

a. The completed Tender and associated documents must be submitted electronically to [email protected]

b. by no later than 12:00 noon on 15th of July. Attachments should contain the reference TM.

c. In addition we request that 1 hard copy tenders are submitted by post to Mr R. Zack, Tyne Moulds & Machinery, Warwick St. Newcastle upon Tyne NE2 1BB. Hard Copies are required by noon on the 15th of July 2013.

d. Hard copies of Tenders must be sealed in an envelope clearly marked “STRICTLY CONFIDENTIAL - TENDER DOCUMENTS ENCLOSED”.

e. IMPORTANT: Please note that the electronic copy of your Tender that must be submitted to [email protected] by 12:00 noon the 15th July 2012 and will be treated as the primary definitive document in the tender process and the hard copy is to be considered as a back up only. Any anomalies discovered between hard and electronic copies will have to be confirmed in writing by you.

End of Document