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Invitation to Tender and Requirements

Invitation to Tender for the Provision of Product Development Services

Marketing Manchester has successfully bid to the Discover England Fund to win project funding to deliver it’s Growing Manchester as an International Gateway Project.

Marketing Manchester are seeking to appoint a provider to deliver Product Development Services.

A detailed outline of the project can be found below which includes the background, objectives and the strands of the project.

1. Background

Growing Manchester as an International Gateway to the North

Manchester represents one of the best opportunities to grow the volume and value of international tourism to regional England. To grasp this opportunity Manchester needs to raise its profile, package up its assets and make the most of its comprehensive connectivity to convince the travel trade and consumers that it is a great entry point to the UK.

This project will showcase the city and make it easy to explore by bus, on foot and by boat. It will introduce visitors to the stunning landscapes and major sites on its doorstep by creating new, commissionable excursions product across the North of England that can be booked pre- and post-arrival.

Working with destinations, with in-market and UK-based travel trade, with the tourism industry and VisitBritain, Marketing Manchester will lead a partnership that is growing in strength and purpose to realise a shared ambition: to maximise the potential of the North of England as an international destination and showcase its world-class product.

In 2015 the Anholt GfK Nations Brand Index identified that for international consumers Britain ranks number 4 in the world for ‘vibrant city life and urban attractions’. Manchester has great city product, great regional connectivity and great flight connectivity to mature and emerging markets: yet its share of inbound visits has declined by 34% since 2009 and there remains an enormous volume gap between London and Manchester: 18.6m to London in 2015 compared to just 1.1m into Manchester. Growth in international visitors to Greater Manchester has failed to keep up with national performance1. One of the main reasons for this startling disparity has been clearly outlined by the international travel trade: low awareness of the product offer and a lack of bookable and commissionable product. The Manchester results from the Anholt GfK Nations Brand Index

1

https://visitbritain.org/discover-england-fund


underline the need to address lack of awareness and perception of the city’s ‘buzz’ (tourism and cultural offer).

Our aim is to establish Manchester as a significant long-haul gateway for international visitors to England. We want to double the volume of inbound trips to Manchester airport by 2027 and ensure that Manchester operates effectively to disperse visitors across the whole of the North of England, increasing to 15% the region’s share of inbound tourism which remains stubbornly stuck at circa 10% of the UK total.

We will achieve this aim by creating a set of trips, excursions and tours that will become a permanent part of the Manchester offer. Visitors will find Manchester easier to navigate and explore via city sightseeing tours that can be undertaken by bus, boat and on foot. The North of England will become accessible as never before with a set of North West England day excursions and overnight excursions and itineraries into Cumbria, Northumberland, Durham and East Yorkshire. A major engagement programme with UK-based and overseas travel trade will turn them into advocates and sales agents for new product for Manchester and the North of England. Manchester Airport will provide a world class welcome for international arrivals which will become a showcase for the city and the region. The partnership that was created by the Northern Tourism Growth Fund project will develop and grow and a new way of funding and delivering international marketing campaigns using regional resources will be tested.

We will achieve our ambition by working with our partners across Northern England. The Northern Tourism Growth Fund demonstrated the benefits of working collaboratively, particularly in international markets: a recent report notes that destination organisations in the North recognise that ‘whatever the specific offer of a destination, be it a large urban city, the rural countryside or industrial landscapes, it can be extended through cooperation with neighbours’. Our own recent research builds on this theme: destinations are looking to Marketing Manchester to operate as a gateway accepting that if the region is to make headway in international markets it must continue to work together.

2. Introduction to Marketing Manchester and The Growth Company

Marketing Manchester is the agency charged with promoting Greater Manchester on the national and international stage to key sectors including; media, digital and tech; science; advanced manufacturing; financial and professional services; tourism; culture; and sport. As part of the Growth Company, Marketing Manchester undertakes marketing and communications on behalf of the group in support of the Greater Manchester Strategy. Visit Manchester is the tourist board for Greater Manchester and is a division of Marketing Manchester.

Further information regarding Marketing Manchester can be found at the Marketing Manchester Website http://www.marketingmanchester.com/ and https://www.visitmanchester.com/

Marketing Manchester is proud to be part of The Growth Company (GC). GC is a group of companies whose purpose is to drive forward business, economic, personal and professional development within communities by boosting employment, skills, investment and enterprise for the benefit of all. Our mission is to Enable Growth, Create Jobs and Improve Lives. More information about GC can be found on our website here.


3. Your Information and Data

At the Growth Company we recognise the importance of the privacy and the security of your personal information. Please see the below link to our Group Privacy Notice which explains how we process and look after your personal information and data.

http://www.growthco.uk/privacy-policy/

Please note that by submitting a response to one of GC’S procurement opportunities, your bid (whether successful or unsuccessful in obtaining the contract) will be held and processed in accordance with our Privacy Policy. In order to demonstrate our competitive procurement procedures for future audit and contractual compliance (such as those required by our funders) your response to GC’s procurement will be held and archived for a period of 7 years following the end of the contracted period.

4. Social Value and Responsible Procurement at the Growth Company and Subsidiaries

Social Value can be defined as ‘a process whereby organisations meet their needs for goods, services, works and utilities in a way that achieves value for money on a whole life basis in terms of generating benefits not only to the organisation, but also to society and economy, whilst minimising damage to the environment.’

At the Growth Company we see Social Value as the additional social, economic and environmental benefit that can be generated through our contracts with suppliers. We want to know what our suppliers and contractors do to make a positive contribution to their communities, our society, the economy and the environment.

GC and our Subsidiaries seek to drive positive outcomes by focussing on the following objectives;

1) promote employment and economic sustainability – tackle unemployment and facilitate the development of skills;

2) raise the living standards of local residents – working towards living wage, maximise employee access to entitlements such as childcare

3) promote participation and citizen engagement - encourage resident participation and promote active citizenship;

4) build the capacity and sustainability of the voluntary and community sector– practical support for local voluntary and community groups;

5) promote equity and fairness – target effort towards those in the greatest need or facing the greatest disadvantage and tackle deprivation across the borough;

6) promote environmental sustainability – reduce wastage, limit energy consumption and procure materials from sustainable sources.

At GC, we want to work with suppliers who can support our Social Value aims and Responsible Procurement Objectives and understand that the way we conduct our business can make a positive impact in our society. We are proud to make a positive difference to businesses, communities and individuals we work with and continue to build our approach.

Bidders shall be aware that we intend to include social value criteria within the tender.

http://www.growthco.uk/privacy-policy/


We want to understand both; your business values and see how you deliver Social Value through your ways of working and business ethics AND – how you will provide additional Social Value in Greater Manchester in the delivery of this project.

Further details relating to Social Value and our Responsible Procurement Principles can be found in Annex 3.

5. Growing Manchester as an International Gateway to the North

5.1 Project Objectives

1. Establish a programme of bookable, commissionable regional excursions for the North of England from Manchester by 2019

2. Improve visitor satisfactions levels with the Manchester Airport arrivals welcome by 20203. Further develop the international marketing partnership for the North by 20194. Grow the volume of inbound visitors from the US flying directly to Manchester by 5% by

2024: creating an additional £12.9million spend (86% increase from 2015 to 2024)5. Extend the length of stay in Manchester by international visitors to match the national

average (6 days) by 2024: creating an additional £93.3million spend (77% increase from 2015 to 2024

5.2 Long Term Sustainability

The product we create in this project will be sustained in the long term because it will be commercially viable for operators to sell. Working with UK ground handlers or DMCs is critical to the success of this project. A clear focus on engagement with the travel trade, wholesalers and ground handlers, involving them in the product design and providing marketing support in the early stages, will lay the foundations for long-term success. A programme of travel trade events, sales missions, training and familiarisation will cement these relationships.

Responding to consumer demand is the only real way to ensure that the city sightseeing and excursions product becomes a permanent part of Manchester’s offer. Our process of ‘test and learn’, refining and re-launching less popular itineraries, will sharpen our focus on those that consumers will buy, giving the travel trade the confidence to support and invest in the Northern sightseeing and excursions product for the long term.

We are developing the partnership in the North through this project. The Northern Tourism Growth Fund programme showed that having a shared ambition and specific goals to work towards brings people together. This project, and the partnership supporting it, is evidence of the NTGF legacy and, in its turn, this project will strengthen the partnership for the future. In particular, we are planning to build on joint marketing activity started through the NTGF by bringing the Northern destinations together to pool resources and deliver a consumer campaign in the US.

6. Project Brief

Marketing Manchester is seeking support to deliver the product development elements of the project, which is focused on enhancing day and overnight excursions that start in Manchester.

The delivery areas are:

A: Developing the Manchester offer

B: Working with destination across the North to develop day and overnight excursions


C: Liaising with key travel trade to enhance the reach of the products that have already been developed in the past 18 months.

D: Evaluation and Report of Key Findings and Recommendations

A: Developing the Manchester Offer

In addition to encouraging visitors to explore the North of England, we also want to encourage visitors to spend longer in Manchester, to help to boost the average number of nights that they stay here and encourage visitors to explore further into Greater Manchester and find some of our hidden gems and unique experiences.

This will include:

Research and scoping of the introduction of combined ticketing that allows visitors to use more than one form of transport e.g. Sight Seeing Bus, Mo Bike, Metrolink, East Lancs Railway.

Research the potential for self-guided tours, Themes, format, content, distribution mechanics

Research and development of day and half day bookable excursions within Greater Manchester

B: Co-ordination of the development of day and overnight excursions

Working with initially 7 destinations across the North to brief them on the requirements of the project and offer guidance throughout the process of developing bookable day and overnight excursion to their destination from Manchester.

It is our aim to over achieve our project targets therefore we have set out the targets below for working with our destination partners across the North.

Destination Day Excursions to develop*

Overnight Excursions to develop

Businesses

engaged*

Cheshire 2 1 8

Cumbria 2 1 8

County Durham 2 1 8

Lancashire 2 1 8

Liverpool 2 1 8

Peak District 2 1 8

Yorkshire 2 1 8

Total 14 7 56

The destinations above have been chosen as they are already engaged in the project and have a good background and vested interest in the programme and are keen to work with us.


The requirement is for one face to face briefing session with each destination to:

Continue the work with the destinations to develop product that is bookable by the trade Steer their development towards product that will be appealing to potential visitors and also

complement our existing product

Following this initial contact, regular contact will need to be established and maintained to ensure the project stays on track. A fortnightly log of progress/contact will need to be submitted to Victoria Braddock at Marketing Manchester.

C: Attendance and Organising of Events

To successfully develop relationships with the trade Marketing Manchester regularly attend industry events and also create our own events. As part of the project the successful application will need to organise 4 travel trade events in Manchester, Stockholm, Paris and Barcelona. Applicants will need to demonstrate experience in attending and organising Travel Trade events.

D: Final Report

The successful applicant will provide Marketing Manchester with a final report of Recommendations and findings and lessons learned from the activity.

7. Requirements and Specification

The successful bidder must be able to produce the project deliverables within the project timeline identified.

The successful provider will:

- Deliver the complete body of works identified to a high standard - Provide project milestone updates and draft reports for sign off by Marketing Manchester

according to the project timeline to be defined following award- Have proven track record and experience of conducting similar product development

services in the tourism industry- Have sufficient professional experience and industry expertise to lead the project

proficiently - Work in collaboration with stakeholders and provide good lines of communication with

stakeholders and the Marketing Manchester team - Proven project management skills to ensure that the budget is adhered to and project

deadlines are met - Ability to present findings in a compelling way, both written and presentation formats- Ability and willingness to adapt and flex with the project demands and stakeholder feedback

during the project

8. Project Timeline

The project will run from the end of August 2018 to March 31 st 2018. A quick project mobilisation is required.

9. Project Budget

The maximum total available budget for this project is £37,500 excluding vat.


The budget is set and cannot be exceeded therefore you must identify all costs associated with delivering the project in its entirety. All pricing submitted must include all expenses and out of pocket expenses including travel and subsistence.

10. Deadline for Proposal

Proposals should be submitted to [email protected] no later than 12 pm on Tuesday 28th August 2018. The successful company will be notified by Friday 31st August 2018 and will be expected to commence work the following week.

11. Application Process

Please find enclosed tender documents;

Document A – Invitation to Tender and Instructions (This Document)

Document B – Selection Questionnaire (to be completed)

Document C – Draft Terms and Conditions

Document D – Form of Tender (to be completed)

Applicants wishing to apply to this invitation to tender must provide a written proposal (maximum 10 pages) which outlines your approach following the selection criteria set out below.

A concise, structured response is required following the headings set out in the evaluation criteria and in Annex 2. Please note that any content which exceeds the word count limit will not be scored and will be disregarded when evaluating the proposal.

In addition, all applicants must complete the Selection Questionnaire (Document B). Details can be found in Annex 1 in this document. Marketing Manchester will use this questionnaire to make assessments of the applicant’s credentials with respect to economic and financial standing and capacity.

Only applicants who meet the minimum suitability requirements in sections 1 to 7 will be assessed. Generally, Marketing Manchester asks applicants to initially self-declare their status against the exclusion grounds and selection questions. We would usually only check the status of the successful applicant.

The submission must be made with completed Document D, Form of Tender.

12. Sub-contracting arrangements

Where you propose to use one or more sub-contractors to deliver some or all of the contract requirements, please provide full details in your Selection Questionnaire.

13. Contract Terms and Conditions

The Contract Terms are attached in Document C. Please note that bidders will be required to provide confirmation in the submission of their bid that they accept the terms of the Contract and that this has been approved by Directors or Partners, insurers and legal advisors as required. If any bidder has any queries regarding the terms and conditions of the agreement then these should be clarified in writing prior to submission of tenders.

mailto:[email protected]


14. Confidentiality

When providing details of contracts in answering questions, the Supplier agrees to waive any contractual or other confidentiality rights and obligations associated with these contracts.

MM reserves the right to contact the named customer contact regarding the contracts included in the proposal. The named customer contact does not owe the MM any duty of care or have any legal liability, except for any deceitful or maliciously false statements of fact.

MM confirms that it will keep confidential and will not disclose to any third parties any information obtained from a named customer contact.

15. Intellectual Property & Copyright

The Supplier will assign to Marketing Manchester all copyrights and other intellectual property rights comprised in the Deliverables (being all products, materials, services and knowledge supplied to the Marketing Manchester pursuant to the project).

Title to any Deliverables that are goods or in any physical media on which Deliverables are stored shall pass to the Recipient on the earlier of their delivery to the Recipient or payment for them. The Supplier warrants that it has full, clear and unencumbered title to all such items, and that at the date of the transfer of title, it will have full and unrestricted rights to transfer all such items to Marketing Manchester.

16. Clarification Questions and Answers

If you have questions about the process these should be submitted in writing to [email protected]

If Marketing Manchester considers any question or request for clarification to be of material significance, both the query and the response will be communicated to all interested parties via the website. Please make sure you visit the website following the response date set out below.

The deadline for Clarification Questions is Monday 20th August 2018.

Clarification Answers will be made available on the website (where the tender opportunity is advertised) on Wednesday 22nd August 2018.

17. Evaluation Criteria

Proposals will be assessed against the criteria set out in Annex 2.

Tenders will be evaluated by representatives of Marketing Manchester and The Growth Company.

The MM reserves the right to exclude from the tendering process any organisation that is found to have provided false information or has misrepresented themselves during the tender process.

17.1 Price Evaluation

The lowest priced submission will be awarded the maximum price score. Bidders will thereafter ranked and scored in accordance with how much more expensive their prices were compared to the lowest price, e.g. if submission XX was 50% more expensive than the lowest price it was awarded 50% less price points than the lowest price submission. If 100% more expensive it will be awarded 0% for the price score.




a. In scoring the tenders and at the discretion of MM, where it is considered that a tendered price is unrealistically low and/or unsustainable, the lowest tender judged to be realistic and sustainable will be taken as the benchmark for the purposes of price evaluation. The new benchmark and all of those lower than it will receive maximum marks and the others scored relative to that as set out above

b. The pricing submission shall include all services shown or described in the contract as a whole and for all goods and services not described but apparent as being necessary for the complete and proper execution of the provision of the contract;

c. All prices quoted shall be Exclusive of VAT

d. All pricing must be fully broken down and transparent for all services, transportation, and expenses

18. Contract Award

Following completion of the evaluation and tender assessment, final scores will be collated and ranked.

MM reserve the right to invite the top scoring bidder / bidders for interview to clarify elements of their bid. The interview will not be scored separately, but will be used to clarify offers and existing quality scores may be moderated by the tender panel.

The Tender Board will then make a recommendation to award the Contract to the highest ranking bidder.

Where the MM body adopts the recommendation of the Tender Board, the Contract will be awarded. All bidders will be informed of the award decisions in writing.

19. Proposal Submission and Deadline

This project will be managed by [email protected] / Victoria Braddock, Director of International Marketing at Marketing Manchester.

Your submission will consist of the following:

Your written proposal

Completed Document B Selection Questionnaire

Completed Document D Form of Tender

The submission must be made no later than midday on Tuesday 28th August 2018 to:

[email protected]

Additional Terms

All responses to the SQ must be in English

Bidders are responsible for obtaining all information necessary for the preparation of their submission. Whilst MM will use its best endeavours to see that all information provided is truthful and accurate, bidders must satisfy themselves as to the accuracy of any information provided by



MM, and MM do not accept any liability whatsoever for any loss or damage caused or arising from or in consequence of the use of such information;

All costs and expenses associated with applying for this opportunity shall be the responsibility of the applicant, without recourse to MM and neither MM nor any of its representatives will be liable in any way to any applicant or other person for any costs, expenses or losses incurred by any applicant or other person in connection with this bidding process;

Pricing submitted will remain fixed for the duration of the contract.

MM has the right to discontinue with this sourcing exercise at any time and not award any contract, and shall notify bidders accordingly;

MM shall not be legally bound to any organisation until the resulting contract has been agreed and signed by all stakeholders.

The bidder must not try to obtain any information about any other party’s tender or proposed tender before the contract is awarded;

All elements of tender submission, including responses to clarifications, will form the basis of the contractual arrangement with MM;

Bidders should note that during this process they should not contact any of the MM/ GC respective Board Members, Senior Managers, employees or advisers or any part of The Growth Company Limited Group, or third parties connected to MM / GC or any advisers to this procurement, outside of the process outlined within this document.


ANNEX 1: Selection Questionnaire

Document B, Selection Questionnaire is to assess bidders against minimum standards with respect to supplier credentials. This includes gathering information about companies’ economic and financial standing. Only those who pass the Suitability Assessment questionnaire element and therefore are able to meet MM’s minimum standards shall be eligible to have their tender evaluated in full and in line with the award criteria specified. Responses should be captured in Document B by each bidder organisation.

The Questionnaire is a self-declaration, made by you (the potential supplier), that you do not meet any of the grounds for exclusion. If there are grounds for exclusion, there is an opportunity to explain the background and any measures you have taken to rectify the situation (self-cleaning).

Consequently, we require you to list all the organisations that you will rely on to meet the selection criteria (sub-contractors) and they may be asked to complete Categories 1-3. For example, these could be parent companies, affiliates, associates, or essential sub-contractors, if they are relied upon to meet the selection criteria.

You should retain duplicate copies of your completed SQ Response for your own records.

Please complete and return the Questionnaire which is a separate document.

The assessment of the Selection Questionnaire is as follows:

Suitability AssessmentCriteria Weighting

1. Company Background Information Only

2. Grounds for mandatory exclusion Pass/Fail

3. Grounds for discretionary exclusion Pass/Fail

4. Insurance Pass/Fail

5. Economic and Financial Standing Pass / Fail

6. Modern Slavery Act 2015 Information Only or Pass/ Fail for relevant organisations

7. Conflicts and Declaration Pass /Fail


Category Number

Question

Number

Question Possible Answers Answer

Category 1

OrganisationBackground

1.1

Please provide the Registered Company Name and Trading Name if relevant and the address of your organisation.(This should be the full company name as it would appear within the contractual documentation if successful)

NameAddress

Information Only

1.2 Please provide postal address if different from above Address Information Only

1.3 Please provide your registered website address where applicable Website Link or N/A Information Only

1.4Please confirm the key contact for this project on-going including name, email address and direct telephone number.

NameEmail Address

Telephone Number

Information Only

1.5Please confirm the email address to be used for any communications with regard to this tender offer.

Email AddressInformation Only

1.6 Are you a Small, Medium or Micro Enterprise (SME)? Yes/No Information Only

1.7 Is your organisation a:

PLCLimited Company

Sole TraderPartnership

Other

Information Only

1.8 If other, please specify. Free Text Information Only

1.9 If operating as a Partnership please state the number of Partners. Free Text Information Only


1.10

If your organisation is a member of a group of companies, please provide further details on the holding company, and details of the organisations which make up your group.(maximum response 250 words)

Free Text

Information Only

1.11 Please provide the date your organisation commenced trading. Free Text Information Only

1.12 Please provide your Company Registration Number Free Text Information Only

1.13 Please provide your VAT Registration number. Free Text Information Only

1.14

Please select either answer a or b as applicable;a) Your organisation is bidding to provide all the services requiredb) Your organisation is bidding in the role of Prime Contractor and intends to subcontract some of the services to third parties to deliver the services.

a or b

Information Only

1.15

If your answer to above is b, please give details of legal arrangements between partners and supply the following information for each sub-contractor to be used. Name;Registered addressTrading statusCompany registration numberRegistered VAT numberType of organisationSME (Yes/No)

The role each sub-contractor will take in providing the works and /or supplies e.g. key deliverables and the approximate % of contractual obligations assigned to each sub-contractor. Please note that we may ask your sub-contractors to complete a copy of this form as well.

Free Text

(Use separate sheet if required)

Information Only

Category 2 2.1 Please indicate if, within the past five years you, your organisation or any other person who has powers of representation, decision or control in the organisation

Yes or No The detailed grounds for


Grounds for

mandatory exclusion

been convicted anywhere in the world of any of the offences below? mandatory/ discretionary exclusion of an

organisation are set out here, which should be

referred to before completing these

questions.

If an Organisation answers Yes to any of the

statements, MM shall disqualify that Organisation

from the process at this point in the evaluation,

pending consideration of the self-cleaning statement.

This information will be used to determine whether

suitable measures have been implemented to

rectify the situation and prevent future reoccurrence.

If your organisation was at fault and suitable action

not taken - automatic exclusion.

The Information provided will be reviewed by MM

i. Participation in a criminal organisation Yes or No

ii. Corruption. Yes or No

iii. Fraud. Yes or No

iv. Terrorist offences or offences linked to terrorist activities Yes or No

v. Child labour and other forms of trafficking in human beings Yes or No

vi. Money laundering or terrorist financing Yes or No

2.2 (a)

If you have answered yes to the question 2.1, please provide further details. Including; date of conviction, which grounds the listed conviction was for and the reason for the conviction.

Please identify who has been convicted and complete Section 2.2(b) & 2.2(c) where applicable.

Free Text

2.2 (b) Where an individual has been identified, please enter the name of the individual. Free Text

2.2 (c)

(To be completed by the individual identified)

I confirm that the details contained within sections 2.1 & 2.2 can be used by MM for the purposes of processing and evaluating this Selection Questionnaire including any self-cleaning identified in 2.3.

Yes or No

2.3 If you have answered Yes to any of the points above, have measures been taken to demonstrate the reliability of the organisation despite the existence of a relevant ground for exclusion? (self-cleaning)

Free Text

2.4 Has it been established, for your organisation by a judicial or administrative decision having final and binding effect in accordance with the legal provisions of

Yes or No


any part of the United Kingdom or the legal provisions of the country in which the organisation is established (if outside the UK), that the organisation is in breach of obligations related to the payment of tax or social security contributions?

Tender Team.

2.5

If you have answered yes to question 2.3, please provide further details. Please also confirm you have paid, or have entered into a binding arrangement with a view to paying, the outstanding sum including where applicable any accrued interest and/or fines.

Yes or No

Category 3

Grounds for

discretionary

exclusion

3.1 Please indicate if, within the past three years, anywhere in the world any of the following situations have applied to you, your organisation or any other person who has powers of representation, decision or control in the organisation

i. Breach of environmental obligations? Yes or No

ii. Breach of social obligations? Yes or No

iii. Breach of labour law obligations? Yes or No

iv. Bankrupt or is the subject of insolvency or winding-up proceedings, where the organisation’s assets are being administered by a liquidator or by the court, where it is in an arrangement with creditors, where its business activities are suspended or it is in any analogous situation arising from a similar procedure under the laws and regulations of any State?

Yes or No

v. Guilty of grave professional misconduct? Yes or No

vi. Entered into agreements with other economic operators aimed at distorting competition?

Yes or No

vii. Aware of any conflict of interest* due to the participation in the procurement procedure?

*to ensure equal treatment of all economic operators and avoid any distortion

Yes or No


of competition, the concept of conflicts of interest shall at least cover any situation where relevant staff members have, directly or indirectly, a financial, economic or other personal interest which might be perceived to compromise their impartiality and independence in the context of the procurement procedure.

viii. Been involved in the preparation of this procurement procedure? Yes or No

ix. Shown significant or persistent deficiencies in the performance of a substantive requirement under a prior public contract, a prior contract with a contracting entity, or a prior concession contract, which led to early termination of that prior contract, damages or other comparable sanctions?

Yes or No

3.2 If you have answered Yes to any of the above (3.1), explain what measures been taken to demonstrate the reliability of the organisation despite the existence of a relevant ground for exclusion? (Self-Cleaning)

Free Text

Category 4

Insurance

4.1Please confirm if you currently have, or are willing to commit to the £5 million pounds minimum required level of Employers Liability Insurance applicable for each and every occurrence.

YesNoN/A

Willing to Commit to taking out insurance to

the required level if awarded the contract

If no, automatic exclusion.

If you answer N/A, please state why. Note that it is a legal requirement that all

companies hold Employer’s Liability Insurance of £5

million as a minimum. This is not applicable to Sole

Traders.

4.2 Please confirm if you currently have, or are willing to commit to the £1 million pounds minimum required level of Public Liability Insurance applicable for each and every occurrence.

YesNo


the required level if



awarded the contract

4.3 Please confirm if you currently have, or are willing to commit to the £1 million pounds minimum required level of Professional Indemnity Insurance applicable for each and every occurrence.

YesNo


the required level if awarded the contract


Category 5

Economic and

Financial Standing

5.1 Please provide one of the following to demonstrate your economic/financial standing;

(a)

A copy of the audited accounts for the most recent two years.

(b) A statement of the turnover, profit & loss account, current liabilities and assets, and cash flow for the most recent year of trading for this organisation.

(c) A statement of the cash flow forecast for the current year and a bank letter outlining the current cash and credit position.

(d) Alternative means of demonstrating financial status if any of the above are not available (e.g. Forecast of turnover for the current year and a statement of funding provided by the owners and/or the bank, charity accruals accounts or an alternative means of demonstrating financial status).

Please state which option provided

………

Enclosure Required

(Please note only one copy required)

This section is to ascertain the supplier’s financial

stability. The questions are intended to gain a basic

indication that the supplier is not a significant financial

risk in relation to the supply of services to MM/ GC. Suppliers will not be deselected on the basis of

turnover size / credit check alone. The assessment will be fair and proportionate

to the contract. Where the financial viability of the supplier is considered to

represent a significant and unacceptable risk to the

completion of the contract, and GC /MM money, the supplier may be failed on

this basis.


Enclosure Required

Category 6

Modern Slavery Act

2015

6.1 Please confirm if you are a commercial organisation as defined by section 54 of the Modern Slavery Act 2015 (http://www.legislation.gov.uk/ukpga/2015/30/section/54/enacted)

Yes or No Information Only

6.2

If you answered yes to the above, please provide the link or a copy of your statement

Link or Enclosure

Free text Pass / Fail


ANNEX 2: Scoring Framework

The proposal will be scored out of a maximum of five marks, using a standard method of scoring as set out in the table below, please note some questions are weighted.

Classification Score Scoring Principals

Excellent 5Proposal meets the required standard in all material respects to a high standard.

Good 4 Proposal meets the required standard in most material respects.

Satisfactory 3Proposal meets the required standard in many material respects but is lacking or inconsistent in others.

Partial 2Proposal falls short of achieving expected standard in a number of identifiable respects.

Poor 1*Proposal significantly fails to meet the standards required, contains significant shortcomings and/or is inconsistent with other proposals.

Unacceptable 0*Completely fails to meet required standard or does not provide a proposal.

*Any Bidder scoring a 0 or 1 for any questions may be excluded from the process.

Area to be covered Weighting

1. Project Team & Proven Track Record - Propose your key team who will undertake the project and identify their

capability and experience.- Please outline previous and relevant experience including a case study of

how you have undertaken a similar project in the past for a client. Please provide contact details so we may take up a reference.

10%

2. Your Approach to the Project Requirements Interpretation of requirements – Outline your project proposal and timeline for what you would consider the best approach in addressing the scope of work presented in the tender specification. Please indicate how you will bring your expertise to this project and why your approach is stand out from your competitors

40%

3. High Quality Outputs and CommunicationOutline how you will ensure a high-quality delivery of the scope of works including how you will ensure that the key project outputs will meet our requirements and will satisfy all stakeholders in the project. Indicate how you will effectively communicate with the Marketing Manchester team during the project to ensure that the project outputs and deliverables meet the requirements of the project

10%

4. Social Value 7%


Area to be covered Weighting

With reference to the above Social Value section, please use this opportunity to identify what social value you will deliver in undertaking this project, referencing the 6 key themes we have identified (SEE ANNEX 3 for Social Value examples).Please also include any activities that you currently undertake in your business practices or ways of working to further these social value commitments.

3%

5. Value for Money Please provide a full budget breakdown for the delivery of the scope of works, noting that this must include all out of pocket (including travel and subsistence) expenses. The budget is set and cannot be exceeded therefore you must identify all costs associated with delivering the project in its entirety. Please also indicate your indicative payment schedule noting that payments will be made following the fulfilment of key milestones only.

30%

Total 100%


Annex 3

Social Value and Responsible Procurement

Please see our Growth Company Website to see some of our relevant Policies:

http://www.growthco.uk/about-us/policies/environmental-policy/

http://www.growthco.uk/about-us/policies/social-value-policy/

http://www.growthco.uk/about-us/policies/sustainability-policy/

GC seek to drive positive outcomes by focussing on the following objectives;

1) promote employment and economic sustainability – tackle unemployment and facilitate the development of skills;2) raise the living standards of local residents – working towards living wage, maximise employee access to entitlements such as childcare3) promote participation and citizen engagement - encourage resident participation and promote active citizenship; 4) build the capacity and sustainability of the voluntary and community sector– practical support for local voluntary and community groups; 5) promote equity and fairness – target effort towards those in the greatest need or facing the greatest disadvantage and tackle deprivation

across the borough; 6) promote environmental sustainability – reduce wastage, limit energy consumption and procure materials from sustainable sources

At GC we strive to make a positive difference through the services we provide by ensuring we continue to develop services which meet the needs of those customers who are often less able to participate in mainstream support.

This includes supporting: people to enter or return to the labour market after periods of exclusion people to realise their potential in higher paid roles by increasing their skills business to grow and connect with their communities while reducing environmental impact business to grow and develop creating good jobs in good companies employers to develop and retain their staff in fulfilling roles


employers to recruit staff from local or excluded communities

In addition, we work within our own Business at GC to promote the 6 key Social Value themes identified in the Tender documents.

Theme What do we do within our own Business at GC? Promote employment and economic sustainability

- We are a Disability Confident Employer (https://disabilityconfident.campaign.gov.uk/)- We offer apprenticeship opportunities- We are piloting a Mentor Scheme within our own business - We provide high quality work Experience Opportunities and have achieved the Fair Train Gold Standard

(http://www.fairtrain.org/home)- We monitor and report on our pay based on gender and other factors- We employ people from our local community - We promote Social Value in our procurement and generate Social Value through our procurement contracts with suppliers

Raise the living standards of local residents

- We offer our employees flexible working practices- We offer a comprehensive Reward and Recognition programme to our employees- We offer an Employee Assistance Scheme which assists our employees with personal support for personal and work related

problems - We operate an ethical Recruitment Agency (http://aspirerecruitment.org.uk)- We provide our employees with a structured learning and development programme- We provide enhanced sickness and parental pay benefits to our employees

Promote participation and citizen engagement

- We guarantee interviews for disabled applicants - We advocate the Living Wage- We monitor which communities respond to our vacancies- We provide Pre-Recruitment training through Aspire Recruitment - We collaborate with local stakeholders and businesses - One of our key Group Values is ‘Stronger Together’

Build the capacity and sustainability of the voluntary and community sector

- We are a Not for Profit Social Enterprise - We have a Volunteering Policy and offer 2 days paid leave annually for staff who volunteer - We hold monthly events to raise money for charities - Challenge for Change is part of the Growth Company, and we subsidise the cost for charities who use the facility

(http://challenge4change.org/)- We support the GM Social Value Network (https://gmsvn.org.uk/)


- We include Social Value in our Procurement criteria Promote equity and fairness

- We are a Values based organisation and embed our core values in our ways of working- Our Pay Grades are set through Job Evaluation processes - We have established Responsible Procurement Principles which form part of our tender specification - We work to make sure that Modern Slavery has no part in our Business and Supply Chain and publish a statement with the steps

taken on our website- We have a Board Level champion for Equality, Diversity and Inclusion (EDI) and formal EDI meetings and Culture and LGBT sub-

groups- We have standardised Performance Appraisals for staff which include a values based review

Promote environmental sustainability

- We recycle unavoidable waste- We monitor and control our paper use and use 100% recycled paper in our printers- We have established Responsible Procurement Principles - We include environmental aspects in our Procurement criteria - We monitor and report on staff mileage and staff travel - We offer Season Ticket Loans and the Bike to Work Scheme - We promote the Green Growth Pledge (https://www.green-growth.org.uk/pledge)- We have undertaken a Group Wide Energy Audit with key recommendations- We have identified the key aspects where we have a negative impact on the environment: Heating and Cooling, Business Travel, IT

Equipment, Paper Consumption and have put in place policy and systems to measure, manage and reduce these impacts

In addition, the below table provides some information regarding what Social Value could look like for suppliers. Some examples will not be practical for this industry or opportunity; however, we encourage bidders to consider what areas of expertise they have and how they can work within Manchester or your own communities to promote our 6 key themes.

In evaluating your tenders, we will also recognise what you already do in your business toward your Corporate Social Responsibility approach.

Theme Outcomes: What are we trying to achieve?

What could this mean for suppliers?What could they deliver (Examples Only – this is NOT and exhaustive list)

a) Promote Employment &

Outcome 1: More local people in work

Create x number of new jobs in the local economy Create x number of traineeships (including apprenticeships) for local residents


Economic Sustainability

Provide x number of days of meaningful work experience for local residents Support x number of people back to work by providing career mentoring for job clubs, including mock

interviews, CV advice, and careers guidance Supporting young people into work by delivering employability support (e.g. CV advice, mock interviews,

careers guidance) to x number of school and college students Employ x number of ex-offenders (or other group of people who typically face additional challenges in

competing in the labour marketOutcome 2: Thriving local businesses

Support x number of new business start-ups by running practical workshops with enterprise clubs Support the local economy by spending x% of total expenditure in the local supply chain - this could be

measured with tools such as LM3 Support the local supply chain by spending x% of total expenditure in a xx-mile radius of / within Greater

ManchesterOutcome 3: Responsible businesses that do their bit for the local community

Attract £x worth of inward investment into the borough Secure positive profile for the Greater Manchester through x number of positive stories in the national

media Support the Fairtrade status by ensuring that x% of food products in the supply-chain is Fairtrade Secure £x-worth of investment in, or in-kind contributions to, fuel poverty initiatives in Greater

Manchester

b) Raise the living standard of local residents

Outcome 4: A Local workforce which is fairly paid and positively supported by employers

Work towards paying staff the Living Wage Increase rates of pay for lowest-paid staff by x% Improve the skills levels of existing staff by training x% of the workforce to Level 2/3/4 (for example) Reduce average sickness absence by x% through an improved health, wellbeing and support package for

staff Identify all staff who are carers and ensure flexible working practices are implemented to support these

responsibilities within x weeks of contract start datec) Promote

Participation and Citizen Engagement

Outcome 5: Individuals and communities enabled and supported to help themselves

x% of service users supported to self-help Coordinate and run a befriending scheme to reduce social isolation (and thus prevent the consequences of

social isolation) for x number of older people d) Build capacity and

sustainability of the Voluntary and Community Sector

Outcome 6: An effective and resilient third sector

Contribute x number of hours of business planning support / financial advice / legal advice / HR advice to community and voluntary organisations through an Employer-Supported Volunteering scheme

Provide facilities for use by community and voluntary organisations for x number of hours per year Work with community and voluntary organisations to create x number of new volunteering opportunities

in the Greater Manchester Support local third sector organisations through the supply chain by spending x% of total expenditure with

community and voluntary sector providers based in Greater Manchester


e) Promote Equity and Fairness

Outcome 7: A reduction in poverty, health and education inequalities.

• Work towards paying staff the Living Wage• Increase rates of pay for lowest-paid staff by x%• Reduce average sickness absence by x% through an improved health, wellbeing and support package

for staff• Identify all staff who are carers and ensure flexible working practices are implemented to support

these responsibilities within x weeks of contract start date• Supporting young people into work by delivering employability support (e.g. CV advice, mock

interviews, careers guidance) to x number of school and college students

Outcome 8: Acute problems are avoided and costs are reduced by investing in prevention.

x% overall spend disinvested from acute interventions and reinvested in prevention Support prevention by running education and publicity campaigns with specific targets (e.g. support x

number of staff / residents / service users to stop smoking / increase their physical activity / access money advice)

f) Promote Environmental Sustainability

Outcome 9: We are protecting our physical environment and contributing to climate change reduction.

Reduce the amount of waste generated by x% compared to previous contract Reduce the amount of waste sent to landfill by x% compared to previous contract Reduce carbon emissions by x% per year Reduce overall energy consumption / water consumption by x% per year Increase the use of renewable energy / community generated renewable energy as a proportion of total

energy consumption by x% over the lifetime of the contract (without increasing overall energy consumption)

Support x number of households to better manage their energy demands through improvements in the fabric of their homes, bringing them out of fuel poverty and contributing to climate change goals

Responsible Procurement Principles

The Growth Company (GC) is committed to upholding the highest ethical conduct in its activities. We seek to work with businesses and organisations who respect the following values and principles in their business;

Labour Principles

Employment is freely chosen. GC have a zero-tolerance approach to the exploitation of workers


There is no exploitation of children

Living wages are paid as defined by all minimum national legal requirements

Working conditions are safe and hygienic

Working hours are not excessive and comply with all relevant national legislation

No discrimination is practised

Regular employment is provided

The rights of staff to freedom of association and collective bargaining are respected

No harsh or inhumane treatment of staff is allowed

Environmental Sustainability

GC is committed to principles of sustainability and seeks to minimise the impact of our activities on the environment; we look to our partners, suppliers and associates to work with us to achieve these aims and promote environmental sustainability in our business.

The following principles should be considered in the products and services used and supplied to GC;

Goods and services should be produced and provided in ways which minimise their embodied energy and the energy they consume over their lifetime

Durable product that can be reused, refilled or recharged to extend its life Made of recycled materials, maximising post-consumer content Recyclable after the intended use and diverted from Landfill Non-toxic or minimally toxic, preferable biodegradable Sustainable Sources – recognised certification only

Packaging, Transport and Waste


Packaging is minimised Packaging used contains high recycled content and is recyclable Schemes for end-of-life equipment and packaging recycling Consideration of transport distances and methods through the supply chain, from source, production through to final delivery point.

Bribery, Corruption and Conflicts

The Growth Company recognises that bribery is contrary to fundamental values of integrity, transparency and accountability and undermines organisational effectiveness. GC staff may not accept gratuity, advantage or personal favour from suppliers or other business partner organisations.

We require our suppliers (including their sub-contractors) and other business partner organisations to show commitment to the prevention, deterrence and detection of bribery and implement effective anti-bribery measures in their business and supply chain.

Furthermore, in principle no company or supplier may attempt to obtain a contract, if there is any direct link, whether through family or interests, with a member of GC staff unless this is properly declared at all stages of the process and that it can be clearly proven that at no point during the procurement process has there been any unfair advantage gained.

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