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Invitation to Tender and Requirements Invitation to Tender for the Provision of Research and Strategy Services for Manchester’s Music Tourism Background Marketing Manchester is seeking to appoint an experienced and knowledgeable provider to undertake research and strategy services to develop the direction of Greater Manchester’s music tourism offer Music tourism is a large area of growth in the UK. The total direct and indirect spend generated by music tourism in the UK is estimated at £4bn, with £2.5bn spent directly by 12.5m music tourists. The UK has 823,000 overseas music tourists in 2016, with an average spend in the UK of £850 (Wish You Were Here, 2016). Greater Manchester’s musical heritage and continued thriving music scene positions the conurbation well to benefit further from the music industry and music tourism more widely. Music tourism brings billions of pounds to cities each year. Tourism assets include a city’s year-round live music scene, music festivals and historical music landmarks. A few cities have developed comprehensive music tourism strategies that involve music-based branding, promotional campaigns, wayfinding apps and other social media strategies, investment in music infrastructure and signage, and programming. Accurate measurement of music tourism is a common gap since it is normally grouped with cultural tourism. This project will seek to understand and prioritise these issues. Our objective is to develop and support the strategic direction of Greater Manchester’s position within the music marketplace: to understand and develop music’s value in relation to Manchester’s visitor economy: and to scope the potential for Manchester’s music as part of a Gateway thematic to connect with Liverpool, Leeds and Sheffield. This work will run parallel with and connect to the Greater Manchester Music Review, commissioned by GM Mayor Andy Burnham. The six month review, led by UK Music, will be supported by three chairs: Inspiral Carpets’ Martyn Walsh, former Sony UK CEO and current BPI Chair Ged Doherty and Karen Boardman, Co-Director Crisis Management LLP. Broadly, the UK Music review will explore and make recommendations on the potential of the music industry in Greater Manchester, supporting talent development and the infrastructure required to develop the next generation of musicians in GM, while this piece of

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Invitation to Tender and Requirements

Invitation to Tender for the Provision of Research and Strategy Services for Manchester’s Music Tourism

Background

Marketing Manchester is seeking to appoint an experienced and knowledgeable provider to undertake research and strategy services to develop the direction of Greater Manchester’s music tourism offer

Music tourism is a large area of growth in the UK. The total direct and indirect spend generated by music tourism in the UK is estimated at £4bn, with £2.5bn spent directly by 12.5m music tourists. The UK has 823,000 overseas music tourists in 2016, with an average spend in the UK of £850 (Wish You Were Here, 2016). Greater Manchester’s musical heritage and continued thriving music scene positions the conurbation well to benefit further from the music industry and music tourism more widely.

Music tourism brings billions of pounds to cities each year. Tourism assets include a city’s year-round live music scene, music festivals and historical music landmarks. A few cities have developed comprehensive music tourism strategies that involve music-based branding, promotional campaigns, wayfinding apps and other social media strategies, investment in music infrastructure and signage, and programming. Accurate measurement of music tourism is a common gap since it is normally grouped with cultural tourism. This project will seek to understand and prioritise these issues.

Our objective is to develop and support the strategic direction of Greater Manchester’s position within the music marketplace: to understand and develop music’s value in relation to Manchester’s visitor economy: and to scope the potential for Manchester’s music as part of a Gateway thematic to connect with Liverpool, Leeds and Sheffield.

This work will run parallel with and connect to the Greater Manchester Music Review, commissioned by GM Mayor Andy Burnham. The six month review, led by UK Music, will be supported by three chairs: Inspiral Carpets’ Martyn Walsh, former Sony UK CEO and current BPI Chair Ged Doherty and Karen Boardman, Co-Director Crisis Management LLP.

Broadly, the UK Music review will explore and make recommendations on the potential of the music industry in Greater Manchester, supporting talent development and the infrastructure required to develop the next generation of musicians in GM, while this piece of work will raise the profile of Greater Manchester’s thriving music scene and heritage, capitalising on existing strengths as a national and international destination for music lovers. The two pieces of work will be complementary and will report together in 2019.

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.

Invitation to Tender and Requirements

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.

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;

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

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

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

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

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

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.

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.

Invitation to Tender and Requirements

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

Project Brief

The brief for this project seeks to:

- Provide a music vision for Manchester to introduce and frame music’s potential to the city’s visitor economy.

- Map and assess Manchester’s music ecology (venues, studios, heritage locations, etc.)- Identify thematic opportunities to work (initially) with Liverpool and Leeds and potentially

Sheffield.- Identify opportunities and best prospects for bookable product and create initial options to

market test- Prepare a marketing strategy to create value capture around Manchester’s visitor economy.

Project Deliverables:

- Orchestrate 1 roundtable / stakeholder engagement session with 10-12 key Manchester music industry executives.

- Scope and collate headline statistics about Manchester and its music industry.- Provide 3 global music tourism case studies. - Benchmark music tourism activity against 3 global cities.- Identify existing opportunities: for museums and attractions to showcase a music story; to

identify relevant Manchester music artefacts and assets that tell a story and be of interest to tourists; current music experiences that have visitor appeal.

- Create 3 Heritage Music Asset Packages for Manchester as Gateway to the North (e.g. The Northern Britpop Story from The Happy Mondays to Oasis, The Smiths tour); to Liverpool (e.g. The Beatles Story/Merseybeat) and to Leeds/Sheffield (e.g. the DIY Punk tour), etc.

- Develop both the narrative and the product (including up to 6 bookable music product options), building on the research to create a really coherent story and offer.

- Outline a strategy to sell effectively to two international markets (chosen following research findings) for Manchester focused music tourism offers.

- Outline 10 global events where we can present Manchester as a music destination (e.g. SXSW and ITB), including costs, politics, opportunities, threats.

Project Timeline:

- Product audit and mapping: September- Develop initial product options: November- In market testing: December/January- Full report on findings and recommendations: March

Requirements and Specification :

The successful bidder must be able to produce the project deliverables with 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

Invitation to Tender and Requirements

- Have proven track record and experience of conducting similar market research preferably in the music 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

Budget:

The maximum total available budget for this project is £25,000 excluding VAT.

Deadline for Responses:

Your written proposals and additional documentation where applicable must be submitted to [email protected] by midday on Friday 17th August 2018.

The successful company will be notified by Friday 24th August 2018 and will be expected to commence work by Monday 3 September 2018.

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

Bidders 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 in Annex 2.

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 page count limit will not be scored and will be disregarded when evaluating the proposal.

In addition, all applicants must complete the Selection Questionnaire provided (Document B). Details about how to complete this document 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 6 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.

Invitation to Tender and Requirements

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.

Contract Terms and ConditionsThe 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.

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.

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.

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 31st July 2018. Clarification Answers (available on the website) 3rd August 2018

Invitation to Tender and Requirements

Evaluation Criteria

Expressions of interest 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.

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

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.

Proposal Submission and Deadline

This project will be managed by Nick Brooks-Sykes, Director of Tourism at Marketing Manchester.

Your written proposal and completed Document B Selection Questionnaire should be submitted no later than midday on Friday 17th August 2018 to:[email protected]

Invitation to Tender and Requirements

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.

Invitation to Tender and Requirements

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

Invitation to Tender and Requirements

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

Invitation to Tender and Requirements

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

Invitation to Tender and Requirements

Category 2

Grounds for

mandatory exclusion

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 been convicted anywhere in the world of any of the offences below?

Yes or NoThe detailed grounds for

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

Invitation to Tender and Requirements

Tender Team.

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 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?

Yes or No

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 Yes or No

Invitation to Tender and Requirements

procurement procedure?

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

3.2If 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

YesNo

If no, automatic exclusion.

Invitation to Tender and Requirements

and every occurrence.

Willing to Commit to taking out insurance to

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)

(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 66.1 Please confirm if you are a commercial organisation as defined by section 54 of

the Modern Slavery Act 2015 Yes or No Information Only

Invitation to Tender and Requirements

Modern Slavery Act

2015

(http://www.legislation.gov.uk/ukpga/2015/30/section/54/enacted)

6.2

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

Link or Enclosure

Free textPass / Fail

ANNEX 2: Scoring FrameworkThe 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 5 Proposal meets the required standard in all material respects to a high standard.

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

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

Partial 2 Proposal 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. 15%

Invitation to Tender and Requirements

Area to be covered Weighting

- 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.

2. Your Approach to the Project RequirementsInterpretation 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 your proposed approach will best cover the scope of works noting how you will bring your expertise to this project

40%

3. High Quality OutputsOutline how you will ensure a high-quality delivery of the scope of works including how you will ensure that the final report meets our requirements and will satisfy all stakeholders in the project.

5%

4. Social ValueWith 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).

7%

Please also include any activities that you currently undertake in your business practices to further these social value commitments.

3%

5. Value for MoneyPlease 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%

Invitation to Tender and Requirements

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.

Invitation to Tender and Requirements

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

Invitation to Tender and Requirements

- 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 reviewPromote 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 & Economic Sustainability

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 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,

Invitation to Tender and Requirements

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 peopled) 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 Manchestere) Promote Equity and

FairnessOutcome 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

Invitation to Tender and Requirements

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

Invitation to Tender and 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

Invitation to Tender and Requirements

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.