EFA Regional FrameworkLocal Competition Option A - Invitation to Tender (“Option A ITT”)

Version 8

[INSERT NAME OF SCHEME/SCHOOL(S)/BUNDLE THE ITT RELATES TO]

Date Issued: [insert date]

ContentsDocument Control 4

Glossary of Terms 6

Important Notice 8

Option A ITT Structure 9

Part 1 – Background Information 10

1.1 Introduction 10

1.2 Description of the Works 11

1.3 School Educational Requirements 11

1.4 Description of the Site 11

1.5 Programme 11

1.6 Funding Statement 12

1.7 Local Competition Option 13

1.8 Form of Contract 13

1.9 Enquiries 14

Part 2 – Specific Information 14

2.1 Brief Description of the Works 14

2.2 Location 14

2.3 Details of School Requirements 14

2.4 Surveys 17

2.5 Employers Requirements / Output Specification 18

2.6 Risks and Constraints 18

Part 3 – Technical Requirements 18

3.1 Instructions 18

3.2 Qualitative Response 21

3.3 Pricing Response 22

3.4 Evaluation 22

3.5 General Conditions 26

Part 4 – Documents to be provided with Tender Response 31

4.1 Form of Tender and Certificate of Bona Fide Tender 31

4.2 Non-Canvassing Certificate 31

4.3 Non-Collusion Certificate 31

4.4 Qualitative Response 31

4.5 Pricing Response 31

Appendix A – Checklist of Documentation / Information provided by Framework User at Local Competition with the Option A ITT document 36

Appendix B – Checklist of Documentation / Information to be submitted by a Bidder as part of its Tender Response to the Option A ITT 38

Appendix C – Qualitative Questions and Weightings 41

Appendix D – Guidance for the Completion of Pricing Documents by Bidders 42

Appendix E – Site Drawings 45

Appendix F – Employer’s Requirements and Output Specification 46

Appendix G – Initial Risk Register 47

Appendix H – Draft PCSA 48

Appendix I – Draft Scheme Contract 49

Document Control

EFA and its advisers accept no liability whatsoever for any expense, liability, loss, claim or proceedings arising from reliance placed upon this Local Competition Tender Document Option A

Document Properties

Document Owner Deputy Director – Transactions and Procurement

Organisation Education Funding Agency

Title EFA Regional Framework Local Competition Template Tender Document for use with Option A ("Option A ITT")

Abstract

This Option A ITT template will assist Framework Users and their technical advisers in developing the necessary documentation to undertake the Local Competition process.

Framework Users are reminded that the EFA Regional Framework was procured under the Restricted Procedure of the Public Contracts Regulations 2006 so it is important that the Framework documents are followed. In particular, Framework Users can only add to the bid requirements in exceptional and locally specific circumstances.

This Option A ITT template should be read in conjunction with the Regional Framework Handbook.

Framework Users must delete this "Document Control" front page, footnotes and all square brackets in this document prior to issuing to Framework Members in a Local Competition.

Version History

Date Editor Version Status Reason for change

24/03/2014 DJK 1.0 Issued 1st issue draft for Regional Framework

02/07/2014 DG 2.0 Issued 2nd issue draft for Regional Framework

04/07/14 DR 3.0 Draft Bond Dickinson comments

07/07/14 DG 4.0 Issued 4th issue draft for Regional Framework

17/07/14 DG 5.0 Draft 5th issue draft for Regional Framework

25/07/14 DG 6.0 Draft Final draft for EFA Regional Framework

29/07/14 DG 6.00 Issued Issued

04/03/15 MS / UK 7.00 Issued Updated

30/11/15 DW / UK 8.00 Issued Summary of changes (not exhaustive)

a) Updated glossary and instructions to Framework Users;

b) Enhanced Funding Statement section;

c) Updated Technical Requirements;

d) Full outline of quality and pricing evaluation now included within ITT;

e) New section on Freedom of Information, Environmental Information Statement and Transparency Agenda;

f) Updated Appendix A and B (and extended list of other Appendices) to provide comprehensive checklist for Framework Users and Framework Members;

g) Minor updates to Pricing Document instructions at Appendix D.

Glossary of Terms“Bidders” Those Framework Members participating in this Local

Competition Option A process;

“Building Contracts” The PCSA and JCT Contracts with standard form EFA amendments to be used for the development and / or construction of a Scheme;

“Closing Date” The closing date for the delivery of Tender Responses being [12 noon] on [ ], as specified in paragraph 1.5 of this Option A ITT;

“EFA” The Education Funding Agency, of Fourth Floor, Sanctuary Buildings, 20 Great Smith Street, London, SW1P 3BT;

“Employer’s Requirements / Output Specification” (Parts A and B)

The specification provided at Appendix F of this Option A ITT;

“Feasibility” The stage of project development that seeks to demonstrate the deliverability of the Scheme;

“Framework” The Regional Framework established by the EFA pursuant to OJEU notice reference 2013/S 230 – 398762 published on 27 November 2013;

“Framework Member(s)” The contractors who have entered into the Framework agreement with EFA on a Lot basis;

“Framework User” [Insert details of Framework User], being a contracting authority which is eligible to use the Framework, run Local Competitions and enter into the Building Contract(s)

“JCT Contracts” The JCT suite of contracts with EFA standard form amendments (as set out in Parts 2 to 4 of Schedule 3 of the Framework (as amended from time to time by the EFA));

“Local Competition” The design and build (Option A) mini competition process of selection by a Framework User of a Framework Member from the Framework to carry out a Scheme;

“PCSA” The EFA standard form Pre-Construction Services Agreement (as set out in Part 1 of Schedule 3 to the Framework (as amended from time to time by the EFA));

“Selected Bidder” The successful Framework Member selected pursuant to the Local Competition Option A to carry

out the Scheme;

“Scheme” [Insert name and details of scheme];

“Tender Response” The written response submitted by a Framework Member to this Option A ITT.

Important NoticeThis Option A ITT document is being issued for and on behalf of the Framework User in respect of a Local Competition pursuant to the Framework.

[This Local Competition is being conducted by the EFA which is an executive agency within the Department for Education (“DfE”). Any appointment made pursuant to this Option A ITT will be managed by the EFA. The legal contracting party and the “Employer” for the purposes of executing the Building Contract on behalf of the EFA is the Secretary of State for Education. References to the “EFA” in this Option A ITT (and accompanying tender documentation) shall be deemed to include the DfE and the Secretary of State for Education as the legal entity.]1

The contents of this Option A ITT and of any other documentation sent to you in respect of this Local Competition are provided on the basis that they remain the property of the [Framework User] and must be treated as confidential. If you are unable or unwilling to comply with this requirement, you are required to destroy this Option A ITT and all associated documents immediately and not to retain any electronic or paper copies.

1 To be used where Framework User is the EFA only.

Option A ITT Structure This Option A ITT is structured in four parts:

Part Reference Content

Part 1 – Background Information

This part provides:-

Details on the structure of the Local Competition Option A documentation;

Information about the Scheme, a description of the works, educational requirements, programme, funding, and Building Contract(s).

Part 2 – Specific Information This part provides:-

Project specific information relating to the School’s requirements, surveys, specification, and risks and constraints.

Part 3 – Technical Requirements

This part comprises:-

Information about the Tender Response submission process, the timetable, communication routes, and contacts; and

Instructions on the Local Competition process setting out the core qualitative and pricing requirements to which Framework Members are required to respond and which will form the basis of the technical evaluation of the Framework Member’s response to this Option A ITT.

Part 4 – Framework Member’s Response

This part provides:-

Details of the documentation to be submitted as part of the Tender Response.

The Framework User reserves the right, at its discretion, to amend the materials in these parts as may be appropriate from time to time.

Part 1 – Background Information

1.1 Introduction

The Framework User is inviting submissions from Framework Members interested in taking part in a Local Competition for the Scheme, reference number [insert Scheme Regional Framework unique reference number] within Lot [insert Lot number], the [insert Region title] Region.

This Option A ITT is issued2 to Framework Members on [insert date] and represents the beginning of the Local Competition. The purpose of the Local Competition is to identify the Framework Member who can best deliver the Scheme. Through this Local Competition process, the Framework User will assess the Bidders team, approach and understanding of issues for this Scheme in order to identify the Selected Bidder who will be taken forward to deliver the Scheme.

The qualitative questions (refer to Part 3 and Appendix C) require concise and factual responses which clearly reflect the Bidders positions and take account of their obligations under the Framework Agreement. This provides Bidders with the opportunity to present their case for being selected to deliver the Scheme.

Bidders must obtain for themselves at their own expense all information necessary for the preparation of their Tender Response.

2 Framework Users are directed to use Appendix A as a checklist of information and items which should be provided to the Bidders at the start of the Local Competition.

1.2 Description of the Works

The Scheme involves:

[Insert outline description of proposed scheme]3

1.3 School Educational Requirements

[Summarise the key principles of the Education Requirements, including approach to ICT (maximum 1 side of A4)]

1.4 Description of the Site

[Summarise the details of the site including location, number and age of building(s), nature of surrounding area and any key adjacencies, etc.]

1.5 Programme

An indicative timetable for this Local Competition is as follows:

Issue Option A ITT to all Framework Members appointed to the relevant Lot of the Framework

[insert date]

Site visit [insert date]

Deadline for Framework Members confirmation of willingness to bid (yes or no with reasons)

[insert date – Minimum of 10 days from issue of Option A ITT]

Deadline for receipt of Tender Responses to Option A ITT

[insert date – Minimum of three weeks from issue Option A ITT]

Interviews (where Framework User has received approval to interview and indicates that they will take place)4

[insert date]

3 Framework Users should provide an executive summary of the proposed Scheme, noting any key issues will be set out at Part 2 of this Option A ITT. This should include clear reference to the procurement strategy. This does not need to be longer than one side of A4.

4 Where Framework Users wishes to interview Bidders, prior approval must be obtained from the relevant EFA Framework Manager for the Lot. Interviews are strongly discouraged and approval will only be granted in exceptional circumstances.

Notification of award of Scheme to successful and unsuccessful Bidders

[insert date]

The anticipated pre-construction activity dates for the scheme are:

Appointment selected Bidder [insert date]

Enter into PCSA [insert date]

Completion of Feasibility Stage [insert date]

Completion of Feasibility Review Period [insert date]

Submission of Planning Application5 [insert date]

Agreement of Contract Sum / Scheme Contract Close

[insert date]

The anticipated construction dates for the Scheme are:

Start on Site [insert date]

Completion of Works [insert date]

End of Rectification Period [insert date]

1.6 Funding Statement

The total available funding identified for this Scheme is: £ [insert sum] (excluding VAT). This funding is comprised of the following6:

Funding Allowance Sum Responsibility for deliveryconstruction costs [Insert £ sum] ContractorFF&E [Insert £ sum] [Insert party]ICT passive infrastructure [Insert £ sum] [Insert party] – see 2.3.6 for

details

5 Only to be included when planning consent is required6 Expand as required with key headings and associated funding allowances. Detail any capital contributions by any

third parties.

ICT active infrastructure [Insert £ sum] [Insert party] – see 2.3.6 for details

[Any ring fenced funding allowances] [Insert £ sum] [insert party]

The sum of [Insert £ sum]7 is the overall funding envelope available to the Bidder for the design and build of this Scheme (see section 3.3 below)

The funding information set out above was calculated in accordance with the following:

BCIS All-in Tender Price Index [state index]

Location Factor [state factor]

1.7 Local Competition Option

The Local Competition process to be adopted for this Scheme is:

Option A – Design and Build Tender Competition

1.8 Form of Contract

The forms of contract to be entered into between the Framework User and Selected Bidder will be:

The PCSA; and

[JCT Minor Works with Contractors Design] [delete as appropriate]

[JCT Intermediate with Contractors Design] [delete as appropriate]

[JCT Design Build] [delete as appropriate]

Draft versions of the PCSA and Scheme Contract can be found at Appendix H and I.

The JCT Contract will contain the EFA Schedule of Amendments as previously agreed by Framework Members under the Framework Agreement. Note: The PCSA will be entered into between the Framework User and Selected Bidder following completion of the Local Competition.8

7 The total funding minus any elements which will not be delivered by the Selected Bidder. 8 For further information regarding the Building Contracts, Framework Users must consult with their Legal Adviser as appropriate.

1.9 Enquiries

Any enquiries must be submitted to the Contact Officer in writing via e-mail [insert name] at:

[Insert email address]

Part 2 – Specific Information9

2.1 Brief Description of the Works

[State works to be undertaken]

2.2 Location

[State address including postcode where works to be undertaken and providing a red line drawing of the site as at Appendix E]

2.3 Details of School Requirements10

2.3.1 Type of School

[Provide brief description.]

2.3.2 Age Range

[Insert statement setting out age range of pupils to be attending the proposed facility.]

2.3.3 Number of Children per Age Range

[Provide brief description.]

2.3.4 School Specialism (if any)

[Provide brief description if required.]

2.3.5 School Specific Requirements

[Add here any school-specific issues. For example the need to consider any planned changes in pupil intake or age range, or educational drivers as set out below:]

Educational Drivers

i) Educational Background and Context9 If more than one school is being procured within this Local Competition (i.e. a bundle), then this Part 2 – Specific Information needs to be expanded to include this information for all Schemes included in the bundle.10 Framework Users must ensure that this information does not contradict and aligns with the Output Specification/Employer Requirements provided in Appendix F of this Option A ITT.

The Bidder shall design the school to facilitate the provision of education in accordance with the Employer’s Requirements / Output Specification to comply with the relevant needs of the cohort of pupils and numbers of teaching and non-teaching staff to be funded and the unique ethos of the school as set out below.

[If known, summarise here aspects of the school’s ethos which may impact on the design. The text should be realistic and succinct and reflect the school’s future priorities and plans, taking account of the available budget]

ii) Curriculum and Organisation

The Bidder shall design the school to enable the curriculum to be delivered and the school to be organised to respond to the following specific school requirements:

[If known, summarise here the school’s curriculum and organisation for example:

Any particular emphasis on an area of learning.

The proposed school day structure and length of lessons and break times (e.g. start and finish time); including any variation across groups.

Any organisational changes planned for the near future.

The number of pupils and staff there will be in each learning session (including support staff in a special school).

Whether there will be any mixed age groups (primary and special)

Whether there are any long-term arrangements for pupils to spend some of their time off site.

If there is a designated special needs provision, how pupils divide their time between the main school and the unit].

iii) Teaching and Pedagogy

The Bidder shall ensure that the School is capable of meeting the following School-specific requirements in relation to teaching and pedagogy:

[If known, summarise here the school’s approach to teaching and the range of learning activities that will need to be accommodated, for example:

For primary schools: the school‘s approach to practical activities, literacy and numeracy sessions.

For secondary schools: any multi-disciplinary/cross curricula projects; links between faculties/departments.

For secondary schools: whether the leadership team should be centralised or dispersed across the school.

How ICT will be used across the curriculum, and by managers and administrators.

For special schools, the school’s approach to supporting a particular special educational needs such as severe ASD or PMLD].

iv) Behaviour and Pastoral Care

The Bidder shall ensure that the school is capable of meeting the following school-specific requirements in relation to behaviour and pastoral care:

[If known, summarise here the school’s approach to pastoral care arrangements, for example what approach the school will take to passive surveillance and supervision, including around circulation and toilet areas].

v) SEN and Disabilities

The Bidder shall ensure that the school is capable of meeting any school-specific requirements in relation to SEN and Disabilities:

[If known, summarise here how the school will meet the needs of pupils with SEN and disabilities. This is particularly important for a special school or designated special unit, for example:

Whether all support will be given within a whole-class setting or in small group or individually away from the classroom.

Whether there will be a need for any specialist support such as for those with medical needs or a visual/hearing impairment.

Whether some pupils use specialist ICT equipment.

Any pupil support received from outside the school, for example visiting therapists.

Any specialist support needed for those with medical needs or a visual/hearing impairment].

vi) Health and Well-being

The Bidder shall ensure that the school is capable of meeting any school-specific requirements in relation to health and well-being:

[If known, summarise here how the school will support the health and well-being of staff and pupils, for example:

The school’s catering policy.

The type of physical activity (including the range of sports where relevant) that will take place.

In a special school, how staff will support pupils with limited mobility].

2.3.6 ICT

[To include information about the supply and delivery of the ICT active and passive infrastructure; whether this is being procured via a third party contractor as follows:

Active infrastructure is to be delivered by the Bidder’s supply chain and integration is required with a third party ICT contractor providing ICT equipment (e.g. servers, user devices, AV) with whom the Bidder has no contractual relationship

Active infrastructure and ICT equipment is delivered by a third party ICT contractor with whom the Bidder has no contractual relationship

The default position with the EFA Regional Framework is that ICT Infrastructure (Passive, Active and associated components) as per the Employer’s Requirements / Output Specification Part B, is delivered by the Bidder. However the Framework does provide the option for changes of responsibility at a programme or project level. This option will be used for free school projects.

In the case of free school procurements the ICT active infrastructure will be delivered by the ICT provider. Bidders are therefore not required to respond to section 4.2 ‘Active network’ of the Employer’s Requirements / Output Specification.

Bidders should note that this change only applies to free school projects, and should not be seen as a change to the default position for future projects and programmes].

2.4 Surveys

For the purposes of this Local Competition, the following surveys are provided:

Survey Date Warranted / Unwarranted

[Insert as required]

2.5 Employers Requirements / Output Specification

Works are to be provided in accordance with the Employers Requirements / Output Specification (see Appendix F).

[Detail any specific amendments required to the Employers Requirements / Output Specification or delete if not applicable].

2.6 Risks and Constraints

Site risks and constraints

[Provide brief description setting out any known risks and / or constraints that may or are likely to impact the site and / or any proposed construction works and / or specific operational requirements of the school that could be affected.

An Initial Risk Register should be provided at Appendix G.]

Part 3 – Technical Requirements

3.1 Instructions

3.1.1 Tender Submission

An indicative timetable for this Local Competition is set out in 1.5 (above). The Framework User reserves the right to amend this from time to time and Bidders will be notified accordingly.

The Tender Response must be received by the Framework User in accordance with the relevant instructions no later than the time and date stipulated. Subject to 3.1.3 (below) a failure to do so may result in a Bidder not being considered and being disqualified from the process.

The Framework User reserves the right to disqualify any Bidder who makes material changes to any aspect of its Tender Response (after the deadline), unless substantial justification can be provided to the satisfaction of the Framework User and such change is in accordance with procurement law.

3.1.2 Tender Response Format

3.1.2.1 Each Tender Response must comprise the documents and information set out in Appendix B. Bidders are directed to use Appendix B as a checklist of information and documents which must be included in their Tender Response.

3.1.2.2 All Tender Responses must be in English.

3.1.2.3 Written responses must be in Arial font size 11 and must not exceed the page allowances stipulated.

3.1.2.4 The Tender Response must be marked with the following details:

Scheme title;

Scheme Regional Framework unique reference number and

Bidder’s name.

3.1.2.5 One [1] electronic copy of the Tender Response shall be submitted by each Bidder.

3.1.2.6 The person signing the Tender Response must state his capacity and official position in the Bidder’s organisation and must be the person empowered and duly authorised to sign and submit Tender Responses for and on behalf of the Bidder and nominated for that purpose in the Forms contained in Part 4 of this Option A ITT (Form of Tender and Certificate of Bona Fide Tender, Non-Collusion Certificate and Non-Canvassing Certificate).

3.1.2.7 The Framework User reserves the reject (at its absolute discretion) a Tender Response which is non-compliant with the requirements of this Option A ITT. Bidders submitting any qualifications should therefore give explicit justification and reasoning for entering a qualification.

3.1.2.8 Only one Tender Response is permitted from each Bidder. In the event that more than one Tender Response is submitted by a Bidder the one with the latest time of submission (prior to the deadline given) will be evaluated and the other(s) will be disregarded.

3.1.2.9 Any signatures must be made by a person who is authorised to commit the Bidder to the Building Contract(s).

3.1.3 Tender Response Delivery

3.1.3.1 Tender Responses must be delivered by the Closing Date via [insert details of e-tendering portal, email address, or other electronic form of communication – add instructions where necessary] attaching all relevant documents (see Appendix B) required by this Option A ITT.

3.1.3.2 The Framework User may (at its absolute discretion) accept Tender Responses submitted via email or alternative means where the Bidder provides strong evidence of not being able to submit the Tender Response through the stipulated medium (for example technical issues with Framework Users e-tendering system).

3.1.3.3 The Framework User reserves the right to reject any Bid Response that arrives after the stipulated time on the Closing Date.

3.1.4 Tender Response Clarification

3.1.4.1 During Tender Response preparation, Bidders may submit questions and requests for clarification or further information. Bidders should address their questions and request for clarification or further information to the Contact Officer whose details are set out in paragraph 1.9 above.

3.1.4.2 Subject to 3.1.4.3 and 3.1.4.4 (below), all questions and requests for clarification or further information, and the corresponding responses, will be circulated to all Bidders.

3.1.4.3 Request for information or clarification which may be commercially sensitive should be marked: “confidential – not to be circulated to other Bidders” (and Bidders are expressly requested not to mark a question as confidential in this way unless this is genuinely the case). At its discretion, the Framework User will respond to that specific request privately, providing that the principle of equal availability of information to all Bidders is not breached.

3.1.4.4 If the Framework User considers that it is unable to respond to the question or request for clarification or further information on a confidential basis it will inform the Bidder, and the Bidder must as soon as practicable thereafter respond in writing requesting that either the query be withdrawn or treated as not confidential. The Framework User will deem that the question or request for clarification or further information has been withdrawn if the Framework User is not contacted in writing within three (3) working days following informing the Bidder as referred to above.

3.1.4.6 Bidders should note that all responses to requests for clarification cannot be relied upon unless the Framework User subsequently confirms that clarification or further information in writing. Bidders should therefore ensure that all requests for clarification or further information have been the subject of written correspondence.

3.1.4.7 The Framework User will at its sole discretion decide whether to respond to any requests for clarification or further information received after [insert deadline for clarification queries].

3.2 Qualitative Response

Bidders are required to provide written responses to the questions set out in Appendix C. These questions correlate to the quality sub-criteria and the Framework themes set out below (also see 3.4.1 below).

There is no design requirement or evaluation within this Local Competition. Should any designs, initial sketches etc. be received as part of a Bidder’s Tender Response, they will be destroyed prior to evaluation.

Quality Sub-Criteria Framework Themes

Scheme Proposals Compliance with requirements / brief

Confirmation of Scheme delivery within the allocated funding allowance

Consideration of relevant inflation, location and site-specific factors in pricing adjustments

Innovation and Schedule of Differences from Employers Requirements / Output Specification

Scheme Design and Delivery Team Organisational Structure Experience and qualifications of the

proposed Design Team Experience and qualifications of the

proposed Delivery Team

Scheme Delivery Methodology Programme – Pre-Construction and Construction

High level phasing plan Stakeholder engagement Mitigation of disruption

[Scheme Education, Employment and Skills Outcomes]

[Pupil engagement Curricular enrichment Work experience, apprenticeships

and employment outcomes]

[Scheme Procurement and Supply Chain Engagement]

[Local supply chain engagement strategy

Measurement and management]

[A minimum of three quality sub-criteria must be used, which must include Scheme Proposals, Scheme Design and Delivery Team and Scheme Delivery Methodology; see the Regional Framework Handbook for further information.

Examples of qualitative questions which may be used are available in the document “Local Competition – Example Questions and Evaluation Matrix”.]

Bidders should note that the page limits indicated after each qualitative question are not be exceeded, and are based on the font size specified in section 3.1.2.3 in this document. Tender Responses will be ignored to the extent that they exceed the relevant page limit.

Images, graphics and illustrative figures contained in Tender Responses will not be evaluated.

3.3 Pricing Response

Bidders must price their Tender Responses in accordance with their obligations under the Framework Agreement and the Building Contract as drafted, providing the information as set out in Appendix B attached hereto.

Bidders shall complete their Pricing Documents (“Local Competition Pricing Document” and “Local Competition Preliminaries Pricing Document”), following the Pricing Guidance at Appendix D and included in the Regional Framework Handbook. Note: Bidders may adjust their elemental works and rates to take account of location factor, indexation and project specific issues.

In addition to completing the Pricing Documents, design fees are to be shown on both the pre-construction and construction cash flows, which are to be submitted with this tender, as shown in Appendix B.

Survey costs are to be shown on the pre-construction cash flow and will be paid as part of the PCSA.

Note: All pre-construction costs form part of the overall funding envelope.

Framework Members must adhere to the overall funding envelope advised by the Framework User, as an absolute maximum (see section 1.6 above).

3.4 Evaluation

The Tender Response will be evaluated on a weighting of 70% for the Qualitative submission and 30% for the Pricing submission

3.4.1 Evaluation of the Qualitative Submission

Each of the Quality Sub-criteria will be evaluated against the detailed requirements of this Invitation to Tender.

The foregoing sub-criteria are to be assessed on a Scheme specific basis and the weighting of each is set out below:

[See paragraph 3.2 above]

Quality Sub-criteria Criteria Weighting

A. Scheme Proposals [insert]

B. Scheme Design and Delivery Team [insert]

C. Scheme Delivery Methodology [insert]

D. [Scheme Education, Employment and Skills Outcomes]

[insert]

E. [Scheme Procurement and Supply Chain Engagement]

[insert]

Total (Initial Quality Score) 1.0

Each qualitative question is weighted as detailed in Appendix C. Each question response will be evaluated and a score will be allocated using the scoring model below.

Evaluation of Quality Sub-criteria Marks

A high standard with no reservations that meets the requirements of the Invitation to Tender

1

A high standard with minor reservations that largely meets the requirements of the Invitation to Tender

0.8

An acceptable standard with minor reservations that largely meets the requirements of the Invitation to Tender

0.6

Below an acceptable standard with a number of significant reservations that largely does not meet the requirements of the Invitation to Tender.

0.4

Generally fails to meet the requirements of the Invitation to Tender and in isolation is not to an acceptable standard.

0.2

3.4.2 Evaluation of the Pricing Submission

At commencement of the Framework, Framework Members were provided with their Pricing Documents to complete and return for each Local Competition they enter.

Following selection of the successful Bidder, the pricing information provided at Local Competition will form the basis for progressing from Local Competition through Feasibility to agreement of the Contract Sum and Scheme Contract Close.

[For further information, please refer to the Regional Framework Handbook].

With reference to the pricing information to be submitted as described at Appendix B, the price evaluation will be based on a review of the following elements of Scheme cost:

Percentage adjustment of the Elemental Pricing Section (New Build and Refurbishment);

Allocation of funding for Works following deduction of allowances for non-works related scheme costs comprising the items listed below:

Preliminaries Book; Design Fees (including “Other Design Fees” – Section 2.5 of the “Local

Competition Pricing Document); Overhead and Profit; Design and Construction Risk Allowance;

It is to be noted that the confirmation of Scheme affordability to the funding allowance (as set out in section 1.6) is evaluated as part of the Scheme proposals Qualitative sub-criteria.

3.4.2.1 Evaluation of Percentage adjustment of the Elemental Pricing Section (New Build and Refurbishment)

This represents 10% of the 30% of the score for the Pricing Response.

With regard to the allocation of funding for works indicated in the Bidders response (see below) and in the context of the scale and nature of the scheme and the

potential site specific risks the Framework User will consider the adjustments to elemental pricing submitted by Bidders as part of the Local Competition.

In reaching a score the Framework User will consider the adjustments applied under the following 5 headings:

a) Substructuresb) Superstructure, Internal finishes, building fittings and furnishingsc) Servicesd) External works , abnormal cost and surveyse) Preliminaries

A Score of 0, 1 or 2 marks will be awarded against each heading as follows

Marks

Pricing adjustment as submitted is acceptable and gives no cause for concern

2

Pricing adjustment as submitted gives some cause for concern 1

Pricing adjustment as submitted gives significant cause for concern

0

More information can be found in the Regional Framework Handbook.

3.4.2.2 Allocation of Funding for the works represents 20% of the 30% of the score for the Pricing Response. It will be calculated so that the Bidder demonstrating the highest value sum allocated to works following deduction of tendered costs in respect of Preliminaries, Design Fees (including “Other Design Fees” – Section 2.5 of the “Local Competition Pricing Document), Overheads and Profit, and Design and Construction Risk Allowance will be given 100 marks (which will equate to 20% for the pricing submission) and all the other Bidders will have one mark deducted for each percentage point by which the amount is less than the highest. Percentage calculations will be to one decimal point. The calculation will be undertaken by ‘reverse engineering’ using a pre-determined formula contained in the Pricing Documents as set out in Appendix D. Bidders will also be required to confirm that the proposed scope of works advised in their Tender Response can be provided within the calculated sum allocated to works within the identified programme for the works.

The Bidders will be ranked in accordance with their cumulative scores. Highest marks rank the highest. If the Framework User suspects that there has been an error or there is an anomaly in the pricing, the Framework User reserves the right to seek such clarification as it considers may be necessary.

More information can be found in the Regional Framework Handbook.

The Framework User is not bound to accept the lowest or any Tender Response.

3.5 General Conditions

3.5.1 General

It is the Bidder’s responsibility to understand all aspects of this Option A ITT and associated tender documents.

3.5.2 Conflicts of Interest

The Framework User requires all actual or potential conflicts of interest to be notified to the Framework User at least two (2) weeks before the Closing Date. The Framework User will consider the actual or potential conflict and will require such conflict to be resolved to the Framework User’s satisfaction prior to the delivery of Tender Responses to this Option A ITT.

3.5.3 Additional Information

The Framework User reserves the right to ask for additional information by way of clarification and confirmation from Bidders at any time during the procurement of the Scheme. Such requests will include time limits for response.

The Framework User reserves the right to issue supplementary documentation at any time during the Local Competition process to clarify any issue or amend any aspect of the Option A ITT. All such further documentation that may be issued shall be deemed to form part of the Option A ITT and shall supplement and/or supersede any part of the Option A ITT to the extent indicated.

3.5.4 Collusive Proposals

The Bidder shall sign and submit the Certificate of Non-Collusion which is included at Part 4 of this Option A ITT.

Any Bidder which:

1. fixes or adjusts its Tender Response by arrangement with any other person;

2. communicates to any person other than the Framework User or its own advisers (from whom it shall have secured all necessary guarantees of confidentiality beforehand) the details of its Tender Response;

3. enters into any arrangement with any other person that it will cease to discuss its Tender Response with the Framework User; or

4. offers or agrees to pay or give or does pay or give any sum of money, other inducement or consideration, directly or indirectly, to any person in respect of its Tender Response or the Scheme,

will be disqualified, without prejudice to any other civil remedy which may be available to the Framework User, and any criminal liability that may be incurred.

3.5.5 Preparation and Proposal

Information supplied by the Framework User is supplied for general guidance in the preparation of the Tender Response. Bidders must satisfy themselves by their own investigations with regard to the accuracy of any such information and no responsibility whatsoever is accepted by the Framework User or its advisers for any inaccurate or incomplete information obtained by Bidders.

3.5.6 The Framework User Not Bound

The Framework User is not bound to accept the lowest priced or any Tender Response.

3.5.7 Costs and Expenses

The Framework User shall have no liability or obligation to pay any costs incurred by the Bidder as a result of this tendering procedure. The Bidder shall sign the statement entitled Form of Tender and Bona Fide Certificate (Part 4) declaring that it fully understands and accepts that the Framework User shall not bear any costs, in particular, in relation to:-

1. incidental work in responding to the Option A ITT;

2. any presentations, demonstrations or other arrangements;

3. submission of a Tender Response, whether or not the same is compliant or successful.

3.5.8 Publicity

Framework Members shall not undertake (or permit to be undertaken) at any time during the procurement stage, any publicity activity with any section of the media in relation to this Scheme, other than with the prior written agreement of the Framework User. After contract award the provisions of the Framework Agreement and Building Contract will govern any publicity in connection with the Scheme.

3.5.9 The Framework User’s Employees

No Framework User employee has any implied or actual power from the Framework User to give any undertaking, guarantee, warranty or representation (express or implied) in relation to this Option A ITT or any other matter relating to the Scheme.

3.5.10 Variation / Suspension / Cancellation of Procedure

The Framework User reserves the right to vary, suspend or cancel the Local Competition process at any time without explanation or liability for Bidders costs.

3.5.11 Subject to Contract

No offer or Tender Response is deemed accepted until the Building Contract has been signed by the Framework User and the Selected Bidder and declared unconditional. Any enquiries between the Selected Bidder and the Framework User do not imply acceptance of any offer. Only the express terms of any written Building Contract which is finally signed for and on behalf of the relevant parties and which is duly declared unconditional shall have any contractual effect.

3.5.12 Updating of Information

Any matter which comes to the attention of the Bidder at any time which may cause any information given to the Framework User (whether prior to or after this Option A ITT has been issued) to be inaccurate, incomplete or misleading shall be notified by the Bidder to the Framework User without delay, in sufficient detail to enable the Framework User fully to evaluate the impact of such information.

3.5.13 English Law

Negotiations and all subsequent contracts will be subject to English law and the exclusive jurisdiction of the English courts.

3.5.14 English Language

All negotiations will be conducted and all documents will be prepared in the English language.

3.5.15 Canvassing

The Framework User reserves the right to disqualify (without prejudice to any other civil remedies available) any Bidder who, in connection with this Option A ITT does anything which would constitute a relevant offence under the Bribery Act 2010.

3.5.16 Copyright

The copyright in this Option A ITT is vested in EFA and the Framework User. This Option A ITT may not be copied or stored in any electronic medium without the Framework User’s and EFA’s prior written consent, other than strictly for the purpose of preparing a Tender Response to this Option A ITT.

3.5.17 Failure to Comply

Failure to comply with any of the instructions set out in this Option A ITT or any other procedures required in it may result in the Tender Response not being considered by the Framework User and such Bidder being disqualified from the procurement process. The Framework User also reserves the right to reject any Bidder who is guilty of material misrepresentation in supplying any of the information requested in this Option A ITT or at any point in the procurement.

3.5.18 Amendments

The documents which accompany this Option A ITT for submission by Bidders as part of their Tender Response must not be amended or altered by the Bidder, except in so far as the same is required to complete the Tender Documents.

Any amendment to the documents which accompany this Option A ITT to Framework Members (including, but not limited to amendments made pursuant to the process referred to in paragraph 3.1.4), and/or to the scope of the Scheme, that the Framework User decides to make during the Local Competition period will be communicated in writing to the Bidder.

3.5.19 Freedom of Information, Environmental Information Statement and Transparency Agenda

The Framework User is subject to the Freedom of Information Act 2000 (“Act”), The Environmental Information Regulations 2004 (“EIR”) [and Government obligations in respect of transparency in procurement11].

As part of the Framework User’s duties under the Act or EIR, it may be required to disclose information concerning the Local Competition process or the Building Contract(s) to anyone who makes a request.

If the Bidder considers that any of the information provided in their Tender Response is commercially sensitive (meaning it could reasonably cause prejudice to the Bidder if disclosed to a third party) then it should be clearly marked as "Not for disclosure to third

11 Framework User to review whether this is applicable depending on its obligations and status. The provisions should be amended depending on the nature of the Framework Users business and obligations under the various requirements. They can be used unamended where the EFA is the Framework User.

parties” together with valid reasons in support of the information as being exempt from disclosure under the Act or EIR.

The Framework User will endeavour to consult with the Bidder and have regard to comments and any objections before it releases any information to a third party under the Act or EIR. However the Framework User shall be entitled to determine in its absolute discretion whether any information is exempt from the Act or EIR, or is to be disclosed in response to a request of information. The Framework User must make its decision on disclosure in accordance with the provisions of the Act or EIR and can only withhold information if it is covered by an exemption from disclosure under the Act or EIR.

The Framework User will not be held liable for any loss or prejudice caused by the disclosure of information that:

has not been clearly marked as "Not for disclosure to third parties" with supporting reasons (referring to the relevant category of exemption under the Act or EIR where possible); or

does not fall into a category of information that is exempt from disclosure under the Act or EIR (for example, a trade secret or would be likely to prejudice the commercial interests of any person); or

in cases where there is no absolute statutory duty to withhold information, then notwithstanding the previous clauses, in circumstances where it is in the public interest to disclose any such information.

The Government has set out the need for greater transparency across its operations to enable the public to hold public bodies and politicians to account. As part of the transparency agenda, the Government has made certain commitments with regard to procurement and contracting. This includes the requirement to publish all tender and contract documents for contracts over [£10,00012] from January 2011. Bidders should therefore be aware that the tender documents and the resulting Building Contract (with appropriate redactions made in accordance with the exemptions under the Act) will be published as part of the Framework Users’ obligations under the transparency agenda.

Further guidance is available to Bidders: https://www.gov.uk/government/publications/procurement-and-contracting-transparency-requirements-guidance

The Framework User may consult with the Bidder should it be successful, to inform its decision regarding any exemptions applicable for redacting parts of the resulting Building Contract, but the Framework User shall have the final decision in its absolute discretion.

12 Where the Framework User is not the EFA, this figure needs to be amended to align with its responsibilities.

Part 4 – Documents to be provided with Tender Response

4.1 Form of Tender and Certificate of Bona Fide Tender

Template below (the form must not be altered by the Bidder save for completion of appropriate details).

4.2 Non-Canvassing Certificate

Template below (the form must not be altered by the Bidder save for completion of appropriate details).

4.3 Non-Collusion Certificate

Template below (the form must not be altered by the Bidder save for completion of appropriate details).

4.4 Qualitative Response

See Appendix B

4.5 Pricing Response

See Appendix B

OPTION A ITT – PART 4.1 – FORM OF TENDER AND CERTIFICATE OF BONA FIDE TENDER

To: [Name of Framework User]

Having examined the Option A ITT and accompanying tender documentation, I/we undertake, if this Tender Response is accepted, to complete and deliver the whole of the work comprised within any Building Contracts executed pursuant to this Option A ITT and generally to comply with the obligations on the part of the Framework Member contained within the Framework Agreement and in particular in accordance with the Pricing Schedule contained therein.

I/We declare that to the best of our knowledge and belief no payments, gifts or other inducements have been or will be offered by us or our agents to board members, officers or employees of the Framework User for the purpose of obtaining any favour in connection with the award of the Building Contract.

I/We agree to abide by this Tender Response for a period of [90] days from the date set for receiving the same and it shall remain binding and open for acceptance at any time prior to the expiration of that period.

I/We understand that the Framework User is not bound to accept any Tender Response it may receive and understand that the Framework User has no liability to defray expenses herewith nor be responsible for return of any document submitted for the purpose of tendering.

I/We certify this is a Bona Fide Tender and that I/We have not fixed or adjusted the amount of the Response by or under or in accordance with any agreement or arrangement with any other Bidder or Framework Member.

Dated

Signed

Status

Duly authorised to sign the Tender Response and acknowledge the contents of this Form of Tender and Certificate of Bona Fide Tender,

For and on behalf of

(Name of Bidder)

OPTION A ITT- PART 4.2 - NON-CANVASSING CERTIFICATE

Non-canvassing Certificate

To: [Name of Framework User]

1. We hereby certify that we have not canvassed or solicited any officer, board member or employee of the Framework User or their advisers, agents or representatives in connection with this Tender Response or in connection with any other bid or proposed bid for the Scheme and that no person employed by us or acting on our behalf has done any such act.

2. We further hereby undertake that we will not in the future canvass or solicit any director, officer, member or employee of the Framework User or their advisers, agents or representatives in connection with this Tender Response or in connection with any other bid or proposed bid for the Scheme and that no person employed by us or acting on our behalf will do any such act.

Dated

Signed

Status

Duly authorised to sign the Tender Response and acknowledge the contents of the Non-Canvassing Certificate,

For and on behalf of

(Name of Bidder)

OPTION A ITT – PART 4.3 – NON-COLLUSION CERTIFICATE

Non-Collusion Certificate

To: [Name of Framework User]

The essence of the public procurement process is that the Framework User shall receive bona fide competitive Tender Responses from Framework Members. In recognition of this principle we hereby certify that this is a bona fide Tender Response, intended to be competitive, and that we have not fixed or adjusted the amount of the Tender Response or the rates or prices quoted by or under or in accordance with any agreement or arrangement with any other Bidder. We have not and insofar as we are aware neither has any other supply chain member:

1. entered into any agreement with any other person with the aim of preventing Tender Responses being made or as to the fixing or adjusting of the amount of any Tender Response or the conditions on which any Tender Response is made;

2. informed any other person, other than the Framework User, of the detail including (but not limited to) the amount of the Tender Response, except where the disclosure, in confidence, of the amount of the Tender Response was necessary to obtain quotations necessary for the preparation of the Tender Response for insurance, professional or consultancy advice required for the preparation of the Tender Response;

3. caused or induced any person to enter into such an agreement as is mentioned in paragraphs 1 and 2 above or to inform us of the amount or the approximate amount of any rival Tender Response for the Option A ITT or had the benefit, in the preparation of this Tender Response of any inside information about the intentions of any other Bidder;

4. committed any relevant offence under the Bribery Act 2010;

5. admitted and/or been found by a relevant regulatory authority to have participated in or undertaken behaviour which is or is apparently intended to or has the consequence of significantly restricting competition;

6. offered or agreed to pay or give any sum of money, inducement or valuable consideration directly or indirectly to any person for doing or having done or causing or having caused to be done any act or omission in relation to any other Tender Response;

7. contacted any member or officer of, or any person engaged as an adviser by the Framework User about any aspect of the Tender Response in a manner not

permitted by the Option A ITT including (but without limitation) for the purposes of discussing the possibility of their future employment for or engagement by the Bidder.

We also undertake that we shall not procure the doing of any of the acts mentioned in paragraphs 1 to 7 above nor (in the event of the Tender Response being accepted) shall we do so while the resulting Building Contract(s) continues in force between us (or our successors in title) and the Framework User.

We understand that if we have been involved in the conduct described above and/or falsely complete this certificate and/or we fail to declare any circumstances described above then the Framework User shall be entitled to exclude us and the Tender Response from this Local Competition process.

In this certificate the word "person" includes any person, body or association, corporate or incorporate and "agreement" includes any arrangement whether formal or informal and whether legally binding or not.

Dated

Signed

Status

Duly authorised to sign the Tender Response and acknowledge the contents of the Non-Collusion Certificate,

For and on behalf of

(Name of Bidder)

Appendix A – Checklist of Documentation / Information provided by Framework User at Local Competition with the Option A ITT document

[This appendix should detail the information provided to the Framework Member as part of this ITT. If any of the mandatory items below are not available, contact the Regional Framework Manager]

Local Competition Option A

Brief Tender Documents Location(s) [amend as required]

Forms and Certificates to be completed and signed

Form of Tender and Certificate of Bona Fide Tender; Non Canvassing Certificate Non Collusion Certificate

Part 4

Description of works (high level) Description of works (high level) Sections 1.2 and 2.1

Outline programme Outline programme giving design, Feasibility, Feasibility Review Period, planning consent preparation and submission period, construction start and construction completion

Section 1.5

Budget Funding Summary (the Budget) Section 1.6

Details of School’s educational requirements

School’s requirements (to be developed further during design

Statement of School’s requirements (may include School Specific Brief and Schedule of Accommodation)

Sections 1.3 and 2.3

stage)

Description of site Description of site

Any existing surveys available (e.g. asbestos, topographical, ground conditions)

Sections 1.4, 2.2, 2.4 and Appendix E

Scheme Contract to be used Form of JCT Contract to be used, completed as far as possible

Appendix I

PCSA PCSA completed as far as appropriate to ensure that the scope of pre-construction services is adequately covered to enable Bidders provide appropriate responses. [Particular attention should be paid to schedule 2 of the PCSA]

Appendix H

Employer’s Requirements and Output Specification

Employer’s Requirements and Output Specification Section 2.5 and Appendix F

Any key and potential risk issues Initial Risk Register Section 2.6 and Appendix G

Qualitative Questions Qualitative questions and associated weighting/evaluation matrix

Section 3.2, 3.4 and Appendix C

Pricing response requirements Requirements for pricing response and associated weighting/evaluation matrix

Section 3.3, 3.4 and Appendix B

[Information required from the bidder to complete the PCSA]

[Where possible, the Framework User should provide a list of specific additional information required from the Bidder in order to complete the PCSA – here or in a new appendix. Alternatively, the information can be collected

[Insert location]

post Selected Bidder appointment]

[Insert additional items as required]

Appendix B – Checklist of Documentation / Information to be submitted by a Bidder as part of its Tender Response to the Option A ITT

[Additions to the table below are not permitted]

Local Competition Option A

Response Output

Completed and signed Forms and Certificates Form of Tender and Certificate of Bona Fide Tender; Non Canvassing Certificate Non Collusion Certificate

Pricing Documents: Completion of Summary Tracker in respect of Tender

Completion of: Summary for Local Competition Tender element Risk Summary for Local Competition Tender element Signed Summary tracker

Pricing Documents: Completion of Scheme Elemental Summary Tracker in respect of Tender

Completion of Scheme Elemental Summary Tracker referenced to relevant sub-sections and in accordance with the pricing guidance issued

Pricing Documents: Completion of Local Competition Tender Elemental Summary

Completion of Local Competition Tender Elemental Summary referenced to relevant sub-sections and in accordance with the pricing guidance issued

Pricing Documents: Completion of percentage adjustment for new build (based on previously submitted elemental model)

Completion of percentage adjustment section of Cost tracker by element; in accordance with the pricing guidance issued; transferred to Tender Elemental Summary

Completion of relevant narrative to explain adjustment

Pricing Documents: Completion of percentage Completion of percentage adjustment section of Cost tracker by element; in 40

REGFRAM\0314

adjustment for refurbishment (based on previously submitted priced schedule of rates)

accordance with the pricing guidance issued; transferred to Tender Elemental Summary

Completion of relevant narrative to explain adjustment

Pricing Documents: Completion of percentage adjustment for external works (based on previously submitted priced schedule of rates)

Completion of percentage adjustment section of Cost tracker; in accordance with the pricing guidance issued; transferred to Tender Elemental Summary

Completion of relevant narrative to explain adjustment

Pricing Documents: Completion of Preliminaries Pricing Book

Completion of Preliminaries Pricing Book and insertion on cost form

Pricing Documents: Completion of Pricing Schedule for Design Fees, Overheads and Profit, Design and Construction Risk Allowance, and Surveys

Completion cost form for Design Fees, Overheads and Profit, Design and Construction Risk Allowance, and Surveys, all from schedules

Pricing Documents: Consideration of degree of conformity to output specification

Annotation of the elemental schedule in the Pricing Documents indicating, where the Bidder’s proposal differs from the Employer’s Requirements / Output Specification, the level of specification that can be achieved.

Provision of Programmes to support Tender Offer

Provision of Programmes for: For the Pre-Construction process from Selected Bidder appointment under

PCSA to Scheme Contract Close (referencing Feasibility Stage completion and Feasibility Review Period)

For the Construction period from Scheme Contract Close to Completion of Works and expiry of Rectification Period

Provision of Cashflow Forecasts Provision of Cashflow Forecasts on a monthly basis for: the Pre-Construction process from Selected Bidder appointment under PCSA

to Scheme Contract Close the Construction period from Scheme Contract Close to Completion of Works

41REGFRAM\0314

and expiry of Rectification Period any other casfhlow Information sufficient and necessary for the completion of

the PCSA

Response to Qualitative Questions Responses in accordance with the criteria set out in the Option A ITT

Information required to complete the PCSA As required – see Appendix A.

42REGFRAM\0314

Appendix C – Qualitative Questions and Weightings

[Following sub-criteria set out in 3.2 and 3.4.1 of Option A ITT. Refer to document “Local Competition – Example Questions and Evaluation Matrix”, which can be used as a template for Appendix C]

43REGFRAM\0314

Appendix D – Guidance for the Completion of Pricing Documents by Bidders

For Local Competition Tender purposes, Bidders have been provided with excel based Pricing Documents (“Local Competition Pricing Document” and “Local Competition Preliminaries Pricing Document”), which automatically make the required calculations to determine the “sum allocated to works”. The process for completing the Pricing Documents is detailed below.

Unless stated otherwise, the below refers to the “Local Competition Pricing Document”;

1. Cells to be completed by Bidders (in both documents) are highlighted in yellow, or indicated by instructions highlighted in yellow.

2. Additional items must not be inserted into the Pricing Documents at this stage.

3. The “Funding Summary Elemental Cost Summary” worksheet is to contain the following, which are given in section 1.6 of this document:

the ‘TPI All-In’ pricing index number; the ‘Location Factor’ index number; the total available funding (referenced "1 – 15 Project Costs Total"); the “1 – 13 Construction Costs Total”, and; the "14 FF&E" amount; noting that none of the above are to be altered by Bidders;

.

4. Bidders are required to fully complete the separate “Local Competition Preliminaries Pricing Document” for the scheme. Bidders should then transfer the total sum for preliminaries to the “Local Competition Pricing Document” by inserting the total preliminary costs on the “Local Competition Tender Elemental Summary” worksheet at “9 Main Contractor’s Preliminaries”;

5. Bidders are required to fully complete the worksheets for “1 Substructure” through to “8A Abnormal Costs”. Bidders are required to schedule out and price required “7 Other Design Fees and Surveys” associated with the project on a lump sum fixed price basis; these figures will not be adjustable at later stages of the pre- or post-construction process. It is noted that the sums for surveys will, at this stage, be retained in the “sum allocated to works” total;

6. After completing the above the Bidder should enter a target figure for “1 – 10

Construction Costs Sub-Total” on the “Local Competition Tender Elemental Summary” worksheet;

7. Bidders should then complete the worksheets for “11 Fees”, “12 Main Contractor’s Overheads & Profit”, and “13 Design & Construction Risk Allowance” in accordance with Framework ITT tendered percentages (i.e. tendered percentages represent a maximum which can be adjusted on a project specific basis), and transfer the

percentages to the relevant cells on the “Local Competition Tender Elemental Summary”;

8. Bidders are required to achieve close to parity figures (i.e. within £5.00) for the “1 – 10 Construction Costs Sub-Total” on the “Local Competition Tender Elemental Summary” worksheet and a difference cell is provided on this worksheet for guidance;

9. At this stage the Bidder has the option to either / or adjust the “1 – 10 Construction Costs Sub-Total” value and / or the percentages / fixed sums entered in steps 3 to 6 above until they are satisfied with the result in the “1 – 10 Construction Costs Sub-Total” cell;

10. Once the Bidder has achieved a sum within the £5.00 threshold and is satisfied with the “1 – 10 Construction Costs Sub-Total” entry, this will form the basis on which their tender is scored.

45

Bidders should contact the Regional Framework Manager if they have any difficulty entering the required information into the Pricing Documents, or if there are issues with

46

the formula calculations.

47

Appendix E – Site Drawings

48

Appendix F – Employer’s Requirements and Output Specification

49

Appendix G – Initial Risk Register

50

Appendix H – Draft PCSA

51

Appendix I – Draft Scheme Contract

52

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