*All tenderers will be invited to attend a mid-tender review meeting where the y may raise any questions on any aspect of the build and/or tender . …

[Development Services/Facilities Services/Procurement] Team

CONFIDENTIAL

Invitation to Tender Document

[FM[XXXXX] / LU[XXXXX]]

The [supply/provision] of [name of goods/service/works]

[Date]

08/05/2023 03:47:21

TENDER PACKAGE

Section 1 – Overview of the Procurement Exercise...........................................................................3

Section 2 – Instructions to Tenderers.................................................................................................8

Section 3 – [Specification / Employer’s Requirements]....................................................................11

Section 4 – Questionnaire................................................................................................................12

Section 5 – Pricing Schedule.............................................................................................................18

Section 6 – Certificate of Non-collusion...........................................................................................19

Section 7 – Non-compliance Statement...........................................................................................20

Section 8 – Form of Tender..............................................................................................................21

Appendices

Loughborough University 2 [FM[XXXXX] / LU[XXXXX]]

The [supply/provision] of [name of goods/service]

Section 1 – Overview of the Procurement Exercise

1.1 Timetable

Issue Invitation to Tender (ITT) [Date]Closing date for receipt of Tenders [Date]Evaluation of Tenders [Date][Mid-Tender Review* [Date]][Post-Tender Interview** [Date]] [Intention to Award letters/Standstill Period [Date]]Award Contract [Date]Contract Start [Date][Earliest On-site Start Date [Date]][Contractor Mobilisation [Date]][Construction Period [Date]][Completion Date [Date]]

[*All tenderers will be invited to attend a mid-tender review meeting where they may raise any questions on any aspect of the build and/or tender. The interview, lasting up to a maximum of one hour, will be held during the tender period. The tender evaluation panel will include Loughborough University representatives from the [Facilities/Development] Services Team, and our professional advisers.]

[**Each of the [three] tenderers with the highest scores following the evaluation of tenders by the panel will be invited to an interview lasting up to a maximum of 2½ hours. The interview will commence with a presentation from the tenderer, the brief for which will be provided by the panel ahead of time, followed by a question and answer session. The post-tender interviews will be used to moderate and finalise the tender evaluation scores, and identify the preferred tenderer.]

Although the University will use reasonable endeavours to adhere to the timetable, it reserves the right to vary it.

1.2 Background

The University:

Loughborough University (the University) is one of the country’s leading universities, with an international reputation for research that matters, excellence in teaching, strong links with industry, and unrivalled achievement in sport and its underpinning academic disciplines.

It has been awarded five stars in the independent QS Stars university rating scheme, putting it among the best universities in the world. The University has enjoyed Britain’s best student experience over the last 10 years, after ranking top seven times in the THE Student Experience Survey, between 2007 and 2017. The University was ranked 6th in the


Guardian University League Table 2018 and 10th in The UK Complete University Guide 2018 and was also named best sporting university in the world in the QS World University Rankings by Subject 2017.

The University is currently ranked 6th in the Times Higher Education’s ‘table of tables’ 2017 and is in the top 10 in England for research intensity. In recognition of its contribution to the sector, the University has been awarded seven Queen's Anniversary Prizes.

The University has an additional academic campus in London’s new innovation quarter, Here East. Loughborough University London, based on the Queen Elizabeth Olympic Park, offers postgraduate and executive-level education, as well as research and enterprise opportunities.

The Requirement:

[Describe the requirement and the background to the requirement, including the contract period, incl. any extension options.]

[If the requirement is being funded/part-funded by a grant (for example, from a research council) it is important to take account of any grant conditions the fulfilment of which will necessitate the assistance of the supplier. It may be necessary that the funder be named in the procurement documentation.]

[Where the requirement is not to be divided into separate lots, the reason for this decision must be stated here.]

1.3 Selection and Award CriteriaThe evaluation will be based on the following criteria:

CRITERIA / SUB-CRITERIAPASS/FAIL OR WEIGHTING SECTION

SelectionFinancial Capacity and Standing Pass / Fail 4.2Past Performance Pass / Fail [and XX%] 4.3Professional and Technical Capacity Pass / Fail [and XX%] 4.4Health & Safety Pass / Fail [and XX%] 4.5Environment Pass / Fail [and XX%] 4.6Equality Pass / Fail [and XX%] 4.7Modern Slavery Pass / Fail 4.8[The Grounds for Mandatory and Discretionary Exclusion questions from the Pre-Qualification/Selection Questionnaire should be inserted where following an Open Procedure for a requirement above the EU Threshold]

[Pass / Fail] [4.X]

Award[Compliance with Specification / Employer’s Requirements]

[Pass / Fail] [4.X]

[Method Statements/Project Execution Plan] [XX%] [4.X]


[Added Value] [XX%] [4.X]Price [(Lowest Price / Tenderer’s Price) x Maximum Price Marks Available]

[If any factoring is to be applied to the price evaluation, this should be reflected in the calculation above, and should not exceed a factor of two.]

[The University reserves the right to eliminate any tenderer whose price is more than 15% above the lowest priced compliant tender]

[XX%] 5

TOTAL 100%

[Depending on the criteria/sub-criteria chosen, it might be necessary to include a scoring scheme for evaluating the responses to questions that are not simply a Pass/Fail, for example:

0 pointsUnacceptable responseThe panel believes that the service is unlikely to be delivered in accordance with the specification, such that serious deficiencies may arise

1 pointAdequate responseThe panel believes that the service is likely to meet most of the minimum requirements of the specification

2 pointsGood responseThe panel believes that the service is likely to be delivered in accordance with the specification

3 points

Excellent responseThe panel believes that the service offered is likely to fully meet the requirements of the specification, and may offer additional benefits, relevant to the specified service, without adding to the cost

…Or…

0 pointsUnacceptable responseThe panel believes that the service is unlikely to be delivered in accordance with the specification, such that serious deficiencies may arise

1 pointAdequate responseThe panel believes that the service is likely to meet some of the minimum requirements of the specification

2 pointsSatisfactory responseThe panel believes that the service is likely to meet most of the minimum requirements of the specification

3 points Good responseThe panel believes that the service is likely to be delivered in accordance with the specification

4 points Very Good Response


The panel believes that the service offered is likely to fully meet the requirements of the specification

5 points Excellent responseThe panel believes that the service offered is likely to exceed the requirements of the specification, and add value, without adding to the cost

…Or…

0 points Insufficient information provided or does not meet LU’s requirements

1 points An unacceptable response: the proposal fails to address each requirement; all proposals are unjustified / unsupported; failure to demonstrate meeting our requirements for design, quality and programme delivery.

2 points A poor, well below expectations response: there are some gaps in addressing each of the requirements; all proposals are unjustified / unsupported or lack significant content / explanation; failure to demonstrate meeting our requirements for design, quality and programme delivery.3 points A poor, below expectations response: there is a lack of content / explanation in addressing each of the requirements; some proposals are unjustified / unsupported or lack significant content / explanation; a degree of failure to demonstrate meeting our requirements for design quality and programme delivery.

4 points A satisfactory but below expectations response: requirements are addressed; proposals lack significant content / explanation; some proposals lack an acceptable approach to meeting our requirements for design, quality and programme delivery.

5 points A satisfactory response that meets expectations: requirements are addressed; proposals have a reasonable level of content / justification and explanation; a small proportion of the proposal fails to meet our requirements, design, quality and programme delivery.

6 points A satisfactory response that slightly exceeds expectations: requirements are addressed; proposals have a reasonable level of content / justification and explanation; an acceptable approach to meeting our requirements for design, quality and programme delivery.

7 points A good, above expectations response: requirements are addressed; proposals have a good level of content / justification and explanation; a good / sound approach to meeting our requirements for design, quality and programme delivery.

8 points A very good response: requirements are addressed and the tenderer is starting to demonstrate that it could exceed such requirements; proposals are detailed in content / justification and explanation; a good / sound approach to meeting our requirements for design, quality and programme delivery.


9 points An outstanding response: requirements are addressed and the tenderers proposals include sound, innovative suggestions; proposals are detailed in content / justification and explanation; an excellent approach to meeting our requirements, design, quality and programme delivery, with some added value demonstrated.

10 points An exceptional response: requirements are addressed and the tenderer’s proposals include sound, innovative suggestions; proposals are detailed in content / justification and explanation; an outstanding approach to meeting our requirements for design, quality and programme proposals which deliver more than expectations, supported by evidence and with clear demonstrable added value.

[Where the requirement is to be divided into lots, the number of lots for which tenderers may bid, and the number of lots which may be awarded to any one tenderer, including the criteria for making such a decision, must be stated.]


Section 2 – Instructions to Tenderers

Loughborough University issues the Invitation to Tender subject to the following instructions:

2.1 Confidentiality and Publicity

Tenderers (whether their Tender is accepted or not) and all other recipients of the Specification and documents (whether they submit a tender or not) should treat the details of the Specification and the documents attached hereto as private and confidential.

The contents of this ITT must not be not copied, reproduced, distributed or passed to any other person at any time except for the purpose of enabling the Tenderer to submit a Tender.

The University may use the information included in a Tenderer's response for any reasonable purpose connected with this ITT. In particular, once a Tenderer has been excluded, the University reserves the right to use any ideas contained in that Tenderer's tender in any ongoing discussions with other Tenderers but undertakes not to reveal the identity of the provider of these ideas.

No publicity regarding the award of any contract (or the provision of goods and/or services under the same) will be permitted unless and until the University has given express written consent to the relevant communication. For example, no statements may be made to the media regarding the nature of any Tender, its contents, or any proposals relating to it without the prior written consent of the University.

2.2 Costs and Expenses

The University will not in any circumstances be liable for any Tender costs, expenditure, work or effort incurred by a Tenderer in carrying out enquiries in relation to, proceeding with, or participating in, this procurement, including if the procurement process is terminated or amended by the University.

2.3 Preparation of Tenders

Tenderers must ensure that they have all the information required for the preparation of their Tender and satisfy themselves of the correct interpretation of terminology used in these documents. Tenderers must also ensure that they are fully conversant with the nature and extent of the obligations to be accepted by them if their Tender is accepted.

2.4 Validity of Tenders

Tenders must remain valid for acceptance for a minimum of [3] calendar months, from the closing date for the submission of Tenders.


2.5 Accuracy of Information

Whilst every effort has been made to ensure the accuracy of the information given in this tender document, the detailed facts and figures contained herein cannot be guaranteed and Tenderers should satisfy themselves as to their accuracy.

2.6 Conditions of Contract

The [University’s Standard Terms & Conditions for [Goods/Services] / Edition [2011/2016] of the JCT [Minor Works Contract/Intermediate Works Contract/Intermediate Contract (With Contractor’s Design)/ Standard Form of Contract (Without Quantities)/ Design & Build Contract/ Measured Term Contract / Repair & Maintenance Contract/ Consultancy Agreement Contract/Named Framework Agreement Conditions of Contract where undertaking mini-competition [at Appendix [X]]] will govern any contract awarded as a result of this tendering exercise [,with the following amendments:

Amendment 1 Amendment 2 Amendment 3]

[The amendments above will only potentially be made if using a JCT contract. Any amendments to the University’s Standard Terms & Conditions (e.g. changes to insurance levels or the inclusion of enhanced clauses relating information security, business continuity / disaster recovery, equalities or sustainability issues (including environmental requirements), can simply be made to the copy included in the ITT, following checking with the appropriate Category Manager.

Either insert the conditions of contract as an appendix or include as part of the Delta document set. Where a JCT contract is used, it will neither be inserted into the ITT nor included in the Delta document set, but issued to the successful tenderer when awarding the contract.]

2.7 VAT

All prices and/or rates submitted shall be exclusive of Value Added Tax (VAT), irrespective of whether or not it may be chargeable and any VAT which is properly chargeable and is supported by an acceptable tax invoice will be paid by Loughborough University. Zero VAT rated items must be clearly identified.

2.8 Alterations

None of these documents may be altered by the Tenderer. Any modification considered necessary by the Tenderer should be detailed in a separate letter accompanying the tender response.

2.9 Incomplete Tender


Tenders may not be considered if the complete information called for is not given at the time of tendering. Should an error or omission be discovered in a Tender, it will be at the University’s discretion as to whether to give the Tenderer the opportunity to amend or validate the Tender. The Tenderer’s response, and any subsequent adjustment, must be communicated in writing via the correspondence option on the University’s e-tendering facility, Delta.

2.10 Tender Return

[The Tender response is required to be submitted via Loughborough University’s e-tendering website, Delta. Detailed instructions on how to make your submission are available within Delta.

The Tender is to be sent to the [Name and position of Category Manager/Project Manager] at Loughborough University via the Delta e-tendering website to arrive no later than the closing time/date stated in Section 1, otherwise it may be disqualified.]

All general correspondence prior to the final submission of Tender and subsequently is to be sent to the [Name and position of Category Manager/Project Manager] at Loughborough University via the Correspondence function within the University’s e-tendering facility, Delta.

[Additionally, two hardcopies of the Tender are to be delivered either in person or by courier, as special delivery, for the attention of [Name and position of Category Manager/Project Manager], and by the closing time/date stated in Section 1, to:

FM BuildingLoughborough UniversityLoughboroughLEICS LE11 3TU

Please ensure that on the outside of the envelope is also stated:- The tendering organisation’s name- The project title- A summary table of contents]

2.11 Telex/Facsimile/Email

Tenders will not be considered if dispatched by telex, facsimile, or e-mail or other electronic method, save via Delta.

2.12 Treatment of Tender

The acknowledgement of receipt of any submitted Tender shall not constitute any actual or implied agreement between the University and the Tenderer. Nor does the University undertake to accept the lowest, or part, or all of any Tender. The University, at its sole discretion, reserves the right to accept any Tender(s), or any part, or all of any Tender(s) unless expressly stipulated otherwise in the Tender offer. The University is entitled to


abandon the procurement process provided that it notifies Tenderers of the reason(s) for doing so.

2.13 Prices

All prices must be quoted on the basis indicated in the accompanying documents and should comply with paragraph 2.7 in respect of VAT.

The basis of the price shall be inclusive of all costs.

2.14 Acceptance

Loughborough University will notify acceptance of the Tender(s) to the successful Tenderer(s) as soon as it is reasonably practicable, and to the best of its ability in accordance with the published timetable.

2.16 Initial Evaluation

Personnel authorised by the University will open the Tenders. All Tenders will be verified to ensure that all the information requested has been provided and that the Tender complies with the Invitation to Tender document. Clarification may be requested by the University upon any aspects of the Tender from prospective suppliers at this stage.

2.17 Freedom of Information Act 2000

Loughborough University, being a public authority when it carries out its public functions, is subject to the Freedom of Information Act 2000 (“the FOIA”). The University understands that in tendering for this contract, you may be concerned that information you provide may potentially be disclosable if a request is made to the University under the provision of the FOIA.

The FOIA requires the University normally to release information specifically required by any “person”. At the same time, the FOIA does recognise that a public authority, in order to carry out its functions, may decline certain requests where an appropriate exemption applies. In particular, two exemptions under s.41 and s.43 of the FOIA may apply. These two exemptions are set out below:

Information provided in confidence:S.41 provides that information is exempt if it was obtained by the University from any other person and the disclosure of the information to the public by the University would constitute a breach of confidence actionable by that or any other person. In order for the University to rely on this exemption, the information must be given in confidence, that is, the information must not be in the public domain and must not have been treated as non-confidential in the past. The information must also have been provided in circumstances importing an obligation of confidence.

Commercially sensitive information:


Section 43 provides that information may be exempt if it constitutes a trade secret, or if the disclosure is likely to prejudice the commercial interests of any person. This exemption is subject to the public interest test.

Should you, the potential supplier, regard particular information as given in confidence, or constitutes a trade secret, or would prejudice your commercial interests, please indicate this clearly against the information. In addition, over time, the supplier should be aware that some information may lose its confidential or commercial sensitivity. Please indicate, in your view, when such information may be released. This should be a reasonable time period in relation to the nature of the data.

By indicating what information may be confidential or commercially sensitive may assist the University in determining whether any exemption applies. It should be noted that it is the University that must determine whether a disclosure should be made and that this must be determined on a case by case basis by the University.

2.18 Clarification of Tender Requirements

If you require further information or clarification of any points detailed in the Tender documentation, either technical or administrative, please detail these in writing and submit through the University’s e-tendering facility, Delta (the Correspondence function), at your earliest convenience.

If you have any problems with using the Delta system, please contact [Name and position of Category Manager/Project Manager], [Telephone Number], [E-mail Address].

2.19 Warnings and Disclaimers

While the information contained in this ITT is believed to be correct at the time of issue, neither the University, its advisors, nor any other awarding entities, will accept any liability in any circumstances for its accuracy, adequacy or completeness, nor will any express or implied warranty be given. This exclusion extends to liability howsoever arising in relation to any statement, opinion or conclusion contained in, or any omission from, this ITT (including its Sections) and in respect of any other written or oral communication transmitted (or otherwise made available) to any Tenderer. No representations or warranties are made in relation to these statements, opinions or conclusions. This exclusion does not extend to any fraudulent misrepresentation made by, or on behalf of, the University.

All suppliers should note that any quantities or volumes contained in this ITT are for indicative purposes only, and any future quantities or volumes may vary from those stated.If a Tenderer proposes to enter into a contract with the University, it must carry out its own due diligence enquiries and rely only:

on its own enquiries and judgment in relation to this procurement, including the preparation of its Tender; and

on the terms and conditions set out in the contract(s) (as and when finally executed), subject to the limitations and restrictions specified in it.


Neither the issue of this ITT, nor any of the information presented in it, should be regarded as a commitment or representation on the part of the University (or any other person) to enter into a contractual arrangement.

All suppliers are recommended to seek their own financial and legal advice.

2.20 Tenderer Conduct

Any attempt by Tenderers or their advisors to influence the contract award process in any way may result in the Tenderer being disqualified. Specifically, Tenderers shall not directly or indirectly, at any time:

(a) devise or amend the content of their Tender in accordance with any agreement or arrangement with any other person, other than in good faith with a person who is a proposed partner, supplier, consortium member or provider of finance;

(b) enter into any agreement or arrangement with any other person as to the form or content of any other Tender, or offer to pay any sum of money or valuable consideration to any person to effect changes to the form or content of any other Tender;

(c) enter into any agreement or arrangement with any other person that has the effect of prohibiting or excluding that person from submitting a Tender;

(d) canvass the University or any employees or agents of the University in relation to this procurement; or

(e) attempt to obtain information from any of the employees or agents of the University or their advisors concerning another Tenderer or Tender.

Tenderers are responsible for ensuring that no conflicts of interest exist between the Tenderer and its advisors, and the University and its advisors. Any Tenderer who fails to comply with this requirement may be disqualified from the procurement at the discretion of the University.

2.21 University’s Rights

The University reserves the right to:

(a) waive or change the requirements of this ITT from time to time without prior (or any) notice being given by the University;

(b) seek clarification or documents in respect of a Tenderer's submission;(c) disqualify any Tenderer that does not submit a compliant Tender in accordance with

the instructions in this ITT;(d) disqualify any Tenderer that is guilty of serious misrepresentation in relation to its

Tender, expression of interest or the tender process. Any Tenderer who directly or indirectly canvasses any employee of the University concerning the award of the Contract will be disqualified. The University may exclude any Tenderers from the tender process who have been found to be in breach of confidentiality or intellectual property rights and may pursue any remedy or take any other action for breach as it considers appropriate;

(e) withdraw this ITT at any time, or to re-invite Tenders on the same or any alternative basis;


(f) choose not to award any contract as a result of the current procurement process; and

(g) make whatever changes it sees fit to the timetable, structure or content of the procurement process, depending on approvals processes or for any other reason.

2.22 Intellectual Property

All intellectual property rights in this ITT and all materials provided by the University or its professional advisors in connection with this ITT are and shall remain the property of the University and/or its professional advisors.


Section 3 – [Specification / Employer’s Requirements]

[If using specialist software to produce Employer’s Requirements, to be issued as a separate document, then reference the separate document here (issuing it alongside this ITT document).

The sample text below is taken from a major refurbishment works tender and so may be of use when building up your Employer’s Requirements.

It is important to ensure that the Specification / Employer’s Requirements do not contradict anything that might be said in other elements of the ITT/tender pack, including the Conditions of Contract and Contractors Work Procedure Information Handbook.]

[Contractors Work Procedure Information HandbookThe contract must be performed in accordance with the University’s Contractors Work Procedure Information Handbook .

Building RegulationsThe Contractor is to submit and obtain Building Regulations approval and satisfy any conditions placed upon receiving full approval. The Contractor must notify the relevant authorities of when work commences and arrange for Building Control inspections and any costs associated therewith.

The Contractor will be responsible for providing Building Control with all necessary drawings, calculations, statements and the like.

The Contractor, in receipt of Building Regulations approval, shall pass to the Employer / Employer’s Agent the original notice of approval together with any subsequent approval documents.

No increase will be allowed to the Tender, or subsequently to the [Contract Sum], for any costs of whatever nature incurred in conforming to the requirement of the Building Regulations in force or promulgated at the date of Tender or to the interpretation of those regulations by the officers of the Local Authority.

Completion Certificates from Building Control are to be obtained by the Contractor and delivered to the Employer / Employers Agent.

The Contractor is required to use an approved building inspector. The University will allow for payment of their account as a direct item and not through the contract.

The Contractor is required to ensure strict compliance with Part L2 of the Building Regulations in terms of the production of a Log Book (in accordance with CIBSE, TM31). The Log Book serves the purpose of detailing building services, plant and control, there method of operation and maintenance and other details that collectively enable energy consumption to be monitored and controlled. The Contractor is to allow for handing over the Log Book upon completion of the building services and to update the same during the defects liability period after routine maintenance of the services installation.

Fire Regulations


http://www.lboro.ac.uk/media/wwwlboroacuk/content/facilitiesmanagement/downloads/fmhealthsafety/Contractors%20Handbook%20Version%203%20issue%209%20%20Jan%202016.pdf

http://www.lboro.ac.uk/media/wwwlboroacuk/content/facilitiesmanagement/downloads/fmhealthsafety/Contractors%20Handbook%20Version%203%20issue%209%20%20Jan%202016.pdf

The Contractor must satisfy himself that the works when completed will meet with the approval of Building Control. No adjustment to the Tender and subsequently to the [Contract Sum] will be allowed for costs arising from satisfying the requirements. All fees associated with fire engineering consultancy are to be borne by the Contractor. Please note this is excluded from the architect’s appointment.

Existing ServicesWhilst the Employer has endeavoured to locate all existing services the Contractor will be responsible for ascertaining the extent of all existing services and undertake the disconnection and diversion of these services, at no additional cost to the Employer. Due consideration must be given to maintaining all services to the Employer’s existing surrounding buildings, which will remain occupied during the construction contract works. Please contact the University for further information on existing services. The existing services are detailed in Appendix [X].

ConstraintsThe Contractor needs to be aware that the University will have certain sensitive days, such as graduation and exam days, and the Contractor is expected to monitor the links below over the course of the construction period when developing their programme of works.

http://www.lboro.ac.uk/students/graduation/dates/

http://www.lboro.ac.uk/study/undergraduate/open-days/visit-opportunities/

http://www.lboro.ac.uk/students/welcome/your-first-days/term-dates/closure-dates/

http://www.lboro.ac.uk/admin/ar/student/exams/dates/

Dates for specific events are unavailable at this time. These shall be provided to the successful Contractor following their appointment.

Due co-ordination, and communication will be required between the employer and the Contractor to ensure these events/days can proceed.

The University reserves the right to serve notice within 12 hours on the Contractor that can bring into effect the stopping of the works part or whole.

The stopping of works can be any day or number of days up to 5 days in total. Any instruction to stop the works will not generate any additional costs or claims for an extension of timefrom the Contractor.

The notice may also act to prevent/restrict Contractor traffic movement around campus. This will be linked into the graduation/open days and will not require stopping of works, but it will ensure the contractor will need to plan for without generating any claims.

Site Access?

Warranty Agreements


http://www.lboro.ac.uk/admin/ar/student/exams/dates/

http://www.lboro.ac.uk/students/welcome/your-first-days/term-dates/closure-dates/

http://www.lboro.ac.uk/study/undergraduate/open-days/visit-opportunities/

http://www.lboro.ac.uk/students/graduation/dates/

The successful Contractor will be required to enter into Employer / Funder / Tenant / Purchaser / Sub-Contractor / Consultant warranties and Collateral Warranty agreements in the forms presented for each of the main elements, as detailed at Appendix [X].

Subcontract warranties will be required for the following elements of sub-contract work:1. Mechanical & Electrical Installation2. Precast Concrete Slabs3. Steel Frame4. External Wall Finishes5. Curtain Walling6. Stairs7. Lecture Theatre seating8. AV9. Any other installation with sub-contractor design requirements

Contract Guarantee BondThe Contractor is required to provide a Performance Bond in the sum of 10% of the [Contract Sum].

Parent Company GuaranteeThe Contractor is required to provide a Parent Company Guarantee in the form detailed at Appendix [X]. The Contractor is to provide a stand alone cost for this bond.

Quality Assurance and ControlThe Contractor shall prepare and agree with the Employer’s Agent a detailed Quality Assurance and Control programme setting out the methods he intends to adopt in order to demonstrate that the Performance Specifications are being met, requirements of all Statutes, Codes and Building Regulations etc. are being complied with and that all works will be systematically tested and commissioned before handover.

It is the Contractor’s responsibility to ensure that this Quality Assurance programme in relation to each element is agreed with the Employer’s Agent before works commences on site.

Workmanship on the project is to be of the highest order commensurate with the nature of the building. The finished project will reflect the control, supervision and care in detail design and workmanship, which has been outlined in the above.

Liquidated Damages?

Rectification Period?

Tender DrawingsThe Contractor is to comply with the contents of the Tender Drawings and is to produce additional details as required for construction purposes. The design details and principles contained in the Tender Drawings are to be adhered to and provide the design ‘concept’ for the scheme. The Tender Drawings are can be found in at Appendix [X].

Prohibited Material


The Contractor is to note that the use of CFC or HCFC blown insulants, together with hardwood from non-renewable resources shall not be permitted.

Rectification of DefectsThe Contractor is to note the following requirements for the rectification of defects, identified during the defects liability period. The following shall apply to all works undertaken by both the Main and all sub-contractors employed on the project. Emergency Repairs - Remedial works to be executed within 24 hours. Urgent Works - Remedial works to be executed within 7 days with immediate service repairs

after 3 days. Non-Emergency Repairs - Remedial Works to be executed within 14 days. Priority classification

for remedial works will be dictated by the Employer or their Agents.

University PoliciesThe Contractor is to note and comply with the following Loughborough University policies. The following shall apply to all persons on site.

Insulting Behaviour - Any worker who acts in an insulting, aggressive or offensive manner towards the staff or students of the University, or any other member of the public, will be excluded from site.

Alcohol and Drug Policy - No worker shall be permitted on site whilst under the effect of alcohol. The drinking of alcohol during breaks is therefore not permitted. Any person found to be under the influence of alcohol will be excluded from site.

Equal Opportunities and the Equalities Act 2010

The Employer is desirous of the Contractor, suppliers, sub-contractors, and consultants that they all comply with the Employers terms and conditions in respect of the above Act. The Contractor must make due allowance and ensure that suppliers, sub-contractors and consultants do the same.

Working HoursNormally: Monday to Friday 08:00 – 17:00.Saturday working is 08:00 to 17:00 hours.Any out of hours work by agreement with the University.

NoiseThe Contractor shall be aware of the daily routine of students and staff and shall structure their work to suit their requirements.

Surrounding academic buildings will be particularly noise sensitive during the construction period. The Contractor shall make due allowance for controlling noise during the works, and open days as previously mentioned.

The Contractor’s attention is also drawn to Sections 60 and 61 of the Control of Pollution Act 1974, with reference to the control of noise in relation to any demolition or construction works and to the obtaining of any prior consent from the responsible authority. The Contractor shall comply with any requirements and restrictions which may be imposed and shall allow for the cost of any such compliance within their tender.


Sound AttenuationThe Contractor is to allow for ensuring the sound reduction and attenuation requirements of the Employer, Service Engineers specifications and Building Regulations are achieved. The Contractor will be required during the testing and commissioning stage of the construction programme to undertake testing and provide written reports to indicate that elements of the building and services have achieved the required sound reduction and attenuation. The Contractor is to allow for all costs in undertaking the testing and reporting. Testing will be required on all floor levels of the building and externally in relation to plant / equipment and louvres.

PetsPets of any kind are not allowed on the site.

Fire PrecautionsThe Contractor and all staff must be aware of the University Fire Regulations, and the method of raising and responding to the fire alarm system. The Contractor must display the Fire Regulations in the site accommodation, also the fire assembly point for the area of working.

The Contractor’s site representative shall at all time keep a record of site staff. They shall take the record with them to the assembly point in event of alarm activation.

The Contractor must liaise with the University’s Fire Prevention/Safety Officer prior to the commencement of works to discuss the involvement of Fire Alarms, Detectors or associated equipment, to negate the possibility of false alarms by isolation of the equipment of deemed necessary.

The Contractor will be responsible for supplying portable firefighting equipment on location where the works present a fire hazard e.g. the use of heat or naked flames. The Contractor should familiarise itself and their operatives with the operation of the University fire safety procedures.

Considerate Construction SchemeThe Contractor is to allow in its tender price for applying for the project to be registered with the Considerate Constructors’ Scheme.

Clerk of WorksThe University’s clerk of works will be visiting site on a regular basis. Due notice must be given by the Contractor to all their comments, and written responses are expected by the Contractor. Separate and secure site accommodation should be provided for use by the Clerk of Works. Within this there should be power and data connections, a desk & chairs and office storage.

Pre-construction Health and Safety Information PackA copy of the pre-construction health and safety pack can be found at Appendix [X].

Existing Drawings/InformationDrawings of the existing utilities can be found in Appendix [X] of the tender documentation.

Topographical SurveyA topographical survey has been undertaken and can be found in Appendix [X] of the tender documentation.


SecurityAll Contractors will be expected to comply with the University’s security procedures and keep within their agreed working areas and should not access any other parts of the site unless agreed with the University.

Existing SurveysAll reports are indicative only and the Contractor is responsible for ensuring their accuracy. The University will not be liable for any additional extra costs in connection with any errors contained within.

Structural ImplicationsThe structural integrity of the site and the associated infrastructure that borders it and all risks associated will be a Contractor risk.

Waste Management PlanThe Contractor will be responsible for preparing a Waste Management Plan and all obligations placed under The Site Waste Management Plans Regulations 2008. The Contractor must submit a Waste Management Plan within the Contractor’s proposals as a requirement in Appendix [X] of the tender documentation. Please refer to the University standard policies in Appendix [X] of the Tender documents.

PhasingThere will be no phasing or sectional completion of the works.

Access by the UniversityIf the Works are not practically complete by the Completion Date the Employer may any time thereafter without the consent of the Contractor commence the fitting out of the Works and preparation of the Works for use.

If the Employer exercises this right the Employer shall use its reasonable endeavours to procure that such work causes as little disruption to the Contractor’s remaining work as is reasonably practicable but to the extent that the Employer complies with this obligation the Contractor shall be deemed to have allowed for any such disruption and shall not be entitled to any extension of time or additional payment of any kind in respect of any such disruption.

BREEAMA copy of the BREEAM pre-assessment can be found in Appendix [X] of the tender documentation.

The Contractor is responsible for ensuring that the [new building achieves a BREEAM score of “Excellent” / refurbishment achieves a BREEAM score of “Very Good”].

RiskThe Contractor has an obligation to identify all project risks and make allowances to mitigate them.

Fire


The Contractor must demonstrate full compliance with the current Building Regulations and liaise with University’s Fire Officer during the design and construction of the Works.

CommissioningThe Contractor is expected to submit a separate cost for employing a Mechanical and Electrical Commissioning Engineer on behalf of the employer under the form of appointment in Appendix [X] of the tender documents.

This will be a joint appointment with the costs split equally between the University and the Contractor. The Contractor will be required to provide the name of the person and company who will undertake the role accompanied with the relevant experience.

The Contractor is also to provide a fully detailed commissioning programme to the Employer at the relevant stage of the project.

Car ParkingContractors and employees vehicles will be restricted to the site compound only. No parking will be allowed on the campus and streets surrounding the campus. The Contractor is to include within the tender for all costs associated with any restrictions to the access of the site.

Maintenance of Access RoadsBefore commencement of the works, a dilapidations survey of the roads used to access the site shall be made and agreed as a record of their existing condition. The Contractor is to give due consideration to maintaining the condition and cleanliness of these roads and make good damage that comes about as a consequence of their activities.

Maintenance ProceduresThe Contractor is to make due allowance within its tender for maintaining the completed building in accordance with Loughborough University’s standard maintenance procedures document which can be found in Appendix [X] of the tender documents.

Contractor Site Set-UpThe Contractor is to provide a site compound layout as part of its tender including a method statement for access and delivery vehicles during construction. It is recommended that the site compound should be located in the car park adjacent to the building.]


Section 4 – Questionnaire

All information requested below should be returned, with the Tender documentation, in a suitable form. i.e. relevant information detailed under appropriate headings in an Appendix. Please include, where appropriate, any supporting documents, making clear on all enclosures the name of the respondent and the number of the question to which the response refers. Please also ensure that documents are titled so that the University can easily identify them.

4.1 Organisation Background Information4.1.1 Full name of organisation4.1.2 Address of Registered Office (including postcode)4.1.3 Company Registration Number4.1.4 Address of office where service is to be provided (if different from above) (including postcode)4.1.5 If the organisation is a subsidiary of another body, will that parent firm guarantee the applicant’s contract performance as its subsidiary?If Yes - provide details of the parent firm including company registration number.

Yes No N/A

4.1.6 Length of time in business4.1.7 Status of organisations A Public Limited company

A Limited Company

A Company Limited by Guarantee

A Partnership

A Sole Trader

A Charity

A Franchise

A Small/Medium Sized Enterprise or SME

Other (e.g: a Special Purpose Vehicle, Joint Venture Company etc.)

Please specify ………………………………….

4.1.8 To the best of your knowledge, does any director or senior officer of your organisation have any personal or financial connection with a senior member of the University’s staff (including academics) or

Yes No

If yes, please provide details of the individuals concerned and the nature of their relationship:


any member of University staff involved in this procurement exercise?4.2 Economic and Financial StandingThe University will carry out an independent financial check on all Tenderers using CreditSafe software. In the event that an Applicant’s financial stability equates to a commercial credit rating of less than [XX] out of 100 on the day that the ITT is evaluated, and/or that following evaluation of the documents submitted in support of their ITT, if there remained any financial concerns which could not reasonably be satisfied, then their application would fail.[The appropriate Category Manager can advise on the minimum requirement for financial stability]4.2.1 Please indicate which of the following you would be willing to provide to evidence your organisation having the required financial strength was your organisation to fail the CreditSafefinancial check, by ticking the appropriate box.

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

A statement of your turnover, profit & loss account and cash flow for the most recent year of trading A statement of your cash flow forecast for the current year and a bank letter outlining the current cash and credit position

Alternative means of demonstrating financial status if trading for less than a year

In the event that analysis of your financial position determines that additional measures are necessary in order to provide adequate assurance of your financial strength, you may be required to provide either a parent company guarantee or a bank guarantee.4.2.2 It is a requirement of this contract that the supplier holds the levels of insurance indicated below. [If you do not believe that the default insurance levels shown opposite, and in the University’s Standard Ts&Cs for Goods and Services and Consultancy, reflect the risk presented by the contract, then please contact the appropriate Category Manager]

Please confirm whether you already have or can commit to obtain, prior to the commencement of the contract, the required levels of insurance cover indicated.

Please provide evidence of your insurance cover: Name of insurer, policy number, renewal date, limit of indemnity, excess, a copy of your certificates of insurance.

Employer’s (Compulsory) Liability Insurance of [£10M]

Yes No

Public Liability Insurance of [£10M]

Yes No

Professional Indemnity Insurance of [£2M for Goods/Services/Works or £10M for Consultancy]

Yes No

Product Liability Insurance of [£10M]

Yes No

4.3. Past Performance


4.3.1 Have you, either as a supplier or as an organisation in the supply chain, been involved in the provision of any contract in the last 3 years for goods and services, where the contract has been terminated or payment has been withheld because your performance was not satisfactory?

Yes No

If yes, please provide further information:

4.3.2 Have you as a supplier withdrawn from a contract prematurely during the last three years?

Yes No


4.3.3 Have you as a supplier had to pay financial penalties or had payment deducted from monies arising from failure to perform in accordance with contractual obligations during the last three years?

Yes No


4.4 Professional and Technical Capacity4.4.1 Please provide details of up to three contracts from either or both the public or private sector, that are similar to the University’s requirement. [Contracts for the supply of goods or services should have been performed during the past three years. Works contracts may be from the past five years]

The customer contact should be prepared to speak to the University to confirm the accuracy of the information provided below, if we wish to contact them. The University reserves the right to contact any or all of these organisations for a reference.

Contract 1Customer organisation:Contact name, tel. no., & e-mail:Contract start date:Contract completion date:Contract value:Brief description of contract (max 150 words):

Contract 2Customer organisation:Contact name, tel. no., & e-mail:Contract start date:Contract completion date:Contract value:Brief description of contract (max 150 words):

Contract 3Customer organisation:Contact name, tel. no., & e-mail:Contract start date:Contract completion date:Contract value:


Brief description of contract (max 150 words):4.4.2 How many staff does your organisation (including consortia members or named sub-contractors where appropriate) have available or do you intend to deploy in order to carry out the services and/or delivery of goods for this contract opportunity?4.4.3 Please provide details of any educational and professional qualifications of those individuals (and/or) the management responsible for delivering the contract.

It is important that the individuals/management whose qualifications are provided as part of this tender submission consent to their information being used for this purpose, and understand that it will be retained and destroyed in line with the University’s Procurement Document Retention Schedule and Records Management Policy

Do the individuals/management consent to their information being used as part of this tender submission, and understand that it will be retained and destroyed in line with the University’s Procurement Document Retention Schedule and Records Management Policy?

Yes No

Health and Safety4.5 need not be completed if your organisation meets the criteria identified in 4.5.1 and/or 4.5.2 below.4.5.1 You have within the last twelve months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum.

Yes

No

4.5.2 You hold a UKAS or equivalent, accredited independent third party certificate of compliance with BS OHSAS 18001.

Yes

No

4.5.3 Role related question selection:The questions asked in 4.5.5 to 4.5.21 are appropriate for particular construction roles and have been colour coded accordingly to assist identification. Please indicate below which role(s) best describes your organisations activity and then only provide responses to the questions colour coded to the role(s) you have selected.NOTE If your organisation will potentially fill more than one role (e.g. Design and Build), please provide responses to the questions applying to all relevant roles (e.g. Designer and Contractor)


https://internal.lboro.ac.uk/info/finance/staff/procurement/





4.5.3(a) Contractor or Sub-Contractor (respond to unshaded questions 4.5.4 to 4.5.15)

Yes

No4.5.3(b) Designer (respond to red shaded questions 4.5.16 to 4.5.18)

Yes

No4.5.3(c) Principal Designer (respond to green shaded questions 4.5.19 to 4.5.21)

Yes

No4.5.4 Are you able to demonstrate that you have a policy and organisation for health and safety (H&S) management?

Please provide evidence of a periodically reviewed H&S policy, endorsed by the chief executive officer. The policy should be relevant to the anticipated nature and scale of activity to be undertaken and set out responsibilities for H&S management at all levels in the organization.

(Organisations with fewer than 5 employees, see note (i) in Appendix A)

Yes

No

Please provide reference to any supporting documents

4.5.5. Are you able to describe your arrangements for ensuring that your H&S measures are effective in reducing / preventing incidents, occupational ill-health and accidents?

Please provide details of the arrangements for H&S management that are relevant to the anticipated nature and scale of activity to be undertaken and show clearly how these arrangements are communicated to the workforce.

(Organisations with fewer than 5 employees, see note (i) in Appendix A)

Yes

No


4.5.6 Do you have access to competent H&S advice / assistance – both general and

Please provide evidence of how your organization obtains access to competent

Yes

No



construction / sectorrelated?

H&S advice.

NOTE Access to competent in-house advice, in whole or part, is preferred. It is essential that H&S advisor(s) are able to provide general H&S advice and that (from the same source or elsewhere) advice relating to construction H&S issues is accessible as required.

4.5.7 Do you have a policy and process forproviding your staff/workforce with training and information appropriate to the types of activity that your organisation is likely to undertake?

Provide evidence that your organization has in place and implements, training arrangements to ensure that its staff / workforce has sufficient skills and understanding to discharge their various duties. This should include refresher training (e.g. a CPD programme) that will keep the workforce updated on good H&S practice applicable throughout the company.

Yes

No


4.5.8 Does your staff/workforce have H&S or other relevant qualifications andexperience sufficientto implement yourH&S policy to astandard appropriateto the activity that your organization is likely to undertake?

You will be expected to demonstrate and provide evidence on request, that your staff / workforce possesses suitable qualifications and experience for the tasks assigned to them, unless there are specific situations where they need to work under controlled and competent supervision, e.g. trainees.

Yes

No


4.5.9 Do you check, Please provide evidence Yes Please provide reference to any supporting documents


review and where necessary improve your H&S performance?

that your organization has in place and implements, an ongoing system for monitoring H&S procedures on an ongoing basis and for periodically reviewing and updating that system as necessary.

No

4.5.10 Do you have procedures in place to involve your staff / workforce in the planning and implementation of H&S measures?

Please provide evidence that your organization has in place and implements a means of consulting with its staff/ workforce on H&S matters and show how staff/ workforce comments, including complaints are taken into account.

Yes

No


4.5.11 Do you routinely record and review accidents / incidents and undertake follow-up action?

Please provide access to records of accident rates and frequency for all RIDDOR reportable (see note (ii) in Appendix A) - events for at least the last three years. Demonstrate that your organization has in place a system for reviewing significant incidents, and recording action taken as a result including action taken in response to any enforcement.

Yes

No


4.5.12 Do you have arrangements for ensuring that your suppliers apply H&S measures to a standard appropriate to the activity for which they are being engaged?

You will be expected to demonstrate and provide evidence on request that your organization has and implements, arrangements for ensuring that H&S performance throughout the whole of your organization’s supply chain is

Yes

No



appropriate to the work likely to be undertaken.

4.5.13 Do you operate a process of risk assessment capable of supporting safe methods of work and reliable project delivery where necessary?

You will be expected to demonstrate and provide evidence on request that your organization has in place and implements procedures for carrying out relevant risk assessments and for developing and implementing safe systems of work (‘method statements’).

You should be able to provide indicative examples. The identification and control of any significant occupational health (not just safety) issues should be prominent.

(Organizations with fewer than 5 employees, see note (i) in Appendix A)

NOTE Risk assessments should focus on the needs of the particular job and should be proportionate to the risks arising from the work to be undertaken. In addition to ensuring risk management, the need to reduce documentary requirements on micro-businesses in particular should be taken into account by buyers and assessment providers.

Excessive bureaucracy

Yes

No



associated with competency assessment can obscure the real risk issues and divert effort away from them.

4.5.14 Do you have arrangements for co-operating and co-ordinating your work with others (including other suppliers, notably contractors)?

Please provide explanation of how co-operation and co-ordination of the work is achieved in practice, and how other organisations are involved in drawing up method statements / safe systems of work etc. including arrangements for response to emergency situations. This should include details of how comments and input from your suppliers will be taken into account and how external comments including any complaints, will be responded to.

Yes

No


4.5.15 Do you have arrangements for ensuring that on-sitewelfare provision meets legal requirements and the needs/expectations of your employees?

You will be expected to demonstrate and provide evidence on request about how you ensure suitable welfare facilities will be in place before starting work on site, whether provided by a site-specific arrangement or your own organisational measures.

Yes

No


4.5.16 Do you ensure that you and your workforce have the appropriate capabilities to enable you and them to discharge your / their legal duties under

Provide evidence of your CPD programme and / or examples of training and development plans (which may include in-house training). Please provide evidence of

Yes

No



health and safety legislation?

how your organisation obtains H & S information, including how you maintain your technical knowledge and understanding of developments in construction. Provide commentary on how you match individual capabilities with the work undertaken.

4.5.17 Do you have and implement, arrangements formeeting the designerduties under theConstruction Designand ManagementRegulations?

Please provide evidence showing how you address points 1 to 4 below. Please provide examples for each showing how risk was reduced through design. NOTE Emphasis should be on practical measures that reduce particular risks arising from the design, not on lengthy procedural documentation highlighting generic risks.

1. ensure co-operation and co-ordination of design work within the design team and with other designers / contractors;

2. ensure hazards are eliminated and show how remaining risks are managed, (with reference to buildability, maintainability and use);

3. ensure that any structure that will be used as a workplace will meet relevant

Yes

No



requirements of the Workplace (Health, Safety and Welfare) Regulations 1992;

4. manage design changes.

4.5.18 Do you check, review and where necessary improve your H & S performance?

Please provide evidence that your organization has in place and implements, an ongoing system for monitoring H&S procedures and for periodically reviewing and updating that system as necessary for example through project design review (during and post-completion).

Yes

No


4.5.19 Are you able to provide evidence of your field of knowledge and experience in the design and construction process?

Please provide evidence, in the form of real examples rather than by generic documents, of actual attainments which should indicate competence as in the case of:

• Professionally Qualified to Chartered level (see note (iii) in Appendix A);

• Membership of a relevant construction institution, e.g. CIAT; CIBSE; CIOB; ICE; IET; IMechE; IStructE; RIBA; RICS.

Yes

No


4.5.20 Are you able toprovide evidence ofyour knowledge andexperience of H&S in construction?

Please provide examples of actual attainments which should indicate competence as in the case of validated CPD in this field, and typical additional qualifications

Yes

No



e.g. NEBOSH Construction Certificate; Member of health and safety register administered by the ICE (see note (iv) in Appendix A); Membership of Association for Project; Safety; Membership of Institution of Construction Safety.

4.5.21 Do you reviewand develop your effectiveness at delivering the coordination role?

Please provide evidence that your organization has in place and implements, an ongoing system for monitoring performance including post project review.

Yes

No


Environment4.6.1 Environment Exemption: Form I need not be completed if your organisation holds a UKAS (or equivalent) accredited independent third party certificate of compliance with BS EN ISO 14001 or a valid EMAS certificate, and can provide the supporting evidence requested. (See EMAS note in Appendix A)

Exemption claimed

Yes

No

If yes, please provide copy of certificate (and reference)

4.6.2 Do you have a documented policy and organization for the management of construction-related environmental issues?

Please provide evidence that you or your organisation has an environmental management policy authorized by the Chief executive or equivalent and regularly reviewed. The policy should be relevant to the nature and scale of the activity and set out the responsibilities for environmental management throughout the organization.

Yes

No


4.6.3 Do you have Please provide Yes Please provide reference to


documented arrangements for ensuring that your environmental management procedures are effective in reducing/preventing significant impacts on the environment?

evidence that your organisation’s environmental policy implementation plan provides information as to how the company aims to discharge relevant legal responsibilities and provides clear indication of how these arrangements are communicated to the workforce, in relation to environmental matters including:

sustainable materials procurement;

waste management;

energy management.

This should include the arrangements for responding to, monitoring and recording environmental incidents and emergencies and complaints.

Noany supporting documents

4.6.4 Do you have arrangements for providing employees who will engage in construction, with training and information on construction-related environmental issues?

Please provide evidence that your organisation has in place and implements, training arrangements to ensure that its workforce has sufficient skills and understanding to carry out their various duties. This should include a programme of refresher training that will keep the

Yes

No



workforce updated on relevant legal requirements and good environmental management practice.

4.6.5 Do you check, review and where necessary improve your environmental management performance?

Please provide evidence that your organisation has a system for monitoring environmental management procedures on an ongoing basis and for updating them at periodic interval.

Yes

No


4.6.6 Do you have arrangements for ensuring that any suppliers you engage apply environmental protection measures that are appropriate to the activity for which they are being engaged?

Please provide evidence that your organisation has procedures for monitoring supplier’s environmental management arrangements and ensuring that environmental performance appropriate for the activity to be undertaken is delivered throughout the whole of your organizations supply chain.

Yes

No


4.7 Equality4.7.1 Is it your policy as an employer to comply with your statutory obligations to staff and applicants for employment under equality legislation, including the Equality Act 2010 and regulations made under that Act?

Yes No

4.7.2 Does your organisation have a formal equality policy?

If yes, please attach your policy and answer question 4.7.3 below Yes No

4.7.3 Does the policy address the following?

(a) Recruitment, selection, training, promotion, discipline and dismissal

(b) Discrimination, harassment, and victimisation (and it is made clear that these are disciplinary offences within

Yes No

Yes No


the organisation)

(c) Identification of the senior position with responsibility for the policy and its effective implementation

(d) How the policy is communicated to staff

(e) It covers both employees and service users

Yes No

Yes No

Yes No4.7.4 Is your policy effectively implemented in the organisation’s recruitment practices, including open recruitment methods such as the use of:

(a) Job centres

(b) Careers service

(c) Press advertisements

Yes No

Yes No

Yes No4.7.4 Does your organisation monitor the profile of its staff according to the following ‘protected characteristics’?

(d) Age

(e) Gender

(f) Disability

(g) Ethnicity

(h) Sexual orientation

(i) Religion and belief

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

4.7.6 Does your organisation provide equality training for managers and any staff responsible for recruitment and selection?

Yes No

4.8 Modern Slavery4.8.1 Are you a relevant commercial organisation as defined by section 54 ("Transparency in supply chains etc.") of the Modern Slavery Act 2015 ("the Act")?

Yes No

4.8.2 If you have answered Yes to 4.8.1, are you compliant with the annual reporting requirements contained within Section 54 of the Act 2015?

Yes

Please provide relevant url…

No


Please provide an explanation

[The Grounds for Mandatory and Discretionary Exclusion questions from the Pre-Qualification/Selection Questionnaire should be inserted where following an Open Procedure for a requirement above the EU Threshold][4.X Compliance with Specification / Employer’s Requirements][4.X.1 Confirm your compliance with the Specification / Employer’s Requirements in Section 3.][4.X Method Statement/Project Execution Plan][4.X.1, Design and quality – Please fully detail your design intent and approach taking into consideration the University’s requirements, specifically addressing:- Interior design- Visuals/samples/mood board- Samples/mood board – one - Mood board/samples- Specification- M&E strategy- Structural strategy- Fire strategy- BREEAM

4.X.2, Project management approach - Please fully detail your project management approach taking into consideration the University’s requirements, specifically addressing:- Project organogram- Design management- Site management- Construction H&S Plan- Waste Management Plan- Cost management, incl. cash flow forecast- Commissioning management- Communications

4.X.3, Programme – Please set out your proposed work programme, demonstrating how you will meet or improve on the University’s baseline requirements

4.X.4, Sub-contractors - Are you to use sub-contractors?

[Maximum of [XXX] words]



4.X.5 If you have answered Yes to 4.X.4, please provide the following details for each sub-contractor:- Name of organisation- Contact name- Role in organisation- Phone number- E-mail address- Postal address- Company and/or Charity Registration No., and date of registration(s)- VAT Registration No.- Role that the sub-contractor will take in providing the works/services e.g. key deliverables- Approximate % of contractual obligations assigned to the sub-contractor

NOTE Whilst sub-contractor details are requested, it is recognised that arrangements in relation to sub-contracting may be subject to future change. However, Tenderers should be aware that where sub-contractors are to play a significant role, any changes to those sub-contracting arrangements may constitute a material change and therefore may affect the ability of the Tenderer to deliver the [works/services], resulting in them being eliminated from the procurement process.][4.X Added Value][4.X.1 What added value could you provide to the University as part of this contract, including opportunities for apprenticeships, student internships, placements, work experience/trials and on-site training?]


4.X.1 Provide the name, telephone/mobile no. and e-mail address of the individual to whom queries about this Tender should be addressed


PLEASE PROVIDE BESPOKE ANSWERS TO THE ABOVE QUESTIONS – GENERIC INFORMATION WHICH MAY NOT BE OF RELEVANCE TO THIS CONTRACT IS UNLIKELY TO LEAD TO THE AWARD OF MANY MARKS DURING EVALUATION.

After completion of the questionnaire, please sign the declaration below.

I/We declare that the information given is accurate to the best of my/our knowledge.

I/We understand that false information could result in the termination of any future contract.

Signed:_________________________________

Name__________________________________

Position:________________________________

For and on behalf of:______________________

Date: __________________________________


Section 5 – Pricing Schedule

[Insert Pricing Schedule, e.g. Schedule of Rates and/or uplift or Contract Sum Analysis, including M&E Breakdown or Bill of Quantities or Prelims plus Overheads & Profit.

[If using specialist software to produce Employer’s Requirements that include a pricing column, to be issued as a separate document, then reference the separate document here (issuing it alongside this ITT document).

A schedule of Value Engineering opportunities may also be included]

[Cost for employing a Mechanical and Electrical Commissioning Engineer on behalf of the employer]

[Standalone cost for Parent Company Guarantee]


Section 6 – Certificate of Non-collusion

The essence of selective tendering is that the client shall receive bona fide competitive Tenders from all organisations tendering. In recognition of this principle, we certify that this is a bona fide Tender, intended to be competitive, and that we have not fixed or adjusted the amount of the Tender by or under or in accordance with any agreement or arrangement with any other person. We also certify that we have not done and we undertake that we will not do at any time before the returnable date for this Tender any of the following acts:

a) communicating to a person other than the person calling for those Tenders the amount or approximate amount of the proposed Tender, except where the disclosure, in confidence, was necessary to obtain insurance premium quotations required for the preparation of the Tender;

b) entering into any agreement or arrangement with any other person that he shall refrain from tendering or as to the amount of any Tender to be submitted;

c) offering or paying or giving or agreeing to pay or give any sum of money or valuable consideration directly or indirectly to any person for doing or having done or causing or having caused to be done in relation to any other Tender or proposed Tender for the said work any act or thing of the sort described above.

In this Certificate, the word "person" includes any persons and anybody or association, corporate or unincorporated; and "any agreement or arrangement" includes any such transaction, formal or informal and whether legally binding or not.

Signed:_________________________________

Name: _________________________________

Position:________________________________


Date:__________________________________


Section 7 – Non-compliance Statement

NOTE TO TENDERER:

Detail below all matters (Technical, Commercial or Contractual) in which your Tender response does not comply with the requirements laid down in the Invitation to Tender documentation. Sequentially number each point in the first column for ease of reference. If required, take copies of this blank form for additional points of non-compliance. Cross reference to any supporting information provided separately.

TENDERER: ..............................................................................................

DATE: ............................................. PAGE ............ OF ............

Section No. in Tender

Requirement with which the Tender does not comply Extent of non-compliance Alternatives offered and effect

on specified requirement

Signed:_________________________________

Name: _________________________________

Position:________________________________


Date:__________________________________


Section 8 – Form of Tender

TENDER REFERENCE: [FM[XXXXX] / LU[XXXXX]]

Dear Sirs,

Having examined all the documents listed below and, subject to and upon the terms and conditions contained in the said documents, I/We offer to provide the Services / Goods to Loughborough University at the rates/prices detailed in the Schedule of Prices enclosed.

I/We agree that this tender and any framework which may result from it shall be based upon the documents listed below and bearing the framework reference shown at the top of this tender.

(i) Overview of the Procurement Exercise

(ii) Instructions to Tenderers

(iii) [Specification / General Description of Requirements]

(iv) Pricing Schedule

(v) Certificate of Non-collusion

(vi) Non-compliance Statement

(vii) Form of Tender

(viii) Questionnaire

I/We agree that any other terms or conditions of framework which may be printed on any correspondence emanating from us/me in connection with this tender or with any framework resulting from this tender, shall not be applicable to the framework.

The prices quoted in this tender are valid and open to acceptance by you for 3 months from the date below

I/We agree that should our tender be accepted then time shall be the essence of the contract.

Signed:_________________________________

Name: _________________________________

Position:________________________________


Date:__________________________________


APPENDICES


Appendix A - Notes

Health & Safety

(i) Organizations with fewer than five employees are not legally required to have a documented policy statement. If a supplier is in this category it does not have to write down its policy, organisation or arrangements. However, it does need to be able to demonstrate that its policy and arrangements are adequate in relation to the type of activity likely to be undertaken and assessments of competence will be made easier if when procedures are clear and accessible.

(ii) RIDDOR: The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013.

(iii) The terms ‘Designer’ and ‘Principal Designer’ relate to the professional function to be provided by the supplier, not to the type of organization. These questions align with the requirements for evidence in the Guidance for the CDM Regulations 2015. They cover the Stage 1 assessment of capability only (CDM 2015).

(iv) Chartered membership of a recognised construction-related institution.

Environment

EMAS: The European Eco-management and Audit Scheme, sponsored by the European Commission (see http://ec.europa.eu/environment/emas/index_EN.htm)


http://ec.europa.eu/environment/emas/index_EN.htm

[Appendix X – XXXXXXXXXX]






Documents

*All tenderers will be invited to attend a mid-tender review meeting where the y may raise any questions on any aspect of the build and/or tender . …