Pennine Lancashire Single Homelessness Final Tender

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    Comm issioned by Rossendale Borou gh Counci l

    A co l laborat ive work in g partnership com pr is ing B lackburn with Darwen

    Borough Counc i l ; Burn ley Borough Counc i l ; Hyndburn Borough Counc i l;

    Pendle Boroug h Counci l ; Ribble Valley Borou gh Counc i l and Rossendale

    Borough Counc i l

    INVITATION TO TENDER FOR

    PENNINE LANCASHIRE SINGLEHOMELESSNESS PROJECT

    INSTRUCTIONS AND DETAILS OF CONTRACT

    May 2014

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    SUMMARY INSTRUCTIONS AND DETAILS OF BRIEF

    ITT DETAILS

    Contract Description: Accommodation Project for Single People

    Quantity: Covering the six Local Authorities districts ofRossendale, Blackburn with Darwen; Burnley;Hyndburn; Pendle and Ribble Valley

    Period of Contract: Up to 24 months

    Procuring Officer:Any queries must be addressed to:-

    CATHY LORD

    Strategic Housing and Partnerships Manager,

    Rossendale Borough Council, The Business Centre,Futures Park, Bacup, Lancashire, OL13 0BB.

    Tel: 01706 252406

    Email: [email protected]

    Before the20thJune 2014

    Submission instructions: 7 No. unbound copy and 1 No. electronic/CD-ROM orother portable electronic media compatible withMicrosoft Office or Acrobat/PDF.

    Tenders to be sent to:Committee and Member Services Manager,Rossendale Borough Council,The Business Centre,Futures Park,Bacup,Lancashire,OL13 0BBPOSTAL ONLY Tenderers must not return a Tendervia e-mail.

    Date/time for Tender return: 12 noon Friday 27thJune 2014

    Packaging: Tenders must be marked Tender- StrictlyConfidential - Pennine Lancashire SingleHomelessness Project - to be opened by addresseeonly and the packaging must not bear any sign orreference which might indicate the identity of theTenderer and display the appended label.

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    Procurement Timetable

    The Council intends to award the Contract on behalf of the Partnership.

    The Council proposes the following indicative timetable for the award of the Contract:

    Stage Date(s)/Time

    Issue of Invitation to Tender Tuesday 27thMay 2014

    Last date for ITT clarificationFriday 20thJune 2014

    Submission of Tenders12 noon Friday 27thJune 2014

    Evaluation of TendersThursday 3rdJuly 2014

    Tenderer interviews/clarificationmeetings

    Tuesday 8

    th

    July 2014

    Notification of result of evaluationFriday 11 July 2014

    Standstill period10 days (calendar days)

    Expected date of award of Contract(s)21s July 2014

    Contract commencement22n July 2014

    The Council, on behalf of the Partnership, reserves the right to change the above timetableat its discretion and Tenderers will be notified accordingly where there is a change in thetimetable. Due to the urgency of this requirement, Tenderers are requested to bear thisinformation in mind and allocate the appropriate resource to meet this timetable.

    CHECKLIST FOR TENDERERS

    Failure to provide all of the items in the checklist may cause your Tender to be non-compliant and not considered.

    No Item Included in Tender?

    1. All information requested in Section 5

    2. Form of Tender

    3. Pricing Schedule

    4. Certificate of non-canvassing and non-collusion

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    CONTENTS

    1 BACKGROUND .............................................................................................. 62 TENDER SUBMISSION REQUIREMENTS .................................................... 63 CONTRACT DOCUMENTS ............................................................................ 74

    TENDER EVALUATION AND AWARD CRITERIA ......................................... 7

    5 INFORMATION REQUIRED ........................................................................... 96 CLARIFICATION MEETINGS, SITE VISITS AND INTERVIEWSERROR! BOOKMARK NOT7 FREEDOM OF INFORMATION ACT AND ENVIRONMENTAL

    INFORMATION REGULATIONS STATEMENTERROR! BOOKMARK NOT DEFINED.SCHEDULES

    1 SPECIFICATION2 PART 1 - CONTRACT PARTICULARS

    PART 2 - STANDARD TERMS AND CONDITIONS

    3 FORM OF TENDER4 CERTIFICATE OF NON-COLLUSION AND NON-CANVASSING5 INTENTION TO TENDER FORM

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    IMPORTANT NOTICE

    This Invitation to Tender (ITT) is issued to those shortlisted to tender (Tenderers) toRossendale Borough Council (the Council) acting on behalf of Blackburn with DarwenBorough Council; Burnley Borough Council; Hyndburn Borough Council; Pendle Borough

    Council; Ribble Valley Borough Council and Rossendale Borough Council (thePartnership) to undertake a Pennine Lancashire Single Homelessness Project (theContract),their professional advisers and other parties essential to preparing a tender forthis Contract (the Tender) and for no other purpose.

    The contents of this ITT and of any other documentation sent in respect of this tenderprocess are provided on the basis that they remain the property of the Council and must betreated as confidential. If you are unable or unwilling to comply with this requirement youare required to destroy this ITT and all associated documents immediately and not to retainany electronic or paper copies.

    No Tenderer will undertake any publicity activities with any part of the media in relation tothe Contract or this ITT process without the prior written agreement of the Council, includingagreement on the format and content of any publicity.

    This ITT is made available in good faith. No warranty is given as to the accuracy orcompleteness of the information contained in it and any liability or any inaccuracy orincompleteness is therefore expressly disclaimed by theCouncil and its advisers.The Council reserves the right to cancel the tender process at any point. The Council is notliable for any costs resulting from any cancellation of this tender process nor for any othercosts incurred by those tendering for this Contract.

    You are deemed to understand fully the processes that the Council is required to followunder relevant European and UK legislation, particularly in relation to The Public ContractsRegulations 2006.

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    2.5 The Tender (including price) should remain valid for a minimum period of 90 days.

    2.6 The Tender must not be qualified in any way.

    2.7 Any signatures must be made by a person who is authorised to commit the Tenderer

    to the Contract.

    2.8 Your full registered business/name and main office address must also be providedon all documents.

    3. CONTRACT DOCUMENTS

    3.1 Any resulting Contract will consist of the Contract Particulars (to be completed), theStandard Terms and Conditions, the Special Terms and Conditions (all as set out inSchedule 2) and the successful Tender. The Contract will be subject to English law

    and the exclusive jurisdiction of the English Courts.

    3.2 The Partnership and procuring Council is bound by procurement rules and cannotenter into any negotiations on the Tender or Contract.

    3.3 Any contract award will be conditional on the Contract being approved in accordancewith the Councils internal procedures and the Council being generally able toproceed and will allow the statutory standstill period of a minimum of 10 calendardays to elapse before sending confirmation of contract award to the successfulTenderer.

    4. TENDER EVALUATION AND AWARD CRITERIA

    4.1 The Council does not undertake to accept the lowest or any Tender and reservesthe right to accept the whole or any part of the Tender submitted.

    4.2 Each Tender will be checked initially for compliance with all requirements of the ITT.

    4.3 Tenders will be evaluated against the award criteria set out below.

    4.4 During the evaluation period, the Council reserves the right to seek clarification inwriting or by means of a clarification meeting from any or all of the Tenderers, toassist it in its consideration of their Tenders.

    4.5 The Council may decide to interview Tenderers or hold clarification meetings toassist its tendering process, and the Tenderers will be notified in due course.

    4.6 The Council would be open to submissions from a consortium of providers and/orsubcontracting arrangements.

    4.7 Tenders will be evaluated to determine the most economically advantageousTendertaking into consideration the following award criteria as detailed below:

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    The criteria and weighting for the selection of the Single Homelessness Project is asfollows:

    Criteria Range Weighting Total

    Achievable

    Costed and realistic proposals for a

    long term self-sustaining project to meet

    all three elements of the Project and the

    particular criteria specified. Preference

    will be given to a not for profit or charitable

    organisation (including registered housing

    providers), and also for plans to source

    properties from all sectors.

    0 - 5 8 40

    Demonstrable experience of workingwith vulnerable clients, and managing

    varied and complex support needs, to

    achieve positive accommodation,

    education, employment and training

    outcomes.

    0 - 5 5 25

    Quality Management: evidence of

    appropriate capacity, structure and

    governance, including appropriate policies

    and procedures to deliver the required

    long term service.

    0 - 5 3 15

    Demonstrable experience of sourcing

    suitable and sustainable accommodation

    for the client group from across all sectors,

    including knowledge of how the Single

    Homelessness Project could work in

    conjunction with, and support the Empty

    Homes Programme in each of the Partner

    areas.

    0 - 5 2 10

    Demonstrable knowledgeof the housing

    market in each of the Partner areas with

    detailed and realistic proposals to develop

    the Single Homelessness Project in each

    area based on that knowledge.

    0-5 1 5

    Performance: a proven track record and

    ability to deliver projects.

    0 - 5 1 5

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    The submissions will be evaluated against the following scoring matrix

    0 1 2 3 4 5

    No evidence

    of knowledge,experience or

    track record/

    capacity

    Limited

    experience /poor

    response

    /limited

    capcity

    Minimal

    capacityand

    experience/

    fair

    response

    Demonstrate

    s adequatecapacity and

    experience/

    satisfactory

    response

    Good track

    record,experience

    and sufficient

    capacity/good

    response

    Excellent

    experience,track record

    and

    capacity to

    meet or

    exceed

    requirement

    s/excellent

    response

    5. INFORMATION REQUIRED

    5.1 Tender information

    The following information (in addition to the requirements included in Schedule 1Specification) is required in the tender return to enable the Council to evaluate thetender in accordance with Section 4.7 above.

    1. Ful l detai ls are required o f the del ivery mo del to d el iver the contract .

    Demonstration of your proposed approach to the delivery of all three elements ofthe Project, and working together with the Pennine Lancashire Partnership.

    A method statement to support this.

    Details of how you plan to make the Project financially self-sustaining and also toretain the ethos of the Project beyond the contract period, to include full details ofcostings and governance.

    Details of the constitution of the Tendering body .i.e. registered charity/housingprovider and of any consortium or sub-contracting arrangements.

    Details of how you intend to source properties of the required standard, fromacross all housing sectors, private rented, social housing and the PennineLancashire Empty Property Scheme.

    Development plan across all 6 local authority areas over the 2 year contract period.

    Details of any other projects you intend to work with, or subcontractors that youpropose to use.

    Details of any enhancements which it is believed will add value to the Project.

    The costs (if any) of providing each of these enhancements and ideas should beclearly and separately identified by the Tenderers in their Pricing Schedule.

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    2. Assessment and Supp ort Measures

    Details of how you would approach personalised support for clientsassessingthe need for, and provision of personalised support.

    Demonstrable experience working with this client group , and of sourcing suitableand sustainable accommodation for the client group.

    Proposals to achieve positive accommodation, education, employment and trainingoutcomes for this client group.

    Proposals to support landlords.

    Details of proposed staffing structure for case work management.

    3. Knowledg e and p revious exp erience, specif ically:

    Previous experience of sourcing suitable and sustainable accommodation for theclient group from all sectors (private rented, social etc.).

    An understanding of how the Single Homelessness Project could work inconjunction with, and support the Empty Homes Programme in each of the Partner

    areas. Demonstrable details of previous track record in successfully delivering projects;

    contact details to be provided.

    Demonstrable knowledge of the housing market in each of the Partner areas withdetailed and realistic proposals to develop the Single Homelessness Project ineach area based on that knowledge.

    4. Deta i ls of the w ay in wh ich you propose to manage performance of the

    cont ract

    Evidence of structure, governance and capacity in Pennine Lancashire to deliver therequired long term service retaining the ethos of the project.

    Details of performance management to include the requirements outlined inAppendix 1 to the ITT.

    Details of appropriate policies and procedures to deliver the required long termservice, including staff recruitment, training and management.

    Details of whether, and how, the Tenderer would propose to subcontract, or workwith existing service providers.

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    5.2 The Council will consider the Tenderers submission of their Method Statementsdetailing how they would approach the Project and set up the necessary mechanismto ensure the delivery of the contract, for the purpose of the above evaluation.

    5.3 In addition to these factors the Council must take into account risk assessment,environmental considerations and any Statement of Non-compliance.

    6. Pricing

    6.1 Tenderers must complete the Pricing Schedule set out in Schedule 1 to provide all ofthe obligations under the Contract.

    6.2 All prices shall be stated in pounds sterling and exclusive of VAT.

    6.3 Tenderers must also indicate all other costs that will be associated with the contract

    e.g. rates, expenses etc. No claim for additional payment will be considered for itemsthat have not been specified.

    6.4 Costs for each of the three elements of the contract should be separately identified.

    7. Corporate Requirements

    The Partnership councils have a statutory requirement to ensure compliance with anumber of corporate considerations when providing their services. The Partnershipcouncils are delivering its services when a contractor is delivering services on behalf

    of the Partnership councils. It is therefore incumbent upon the Partnership councilsto ensure that these statutory requirements are carried out by any contractor that isworking for the Partnership councils. Consequently, the Partnership is looking for acommitment within Tenders to assisting the Partnership councils in following theirduties. The Partnership does not consider that these requirements will be onerousand so pricing should not be affected in complying with any of these obligations but ifa Tenderer believes there is a pricing impact, the impact of complying with theseobligations should be clearly identified in their Pricing Schedule.

    8. Equality and Diversity

    8.1 The Partnership councils are committed to:Providing services in a way that promotes equality of opportunity at every possibilityIt is expected that the successful Tenderer will be equally committed to equality anddiversity in its employment practices and service provision, and will ensurecompliance with all anti-discrimination legislation.

    8.2 Expectation of the Tenderer:Tenderers should note that the successful Tenderer will be asked to contract with theCouncil on behalf of the Partnership to ensure that they adhere to these obligations.The Council will, if appropriate, monitor the successful Tenderers compliancethroughout the Contract Period.

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    8.3 Compliance with Equality Legislation:The Partnership requires service providers to demonstrate that they comply withequality in employment legislation. The levels of compliance become moredemanding depending on the number of employees employed by the organisation.

    Organisations employing less than 5 employees face minimum requirements, whilstorganisations employing 50 or more employees need to meet more comprehensivecriteria. During the Contract Period the Partnership may work with contractors, whoat present do not fully comply, to help them put in place policies and practices to doso.

    LEVEL 1 (LESS THAN 5 EMPLOYEES)

    Organisations with fewer than 5 directly employed persons will be expected to meetthe appropriate level of compliance for the delivery of the Contract. Shouldrecruitment increase the size of the organisation to 5 or more employees theorganisation will be expected to meet the appropriate level of compliance.

    LEVEL 2 (5 TO 49 EMPLOYEES)

    All organisations with between 5 and 49 employees must achieve criteria 14 listedbelow.

    1. All organisations must have an equality policy in respect of race, gender,disability, age, sexual orientation and religion/belief that covers at least:(a) Recruitment, selection, training, promotion, discipline, grievance and

    dismissal.

    (b) Discrimination, harassment, and victimisation, making it clear that theseare disciplinary offences within the firm.

    (c) Identification of the senior position with responsibility for the policy andits effective implementation.

    (d) How you communicate the policy to your employees.

    2. Effective implementation of the policy in the organisations recruitmentpractices, to include open recruitment methods such as the use of job centres,careers service or press advertisements.

    3. The policy should either be reviewed to reflect changes in legislation or withina three-year period whichever occurs first.

    4. To monitor the gender, disability and ethnicity of job applicants. We wouldalso encourage organisations to monitor in respect of age, sexual orientationand religion/belief.

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    LEVEL 3 (50 OR MORE EMPLOYEES)

    All organisations with 50 or more employees must achieve criteria 1-4 in level 2 andthe additional criteria 5-10 listed below:

    5. Provide written instructions to managers and supervisors on equality in

    recruitment, selection, training, promotion, discipline, grievance and dismissalof employees.

    6. Provide equality training for managers and any employees responsible forrecruitment and selection.

    7. In addition to criterion 4 (Level 2) carry out monitoring on the number ofemployees from different gender, disability and ethnic groups by grade when:

    (a) in post.

    (b) applying for posts.

    taking up training and development opportunities promoted

    transferred

    disciplined and dismissed

    a grievance is raised

    leaving employment

    8. The Partnership would also encourage organisations to monitor in respect ofage, sexual orientation and religion/belief.

    9. If the above monitoring reveals inequalities, organisations will be expected totake steps to address imbalances.

    10. In respect of 7 and 8, annual monitoring and reporting is required regardingequality issues within the workforce.

    Organisations recruitment advertisements and publicity literature should state thatequal opportunities practices are in place.

    9. CLARIFICATION MEETINGS, SITE VISITS AND INTERVIEWS

    9.1 The Council reserves the right to hold clarification meetings, site visits and/orinterviews as it considers appropriate both before and after Tender submission.

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    10. FREEDOM OF INFORMATION ACT AND ENVIRONMENTAL INFORMATIONSTATEMENT

    10.1 The Partnership and Rossendale Borough Council are subject to The Freedom ofInformation Act 2000(Act) and The Environmental Information Regulations 2004

    (EIR). As part of the Partnership and Rossendale Borough Councils obligationsunder the Act or EIR, it may be required to disclose information concerning theprocurement process or the Contract to anyone who makes a reasonable request.

    10.2 If Tenderers consider that any of the information provided in their Tender iscommercially sensitive (meaning it could reasonably cause prejudice to theorganisation if disclosed to a third party) then it should be clearly marked as "Not fordisclosure to third partiestogether with valid reasons in support of the informationbeing exempt from disclosure under the Act and the EIR.

    10.3 The Partnership and Council will endeavour to consult with Tenderers and have

    regard to comments and any objections before it releases any information to a thirdparty under the Act or the EIR. However the Partnership and Council shall beentitled to determine in its absolute discretion whether any information is exemptfrom the Act and/or the EIR, or is to be disclosed in response to a request ofinformation. The Partnership and procuring Council must make its decision ondisclosure in accordance with the provisions of the Act or the EIR and can onlywithhold information if it is covered by an exemption from disclosure under the Act orthe EIR.

    10.4 The Partnership and Rossendale Borough Council will not be held liable for any lossor prejudice caused by the disclosure of information that:

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

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

    in cases where there is no absolute statutory duty to withhold information, thennotwithstanding the previous clauses, in circumstances where it is in the publicinterest to disclose any such information.

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    ITT SCHEDULE 1

    SPECIFICATIONFOR A HOUSING SERVICE FOR SINGLE, NON PRIORITYHOMELESS PEOPLE ACROSS PENNINE LANCASHIRE

    1. Introduction

    Rossendale Borough Council, on behalf of five other partner authorities, are askingfor Invitations to Tender from suitably qualified and experienced organisations toestablish a high quality self-sustaining accommodation project for single homelesspeople across six authorities in Pennine Lancashire.

    The project is externally funded for up to 24 months (dependent on the Tendererscost model), but Tenderers are expected to explain how they could create a

    sustainable model for this project beyond the funding period.

    2. Background

    In 2012, 20 million funding was made available nationally by the DCLG to betargeted for services for single homeless people and intended to mitigate the impactof a series of welfare reform measures, including the extension of the single roomrent to those aged 25 to 35 years of age.

    Single homeless people are often more at risk of rough sleeping because in themajority of cases, they do not meet the legal criteria for statutory duties.

    The DCLG selected lead authorities to act as coordinators within specific regionsand the programme is to fund the same measures across Lancashire to be procuredand delivered on a cluster basis.

    In the Pennine Lancashire cluster we have determined that the CLG funding will beused to pump prime a self-sustaining project which will include all three elements accommodation finding, house share and tenancy training on a longer term basisbeyond the original contract period.

    3. Location

    This tender is for the Pennine Lancashire cluster which includes the six boroughareas of Rossendale, Pendle, Hyndburn, Blackburn with Darwen, Burnley and RibbleValley.

    4. Client Group

    The tender is for services to customers who are 18 years or over, who are single,

    and who are not owed any statutory rehousing duties by the local authority.

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    5. Tender Specification

    5.1 General Principles

    The tender is to establish a self-sustaining accommodation project across the sixboroughs in Pennine Lancashire for single homeless people which will include threeelements:

    accommodation service;

    house share service; and

    tenancy trainingboth pre and during occupation.

    It is proposed that the main focus of the project will focus on the provision ofaccommodation (approximately 75% of the service provided), with approximately12.5% of the service focussed on house share and a similar percentage on tenancytraining.

    These figures are guidelines and ongoing contract management will enable them tobe adjusted by the Steering Group to meet local needs as necessary.

    The Tenderer will be expected to show in their submission how they intend tomake the scheme sustainable.

    Whilst we are open to innovative delivery models to meet the requirements ofthe tender, we anticipate that the delivery model will be in the form of a sociallettings scheme, or a similar non for profit social enterprise model, in that the

    contractor is intended to generate income from this service and to be thelandlord or managing agent of the properties in most (although not necessarilyall) circumstances. A full breakdown of how it is proposed that this will work,including structure and Governance, will be required from all Tenderers anddetails of the evaluation criteria are given in Section 4.

    The Tenderer needs to detail all costs for their delivery model, includingstaffing, number of units proposed in each of the three elements, and incomeassumptions and detail how these lead to the model becoming self-sustainingand how they will ensure that the social objectives of the scheme aremaintained beyond the contract period by means of a non for profit

    organisation etc.

    It is anticipated that funding will be released on a phased basis, to be agreed withthe Tenderer, according to a planned programme of development across all of thesix areas. Tenderers are asked to include details of their proposed programmefor starting and developing all three elements of the service across all sixareas in accordance with the performance criteria specified in Appendix 1.

    The successful Contractor will have experience in delivering similar services tosingle people who may be at risk of homelessness or who are in housing need andstruggling to access accommodation. Details of previous experience should beincluded in the tender submission.

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    Given the potential nature of the client group, the contractor will be expected toprovide within the contract, a more intensive level of support, with the aim of longterm tenancy sustainment. Such support is to include, but not exclusively, assistancewith claiming housing benefit, assistance with managing a tenancy encompassing

    a whole range or personalised support needs - and liaison with the landlordregarding repairs and any issues relating to the tenancy) to both the tenantand thelandlord in order to sustain the tenancy. In addition to providing tenancy supportdirectly, the contractor will also be expected to refer tenants to other specialistsupport agencies (including for example Floating Support, Mental Health, CAB) asappropriate based on an assessment of individual needs, and to coordinate this in aclients support plan.

    The Tenderer should include details of how they intend to assess the need for,and the provision of personalised support in the tender submission, based onan assessment such as the Outcomes Star http://homeless.org.uk/outcomes-starand how they would liaise with each partner agencies in this respect as required byeach authority.

    Clients will often require a level of training, advice or support before they are deemedto be tenancy-ready. For some clients, help to become tenancy-ready is sufficientsupport for them to go out and secure their own tenancy. Once in a tenancy, traininghelps the client to understand what being a responsible tenant means, so avoidingsome of the pitfalls that could lead to a tenancy being brought to an end. For thisreason we are asking the contractor to provide both pre and on-going training whichwill form part of a housing passport to be available for the tenant to use to

    demonstrate training and successful sustainment. For more information, please seeSection 5.3.3

    Another important feature of the Project is the links to meaningful activity, includingtraining, education or volunteering opportunities for the tenants. It is anticipated thatthe Accommodation Project will have contributed substantially to an individualbecoming sufficiently settled to allow meaningful activity to take place. The Partnersare therefore interested in how the Tenderers would contribute to this aim.

    All accommodation made available under this scheme (single occupancy andshared) must be affordable to tenants.

    Similarly, all properties made available under this scheme must, as a minimum, befree of all category one hazards under the Housing Health and Safety Rating System(HHSRS), and the Tenderer must agree with each partner local authority aprocess for the approval and or inspection of individual properties.

    Ideally properties should be spread throughout all districts and property location is tobe agreed with each partner authority with the particular focus on bringing emptyproperties back into use

    http://homeless.org.uk/outcomes-starhttp://homeless.org.uk/outcomes-starhttp://homeless.org.uk/outcomes-star
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    Contract and performance management will be carried out by Rossendale BoroughCouncil as the lead authority, and there will also be a Steering Group consisting ofrepresentatives from all six local authorities. Performance information will also be fedback to the Lancashire Single Homelessness Group.

    Tenderers are asked to explain in their submissions how they would meet allthree elements of the tender specification, the assumptions underpinning theirsubmission, together with costs for each of the three separate elements.

    It is expected that the contractor will have a local presence in the PennineLancashire area and will be easily accessible to each local authority for ease ofreferrals, contract monitoring and engagement with all of the local authorities and theSteering Group. Tenders must show in their submission how this will beachieved.

    Funding available over approximately 24 months is subject to satisfactoryperformance as agreed by Rossendale Borough Council and the Pennine

    Lancashire Steering Group.

    5.2 Project Requirements (across all three elements of the Service)

    5.2.1 General Requirements

    All three services within the project are targeted at those customers who are singleand not owed any statutory duties by the local authority (commonly referred to assingle non priority persons). As the clients may have very different needcharacteristics, varying from young people 18 years moving from supportedaccommodation, to rough sleepers Services provided should be tailored to individualneeds and enable accommodation to be found and maintained on at least a sixmonth basis, preferably longer.

    Within these overall principles in terms of the client group, the primary focus of theProject in each of the six Partner districts will need to be discussed with each localauthority.

    Whilst a holistic approach to the long term accommodation needs of this client groupis the main focus of the project, early intervention and prevention services to preventrough sleeping are key principles. Early intervention to tackle and prevent roughsleeping has been found to produce better outcomes for the individual and is morecost effective for statutory and voluntary agencies.

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    These clients tend to be those to whom accessing accommodation can bechallenging, because of issues around credit checks and debts, former tenancyissues, exoffending, anti-social behaviour and so forth. Assisting these customersto find, and maintain accommodation requires dedicated and ongoing resources asthere can be a series of barriers to overcome in order to secure, and sustain

    accommodation.

    The project will provide the dedicated capacity, with fully trained staff who willmanage a caseload of customers and using advocacy and multi-agency approach,will pull together the necessary information to engage landlords (primarily privatealthough also RSLs) to enable the offer, securing and sustainment ofaccommodation.

    It is expected that the successful contractor will have an office base in Pennine

    Lancashire in order to be responsive to local needs.

    By providing a response to rough sleeping, together with access to housing andsupport early intervention and prevention services to stop this client group enteringthe streets in the first place, the project will contribute to the national prevention ofhomelessness strategy, and in particular the commitment to end rough sleeping andLancashires No Second Night Out Protocol.

    It is expected that the service will operate during office hours Monday to Friday

    although the service will need to be flexible to meet the needs or either a tenant orlandlord. Tenderers should show how they would provide an out of hoursservice within the costs of the tender.

    The Project and all services must complement and coordinate with partner authorityhomelessness services for this client group in each district.

    It is envisaged the project will link with the existing pre- tenancy training which iscurrently operating in individual districts where appropriate.

    It is also anticipated that the Contractor will work proactively with the partnerauthorities in order to bring empty properties back into use. Details of how this willbe achieved needs to be included in the tender submissions.

    Access to the services is by mandatory referral from each of the partner authoritiesand nominated agencies only (to be agreed within each of the partner areas). Thereis to be no self-referral to the service as this could result in duplication and confusionfor the client.

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    The services will comprise of advice, either by telephone, face to face or both, withreferred clients being assessed and accommodation and support needs identified bythe contractor in liaison with Housing Options Teams. The contractor will thenmanage the case and endeavour to identify a solution, which in the majority of caseswill be to enable housing from the Projects managed housing stock. Occasionally,

    following an assessment and detailed consideration and dialogue with otherpartners, including Housing Options Teams, solutions such as supportedaccommodation or social rented accommodation may be appropriate.

    Ongoing support of the tenancy by the contractor as required for its long termsustainment is a key expectation. In recognition of the higher needs of some of thisclient group, the Contractor will be expected to provide direct and ongoingpersonalised support where necessary, and in liaison with Supporting PeopleFloating Support contracts for lower level needs.

    Eligibility for the Services

    To be eligible for the service, the following criteria will apply:

    Access to the service will be by referral only by Housing Options Officers fromeach respective Partner Authority (or agreed nominating agencies). Customerswill be aged 18 years or over and will be eligible for housing assistance in the UK.

    Customers will be single and will not have full parental responsibility for anydependants (that is, staying access for any dependants will be less than 50% ofthe time).

    Customers will have a local connection to one of the districts within the PennineLancashire cluster.

    Any accommodation which is secured must be secured within the district to whichthe customer has a local connection, unless there are exceptional circumstancesand these are agreed with the client and the authority areas.

    A local connection may include family, employment, training, residence, or timeserving in the in armed forces. Customers without a local connection but withexceptional circumstances such as fleeing domestic abuse, violence, leaving careor subject to MAPPA provisions may also access the service. Full details will berecorded and provided as part of the monitoring.

    Marketing, Branding & PublicityAll information supplied by the contractor must incorporate the logos of therespective Councils specified in the contract, in the agreed format. The contractormay choose to brand the services and arrange for a suitable design of the brandlogo, however this must be agreed with Rossendale Borough Council before it isfinalised and published.

    The contractor is expected to make use of a variety of marketing media in order topromote the services available to landlords, including but not exclusive to pressreleases, local newspaper articles, attendance at local events, presentations atagency meetings.

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    The contractor is also required to create and provide promotional material includingposters, leaflets, and credit card size materials.

    The contractor will be required to deliver a number of presentations upon demand toa variety of groups of stakeholders and forums including local elected members,

    practitioners and private landlords.

    Information Sharing and Performance Monitoring InformationAll customers will be requested to sign a consent agreement for their information tobe shared with the partner local authority and with appropriate providers.Customerinformation will not be used for purposes other than that specified within the contract.

    The contractor is required to maintain a database or equivalent electronic record ofthe service user profile (demographic characteristics, personal histories, health,housing and economic status at point of entry) of those seeking accommodation andalso basic details of landlords providing properties. This information is not required to

    be accessible remotely by the local authorities; however upon expiry of the contract,an electronic copy of the information must be provided to Rossendale BC.

    The contractor is required to collect and store the following customer information for

    all three elements of the Project:

    Names/address/postcode/DOB/telephone/email/occupation/local connection/referral type/circumstances/source of income.

    Support needs assessment.

    Ethnicity of the customer and to record and collate this separately andanonymously.

    All customers are to be requested to complete an equality monitoring form.

    Housing history and reason for being homeless.

    All information must be stored correctly, with analysis produced on a quarterlybasis.

    Data should include the following to enable long term analysis and development ofthe project:

    Background and Support Needs Age

    18-24

    25-34 35-49 50+

    In statutory care as a child at some time

    No educational / vocational qualifications

    Unemployed > 10 years

    Current homeless

    Homeless more than once

    Literacy difficulties

    Mental health problems

    Alcohol problems

    Drug Misuse

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    Information recorded about private landlords must include:

    Name/home address/DOB/ property address/ details of any landlord licencesheld /telephone/email.

    The Contractor is required to provide case studies from each element of the Projectand to work with Rossendale Borough Council and the Pennine Lancashire SteeringGroup to review the effectiveness of the Project.

    Good PracticeThere is a requirement for the Contractor to have regard to and using reasonableendeavours, to meet the specified key principles of a good private rented accessscheme as set out by CRISISin publications such as:

    Local Lettings Agencies :A Good Practice Guide,

    Key Principles for PRS Access Schemes , Sharing in the Private Rented Sector: Issues and Emerging Solutions,

    http://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdf

    http://www.crisis.org.uk/pages/crisis-private-renting.html

    5.3 Specific Requirements for each Service Element

    5.3.1 Accommodation Service

    Approximately 75% of the Service should be for the provision of, and ongoingpersonalised support for single homeless people who are looking to secure andmaintain accommodation, to include accommodation finding and practical homefinding help and advice, together with ongoing support and landlord liaison, for thesuccessful running of the tenancy; ongoing support to include signposting tospecialist services and one to one advice and support sessions, including debt andbenefits advice

    The accommodation service will include the following elements:

    Securing accommodationin the form of leasing, management, from the PRS or

    the social sector, to be made available to this client group. Professional lettings and management services to landlords including advice and

    support.

    Smaller units of accommodation would be particularly appropriate given the clientgroup and LHA regulations which restrict housing benefit to the shared room ratefor under 35s.

    Smaller HMO properties, including suitable management arrangements, may alsobe appropriate, but would have to meet the requirements of the local authority inwhich the property is located.

    Ideally there should be a spread of properties available, rather than a cluster inany one area.

    http://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/pages/crisis-private-renting.htmlhttp://www.crisis.org.uk/pages/crisis-private-renting.htmlhttp://www.crisis.org.uk/pages/crisis-private-renting.htmlhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdfhttp://www.crisis.org.uk/data/files/publications/A%20Roof%20Over%20My%20Head%20Sustain%20Final%20Report%202014.pdf
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    The local authority should be consulted over the suitability of any propertychosen.

    Some partner authorities may wish to inspect properties prior to usage. This, andappropriate property standards must be agreed with each local authority prior tocommencement of the project.

    As a minimum the successful contractor must ensure that all properties meetdecent homes standard prior to being used in the scheme and that all propertiesmade available under this scheme must, as a minimum, be free of all categoryone hazards under the Housing Health and Safety Rating System (HHSRS).

    All accommodation must be affordable to clients from the outset of the tenancy.

    Practical help for customers to find accommodation, to apply for it, secure it andsustain it.

    Assistance with housing benefit claims and income maximisation.

    Sign post to other services in accordance with the personal assessment.

    Practical help and advice for people to find a home and run their tenancy

    successfully. The project will provide support through training workshopsempowering clients in home finding, financial literacy including incomemaximisation, budgeting, better off calculations; basic bank accounts; creditunion services; rights and responsibilities of landlords and tenants; and whereand how to seek help. The service will also provide one to one advice andsupport sessions, including debt and benefits advice.

    Provision of rental bonds (enhanced where necessary) to include the promise topay and cash bonds, with the addition of support for landlords to facilitate asustainable tenancy.

    Advocacy on behalf of tenants in order to secure accommodation and also duringthe course of a tenancy.

    Provision of a matching service involving retaining information about tenants andlandlords, and facilitating a match where appropriate and within confines of dataprotection regulations. See Section 5.3.2 for further information.

    Provision of help and advice for both tenantsand landlordsduring the courseof a tenancy to help resolve issues and reach mutually agreeable solutions, forexample regarding repairs, minor tenancy breaches etc. This may be out ofnormal working hours.

    Assessment of needs and the sign posting to local specialist services in additionto intensive housing management as required.

    The provision and management of furniture packages in some instances whereclients do not have the items essential to day-to-day living, such as kitchenequipment and bedding.

    Management of the bond portfolio including monitoring the progress of tenancieswhere there are live bonds, mitigating risk of any claims against the bond.

    Handling any claims made against a bond.

    5.3.2 House Share

    It is anticipated that approximately 12.5% of the Service will be allocated to thefinding of suitable properties for house share, matching tenants and providing asignificant degree of ongoing housing management in order to sustain the tenancies.

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    This percentage may change during the contract period to reflect performance andchanging needs in Pennine Lancashire.

    The principal aim is to provide shared housing for primarily single people under theage of 35 seeking accommodation or is at risk of losing their existing

    accommodation.

    The Tenderer should clearly show detailed costs for this element of the Projectseparately, and the costs should include, inter alia, additional security toensure each person has an independent bedroom, and all voids andmanagement costs.

    The contractor will act as landlord taking referrals from the six local authoritiesinvolved, (or agreed agencies) and dealing with all housing management issues; thishousing management function is likely to be more intensive than general needshousing.

    Allocation of places within a shared property will be made in consultation with therespective local authority, where the nomination was received from a local authority.

    Each local authority will be given priority for any vacancies within its own boundariesand nominees must have a local connection to the borough to which the property islocated, although this can be discussed and agreed with each Partner authority.

    The contractor will be expected to find suitable properties, match tenants, managethe accommodation and liaise and cooperate with the local authorities housingoptions teams and report to Rossendale Borough Council on a periodic basis inaccordance with Appendix 1.

    In addition to the all of general requirements set out in Section 5.2 above, thefollowing specific requirements apply to house matching:

    Properties should ideally have two or three bedrooms, with a shared sitting room,bathroom and kitchen, although small HMO properties would be considered(subject to the specific approval of the individual local authority).

    Shared housing is primarily aimed at single people below the age of 35 years.

    Tenants will be given appropriate flexible tenancies to ensure the properties canbe flexibly managed.

    The local authority will be consulted over the suitability of any property chosenand may inspect the property.

    The contractor will match tenants that are suitable to share a property from localauthority referrals and liaise with the local authority before offering housing to anynominees.

    Tenants should be managed in a way that is conducive to enabling tenancies tobe sustained in difficult to manage properties, and will adhere to the tenancymanagement policy which will include an example tenancy agreement.

    Every effort should be made to ensure that tenancies are sustained, however if atenant wishes to leave, or the tenancy is no longer sustainable, advice and

    assistance should be given to find at the earliest opportunity along withcontacting the relevant local authority.

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    In some circumstances, floating, re-settlement/outreach support should arrangewith an existing support provider if there is a housing related support need. Otheragencies should be engaged as and when appropriate.

    5.3.3 Tenancy Training

    This element of the tender is for the provision of tenancy training ( both pre tenancyand ongoing), for single people who are looking to secure accommodation, andhave an identified need to improve their understanding of housing related issues,and also to improve their prospects of being provided with accommodation, orretaining an existing tenancy or licence.

    Approximately 12.5% of the Project should be for the provision of training, advice orsupport for clients to be deemed to be tenancy-ready. For some clients, help tobecome tenancy-ready is sufficient support for them to go out and secure their own

    tenancy.

    Once in a tenancy, training is to help understand what being a responsible tenantmeans, so avoiding some of the pitfalls that could lead to a tenancy being brought toan end.

    Tenancy-readiness is effective prevention work and ispart of the practical help andadvice for people to find a home and run their tenancy of it successfully, the serviceshould provide support through training workshops empowering clients in homefinding, financial literacy including income maximisation, budgeting, better offcalculations; basic bank accounts; credit union services; rights and responsibilities of

    landlords and tenants; and where and how to seek help.

    The training will be comprehensive and therefore may be delivered over a number ofsessions, with every delegate completing all modules or sections.

    The contractor should explain in the Tender submission plans to link withexisting pre tenancy training schemes.

    The contractor will be required to devise a programme which will incorporate, but isnot restricted to, all of the following core elements:

    (a) Finding accommodation

    What the basic housing options are (private rented sector, social housing,lodging, house shares, supported accommodation).

    How to choose what is the best housing for individual needs includingaffordability, eligibility and local connection.

    How to make applications for accommodation and what information is usuallyrequired.

    Finding properties using choice based lettings systems and on the openmarket, including the use of information technology.

    Approaching and meeting the landlord.

    What happens when viewing a property when securing a property to rent and

    what to look for and expect.

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    (b) Finance

    Managing a household budget, including utilities and essential expenditureinformation on managing debt.

    Setting up a bank account and direct debits.

    Local Housing Allowance (LHA) and paying the rent.

    Organising and managing utilities. Fuel poverty/energy efficiency.

    Other forms of financial support, e.g. Care and Urgent Need Support scheme,crisis and budgeting loans.

    Welfare benefits and income maximisation, including undertaking a financialcapability assessment or health check of finances.

    (c)Managing your tenancy

    Furnishing your property.

    Basic D-I-Y such as how to change light-bulbs, bleed radiators etc.

    Basic cooking on a budget. Responsibilities as a tenant or licensee and what is expected.

    The benefits of being a good tenant and long term repercussions of breachinga tenancy or licence.

    Understanding what can happen if you breach your licence or tenancyagreement.

    How and when to seek help and advice including approaching the landlord.

    The pre-tenancy training will primarily take the form of group workshops althoughthere may be exceptional circumstances where additional one to one training isnecessary and permissible.

    The appointed provider will be expected to develop a training offer to accommodatethe needs of all the customers referred by the client, including those whose firstlanguage is not English.

    Course materials are to be provided to all delegates attending the training courses,including written handbooks which delegates can take away with them which arewritten in plain English. The contractor will also make provision to ensure that wherea customer requires the materials to be provided in an alternative language or formatthat this is made available.

    Satisfactory completion of the course will be determined by the trainer based on theirassessment of the delegates attendance, engagement and understanding of thematerial.

    The Contractor is not expected to require any formal test or examination of thedelegates in order to pass the course

    The Contractor will inform all delegates of the outcome of their training and willprovide written confirmation of this both to the delegates and also to the client.

    Written proof of completion of the course will be provided to all delegates to providea form of housing passport for future landlords.

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    It is solely the responsibility of the Contractor to provide the course materials and toidentify and fund suitable venues and associated refreshments. All venues must beDDA compliant and be accessible via public transport.

    5.4 Managing Performance

    The supervision of the contract will be the responsibility of Rossendale BoroughCouncil.

    Further details of contract and performance monitoring requirements are outlined inAppendix 1.

    The Contractor is required to devise a mechanism to collect customer satisfactionfeedback from all customers and landlords regarding overall satisfaction and areaswhere services could be improved.

    The Contractor agrees to meet with Rossendale Borough Councils representativeson a regular basis in order to review the contract and address any issues.

    Written reports shall be submitted to them and/or such other Members or Officers ofthe Council or Steering Group as they may determine necessary.

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    APPENDIX 1Targets and Outputs

    The Contractor will require the recording and reporting of a suite of outputs, some of whichwill be performance measures and therefore will provide a barometer of how successfully

    the contract is being delivered. These are to be provided to Rossendale Borough Council inthe first instance.

    The Contractor is required to provide case studies from each element of the Project and towork with Rossendale Borough Council and the Pennine Lancashire Steering Group toreview the effectiveness of the Project.

    In addition to the specific outputs for each of the three elements listed in Appendix 1, weare looking for the Contractor to use a similar tool as the St Mungo's Outcomes Star tomeasure all clients progress towards achieving the hard outcomes across all threeelements http://www.outcomesstar.org.uk/.Details of the proposed assessment willneed to be given in the tender documents.

    The targets and suite of output measures may be changed and developed throughout the

    contract period.

    Accommodation Service Targets

    Target Year One Year Two

    Number of new property and support packages

    taken and completed, resulting in a successful

    tenancy being commenced.

    20Rossendale

    20Burnley

    20Hyndburn

    20 - Blackburn

    20- Pendle

    8 Ribble Valley

    20 Rossendale

    20Burnley

    20Hyndburn

    20 - Blackburn

    20- Pendle

    8 Ribble Valley

    Number of bond claims Less than 10% Less than 10%

    Customer satisfaction More than 80% More than 80%

    http://www.mungos.org/documents/197.undefinedhttp://www.mungos.org/documents/197.undefinedhttp://www.outcomesstar.org.uk/http://www.outcomesstar.org.uk/http://www.outcomesstar.org.uk/http://www.mungos.org/documents/197.undefined
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    Accommodation Service Output Performance Measures

    The outputs to be provided at the end of each quarter are as follows:

    Accommodation Service Performance Measures

    Output Output Year 1 Output Year 2

    1 Number of new enhanced bond & supportpackages taken and completed, resultingin a successful tenancy being commenced.

    For each district:RossendaleBurnleyHyndburnBlackburnPendleRibble Valley

    For each district:RossendaleBurnleyHyndburnBlackburnPendleRibble Valley

    2 Number of cash bonds issued As above As above

    3 Number of promise to pay bonds issued As above As above

    4 Number of referrals accepted and adviceprovided

    As above As above

    5 Number of tenants successfully matchedfor house share (regardless if

    accommodation arranged by thecontractor)

    As above As above

    6 Number of new properties accessed forsingle people (house shares to count asone) and resulting in a tenancy start, as adirect result of intervention.(specify numbers leased, private rent orsocial housing)

    As above As above

    7 Number of preventions & reliefs recorded As above As above

    8 % rate of bond claims As above As above

    9 % customer satisfaction As above As above

    10 % new tenancies sustained for 6 monthsor moreSingle household tenancies

    As above As above

    11 % new tenancies sustained for 6 monthsor moreShared households tenancies

    As above As above

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    12 Total number of rent bond claims(cumulative from contract start to date)

    As above As above

    13 Total value in of rent bond claims(cumulative from contract start to date)

    As above As above

    14 Number of clients currently case worked

    (excluding those still in accommodationbeyond the assigned period, clients helpingfor a second time, or those who have notyet found accommodation)

    As above As above

    15 Percentage of current clients who havemade formal arrangements to pay the rent

    As above As above

    16 Those clients referred but not yet housed As above As above

    17 Number of new properties sourced fromleasing (L), private sector (PRS) and socialsector (SR).

    As above As above

    Number of properties where schemeintervention has led to an improvement inthe property standard

    As above As above

    18 Number of individuals receiving tenancytraining whilst in occupation and receivedhousing passport etc.

    As above As above

    Number of new tenancies set up with afurniture package

    As above As above

    19 Previous housing circumstances of newclients

    At risk

    Rough sleeping

    Hostel

    B&B

    As above As above

    20Number of new clients with

    Low level support needs

    Med level support needs

    High level support needs

    People with a history of offending

    As above As above

    21 Number of tenancies coming to an end inthe quarter

    As above As above

    22 Number of tenancies where the initialtenancy term has come to an end in the

    last quarter, and the tenancy has beenrenewed

    As above As above

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    House Share Performance Measures

    The main objective of this measure is to establish successful house shares in the sixpartner districts within the contract period, with a view to providing further house shares inthe future. The intention of the performance information is to allow a test of the marketdemand for this housing option and also enable the partner Councils to evaluate the risks,cost benefit and overall feasibility of supporting house share as a housing option longterm.

    In addition to the customer information listed in the section above, the contractor will berequired to retain, collate and analyse performance data and on a quarterly basis, and atany other times as and when required, to supply the following to Rossendale BoroughCouncil:-

    Customer Data (in addition to Section 5.2.1 above)

    1) The name, current address, DOB, economic status, gender and referrer andoutcome of every nomination.

    2) The housing status of the nominee upon referral and previous address.

    3) The DoB, gender and economic status of all tenants by local authority.4) Where possible the contractor will provide details of where the customer has moved

    on to.5) The contractor is required to devise a mechanism to collect equality and diversity

    information regarding all nominees and tenants.6) The contractor is required to devise a mechanism to collect customer feedback from

    all tenants regarding feedback about the service, overall satisfaction and areaswhere the service could be improved.

    23 Number of tenancies where the tenancyhas not been renewed but it has endedpositively

    As above As above

    24 Reason for tenancy failure

    Rent arrears

    ASB Other

    As above As above

    25 Meaningful Activity: Numbers per quarternewly

    Entering into part or full timeemployment

    Beginning training courses

    Studying for qualifications

    Taking up volunteering opportunities

    As above As above

    26 Number of staff employed at end of the

    quarter

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    House Share Targets

    The contractor will be required to deliver tenancies for no less than 36 individuals.

    The contractor will be required to provide at least threehouse shares in each of the six

    districts (using reasonable endeavours). If one of the six councils involved declines theopportunity to use the service then an additional house shares will be provided in the otherdistricts, and so on, with the minimum number of shared houses provided being eighteen.

    House Share Output Performance Measures

    At no later than 2 months before the contract end, the contractor will work with the PennineLancashire Steering Group to produce a report regarding the feasibility of house shares inthe long term in the six district areas.

    Output Performance Measures Year One Year Two

    The number of house share vacancies successfully

    filled within two months of a vacancy arising.

    For each district:RossendaleBurnleyHyndburnBlackburnPendleRibble Valley

    For each district:RossendaleBurnleyHyndburnBlackburnPendleRibble Valley

    The current number and length of all current

    tenancies by local authority.

    As above As above

    The length of all tenancies ending in the quarter

    and reason and local authority.

    As above As above

    The percentage of house shares where there is no

    claim for rent arrears or damage.

    As above As above

    Number and percentage of house shares sustained

    for a period of 6 months or over with all original

    tenants.

    As above As above

    Number and percentage of house shares sustained

    for a period of 6 months or over with at least two of

    the original tenants.

    As above As above

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    Tenancy Training Performance Measures

    The objective of this element of the contract is to equip people to access housing, toimprove their chances of being made an offer of a property and also to improve thelikelihood of the tenancy being sustained and to provide evidence of successful tenancy

    management. The contractor therefore will have an obligation using reasonable endeavoursto remain in touch with the delegates who have successfully completed the training in orderto monitor their pathway into accommodation.

    In addition to the customer data specified above, the contractor will be required to retain,collate and analyse performance data and on a quarterly basis to supply the following:

    1. The name, address, DOB and referrer of every delegate.2. The status of the delegate upon referral.3. The % of delegates not in employment.

    The contractor is required to devise a mechanism to collect equality and diversityinformation regarding the delegates they provide training to and to provide a quarterlysummary of this data.

    The contractor is required to devise a mechanism to collect delegate feedback from alldelegates regarding feedback about the course, overall satisfaction and areas where thecourse could be improved.

    4. The number of courses delivered in the quarter.5. The number of courses attended by delegates.6. The % of course successfully completed by delegates.7. The number of tenancies created as a result of attendance at a pre-tenancy training

    course.8. Of the number of delegates successfully completing the training, the % of tenancies

    sustained for 6 months or more (for performance information outside the contractclient details should be passed to the Council with the clients consent for follow upcontact).

    9. The % of delegates who were satisfied overall with the course.

    Performance data will be provided to Rossendale Borough Council quarterly and at anyother times as and when required.

    Provision of materials, venues etc.

    It is solely the responsibility of the contractor to provide the course materials and to identifyand fund suitable venues and associated refreshments. All venues must be DDA compliantand be accessible via public transport.

    The contractor must take reasonable steps to ensure the training is accessible to all

    sections of the community, including those whose first language is not English.

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    Targets

    The contractor will be required to deliver tenancy training to no less 15 delegates per districtper year.

    The contractor will be required to hold at least 2of the courses in each of the six districts, atdistrict level in an accessible venue where service users feel comfortable. This could link toexisting tenancy training courses.

    Output Measures

    Output Performance Measures Year One Year Two

    Number of individuals receiving pre-tenancytraining.

    For each district For each district

    Number of individuals receiving ongoingtenancy training.

    For each district For each district

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    Rossendale Borough Council

    Pennine Lancashire Single Homelessness Tender

    ITT SCHEDULE 2

    PART 1 - CONTRACT PARTICULARS

    PART 2 - STANDARD TERMS AND CONDITIONS SERVICES

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    Rossendale Borough CouncilPennine Lancashire Single Homelessness Tender

    ITT SCHEDULE 3

    FORM OF TENDER

    For the provision of a single homelessness service across Pennine Lancashire(the Contract)

    FORM OF TENDER

    To: Rossendale Borough CouncilCouncil Officers, Futures Park, Newchurch Road, Bacup, OL13 0BB

    For the Attention of: Cathy Lord

    Date: _

    Dear Sir/Madam,

    TENDER FOR THECONTRACT

    I/We the undersigned, hereby tender and offer to provide the Contract as listed

    below which is more particularly referred to in the Invitation to Tender supplied tome/us for the purpose of tendering for the provision of the Contract and upon theterms thereof.

    Attached to this Form of Tender are the following:

    1 My/our response to the issues raised in Section 5 ofthe ITT.

    2 The completed Pricing Schedule.

    3 A signed Certificate of Non Collusive Tendering and non-Canvassing.

    4 Any other documents necessary for return with the Tender

    I/We confirm that the I/we can supply the Contract as specified in the Invitationto Tender at a total cost of [insert figure net of VAT] based on [insert details ofhow Price is calculated].

    I/We confirm that we accept the Contract as issued with the Invitation to Tender.

    I/We undertake in the event of acceptance of our Tender [and any variations to theStandard Terms and Conditions or Special Terms and Conditions agreed by the

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    Council] to execute the Contract (subject to such agreed variations) within 15business days of such acceptance.

    I/We understand that the Council reserves the right to accept or refuse this Tenderwhether it is lower, the same, or higher than any other Tender.

    I/We confirm that the information supplied to you and forming part of this Tenderincluding (for the avoidance of doubt) any information supplied to you as part ofmy/our initial expression of interest in tendering, was true when made and remainstrue and accurate in all respects.

    I/We confirm that this Tender will remain valid for 90 days from the date of this Formof Tender.

    I/We confirm and undertake that if any of such information becomes untrue ormisleading that I/we shall notify you immediately and update such information as

    required.

    I/We confirm that the undersigned are authorised to commit the Tenderer to thecontractual obligations contained in the Invitation to Tender and the Contract.

    Signed byName(s)Position

    for and on behalf of[Tenderer]

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    APPENDIX TO SCHEDULE 3 (FORM OF TENDER)

    [ATTACH PRICING SCHEDULE]

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    Rossendale Borough Council

    ITT SCHEDULE 4

    CERTIFICATE OF NON-COLLUSION AND NON-CANVASSING

    For the provision of a single homelessness service across Pennine Lancashire(the Contract)

    To: Rossendale Borough CouncilCouncil Officers, Futures Park, Newchurch Road, Bacup, OL13 0BB

    Date: _

    For the Attention of: Cathy Lord

    Statement of non-canvassing

    I/we hereby certify that I/we have not canvassed any member, Director, employee,representative or adviser of the Council in connection with the proposed award of theContract by the Council, and that no person employed by me/us or acting on my/ourbehalf, or advising me/us, has done any such act.

    I/we further hereby undertake that I/we will not canvass any member, Director,employee, representative or adviser of the Council in connection with the award ofthe Contract and that no person employed by me/us or acting on my/our behalf, oradvising me/us, will do any such act.

    Statement of non-collusion

    The essence of selective tendering for the Contract is that the Council shall receivebona fide competitive Tenders from all Tenderers.

    In recognition of this principle, I/we certify that this is a bona fide offer, intended to becompetitive and that I/we have not fixed or adjusted the amount of the offer inaccordance with any agreement or arrangement with any other person (except anysub-contractor identified in this offer).

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    I/we also certify that I/we have not done, and undertake that I/we will not do, at anytime any of the following acts:

    a. communicate to a person other than the Council, the amount or approximateamount of my/our proposed offer except where the disclosure in confidence of

    the approximate value of the Tender was essential to obtain insurance premiumquotations required for the preparation of the Tender; or

    b. enter into any agreement or agreements with any other person that they shallrefrain from tendering or as to the amount of any offer submitted by them; or

    c. offer or agree to pay or give or actually pay or give any sum of money,inducement or valuable consideration, directly or indirectly, to any person fordoing or having done or having caused to be done in relation to any other offeror proposed offer, any act or omission.

    I/we agree that the Council may, in its consideration of the offer and in anysubsequent actions, rely upon the statements made in this Certificate.SignedName:PositionFor and on behalf of [Tenderer]

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    Rossendale Borough Council

    Pennine Lancashire Single Homelessness Tender

    ITT SCHEDULE 5

    INTENTION TO TENDER FORM

    PLEASE COMPLETE AND RETURN THIS SHEET ONLY UNDER SEPARATECOVER IMMEDIATELY TO:-

    To: Cathy LordRossendale Borough Council, Futures Park, Newchurch Road, Bacup,OL13 0BBEmail:[email protected]

    Pennine Lancashire Single Homelessness Tender

    1 Please confirm whether you intend to submit a Tender for the Contract

    YES/NO (delete as appropriate)

    1.1 If the answer to question 1 is no, please provide the reason below

    1.2 If the answer to question 1 is yes, please confirm that you have received the

    following:

    mailto:[email protected]:[email protected]:[email protected]:[email protected]
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    Item Received

    Invitation to Tender (ITT)

    ITT Schedule 1

    ITT Schedule 2

    ITT Schedule 3

    ITT Schedule 4

    2 Please provide details of how your organisation became aware of this

    Contract

    3 Please provide details of your organisation

    Name of contact for Tender

    Name of Organisation

    Address

    Please complete and return immediately to Cathy Lord by e-mail to

    [email protected].