http://www.nwda.co.uk/docs/Tender%20Responsonse%20Questionnaire%20(Appendix%20A)

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APPENDIX A

INVITATION TO TENDER TENDER RESPONSE QUESTIONNAIRE Northwest Regional Development Agency Mentor Accreditation NWDA00314 Return Date: 17 February 2010 at 12:00pm (noon)

Date Issued: 4 February 2010

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A

TENDER RESPONSE QUESTIONNAIRE INSTRUCTIONS ON COMPLETION OF QUESTIONNAIRE Within this questionnaire, against each question is an instruction on the expected format of responses. Failure to respond in the required format may lead to disqualification of your tender response. It is therefore important that you follow the specific instructions. All queries regarding the requirements of this questionnaire should be addressed to tender.board@nwda.co.uk The last date for receipt of queries/tender clarification is 10 days before the tender closing date. Tenderers must note: For each question you must be able to meet each of the minimum requirements as set out in the tender specification. In addition, we may require evidence that demonstrates your ability to supply the services required and to the level required. We may also ask you to provide proof that you have supplied such services to other organisations, as part of that evidence, in support of your response. Tenderers must note a mere statement that the requirement can be met will not be sufficient. You must describe the design solution and the procedures/processes you have/propose to have in place to meet the specific requirement. Failure to provide such information may lead to disqualification of the tender. Should you be unable to meet any of the specified requirements then you should clearly state “unable to meet” followed by the reasons why and where possible offer any other suitable alternative proposals. Answers must be as short and concise as possible and address each point as indicated. Additional supporting documentary evidence must only be attached if considered essential to illustrate the points made. Large amounts of lengthy documents may not be considered. ATTACHMENTS Any attachments you propose to include as part of/in support of your response must contain the appropriate question reference number as indicated and enclosed within brackets at the beginning of the attached document’s file name e.g. [23]. Failure to do so may mean the attachment may not be read and therefore may not be taken into consideration as part of your tender response. Unnecessary attachments/brochures will NOT be considered.

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A

A1. FORM OF TENDER Please ensure this Form of Tender is completed carefully and signed before returning as part of your submission. 1.

I/We agree and/or certify that this offer and Contract arising from it shall be bound by the Invitation to Tender Documentation

Yes/No*

2.

I/We agree and/or certify to supply goods/services of the exact quality, sort and price specified in the Pricing Schedule(s) in such quantities and to such extent and at such times and locations as the Agency may direct;

Yes/No*

3.

I/We agree and/or certify that this offer is made in good faith and that we have not fixed or adjusted the amount of the offer by or under or in accordance with any agreement or arrangement with any other person;

Yes/No*

4.

I/We agree and/or certify that we will not communicate to any person other than the person inviting these offers the (or approximate amount of) offer, except where the disclosure, in confidence of the approximate amount of the offer was necessary to obtain quotations required for the preparation of the offer, for insurance purposes or for a contract guarantee bond;

Yes/No*

5.

I/We agree and/or certify that we will not enter in to any arrangement or agreement with any other person that s/he shall refrain from making an offer or as to the amount of any offer to be submitted;

Yes/No*

6.

I/We agree and/or certify that we will not pay give or offer or agree to pay or to give any sum of money or other valuable considerable directly or indirectly to any person for doing or having done or causing or having caused to be done in relation to any offer or proposed offer for the goods/services any act or thing of the sort described in 3, 4, or 5 above.

Yes/No*

7.

I/We acknowledge that if I/we have acted or shall act in contravention of this Form of Tender, the Agency will be entitled to cancel the contract and to recover from ourselves the amount of any loss and expense resulting from such a cancellation.

Yes/No*

8.

I/We agree that this tender and any contract which may result from it shall be based on this Form of Tender, Terms and Conditions, Specification / Brief attached, Pricing Schedule attached, and our response to this invitation to tender (to the extent to which the Agency may determine in accepting the tender).

Yes/No*

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A 9.

I/We agree that any other terms and conditions of contract or any Yes/No* general reservations, which may be printed on any correspondence, issued by us shall not be applicable to any contract resulting from this tender.

10.

I/We agree to carry out all contracts and/or other awards of business in accordance with the Agency’s Standard Terms and Conditions of Contract

Yes/No*

11.

I/We agree that the rates provided shall be held firm for the full duration of the contract period.

Yes/No*

12.

Are you aware of any conflicts of interest between your company and the Agency?

Yes/No*

*Where there is any indication that a conflict of interest exists or may arise, then it shall be the responsibility of the Tenderer to inform the Agency, detailing the conflict in writing as an attachment to this tender. The Agency will be the final arbiter in cases of potential conflicts of interest. Failure to notify the Agency of any potential conflict of interest will invalidate any verbal or written agreement. A Conflict of interest is where a person who is involved in the procurement has or may be perceived to have a personal interest in ensuring that a particular supplier is successful. Actual and potential conflicts of interest must be declared by a person involved in a tender process.

* Please delete one Note In this Form of Tender, the word 'person' includes any person and anybody or association, corporate or unincorporated; 'any agreement or arrangement' includes any transaction, formal or informal and whether legally binding or not. TENDERERS MUST RESPOND TO ALL QUESTIONS IN THIS FORM OF TENDER, OTHERWISE THE TENDER RESPONSE WILL BE CONSIDERED INVALID.

Signed _________________________________________________________ Full Name (print)_________________________________________________ On Behalf of_____________________________________________________ Position in Company______________________________________________ Date___________________________________________________________

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A A2. INSTRUCTION TO TENDER Tenderers must confirm that they have read through the Specification, Pricing Schedule and all other ITT documentation including tender instructions and have satisfied themselves as to the content and meaning of each point. Tenderers must respond in the box below: Please insert your response here:

A3. TERMS AND CONDITIONS OF CONTRACT All goods/services supplied under this contract will be supplied under the Agency’s Standard Terms and Conditions of contract specified within this ITT. No variations to the standard Terms and Conditions will be considered. Tenderers must note that any bids tabling proposed amendments will be rejected by the Agency without further consideration. Tenderers must confirm if they have read the Terms and Conditions of contract and agree to those terms without any amendments/additions or deletions. Tenderers must respond in the box below: Please insert your response here:

Signed _________________________________________________________ Full Name (print)_________________________________________________ On Behalf of_____________________________________________________ Position in Company______________________________________________ Date___________________________________________________________

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A B1. ORGANISATION IDENTITY Name of the company (prime or single contractor) in whose name the tender would be submitted: Contact name (Single point of Contact): Address:

Telephone number: Facsimile number: E-mail address: Company Registration number, date of registration and registration address: VAT Registration number: Website address (if any):

B2. ORGANISATION INFORMATION (1) Is your organisation a Small to Medium Enterprise (SME) as defined in Section 382 & 465 of the Companies Act (2006)? (2) Is your organisation: i) a public limited Y/N company? ii) a limited company? Y/N v) a limited liability partnership?

Y/N iii) a sole trader? iv) a partnership?

Y/N

(3) Executive Directors/ Partners: Name

Responsibility

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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Y/N Y/N


APPENDIX A B3. PRIME CONTRACTOR (1) Please select either a or b and answer as applicable a) Your organisation is bidding to provide all the goods/services required Y/N b) Your organisation is bidding in the role of Prime Contractor and intends to Y/N subcontract some of the goods/services to third parties or to form a partnerships/joint ventures/consortium with third parties to deliver the goods/services (2) If your answer to 1 is (b), please identify intended subcontractors/ partners /consortia members for the bid (if currently known) below: Organisation name Organisation address and contact Service provision responsibility and details details of legal arrangements between partners (if known)

B4.

COMPLIANCE WITH EU LEGISLATION/ UK PROCUREMENT LEGISLATION

Regulation 23 of the Public Contracts Regulations 2006 applies to the current tendering competition. Applicants must provide full details in respect of whether: i. Any matters referred to in Regulation 23 (1) (being grounds for mandatory exclusion) apply to the applicant, and in the case of a consortium applicant, to any of its constituent members, or to any of its or their directors, or to any other person Y/N who has powers of representation, decision or control of the applicant or, in the case of a consortium applicant, any of its constituent members? ii. Any of the matters referred to in Regulation 23(4) (being grounds for discretionary exclusion) apply to the Applicant, and in the case of a consortium Y/N applicant, to any of its constituent members? The Agency may seek evidence at a later date, in confirmation of your answer. For convenience, the text of Regulation 23 can be found in Appendix A

B5. FINANCIAL and ECONOMIC CAPACITY

JD to provide suitable wording re Turnover & Statement of FV B6. INSURANCE PLEASE CONFIRM THAT YOUR ORGANISATION’S INSURANCE COVER MEETS THE AGENCY’S REQUIREMENTS BELOW. Policy Value Y/N Employer’s Liability £2m Public Liability £2m Professional Indemnity £1m Others? If not, please indicate that you will arrange for this insurance Y/N cover if successful in this tender.

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A B7. QUALITY ASSURANCE Please provide details of any quality assurance certification that your company holds e.g. IS0 9000 or equivalent standard. Please include a copy of any certificate. If no accreditation is held, please provide documentary evidence of your quality assurance capabilities. (e.g. your internal quality policy or manual)

C. TECHNICAL CAPABILITY Please limit the answer to each question below (C1 to C7) to a max of 500 words per question: C1. Approved ILM Delivery Provider Aim: To contract with a supplier who has been approved by the Institute if Leadership Management (ILM) to deliver Level 7 Certificate in Coaching & Mentoring per Para.17 of the Invitation to Tender Question: Tenderers should confirm that they meet the requirements specified in Para.17 of the Invitation to Tender and are an approved ILM delivery provider, authorised to deliver the ILM Level 7 Certificate in Coaching & Mentoring Answer: Please insert your answer here

C2. Experience Aim: To contract with a supplier who has demonstrable experience of delivering the ILM level 7 Certificate in Coaching & Mentoring per the specification detailed in Para.18 of the Invitation to Tender. Question: Tenderers should confirm that they are able to meet each of the requirements specified in Para.18 of the Invitation to Tender and provide details of when you have previously delivered the ILM level 7 Certificate in Coaching & Mentoring, including details of when and to whom you have successfully delivered the course. Answer: Please insert your answer here

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A

C3. Course Specification and Assessment Aim: To contract with a supplier who can deliver the ILM level 7 Certificate in Coaching & Mentoring in line with the course specification and assessment prescribed by the ILM per Para.18 of the invitation to Tender Question: Tenderers should confirm that they can meet the requirements specified by the ILM in Para.18 of the Invitation to Tender and provide a method statement detailing how you propose to deliver the course - identifying the number of sessions, the content and associated support and learning materials to be delivered, together with the overall expected duration of the course. Answer: Please insert your answer here

C4. Flexible Delivery Methods & Locations Aim: To contract with a supplier who can deliver the ILM level 7 Certificate in Coaching & Mentoring in a flexible and innovative way to ensure the full and effective involvement of geographically dispersed delegates per the specification detailed in Para.22 of the Invitation to Tender. Question: Tenderers should confirm that they are able to deliver the course in a flexible and innovative way to ensure the full and effective involvement of delegates per the specification detailed in Para.22 of the Invitation to Tender and to provide specific details of how you propose to do this Answer: Please insert your answer here

C5. Relationship Management Aim: To contract with a supplier who can effectively manage the relationships with the course delegates and the NWDA per the specification detailed in Para.24 of the Invitation to Tender Question: Tenderers should confirm that they can meet the requirements specified in Para.24 of the Invitation to Tender and describe how you propose to manage the relationships with the course delegates and the NWDA Answer: Please insert your answer here

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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APPENDIX A C6. Delivery Start Date Aim: To contract with a supplier who can commence delivery of the first cohorts during March 2010 per the specification detailed in Para.19 of the Invitation to Tender Question: Tenderers should confirm that they are able to meet the requirements specified in Para.19 of the Invitation to Tender and that they are able to commence delivery of the first cohorts in March 2010, providing details of the resources they will have in place to enable this to happen Answer: Please insert your answer here

C7. Delivery Venues Aim: To contract with a supplier who can deliver the course from suitable and appropriately equipped venues per the specification detailed in Para.23 of the Invitation to Tender Question: Tenderers should confirm that each of the proposed delivery venues meets the requirements specified in Para.23 of the Invitation to Tender. In addition, Tenderers are requested to insert details below of your proposed delivery venues – Providers may identify up to four proposed venue delivery locations: Venue Name Location Address 1. 2. 3. 4. Confirmation that all proposed venues meet the minimum requirements as specified in Para.23 Please insert your answer here

Filename: 100715170346-2ebd2fb3bb464bb382dad7b55db6fb34.file Date: 15 July 2010

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