Facilities Directorate Estates Services The University of Leeds LEEDS LS2 9JT T: +44 (0) 113 343 5795 E: m.hayes@leeds.ac.uk Date: xxxxxx INVITATION TO TENDER Scheme Title xxxxxx Scheme Reference xxxxxx Contract Period The commencement date for the contract shall be xxxxxx for a period of x (x) years, with an option to extend for a further x (x) x 12 (twelve) month periods at our discretion. Dear Sir/Madam, You are invited to submit a competitive tender for the above. You must submit your tender in soft copy format (only) via the University’s tendering website at www.in-tendhost.co.uk/universityofleeds Please submit your proposal in full no later than: DAY 12:00 (NOON) MONTH 2012 Except under exceptional circumstances, no extension of time and date by which the tender must be submitted will be granted. Late submissions will not be accepted. This invitation to tender comprises the following documents: (one copy) (one copy) (one copy) (one copy) (one copy) (one copy) (one copy) (one copy) (one copy) Invitation to Tender Letter Acknowledgement of Receipt of Tender Instructions to Tenderers Form of Tender Specification Price Schedule Declaration of Bona Fide Tender Offer of Agreement Non-Compliance Statement 1 Tenderers are advised to read all the documentation carefully to ensure that they are familiar with the nature and extent of their obligations their tender is accepted. Any query in connection with this tender or the invitation to tender shall be submitted in writing to the designated officer on: Mr Michael Hayes Deputy Purchasing Manager Email: m.hayes@leeds.ac.uk Technical enquires and requests to attend site should be directed to; Insert Contact Name Job Title Tel Number Email Address Note: Site visits shall take place on xxxxxx (only). Although not mandatory, this visit is recommended. In order to maintain, transparency and equality, all questions, unless commercially confidential, asked by, and answer given to, individual tenderers will be recorded and circulated in an anonymised form to all tenderers. We look forward to receiving your submission. If however you decide not to submit a tender, we would be grateful if you could inform us in writing in accordance with the following tender acknowledgement form. Yours faithfully, Michael Hayes Deputy Purchasing Manager 2 TENDER ACKNOWLEDGEMENT FORM Scheme Title xxxxxx Scheme Reference xxxxxx Please sign and return this form as soon as possible to esprocurement@leeds.ac.uk marked for the attention of Michael Hayes, Deputy Purchasing Manager. Dear Sir/Madam In Confidence. Your invitation to tender was received by us on I/We*, the undersigned, acknowledge receipt of your invitation to tender, and hereby confirm that I/we; are able/not able to submit a tender in accordance with the tender documentation. *delete If applicable, please submit your reasons here for declining the opportunity to submit a tender. Yours faithfully, Company Signed Name Contact Tel No Date 3 1 INSTRUCTIONS TO TENDERERS These instructions should be read carefully in order that the format of your tender and information to be provided is submitted as requested. Failure to comply with these instructions may invalidate your tender. You must take cognisance of the following specific points; 1.1 Your tender shall be a bona fide tender and shall not be fixed or adjusted by or in accordance with any agreement with any other person. 1.2 Employees of the University cannot provide services to the University which could otherwise have been supplied direct to the University as part of their contract of employment. 1.3 Your company shall not communicate to any other person before the tender return date, the amount of the tender, except where disclosure in confidence is necessary to obtain insurance premium or bond quotations. 1.4 Your company shall not enter into any agreement or arrangement with any other person to prevent the other person from tendering or to affect the value of any tender to be submitted. 1.5 Your company shall not offer or give any sum consideration, directly or indirectly, to any person in relation to the tender. 1.6 The volumes/quantities required are estimates and the University does not guarantee that these quantities will be met or exceeded. 1.7 The University does not bind itself to accept the lowest, or any tender. It also reserves the right to accept a portion of any tender, unless your company expressly states otherwise, and the right to award the contract to more than one tenderer. 1.8 Tenders shall be open for acceptance for a period of 90 days from the date specified for return. The University of will not be responsible for, nor pay for, the expenses or losses which may be incurred by any tenderer in the preparation of this tender. 1.9 The University is a Public Authority within the meaning of the Freedom of Information Act 2000. Information received from the tenderer may be made available on demand in accordance with the Freedom of Information Act 2000. Tenderers should state if any of the information supplied by them in response to this invitation to tender is confidential or commercially sensitive or should not be disclosed in response to a request for information under the aforementioned act. Tenderers should state why they consider the information to be commercially sensitive. This will not guarantee University, nor that it Information requests. exemptions provided in disclose or not is made. that the information is treated as confidential by the will not be disclosed in response to Freedom of Information will be examined in the light of the the Freedom of Information Act before a decision to 4 2 CONTRACT PERIOD 2.1 3 The commencement date for the contract shall be xxxxxx for a period of x (x) years, with an option to extend for a further x (x) x 12 (twelve) month periods at our discretion. PROCUREMENT TIMETABLE 3.1 The key dates for the procurement are set out in the table below. All dates are indicative only and the University reserves the right to vary these dates on notice. Stage Activity Deadline 1 ITT sent to short-listed tenderers XXXXXXX 2 Site Visit to the University of Leeds 3 Deadline for submission of tenders 4 Tender evaluation and supplier clarification 5 Notification of Decision 6 Commencement of Contract 4 EVALUATION CRITERIA 4.1 The University may require that you attend a meeting to discuss any aspect of your tender. 4.2 The University will accept the most economically advantageous tender based on the following criteria (not necessarily in order of importance. It is important to ensure that any information submitted is relevant to the criteria below. Information which is not relevant will not be taken into account. Criteria Weighting (%) xxxxxx xxxxxx Cost TOTAL 100% 5 FORM OF TENDER All tenders submitted must comply with the following instructions. Tenderers shall submit the following: (one copy- signed) (one copy- signed) (one copy- signed) (one copy- signed) (one copy- signed) Acknowledgement of Receipt of Tender Price Schedule Declaration of Bon Fide Tender Offer of Agreement Non-Compliance Statement In addition to your fees the following must also be included. Your answers will be carefully assessed by the evaluation team. Responses should be submitted as a separate attachment clearly indicating as to which section it refers to. Where a page/word limit is stated, this must be strictly followed. 1. Method Statement – provide a written method statement with details on how you intend to deliver the service. Your method statement should make reference to the specification where applicable. This shall include but not be limited to; a. Demonstration of your understanding of the requirement, setting out an approach to all aspects of the requirement and specifying the resources to be used. b. Outline project plan and your approach to managing the project timescales. c. Confirmation of your approach to all relevant Health and Safety aspects. d. A summary of quality assurance procedures. e. Sub-Contracting arrangements and auditing procedures. 6 DECLARATION OF BONA FIDE TENDER Scheme Title xxxxxx Scheme Reference xxxxxx Dear Sir/Madam The essence of competitive Tendering is that the University of Leeds shall receive bona fide competitive Tenders from all companies Tendering. In recognition of this principle, we declare 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 further declare that we have not done and we undertake that we will not do any of the following acts: (a) communicate with a person, other than the person calling for this Tender or the University of Leeds Purchasing Office, the amount or approximate amount of the proposed Tender. (b) enter 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) offer to pay or give, or agree 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 requirement any act or thing of the sort described above. In this declaration the word "persons" includes any person and any body or association, corporate or incorporate. The words "agreement or arrangement" include any such transaction, formal or informal, whether legally binding or not. Signed Name Designation Date For and on behalf of 7 OFFER OF AGREEMENT Scheme Title xxxxxx Scheme Reference xxxxxx Dear Sir/Madam 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 supply the Goods and/or Services to the University of Leeds at the rates/prices detailed in the Price Schedule enclosed. I/We agree that this Tender and any Agreement and subsequent contract which may result from it shall be based upon the documents listed below and bearing the contract reference shown at the bottom of this Tender. 1 Invitation to Tender 2 Specification and Price Schedule 3 General Conditions of Contract I/We agree that any other terms or conditions of contract or any general reservations which may be printed on any correspondence emanating from us/me in connection with this Tender or with any contract resulting from this Tender, shall not be applicable to the Agreement or subsequent contract. I/We agree that any contract that may result from this Tender shall be subject to the law of England and Wales as interpreted in an English Court. The prices quoted in this Tender are valid and open to acceptance by you for a period of 90 days from the Tender return date specified in your Invitation to Tender. Signed Name Designation Date For and on behalf of 8 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. Signed Name Designation Date For and on behalf of Section No. in Tender Matter not complied with in Tender Extent of non-compliance, alternatives offered & effect on the tender requirement. 9