- Scope of the procurement
- Lot 1. Legal Services
- Lot 2. Data Protection Officer (DPO) Services
- Lot 3. Internal Audit Services
- Lot 4. External Audit Services
- Lot 5. Valuation Services
- Lot 6. Health and Safety Services
- Lot 7. Human Resource Services
- Lot 8. Payroll Services
- Lot 9. Human Resource Management Software as a Solution (SaaS)
- Lot 10. Payroll Management Software as a Service (SaaS)
- Lot 11. Combined HR and Payroll Management Software as a Service (SaaS)
Section one: Contracting authority
one.1) Name and addresses
Red Kite Learning Trust
Red Kite Office, Panal Ash Road
Harrogate
HG2 9PH
Country
United Kingdom
NUTS code
UKE22 - North Yorkshire CC
Internet address(es)
Main address
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1269
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1269
Tenders or requests to participate must be submitted to the above-mentioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at
https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1269
one.4) Type of the contracting authority
Other type
Education
one.5) Main activity
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Pagabo National Framework for Academy Services
Reference number
AVP-RKLT-1009
two.1.2) Main CPV code
- 79000000 - Business services: law, marketing, consulting, recruitment, printing and security
two.1.3) Type of contract
Services
two.1.4) Short description
Added Value Portal t/a Pagabo, acting on behalf of Red Kite Learning Trust, wish to establish a national framework of Providers of professional services to Academies in England. The framework will cover but will not be limited to the provision of Legal, Audit (internal and external), Data Protection, Health and Safety, HR and Payroll services. The Framework Agreement will be established for a period of 2 years, with the option to extend for up to a further 2 periods of 12 months. This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis. The framework is divided into 11 lots and 9 regions (99 sub-lots), with a maximum of 9 Suppliers per sub-lot. The framework shall have the facility for Clients to Direct Award and Further Compete their requirements. The procurement will be a single stage process following the Public Contract Regulations 2015 Open procedure.
two.1.5) Estimated total value
Value excluding VAT: £89,500,000
two.1.6) Information about lots
This contract is divided into lots: Yes
Tenders may be submitted for all lots
two.2) Description
two.2.1) Title
Legal Services
Lot No
1
two.2.2) Additional CPV code(s)
- 79100000 - Legal services
- 79140000 - Legal advisory and information services
- 79111000 - Legal advisory services
- 79112000 - Legal representation services
- 79132000 - Certification services
- 79130000 - Legal documentation and certification services
- 79132100 - Electronic signature certification services
- 79110000 - Legal advisory and representation services
- 79131000 - Documentation services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKK - South West (England)
- UKF - East Midlands (England)
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKI - London
- UKC - North East (England)
- UKD - North West (England)
two.2.4) Description of the procurement
This lot is for the provision of legal services specfically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £22,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Data Protection Officer (DPO) Services
Lot No
2
two.2.2) Additional CPV code(s)
- 79100000 - Legal services
- 79140000 - Legal advisory and information services
- 79111000 - Legal advisory services
- 79112000 - Legal representation services
- 79132000 - Certification services
- 79130000 - Legal documentation and certification services
- 79132100 - Electronic signature certification services
- 79110000 - Legal advisory and representation services
- 79131000 - Documentation services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of Data Protection Officer services specifically to Academies, Single Academy Trusts and Multi Academy Trusts to provide information security and compliance with data protection law service in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £10,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Internal Audit Services
Lot No
3
two.2.2) Additional CPV code(s)
- 79200000 - Accounting, auditing and fiscal services
- 79212000 - Auditing services
- 79221000 - Tax consultancy services
- 79212100 - Financial auditing services
- 79212400 - Fraud audit services
- 79212200 - Internal audit services
- 79212500 - Accounting review services
- 79212300 - Statutory audit services
- 79222000 - Tax-return preparation services
- 79210000 - Accounting and auditing services
- 79220000 - Fiscal services
- 79211000 - Accounting services
- 79211200 - Compilation of financial statements services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKK - South West (England)
- UKF - East Midlands (England)
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKI - London
- UKC - North East (England)
- UKD - North West (England)
two.2.4) Description of the procurement
This lot is for the provision of internal audit services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in accordance with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £9,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
External Audit Services
Lot No
4
two.2.2) Additional CPV code(s)
- 79200000 - Accounting, auditing and fiscal services
- 79212000 - Auditing services
- 79221000 - Tax consultancy services
- 79212100 - Financial auditing services
- 79212400 - Fraud audit services
- 79212200 - Internal audit services
- 79211000 - Accounting services
- 79212500 - Accounting review services
- 79212300 - Statutory audit services
- 79222000 - Tax-return preparation services
- 79210000 - Accounting and auditing services
- 79220000 - Fiscal services
- 79211200 - Compilation of financial statements services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKK - South West (England)
- UKF - East Midlands (England)
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKI - London
- UKC - North East (England)
- UKD - North West (England)
two.2.4) Description of the procurement
This lot is for the provision. of external audit services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in accordance with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £17,500,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Valuation Services
Lot No
5
two.2.2) Additional CPV code(s)
- 79200000 - Accounting, auditing and fiscal services
- 79212000 - Auditing services
- 79221000 - Tax consultancy services
- 79212100 - Financial auditing services
- 79212400 - Fraud audit services
- 79212200 - Internal audit services
- 79211000 - Accounting services
- 79212500 - Accounting review services
- 79212300 - Statutory audit services
- 79222000 - Tax-return preparation services
- 79210000 - Accounting and auditing services
- 79220000 - Fiscal services
- 79211200 - Compilation of financial statements services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of valuation services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £4,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Health and Safety Services
Lot No
6
two.2.2) Additional CPV code(s)
- 71317200 - Health and safety services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of Health and Safety services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £8,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Human Resource Services
Lot No
7
two.2.2) Additional CPV code(s)
- 79414000 - Human resources management consultancy services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of Human Resource consultancy services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £5,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Payroll Services
Lot No
8
two.2.2) Additional CPV code(s)
- 79211110 - Payroll management services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKK - South West (England)
- UKF - East Midlands (England)
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKI - London
- UKC - North East (England)
- UKD - North West (England)
two.2.4) Description of the procurement
This lot is for the provision of Payroll services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £5,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Human Resource Management Software as a Solution (SaaS)
Lot No
9
two.2.2) Additional CPV code(s)
- 48450000 - Time accounting or human resources software package
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of Human Resource Management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £3,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Payroll Management Software as a Service (SaaS)
Lot No
10
two.2.2) Additional CPV code(s)
- 48450000 - Time accounting or human resources software package
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKK - South West (England)
- UKF - East Midlands (England)
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKI - London
- UKC - North East (England)
- UKD - North West (England)
two.2.4) Description of the procurement
This lot is for the provision of Payroll management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £3,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Combined HR and Payroll Management Software as a Service (SaaS)
Lot No
11
two.2.2) Additional CPV code(s)
- 48450000 - Time accounting or human resources software package
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKI - London
- UKH - East of England
- UKJ - South East (England)
- UKE - Yorkshire and the Humber
- UKK - South West (England)
- UKC - North East (England)
- UKD - North West (England)
- UKF - East Midlands (England)
two.2.4) Description of the procurement
This lot is for the provision of a combined Human Resource and Payroll Management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £3,000,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
four.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 99
In the case of framework agreements, provide justification for any duration exceeding 4 years:
N/A
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.1) Previous publication concerning this procedure
Notice number: 2023/S 000-020210
four.2.2) Time limit for receipt of tenders or requests to participate
Date
11 January 2024
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 48 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
11 January 2024
Local time
12:05pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.3) Additional information
Pagabo, on behalf of the Contracting Authority, reserve the right to reallocate the anticipated maximum lot values during the life of the framework, whilst ensuring that the overall contract notice upper value of £89 500 000 GBP isn’t exceeded.The ITT documents can only be accessed when logged into in-tend. If you are an existing supplier, please log into the system. If you are a new supplier, please make sure you register your company as an initial step on the in-tend website. Select the tab ‘Tenders’ then select ‘Current’. Search for the reference number on the left-hand side of the page and press enter. The tender advert will now be visible. To view the ITT documents, click 'View Details'. This will take you to a new screen, please click 'Express Interest'. Once in the tender there are 5 tabs; 'Tender', 'ITT -documents', 'Correspondence', 'Clarifications' and 'History'. Select the second tab (ITT docs) where you will find useful information under 'Tender Details'. Continue to scroll down to the heading 'Tender Documents Received' where you will be able to view/download the documents. Opting In and out: please note you are required to 'Opt In' before you can access the 'My Tender Return' to start populating your response. The 'Opt Out' functionality will also be available throughout the duration of the tender process. Opting out will give you the option of declaring that you no longer wish to receive any further communication in relation to this tender along with the opportunity of providing feedback and comments for this decision. You may amend your decision to ‘Opt In or Out’ at any time during the tender process. This procurement will be evaluated in accordance with the process set out in the bid pack documentation. Pagabo, on behalf of the contracting authority reserves the right to run all stages of the procurement concurrently. Pagabo, on behalf of the contracting authority reserves the right:(i) not to award any framework agreement, as a result of the procurement process, commenced by publication of this notice; (ii) in the event that there is a substantive challenge to the procurement and such challenge is confined to a single lot, Pagabo, on behalf of the contracting authority, reserves the right to the extent that it is lawful to do so to conclude a framework agreement with the successful bidder(s) in respect of the lot(s) that have not been challenged; and (iii) make whatever changes it may see fit to the content and structure of the tendering competition. In no circumstances will Pagabo or the contracting authority be liable for any costs incurred by the bidders.
six.4) Procedures for review
six.4.1) Review body
High Courts of England and Wales
London
Country
United Kingdom
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
As set out in the Public Contracts Regulations 2015