664_13 ESPO User Guide Issue 9
Contents
1. 375 490 805 Eunomia Research amp Consulting 475 550 700 900 Organic Resources Agency 400 485 574 604 V4 Services 395 525 638 828 WYG Environment Planning Transport 325 375 488 628 664 Pro5 National Consultancy Services Framework Page 23 of 38 6 AWARDED SUPPLIERS CONTACT DETAILS There are 48 suppliers included on the framework across the different categories Their main contact details are set out here in alphabetical order When communicating with suppliers please refer to Pro5 Framework 664 in all correspondence AECOM Ltd Colmore Plaza Colmore Circus Queensway Birmingham West Midlands B4 6AT Contact Name lan Braddock Position Regional Director Tel 0121 262 1922 Email lan braddock aecom com Website www aecom com AMEC E amp l UK Ltd Gables House Kenilworth Road Leamington Spa Warwickshire CV32 6JX Contact Name Pete Davis Position Associate Director Tel 01926 439062 Email Pete Davis amec com Website www amec ukenvironment com Arlingclose Ltd 60 Moorgate London EC2R 6EL Contact Name Gregg Readings Position Client Executive Tel 08448 808 200 Email info arlingclose com Website www arlingclose com Arup The Arup Campus Blythe Valley Park Solihull B90 8AE Contact Name Rob Ennis Position Business Development Tel 0121 213 3412 Email Rob Ennis arup com Website www arup com Arvato Limited The Ha2. COMMUNITY RESEARCH AND ENGAGEMENT Seale erate Seed ii Cane AECOM 250 300 450 650 Counter Context 158 300 338 562 Ernst and Young 250 450 845 1 700 Focus Consultants 2010 300 400 450 525 RedQuadrant 440 500 580 850 WYG Environment Planning Transport 180 225 323 560 EDUCATION AND LEARNING Suna Rania MEL conan Sea ne Babcock 4S 450 600 650 1 200 Excellence in Business 400 500 600 775 Host Policy Research 515 515 550 625 Mouchel 377 503 653 704 PTS Consulting Group 350 450 550 750 RedQuadrant 440 500 580 850 ENVIRONMENTAL AND SUSTAINABILITY See conan Consultan renan area AMEC E amp l UK 280 360 416 640 Atkins 280 360 480 720 Mouchel 242 348 429 531 RSK Environment 384 432 504 696 URS Infrastructure amp Environment UK 300 350 475 750 WYG Environment Planning Transport 250 299 399 650 664 Prod National Consultancy Services Framework Page 18 of 38 FACILITIES MANAGEMENT Seale eee SONS EU caren erele ta Arup 450 500 600 850 Atkins 400 585 760 900 EC Harris 375 450 550 1 000 Mouchel 402 503 553 754 Turner amp Townsend Project Management 590 68
3. Defaults should be an annual aggregate or just an overall aggregate during the Contract Period and 664 Prod National Consultancy Services Framework Page 36 of 38 the level it should be set at impact on SMEs 8 INSURANCE 8 1 Minimum Insurance Period 6 six years following the expiration or earlier termination of the Contract 8 2 To comply with its obligations under Clause 22 2 and as a minimum where requested by the Customer in writing the Consultant shall ensure that i Professional indemnity insurance is held by the Consultant and by any agent sub contractor or consultant involved in the supply of the Services has a minimum limit of indemnity of two million pounds sterling 2 000 000 for each individual claim or such higher limit as the Customer may reasonably require and as required by Law from time to time ii Public liability insurance adequate to cover all risks in the performance of this Contract from time to time with a minimum limit of five million pounds sterling 5 000 000 for each individual claim or such higher limit as the Customer may reasonably require and as required by Law from time to time and iii Employers liability insurance with a minimum limit of indemnity of such amount as may reasonably be required by Law from time to time Guidance Consider if the above limits of insurance are appropriate and make any changes that may be considered necessary in line
4. and in a consultancy role In depth knowledge of the public sector and of current policy and political issues affecting it Previous experience in project management on at least five major projects preferably in the public sector and using the PRINCE2 or equivalent method Consultants of this calibre will have proven industry recognised experience 664 Prod National Consultancy Services Framework Page 16 of 38 5 3 Categories and Day Rates AUDITING Sa Spa i SEN SERR RR hA BDO LLP 300 450 800 1 200 EC Harris 375 450 550 1 000 Ernst and Young 250 350 500 1 550 Grant Thornton 400 650 800 1 200 RSM Tenon 280 340 400 650 ASSET MANAGEMENT AND DELIVERY Sia conse Selistea RER canta AECOM 296 336 384 600 Atkins 420 585 885 1 200 Focus Consultants 2010 275 325 350 450 Mouchel 402 482 533 653 Pick Everard 370 415 435 475 The Valuation Office Agency 265 440 470 750 BUSINESS CONTINUITY AND RESILIENCE Seul nanan Consultant a A Atkins 416 586 739 980 Atos Consulting 550 775 975 1 350 KPMG 800 950 1 200 1 700 Liberata 290 325 400 500 PriceWaterhouseCoopers 300 1 000 1 400 1 800 RSM Tenon 450 550 650 900 664 Pro5 National Consultancy Services Framework Page 17 of 38
5. the same basis 664 Prod National Consultancy Services Framework Page 5 of 38 The evaluation involved two stages qualifying and award those offers that met the qualifying criteria were then scored against the award criteria The qualifying criteria included assessment of the following e Business continuity e Financial stability e Compliance of bid e Health and safety e Compliance with contract regulations e Insurance levels e Compliance with terms and conditions e References e Equalities e Sustainability The award element of the evaluation was subsequently carried out on the basis of the following criteria e Quality 60 e Price 40 The total quality score added to the price score gave the grand total of points and a position on the framework was awarded to the highest scoring suppliers within each lot Further details on the suppliers awarded onto the framework can be found in sections 5 and 6 2 5 Framework Documentation Should you or your procurement or legal advisors wish to see copies of any documentation we used in setting up the framework please contact Pro5 as per details on page 3 664 Pro5 National Consultancy Services Framework Page 6 of 38 3 CONSULTANCY ADVICE AVAILABLE VIA THIS FRAMEWORK 3 1 Overview This section offers a summary of the type of advice available under each consultancy category Please note that a full service specification is available by contacting Pro5 as per the contact detail
6. 0 750 860 V4 Services 395 540 620 820 FINANCE Sau Rania consulent eA conn Capita Consulting 550 650 725 1 200 Chrystal Consulting 100 250 500 1 000 Ernst and Young 250 450 845 1 700 iMPOWER Consulting 440 800 999 1 600 KPMG 400 550 700 950 Liberata 325 450 600 725 FOOD AND CATERING URGE Cena ole lal Cees cone eet Grant Thornton 861 1 041 1 260 1 770 Merritt Harrison Catering Consultancy 400 550 585 635 Radford Chancellor 272 328 392 392 664 Pro5 National Consultancy Services Framework Page 19 of 38 HEALTH AND SAFETY Suppier ate SONNE o si erele ia AECOM 350 450 500 600 EC Harris 350 450 550 725 Ridge and Partners 300 390 480 570 Turner amp Townsend Project Management 250 295 345 415 Waterman Transport amp Development 252 285 340 536 WYG Environment Planning Transport 189 229 329 579 HIGHWAYS TRANSPORT AND LOGISTICS Stilo concn ONAN E Seara AECOM 296 336 384 560 Atkins 280 336 440 720 Mouchel 302 382 482 653 Pell Frischmann Consulting Engineers 240 320 440 640 Waterman Transport amp Development 252 285 340 536 WYG Environment Planning Transport 180 225 323 560 HOUSING AND HOUSING SUPPORT UPS Ceni Seed coat ea tt Ca
7. Contact Name Colin Shields Position Divisional Director Position Director Tel 0509 674567 Tel 0116 2348000 Email phil spiers watermangroup com Email colin shields wyg com Website www watermangroup com Website www wyg com 664 Prod National Consultancy Services Framework Page 30 of 38 APPENDIX A ACCESS AGREEMENT Pro5 Framework Agreement 664 Consultancy Services TO BE COMPLETED BY THE CUSTOMER Before conducting any activity under this Pro5 framework please complete this form and return it to Prod via email m brankovic espo org or fax 0116 294 4398 AGREEMENT confirm that the organisation detailed below wishes to access the above mentioned Pro5 framework agreement and that in doing so will act in accordance with the guidance and instructions set out in the relevant Pro5 User Guide and in accordance with the Public Contracts Regulations 2006 I we confirm that any guidance and or template documentation provided to me will only be used in relation to this framework and will only be used for the purposes where prior consent from Pro5 has been given I we also confirm that in consideration of Pro5 acting in this capacity I we authorise Pro5 to make sure arrangements with its suppliers relating to rebates on services and to make enquiries in relation thereto it considers necessary in order to recover its operating costs Name of organisation Name of person completing this form Position Add
8. NE PROCESS a as cota SEATA o ba ai ed aice 13 4 2 USING NE Frame WOME ceas ae ac Dei Da PR D Rob co ge Di Da auda mid aE 13 4 3 Remedies Rules anaaaae 15 4 4 gt Contractual Structure tc sess ae aa na deget cal ci cae alt a i at tat i Pa a CU cies 15 5 AWARDED SUPPLIERS FOR EACH CATEGORY AND THEIR RATES 16 Bed LOVORVIGW ss ci coca tin aa ca al n oc cea Ga Gis SONS E poeta DA Sn cada E a ua 16 5 2 PRICING Guidance asas ra ns asi ui aa dC a at di ne i dea ss 16 5 3 Categories and Day Rates sta pazei e ata oana e aaa e na ca apa aa al dos 17 6 AWARDED SUPPLIERS CONTACT DETAILS sssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 24 APPENDIX A ACCESS AGREEMENT aan adanca aaa arina diana diana dana dia 31 APPENDIX B ORDER FORM csssseceeeeeeeeeeeceeesneneeeeeeseeeeeaassaaeeeeesseooeeasaaeeeeesseoeoeannneeeene 32 Your Comments and Questions We value your comments and feedback about the framework how easy you find it to use or suggestions you have for improving it We will also endeavour to address to your satisfaction any complaints you have including any problems you encounter in dealing with any of our contracted suppliers Our contact details should you wish to get in touch are Michelle Brankovic Category Manager Professional Services Tel 0116 294 4011 Email m brankovic espo org Alternatively please write to us at the following address ESPO Barnsdal
9. TW Bank Chambers Market Place Guisborough Cleveland TS15 9NW Contact Name Peter Whelan Position Executive Chairman Tel 01287 610404 Email tenders dtw co uk Website www dtw co uk EC Harris LLP ECHQ 34 York Way London N1 9AB Contact Name Zoe Rackstraw Position Framework Leader Tel 020 7812 2600 Email frameworks echarris com Website www echarris com Ernst and Young LLP 1 More London Place London SE1 2AF Contact Name Daniel D Mello Hazel McWilliam Position Assistance Director Account Coordinator Tel 02079515416 028 90445499 Email localpublicservicescommunity uk ey com Website www ey com uk Eunomia Research amp Consulting Limited 37 Queen Square Bristol BS1 4QS Contact Name lan Cessford Position Consultant Tel 0117 917 2250 Email lan cessford eunomia co uk Website www eunomia co uk Excellence in Business 10 Floor 88 Wood Street London EC2V 7RS Contact Name Scott Brown Position Managing Director Tel 0208 528 1760 Email scott brown excellenceinbusiness com Website www excellenceinbusiness com Focus Consultants 2010 LLP Focus House Millennium Way West Phoenix Park Nottingham NG8 6AS Contact Name Patricia Fletcher Position Office Manager Tel 0115 976 5050 Email enquiries focus consultants com Website www focus consultants co uk 664 Pro5 National Consultancy Services Framework Page 26 of 38 Grant Thornton UK LLP G
10. achievement of particular Milestones 6 2 Invoicing and Payment The Consultant shall issue invoices monthly quarterly in arrears The Customer shall pay the Consultant within thirty 80 Working Days of receipt of a Valid Invoice submitted in accordance with this Paragraph 6 2 the payment profile set out in Paragraph 6 1 above and the provisions of the Contract Guidance Delete the appropriate wording above to indicate whether the Consultant is required to invoice monthly or quarterly Also indicate the time period the Customer requires to pay its invoices i e 30 days or insert a longer period if required 7 LIABILITY Subject to the provisions of Clause 22 of the Order Terms 7 1 the annual aggregate liability of either Party for all Defaults resulting in direct loss of or damage to the property of the other Party under or in connection with the Contract shall in no event exceed the 7 2 the annual aggregate liability under the Contract of either Party for all Defaults shall in no event exceed the greater of 2 million and 125 per cent of the Contract Charges payable by the Customer to the Consultant in the year in which the liability arises or any anniversary thereof in which the liability arises during the Contract Period Guidance Consider whether the limitation of liability inserted above is appropriate for the Customer and the size of the Contract Consider whether the above limit for all
11. andards Technical Standards Guidance note Insert the appropriate standards where applicable that the Services will be required to comply with 2 5 Staff Vetting Procedures Guidance Attach any guidance procedures that will be used to vet the Consultant s staff 664 Prod National Consultancy Services Framework Page 33 of 38 2 6 Disaster Recovery and Business Continuity Guidance Consider the impact of Services should the Supplier invoke their Disaster Recovery and Business Continuity Plan Details should be provided if appropriate 3 CONSULTANT S SOLUTION 3 1 Consultant s Solution Set out in Schedule Guidance Insert details of the Consultant s response If this is not set out in the Order Form and a schedule is used the definition of Consultant Solution will need to be changed to refer to the relevant Schedule 3 2 Key Personnel of the Consultant to be involved in the provision of the Services and Deliverables Set out in Schedule Guidance Insert details of the Consultant s project or account manager and any other key members of the Consultant s team 3 3 Relevant Convictions Guidance Consider whether given where the Services are being provided for example at schools it may be necessary to bar certain staff of the Consultant who have particular convictions and include details of such convictions above 3 4 Training Guidance Insert details of a
12. cally to a waiver of the Customer s rights to claim Delay Payments v The Consultant s rights to claim Delay Payments pursuant to this Contract shall be without prejudice to any right of the Customer to claim damages for breach 4 2 Service Levels and Service Credits Service Levels Set out in Annex 1 Service Credits Set out in Annex 1 Guidance Consider service levels or credits you may wish to apply to the contract to ensure Supplier performance 4 3 Critical Service Failure In relation to a Critical Service Failure shall include a delay in producing ordered by the Customer in excess of 24 hours more than once in any three 3 Month period or more than 3 times in any rolling 12 month period Guidance Clause 4 5 1 provides the Customer a right to terminate the Contract if a critical service failure occurs It is intended that the definition of critical service failure should link to a specified threshold of service level performance The intention is to provide certainty over what level of service would trigger a termination right If you wish to include such a concept then the definition above should be populated with relevant thresholds 4 4 Monitoring Set out in Schedule Date on which Management Information to be provided in accordance with Clause 6 2 of the Order Terms Guidance Include details of how you intend to monitor the Consultant s performance e g 664 Prod Natio
13. cur expenses in delivering services these should be charged for in accordance with customers own travel and subsistence policies e Customers may elect to invite bids during the further competition process using a range of other commercial models such as fixed staged payment or contingency payment models This is not permitted however when calling off under the agreement e The definition of each type of consultant is as follows Junior Consultant Demonstrable experience in a wide range of projects in their specialist field Evidence of customer facing experience and support services to wider consultancy projects Consultants of this calibre will have had relevant exposure Consultant Notable experience and in depth knowledge of their specialist field Evidence of a wide range of consultancy projects and client facing experience Support work in process and organisational design and leading workshops and events Consultants of this calibre will have relevant experience Senior Consultant Substantial experience in their specialist field and in a consultancy training role Sound knowledge of the public sector and current policy and political issues affecting it Previous experience in project management on at least three major projects preferably in the public sector and using PRINCE2 or equivalent method Consultants of this calibre will have proven experience Managing Consultant Substantial experience in their specialist field
14. e e Equipment and facilities e Food and drink menus Food hygiene Healthy eating programmes Nutrition Health and Safety This category includes but is not limited to advice surrounding e Assurance reports and model documentation e Accident statistics o e COSHH and REACH r e Inspections and audits H amp S legislation H amp S policies and management Notices and corrective action plans Risk assessments and controls Safe working procedures Highways Transport and Logistics This category includes but is not limited to advice surrounding e Demand management e Highways asset management strategies e Impact assessments e e Street and traffic management Transport and transport links Travel initiatives schemes and road shows Travel plans and planning Housing and Housing Support This category includes but is not limited to advice surrounding e Housing investment programmes e Housing management and support e Housing needs and assessments o Revenue optimisation and funding Tenant participation schemes Transfers and de commissioning 664 Pro5 National Consultancy Services Framework Page 9 of 38 Leisure Culture and Heritage This category includes but is not limited to advice surrounding e Commercial and efficiency reviews e Outsourcing of services e Funding and funding applications e Service strategy design e Increasing publ
15. e Way Grove Park Enderby Leicester LE19 1ES Or visit our website www espo org Issue information 5 March 2014 Deloitte are no longer included on the framework for auditing services 1 INTRODUCTION 1 1 Overview This framework is intended to make procuring consultancy services quick simple and cost effective The framework offers access to pre approved suppliers who can be appointed using an efficient and streamlined procurement process therefore ensuring customers obtain value for money advice whilst enabling their outcomes to be achieved 1 2 What the Framework covers The framework covers a wide range of different consultancy categories including e Auditing e Housing and Housing Support e Asset Management and Delivery e Leisure Culture and Heritage e Business Continuity and Resilience e Marketing Communications and PR e Community Research and Engagement e Planning Valuation and Infrastructure e Education and Learning e Regeneration and Regional Development e Environmental and Sustainability e Revenues and Benefits e Facilities Management e Social Care Adults e Finance e Social Care Children e Food and Catering e Treasury Management e Health and Safety e Waste and Recycling e Highways Transport and Logistics Full details of each category s scope can be found in section 3 1 3 Eligible Customers Whilst the framework is primarily intended for local government customers it is also open for
16. ement timescales There is no need to advertise the contract and there are no minimum time periods within the process which must be adhered to Access to a choice of pre approved suppliers Suppliers listed on the framework have already been assessed for their quality experience and technical and professional ability Suppliers are also regularly re checked to ensure that the required standards are maintained giving customers confidence to purchase with minimal further vetting Pre agreed terms and safeguards Pre agreed terms and safeguards underpin all contracts placed under the framework Professional procurement support is always at hand from Pro5 Whilst the aim of the framework is to simplify the process by covering all procedural compliance matters on customers behalf it is recognised that sometimes specific guidance advice and assistance may be required The framework will be centrally managed and monitored In managing this contract customer views and requirements will be taken into account when reviewing and developing the framework There is no charge for using the framework Prod statutory obligations to recover costs of its operations are already separately covered so you will not face any bills of any kind for Pro5 services or for accessing the framework agreement 664 Prod National Consultancy Services Framework Page 4 of 38 2 ESTABLISHING THE FRAMEWORK 2 1 Who established the Framework This framewor
17. ent Service GPS ConsultancyONE framework will cover a wide range of business transformation and management consultancy areas Pro5 has avoided duplicating similar categories within our own framework instead focusing on those categories of consultancy particularly required by our local government and wider public sector customers 2 3 Engagement and Working Groups To ensure the framework is reflective of the needs of local government and the wider public sector Pro5 consulted with a wide range of stakeholder groups throughout the procurement The stakeholder groups included officers from a range of local authorities county unitary and district councils London and metropolitan boroughs Representation from the wider public sector has also been provided where appropriate including academies and schools as has input from other members of Prod The framework s specification structure and procurement process were all designed based upon representative stakeholders input Such groups were also involved in the evaluation process to ensure that the tenders received offer services which fully meet the sector s needs 2 4 Tender Evaluation The procurement process adopted by Pro5 was based upon an open tendering procedure as detailed in the European Communities Combined Directive 2004 18 EC As there were a number of different lots each lot was evaluated separately to ensure tenders for the same lot were assessed against one another on
18. eway Ingram House 227 Ingram Street Glasgow G1 1DA Contact Name Matt Howick Position Director Tel 0141 221 2226 Email matt smgateway co uk Website www socialmarketinggateway co uk The Valuation Office Agency DVS Wingate House 93 107 Shaftesbury Avenue London W1D 5BU Contact Name Kevin Sheahan Position Director Tel 03000 500 400 Email dvscustomersupport voa gsi gov uk Website www voa gov uk dvs Turner and Townsend Project Management Limited 7 Savoy Court London WC2R 0EX Contact Name Anne Dee Position Director Tel 020 7544 4000 Email anne dee turntown co uk Website www turnerandtownsend com URS Infrastructure and Environment UK Ltd The McLaren Building 46 The Priory Queensway Birmingham B4 7LR Contact Name Paul Tomlinson Caroline Brock Position Associates Tel 0121 2048211 0121 2148106 Email Paul Tomlinson Caroline brock urs com Website www ursglobal com V4 Services Limited 5 Cowgate Peterborough PE11LR Contact Name Tim Frondigoun Position Director Tel 0203 642 6792 Email tenders v4services com Website www v4services co uk 664 Pro5 National Consultancy Services Framework Page 29 of 38 Waterman Transport amp Development Ltd WYG Environment Planning Transport Ltd Lockington Hall Business Centre Executive Park Lockington Avalon Way Derby Anstey DE74 2RH Leicester Leicestershire LE7 7GR Contact Name Phillip Spiers
19. ic use of services e Technical reviews e Management improvement e Trusts and joint ventures programmes Marketing Communications and PR This category includes but is not limited to advice surrounding e Branding e Marketing campaigns plans and strategies e Communication and marketing e Media relations materials e Social media e Crisis management e Targeting strategies e Events management e Website design e Market research Planning Valuation and Infrastructure This category includes but is not limited to advice surrounding e Agricultural and retail planning e Planning legislation e Employment land reviews e Planning taxes and levies e Local economic assessments e Spatial planning e Planning applications and appeals e Specialist planning Regeneration and Regional Development This category includes but is not limited to advice surrounding e Business case development e Regeneration and economic development e Government policy and awareness e Supply chain development e Local business development e Sustainable community strategies 664 Prod National Consultancy Services Framework Page 10 of 38 Revenues and Benefits This category includes but is not limited to advice surrounding e Efficiency reviews e Health check programmes e Government returns e Model adoptions Social Care Adults This category includes but is not limited to advice surrounding e Care
20. ins Position Managing Director of Sector Housing Tel 07500 994065 Email mwatkins sector group com Website www sector group com Capita Consulting 17 Rochester Row Westminster London SW1P 1JB Contact Name Tracey Kavanagh Position Framework Executive Tel 07876 475 868 Email capitaconsultingtenders capita co uk Website www capitaconsulting co uk Carley Consult Limited Retford Enterprise Centre Randall Way Retford Nottinghamshire DN22 7GR Contact Name Jim Carley Position Managing Director Tel 01777 712670 Email jcarley carleyconsult co uk Website www carleyconsult com uk Chrystal Consulting Limited 191c Moss Lane Stockport Cheshire SK3 8SP Contact Name Richard Massingham Position Director Tel 0161 925 6500 Email Richard chrystalconsulting co uk Website www chrystalconsulting co uk 664 Prod National Consultancy Services Framework Page 25 of 38 Core Assets Consultancy amp Resourcing Senate House Saxon Business Park Hanbury Road Bromsgrove Worcestershire B60 4AD Contact Name Dr Andy Gill Position Head of Social Care Consultancy Tel 01527 55 66 10 Email andy gill outcomesuk com Website www outcomesuk com Counter Context Limited 5 Floor S1 St James Vicar Lane Sheffield S1 2EX Contact Name Nathan Asquith Position Finance Manager Tel 0114 252 1170 Email nathan asquith countercontext com Website www countercontext com D
21. k has been established through a collaborative procurement exercise undertaken by the public sector buying consortia comprising the Pro5 group of professional buying organisations CBC ESPO NEPO YPO and the wider public sector Working together as Pro5 these bodies recognise that the UK public sector are facing increasingly demanding efficiency and improvement agendas and have a requirement placed upon them to respond to these demands by providing more effective procurement solutions With a combined purchasing power of in excess of 3 billion per annum Pro5 will identify aggregation opportunities in key market areas and engage the market accordingly This approach of more aggregation and thus increased volumes to the market is intended to promote a market response which will deliver better deals and more effective contract arrangements than if the public sector continued to work separately For each key market area buyers in all professional buying organisations will work together to undertake one market engagement working in partnership together but with a lead buying organisation being established in terms of the procurement and management process In this instance ESPO is the lead purchasing body 2 2 How the Framework fits with other Agreements Pro5 has undertaken extensive market research to ensure that the framework fits alongside other existing agreements available to the UK public sector As the new Government Procurem
22. ll Lairgate Beverley HU17 8HL Contact Name Martin Ruane Position Head of Transformation amp Change Tel 07717 581870 Email martin ruane arvato co uk Website www arvato co uk Atkins Limited Woodcote Grove Ashley Road Epsom Surrey KT18 5BW Contact Name Chris Mulligan Position Local Government Director Tel 01372 75 2023 Email mc leads atkinsglobal com Website www atkinsglobal com 664 Pro5 National Consultancy Services Framework Page 24 of 38 Atos Consulting Ltd 4 Triton Square Regent s Place London NW1 3HG Contact Name Jim White Position Associate Partner Tel 07800 561810 Email jim white atos net Website uk atos net Babcock 4S Limited Bay Tree Avenue Kingston Road Leatherhead Surrey KT22 7UE Contact Name Gavin Jackson Position Business Development Coordinator Tel 01372 834002 Email Gavin Jackson babcockinternational com Website www babcock education co uk BDO LLP 16 The Havens Ransomes Europark Ipswich Suffolk IP3 9SJ Contact Name David Eagles Position Partner Tel 01473 320728 Email david eagles bdo co uk Website www bdo uk com Capita Asset Services 40 Dukes Place London EC3A 7NH Contact Name Nazmin Miah Position Client Executive Manager Tel 0871 664 6819 Email nmiah sector group com Website www sector group com Capita Business Services 17 Rochester Row Westminster London SW1P 1JB Contact Name Martyn Watk
23. lling off customers may wish to undertake a further competition exercise amongst suppliers within one of the framework s categories in order to obtain formal quotations tailored to your precise requirements In conducting a further competition underneath the framework customers will need to Select a consultancy category which is most suitable for your needs See section 3 for further details on the scope of each category Draft your further competition documentation Including the services you require timescales in which services need to be delivered additional terms you wish to include and the basis in which you will evaluate suppliers offers NB Whilst tenders should be evaluated based upon the same or broadly similar criteria used to establish the framework the weightings assigned may be varied If in doubt what to include template documentation is freely available from Pro5 l Issue the further competition documentation to all suppliers within your chosen consultancy category via writing or email You will also need to fix and adhere a time limit which tenders should be returned and keep each tender confidential until this time J Evaluate the tenders submitted You must treat all tenders equally and fairly and evaluate all bids in the way you describe in the further competition documentation 4 Advise all suppliers of the outcome via email or letter You will be required to provide feedback to
24. mail Eva leggett mouchel com Website www mouchel com Organic Resource Agency Malvern Hills Science Park Geraldine Road Malvern Worcestershire WR14 3SZ Contact Name Dr Jon Pickering Position Principal Consultant Tel 01684 585423 Email jpickering o r a co uk Website www o r a co uk 664 Pro5 National Consultancy Services Framework Page 27 of 38 Pell Frischmann Consulting Engineers Ltd 10 Portugal Place Cambridge CB5 8AF Contact Name Stuart Cox Position Regional Director Tel 07958 335217 Email scox pellfrischmann com Website www pellfrischmann com Pick Everard Halford House Charles Street Leicester LE1 1HA Contact Name Chris Trivett Position Business Development Director Tel 0116 223 4400 Email bidhub pickeverard co uk Website www pickeverard co uk PriceWaterhouseCoopers LLP 9 Greyfriars Road Reading RG1 1JG Contact Name Andy Ford Position Partner Tel 07720072100 Email andrew m ford uk pwc com Website www pwc co uk PTS Consulting Group Plc Innovation Centre University Way Cranfield MK43 OBT Contact Name Matthew Perrett Position Operations Manager Tel 07557 747 466 Email Matthew Perrett ptsconsulting com Website www ptsconsulting com Quatrosystem Limited 21 Oak Drive Pulloxhill Bedfordshire MK45 5EQ Contact Name Simon Breese Position Associate Director Tel 01844 275430 Email esoo qsmarketing co uk Website www qsma
25. nal Consultancy Services Framework Page 35 of 38 reporting review meetings etc 5 CUSTOMER RESPONSIBILITIES 5 1 Customer s Responsibilities Set out in Schedule Guidance Include details of any specific requirements responsibilities on the Customer for example the granting of access to the relevant site provision of a telephone line etc You should consider whether you want to include any specific mechanisms to deal with the consequences of a failure by the Customer to comply with its responsibilities e g the Consultant is not able to terminate due to Customer s temporary failure but will be given extra time to fulfil its obligations 5 2 Customer s Equipment Guidance Insert details of any equipment that the Customer is responsible for providing 6 CHARGES AND PAYMENT 6 1 Contract Charges payable by the Customer including any applicable discount but excluding VAT payment profile and method of payment e g BACS set out in Schedule Indicate preferred payment profile by selecting one from delete inappropriate options Monthly in arrears Quarterly in arrears Guidance Insert details of the Contract Charges payment profile and method of payment This should not be substantially or materially different from the Charging Structure set out in Schedule 2 Charging Structure to the Framework Agreement Consider whether payments should be staged and linked to the
26. nt References to clause numbers shall refer to clauses in the Order Terms unless otherwise stated 664 Pro5 National Consultancy Services Framework Page 32 of 38 1 TERM 1 1 Commencement Date Guidance Insert the date on which the Contract is to take effect 1 2 Expiry Date This Contract shall expire on unless terminated earlier pursuant to this Contract Guidance Insert the date on which the Contract is to expire Subject to earlier termination of the Contract in accordance with Clause 23 the Contract shall expire on the Expiry Date provided 2 SERVICES REQUIREMENTS 2 1 Services and Deliverables required Services Set out in Schedule Deliverables Set out in Schedule Guidance Include a description of the Services together with any Deliverables In the event that the Services specification or requirements are particularly detailed or complex consider setting out this information in a separate schedule Details of the Services listed above can be found in Schedule 1 of the Framework Agreement 2 2 Lots under which the above Services are being supplied Guidance Insert the category in which the Supplier has been appointed under 2 3 Performance Delivery Location Premises Guidance Include details of where the Services will be performed Include details of any access conditions and site restrictions include a site plan if necessary 2 4 Standards Quality St
27. ny training that the Customer requires the Consultant to provide to the Customer s staff in relation to the operation of the provision of the Services 4 PERFORMANCE OF THE SERVICES AND DELIVERABLES 4 1 Implementation Plan and Milestones including dates for completion and or delivery Guidance Consider what Milestones should be inserted into the table below together with associated Deliverables and what the dates for achievement of those Milestones should be Also consider whether payments should be linked to the delivery of certain Milestones If so this will need to be tied into Clause 10 Payment and Paragraph 6 of the Order Form An example Implementation Plan as at the Commencement Date is set out below Milestone Deliverables Duration Milestone Customer Delay Date Responsibilities Payments If so required by the Customer the Consultant shall produce a further version of the Implementation Plan based on the above plan in such further detail as the Customer may reasonably require The Consultant shall ensure that each version of the Implementation Plan is subject to Approval The Consultant shall ensure that the Implementation Plan is maintained and updated on a regular basis as may be necessary to reflect the then current state of the 664 Prod National Consultancy Services Framework Page 34 of 38 implementation of the Services The Customer shall have the right to
28. own score 4 4 Contractual Structure A customer wishing to procure using the framework will place an order directly with a supplier Each order is to be accompanied by a set of terms and conditions which will apply to each individual order placed and form a contractual agreement between both parties until the services required under the order have been supplied Alternatively a Customer may run a further competition see section 4 2 is above in which case the terms and Agreement conditions may be amended however amendments must not vary substantially from the original terms and must be clearly communicated to suppliers on the framework Call off Framework accordingly Contract Agreement The contractual structure illustrates the relationship between parties to the agreement For a copy of the order terms and conditions please contact Prod as per the details on page 3 664 Prod National Consultancy Services Framework Page 15 of 38 5 AWARDED SUPPLIERS FOR EACH CATEGORY AND THEIR RATES 5 1 Overview This section of the user guide illustrates the consultancy categories which each supplier has been awarded underneath the framework and their associated day rates 5 2 Pricing Guidance Customers should note that e All day rates quoted are in sterling and exclusive of VAT e Expenses including accommodation subsistence and travel costs are excluded in all cases Should suppliers in
29. ph N y Consultancy Services ESPO Contract 664 Issue No 9 ES O USER GUIDE Contract Period 24 January 2013 to 23 January 2015 EASTERN SHIRES PURCHASING ORGANISATION Barnsdale Way Grove Park Enderby Leicester LEI9 IES Contents 1 INTRODUCTION a orei coda ta ve cee eaten ia oe ete eae cae E ada pala hid o boa danse anal iai dl 3 TA OVERVIEW a Soi chewed a dees a ia i a i di ata a 3 1 2 What the Framework covers nana aaa 3 des EII IBIS CUSTOMEPS cositor cul la ol cela a coal ad 3 1 4 Framework TEN ice vaza ate fact aaa c eee Aes ade Ae di a al a 3 1 5 Benefits of using the Framework nana 4 2 ESTABLISHING THE FRAMEWORK cccccseeeeesssccessssseeeeeeesseceeessneeeeeeeseeooeassnneeeeees 5 2 1 Who established the Frame work ccccccccssssssseccccecseeeeeeeeeceeeeeseeeeeeeeeeeeeseeeseaeeaaees 5 2 2 How the Framework fits with other Agreements nenea 5 2 3 Engagement and Working Groups nenea nana naaana 5 2 4 Tender Evaluationi ici ses cea ai doza cei va dea E caca da Dat e a Data oa i dat 5 2 5 Framework Documentation nnaaae 6 3 CONSULTANCY ADVICE AVAILABLE VIA THIS FRAMEWORK 7 Sd COVEMVIOW sas artes raza i hae Za aud coada ma ag at eae ta be a E r ta ta c Da era ua ca dl Ta 7 4 PROCURING FROM THE FRAMEWORK sssssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 13 Hit JOININE
30. pita Business Services 550 650 725 1 200 Ernst and Young 250 450 845 1 700 Grant Thornton 861 1 041 1 260 1 770 KPMG 400 550 700 950 RedQuadrant 440 500 580 850 Ridge amp Partners 375 562 712 937 664 Pro5 National Consultancy Services Framework Page 20 of 38 LEISURE CULTURE AND HERITAGE Suppier eee SONNE eae ere dus Focus Consultants 2010 300 400 450 525 Grant Thornton 861 1 041 1 260 1 770 RedQuadrant 440 500 580 850 V4 Services 380 450 500 850 MARKETING COMMUNICATIONS AND PR SUPP ue nte Sel UE ul sa AECOM 250 300 450 650 DTW 450 500 600 650 Quatrosystem 250 560 700 990 RedQuadrant 440 500 580 850 Syndicate Communications 223 298 373 448 The Social Marketing Gateway 245 295 395 495 PLANNING VALUATION AND INFRASTRUCTURE Sali encanta SEMEL Saudi coe AMEC E amp I UK 280 360 416 640 Arup 400 500 600 800 Mouchel 402 452 503 653 RedQuadrant 440 500 580 850 URS Infrastructure amp Environment UK 300 350 475 750 664 Pro5 National Consultancy Services Framework Page 21 of 38 REGENERATION AND REDEVELOPMENT Sulla ante SNELL een aer d
31. ppointed suppliers These rates will be applicable to any services commissioned under the framework via the call off route In calling off from the framework customers will need to Select a consultancy category which is most suitable for your needs See section 3 for further details on the scope of each category 1 Identify a supplier within the category that provides best value for money See section 5 for further details on suppliers day rates I Advise your chosen supplier of the services needed and the timescales within which you want the services delivered Once the supplier has confirmed they are able to provide the services complete the order form included in Appendix B and forward a copy to the supplier for signature The order terms and conditions should also accompany the order J Send a copy of the order form to Pro5 as per the contact details on page 3 664 Prod National Consultancy Services Framework Page 13 of 38 Customers may if they wish clarify further details with their chosen supplier to aid their understanding of their services and or pricing Customers should however note that if it is their intention to make a new assessment of suppliers for example they wish to evaluate certain elements of a suppliers proposals then it is likely to be more appropriate to conduct a further competition exercise Further Competition As an alternative to ca
32. rant Thornton House Melton Street London NW1 2EP Contact Name Louise Dale Position Specialist Bid Team Manager Tel 020 7728 3347 Email publicsector bids uk gt com Website www grant thronton co uk Host Policy Research PO Box 144 Horsham West Sussex RH12 1YZ Contact Name Sue Sibley Position Director of Operations Tel 01403 211 440 Email s sibley hostpolicyresearch com Website www hostpolicyresearch com iMPOWER Consulting Limited 14 Clerkenwell Close London EC1R 0AN Contact Name CarolineThrossel Position Business Development Manager Tel 0207 0178030 Email cthrossel impower co uk Website www impower co uk KPMG LLP 15 Canada Square London E14 5GL Contact Name Martin Collins Position Framework Administrator Tel 0207 694 5384 Email psopportunities kpmg co uk Website www kpmg co uk Liberata UK Limited 4 Floor Weston House 246 High Holborn London WC1V 7EX Contact Name Paul Mason Position Business Development Director Tel 0777 1947977 Email paulmason liberata com Website www liberata com Merritt Harrison Catering Consultancy PO Box 309 Guildford GU1 1WS Contact Name Anne Merritt Harrison Position Partner Tel 01483 533962 Email admin merritt harrison com Website www merritt harrison com Mouchel Mouchel 209 215 Blackfriars Road London SE1 8NL Contact Name Eva Leggett Position Senior Sales Support Advisor Tel 07738 958 675 E
33. require the Consultant to include any reasonable changes or provisions in each version of the Implementation Plan i The Consultant shall perform its obligations so as to meet each Milestone by the Milestone Date ii Changes to the Milestones shall only be made in accordance with the Variation Procedure and provided that the Consultant shall not attempt to postpone any of the Milestones using the Variation Procedure or otherwise except in the event of a Customer Default which affects the Consultant s ability to achieve a Milestone by the relevant Milestone Date iii If a Milestone has not been achieved by the relevant Milestone Date the Consultant shall pay to the Customer Delay Payments in accordance with the table above for each day of delay from and including the relevant Milestone Date until and including the date on which the relevant Milestone criteria are actually achieved and the Customer provides the Consultant with confirmation in writing of its satisfaction that the Milestone has been met iv No payment or concession to the Consultant by the Customer or other act or omission of the Customer shall in any way affect the rights of the Customer to recover the Delay Payments pursuant to the provisions of this Paragraph 4 1 of this Order or be deemed to be a waiver of the right of the Customer to recover any such damages unless such waiver has been signed by the Customer expressly made in writing by the Customer and refers specifi
34. ress Telephone Email Lot wish to use Estimated value of work Intend to delete as applicable Supplier awarded if known Proposed contract commencement date Period of contract Signature Date Call off further compete undecided ACKNOWLEDGEMENT To be completed by Pro5 Name Position Signature Date 664 Prod National Consultancy Services Framework Page 31 of 38 APPENDIX B ORDER FORM Pro5 Framework Agreement 664 Consultancy Services This Order Form is issued subject to the provisions of the framework agreement entered into between ESPO and the Consultant on 24 January 2013 Framework Agreement The Consultant agrees to supply the services specified below on and subject to the terms of this Contract and for the avoidance of doubt the Contract consists of the terms set out in this Order Form and the Order Terms together with any appendices thereto Date Order Number To be quoted on all corresponden relating to this Order FROM Customer Customer Customer s Address Invoice Address Contact Ref Name Address Phone E mail Fax TO Consultant Consultant Consultant s Address Account Manager Name Address Phone E mail Fax This Order Form is subject to the Order Terms which form part of the Framework Agreeme
35. rketing co uk Radford Chancellor Ltd 2 Floor Greenfield House 3 The Square Storrington RH20 4DJ Contact Name Radford Chancellor Position Director Tel 0844 500 8350 Email radford radfordchancellor co uk Website www radfordchancellor co uk RedQuadrant Limited 27 29 South Lambeth Road London SW8 1SZ Contact Name Ben Taylor Position Managing Partner Tel 079 3131 7230 Email pro5 redquadrant com Website www redquadrant com pro5 Ridge and Partners LLP The Cowyards Blenheim Park Oxford Road Woodstock Oxfordshire OX20 1QR Contact Name David Walker Position Partner Tel 01993 815100 Email dwalker ridge co uk Website www ridge co uk 664 Prod National Consultancy Services Framework Page 28 of 38 RSK Environment Limited 18 Frogmore Road Hemel Hempstead Hertfordshire HP3 9RT Contact Name Sue Wissgott Position Contract Administrator Tel 01442 437 545 Email swissgott rsk co uk Website www rsk co uk RSM Tenon Limited 1 Hollinswood Court Stafford Park 1 Telford TF3 3DE Contact Name Piers Evans Position Bid Manager Tel 01952 235822 Email bidteam rsmtenon com Website www rsmtenon com Syndicate Communications Limited One Victoria Sqaure Birmingham B1 1BD Contact Name Mark Chambers Position Founding Director Tel 0121 213 5712 Email Mark chambers syndicatecomms co uk Website www syndicatecomms co uk The Social Marketing Gat
36. s provided on page 3 Auditing This category includes but is not limited to advice surrounding e Audit strategies and methodologies e Financial audits e Benchmarking and quality assurance e Internal audits e External audits e Governance risk and internal control Asset Management and Delivery This category includes but is not limited to advice surrounding e Asset acquisitions sale and disposals e Asset maintenance e Asset evaluations and reviews e Asset mapping e Asset liability e Asset rationalisation e Asset management and delivery e Asset remodelling Business Continuity and Resilience This category includes but is not limited to advice surrounding e Business continuity e Risk management and mitigation e Disaster recovery systems and testing Community Research and Engagement This category includes but is not limited to advice surrounding e Academic research e Feedback facilitation e Communication e Public dialogue engagement and e Community research and strategies consultation e Customer insight information e Soft market testing e Demand management e Stakeholder engagement 664 Prod National Consultancy Services Framework Page 7 of 38 Education and Learning This category includes but is not limited to advice surrounding e Academy conversions e Adult education e Behavioural improvement programmes e Curriculum development and learning o e Early
37. sites e Waste policies and strategies 664 Prod National Consultancy Services Framework Page 12 of 38 4 PROCURING FROM THE FRAMEWORK 4 1 Joining the Process Prior to procuring services under the framework customers are required to complete the Customer Access Agreement contained in Appendix A and send this to Pro5 Prod will countersign the agreement and return it to you Completion of the agreement does not commit customers to anything but should you go ahead and use the framework it will form part of your own audit trail helping to evidence the fact that you are procuring using the framework and are therefore exempt from doing time consuming EU compliant advertising and supplier vetting Customers should also ensure that they have the latest version of the user guide by checking the ESPO www espodealingdirect org or Pro5 websites www pro5 org A revised issue number is allocated to the user guide each time supplier or pricing information is updated 4 2 Using the Framework The framework can be used in a number of ways in accordance with Regulation 19 of the Public Contracts Regulations 2006 and any subsequent amendment of re enactment thereof by either calling off or by re opening competition and running a further competition exercise amongst suppliers within one of the framework s categories Calling Off The framework has been established with tendered day rates available from each of the a
38. t NOT include any additional clauses in the event of calling off 13 FORMATION OF CONTRACT 13 1 The Customer shall enter into a Contract by sending this Order Form to the Consultant for the provision of the Services referred to in the Order Form 13 2 The Consultant shall enter into the Contract by returning a signed copy of the Order Form to the Customer 13 3 The Contract shall be formed when the Customer acknowledges receipt of the signed copy of the Order Form BY SIGNING AND RETURNING THIS ORDER FORM THE CONSULTANT AGREES to enter a legally binding contract with the Customer to provide the Services The Parties hereby acknowledge and agree that they have read the Order Terms and the Order Form and by signing below agree to be bound by the terms of this Contract For and on behalf of the Consultant Name and Title Signature Date For and on behalf of the Customer Name and Title Signature Date 664 Prod National Consultancy Services Framework Page 38 of 38
39. those suppliers which have been unsuccessful You may also wish to consider applying a voluntary standstill period as outlined below 4 Complete the order form included in Appendix B and forward a copy to the supplier The order terms and conditions should also accompany the order Send a copy of the order to Pro5 as per the contact details on page 3 664 Pro5 National Consultancy Services Framework Page 14 of 38 4 3 Remedies Rules There is a technical matter which customers should be aware of relating to the award of all contracts called the Remedies Rules If the total value of your contract exceeds a value set by the EU currently this is about 170 000 then a Remedy of Ineffectiveness may apply if the contract award is challenged by an unsuccessful supplier However if you allow a voluntary standstill period which must be of at least ten days between advising suppliers the outcome of the exercise and making a formal award of contract then this avoids the Remedy of Ineffectiveness The way in which suppliers should be advised of the outcome of the tender exercise at the start of the standstill period are set out in Regulation 19 of the Public Contracts Regulations In summary the rules say that you must tell all suppliers the name of the company which won the contract together with the winning score against each of the evaluation criteria you used and the particular suppliers
40. toolkits e Personalisation e Clinical evaluations e Outreach programmes e Commissioning models e Safeguarding e Collaborative working arrangements e Service efficiency plans and improvements e Departmental and service reviews e Service user pathways e Demand management e Technology developments e New service business cases Social Care Children This category includes but is not limited to advice surrounding e Care toolkits e Personalisation e Clinical evaluations e Outreach programmes e Commissioning models e Safeguarding e Collaborative working arrangements e Service efficiency plans and improvements e Departmental and service reviews e Service user pathways e Demand management e Technology developments e New service business cases Treasury Management This category includes but is not limited to advice surrounding e Accounting treatment e Investment reviews and strategies e Credit ratings e Legislation e Codes of practice e Market conditions e Debt management e Prudential indicators e External loan portfolios e Treasury management risks 664 Prod National Consultancy Services Framework Page 11 of 38 Waste and Recycling This category includes but is not limited to advice surrounding e Alternative waste treatment e Waste campaigns e Commercial waste e Waste management investment e Domestic waste programmes e Legislation e Waste permits and accreditations e New waste
41. ul Carley Consult 349 399 499 599 EC Harris 375 475 625 1 150 Ernst and Young 250 450 845 1 700 Focus Consultants 2010 300 400 450 525 The Valuation Office Agency 265 440 470 750 URS Infrastructure amp Environment UK 300 350 475 750 REVENUES AND BENEFITS Seale cancun SONA EN Co Sep Ie Arvato 325 400 490 750 Liberata 325 450 600 725 SOCIAL CARE ADULTS Sai Conte One UMa Sp E Capita Consulting 550 650 725 1 200 Core Assets Consultancy amp Resourcing 550 650 700 750 Ernst and Young 250 450 845 1 700 Mouchel 402 603 653 804 RedQuadrant 440 500 580 850 V4 Services 395 545 640 865 664 Pro5 National Consultancy Services Framework Page 22 of 38 SOCIAL CARE CHILDREN Seale ensue SONNE career eset ta Atkins 550 810 1 050 1 200 Capita Consulting 550 650 725 1 200 Core Assets Consultancy amp Resourcing 550 650 700 750 Ernst and Young 250 450 845 1 700 iMPOWER Consulting 440 800 999 1 600 RedQuadrant 440 500 580 850 TREASURY MANAGEMENT Steal cancun SONS EN rate ane Arlingclose 1 300 1 300 1 300 1 300 Capita Asset Services 450 900 1 000 1 500 WASTE AND RECYCLING Sai Conte One Uma ecient Spas AMEC E amp l UK 280 360 416 696 Atkins 275
42. use to all public sector bodies within the UK including e Educational establishments e Registered charities e NHS and HSC bodies e Registered landlords e Central government departments and e Police Fire amp Rescue Maritime amp Coastguard their agencies Agency Emergency Services Full details of all eligible users is available at www espo org about us ojeu permissible users aspx 1 4 Framework Term The framework commenced on 24 January 2013 and will be in place for an initial period of two years with the option to extend for up to a further two years thereafter Individual contracts awarded under the framework may be of any reasonable duration regardless of when they commenced i e an individual contract may outlive the expiry of the framework itself 664 Prod National Consultancy Services Framework Page 3 of 38 Whilst the Government s procurement guidelines outline that contracts which are awarded under a framework agreement should normally be in place for no longer than four years there is scope for this to vary in some circumstances If in doubt on this point you should consult Prod for advice 1 5 Benefits of using the Framework There are numerous benefits for customers using the framework including It s quick and simple to access Pro5 has already carried out a tender process which is compliant with the Public Contract Regulations 2006 thereby saving valuable time and resources with greatly reduced procur
43. with the Contract 9 TERMINATION 9 1 Undisputed Sums Time Period At least ninety 90 Working Days of the date of the written notice specified in Clause 23 3 3 9 2 Termination Without Cause At least 8 Months thirty 30 Working Days in accordance with Clause 23 4 Guidance The Customer should consider whether it requires the option to terminate on 30 Working Days notice or on 3 months notice 10 CONFIDENTIAL INFORMATION The following information shall be deemed Commercially Sensitive Information or Confidential Information Guidance Include details of any Commercially Sensitive Information identified by the Consultant and the duration it should be confidential for This will assist the Customer in respect of compliance with Freedom of Information Act FOIA 11 AUDIT AND ACCESS 12 months after the expiry of the Contract Period or following termination of the Contract Guidance Insert the time period that the Customer requires the right to audit and have access to Consultant s information for following termination or expiry of the Contract 664 Prod National Consultancy Services Framework Page 37 of 38 12 ADDITIONAL AND OR ALTERNATIVE CLAUSES 12 1 Supplemental requirements in addition to Order Terms 12 2 Variations to the Order Terms Guidance Include any additional clauses required by the Customer above and any variations to the Order Terms Customers mus
44. years development Healthy school programmes School admissions School excellence programmes School improvement plans School remodelling programmes Environmental and Sustainability This category includes but is not limited to advice surrounding e Alternative energy e Archaeology studies e Biodiversity e Carbon foot printing and reduction o e Climate change adaptation and mitigation e e Eco towns e Environmental audits assessments and appraisals Environmental initiatives Environmental legislation Energy efficiency and targets Green technologies Landscape management Pollution Sustainability Facilities Management This category includes but is not limited to advice surrounding e FM delivery models e Property security e Fire risk e Outsourcing of FM services e Premises and caretaking e Reorganisation of FM services Finance This category includes but is not limited to advice surrounding e Actuary and investments e External funding e Financial analysis and reporting e Financial modelling and model reviews e Financial options Financial reviews evaluations and feasibility studies Financial policies and strategies Financial procedures and processes 664 Pro5 National Consultancy Services Framework Page 8 of 38 Food and Catering This category includes but is not limited to advice surrounding e Commercial feasibility and technical reviews
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