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					Lifelong Learning UK
Standards Verification UK



Catalyst Programme
Business Talent
Invitation to Tender for
Business Talent Recruitment
Toolkit
ESR/524/SG/08/35




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Contents
SECTION 1: INTRODUCTION .................................................................................................. 5

1.1       The Catalyst programme .......................................................................................................... 5

1.2       Business Talent ........................................................................................................................ 5

SECTION 2: INSTRUCTIONS AND INFORMATION ON THE TENDER PROCESS ............... 8

2.1 Timetable and administration arrangements ............................................................................... 8

2.2 Intention to submit a tender .......................................................................................................... 8

2.3 Queries ........................................................................................................................................... 8

2.4 Management summary .................................................................................................................. 9

2.5 Return of response ........................................................................................................................ 9

SECTION 3: CONDITIONS APPLYING TO THIS TENDER ................................................... 10

3.1 Contract period ............................................................................................................................ 10

3.2 Incomplete tender ........................................................................................................................ 10

3.3 Receipt of tenders ....................................................................................................................... 10

3.4 Acceptance of tenders ................................................................................................................ 10

3.5 Period for which tenders shall remain valid .............................................................................. 10

3.6 Amendments to the tender documents by LLUK ...................................................................... 11

3.7 Inducements ................................................................................................................................ 11

3.8 Costs and expenses .................................................................................................................... 11

3.9 Debriefing ..................................................................................................................................... 11

3.10 Transfer of Undertakings (Protection of Employment) regulations 1981 .............................. 11

3.11 Evaluation criteria...................................................................................................................... 11

3.12 Variant bids ................................................................................................................................ 12

3.13 Confidentiality ............................................................................................................................ 12
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3.14 Conflict of interest ..................................................................................................................... 12

3.15 Consortia .................................................................................................................................... 12

SECTION 4: SPECIFICATIONS OF REQUIREMENTS ......................................................... 13

4.1 Overview ...................................................................................................................................... 13

4.2 Audiences .................................................................................................................................... 14

4.3 Outputs ......................................................................................................................................... 14

4.4 REQUIREMENTS ............................................................................................................. 16

4.4.1 Capacity, qualifications and experience ................................................................................. 16

4.4.2         Liaison and communication .............................................................................................. 16

4.4.3         Equality and diversity......................................................................................................... 16

4.4.4 Location for delivery of services ............................................................................................. 16

4.4.5 Quality requirements ................................................................................................................ 16

4.4.6 Reporting requirements ........................................................................................................... 17

4.4.7 Contents of proposals .............................................................................................................. 17

SECTION 5: COST AND PRICING......................................................................................... 18

SECTION 6: GENERAL SUPPLIER INFORMATION............................................................. 19

6.2 Contact details of person dealing with tender ........................................................................... 20

6.3 Resource and location ................................................................................................................ 20

6.4 Technical capability ..................................................................................................................... 21

6.5 References ................................................................................................................................... 21

6.6 Quality .......................................................................................................................................... 21

6.7 Management processes .............................................................................................................. 22

6.8 Equal opportunities ..................................................................................................................... 22

6.9 Health and safety ......................................................................................................................... 22
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6.10 Financials ................................................................................................................................... 23

6.11 Insurance.................................................................................................................................... 23

SECTION 7: FORM OF AGREEMENT ................................................................................... 25

SECTION 8: UNDERTAKINGS .............................................................................................. 31

APPENDIX 1: ACKNOWLEDGEMENT OF RECEIPT OF INVITATION TO TENDER (ITT) .. 32

APPENDIX 2: PRODUCT DESCRIPTION….………………………………………………………………




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Section 1: Introduction
1.1 The Catalyst programme

Lifelong Learning UK (LLUK) is the independent employer-led Sector Skills Council for community
learning and development, further education (FE), higher education, libraries, archives and information
services, and work based learning. It provides the strategic perspective for workforce and sector
development across the UK.
LLUK has been commissioned by the Department for Innovation, Universities and Skills (DIUS)
formerly the Department for Education and Skills, to deliver a suite of four programmes set out in the
2006 White Paper „Further Education: Raising Skills, Improving Life Chances‟. The aim of these
programmes (collectively known as the Catalyst programme) is to:
              Ensure that management in the England FE system is world class.
              Ensure that England‟s FE system has teachers, tutors and trainers with the right level of skill
               and expertise to deliver effectively to the sectors they serve.
The programme has a budget for three years, from April 2007 until March 2010, and will achieve its
aims through the delivery of outcomes that include:
              Management and leadership across the FE system improving to match the level of the best.
              FE providers being better able to understand and meet the needs of their local employer
               base through regular interchange of staff, skills and ideas.
              the FE sector no longer having significant skills shortages in key areas - through the
               successful recruitment of teaching staff from a specialist technical or vocational background.
The overall objectives of the programme will be achieved through four key streams of work designed to
support FE colleges, work based, and adult and community learning providers in attracting, retaining
and developing their workforce.
              Make a Difference will encourage highly motivated graduate calibre individuals to pursue a
               management career in the FE sector.
              Business Talent will help training and skills providers recruit experienced managers from
               outside the sector and utilise their skills in FE management.
              Business Interchange will give teachers, tutors and trainers the opportunity to work more
               closely with local businesses and update their practical and vocational skills.
              Give Something Back will provide opportunities for skilled specialists to train to teach in
               the FE sector'.


1.2 Business Talent
The aim of Business Talent is to attract exceptionally talented business people from business and the
public sector into senior management roles in order to bring externally existing skills into the further
education sector this will include entry at both Principal/CEO level and Tier 2 level i.e. Director/Vice
Principal. The programme will particularly encourage applicants from groups currently under-
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represented in FE senior management. Business Talent is a management recruitment programme as
suggested by Sir Andrew Foster in Realising the Potential: a review of the future role of further
education colleges and included in the FE White Paper “Raising Skills: Improving Life Chances”.
This introduction of high calibre business skills and commercial awareness is intended to help the FE
sector move more quickly towards a position where world-class leadership and management is both
achievable and sustainable.
1.2.1 Business Talent – Programme Definition

In order to recruit exceptional business talent into the FE system and support them in leading
improvements in the sector, the programme will:

              Recruit organisations willing to engage with the programme and take advantage of the tools
               developed below (BT toolkit)
              Develop organisational needs-analysis tools to ensure an appropriate strategic business “fit”
               with a candidate best able to address those needs
              Develop tools for candidate selection, including Equality and diversity guidance,
               occupational analysis template, branding and presentation materials ,a person specification
               template, advertising materials, selection of recruitment consultants, materials for the
               application process, creation of the selection process, contract terms and conditions
               template, initial learning assessment materials
              Produce tools to support candidates once in post to include a core induction (an induction to
               the FE sector) a model induction pack (a pro-forma for induction to the employing
               institution), continuous professional development materials (e.g. qualifications development
               framework, individualised learning programme and mentoring service) and a performance
               management template
              Produce a bank of central resources to include recruitment consultants, mentoring service,
               strategic business review resources, assessor recruitment
              Run a marketing campaign to attract potential employees and employers to the programme
               thereby also raising the profile of FE beyond its traditional audience
              Monitor and evaluate the effectiveness of the scheme with a view to developing a
               sustainable recruitment model
              Support the recruitment of employees that increase the diversity of the sector and are
               representative of the learner base
              Capture findings and highlight successes that will be disseminated across the sector
              Put in place the foundations for succession planning and talent management

Business Talent aims to recruit up to 75 experienced professionals into the sector by March 2010. The
programme will particularly encourage applicants from groups currently under-represented in FE senior
management.




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1.2.2 The scope of Business Talent

The scope of the programme will include the recruitment of professionals to employment in the
following types of further education, training and skills providers:

       FE colleges
       Work based learning providers
       Adult and community learning providers
       Sixth form and specialist colleges providing vocational programmes

1.2.3 Current activity
Work being undertaken alongside this work on the recruitment process will result in:
         An integrated strategic communications and PR campaign to develop the identity of
          Business Talent and raise awareness of the programme amongst training and skills
          providers as well as senior managers working in a variety of publicly and private sector
          roles.
         A process for strategic, organisational review of the training and skills provider to identify
          gaps in provision resulting in either a new vacancy being created or an existing vacancy
          being tailored to address the gaps in the FE institution.

The outcome of this tender will be guidance documents and the recruitment process that will be used
following the strategic review.




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Section 2: Instructions and information on the tender
process
These instructions are designed to ensure that all tenders are given equal and fair consideration. It is
important, therefore, that bidders provide all the information asked for in the format and order specified.
If there is any doubt as to what is required, or if bidders have difficulty in providing the information
requested, they should contact tenders@lluk.org, in accordance with the procedure for raising queries
set out in 2.3 below.


2.1 Timetable and administration arrangements
The envisaged key milestones for the tender are shown in the table below.
Event                                                      Date
Issue of „Invitation to tender‟                            21st January 2008
Confirmation of receipt of „Invitation to tender‟ and 30th January 2008
intention to respond by bidders
Final date for receipt of any bidder‟s questions           1st February 2008
Responses to bidder‟s questions circulated                 4th February 2008
Deadline for return of tenders                             11th February 2008
Evaluation of tenders to create shortlist                  20th February 2008
Notification to bidders of short listing outcome           21st February 2008
Pitches from short listed agencies                         27th February 2008
Notification to bidders of tender outcome                  28th February 2008
Commencement of contract                                   29th February 2008


2.2 Intention to submit a tender
Bidders must complete the “Acknowledgement of receipt of invitation to tender” form (Appendix 1),
indicating their receipt of the tender documents and intention to submit a tender or otherwise no later
than 30th January 2008


2.3 Queries
Lifelong Learning UK (LLUK) will endeavour to deal with queries from bidders during the tender period.
Bidders should be aware that, unless a query relates specifically to them, any questions they raise
during the tender period, together with answers, will be circulated to all bidders.

2.3.1 The procedure for dealing with queries:
Bidders should send their questions via email to tenders@lluk.org
Correspondence should clearly quote and should be received no later than 1st February 2008.
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2.4 Management summary
A management summary must be provided with the tender submission and must include the following:
       introduction and company profile
       outline of the proposal, to include a description of how your organisation intends to deliver the
        required service/product, as well as your approach to quality and service management
       summary of costs for the proposed service
       company track record in providing similar services


2.5 Return of response
Bidders must provide three hard copies and a CD of the tender, marked Tenders, LLUK, 4th Floor, 36
Park Row, Leeds, LS1 5JL by 12:00 noon on 11th February 2008 and marked clearly with the tender
reference number ESR/524/SG/08/35.
Please ensure that all responses to questions are in full and are directly below the corresponding
question in the document.
Each section within the „Invitation to tender‟ has been numbered for ease of reference. Your response
to each point must appear under the appropriate heading. Failure to follow this approach will be taken
into account in the assessment of your response.
All questions must be answered fully. However, we do encourage suppliers to expand the scope of
their responses if there is benefit to be gained by LLUK from an alternative view based on other
potential solutions or previous experience.




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Section 3: Conditions applying to this tender
3.1 Contract period
The contract will operate from the commencement date until unless terminated or extended by LLUK in
accordance with its terms.


3.2 Incomplete tender
A tender may be rejected if all the information requested is not provided at the time of tendering.


3.3 Receipt of tenders
Tenders are to be returned by 12 noon on Monday 11th February 2008
Please ensure that your tender is delivered no later than the appointed time. LLUK does not undertake
to consider tenders received after that time.


3.4 Acceptance of tenders
This „Invitation to tender‟ expresses the current intentions of LLUK with regard to this contract. It does
not constitute an offer capable of acceptance and its purpose is to obtain proposals from selected
potential suppliers.
LLUK reserves the right to:
       source any item or service within this tender from another source
       amend its requirements as stated in this „Invitation to tender‟
       not award any contract arising from this „Invitation to tender‟
       not consider any tenders not submitted in the required format.
By issuing this invitation, LLUK is not bound in any way and does not have to accept the lowest, or any
tender, and reserves the right to accept the whole or any specified part. (Note: the contracting party
needs to decide whether a part tender is acceptable)
Nonetheless, in order to obtain best value for money, LLUK reserves the right to clarify with selected,
or all, bidders any terms and conditions of their offers, before the contract is made.


3.5 Period for which tenders shall remain valid
Unless otherwise stated by the bidder, tenders shall remain valid for 90 days from the closing date for
receipt of tenders.




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3.6 Amendments to the tender documents by LLUK
LLUK reserves the right to amend the enclosed tender documents at any time prior to the deadline for
receipt of tenders. Where amendments are significant, LLUK may at its discretion extend the deadline
for receipt of tenders.


3.7 Inducements
Offering an inducement of any kind in relation to obtaining this or any other contract with LLUK will
disqualify the relevant tender from being considered.


3.8 Costs and expenses
Bidders will not be entitled to claim from LLUK any costs or expenses, which they may incur in
preparing their tenders, whether or not their tender is successful.


3.9 Debriefing
Following the award of the Contract, debriefing will be offered to Bidders.


3.10 Transfer of Undertakings (Protection of Employment) regulations 1981
It is LLUK‟s view that Transfer of Undertakings (Protection of Employment) Regulations 2006 (TUPE) is
unlikely to apply to any contract awarded as a result of this tender process. Nevertheless, it is each
bidder‟s responsibility to consider whether or not TUPE applies in the individual circumstances of its
bid, particularly if it is proposing to submit an innovative or variant bid.
If a bidder believes that TUPE will apply as a result of this process, it is requested that LLUK is
advised, giving the reasons, prior to the tender return date.


3.11 Evaluation criteria
The tender process will be conducted to ensure that tenders are evaluated fairly, in order to ascertain
the most economically advantageous tender. The evaluation will be based on the contents of the
written document submitted to LLUK and on any pitch given to LLUK. You may be contacted during
this stage to clarify the content and meaning of details within your response.
Responses to LLUK‟s requirements will be evaluated under the following criteria:
    1. evidence of understanding the brief
    2. demonstration of track record of excellence, preferably involving direct recruitment or
       recruitment support for
        the FE sector
        posts at CEO/Director level
    3. demonstration of organisational capacity and capability to deliver on time and budget
    4. appropriateness of methodologies (including evaluation), timescales, messages and media
    5. evidence of equality and diversity awareness as part of the organisation‟s working practices
    6. demonstration of organisation‟s self monitoring and evaluation processes.
    7. cost
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After the initial scoring process, LLUK may produce a shortlist of the highest-scoring tenders and may
invite a presentation from each short-listed organisation and visit the premises of each one. LLUK may
also wish to visit a representative site(s), where a similar service is already being provided, or to take
up references.


3.12 Variant bids
LLUK will not accept or evaluate any variant bids, alternative pricing mechanisms or methods of
provision of the services or goods specified.


3.13 Confidentiality
LLUK will not disclose to any third party information, which is supplied in tenders and marked as
confidential. All other information supplied by bidders to LLUK will similarly be treated in confidence
except that references may be sought from banks, existing or past clients, or other referees submitted
by the Bidders.


3.14 Conflict of interest
Bidders are required to confirm that they are not aware of any conflict of interest or any circumstances
that could give rise to a conflict of interest in the performance of the proposed Contract.


3.15 Consortia
Bids from multi-disciplinary organisations and specially formed consortia are encouraged, but all
organisations in specially formed consortia must be identified in the response to the „Invitation to
tender‟. Each group or consortium will be required to nominate a lead partner, with which LLUK can
contract, or to form themselves into a single legal entity before contract award. In the case of group
bidders or consortia, each service provider will be required to become jointly and severally responsible
for the contract before acceptance.
If the tenderer is a group bidder or consortium, each member of the consortium must be identified
separately as part of the response to this ‟Invitation to tender‟.
If the tenderer is a member of a group of companies, they should provide information only about
themselves and not about the group as a whole (except where group information is specifically
requested by the question).




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Section 4: Specifications of requirements
4.1 Overview
Between now and March 2010, Lifelong Learning UK‟s Catalyst programme will work with further
education training and skills providers to increase the diversity of the further education (FE) workforce
and ensure it has the necessary skills to deliver exceptional teaching and training to every sector;
backed by world class leadership.

Business Talent is one of two programmes in the Catalyst suite to develop management and
leadership within FE. Business Talent aims to attract exceptionally talented business people to bring
their public or private (non FE) experience to the further education sector; this would include entry at
both Principal/CEO and Tier 2 level i.e. Director/Vice Principal.

Initial research has indicated there are about 2000 senior management posts across FE where
Business Talent candidates might be appropriate. As there is a very low annual churn rate in these
posts, the maximum annual capacity in the sector would be unlikely to exceed 60 candidates. There
are significant structural and cultural barriers to the employment of senior managers from outside the
sector that will need to be overcome. The overall objective is to recruit 75 talented business people
(cumulatively, 10 by September 2008, 35 by March 2009 and 75 by March 2010.

LLUK wishes to engage a recruitment specialist to develop a recruitment process and produce a
recruitment toolkit for use by learning and skills providers for attracting high-level professionals from
industry (private and public sector) into FE.
The recruitment process should include guidelines on how the selection and recruitment process will
work.


Following the completion of the recruitment process, a recruitment toolkit should be produced to
compliment the recruitment process. The recruitment toolkit should include the following:
   An occupational analysis template
   Guidance documents for Continuing Professional Development (CPD), (how to commit participants
    to complete CPD and how to commit hosts to provide CPD)
   Recruitment templates for person specifications and job descriptions which include reference to
    CPD and Equality and Diversity
   Templates for recruitment advertisements
   Guidelines for the application process (stage by stage guidelines)
   Guidelines on selection and recruitment process
   A template for employment contracts including terms and conditions (including Equality & Diversity
    and CPD)
   Equality & Diversity should be adhered to in all documents

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   All documents must adhere to Catalyst branding. Catalyst brand guidelines are available on
    request.


The tender applicant must have successful recruitment experience, show evidence of working with the
lifelong learning sector, ideally having experience in working with organisations in the sector.
Applicants must also have experience of working with industry; which includes public and private
sector.

LLUK welcomes ideas for a recruitment toolkit to ensure the Business Talent recruitment process runs
smoothly and efficiently. The toolkit must be fit for purpose and easy to use.

4.2 Audiences
The recruitment toolkit will be used by learning and skills providers as a manual for the recruitment
process. However aspects will need to appeal to the Business Talent candidate, specifically the
recruitment advertisements and CPD for successful candidates. Person specifications, job descriptions
and employment contracts must be tailored to meet the needs of both audiences (Further Education
and industry candidates).
The FE audience includes principals, governors, directors, chief executives, HR managers and staff
development managers representing:
               FE colleges, including 6th form and specialist colleges (particularly governors and
                leaders from FE)
               Publicly funded work based learning providers
               Local adult and community learning providers
The candidate audience includes senior managers, directors and chief executives currently working in
the public or private sector in the UK. This audience will have had no previous experience working in or
with FE.
Once the toolkit is produced, learning and skills providers will be the main users, however it will also be
used by central resource management (CRM) who will be collating responses to the recruitment
process. As such it is essential that the recruitment specialist and the CRM work together to ensure the
toolkit is fit for purpose and easy to use.


4.3 Outputs
4.3.1 Business Talent identity
A clearly identifiable identity for Business Talent is being developed separately taking into account the
creation of a sense of „exclusivity‟, creating a project that people are proud to be involved in as well as
the extensive promotion of the long lasting benefits of Business Talent (culture change, benefits to the
community, benefits to skills, benefits to the UK economy).

This work on the identity of Business Talent and the overarching identities of Catalyst and LLUK should
be maintained through the development work. Catalyst brand guidelines are available on request.

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The toolkit needs to be suitable for the audiences who will be using it and reflect the Business Talent
identity.

4.3.2 Recruitment toolkit outputs
LLUK welcome responses which address each of the following and evaluate its appropriateness to
each of the key audiences. Product descriptions should be provided for recommended outputs which
include how each element will run, who will be involved, the reasoning behind it and what the intended
outcomes will be.

       Strategy; identifying methods for creating the recruitment toolkit taking into account the target
        audiences
       Development of appropriate process for recruitment of Principals/CEOs and Director/Vice
        Principals to employing institutions in the FE sector
       Branding of recruitment toolkit as LLUK, Catalyst and predominantly Business Talent
       A toolkit that is fit for purpose and easy to use for both audiences
       Work with CRM to establish ease of use
       Relationship building with learning and skills providers to ensure their needs are met
       CPD fully explored and options presented
       Explore options to promote Equality & Diversity in the toolkit
       Evaluation of toolkit to ensure it is easy to use

4.3.2a Approach
Achieving the above is unlikely to be possible without consideration of the following suggested
approach:
    1. Development of a detailed work plan
    2. Research into methods currently used to successfully recruit individuals to CEO/Director posts
       (include consideration of additional services such as assessment centres, recruitment agencies,
       “headhunters”)
    3. Convening focus groups of potential employers from FE to agree key messages and proposed
       recruitment methodologies. Focus groups to include participants from further education
       colleges, adult and community learning providers, private work based learning providers and
       Sixth form colleges.
    4. Consultation with group of individuals who may be suitable recruits for the Business Talent
       programme to ascertain what their expectations of the recruitment process include. Special
       reference should be made to the inclusion of currently underrepresented groups in FE
       management amongst these individuals.
    5. Identify, cost and make recommendations on supporting agencies (recruitment, assessment
       etc) to support proposed recruitment process
    6. In collaboration with printers/production companies, produce recruitment materials.
    7. Make recommendations for the evaluation of recruitment process and toolkit (monitoring and
       evaluation criteria and methodology will be agreed with the Catalyst Programme Design
       Manager)

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    8. A commitment to equality and diversity
    9. Full „buy-in‟ of the aims and vision of Business Talent


4.4 Requirements

4.4.1 Capacity, qualifications and experience
Tenderers must demonstrate:
    previous experience of developing and delivering recruitment processes and accompanying
      documentation (e.g. toolkits)
    experience of working with the lifelong learning sector, e.g. FE, work based learning and/or
      personal and community development learning organisations and with public/private sector
      management
    experience of working with support agencies to senior level recruitment
    an understanding of training/skills and the work of the sector skills councils
    appropriate levels of capacity to deliver the toolkit within the specified timeframe.

4.4.2    Liaison and communication
Tenderers should demonstrate the ability to manage effective communication and liaison mechanisms
with relevant individuals, e.g. learning and skills providers, CRM. Regular liaison will also be required
with the LLUK Project Manager and other managers in the programme executive team.

4.4.3    Equality and diversity
Applicants to tender should demonstrate their knowledge of equality and diversity issues, and an
understanding of their particular significance within the Further Education sector. Ideally, applicants
should also be able to demonstrate previous experience of designing positive action work (e.g. „support
to compete‟ initiatives), with respect to encouraging participation from under-represented groups, and
ideally, they should also provide a copy of their Single Equalities Scheme (or separate schemes for
Race, Disability, and Gender) upon application.

All documentation should be written in clear, „plain‟ English and available in editable formats. Careful
use of photos and images should be used to positively promote attitudes towards currently under-
represented groups and to challenge possible negative stereotypes or occupational segregation (e.g.
women/men or certain ethnic groups).

4.4.4 Location for delivery of services
Applicants should be prepared to work and travel throughout England in order to meet the project
requirements and agency staff will be expected to attend regular meetings at LLUK‟s Leeds office.

4.4.5 Quality requirements
The applicant will be expected to comply with LLUK‟s quality management plan for the programme. It is
expected that product descriptions will be produced by LLUK and agreed for all outputs, before delivery
work is commenced.

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4.4.6 Reporting requirements
It is a requirement that the applicant will provide a weekly checkpoint report, in a format defined by
LLUK, giving details of:
       work completed in the previous period
       work planned for the next period
       progress against milestone
       any issues, problems or risks
       costs incurred and costs invoiced to date.

4.4.7 Contents of proposals
All proposals should include the following:
  1. product description for the development of recruitment process and attendant recruitment toolkit
  2. a detailed programme describing aims, objectives and methodologies, in the context of producing
     a Business Talent recruitment toolkit.
  3. a weekly schedule of outputs, including milestones expressed as a Microsoft project plan or Gantt
     chart or similar
  4. project management information including start dates, total budget and budget breakdown for the
     duration of the project – to include all costs e.g. staff, travel and subsistence, materials costs, and
     direct costs associated with the toolkit (e.g. design and print) where available, including VAT if
     applicable
  5. an outline of proposed roles and CVs of key staff

4.5 Outputs
The applicant will be required to deliver the initial outputs specified by the milestone dates set out in the
following table.
 Ref.           Output/Milestone                                                Date
 1.0            Initial research of recruitment methodologies                   10 March 2008
 2.0            Draft of recruitment process to follow including use            24 March 2008
                of appropriate recruitment support agencies. Draft to
                include recommendations and costs for agencies.
 3.0            Draft of recruitment toolkit to support agreed                  7 April 2008
                recruitment process
 4.0            Toolkit production and execution                                21 April 2008


 5.0            Delivery of materials                                           May 2008



NB further milestones relating to campaign monitoring and control will be added by mutual
agreement at the pre-contract stage.

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  Please provide your detailed proposal for meeting our requirements here:




4.6       Further information to be supplied on commencement of contract:
         Detailed design of the Business Talent programme including implementation plan and
          background research as well as initial design outline for recruitment process
         Catalyst programme definition document
         Catalyst programme blueprint
         Business Talent benefits document
         Catalyst sector engagement strategy
         Catalyst brand guidelines


Section 5: Cost and pricing
Please provide details of your cost proposal for providing the required products/services to LLUK.


Please state the price excluding VAT and including VAT.


 Please provide your answer here:




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Section 6: General supplier information
This section of the „Invitation to tender‟ details the information that you should provide about your
company‟s background and relevant experience.

6.1 General company information
Company name


Company address


Phone number


Fax number


Registered office address


VAT number


Company registration number


Website


Can you receive payment by BACS?
If your organisation is a member of a
group of companies, please give the
name and address of the holding
company
Please indicate the number of employees
in your organisation and companies
acting in partnership (where relevant),
who are engaged in providing product(s)
or service(s) related to that/those you are
proposing to supply. Please separate full-
time employees from contractors, by
specified functions.




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Has any director, partner or associate of
the company ever been employed by the
LLUK group of companies? If so, please
provide details.
Is any director, partner or associate of
the company involved with another
company tendering for this contract? If
so, please provide details.


6.2 Contact details of person dealing with tender
                 NAME OF THE PERSON DEALING WITH THIS SUBMISSION
Full name
Position
Telephone
Fax
E-mail


6.3 Resource and location
Please describe where the work would be carried out. Where there is more than one location, please
describe how you will ensure an effective management process across the various locations.

 Please provide your answer here:



Please provide details of the resources you expect to use to service the Contract. Also include an
organisational chart indicating responsibilities, reporting lines and whether the staff will be employed
full-time on this contract. Please also indicate in each case whether you expect staff to be drawn from
within your organisation or be newly recruited. Other information to be included:
       names and positions held of key staff
       curriculum vitae for each member of key staff
       plan for the training of staff to be employed on the Contract.

 Please provide your answer here:




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6.4 Technical capability
Please provide details of similar contracts for the provision of products or services of this nature, which
your organisation has delivered to other customers. This should include information on the scale, size,
and duration of contract.

 Please provide your answer here:




6.5 References
Please provide details of referees for current or previous customers related to services, which you are
proposing to supply to LLUK.
                              Referee 1                     Referee 2               Referee 3
Company name
Address
Contact name
Position in company
Telephone number
Fax
E-mail address
Value of contract
Duration of contract
How long have you
held/did you hold this
contract?


Has your organisation, or any of your proposed partners, ever had a contract or employment
terminated under the terms of that contract? If yes, please give details.

 Please provide your answer here:




6.6 Quality
Please provide information on any quality accreditation, strategy or plans.




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 Please provide your answer here:



Please detail your methodology for quality assuring service provision to LLUK.

 Please provide your answer here:



Please provide information on your complaints procedure.

 Please provide your answer here:



Please provide information on your customer feedback procedure.

 Please provide your answer here:




6.7 Management processes
Please detail any internal processes, which would be in place within your organisation to handle the
contract on a day-to-day basis, e.g. performance measurement, progress reviews and reporting, issue
escalation, change control.

 Please provide your answer here:




6.8 Equal opportunities
Does your organisation have a policy as an employer to comply with statutory obligations under the
Race Relations Act 1976? If so, please enclose a copy of your Equal Opportunities Policy.

 Please provide your answer here:



6.9 Health and safety
Please enclose a copy of your organisation‟s health and safety policy and/or other declaration,
information or instruction issued by your organisation as necessary, to protect the health, safety and
welfare of your employees.



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 Please provide your answer here:




6.10 Financials
Please enclose copies of your organisation‟s audited accounts and annual reports for the last three
years. This should include the balance sheet, profit and loss account, notes to the accounts and
director‟s/auditor‟s report.
If your organisation‟s accounts and annual reports are consolidated into those of your parent company
or group, then for each of the last two years please provide for your organisation, your organisation‟s
turnover, profit before tax and net assets.

 Please provide your answer here:



Are there any outstanding claims or litigation against your organisation and/or holding company? If yes,
please give details.

 Please provide your answer here:



Please provide the name and address of your organisation‟s bankers.

 Please provide your answer here:




6.11 Insurance
Please provide details of your organisation‟s insurance cover.




Please give details of your organisation‟s employers liability insurance.


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Insurer:
Address of
insurer/broker:
Policy number:
Expiry date:
Limit of
indemnity:


Please give details of your organisation‟s public liability (third party) insurance.
Insurer:
Address of
insurer/broker:
Policy number:
Expiry date:
Limit of
indemnity:


Please give          Details of your organisation‟s professional indemnity insurance.
Insurer
Address of
insurer/broker
Policy number
Expiry date
Limit of
indemnity




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Section 7: Form of agreement

THIS CONTRACT IS MADE on

BETWEEN:

PARTIES
1.      Lifelong Learning UK (LLUK), whose registered office is situated at 5th Floor, St Andrew‟s
        House, St Andrew Street, London, EC4A 3AY ("the Company"); and

2.      [ ] ("the Contractor").


RECITALS
The Contractor has agreed to provide services to LLUK in relation to the programme to develop national
marketing and recruitment campaigns on the terms and conditions set out in this contract and for the
purpose and objectives set out in Schedule 1.

The Company's reference for this Contract is [ ].

1.       DEFINITIONS
1.1     In this Contract the following words shall have the following meaning:-
        “LLUK” means Lifelong Learning UK whose role is to promote training and development in the
        further education sector;
         "the Company‟s Contract Manager" means [ ], or their replacement in accordance with
         Clause 5.1;
         “the Contractors Contract Manager” means [ ], or their replacement in accordance with
         Clause 5.2;
         “the Company‟s Project Manager” means [ ], or their replacement in accordance with Clause
         5.1;
         “the Contractors Project Manager” means [ ], or their replacement in accordance with
         Clause 5.2;
        "the Services" means the services to be performed by the Contractor as described in
        Schedule 1;
        "the Act" means the Copyright Designs and Patents Act 1988;
        "Copyright" means any and all Copyright, design rights (as defined by the Act) and all other
        intellectual property and other rights of a like nature which may, during the course of this
        Contract, come into existence in or in relation to any Work (or part thereof);

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        "taxes" includes income tax, sales taxes and or Value Added Taxes of any applicable
        jurisdiction.
        "Work" means any and all works including but not limited to literary, dramatic, musical and
        artistic works, sound recordings, films, broadcasts or cable programmes, typographical
        arrangements and designs (as defined by the Act) which are created from time to time during
        the course of the Contract by the Contractor or by or together with others at the Contractor's
        request or on its behalf and where such works directly relate to or are created in respect of the
        performance of this Contract or any part of it.
1.2     References to "Contract" mean this Contract and the schedules hereto. References to clauses
        and schedules mean clauses of and schedules to this Contract. The provisions of the
        schedules shall be binding on the parties as if set out in full in this Contract.
1.3     References in this Contract to statutory provisions include subsequent enactments,
        amendments and substitutions relating to that provision and to any regulations made under it.
1.4     References to the singular include the plural and vice versa and references to any gender
        include all genders. References to a person include any individual, firm, unincorporated
        association or body corporate.

2.      COMMENCEMENT AND CONTINUATION
2.1     This Contract will take effect from [ ] from which date the Contractor commenced providing the
        Services and the Contractor shall complete the Services on or before [ ].

3.      CONTRACTOR'S OBLIGATIONS
3.1     The Contractor will provide the Services promptly with reasonable skill and care and to the best
        of his ability so as to meet the objectives and outcomes set out in the Schedules and otherwise
        in accordance with the provisions of this Contract.
3.2     The Contractor will comply with the various provisions (including accounting and information
        provisions) of Schedule 2.
3.3     The Contractor will provide all necessary plant, machinery, hardware, software and assets of
        whatever description necessary for it to duly perform its obligations pursuant to this Contract.

4.      COMPANY'S OBLIGATIONS
4.1     The Company will comply with the payment provisions of Schedule 2 provided that the
        Company has received complete and accurate information and documentation as required by
        Schedule 2 to be submitted by the Contractor.
4.2     The Company shall not make use of the services of any of the Contractor‟s Staff provided or
        introduced by the Contractor during the previous 12 months (other than pursuant to this
        Agreement or through an appointment as an employee following an open and publicised
        recruitment process).

5.      MANAGEMENT
5.1     The Company shall be entitled to specify a replacement or, replacements, for its Contract
        Manager and or Project Manager, which it shall promptly notify to the Contractor in writing.
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5.2     The Contractor shall be entitled to specify a replacement or, replacements, for its Contract
        Manager and or Project Manager, which it shall promptly notify to the Company in writing.
5.3     The Contractor shall promptly comply with all reasonable requests or directions of the Contract
        Manager in respect of the performance of the Services.
5.4     The Contractor shall address any enquiries about procedural or contractual matters in writing to
        the Contract Manager. Any correspondence relating to this Contract shall quote the reference
        number set out in the Recital to this Contract.
5.5     The Contractor will procure that its employees, agents and any permitted sub-contractors will,
        when entering on to the Company's premises, comply with all security and health and safety
        measures imposed by the Company from time to time including, where relevant the use of
        photo passes or other passes. The Contractor shall ensure that any pass is returned to the
        Company when it is no longer required.

6.      WARRANTY
6.1     The Contractor warrants to the Company that the obligations of the Contractor under this
        Contract will be performed with due care and diligence and to such high standards of quality as
        it is reasonable for the Company to expect in all circumstances from a specialist skilled provider
        of services such as the Contractor.
6.2     Without prejudice to any other remedy, if any part of the Services is not performed in
        accordance with this Contract then the Company shall be entitled to require the Contractor
        promptly to re-perform or replace the relevant part of the Services without additional charge to
        the Company.
6.3     The Company shall inform the Contractor in writing if the outputs have not been achieved in
        accordance with the relevant sections in Schedule 1 or the Company requires the Contractor to
        improve the quality of the work done. The Contractor must respond in writing within 10 days.
6.4     In the event of a dispute between the parties arising from 6.2 or any other clauses, the parties
        shall use their best endeavours to resolve the dispute within 14 days of the dispute arising. If
        the dispute remains unresolved, the parties will attempt to settle it by mediation in accordance
        with the Centre for Mediation Resolution Model Procedure.

7.      TERMINATION
7.1     This Contract may be terminated by either party by giving the other party at least 30 days notice
        in writing.
7.2     In the event of any breach of this Contract by either party, the other party may serve a notice on
        the party in breach requiring the breach to be remedied within a period specified in the notice
        which shall be reasonable in all the circumstances. If the breach has not been remedied by the
        expiry of the specified period, the party not in breach may terminate this Contact with immediate
        effect by notice in writing.
7.3     In the event of a material breach of this Contract by either party, not reasonably capable of
        remedy, the other party may terminate this Contract with immediate effect by notice in writing.
7.4     This Contract may be terminated by the Company with immediate effect by notice in writing if at
        any time:-

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        7.4.1   the Contractor becomes insolvent or enters into receivership whether voluntarily or as
                the result of a Court Order; or
        7.4.2   the Contractor files for bankruptcy or protection from its creditors, in accordance with
                any law applicable in any applicable territory or jurisdiction.

8.      STATUS OF CONTRACTOR
8.1     The Contractor will at all times during the term of this Contract be an independent contractor.
8.2     In carrying out its obligations under this Contract the Contractor agrees that it will be acting as
        principal and not as the agent of the Company.
8.3     The Contractor shall not say or do anything that may lead any other person to believe that the
        Contractor is acting as the agent of the Company.

9.      INSURANCE
9.1     As an independent contractor it is a condition of this agreement that the Contractor will be
        responsible for ensuring that it is covered during the term of the agreement by suitable
        professional indemnity insurance.
9.2     The Contractor will, on demand, produce to the Company a current professional indemnity
        insurance certificate for examination and copying.

10.     COMPLIANCE WITH LEGISLATION
10.1    In carrying out this Contract the Contractor shall comply in all respects with all relevant
        legislation and in particular:-
        10.1.1 the Contractor shall not commit an act of discrimination rendered unlawful by the Sex
               Discrimination Act 1975 or the Race Relations Act 1976; and
        10.1.2 the Contractor shall when on the Company's premises comply with all relevant
               requirements contained in or having effect under the legislation relating to health, safety
               and welfare at work.
10.2    The Contractor shall not offer to give, or agree to give, to any member, employee or
        representative of the Company any gift or consideration of any kind as an inducement or reward
        for doing or refraining from doing, or for having done or refrained from doing, any act in relation
        to the obtaining or execution of this or any other contract with the Company or for showing or
        refraining from showing favour or disfavour to any person in relation to this or any such contract.

11.     COPYRIGHT
11.1    The Contractor agrees that the Company shall be legally and beneficially entitled to copyright
        and all other intellectual property rights whatsoever in any Work produced for the Company and
        accordingly in consideration of the payment of £1 the Contractor hereby assigns by way of
        future assignment and any other rights it may have in relation to any work to the Company any
        and all residual title to which it may have in any copyright or other intellectual property rights
11.2    The Contractor undertakes that it shall, from time to time, take all such steps and execute all
        such documents as the Company may reasonably require to fully vest in the Company any and
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        all residual title, whether legal or beneficial, to the Copyright and any other rights it may have in
        relation to any work.
11.3    The Contractor hereby waives any rights it may have in relation to any Work and warrants that
        no third party has any rights of any kind in relation to any Work.

12.     CONFIDENTIALITY
12.1    Unless the Company notifies the Contractor otherwise, all documents and information provided
        by the Company to the Contractor during or in connection with the performance of this Contract
        shall be treated as confidential. Such documents and information shall not be used by the
        Contractor except for the purposes for which they were made available and such documents
        and information shall not be disclosed by the Contractor to any other person without the prior
        written consent of the Company. The above restriction shall not apply to information which:-
        12.1.1 is already in the public domain otherwise than due to a breach of the Contractor‟s
               obligations; or
        12.1.2 is disclosed to the Contractor without any obligation of confidence by a third party who
               has not derived it directly or indirectly from the Company; or
        12.1.3 is trivial or cannot reasonably be considered to be confidential.
12.2    The Contractor undertakes to make no reference in any advertising or other promotional
        material to this Contract or the Company without the prior written consent of the Company.

13.     RECOVERY OF SUMS DUE
13.1    Whenever any sum of money shall be recoverable from or payable by the Contractor to the
        Company, the Company may deduct the same from any sum then due to the Contractor or
        which at any time thereafter may become due to the Contractor either under this Contract or
        under any other contract with the Company.

14.     INDEMNITY
14.1    The Company agrees to make payments under this Contract on the basis that the Contractor is
        either a registered company, partnership or self employed and the Company are therefore not
        liable to payment of any income tax or national insurance contributions or any other taxes
        arising out of payment under this Contract. In any event the Contractor agrees to indemnify the
        Company against any and all liability to pay any taxation, national insurance contributions or
        similar liabilities or contributions and any costs, claims or expenses relating thereto including
        (without prejudice to generality) interest and penalties.

15.    AMENDMENT OR VARIATION
15.1    No amendment or variation to this Contract shall be effective unless it is in writing and signed
        by or on behalf of each of the parties hereto.




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16.     WAIVER
16.1    No delay by or omission of the Company in exercising any right, power, privilege or remedy
        under this Contract shall operate to impair such right, power, privilege or remedy or be
        construed as a waiver thereof. Any single or partial exercise of any such right, power, privilege
        or remedy shall not preclude any other or further exercise thereof or the exercise of any other
        right, power, privilege or remedy.

17.     NOTICES
17.1    Any notices to be given under this Contract shall be in writing and delivered personally or sent
        by first class post or by facsimile transmission to the Contract Manager (in the case of a notice
        given by the Contractor). Any such notice shall be deemed to be served, if delivered
        personally, at the time of delivery, if sent by post, 48 hours after posting or, if sent by facsimile
        transmission, 12 hours after proper transmission.

18.     LEGALITY
18.1    If any term of provision of the Contract or the Schedules shall be held to be illegal or
        unenforceable in whole or in part such term or provision or part shall to that extent be deemed
        not to form part of this Contract but the validity of the remainder of this Contract shall not be
        affected.

19.     LAW AND JURISDICTION
19.1    The applicable law of this Contract shall be English law and this Contract will be governed by
        and constructed in accordance with English Law. Unless the parties hereto otherwise agree in
        writing, the English Courts shall have exclusive jurisdiction and each of the parties hereto
        submit to such jurisdiction accordingly.




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Section 8: Undertakings
When you have completed the document, please ensure that:
         you have fully answered all appropriate questions
         you have enclosed all documents requested
         you have read and signed the section below.
This undertaking is to be signed by a senior person on behalf of the organisation making this
application.
My/our organisation in completing this tender has considered the specification of requirements and
I/we certify that my/our organisation is interested in performing the services set out in it.
I/we certify that the information supplied is accurate to the best of my knowledge and that I accept the
conditions and undertakings requested in the tender. I/we understand and accept that the provision of
false or inadequate information could result in the rejection of this application.
I/we declare that I am/we are not aware of any conflict of interest or any circumstances, which could
give rise to a conflict of interest in the performance of the proposed Contract.
This Tender shall remain open for acceptance by LLUK for a period of 90 days after the due date for
return of tenders specified in your „Invitation to tender‟.


Signed:                 [                           ]    Name:            [                   ]


Date:                   [                           ]


In the capacity of:     [                                         ]


Duly authorised to sign tenders on behalf of:


Name of company:        [                                         ]




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Appendix 1: ACKNOWLEDGEMENT OF RECEIPT OF
INVITATION TO TENDER (ITT)
ITT reference: ESR/524/SG/08/35
ITT title: Business Talent Recruitment Toolkit tender

Please complete the following immediately on receipt of the „Invitation to tender‟ and return it to:
Tenders
ESR/524/SG/08/35
Lifelong Learning UK
4TH Floor
36 Park Row
Leeds
LS1 5JL.

Company name and address



E mail address

Date of receipt of „Invitation to tender‟ ………………………………….


Please tick one of the following boxes to indicate your intention.


We intend to respond to the ITT


We do not intend to respond




Signature                   …………………………………………………..


Name                        ………………………………………………….


Position in organisation ………………………………………………….

Date                        ………………………………………………….

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Product Description Template:

Title
Person Responsible
Purpose


Composition


Derivation
Format and Presentation
Quality Criteria


Required Skills &
Knowledge to Check
Quality
Quality Review Team


Quality Review Method
Approval/Sign-off




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