The Litmus Partnership: EXCALIBUR Academies Trust ~ Catering Tender

UK-Marlborough: School catering services.
Section I: Contracting Authority
      I.1) Name and addresses
             Excalibur Academies Trust
             Excalibur Academies Trust, Granham Hill, Marlborough, SN8 4AX, United Kingdom
             Tel. +44 1276673880, Email: tenders@litmuspartnership.co.uk
             Main Address: https://www.excalibur.org.uk/
             NUTS Code: UKK1
      I.2) Joint procurement
      The contract involves joint procurement: Yes.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://litmustms.co.uk/respond/8232E3854F
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Education

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: EXCALIBUR Academies Trust ~ Catering Tender       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      55524000 - School catering services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The successful Supplier will be required to provide Catering Services for EXCALIBUR Academies Trust at the following nine locations:
1.Ashton Park Secondary School, Blackmoors Ln, Bower Ashton, Bristol BS3 2JL
2.Redland Green Secondary School, Redland Ct Rd, Bristol BS6 7EH
3.Fairfield High School, Allfoxton Rd, Horfield, Bristol BS7 9NL
4.John O’Gaunt School, Priory Rd, Hungerford RG17 0AN
5.Ashton Vale Primary School, Avebury Rd, Bristol BS3 2QG
6.Compass Point Primary School, South St, Bedminster, Bristol BS3 3AU
7.Luckwell Primary School, Breach Rd, Bristol BS3 3ET
8.Lambourn Primary School, Edwards Hill, Lambourn, Hungerford RG17 7LJ
9.May Park Primary School, Coombe Road, Bristol, Avon, BS5 6LE       
      II.1.5) Estimated total value:
      Value excluding VAT: 7,190,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      Not Provided       
      II.2.3) Place of performance:
      UKK1 Gloucestershire, Wiltshire and Bristol/Bath area
      
      II.2.4) Description of procurement: The successful Supplier will be required to provide Catering Services for EXCALIBUR Academies Trust at the following nine locations:
1.Ashton Park Secondary School, Blackmoors Ln, Bower Ashton, Bristol BS3 2JL
2.Redland Green Secondary School, Redland Ct Rd, Bristol BS6 7EH
3.Fairfield High School, Allfoxton Rd, Horfield, Bristol BS7 9NL
4.John O’Gaunt School, Priory Rd, Hungerford RG17 0AN
5.Ashton Vale Primary School, Avebury Rd, Bristol BS3 2QG
6.Compass Point Primary School, South St, Bedminster, Bristol BS3 3AU
7.Luckwell Primary School, Breach Rd, Bristol BS3 3ET
8.Lambourn Primary School, Edwards Hill, Lambourn, Hungerford RG17 7LJ
9.May Park Primary School, Coombe Road, Bristol, Avon, BS5 6LE
Full details in relation to the above schools can be found on the EXCALIBUR Academies Trust website: https://www.excalibur.org.uk/
EXCALIBUR Academies Trust may grow further, with several additional schools becoming part of the Trust during this contract period. The provision of catering services at these schools if they have joined the Trust, or ended their current catering contract, may fall under the scope of this contract. The successful Supplier will be expected to provide this service at these additional schools using the same costing model applied to the successful tender submission. The duration of contract for these schools will not be increased and they will join the contract for the remaining contract period that exists at the point of entry into the contract.
The following Schools shall engage with the successful contractor, post award, to consider joining the main EXCALIBUR Trust contract when their current catering arrangements end:
1.Burbage Primary School, Blackman's Ln, Burbage, Marlborough SN8 3TP
2.Great Bedwyn Primary School, Farm Ln, Great Bedwyn, Marlborough SN8 3TR
3.Oare Primary School, Oare, Marlborough SN8 4JL
4.Ogbourne Primary School, High St, Marlborough SN8 1SU
Pupil roll numbers across all eight sites is currently circa 5586.
Estimated annual turnover value based on the current Universal Free School meal allowance across all nine locations is circa
£1,438K per annum including Universal Free School Meals, Free School Meals and Cash Sales.
Current uptake levels vary across all sites and the Trust firmly believes that with appropriate choice and quality there is a real opportunity to increase levels of uptake.
For the avoidance of doubt TUPE Regulations including pension rights will apply to this contract where applicable.
The successful Supplier will be expected to deliver a concise and detailed method of management reporting at the end of each
month, thus updating the Client on the consolidated contract performance. It is imperative that an open book policy is offered to
ensure that each school has total clarity on financial performance.
The Trust is seeking both innovation and the application of current food trends within the tender submissions and would expect,
because of this, to be able to identify ‘Best Value’ and work in partnership with the chosen Supplier going forward.

See SQ Document for more information.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 7,190,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/08/2025 / End: 31/07/2030       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
             Envisaged minimum number: 5
            / Maximum number: 10       
      Objective criteria for choosing the limited number of candidates: A minimum of 5 suppliers and a maximum of 10 suppliers will be taken forward to the tender stage of the process. Where less than 5 suppliers meet the minimum standards, only those that meet the minimum standards will be taken through to the tender stage. Where more than 5 suppliers meet the minimum standard, those suppliers with the highest scores will proceed to the tender stage.
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      Not Provided       
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description RESTRICTED
      IV.1.1) Type of procedure: Restricted   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO        
         The procurement involves the setting up of a dynamic purchasing system - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 24/01/2025 Time: 12:00
      IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: 24/02/2025       
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender: Not Provided      
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used Yes       
   Electronic invoicing will be accepted Yes       
   Electronic payment will be used Yes       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.It will be the supplier's responsibility to obtain any necessary documents in order to submit a response by the closing date and time.

The contracting authority reserves the right not to award any or part of the contract which is the subject of this contract notice and reserves the right to terminate the procurement process at any time.

The contracting authority will not be liable for any costs incurred by those expressing an interest in tendering for this contract opportunity.

The contracting authority will consider variant bids, evaluating them (so far as the variant or the evaluation of the variant is in the opinion of the contracting authority practicable) on the same basis as a conforming bid, but shall not be obliged to accept any such bid in preference to a conforming bid even if the variant bid scores more highly. No variant will be considered unless the bidder simultaneously submits a conforming bid.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://litmustms.co.uk/tenders/UK-UK-Marlborough:-School-catering-services./8232E3854F

To respond to this opportunity, please click here:
https://litmustms.co.uk/respond/8232E3854F
   VI.4) Procedures for review
   VI.4.1) Review body:
             Excalibur Academies Trust
       Excalibur Academies Trust, Granham Hill, Marlborough, SN8 4AX, United Kingdom
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 09/12/2024

Annex A



   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      1: Contracting Authority
       Ashton Park Secondary School
       Blackmoors Lane, Bower Ashton, Bristol, BS3 2JL, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.ashtonpark.net/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      2: Contracting Authority
       Redland Green Secondary School
       Redland Green Secondary School, Redland Court road, Bristol, BS6 7EH, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.redlandgreen.bristol.sch.uk/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      3: Contracting Authority
       Fairfield High School
       Fairfield High School, Allfoxton Road, Horfield, Bristol, BS7 9NL, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://fairfield.excalibur.org.uk/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      4: Contracting Authority
       John O’Gaunt School
       John O’Gaunt School, Priory Road, Hungerford, RG17 0AN, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.johnogauntschool.co.uk/
       NUTS Code: UKJ1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      5: Contracting Authority
       Ashton Vale Primary School
       Ashton Vale Primary School, Avebury Road, Bristol, BS3 2QG, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.ashtonvale.bristol.sch.uk/Default.asp
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      6: Contracting Authority
       Compass Point Primary School
       Compass Point Primary School, South Street, Bedminster, Bristol, BS3 3AU, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.compasspoint.bristol.sch.uk/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      7: Contracting Authority
       Luckwell Primary School
       Luckwell Primary School, Breach Road, Bristol, BS3 3ET, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://www.luckwell.bristol.sch.uk/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      8: Contracting Authority
       Lambourn Primary School
       Edwards Hill, Lambourn, Hungerford, Bristol, RG17 7LJ, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://lambourn.excalibur.org.uk/
       NUTS Code: UKK1

   IV) Address of the other contracting authority on behalf of which the contracting authority is purchasing
      Purchased on behalf of other contracting authority details:
      9: Contracting Authority
       May Park Primary School
       May Park Primary School, Coombe Road, Bristol, BS5 6LE, United Kingdom
       Email: tenders@litmuspartnership.co.uk
       Main Address: https://maypark.excalibur.org.uk/
       NUTS Code: UKK1