ITT FY22 0156- Learning and development/organisational development specialists for the design and facilitation of team events and skills development At Plan International

We are calling for interested parties to bid as part of a negotiated tender process for the supply of learning and development / organisational development specialists for the design and facilitation of team events and skill development modules. Team events could be focused on managing change or conflict, building collaboration, or identifying new ways of working including process improvement and strategic thinking/implementation etc. Skill development modules could include developing core leadership and/or management skills or personal effectiveness for individuals and teams. This may be on an exclusive or non-exclusive basis depending on the offers evaluated. We are interested in receiving proposals which include all, or part of the following requirements. We strongly advise Bidders to include breakdown options for different elements below, should Plan International decide to proceed with only some of these requirements.

Bids will be assessed by a procurement panel against set criteria, including bid eligibility, the extent to which the Requirements have been met and the overall value for money proposition. Bids should include detailed information on the following technical requirements for each category. Please complete the following tables in your submission and feel free to attach additional information on your product offerings.

Plan International Logistics & Procurement are inviting interested parties to bid as part of a negotiated tender process for the supply of learning and development / organisational development specialists for the design and facilitation of team events and skill development modules. Successful Tenderers will be expected to enter into a formal contract with Plan International.

Each successful Tenderer is intended to be a Provider, but the contract pertaining to this tender shall not constitute an exclusive contract and Plan International, at its sole discretion, reserves the right to enter into agreement with other suppliers, for the same type of services at any time, whenever it deems it necessary.

If you believe that your company may be in the position to meet any of our specified requirements and would like to be considered as a potential supplier firstly complete and return Annex A – “Confirmation of Intention to Tender” as soon as possible, and thereafter complete and submit all the required documents as listed in Section 9.1 and 9.2

This tender dossier has been issued for the sole purpose of obtaining offers for the supply of services against the specification contained within this document and Annexes. Plan International reserves the right not to enter into or award a contract as a result of this invitation to tender.

Any attempt by the Tenderer to obtain confidential information, enter into unlawful agreements with competitors or influence the evaluation committee or Plan International during the process of examining, clarifying, evaluating and comparing tenders will lead to the rejection of its offers and may result in the termination of a current contract where applicable.

1. Background Information on Plan International

Plan International is an independent development and humanitarian organisation that advances children’s rights and equality for girls.

We believe in the power and potential of every child, but this is often suppressed by poverty, violence, exclusion and discrimination, and its girls who are most affected. Working together with children, young people, our supporters and partners, we strive for a just world, tackling the root causes of the challenges facing girls and all vulnerable children.

We support children’s rights from birth until they reach adulthood, and we enable children to prepare for – and respond to – crises and adversity. We drive changes in practice and policy at local, national and global levels using our reach, experience and knowledge.

We have been building powerful partnerships for children for over 75 years and are now active in more than 70 countries.

Read more about Plan International’s Global Strategy: 100 Million Reasons at https://plan-international.org/strategy

2. ITT Overview and Instructions

2.1 Overview

Plan wishes to make a sourcing decision for all of the works involved in this tender, creating an agreement with a single supplier.

The successful Tenderers will be expected to enter into a service agreement with Plan International from for a period of 3 years. The continuation of the contract after each contract year, will be subject to a successful annual performance review.

• Tender Reference: ITT FY22 0156- Learning and Development Facilitators
• Tender Launch Date: 8th December 2021
• Deadline for Submission of offers: 12th January 2022
• Estimated date of award of contract (s): 28th January 2022
• Duration of Contract: 3 Years

2.2 Instructions to Tenderers

These instructions are designed to ensure that all Tenderers are given equal and fair consideration. It is important therefore that you provide all the information asked for in the format specified.

Unless stated otherwise, all communications from Tenderers during the period of this procurement exercise must be directed to procurement@plan-international.org and must include the ITT reference number: ITT FY22 0156- Design and facilitation of team events and skill development modules.

2.3 Submissions of Tender

Tenderers must indicate their intention to submit a proposal by completing Annex A and sending to the email address provided by December 22^nd, 2021.

The ITT comprises of the documents listed below which must be considered in conjunction with each other. Failure to provide all information required by the tender documents or to submit a tender not substantially responsive to the tender documents in every respect will be at the tenderers risk and may result in the rejection of its tender.

ITT FY22 0156- Learning and development / organisational development specialists for the design and facilitation of team events and skill development modules Plan Tender Dossier (Instructions to tenderers)

· ANNEX A – Confirmation to Intention to Tender

· ANNEX B – Supplier Questionnaire

Please contact procurement@plan-international.org to request Annex A and Annex B.

Tenderers are required to submit their proposal (inclusive of all required annexes) via email to procurement@plan-international.org. Offers must be received by the deadline specified in the “Proposed Timelines section’’

The offer and all correspondence and documents related to the tender must be written in English.

Each Tenderer or member of consortium or sub-contractor may submit only one offer.

2.4 Pricing

Tenderers are required to submit a pricing schedule. All prices must be quoted in pounds sterling, and exclusive of Value Added Tax (VAT).

The successful Tenderer will be required to pay their staff who work on this contract the National Living Wage.

Any projected price increases for the duration of the contract should be clearly stated in your tender. This should include envisaged staff increments but exclude unknown legislatively imposed price increases. No separate inflationary price increases will be accepted once the contract is in force.

2.5 Period Validity

On submitting tender responses, tenders will remain open for acceptance by Plan for a maximum period of 90 days after the tender return deadline.

2.6 Confidentiality

The contents of this document are confidential and have been disclosed to you in strict confidence. Tenderers must not disclose the contents of this document to any third party except to those of your team (including staff members, consultants and advisers) who need to see the information on a need to know basis in order to assist you with your submission. Tenderers are responsible for any breaches of confidentiality by your team.

2.7 Termination and Transfer (applicable to Incumbent Supplier)

By submitting a proposal return, your Company agrees that:

· Should you be unsuccessful in gaining our Source Decision(s), no fees would be payable by Plan as a result of the termination of any existing contracts and/or agreements

· As an incumbent supplier to any of the contracts under tender, should you be unsuccessful in gaining our sourcing decision, Plan expects your support to de-mobilise the existing contract to minimise the effects. As part of this de-mobilisation process, all outstanding issues, including (but not limited to) the provision of any reports, outstanding agreed works, certification and statutory obligations must be completed in line with existing contractual obligations.

2.8 Proposed Timelines

The timescale for the tender review are shown below. These timings may be subject to change as the tender progresses:

• Launch of Tender: 8th December 2021
• Suppliers confirm intention to tender: 22^nd December 2021
• Deadline for supplier submission of clarifications questions: 23^rd December 2021
• Deadline for Plan to respond to clarification questions: 6^th January 2022
• Deadline for submission of offers (Tender Deadline): 12^thJanuary 2022
• Plan Review of Offers:13^th -14^th January 2022
• Supplier short-list notification: 17^th January 2022
• Supplier presentations / interviews: W/C 24^th January 2022
• Contract Award: 28^th January 2022
• Mobilisation/Implementation Period: 1^st February 2022

  Please send any questions relating to the tender via procurement@plan-international.org and by the date indicated above. These will be consolidated and responded to in a consistent and fair manner to all tenderers by the deadline.

3. Specification and Scope of Requirement

We are calling for interested parties to bid as part of a negotiated tender process to create a portfolio of learning and development / organisational development specialists to engage with to design and facilitate team events and skill development modules when required. Team events could be focused on managing change or conflict, building collaboration, or identifying new ways of working etc. Skill development modules could include developing core leadership and/or management skills or personal effectiveness for individuals and teams. These could be one off events or a programme of events lasting from a couple of hours to several days.

Key skills and experience required:

We are looking to create a pool / portfolio of suppliers – you do not need to meet all the below skills or experience requirements – to showcase your expertise to our stakeholders to meet their varied needs.

• Extensive experience of designing, facilitating, and evaluating learning events, face 2 face as well as on-line for global audiences.
• Experience of Organisational Consulting – works with organisations and their leaders to help them work through the challenges of getting the most out of their people. Using contemporary thinking and practices around Leadership Learning, Strategy and Change, helps organisations find practical and accessible ways of engaging more of their people in driving their business forward.
• Experience of Leadership consulting and assessment including the analysis of leadership systems, culture, competencies, and performance; leadership assessment, psychometrics and development centers, and leadership systems optimisation to enhance business performance.
• Expertise/specialisms to include leadership development, organisation and culture change, high potential programmes, team building, working with conflict and building collaboration.
• Strong interpersonal skills, able to build relationships with diverse groups of people in person and virtually.
• Skilled, insightful and engaging facilitation of groups of varying sizes, seniority and cultural backgrounds.
• Strong coaching and influencing skills, able to support, develop and engage others, including virtually, to assist with their learning and engagement to the learning event.
• Ability to connect and build relationships with a wide range of stakeholders, role modelling and upholding our values-based leadership underpinned by feminist principles.
• Experience and knowledge of working/facilitating multi-culture teams in INGO settings

Desirable

• · Accredited practitioner in profiling tools e.g., Myers Briggs, Hogan etc.
• · Can design and deliver in a range of languages including English, French and Spanish.

Examples of Team Facilitation – could include:

Large & Small Group Facilitation – creating energy & enthusiasm within groups such that they work together to generate a safe place to share, collaborate, learn and commit to change.
Designing & facilitating Leadership Development events in times of transition and driving positive performance shifts in more stable organisations.
Courageous Conversations – helping groups to make good business decisions by facilitating the difficult conversations that can clear the way forward.
Leadership development events as well as motivational conferences and team away days.
Team effectiveness – drawing on a wide array of thinking and experience helping teams learn, bond, grow, communicate, and collaborate in a more dynamic and engaging way than usual.

4. Selection Criteria

Tenderers response to the specification and other information as requested in this ITT, will be evaluated against the selection criteria below.

We will assess your tender based on:

Compliance: Completion of supplier questionnaire, financial accounts and viability, compliance with Modern Slavery Act and specified regulations as applicable.

Technical Competence (65%)

Service Delivery Capabilities and Experience (40%)

• Examples of previous and similar work to be provided
• Extensive experience of designing, facilitating and evaluating learning events, face 2 face as well as on-line for global audiences.
• Expertise/specialisms to include leadership development, organisation and culture change, high potential programmes, team building, working with conflict and building collaboration.
• Strong interpersonal skills, able to build relationships with diverse groups of people in person and virtually, role modelling and upholding our values-based leadership underpinned by feminist principles.

Account Management (5%)

• Effective and proactive management of the account through a dedicated contact.
• Clear escalation procedure

  Innovation and Continuous Improvement (20%)

• Innovative solutions and use of technologies to help achieve the required response in cost effective ways

Financial Proposal (30%)

• All-inclusive contract cost and cost breakdown provided.
• Open book costing

Gender Responsive (5%)

Supplier meet any of the criteria below:

· If headed up by a woman

· If supplier is a women-owned business: A legal entity in any field that is more than 51% owned, managed, and controlled by one or more women.

· If the % of women in management positions is over 35%

· If % of women workers is 55% or above

· If robust gender equality initiatives are in place and active. E.g. Women Empowerment Principles signed, gender equality procurement policy, any additional gender-sensitive program implemented.

The contract will be awarded to Tenderers who, in the opinion of Plan, having regard to the selection criteria set out in the table above, offers the best approach to minimising risk and value for money tender. Plan reserves the right not to accept the lowest, or any, tender.

Award of the contract will be through written notification and a subsequent service agreement put in place.

5. Plan International’s Ethical & Environmental Statement

· The organisation should establish environmental standards and good practices that follow the principles of ISO 14001 Environmental Management Systems, and in particular to ensure compliance with environmental legislation (if applicable)

· The organisation should seek to set reduction targets in areas where the organisation’s activities lead to significant environmental impacts (if applicable)

6. Evaluation of Offers

Plan International, at its sole discretion, will select the winners of this tender.

Plan international shall be free to:

· Accept the whole, or part only, of any tender

· Accept none of the proposals tenders

· Republish this request for tenders

Plan International will not be liable for any costs or expenses incurred in the preparation of the tender.

Plan International reserves the right to keep confidential the circumstances that have been considered for the selection of the offers.

Women-owned businesses and companies actively engaged or advancing gender equality and women empowerment in the workplace are especially encouraged to apply

Part of the evaluation process may include a presentation from the Tenderer

Value for money is very important to Plan International, as every additional £ saved is money that we can use on our humanitarian and development work throughout the world. Tenders are therefore encouraged to explore and propose innovative ways for achieving the required performance measures in more cost-effective ways.

7. Contract Payment Terms

Tenderers are invited to note that, if awarded the contract, Plan International’s standard terms of payment will be 30 days after the end of the month of receipt of invoice or, if later, after acceptance of the Goods / Services / Works.

8. Disclaimer

Plan International reserves the right to alter the schedule of tender and contract awarding.

Plan International reserves the right to cancel this tender process at any time and not to award any contract.

Plan International reserves the right not to enter into or award a contract as a result of this invitation to tender.

Plan International does not bind itself to accept the lowest or any tender.

Plan International shall not be liable in respect of any costs incurred by the Tenderer in the preparation of the offer nor any associated work effort, including the production of presentation materials, brochures, product specifications or manuals for evaluation.

9. Requirements for a Compliant Tender

The onus is on the Tenderer to ensure that its offer is complete and meets Plan International’s requirements. Failure to comply may lead to the offer being rejected. Please therefore ensure that you read this document carefully and answer fully all questions asked.

9.1 Submission checklist

• Confirmation of Intention to Tender (Please request Annex A to procurement@plan-international.org)
• Technical Proposal (describing how you meet the requirements)
• Contact details of two referees (highlight contract period, period of performance, company name, contact name, telephone number, e-mail)
• Examples of previous work of similar value/scope including within Non-Governmental Organisations (if any)
• Audited Accounts for the last two years (if applicable)
• Certificate of Incorporation (if Tenderer is not an individual/sole trader)

-Company profile

• Financial Proposal

9.2 Annex Contents List

Annex A: Confirmation of intention to tender and receipt of copy documents (All tenderers to complete)

Annex B: Supplier Questionnaire

Please request “Annex A” and “Annex B” at procurement@plan-international.org and quote the Tender reference “ITT FY22 0156- Learning and Development Facilitators” in all correspondence.