FRAMEWORK AGREEMENT FOR EVENTS AND RELATED SERVICES Part A - Invitation and Conditions Of Tendering 1. Invitation to Tender 1.1. E-ACT (the “Client”) invites tenders for the provision of Consultancy Services (the “Services”) relating to Events and Related Services in accordance with the attached Brief (the “Brief”). 1.2. This Invitation to Tender (ITT) consists of three parts and the Form of Tender Part A the Invitation and Conditions of Tender Part B the Brief Part C the Terms and Conditions of Contract Form of Tender 1.3. IMPORTANT - To register your firm’s interest and ensure that you receive any updates to this ITT, email the person named in section 5 confirming that your firm will respond. 2. Basis of Tenders 2.1. Tenders must be submitted for the whole of the Services. Tenders for part only of the Services will be rejected. 2.2. A place on the framework agreement will be awarded to the most economically advantageous tender, applying criteria of financial and economic standing, technical ability, meeting legal criteria, methodology and cost as described later in this document. 3. Type and Term of Agreement 3.1. We intend to award a framework agreement for the provision of Events and Related Services. 3.2. A framework is an agreement with one or several providers. It sets out the general terms and conditions under which we can make specific purchases as and when we need them. The formal contract is formed when a call-off order is placed against the framework asking for specific delivery of goods, services or works. In general a bidder can receive a call-off order directly, or they may be asked them to take part in a mini-competition with the other bidders on the framework. 3.3. This particular framework agreement will operate via both methods as follows: 3.3.1 Mini Competition Each piece of work will be awarded through mini-competition under each Lot. Each job requirement will vary and we will specify the requirement for Events and Related Services 1 each specific job when running a mini competition. The Award Criteria for each contract will be identified within the Mini Competition Documentation but weightings will vary depending on the individual requirement 3.3.2 Direct Award Where we can identify that there is one providerthat has a specific expertise required, we may award directly or where the specific criteria for particular call-off can be met we may award directly. 3.3 Our intention is to award this framework agreement for a period of 2 years. There will be an option to extend the framework agreement by up to a further 2 years in total. 3.4 The decision on whether to use the extension option available will be at our discretion and we will base it on the following factors: performance, and budget availability. 3.5 The total value of this framework agreement over the entire period including any extension options will be a maximum of £100K. 3.6 Our intention is to appoint four to six consultants, though we reserve the right to appoint more or fewer at our sole discretion. 4. ( Not Used) 5 Progression to the Award Stage 5.1 Tenderers that do not fall into the highest scoring range stated in the selection stage will not be eligible to have their bids assessed at the award stage. 5.2 There will be a maximum number of 6 Tenderers that will be awarded a place on the framework. These will be the highest scoring Tenderers at the Award Stage. 5.3 Pricing will be evaluated at Award Stage. 6 Information, Costs and Expenses 6.1 The Tenderer is responsible for obtaining all information necessary for preparing its Tender and shall bear all costs, expenses and liabilities incurred in connection with its preparation and delivery. 6.2 The expenses of the successful tenderer for any call off shall be paid in addition to the consultancy fee in accordance with E-ACT current policy, which includes reimbursement, inter alia, of second class train travel or mileage at HMRC current rate. Where VAT has been paid, VAT receipts are required or no reimbursement of the expense shall be made 6.3 Tenderers are required to complete the attached Pricing Schedule. The pricing element submitted within this exercise is to establish a benchmark to aid tender evaluation. Events and Related Services 2 6.4 Pricing should exclude VAT, where it’s applicable, and must be inclusive of all related charges. 6.5 Providers (s) that are awarded admission to the Framework Agreement will be required to price each individual contract call off at the time of any mini competition when bespoke details relevant to each individual contract call off will be made available. 7 Research and Investigation 7.1 The Tenderer is deemed for all purposes relating to its Tender, the Brief and Terms and Conditions of Framework Agreement to have read and understood them, to have carried out all necessary researches, investigations and enquiries at its own expense and to have satisfied itself as to the nature, extent and character of the Services and access to and use of the any premises, employees, materials, equipment and machinery which may be required, and any other matter which may affect its Tender. 7.2 The Tenderer shall have no claim against the Client in respect of the matters mentioned in condition 7.1 above. In particular (but without limitation) the Client shall make no payments to the Tenderer except as expressly provided for in the Contract, and no compensation or remuneration shall be payable by the Client because the nature, extent or character of the Brief is different from that envisaged by the Tenderer. 8 Further Information and Queries 8.1 The Tenderer may write to Tolu Desalu at [email protected] to request any reasonable information or raise any query relating to the Tender. Any such request or query must be received in sufficient time to allow the Client to respond and no later than 24 March 2014 The Client shall endeavour to provide such information or clarify such query and shall advise all Tenderers of any information provided to a Tenderer as a result of any such request. 8.2 If a Tenderer has difficulty in complying with any specific provision of the Conditions of Tendering or the Brief or the Terms and Conditions of Contract or wishes to propose any amendment to them, it should provide all information and evidence concerning the same as the Client may require. The Client may, at its discretion, consider the matter and may waive or amend the relevant provision without prejudice to all or any other provisions of the Conditions of Tendering or Brief or any rights or powers of the Client. No such waiver or amendment shall bind the Client unless it is in writing and signed by the Client's Director of Operations and Finance. The Client may also, in its absolute discretion, postpone consideration of any issues raised until formal evaluation of the submitted Tender. 9 Tenders 9.1 A tender for performing the Services must be made on the Form of Tender accompanied by: Events and Related Services 3 9.1.1 the Pricing Document, Appendix A to the Form of Tender duly completed by the Tenderer and in compliance with these Conditions of Tendering itemised to show the indicative cost of the Services, as detailed in Clause 20; 9.1.2 the Tenderer's proposals for providing all parts of the Service, submitted as Appendix B to the Form of Tender, setting out their methodology proposal, etc. as detailed in Clause 20 9.1.3 the Tenderer’s proposals (if any) for contracting or outsourcing any part of the Services, the names of the proposed sub-contracting/outsourcing providers, the work proposed to be sub-contracted/outsourced. The costs of sub-contracting or outsourcing must be included in Appendix A above; 9.1.4 such further details or information reasonably requested by the Client as detailed in the Business Questionnaire. 10 Signature of Tender 10.1 The Tender must be signed: 10.1.1 where the Tenderer is an individual, by that individual; 10.1.2 where the Tenderer is a partnership, by 2 authorised partners; 10.1.3 where the Tenderer is a company, by 2 directors, or by a director and the secretary of the company, such persons being authorised for that purpose; 10.2 The Tenderer shall produce forthwith on the request of the Client documentary evidence of any authorisation referred to above. 11 Delivery of Form of Tender 11.1 The Form of Tender must be duly completed and together with the completed Appendices e-mailed to [email protected] by no later than 5.00 pm (17:00 hours GMT) on 26 March 2014 with “TENDER FOR EVENTS AND RELATED SERVICES.” in the Subject Heading. Any Tender submitted after that time on that date may not be considered. 11.2 The e-mailed tender must be sent to the above address only and must not be sent to any other e-mail address. Any queries as to receipt must be sent in a separate email to [email protected] with the same subject heading. Any queries post submission must be sent to Tolu Desalu 11.3 The Tenderer must keep its tender valid for acceptance for 90 days from the date set out in condition 8.1 above. 12 Timetable 12.1 The key milestones for the procurement are set out below: Advert posted on Contracts Finder Last date for clarification questions Tenders Return date Events and Related Services 5 March 2014 24 March 2014 26 March 2014 4 Tender Evaluation Period Award of Contract Report signed off Intention to Award notified 1 April 2014 W/c 7 April 2014 11 April 2014 13 Non-consideration of Form of Tender 13.1 In its absolute discretion, the Client may refrain from considering a Tender if: 13.1.1. The whole of the Services are not tendered for or there are omissions in the Tender; 13.1.2. It is not in accordance with these Conditions of Tendering; 13.1.3 The Tenderer makes or attempts to make any variation or alteration to the contract except in accordance with paragraph 5 of these Conditions of Tendering. 14 Rejection of Tender (Collusive Tendering Certificate) 14.1 The Client shall reject a Tender, without prejudice to any other civil remedies available to the Client or any criminal liability the Tenderer may attract, if the Tenderer: 14.2 fixes or adjusts the prices shown in its Tender by or in accordance with any agreement or arrangement with any other person or by reference to any other Tender; or 14.3 communicates to any person other than the Client the amount or approximate amount of the prices shown in its Tender, except where such communication is made in confidence in order to obtain quotations necessary for the preparation of the Tender or for the purposes of obtaining the necessary insurance, Bond Undertaking or Guarantee Undertaking; or 14.4 agrees with any other person than such other person shall refrain from submitting a Tender or shall limit, restrict or reduce the prices to be shown by any other Tenderer in its Tender; or 14.5 offers or agrees to pay or give, or does pay or give any sum of money, inducement or valuable consideration directly or indirectly to any person for doing or having done, or for causing or having caused to be done any act of omission in relation to any other tenderer or any other person's proposed Tender; or 14.6 in connection with the award of the Contract, commits an offence under the Bribery Act 2010; 14.7 has directly or indirectly canvassed any member or staff of the Client concerning the acceptance of any Tender or has directly or indirectly obtained or attempted to obtain Confidential Information or any information from any such member or officer or any Consultant engaged in providing Services to the Client concerning any other tenderer or Tender submitted by any other tenderer. Events and Related Services 5 14.8 The Tenderer confirms that the principles described in paragraph 14.1 above have been, or will be, brought to the attention of all SubContractors, Consultants and associate companies providing Services or materials connected with the Tender and any Contract entered into with the Sub-Contractors, Consultants or associated companies will be made on the basis of compliance with the above principles by all parties. 15 Acceptance of Form of Tender 15.1 The Client is not bound to accept the lowest or any tender and reserves to itself the right at its absolute discretion to accept part, all or not accept any Tender. 15.2 An acceptance of a Tender by the Client shall be in writing and sent to the successful Tenderer and the Framework Agreement shall then be made and become binding. In addition, the Consultant shall at the request of the Client execute and deliver to the Client a formal Framework Agreement. 16 Confidentiality 16.1 The Tender and Brief and all other documentation issued by the Client relating to the Brief shall be treated by the Tenderer as private and confidential for use only in connection with the tender and any resulting contract and shall not be disclosed in whole or in part to any third party without the prior written consent of the Client except in relation to the requirement to obtain insurances to the required levels. 16.2 The Framework Agreement Contract and all copies are and shall remain the property of the Client and must not be copied or reproduced in whole or in part, save for the Consultant's own purposes in performing the Services, and must be returned to the Client on demand. 17 Warranties 17.1 In delivering a Tender, the Tenderer warrants and represents to the Client that: 17.1.1 it has not done any of the acts or matters referred to in paragraph 14 of, and has complied in all respects with, these Conditions of Tendering; 17.1.2 all information, representations and other matters of fact communicated (whether in writing or otherwise) to the Client by the Tenderer or its employees or officers in connection with or arising out of the Tender are true, complete and accurate in all respects; 17.1.3 it has made its own investigations and research and has satisfied itself in respect of all matters relating to the Tender, Conditions of Contract and Brief and has not delivered the Form of Tender and will not have entered into the contract in reliance on any information, representations or assumptions (whether made orally, in writing or otherwise) which may have been made by the Client; 17.1.4 It has full power and authority to enter into the contract and perform the Services and will if requested produce evidence of that to the Client; Events and Related Services 6 17.1.5 It is of sound financial standing and its officers and employees are not aware of any circumstances (other than as may be disclosed in the audited accounts or other financial statements submitted under condition 9 above) which may adversely affect its financial standing in the future; 17.1.6 It has and will have sufficient working capital, skilled employees, equipment, machinery and other resources available to it to perform the Services in accordance with the Contract and to the Contract Standard for the Contract Period; and 17.1.7 It has obtained all necessary consents, licences and permissions to enable it to perform the Services and will throughout the Contract Period obtain and maintain all further and other necessary consents, licences and permissions to enable it to perform the Services. 18 Evaluation Criteria 18.1 Only those tenderers whose Business Questionnaire has passed the evaluation criteria as described therein will have their tenders considered further. Those tenders where the tenderer has passed the Business Questionnaire stage will be evaluated as set out below 18.2 . 18.3 Following compliance with the legal criteria (tender arrives before deadline, in the correct manner with the Form of Tender completed, signed and dated). All firms will then be evaluated at Level 2 on the basis of both price and quality, the sub-criteria for which are set out below. Weight Level 1 Compliance with legal requirements Pass/Fail Price 40% Price 40% Quality 60% Methodology: 40% Project Design (Demonstrates a clear understanding of the Brief) in each of the 7 areas (5%) Project Delivery (5%) Service Level 10% Deployment and Team Structure 10% Level 2 19 Scoring System 19.1 Where not otherwise stated the following scoring system will be used: Score 0 Unacceptable Totally unacceptable and fails to meet Events and Related Services 7 expectations in every way 1 Inadequate Substantially unacceptable and does not meet expectations in some significant areas 2 Weak Generally acceptable but does not fully meet expectations. Insufficient evidence is given to support or demonstrate sufficiency or compliance. 3 Good Criteria as specified fully met. Answers fully cover expectations and evidence is given to support the answers, demonstrate sufficiency and experience. 4 Very good Criteria as in 3 met and additional proposals are made such that expectations are slightly exceeded. Evidence as to how the additional response will be achieved is provided, either by demonstrating past experience or through a clear process of implementation 5 Excellent Criteria as in 3 met and exceeded. Additional responses and suggestions are given which well exceed expectations - criteria in the Services are exceeded. Evidence as to how the additional response will be achieved is provided, either by demonstrating past experience or through a clear process of implementation. 19.1 Representatives of E-ACT will evaluate and score the tenders. They will conduct such evaluations independently or in joint meetings. If there are significant variances in the individual scores discussions will be held to moderate the scores based on the strengths and weaknesses of the submissions with a view to setting a single objective group moderated score. It is this ‘moderated’ score that will then be used as the score at each level and for the final score for each tender if it is necessary for moderation discussions to take place. 20 Responses Required In addition to the list in Clause 9 the following are required to be submitted as part of the tender. Please ensure all responses are numbered in the same format set out below 20.1 Price 20.1.1 Rates quoted shall be shown as per the Pricing Schedule (Appendix A), confirming the E-ACT offer rate: You shall state the current published consultancy rate and the discount applied to E-ACT. This discount rate shall be applied for any additional grades not listed in the Pricing Schedule (Appendix A), should an equivalent grade not be evident, otherwise the discounted band for that grade shall be applied Events and Related Services 8 Please note: Pricing will be evaluated at a framework level and the maximum rates will be agreed. The pricing evaluation at call-off must align to the framework pricing structure but be specific to our requirements. The Provider must not exceed the maximum framework rates. At this point framework providers may also be requested to offer a ‘package’ price which may include a discount or free resources. 20.1.3 Please describe how you will look to manage costs. 20.2 Methodology 20.2.1 Method of approach – Project Design 20.2.1.1 Events Please describe your method of approach in meeting the requirements of: • • • • • • Bespoke event management – from creation to execution Booking of venues, speakers, catering, AV equipment, etc. Support on attendee list and invitations Publicity Video/ audio taping Budgeting 20.2.1.2 Marketing Collateral Please describe how you would respond to the need for marketing collateral, both online and offline for the purpose of building brand awareness, establishing values and behavioural change. Provide an end-to-end delivery (either independently or via your marketing solutions network) of any marketing collateral for event/s, including invite, programme, certificates, etc. 20.2.2 Method of approach – Project Delivery What accountabilities and controls would you put in place within this structure to achieve the key deliverables and ensure delivery of quality service provision? 20.3 Service Levels 20.3.1 What service levels do you normally provide? (Maximum 500 words) 20.4 Deployment and Team Structure 20.4.1 Please outline your proposed Deployment and Team Structure to meet the requirements of the framework agreement: Events and Related Services 9 • You should include in your submission the names of the core team who will be the key personnel, and who should remain available during the course of any particular call-off. E-ACT shall be given reasonable notice with a substantiating reason for the change of any key personnel, and approve any replacement who shall be of equivalent skill and experience (or higher) but without any impact on the fee. • Details of the core team proposed (including short output based CVs) and your ability to access additional specialist support. • You shall indicate other staffing resources (back office) which you have available to support the service provision and which should be included in the rates. • You should state the principal office(s) from which you will be providing the key personnel. 20.4.2 Please also identify any resource requirements you may have. 20.4.3 Describe what would be the ideal and the also minimum expectation of resources from E-ACT. This may be in the form of people, office, access to buildings and technology. Events and Related Services 10 Part B Brief 1 E-ACT: Events and Related Services 1.1 Statement of Operations We intend to award a framework agreement for EVENTS AND RELATED SERVICES. A framework is an agreement with one or several providers. It sets out the general terms and conditions under which we can make specific purchases as and when we need them. The formal contract is formed when the customer places a call-off order against the framework asking for specific delivery of goods, services or works. A bidder may receive a call-off order directly, or we may ask them to take part in a minicompetition with the other bidders on the framework. This particular framework agreement will operate via both methods as follows: Mini -Competition Each piece of work may be awarded through mini-competition. Each job requirement will vary and we will specify the requirement for each specific job when running a mini competition. The Award Criteria for each contract will be identified within the Mini Competition Documentation and weightings will vary depending on the individual requirement. Direct Award Where we can identify that a provider has a specific expertise required, we may award directly or where the specific criteria for a particular call-off can be met we may award directly. We reserve the right to undertake a benchmarking exercise to establish if the benchmarked service(s) as a whole offer good value. If the benchmark report states that any benchmarked service is not good value then the provider will implement changes as set out in the benchmark report within the time limits specified. 1.2 Scope of Requirements The Provider (s) must be able to help develop, create and execute a number of events, including roundtable events, publication/ research launches, award dinners and seminars, to achieve delivery of key messages, published reports or company related announcements. 1.3 Statement of Requirements 1.3.1 The Provider(s) should be able to fulfil any requirements for development, creating and execution of an event. This will include (but not limited to): the development, creation and execution of events, including booking venues, catering, speakers as well as help designing and sourcing any related marketing collateral. Events and Related Services 11 Services shall include (but may not be limited to): Events • • • • • • Bespoke event management – from creation to execution Booking of venues, speakers, catering, AV equipment etc. Support on attendee list and invitations Publicity Video/ audio taping Budgeting Marketing Collateral Provide an end-to-end delivery (either independently or via your marketing solutions network) of any marketing collateral for event/s, including invite, programme, certificates, etc. 1.3.2 Service Levels Service levels will be as required for each call-off and shall be at least the level described in the Framework Agreement 1.3.3 Deployment and Team Structure The Deployment and Team Structure shall be as required for each call-off. In addition there will be a management structure for managing the framework. 2. Management of the Framework Agreement Providers will be required to provide management information on the use of the framework and shall meet at least annually with the Client to discuss the operation of the Framework Agreement. Events and Related Services 12 Part C – Terms and Conditions Of Framework Agreement Events and Related Services 13 Schedule 1 The Brief Schedule 2 The Consultant’s Submission Events and Related Services 14 Form of Tender Unconditional and Irrevocable offer to E-ACT at Head Office (Whitfield Street) CONTRACT FOR: EVENTS AND RELATED SERVICES Firm’s Name & Address: 1.0 FORM OF TENDER 1.1 To: E-ACT I/We the undersigned, hereby offer to undertake on the acceptance of this Tender to perform, execute or otherwise carry out the Consultancy Services to E-ACT in accordance with the Tender documentation. I/We, the undersigned, having examined the Tender Documents hereby undertake to perform the Services required for the Rates set out in Appendix A, exclusive of VAT. Prices and rates quoted shall be deemed to include the cost of inter alia, all vehicles, expenses, materials, equipment including computer systems, overheads, labour, waiting, personal attendance including evening meetings, data processing, statistical information, reports, accounts, and the Consultant’s general obligations under the Conditions of Tender and other items of work to complete the Services to all statutory requirements, professional codes of practice, the Consultant's policies and codes, the reasonable satisfaction of E-ACT’s contract manager, to the Contract Standard, together with all liabilities whether express or implied incurred or incumbent upon the Consultant pursuant to the Contract. 2.0 PRICE AND SCHEDULE OF RATES 2.1 The rates and days of work proposed which make up the price for carrying out the Brief are set out in Appendix A as required by the Invitation to Bid. 3.0 METHOD STATEMENT 3.1 I / We hereby submit my/our Response to the Requirements Brief and other method statements as Appendix B as required by the Invitation to Tenderer. 4.0 DECLARATION 4.1 I / We understand that my/our Tender is for the Prices and rates as set out in Paragraph 2.1 and undertake that if this Tender is accepted I/we will not, save as expressly provided in the Conditions of Tender, be entitled to and will not withdraw the above offer and undertaking and will subject to and according to the documents carry out the Brief. 4.2 I / We agree that the insertion by me/us of any conditions qualifying this Tender or any unauthorised alteration to any of the Tender documents shall not amend these Documents and may cause the Tender to be rejected. Events and Related Services 15 4.3 I / We agree that if upon examining the Form of Tender, an error of computation is detected by E-ACT the Tenderer shall be given details of the error(s) and afforded the opportunity to confirm or withdraw the offer. If confirmed the Tender figure will remain unaltered. 4.4 I / We agree that this Tender shall remain open for acceptance by E-ACT and shall not be withdrawn for 90 days from the last date specified for the receipt of this Tender. I/We undertake and agree that if this Tender is accepted by E-ACT, the said Tender shall from the date of such acceptance form a binding Contract between us. Nevertheless I/We further undertake to execute a formal agreement for the proper and complete fulfilment of the Contract. 4.5 I / We hereby acknowledge that I/we shall be disqualified and my/our Tender may accordingly be rejected by E-ACT at its sole option if I/we: 4.6 a. Fix or adjust the prices already shown in my/our Form of Tender by or according to any agreement or arrangement with any other person, group or Tenderer; b. Communicate to any person other than E-ACT the amount or approximate amount of the prices shown in my/our Form of Tender, except where such disclosure is made in confidence to obtain quotations necessary for the preparation of the Form of Tender, or for the purposes of insurance referred to in these Tender Documents; c. Enter into any agreement or arrangement with any other person that such other person shall refrain from submitting a Form of Tender or shall limit or restrict the Prices to be shown by any other Tenderer in its Form of Tender; d. Offer or agree to pay or give or do pay or give any sum of money, inducement or consideration whether directly or indirectly to any individual or group for doing or having done or having caused to be done or refraining from doing anything in relation to any other Tenderers or any other person’s proposed Form of Tender; e. Shall have offered, given or agreed to give any person any gift or consideration of any kind as an inducement or reward for doing or forbearing to show favour or disfavour to any person in relation to the Contract or any other Contract with E-ACT, or if the like acts shall have been done by any person employed by me/us or acting on my/our behalf, whether with or without my/our knowledge; f. In relation to any Contract with E-ACT, I/we or any person employed by me/us or acting for me/us shall have committed an offence under the Bribery Act 2010. Such non acceptance or rejection shall be without prejudice to any other civil remedies available to E-ACT or any criminal liability which conduct by me/us may attract. I / We declare that I am/we are not party to any scheme, agreement or arrangement by which any Tenderer for the said Brief has been or may be reimbursed by any other Tenderer in respect of whole or any part of their Tendering costs. Events and Related Services 16 4.7 I / We acknowledge that E-ACT may in its absolute discretion refrain from considering any tender if the tenderer does not tender for the provision of the entire Brief contained in the Brief. 4.8 I / We acknowledge that E-ACT is not contractually bound to consider this Tender and that the issuing of any Tender Documents to me/us did not amount to any form of offer for any purpose. 4.9 I / We accept that E-ACT is not bound to accept all or part of any Tender at all. 4.10 I / We confirm that this is a bona fide Tender. 4.11 I / We hereby warrant and represent to undertake with E-ACT that: a. I / We have complied in all respects with and understand all parts of the Invitation to Tender; b. All information, representations and other matters of fact communicated (whether in writing or otherwise) to E-ACT by me/us or my/our employees concerning this Tender are true, complete and accurate in all respects; b. I / We have not submitted a Tender or entered into the Contract in reliance upon any representation or statement that may have been made by the Council; d. I / We have full power and authority to enter into the Contract and carry out the service. Events and Related Services 17 5.0 SIGNED FOR THE TENDERER Dated 1. Name and Title: Signature 2. Name and Title: for and on behalf of: Signature Name of firm or company: Address: State whether the firm is a sole proprietor: Yes No In the case of partnership, enter the full name and address of each partner: Name Address Events and Related Services 18 Appendix A: Pricing 1.1 Pricing will be evaluated at framework level and maximum rate will be agreed. 1.2 The pricing evaluation of call off must align to the framework pricing structure but be specific to E-ACT’s requirements. The Service Provider must not exceed the maximum framework rates. At this point the service provider will be requested to offer a ‘package’ price which is expected to include a discounted fee. 1.3 The following roles will be priced at framework level. The pricing will be based on DAY RATES. You are, however free to include additional information about the expectation/deliverable for each role: Role Director Account Manager Role Description Drives client strategy within agency. Responsible for overall agency team effectiveness. Responsible for return on client investment (ROI). Accountable for all agency deliverable. 6+ years’ experience in Industry at a comparable role. Experience in leading and managing multi media campaigns Manages client strategy within agency and is the primary client contact. Drives agency team effectiveness. Day Rate Accountable for return on client investment (ROI) Manages all agency deliverable Supports the above with day to day matters and has over responsibility for client accounts. Has strong interpersonal and communications skills as well as project management Account Executive Principal Consultant Consultant Events and Related Services Two + years experience in industry in comparable role, Provides team administrative support. General administration duties Drives Client strategy within agency. Day to Day client contact. Responsible for overall agency team effectiveness. Accountable for all agency deliverables Five + years experience in industry in comparable role. Experience of leading and managing multi media campaigns. Holds relevant specialist skills. Drives client strategy within agency. 19 Specialist grade – Analyst/Researcher Planning Director Strategic Planner Digital Strategist Involved in client contact Responsible for overall agency team effectiveness Accountable for all agency deliverables Three to Five years experience in industry in comparable role Experience of managing multi- media campaigns Hold relevant specialist skills Involved in client contact Contributes to agency team effectiveness Contributes to agency deliverable Supports the above with day to day matters Provide specialist input Has strong interpersonal and communication skills as well as project management Three + years experience in industry in comparable role Drives consumer/account planning discipline to deliver optimal insight on client business identifies consumer trends and has holistic view of the market to inform the creative brief. Leads planning/ insight team within agency Three to five years experience in industry in comparable role Extensive experience of running complex multi-media campaigns on behalf of clients. Uses current consumer research and insight to develop optionally effective strategies. Identifies target audiences and analyses their characteristics, behaviour and habits Evaluates and reports on campaign effectiveness to inform future campaigns Two + years experience in industry in comparable role Moderate experience in industry in comparable role Moderate experience of developing creative strategies on complex multi-media campaigns on behalf of clients Uses current consumer research and insight to develop optimally effective digital strategies. Identifies target audiences and analysis their online characteristics, behaviour and habits. Evaluates and reports on campaign effectiveness of inform future campaigns. Three to five years in digital or strategy background Moderate experience of developing creative strategies on complex online campaigns and integrating with offline teams on behalf of Events and Related Services 20 Data Planner /Analyst clients. Data planning capability Two + years experience in comparable role. Experience of being involved in the development of data Planning strategies on ,multi-media campaigns on behalf of complex clients Please note the following: a. A day is equal to eight working hours. Half days can be quoted for at half the maximum day rate b. Where role titles differ from those required, provider may use the definitions of each grade to submit an appropriate day rate. c. Rates provided will be exclusive of travel and VAT. d. Note: travel may not be claimed. e. The framework rates are the maximum chargeable by the Service Providers and are fixed for the first two years of the framework. Further competition is expected to reduce these rates. Events and Related Services 21 Appendix B METHOD STATEMENTS Events and Related Services 22
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