Find a TenderAwarded
Published 14 Jul 2023, 09:37 BST

Official UK procurement notice

Pagabo National Framework for Academy Services

Official notice

Authority: RED KITE LEARNING TRUST (Public body)·Consortium: 2 public authorities

Framework agreement11 lotsServicesOpen procedureSME suitable
Framework ceiling (notional)£89,500,000total for 11 lots · framework ceiling, not attributable revenue
Submissions closed 11 Jan 2024awarded 29 May 2024
Lots 11see the lot list below

What is being bought11 lots · detail below

Published requirement description

Added Value Portal t/a Pagabo, acting on behalf of Red Kite Learning Trust, wish to establish a national framework of Providers of professional services to Academies in England. The framework will cover but will not be limited to the provision of Legal, Audit (internal and external), Data Protection, Health and Safety, HR and Payroll services. The Framework Agreement will be established for a period of 2 years, with the option to extend for up to a further 2 periods of 12 months. This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis. The framework is divided into 11 lots and 9 regions (99 sub-lots), with a maximum of 9 Suppliers per sub-lot. The framework shall have the facility for Clients to Direct Award and Further Compete their requirements. The procurement will be a single stage process following the Public Contract Regulations 2015 Open procedure.

CPV: Accounting and auditing services · Accounting review services · Accounting services · Accounting, auditing and fiscal services · Auditing services · Business services: law, marketing, consulting, recruitment, printing and security · Certification services · Compilation of financial statements services · Documentation services · Electronic signature certification services · Financial auditing services · Fiscal services · +15 more

How this framework works

From the published notice
Places
up to 99 suppliers · 10 bids on the busiest of 9 lots (0.1 per place) · 17 appointed

Lots and requirements (11)Procurement structure

11 lots · all with a published value

Every one of these 3 lots carries the same published figure, £3,000,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.

Lot #1Legal ServicesAwarded UK, North East +8Published value£22,000,000

This lot is for the provision of legal services specfically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #2Data Protection Officer (DPO) ServicesAwarded UK, North East +8Published value£10,000,000

This lot is for the provision of Data Protection Officer services specifically to Academies, Single Academy Trusts and Multi Academy Trusts to provide information security and compliance with data protection law service in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #3Internal Audit ServicesAwarded UK, North East +8Published value£9,000,000

This lot is for the provision of internal audit services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in accordance with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #4External Audit ServicesAwarded UK, North East +8Published value£17,500,000

This lot is for the provision. of external audit services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in accordance with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #5Valuation ServicesCancelled UK, North East +8Published value£4,000,000

This lot is for the provision of valuation services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #6Health and Safety ServicesAwarded UK, North East +8Published value£8,000,000

This lot is for the provision of Health and Safety services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #7Human Resource ServicesAwarded UK, North East +8Published value£5,000,000

This lot is for the provision of Human Resource consultancy services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #8Payroll ServicesAwarded UK, North East +8Published value£5,000,000

This lot is for the provision of Payroll services specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #9Human Resource Management Software as a Solution (SaaS)Cancelled UK, North East +8ceiling above

This lot is for the provision of Human Resource Management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #10Payroll Management Software as a Service (SaaS)Awarded North East, North West +7ceiling above

This lot is for the provision of Payroll management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

Lot #11Combined HR and Payroll Management Software as a Service (SaaS)Awarded North East, North West +7ceiling above

This lot is for the provision of a combined Human Resource and Payroll Management software as a solution, specifically to Academies, Single Academy Trusts and Multi Academy Trusts in line with the Academy Trust Handbook. Additional information: Whilst this procurement isn't related to a specific project and/or programme financed by European Union funds, it is anticipated that there may be specific projects awarded via this framework which are financed by European Union funds.

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
What this means for your bid
  • “Pagabo National Framework for Academy Services” is a framework: the contest is a place on its panel, up to 99 suppliers, not a single contract.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
14 Jul 2023, 09:37 BST
Last source update
14 Jun 2024, 16:38 BST
Award evaluation window
11 Jan 2024 – …
Authority reference
2024/S 000-018477
FTS notice number
2024/S 000-018523
Classification (CPV)
Accounting and auditing servicesAccounting review servicesAccounting servicesAccounting, auditing and fiscal servicesAuditing servicesBusiness services: law, marketing, consulting, recruitment, printing and securityCertification servicesCompilation of financial statements servicesDocumentation servicesElectronic signature certification services
+17 moreFinancial auditing servicesFiscal services
Delivery area
UKNorth East (UKC)North West (UKD)Yorkshire & Humber (UKE)East Midlands (UKF)West Midlands (UKG)East of England (UKH)London (UKI)
+2 moreSouth East (UKJ)South West (UKK)
Official registry OCID
ocds-h6vhtk-03e1cb Find a Tender
Review and risk notes
Review procedure

As set out in the Public Contracts Regulations 2015

Publisher note: The following Lots were not awarded, Lot 5, Lot 9. Please see the attached detailed sub log and region allocation detailed below: https://pagabo.co.uk/wp-content/uploads/2024/06/Academy-Services-Framework-User_Guide-Watermarked.pdf

How it was run

Official notice
Run through: In-tend · Who buys & how to bid on In-tend
Supplier login requiredLanguage: EN
Access & registration note: Free · one account per buying organisation's portal · reCAPTCHA on signup

Tender documents are also served through a separate tool: https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1269 ↗

Appointment period ends
11 Jan 2024, 12:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bid validity
1440 days from the deadline
Bids opened
11 Jan 2024, 12:05 GMT
Detailed submission instructions & authority contactsFrom official release

Timeline

16 Nov 2023 → 14 Jun 2024 · 4 dates
  1. Next notice expected
    16 Nov 2023
  2. Admission / appointment period endsperiod end, not a bid countdown
    11 Jan 2024, 12:00 GMT
  3. Bids opened
    11 Jan 2024, 12:05 GMT
  4. Notice published
    14 Jun 2024, 16:38 BST

Notice history

5 events · 5 releases on Find a Tender · since 29 Nov 2023
  1. Status changed to active
    29 Nov 2023, 09:43 GMT
  2. Procurement method changed
    29 Nov 2023, 09:43 GMT
  3. Deadline published: 11 Jan 2024, 12:00 GMT
    29 Nov 2023, 09:43 GMT
  4. Buyer details updated
    29 Nov 2023, 09:43 GMT
  5. Status changed to complete
    14 Jun 2024, 14:26 BST
Published amendments (2 · 0 deadline changes)
WhenWhatBeforeAfterShift
—TextShort Description · II.1.4This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis.This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis on the In-Tend portal - https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1268
—TextShort Description · II.1.4This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis.This Framework Agreement is being advertised and tendered, so it can be utilised by all Academy Trusts in England and the full list is available in the Tender synopsis on the In-Tend portal - https://in-tendhost.co.uk/pagabo/aspx/ProjectManage/1268
—TextII.1.4Added Value Portal t/a Pagabo, acting on behalf of Red Kite Learning Trust, wish to establish a national framework of Providers of professional services to Academies in England. The framework will cover but will not be limited to the provision of Legal, Audit (internal and external), Data Protection, Health and Safety, HR and Payroll services. The Framework Agreement will be established for a peri…Pagabo Limited, acting on behalf of Red Kite Learning Trust, wish to establish a national framework of Providers of professional services to Academies in England. The framework will cover but will not be limited to the provision of Legal, Audit (internal and external), Data Protection, Health and Safety, HR and Payroll services. The Framework Agreement will be established for a period of 2 years, …

2 amendments published without a description.

Routine re-releases (5)
  • 2023-11: 1 release · 29 Nov 2023
  • 2023-07: 1 release · 14 Jul 2023

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 17admitted to the panel · see the list ↓
Bids received 107 from SMEs · busiest of 9 lots
Contracts signed 9latest 29 May 2024

9 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

All 9 of these contracts carry the same published figure, £89,500,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Legal Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • Payroll SaaS

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • HR & Payroll Combined SaaS

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • Data Protection Officer (DPO) Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • Internal Audit Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • External Audit Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • Health and Safety Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • HR Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active
  • Payroll Services

    Signed
    29 May 2024
    Value
    ceiling above
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Legal Services7bids · 7 electronic4——
2 · Data Protection Officer (DPO) Services10bids · 10 electronic7——
3 · Internal Audit Services5bids · 5 electronic4——
4 · External Audit Services2bids · 2 electronic1——
6 · Health and Safety Services2bids · 2 electronic1——
7 · Human Resource Services3bids · 3 electronic3——
8 · Payroll Services3bids · 3 electronic2——
10 · Payroll Management Software as a Service (SaaS)1bids · 1 electronic1——
11 · Combined HR and Payroll Management Software as a Service (SaaS)1bids · 1 electronic1——

Contracting authority & participating public bodies

2 public bodies on the notice

Red Kite Learning Trust

Contracting authorityPublic bodyEducationEducationBody governed by public law Harrogate, Yorkshire & Humber, HG2 9PHContact email

Dispute resolution & review bodies

  • High Courts of England and WalesReview body London

Framework contractors & participating bidders

18 commercial parties on the notice
Show 8 more suppliers
  • North Yorkshire CouncilFramework contractor County Hall, Northallerton, Yorkshire & Humber, DL7 8AD
  • Pick EverardFramework contractor Halford House, Charles Street, Leicester, East Midlands, LE1 1HA
  • Sagars Accountants LtdFramework contractor Gresham House, 5 – 7 St Pauls Street, Leeds, Yorkshire & Humber, LS1 2JG
  • Stone King LLPFramework contractor Upper Borough Court, 2 Upper Borough Walls, Bath, South West, BA1 1RG
  • TIAA LtdFramework contractor Artillery House, Fort Fareham, Fareham, Hampshire, South East, PO14 1AH
  • Wilkin Chapman LLPFramework contractor Cartergate House, 26 Chamtry Lane, Grimsby, Yorkshire & Humber, DN31 2LZ
  • Wilkin Chapman LLPFramework contractor Cartergate House, 26 Chamtry Lane, Grimsby, Yorkshire & Humber
  • Wylie & Bisset LLPFramework contractor 168 Bath Street, Glasgow, Scotland, G2 4TP

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria