INVITATION TO TENDER · INVITATION TO TENDER: THE DEVELOPMENT OF AN ONLINE BLENDED LEARNING COURSE...

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INVITATION TO TENDER: THE DEVELOPMENT OF AN ONLINE BLENDED LEARNING COURSE FOR OXFAM GB Main Facts Table Tender reference CALP_GFFO_R08606_A1.9 Supplies / Services / Works The development of an online blended learning course Tender launch Monday 17/02/2020 RFP Timetable See section 4 Deadline for submission of responses Sunday 08/03/2020 Oxfam GB Oxfam House, John Smith Drive Cowley Oxford OX4 2JY Procurement Manager: [email protected] Date: 17/02/2020

Transcript of INVITATION TO TENDER · INVITATION TO TENDER: THE DEVELOPMENT OF AN ONLINE BLENDED LEARNING COURSE...

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INVITATION TO TENDER:

THE DEVELOPMENT OF AN ONLINE BLENDED LEARNING COURSE

FOR OXFAM GB

Main Facts Table

Tender reference CALP_GFFO_R08606_A1.9

Supplies / Services / Works The development of an online blended learning course

Tender launch Monday 17/02/2020

RFP Timetable See section 4

Deadline for submission of responses Sunday 08/03/2020

Oxfam GB Oxfam House, John Smith Drive Cowley Oxford OX4 2JY Procurement Manager: [email protected] Date: 17/02/2020

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CONTENTS

CONTENTS .............................................................................................................................. 2

SECTION A: OVERVIEW AND INSTRUCTIONS RELATED TO THIS TENDER ...................... 3

1. INTRODUCTION ............................................................................................................. 3

2. OVERVIEW OF OXFAM GB AND OXFAM INTERNATIONAL ........................................ 3

3. OVERVIEW OF CaLP ..................................................................................................... 4

4. TIMETABLE .................................................................................................................... 4

5. QUESTIONS AND CLARIFICATIONS ............................................................................ 5

6. PRICE ............................................................................................................................. 5

7. SUBMITTING A TENDER ............................................................................................... 6

8. TENDER FORMAT AND CONTENT REQUIRED ........................................................... 6

9. TENDER EVALUATION .................................................................................................. 7

10. CONTRACT AWARD .................................................................................................... 7

11. CODE OF CONDUCT ................................................................................................... 8

12. VALUE STATEMENT .................................................................................................... 8

13. ETHICAL AND ENVIRONMENTAL POLICY ................................................................. 8

SECTION B: PROJECT OVERVIEW AND REQUIREMENTS ................................................ 10

14. BACKGROUND .......................................................................................................... 10

15. PROJECT RATIONALE AND OBJECTIVES ............................................................... 11

16. COURSE OBJECTIVES .............................................................................................. 11

17. PROJECT SCOPE ...................................................................................................... 11

18. PROJECT REQUIREMENTS ...................................................................................... 12

19. DELIVERABLES ......................................................................................................... 14

20. REPORTING AND PROJECT GOVRNANCE ............................................................. 14

21. DEPENDENCIES ........................................................................................................ 15

22. ASSUMPTIONS .......................................................................................................... 15

23. PROJECT SUCCESS CRITERIA ................................................................................ 15

Appendix A – Glossary Related to this Tender........................................................................ 16

Appendix B – Project Cycle Chart (Summary View) ............................................................. 168

Appendix C – Course Topics and Learning Outcomes ........................................................... 19

Appendix D – Terms of this Invitation to Tender (ITT) ............................................................. 21

Appendix E – Tender declaration ............................................................................................ 22

Appendix F – Clarification Question Format ........................................................................... 23

Appendix G – Supplier Questionnaire .................................................................................... 24

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SECTION A: OVERVIEW AND INSTRUCTIONS RELATED TO THIS TENDER

1. INTRODUCTION 1.1 This Invitation to Tender (ITT) relates to the intention to award a supplier to provide Oxfam an online

flexible, partially self-paced, partially facilitated, interactive and yet pedagogically constructive “CaLP CVA Skills for Programme Staff course”, that is based on available material used for face-to-face training. The development of such a course should be completed on September 15th, 2020. (NOTE: This tender uses and submitted proposals should use terms as outlined in the glossary in Appendix A)

1.2 Project overview and requirements are outlined in SECTION B.

1.3 This ITT contains the information and instructions the bidder needs to submit a Tender.

1.4 Oxfam GB intends to appoint a single supplier to provide the services outlined in 1.1. However, we reserve the right to carry out separate reviews at any time and following the evaluation of this Tender, may award some or all of the above business to different suppliers.

1.5 Without the express written permission of Oxfam GB, this ITT document, either in whole or part, must not be reproduced in any form or by any means or disclosed to others or used for the purposes other than in the preparation of the bidder’s tender response. It may not be disclosed to any third party outside of the agreed Confidentiality Agreement without the permission of Oxfam GB.

1.6 Whilst care and attention have been exercised in the preparation of this document, it remains subject to contract and all warranties, whether express or implied by statute, law or otherwise are hereby disclaimed and excluded.

2. OVERVIEW OF OXFAM GB AND OXFAM INTERNATIONAL 2.1 Oxfam GB is a development, relief and campaigning organisation dedicated to finding lasting solutions to pov-

erty and suffering around the world. It is Oxfam GB’s belief that every human being is entitled to a life of dignity and opportunity. Oxfam GB works at all levels, from local to global, and with people at all levels, from local communities to national governments, to ensure that the rights of every person are fulfilled and pro-tected.

2.2 Oxfam GB’s global programme comprises three types of primary activity: campaigning for change, emergency humanitarian response, and development work. Issues tackled by Oxfam GB include: climate change, conflict and natural disasters, health and education, debt and aid, gender equality, and trade. In the United Kingdom, Oxfam GB has many sides to its operations. It has a chain of high street shops, it is a trader selling Fair Trade foods and crafts and is a major voice in the debate about poverty. Above all, Oxfam GB is a charity supported by many volunteers and campaign supporters and over half a million regular donors.

2.3 Oxfam GB (OGB) is the largest member of Oxfam International (by revenue) and is one of nineteen Oxfam affiliates, each of which shares common core values. The affiliates are:

2.4 Each affiliate operates autonomously and are separate legal entities, however, in recent years there has been an increasing move towards standardisation of toolsets, processes and approach among all affiliates with the recent transition to an Executing Affiliate/Partner Affiliate (EA/PA) model. This means that just one

1. Oxfam America 2. Oxfam Australia 3. Oxfam-in-Belgium 4. Oxfam Brazil 5. Oxfam Canada 6. Oxfam IBIS (Denmark) 7. Oxfam France 8. Oxfam Germany 9. Oxfam GB 10. Oxfam Hong Kong

11. Oxfam India 12. Oxfam Intermón (Spain) 13. Oxfam Ireland 14. Oxfam Italy 15. Oxfam Mexico 16. Oxfam New Zealand 17. Oxfam Novib (Netherlands) 18. Oxfam-Québec 19. Oxfam South Africa 20. Oxfam Turkey

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Oxfam affiliate is in charge of a single strategy for each country where Oxfam has a presence. Each country-specific strategy will define Oxfam International’s combined long-term development programming with partners, the campaigning agenda, and humanitarian emergency response. For more details on Oxfam’s

scope of activities, please visit our website.

3. OVERVIEW OF CaLP 3.1 The Cash Learning Partnership (CaLP) is an international partnership of humanitarian actors working together

to increase the scale and quality of cash and voucher assistance (CVA) as a tool for humanitarian assistance. CaLP’s membership consists of more than 80 members, including UN agencies, donors, international NGOs, local NGOs and private sector organisations. CaLP is supported by an internationally dispersed secretariat across five regional hubs, hosted by member agencies. The secretariat supports members to collaborate across four areas: capacity building (building the skills to deliver quality CVA); knowledge sharing and research; supporting the coordination of CVA; and advancing policy debates around CVA. CaLP’s membership represents the majority of actors delivering humanitarian cash and voucher assistance worldwide, and CaLP is seen as the leading authority on issues related to CVA. For more details on CaLP’s scope of activities,

please visit our website.

3.2 This piece of work is commissioned by Oxfam GB on behalf of the Cash Learning Partnership (CaLP). CaLP will be closely involved in discussing with the supplier this project’s needs, expectations, required challenges and anticipated challenges. The development process of this project is anticipated to be highly collaborative one with CaLP team having a voice in it, and at times (if needed) liaise technical expertise.

4. TIMETABLE 4.1 The timetable for this ITT is set out in the table below. This timetable may be changed by Oxfam GB at any

time. The bidder will be informed if changes to this timetable are necessary. Oxfam reserves the right to dis-regard any response received after the response submission deadline time.

Date Activity

Monday, 17 February 2020 Publish this ITT

Thursday, 27 February 2020 Deadline submission of questions about

this ITT (see clause 5,2 below)

Monday, 2 March 2020 Clarification emails will be sent out

Sunday, 8 March 2020

(6pm GMT)

Deadline for the submission of your

Tender

Monday, 9 March to

Wednesday, 11 March 2020

Initial review of proposals

Thursday, 12 March to

Friday, 13 March 2020

Interview of shortlisted applicants

Final selection / negotiations

Contract Award Announcement

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5. QUESTIONS AND CLARIFICATIONS 5.1 Please refer to Appendix A for definitions and explanations of terminologies related to this tender.

5.2 Bidders may submit questions or seek clarification regarding any aspect of this ITT at any time prior to the deadline for clarifications.

5.3 Questions should be submitted by email in the clarifications questions spreadsheet to [email protected] with a filename clearly identifying your organisation. Responses and questions will be provided anonymously to all participating bidders.

5.4 Oxfam will not enter into exclusive discussions regarding the requirements of this ITT with individual bidders.

5.5 To ensure that all bidders have equal access to information regarding this ITT, Oxfam will publish all its responses to questions raised by Bidders on an anonymous basis.

5.6 Responses will be published in the excel file format attached at Appendix F to all companies who have been invited to tender.

5.7 At times Oxfam may issue communications to the email address for the tender contact so please ensure that this mailbox is reviewed on a regular basis.

6. PRICE 6.1 The budget ceiling for this consultancy is €48,000.

6.2 Pricing for this tender should be an offer capable of acceptance but bidders may submit several offers using their preferred methods of pricing on the basis of

• Capped service fee with time & material rates for each specific service (listed, quoted and rated)

• Capped service fee with time & material rates for each specific service (listed, quoted and rated)+ % of negotiated premium

• Other model or some mix of the above

6.3 Pricing should be provided on the basis of the information provided in this Tender and the responses to clarifications requested. It is up to the Bidder to ensure that they have sufficient information on which to provide this pricing.

6.4 Where you are able to provide services across a range of options, you should indicate any discounts which would apply to your services if you are selected to carry out reviews in more than one case. In addition, you should indicate options for reviewing other options and the impact on your pricing if you are selected to do so.

6.5 While the details provided in this ITT cover Oxfam GB’s requirements in detail, please indicate how you would intend to structure your fees and associated discounts if other affiliates were also involved in the market reviews. Where you already provide services to other Oxfam affiliates, please confirm what synergies are available to Oxfam GB and how this impacts the pricing you have proposed.

6.6 While Oxfam reserves the right to carry out negotiations in order to ensure its services are competitive at all times, the bidder should provide pricing on a “Best and Final Offer” basis. Any assumptions not provided as part of the clarifications process should be clearly stated in the response and, where possible, associated costs indicated.

6.7 The format of the pricing submission should be in Excel format – pdf copies may be provided only as back-up to the editable (copy only) Excel file.

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7. SUBMITTING A TENDER

7.1 Tenders should be submitted in writing in electronic format to the Procurement Manager by email to [email protected] with the subject title: Blended Online Course Application.

7.2 The deadline for submissions is 6:00 p.m. GMT on Sunday 8 March 2020.

8. TENDER FORMAT AND CONTENT REQUIRED 8.1 Your written response to this ITT will form the basis of Oxfam’s evaluation and should be presented in a for-

mat which makes it easy for us to review and to compare. While you may provide additional information in other formats, please ensure that you follow the basic outline as set out below.

8.2 Your document should be structured as follows:

A: Executive Summary and Tender Declaration (Appendix E) – setting out the key points of your Tender, identifying

how your approach to the project’s objectives and requirements, your Company’s unique selling points and summarising

your offer to Oxfam and potential for achieving savings.

B: Introduction – some background information setting out your company’s history and experience within relevant sectors

and how this fits with Oxfam’s requirements.

C: Technical Response – [as required and outlined in Section B]

D. Solution Proposals – [as required] While a highly detailed solution (design) is not expected at this stage, because this

will evolve through a collaborative and consultative relationship with CaLP’s team, the proposal is expected to entail a very

clear outline of how the proposed solution will address the project’s requirements outlined in section B: 18.1, 18.2 and 18.3

E. Commercial, Pricing and Proposed Fee structure (refer to section 6 for guidance on pricing format).

F. Additional information required –

• Detailed descriptions of at least two relevant examples of experience in related areas (one page maximum per

example) If your examples are only accessible through credentials, please provide those, so that the evaluation team

can access and evaluate submitted samples.

• Assumptions you are making in relation to the proposal.

• Your Data Protection Policy and management, including accreditations if applicable.

• Your risk mitigation policy, mapped to anticipated risks and challenges.

• Ability to provide innovative solutions tailored to Oxfam specific requirements.

• Clear and competitive KPI.

• A minimum of two References.

• Where you are proposing alternative models or additional services which you feel would complement the base

service provisions or where you have innovations which you think might be of interest to Oxfam GB, please provide

an over-view here. Where pricing would be in addition to the fees proposed in Section D this should be clearly set

out and priced in the Excel tab on a separate “Optional Services” tab. Oxfam GB will consider these only where there

is a significant benefit (with cost being the main consideration).

• The names of those people (preferably no more than 4) who would attend, if shortlisted, the Bidder presentation if it

has been agreed to have this presentation onsite.. These should include those persons who it is anticipated will be

handling our affairs on a day-to-day basis.

• If your company has been subject to investigation, application of sanctions or other actions by a regulative authority

or its predecessors detail the outcomes of any actions.

• Include your annual accounts for the last two financial years.

• Detailed outline of your technical expertise (CaLP can provide suggestions of suitable technical advisers should it be

required) and capabilities through resumes and CVs of all personnel who are going to be involved in the project.

G. Additional Services you offer and your evaluation of the benefit to Oxfam in taking such services. Where pricing would

be in addition to the fees proposed in section F, this should be clearly set out and priced in the Excel tab on a separate

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“optional services” tab.

Any additional information you provide will not form a part of the formal evaluation by Oxfam and is not part of the marking

scheme. Hard copies are not required for such additional information and Oxfam reserves the right not to circulate anything

which appears to be a standard sales brochure or similar documents.

9. TENDER EVALUATION 9.1 Tenders will be evaluated in line with the criteria set out below and general marking scheme. The tender will

be evaluated by a cross-functional team from Oxfam.

9.2 The Tender will be evaluated on the following criteria in the main but other criteria such as quality of response, adherence to process and deadlines etc. may also be taken into consideration

• Ability to develop innovative - solutions.

• Ability to develop flexible, cost efficient and appropriate learning activities that follow a blended online mode. (For the definition of Blended Online, please refer to Appendix A)

• Ability to develop, responsive, motivating and yet pedagogically sound blended online learning activities

• Overall responsiveness and feasibility of the technical proposal.

• Compliance with Tender Instruction

• Meeting the essential relevant technical, legal, economic and financial Criteria.

• Competitive pricing – providing us visibility of costs, clear justification of the spend and simply structured payment options.

• Oversight team/individual profile, competence and experience relevant to the service provision.

• Supplier Questionnaire.

• Transparency of the value add in the proposal – we can justify using the Bidder to our donors and be assured that they will constantly work to review our position.

• References

10. CONTRACT AWARD 10.1 As part of this tender process, Oxfam makes no obligations in any way to:

• Pay any bidder for its participation in this ITT process or for the provision of a response to this ITT; or

• Award the contract with the lowest or any bidder; or

• Award the contract in full or in part to any one bidder; or

• Accept any ITT information received from bidders; or

• Include any bidders responding to this ITT in any future invitation; or

• Any other commitment to bidders whatsoever.

10.2 Any tender received by Oxfam pursuant to this ITT will be subject to contract

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11. CODE OF CONDUCT 11.1 Efficient and effective suppliers are critical if Oxfam GB is to achieve much of what it needs to do as an

organisation. Oxfam GB’s Code of Conduct for Suppliers seeks to:

• obtain best overall value for money when procuring the goods, works and services that Oxfam GB needs;

• recognise the safety, health, environmental and ethical impact of all supply decisions, and involve suppliers in minimising negative effects;

• recognise and respect the multi-cultural diversity and government restrictions relating to the countries that Oxfam GB works within;

• develop relationships with the supply market that support mutual understanding of Oxfam GB’s needs and suppliers’ capabilities; and

• ensure consistency of quality, reliability, availability and performance at affordable cost.

11.2 Oxfam's policies on financial crime set out policy objectives and procedures to ensure that none of its in-come or expenditure breaches applicable laws and regulations on terrorist financing, financial sanctions, money laundering or proceeds of crime. At the discretion of Oxfam, suppliers and partners (and their affili-ates/group companies, employees, officers, owners, agents and sub-contractors) may be subject to formal screening against global lists of individual’s subject to designation or proscription under financial sanctions or counter terrorism regulations. This screening may take place both before any contract is signed as part of our due diligence process, and at any point during the term of any contract. If any checks reveal a positive match, Oxfam reserves the right to cease working with a partner, including ending negotiations, excluding a partner from a tender process, suspending payments and terminating any contract. Any funds owning to the partner at the time the partner becomes subject to designation or proscription will be frozen until such time as the designation or proscription is lifted. Oxfam may also take other action as it considers appropriate in the cir-cumstances, including reporting to relevant authorities and/or donors.

11.3 For more information about Oxfam GB’s preferred relationship with suppliers, click here

12. VALUE STATEMENT 12.1 Value for money is very important to Oxfam GB, as every additional £1.00 saved is money that can be used

on humanitarian and development work throughout the world. When choosing a preferred supplier, in addi-tion to value for money, Oxfam GB may consider a number of other criteria, including (in no particular order):

• willingness to comply with Oxfam GB’s Ethical & Environmental Purchasing Policy (see below)

• the quality of products or services, including their robustness and sustainability

• administration and account management

• technical capability, both now and in the future

• capacity for flexibility and scalability

13. ETHICAL AND ENVIRONMENTAL POLICY 13.1 Oxfam GB operates an Ethical and Environmental Purchasing Policy covering the purchase of all goods and

services. The Ethical and Environmental Purchasing Policy provides a number of standards for Oxfam GB and its suppliers relating to labour and human rights conditions, environmental impacts, and business relations throughout the supply chain.

13.2 Oxfam GB expects suppliers to demonstrate commitment, at director level, to the standards and principles

in the Ethical and Environmental Purchasing Policy and to the assessment and management of risk in the sup-ply chain. It is a requirement of conducting business with Oxfam GB that each supplier confirms, or agrees to work towards, the standards and principles in the Code of Conduct for Suppliers.

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13.3 Oxfam GB is committed to working with existing and future suppliers to ensure that the Ethical and Environ-mental Purchasing Policy and its implementation are approached in a practical, realistic manner, taking into account local custom and practice. A demonstrable willingness to endorse the Ethical and Environmental Pur-chasing Policy, and make systematic improvements towards full compliance with the published standards, will be a consideration in the selection and retention of suppliers.

13.4 Please visit the Ethical and Environmental policy webpage.

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SECTION B: PROJECT OVERVIEW AND REQUIREMENTS

14. BACKGROUND

14.1 Organizational background 14.1.1 The Cash Learning Partnership (CaLP) is the global partnership for cash and voucher assistance (CVA) in

humanitarian aid and is considered to be a catalyst for accelerating change in the scale and quality of cash transfer programming and an enabler to the collaboration necessary to develop practical solutions to col-lective problems in the sector. Since its founding in 2005, CaLP has been at the forefront of promoting and improving cash transfer programming across the humanitarian sector.

14.1.2 CaLP enables collaboration between organizations, while also supporting them to make their own progress. CaLP’s approach is to bring organisations together to strengthen capacity, knowledge and commitment for cash transfer programming across the humanitarian sector. The potential of cash cannot be delivered by organisations working alone.

14.1.3 The CaLP secretariat comprises approximately 30 staff globally, which is made up of technical expertise, capacity building, communications and management staff. CaLP has offices in Jordan, Kenya, Senegal, Switzerland, the UK and US, as well as a number of homebased staff. These offices support and facilitate knowledge sharing, learning and training in multiple countries, and ensure that all voices are heard through representation in key global and regional fora.

14.2 Background to CaLP’s Capacity Building Strategy 14.2.1 CaLP’s membership comprises more than 80 organisations and individual experts. Members include NGOs,

UN agencies, academia, the private sector and donors. Within CaLP, members are at the heart because they deliver the increase in scale and quality of cash and voucher assistance (CVA) programming in hu-manitarian response.

14.2.2 Within the CaLP’s organisational efforts to brings humanitarian actors together to address the many col-lective aspects of the global framework for action, CaLP’s capacity build objective highlights our commit-ment to providing specialist capacity building services and advice by:

• Developing a full set of training programmes that cover key competencies required for quality CVA and are integrated into sector-wide training infrastructure.

• Making our training programmes easily accessible to people working on humanitarian assistance around the world.

• Training 50,000 people working on humanitarian assistance around the world.

14.3 Background to CaLP’s Capacity Building Portfolio 14.3.1 CaLP currently maintains a portfolio of approximately 15 face-to-face and e-learning courses, offering op-

portunities for humanitarians at the introductory, intermediate and advanced levels. CaLP’s materials and content serve as a foundation for the training efforts of organisations around the world. As these materials have been made available and are in use, CaLP appreciates the opportunities that current technology provides for further increasing access to content. Moreover, we understand that practitioners seek op-

portunities to learn at their own pace, using e-learning platforms; indeed, the Cash Learning Hub con-

tinues to see an increase in subscribers and learners.

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15. PROJECT RATIONALE AND OBJECTIVES 15.1 CaLP’s capacity building services are delivered through face-to-face and e-learning courses. As cash and

voucher assistance (CVA) programming becomes an even more critical component of humanitarian re-sponse initiatives, CaLP continues to be a global leader in providing capacity building opportunities to field practitioners, decision makers and strategic planners. However, demand outstrips CaLP’s capacity to supply face-to-face courses, particularly the flagship course the “Core CVA Skills for Programme Staff”. Hence the commitment to developing and offering a blended online course based on this course.

15.2 The main objective of this project is to:

Develop an online flexible, partially self-paced, partially facilitated, interactive and yet pedagogi-cally constructive “Core CVA Skills for Programme Staff” course, that is based on available material

that has been used for face-to-face (f2f) training.

16. COURSE OBJECTIVES 16.1 It is anticipated that the blended online course will maintain the objectives, topics and learning out-comes

of the 5-day f2f training material, as it will be addressing the needs of the same target audience, i.e. pro-gramme staff members responsible for designing, implementing and monitoring cash transfer pro-grammes.

16.2 Prior to enrolment in the blended online Core CVA Skills for Programme Staff course, participated must successfully complete both the CVA Fundamentals and the Introduction to Market Analysis courses.

16.3 The approach toward this ‘blended online’ course development is going to be a highly collaborative one. CaLP’s Capacity Building team intends to engage closely with the awarded contractor to review and refine the course design. Therefore, submitted proposals should outline a specific, yet illustrative design, open to discussion and finalization with CaLP.

16.4 The f2f course is structured around the project cycle (See Appendix B) and covers all of the key skills re-quired to design, implement and monitor cash transfer. It focuses on a technical/programmatic perspec-tive and incorporates examples and case studies from multiple sectors. To see the specific course topics and the learning outcomes under each, please refer to Appendix C.

16.5 By the end of this course, participants should be able to

a) Understand how Cash and Voucher Assistance (CVA) Programming is guided by key policies, stand-ards and guidelines,

b) Describe how CVA needs to be integrated into the roles of different teams throughout the project cycle.

c) Explain what assessment information is needed to inform response analysis d) Use market information to inform modality choice e) Understand how CVA can contribute to response objectives f) Identify the information needed for monitoring and evaluation of CVA g) Identify how collaboration and coordination support quality CVA.

17. PROJECT SCOPE 17.1 All services/ activities and duties that will lead to the development of the course outlined in Section 1.1. and that would fulfil the objectives of this project are to be considered ‘in scope’. This might include, but is not limited to the following:

a) Transforming and making use of the available content (that has been used for the face-to-face course) into an interactive digital format.

b) Using Elucidat authoring platform for the development of the course and all its integral components.

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c) Developing motivating and interactive asynchronous content that the participants can engage with on their own pace.

d) Developing the structure and content for interactive synchronous facilitator/participant interaction webinar sessions (suggested tool is Zoom). It is expected to have at least the detailed content and structure of 4 webinars covering the 4 core topics (2-5), each not exceeding 2-hours.

e) Engaging in continuous and constructive discussions around course development and reporting on progress.

f) The development of microlearning components (i.e. learning activities) that could be standalone modules for practitioners who do not want to complete the entire course

g) The provision of a ‘Facilitator’s Guide’ to support facilitators with the management of the synchro-nous webinar session.

h) The integration of a learning attainment recognition system, that recognizes learners’ undertaking of some activities, modules and/or course.

i) The integration and migration of the developed course onto Kaya. j) User-interface testing k) Ensuring that all components of the course are “copyrighted”. The provision of all privileges and

rights to manage, edit, update…etc. the course after hand-over of the project. l) Developing of the complete course (and all integral activities) using CaLP’s branding policy. m) Adhering to CaLP’s approach and structure in displaying the topics

17.2 The following is considered to be ‘out of scope’:

a) Content review (unless guided by CaLP) b) The development of material or content to be used synchronously other than webinars to be opened

and managed on set timings. c) The purchase of external resources that require a license/fee

18. PROJECT REQUIREMENTS

18.1 Technical Requirements 18.1.1 The development of the course and all its integral components by using the available ‘Elucidat’ authoring

tool.

18.1.2 Migrating/uploading the course on Kaya Learning Management System.

18.1.3 The development of SCORM compatible course components and material.

18.1.4 The development of all forms of graphics, video diagrams, animations, cartoon forms… provided always that the cost of the solution is within the outlined budget, and that the developed material is suitable for a humanitarian organization.

18.1.5 As the target audience will be located in offices in potentially remote locations, difficulties with connectivity and low bandwidth problems need to be taken into account.

18.1.6 Ensuring that the complete course and all integral components are mobile-compatible.

18.1.7 Ownership of the intellectual property rights for the content of the complete course as well as all its integral components must be vest in Oxfam GB. Any arrangement related to the development of the learning activities and modules must be such that the distribution of the end product is not limited in any way by any intellectual property rights.

18.1.8 The resulting modules must be designed and developed using the most appropriate and cost-efficient technologies and e-learning techniques.

18.1.9 The course, as well as all the integral components, should be designed following CaLP’s branding guidelines.

18.1.10 The developed course should be flexible in terms of adding additional activities/ modules and / or topics in the future.

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18.2 Instructional Design Requirements 18.2.1 The supplier is expected to provide creative, yet simple and highly effective design of the course

18.2.2 The course should be designed in a self-paced mode, but yet provide some mandatory interaction (e.g. webinars) with a facilitator on specific intervals (or dates outlined in a calendar).

18.2.3 We would expect participants to complete the course within an estimated time of four months.

18.2.4 Proposals should include an estimated total learning time (GLH: guided learning hours/ time on task) for participants in the course.

18.2.5 The design of the course should follow a “micro-learning approach”, i.e. the development of standalone learning activities for participants, who would have options to take separate activities, follow a module or even the complete course. Each module should be structured into several discreet but related learning activities. Each learning activity of each module must be view sequentially but be capable of being used as a single entity.

18.2.6 Realizing that the participants are highly busy and committed humanitarian staff, the course material needs to be highly motivating and engaging.

18.2.7 The modules will be in English. As English is not the mother-tongue of the majority of participants, and as their language levels are so varied, every effort must be made to 1) keep the use of language throughout the course to the minimum necessary to convey the appropriate messages and 2) keep the used language as simple as possible.

18.2.8 The supplier is expected to develop a well-structured course that would need minimal guidance for enrolment, participation and following up.

18.2.9 The developed course should be flexible, i.e. offering a diversity of options and enrolment choices, catering to the different needs and interests of the wide range of humanitarian staff.

18.2.10 The developed end-product, i.e. the blended online course, should be as best as possible responsive to diverse learning styles through the development of diverse material types: visuals, sound, text, assignments, discussions in order to cater for the different learning styles.

18.2.11 The proposed solution should be innovative and highly creative, in transforming the (quite heavy and complex) material into a highly engaging and motivating one

18.2.12 The developed course should be pedagogically sound, offering a set of ‘reflective activities’ that trigger thinking about one’s specific context, i.e. helps participants to move beyond ‘surface learning’ and reach deeper levels of thinking.

18.2.13 The learners are national staff from different countries and backgrounds; therefore, it is paramount that the learning activities are (a) culturally sensitive yet not culturally-specific, and (b) universally applicable across the globe.

18.2.14 The course content should enhance participants’ skills related to problem-anticipation and solving.

18.2.15 The content and the usage of language should be, throughout the course, to a great extent global and multicultural, i.e. being easily comprehended and accepted by participants from across the globe.

18.2.16 The content and the usage of language should be based on principles of ‘conflict sensitive programming’.

18.2.17 There is no requirement for modules to be time limited.

18.2.18 The results of any test or quiz within each sub-section must be retained and contribute to the overall score for the module. (Note: Although there is an understanding of the importance of ‘assessment’ for learning, however, in this context here, there is an expectation to propose as little assessments as possible, while opening up the floor for more creative learning activities appropriate for dedicated adult learners)

18.2.19 The course should include a system of learning attainment recognition, which recognizes the attainment

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of skills and knowledge after a set of learning activities, after finalizing a module and a complete course. Badges and certificates are ideas to how this can be accomplished.

18.3 Management-related Requirements

18.3.1 The learning activities, modules and all of the course material is to be developed in consultation with CaLP’s subject matter experts (SMEs).

18.3.2 The supplier should outline – as part of the proposal – the management and reporting system that is going to be applied for this project.

18.3.3 The supplier should outline – as part of the proposal – the ‘risk mitigation strategy/ies’.

18.3.4 The supplier should outline – as part of the submitted proposal – the projects Key Performance Indicators (KPIs) and how, and how frequent, those are going to be evaluated.

19. DELIVERABLES

19.1 The identification and development of an online flexible, partially self-paced, partially facilitated, inter-active and yet pedagogically constructive “CVA Skills for Programme Staff” course, that is based on avail-

able material that has been used for face-to-face (f2f) training adhering to all what has been mentioned in point under project requirements.

19.2 A clear project plan structured along phases and milestones and incorporating regular project reviews

19.3 The chosen supplier will

• submit an initial prototype

• engage in discussions with CaLP team to agree on structure, design, and details of the course.

• submit storyboard and scripts related to each learning activity and learning component (includ-ing the webinars)

• a final, on Elucidat developed and in Kaya uploaded tested final course version that incorporated all received feedback and comments.

20. REPORTING AND PROJECT GOVERNANCE

20.1 The supplier will be responsible for writing regular update reports on this project which will be sub-mitted to CaLP.

20.2 The supplier is responsible of forming a project team that would liaise with CaLP on issues related to this project and meet on a regular basis

20.3 The supplier will be responsible for maintaining a project control log to be used as the primary doc-ument for controlling the project. The log will include design decisions, assumptions, actions, issues, risks, and a project plan.

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21. DEPENDENCIES

21.1 Provision of available material and content

21.2 Review of current available material

21.3 Provision of some upfront payments

21.4 Access to authoring tool license

21.5 Timely agreement and finalization of all legal documentations

21.6 Access to Kaya Learning Management System during the uploading phase.

22. ASSUMPTIONS

22.1 CaLP Subject Matter Experts (SME’s) in the field of CVA are available to liaise with the supplier es-pecially in issues related to the content

22.2 The supplier will be (if needed) allowed to use Oxfam’s Elucidat license to develop the course on it. However, it would be preferred if the supplier has got its own license.

22.3 The supplier will enter constructive discussions with the CaLP team to identify and understand the specific detailed needs and expectations.

22.4 The contract and legal documentations could be signed by max end of March 2020.

22.5 The learning activities, the modules and the entire course will be developed and signed-off on 15 Sep 2020.

22.6 Participants will have sufficient internet bandwidth and connectivity to access the modules.

23. PROJECT SUCCESS CRITERIA

23.1 Participants are able to log-on, register and engage seamlessly with learning activities and course material on Kaya platform.

23.2 Participant feedback confirms that modules are pitched at the correct language level and are cul-turally appropriate

23.4 Facilitators are able to run the webinar sessions, seamlessly

23.5 Participants give positive feedback on ease of use, technical aspects and content material

23.6 Participants inform CaLP team that the course has addressed issues of low bandwidth.

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APPENDIX A – GLOSSARY RELATED TO

THIS TENDER NOTE: This Glossary is aimed to explain terminologies that appeared in this tender. Some of the terminologies might have a different explanation in other contexts.

Assumptions Facts or actions that are expected to be true

Blended Online course A course that is offered online and that is partially self-paced and partially facilitated.

Conflict sensitivity

Conflict sensitivity refers to the practice of understanding how aid interacts with conflict in a particular context, to mitigate unintended negative ef-fects, and to influence conflict positively wherever possible, through hu-manitarian, development and/or peacebuilding interventions.

Culturally sensitive Cultural sensitivity is a set of skills that enables us to learn about and un-derstand people who are different from ourselves, thereby becoming bet-ter able to serve them within their own communities.

Dependencies Services that are related to this project and influence its outcomes

Elucidat The authoring tool used by Oxfam for course development

Facilitated Interactive course components that are managed and run by a facilitator and that provide facilitator/participant interaction. In this tender the facil-itated course component are webinars.

In scope Set of service should be implemented under this project

Kaya (learning platform) Kaya is the global learning platform of the Humanitarian Leadership Acad-emy. Here you will find both online and in-person learning opportunities, which are completely free to access.

Learning activities Standalone course components, e.g. a video, an animation, a read-ing….where a set of learning activities together form a ‘module’

Out of scope Services or activities that are not part of this project

Module

A part or section of a course that consist of numerous learning activities. In this tender a participant can choose between engaging in standalone course components, i.e. learning activities, in engaging in a set of struc-tured sequential learning activities that cover a topic, i.e. module, or a com-plete course.

Product The final version of the course development

Project The whole process of developing the blended online course

Self-paced Course components that a learner can engage with on his own time and at his own pace.

Service /s all what will be provided by the supplier

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Webinar A webinar is an online event that is hosted by an organization/company and broadcast to a select group of individuals through their computers via the Internet.

Zoom Zoom is a cloud-based video conferencing, group messaging, and online meetings solution for the training and learning purposes. It is compatible with both PC and mobile devices.

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APPENDIX B – PROJECT CYCLE CHART

(SUMMARY VIEW)

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APPENDIX C – COURSE TOPICS AND

LEARNING OUTCOMES

Topics and key learning outcomes

The course is made up of 6 topics. The learning outcomes for each topic are:

Topic 1: CTP Concepts, Standards and the Policy Environment

➢ Explain how CTP can support the different phases of humanitarian response ▪

➢ Use key CTP terms appropriately

➢ Summarise the key factors determining the overall appropriateness of CTP in humanitarian response ▪ Describe key steps related to CTP across the Programme Cycle

➢ Demonstrate how CTP relates to and is reflected in key standards in the humanitarian sector

➢ Briefly describe key policy trends and their influence on CTP

Topic 2: Assessment

➢ Apply the project cycle to assessing what humanitarian response efforts will be necessary

➢ Integrate CTP-relevant information into needs assessment data collection

➢ Explain how underlying and crisis-related vulnerabilities relate to identified needs

➢ Explain how CTP contributes to broader Market-Based Programming

➢ Summarise key terms relating to markets in humanitarian response

➢ Distinguish between key factors that can affect market performance and how these may influence the choice of response option

➢ List key types of data that need to be collected to assess market performance

➢ Demonstrate why market analysis is a critical step in making recommendations for response options

➢ Explain key actions involved in market analysis

➢ Outline common market assessment tools and methods and contexts where they may be more appropriate

➢ Understand key factors for selecting delivery mechanisms

➢ Explain why assessments and situation analysis should be coordinated

Topic 3: Analysis

➢ Summarise elements defining CTP feasibility

➢ Compare the feasibility of different delivery mechanisms for CTP

➢ Explain key factors informing modality selection

➢ Demonstrate pros and cons of different assistance modalities

➢ Demonstrate pros and cons of delivery mechanisms

➢ Identify the decision-making process for modality selection

➢ Compare different types of risks related to CTP

➢ Identify potential mitigation strategies for key CTP risks

➢ Understand key factors for selecting delivery mechanisms

➢ Explain pros and cons of different CTP delivery mechanisms

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➢ Explain the meaning of transfer value and related concepts

➢ Apply key considerations by which a transfer value is determined and justified

➢ Demonstrate the relationship between transfer value and expected outcomes

Topic 4: Design and implementation

➢ Summarise CTP-specific targeting considerations

➢ Explain key considerations for beneficiary registration for CTP

➢ List relevant types of service providers for CTP

➢ Explain main steps and considerations involved in contracting service providers in CTP

➢ Produce a programme design to reach a humanitarian objective or objectives

➢ Summarize the key elements of the CTP delivery (encashment) process (registration, authentication/verification, distribution, reconciliation)

➢ Explain key principles and considerations for direct distributions of cash

➢ Explain concept of accountability to affected populations (AAP) and other stakeholders

➢ Propose different complaint and feedback mechanisms that beneficiaries could use in different contexts

➢ List the steps in a CTP reconciliation process

➢ Apply elements of staff and beneficiary safety and security which need to be addressed throughout the delivery and reconciliation process

➢ Explain the relevance of different job functions for CTP

➢ Summarise the need for segregation of duties for CTP

➢ Explain the need for coordination

➢ Explain the needs for both strategic and technical coordination

Topic 5: Monitoring

➢ Explain how to select issues for monitoring

➢ Select process indicators for monitoring of CTP

➢ Select outcome indicators for CTP

➢ Outline the purpose of market monitoring

➢ Articulate key steps of market monitoring

➢ Explain key actions involved in market analysis

➢ Make programmatic decisions based on market analysis of monitoring data

Topic 6: looking ahead

➢ Identify and comprehend a topic in depth of participant’s own choosing

➢ Identify how preparedness for collaboration and coordination can support quality CTP

➢ Identify how organisations can better support quality CTP

➢ Identify key next steps for learning more about CTP and improving implementation within your current role

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APPENDIX D – TERMS OF THIS INVITATION

TO TENDER (ITT)

1. INTRODUCTION 1.1 These Terms of the ITT regulate the conduct of the Bidder and Oxfam throughout the tender process.

1.2 In these Terms, any reference to 'person' includes, but is not limited to, any person, firm, body or associa-tion, corporate or incorporate.

2. ITT CONDUCT The Bidder agrees to abide by these terms and any instructions given in the ITT and agrees to ensure that

any of its staff, contractors, subcontractors, consortium members and advisers involved or connected with the ITT abide by the same.

2.1 Contact during the ITT exercise The Bidder must not directly or indirectly canvass any Oxfam employee either directly or indirectly in-

volved in the evaluation of this ITT. Any attempt to do so may result in the Bidder being disqualified from further participation in this ITT.

2.2 Collusive Behaviour 2.2.1 The Bidder must not (and shall ensure that its subcontractors, consortium members, advisors or

companies within its Group do not):

2.2.1.1 fix or adjust any element of the Tender by agreement or arrangement with any other person;

2.2.1.2 communicate with any person other than Oxfam GB the details of its response to this ITT without the express consent of Oxfam GB;

2.2.1.3 act in any way so as to breach Oxfam GB’s conditions relating to supplier conduct, ethical trading or the terms of the non-disclosure agreement,

except where such prohibited acts are undertaken with persons who are also participants in the Bidder’s response to this ITT, such as subcontractors, consortium members, advisors or companies within its group, or where disclosure to such person is made in confidence in order to obtain quotations necessary for the preparation of the tender or obtain any necessary security.

2.2.2 Oxfam GB may disqualify any Bidder from further participation in this ITT process if it reasonably believes that the Bidder has breached the conditions set out in 2.2.1 above at any time on written notice.

3. ITT PROCESS – RIGHTS TO VARY OR CANCEL 3.1 Oxfam GB reserves the right:

3.1.1 to amend, clarify, add to or withdraw all or any part of the ITT at any time during the ITT process, including the timing and format of the proposed presentations;

3.1.2 to vary any timetable or deadlines set out herein;

3.1.3 not to conclude a contract for some or all of the services for which Tenders are invited; and

3.1.4 cancel all or part of the ITT at any stage at any time.

3.2 The Bidder accepts and acknowledges that by issuing the ITT, Oxfam is not bound to accept a Tender or obliged to conclude a contract with the Bidder at all.

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APPENDIX E – TENDER DECLARATION Tender Declaration

On behalf of my organisation, I the Undersigned accept in full and without restriction the conditions governing this ITT as the sole basis of this competition, whatever its conditions of sale may be, which are hereby waived. I declare that I am fully authorised by my organisation to submit a response to this ITT and to enter into discussions with Oxfam for the provision of the services set out in the ITT.

I have examined carefully, understood and comply with all conditions, instructions, forms, provisions and specifications contained in this tender dossier. I am aware that failure to submit a tender containing all the information and documentation expressly required within the specified deadline may lead to the rejection of the tender at Oxfam GB’s discretion.

I hold no reservation in regard to the tender dossier and am aware that any reservation may result in the rejection of the tender by Oxfam GB.

I am not aware of any corruption practice in relation to this competition. Should such a situation arise, I shall immediately inform Oxfam GB in writing.

I declare that we are affected by no potential conflict of interest, and that my organisation and our staff have no particular link with any other bidders or parties involved with this competition. Should such a situation arise during the performance of the contract, we shall immediately inform Oxfam GB in writing.

By signing below, I hereby accept, on behalf of my organisation (and confirm that I am duly authorised to do so), Oxfam’s standard terms of payment, which are thirty (30) days after the end of the month of receipt by Oxfam of a duly authorised invoice or, if later, after acceptance of the goods or services being delivered to Oxfam.

Company Name and Address:

Company Representative Name:

Title:

Signature:

Date:

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APPENDIX F – CLARIFICATION QUESTION

FORMAT

Please use the attached excel spreadsheet and submit your clarification questions to the Procurement Contact by 27th February at the latest. Before you return the file, please ensure that your supplier name is stated clearly in the filename, on the worksheet and on the worksheet tab.

Please download the pdf to open the ‘Supplier Clarifications Template’ spreadsheet, which you will find in the attachments section on the left of this pdf file.

Supplier Clarifications Template.xlsx

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APPENDIX G – SUPPLIER QUESTIONNAIRE Please download the pdf to open the ‘SQ Short v2.02’ spreadsheet, which you will find in the attachments section on the left of this pdf file.

SQ Short v2.02.xlsx