Awarded contract

Due Diligence Services

  • South of Scotland Enterprise Agency

F03: Contract award notice

Notice reference: 2021/S 000-000750

Published 14 January 2021, 12:08pm



Section one: Contracting authority

one.1) Name and addresses

South of Scotland Enterprise Agency

Carmont House, The Crichton, Bankend Road

Dumfries

DG1 4TA

Contact

Stuart Paterson

Email

stuart.paterson@sose.scot

Telephone

+44 1750535901

Country

United Kingdom

NUTS code

UK - UNITED KINGDOM

Internet address(es)

Main address

https://www.southofscotlandenterprise.com/

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA30448

one.4) Type of the contracting authority

Regional or local Agency/Office

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Due Diligence Services

Reference number

SOSE018

two.1.2) Main CPV code

  • 66171000 - Financial consultancy services

two.1.3) Type of contract

Services

two.1.4) Short description

The South of Scotland Enterprise Agency are undertaking a tender process to identify and appoint a ranked framework contract Service Provider(s) of financial and business-related due diligence services for SME’s within the South of Scotland (Scottish Borders and Dumfries and Galloway) area.

two.1.6) Information about lots

This contract is divided into lots: Yes

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £400,000

two.2) Description

two.2.1) Title

Scottish Borders Area

Lot No

1

two.2.2) Additional CPV code(s)

  • 72221000 - Business analysis consultancy services
  • 79211000 - Accounting services
  • 79411100 - Business development consultancy services
  • 79412000 - Financial management consultancy services

two.2.3) Place of performance

NUTS codes
  • UKM91 - Scottish Borders

two.2.4) Description of the procurement

Provide financial and business related due diligence services to SME's within the South of Scotland area.

Types of support will include, but are not limited to:

- financial reviews

- strategic business reviews

- investor ready business plans

- assessing investor proposals

- distress situations

- R&D / Innovation - technical assessments / R&D tax assessments and

- general technical assessments.

two.2.5) Award criteria

Quality criterion - Name: Cyber Security / Weighting: Pass/Fail

Quality criterion - Name: Technical / Weighting: 70

Price - Weighting: 30

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Dumfries and Galloway Area

Lot No

2

two.2.2) Additional CPV code(s)

  • 72221000 - Business analysis consultancy services
  • 79211000 - Accounting services
  • 79411100 - Business development consultancy services
  • 79412000 - Financial management consultancy services

two.2.3) Place of performance

NUTS codes
  • UKM92 - Dumfries & Galloway

two.2.4) Description of the procurement

Provide financial and business related due diligence services to SME's within the South of Scotland area.

Types of support will include, but are not limited to:

- financial reviews

- strategic business reviews

- investor ready business plans

- assessing investor proposals

- distress situations

- R&D / Innovation - technical assessments / R&D tax assessments and

- general technical assessments.

two.2.5) Award criteria

Quality criterion - Name: Cyber Security / Weighting: Pass/Fail

Quality criterion - Name: Technical / Weighting: 70

Price - Weighting: 30

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2020/S 185-447985


Section five. Award of contract

Lot No

1

Title

Scottish Borders Area

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

21 December 2020

five.2.2) Information about tenders

Number of tenders received: 13

Number of tenders received from SMEs: 8

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 13

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

Ernst & Young LLP (EY)

G1 Building, 5 George Square

Glasgow

G2 1DY

Telephone

+44 2079512000

Country

United Kingdom

NUTS code
  • UK - UNITED KINGDOM
The contractor is an SME

No

five.2.3) Name and address of the contractor

CJM Project Financial Management Ltd

Ingram Enterprise Centre, 30-38 John Finnie Street,

Kilmarnock

KA1 1DD

Telephone

+44 1563520730

Country

United Kingdom

NUTS code
  • UK - UNITED KINGDOM
The contractor is an SME

Yes

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £400,000


Section five. Award of contract

Lot No

2

Title

Dumfries and Galloway Area

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

21 December 2020

five.2.2) Information about tenders

Number of tenders received: 13

Number of tenders received from SMEs: 8

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 13

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

Ernst & Young LLP (EY)

G1 Building, 5 George Square

Glasgow

G2 1DY

Telephone

+44 2079512000

Country

United Kingdom

NUTS code
  • UK - UNITED KINGDOM
The contractor is an SME

No

five.2.3) Name and address of the contractor

CJM Project Financial Management Ltd

Ingram Enterprise Centre, 30-38 John Finnie Street,

Kilmarnock

KA1 1DD

Telephone

+44 1563520730

Country

United Kingdom

NUTS code
  • UK - UNITED KINGDOM
The contractor is an SME

Yes

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £400,000


Section six. Complementary information

six.3) Additional information

(SC Ref:639821)

six.4) Procedures for review

six.4.1) Review body

Dumfries Sheriff Court

Buccleuch St

Dumfries

DG1 2AN

Telephone

+44 1387262334

Country

United Kingdom

six.4.2) Body responsible for mediation procedures

Scottish Government Single Point of Enquiry

Procurement and Commercial Division, 7th Floor, 5 Atlantic Quay, 150 Broomielaw

Glasgow

G2 8LU

Email

SPOEprocurement@scotland.gsi.gov.uk

Telephone

+44 1412425466

Country

United Kingdom

Internet address

www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries