Section one: Contracting authority
one.1) Name and addresses
Crown Estate Scotland
Quartermile Two, 2nd Floor, 2 Lister Square
Edinburgh
EH3 9GL
Contact
Maurice McTeague
maurice.mcteague@crownestatescotland.com
Telephone
+44 1314607657
Country
United Kingdom
NUTS code
UK - United Kingdom
Internet address(es)
Main address
http://crownestatescotland.com/
Buyer's address
https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA29444
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://www.publiccontractsscotland.gov.uk/
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.publiccontractsscotland.gov.uk/
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at
https://www.publiccontractsscotland.gov.uk/
one.4) Type of the contracting authority
Other type
Public Corporation
one.5) Main activity
Other activity
Property
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Consultancy to provide Strategic Investment Model (SIM) Management Services
Reference number
CES-ITT-2023-01-24
two.1.2) Main CPV code
- 73220000 - Development consultancy services
two.1.3) Type of contract
Services
two.1.4) Short description
Crown Estate Scotland, on behalf of SOWEC, is seeking to appoint a consultancy to provide a number of management and other associated services (SIM Management Service Provider) to the SIM for an initial period of 12 months. During the first 6 months, the SIM Management Service Provider will be contracted to Crown Estate Scotland (CES) who is procuring this on behalf of the group pending the new legal entity (SIM legal vehicle) being created. Once the SIM legal vehicle has been established, it is intended that the contract with CES will be novated to the new SIM legal vehicle and will continue for the remainder of its term.
If the SIM Management Service Provider has demonstrated sufficient value during this initial contract period, the expectation is that the contract will be extended for a further 12 months. The decision to extend will be solely at the discretion of the SIM legal vehicle or, if such has not yet been established, Crown Estate Scotland
two.1.5) Estimated total value
Value excluding VAT: £350,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 79421000 - Project-management services other than for construction work
- 79100000 - Legal services
- 79211000 - Accounting services
two.2.3) Place of performance
NUTS codes
- UKM - Scotland
two.2.4) Description of the procurement
Management of the SIM is likely to be required longer term and beyond the periods described above. It will be for the SIM legal vehicle or the CFWG at that time to determine the appropriate arrangements for the services required once this appointment has expired.
The primary function of the SIM Management Service Provider will be to present investment opportunities on strategic projects for consideration to the CFWG, through the to be established, legal structure of the SIM (Deliverable 1). This will be drawn from information received and requested to enable an initial assessment to be made; and further detail then collated which allows potential investors to make informed decisions about progressing funding opportunities. Governance and reporting is to be established for the SIM, through to the CFWG and SOWEC.
The identification of major capital-intensive projects and progressing those identified are the immediate priorities of SIM Stage 1. It is expected that sources of strategic investment will need to be identified and factored into proposals from mid-2023 to maximise the economic value of future offshore wind farms in Scotland and further afield. As CFWG members have been working towards these dates for some time, there are already concepts and proposals in development. The SIM Management Service Provider will be responsible, by Summer 2023, for facilitating the compilation of these proposals, to be agreed by the CFWG. This then represents an initial collective view on the major Scottish port and infrastructure projects which are to be prioritised for strategic offshore wind investment (Deliverable 2).
This initial view can evolve and be reactive to additional opportunities or refocus. Supplementary data in support of the initial recommendations will be requested, collated, and presented. The aim shall be, by end 2023, to have a robust and comprehensive definition of initial major projects to be pursued, with investment prospectuses concluded and transitioned to stage 2. (Deliverable 3).
For its first year, as noted, the SIM legal vehicle will focus on major port infrastructure projects. However, the intention is to expand SIM activities into other areas such as supply chain, people & skills and innovation. By the end of 2023, the SIM Management Service Provider, with the CFWG, shall have developed a view on what those areas should be together with a comprehensive justification in support of it (Deliverable 4).
Bidders are asked to submit proposals setting out their suggested approach for delivering this scope of work in full. Bidders must explain how they would address all other requirements for the delivery of the commission, including any potential legal/regulatory issues. Further information on how to respond to this tender is set out in the ITT.
two.2.5) Award criteria
Quality criterion - Name: Exhibit an understanding of the purpose and aims of the SIM and off the offshore wind market / Weighting: 10
Quality criterion - Name: Proposed approach – to delivery of the scope and management of the project / Weighting: 20
Quality criterion - Name: Experience – including involvement in relevant projects and staff knowledge / Weighting: 30
Quality criterion - Name: Differentiation – the special insights and capabilities which distinguish you from the rest of the market / Weighting: 10
Price - Weighting: 30
two.2.6) Estimated value
Value excluding VAT: £350,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
Renewals and extension options are detailed in the ITT
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
Options for additional purchases are detailed in the ITT
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 three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
Different professional activities required to deliver the services will require enrolment on appropriate professional or trade registers as described in the SPD module.
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
List and brief description of selection criteria
Commercial Law LLM (including ability to practice in Scotland) and registration with appropriate professional body required to support the creation and governance of the SIM legal vehicle. Chartered Financial Analyst (CFA) accreditation required to manage investment proposals. PRINCE2 Practitioner (or equivalent) for management of the project as a whole.
Minimum level(s) of standards possibly required
See above
three.2) Conditions related to the contract
three.2.1) Information about a particular profession
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision
Commercial Law LLM (including ability to practice in Scotland) and registration with appropriate professional body required to support the creation and governance of the SIM legal vehicle. Chartered Financial Analyst (CFA) accreditation required to manage investment proposals. PRINCE2 Practitioner (or equivalent) for management of the project as a whole.
three.2.2) Contract performance conditions
Refer to ITT
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
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.2.2) Time limit for receipt of tenders or requests to participate
Date
14 March 2023
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 6 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
14 March 2023
Local time
12:00pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: Yes
Estimated timing for further notices to be published: Recurrence will be dependant on performance and options to extend which may be exercised
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
six.3) Additional information
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=720220.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(SC Ref:720220)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=720220
six.4) Procedures for review
six.4.1) Review body
Edinburgh Sheriff Court
Sheriff Court House, 27 Chambers Street
Edinburgh
EH1 1LB
Telephone
+44 1312252525
Country
United Kingdom