Contract

Consultancy to provide Strategic Investment Model (SIM) Management Services

  • Crown Estate Scotland

F03: Contract award notice

Notice identifier: 2023/S 000-012888

Procurement identifier (OCID): ocds-h6vhtk-039a63

Published 5 May 2023, 10:10am



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

Email

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.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.1.6) Information about lots

This contract is divided into lots: No

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

Lowest offer: £339,670 / Highest offer: £475,000 taken into consideration

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.2.11) 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 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.2.1) Previous publication concerning this procedure

Notice number: 2023/S 000-002243


Section five. Award of contract

Contract No

CES-ITT-2023-01-24

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

17 April 2023

five.2.2) Information about tenders

Number of tenders received: 5

Number of tenders received from SMEs: 0

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

Number of tenders received from tenderers from non-EU Member States: 5

Number of tenders received by electronic means: 5

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Ove Arup and Partners Ltd

8 Fitzroy Street

London

W1T 4BJ

Telephone

+44 1212133602

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

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

Initial estimated total value of the contract/lot: £350,000

Lowest offer: £339,670 / Highest offer: £475,000 taken into consideration

five.2.5) Information about subcontracting

The contract is likely to be subcontracted

Value or proportion likely to be subcontracted to third parties

Proportion: 15 %

Short description of the part of the contract to be subcontracted

Addleshaw Goddard LLP to provide various legal services as part of delivery of the contract


Section six. Complementary information

six.3) Additional information

the value of delivering the initial scope is capped at 350,000 GBP. There is provision in the contract to extend and outcomes of different phases may expand on the scope. These options are capped and the maximum total budget will not exceed 600,000 GBP.

(SC Ref:731376)

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

Internet address

https://www.scotcourts.gov.uk/the-courts/court-locations/edinburgh-sheriff-court-and-justice-of-the-peace-court