Section one: Contracting authority/entity
one.1) Name and addresses
Crown Estate Scotland
Quartermile Two, 2nd Floor, 2 Lister Square
Edinburgh
EH3 9GL
Contact
Andy Riley
andy.riley@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
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Variation to Strategic Investment Model (SIM) Management Services contract
Reference number
JAN469471
two.1.2) Main CPV code
- 73220000 - Development consultancy services
two.1.3) Type of contract
Services
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
- UK - United Kingdom
two.2.4) Description of the procurement at the time of conclusion of the contract:
In April 2023, Crown Estate Scotland, as agent on behalf of SOWEC, appointed OVE Arup & Partners to provide a number of management and other associated services (SIM (Strategic Investment Management) Management Service Provider) to the SIM Group for an initial period of up to 12 months. Crown Estate Scotland was to be the contracting party as agent on behalf of the SIM Group pending a new legal entity (SIM legal vehicle) being created. The intention is that, once the SIM legal vehicle has been established, the contract would be novated to that newly created legal entity. The new legal entity has not been established and Crown Estate Scotland (as agent) has continued to be the contracting party with OVE Arup & Partners to ensure the SIM process succeeds.
The value of the original appointment was GBP339,670 which was based on an assumption of a number of applications. Subsequently 44 applications were received which was in excess of the numbers assumed. As a result, there will require to be additional resource allocated to exceed this requirement. The extra resource required to evaluate applications and provide project information to the SIM Group has resulted in an increased contract value of GBP460,000 and the contract expiration date confirmed as 16th April 2024.
two.2.7) Duration of the contract, framework agreement, dynamic purchasing system or concession
Duration in months
12
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.2) Administrative information
four.2.1) Contract award notice concerning this contract
Notice number: 2023/S 000-012888
Section five. Award of contract/concession
Contract No
JAN469471
Title
Variation to Strategic Investment Model (SIM) Management Services contract
five.2) Award of contract/concession
five.2.1) Date of conclusion of the contract/concession award decision:
17 April 2023
five.2.2) Information about tenders
The contract/concession has been awarded to a group of economic operators: No
five.2.3) Name and address of the contractor/concessionaire
Ove Arup & Partners
Scotstoun House, South Queensferry, West Lothian
Edinburgh
EH30 9SE
Telephone
+44 1313193027
Country
United Kingdom
NUTS code
- UK - United Kingdom
The contractor/concessionaire is an SME
No
five.2.4) Information on value of the contract/lot/concession (at the time of conclusion of the contract;excluding VAT)
Total value of the procurement: £339,670
Section six. Complementary information
six.3) Additional information
(SC Ref:746462)
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
six.4.2) Body responsible for mediation procedures
Edinburgh Sheriff Court
Sheriff Court House, 27 Chambers Street
Edinburgh
EH1 1LB
Telephone
+44 1312252525
Country
United Kingdom
Internet address
Section seven: Modifications to the contract/concession
seven.1) Description of the procurement after the modifications
seven.1.1) Main CPV code
- 73220000 - Development consultancy services
seven.1.2) Additional CPV code(s)
- 79421000 - Project-management services other than for construction work
- 79100000 - Legal services
- 79211000 - Accounting services
seven.1.3) Place of performance
NUTS code
- UK - United Kingdom
seven.1.4) Description of the procurement:
In April 2023, Crown Estate Scotland, as agent on behalf of SOWEC, appointed OVE Arup & Partners to provide a number of management and other associated services (SIM (Strategic Investment Management) Management Service Provider) to the SIM Group for an initial period of up to 12 months. Crown Estate Scotland was to be the contracting party as agent on behalf of the SIM Group pending a new legal entity (SIM legal vehicle) being created. The intention is that, once the SIM legal vehicle has been established, the contract would be novated to that newly created legal entity. The new legal entity has not been established and Crown Estate Scotland (as agent) has continued to be the contracting party with OVE Arup & Partners to ensure the SIM process succeeds.
The value of the original appointment was GBP339,670 which was based on an assumption of a number of applications. Subsequently 44 applications were received which was in excess of the numbers assumed. As a result, there will require to be additional resource allocated to exceed this requirement. The extra resource required to evaluate applications and provide project information to the SIM Group has resulted in an increased contract value of GBP460,000 and the contract expiration date confirmed as 16th April 2024.
seven.1.5) Duration of the contract, framework agreement, dynamic purchasing system or concession
Duration in months
12
seven.1.6) Information on value of the contract/lot/concession (excluding VAT)
Total value of the contract/lot/concession:
£460,000
seven.1.7) Name and address of the contractor/concessionaire
Ove Arup & Partners
Scotstoun House, South Queensferry, West Lothian
Edinburgh
EH30 9SE
Telephone
+44 1313193027
Country
United Kingdom
NUTS code
- UK - United Kingdom
The contractor/concessionaire is an SME
No
seven.2) Information about modifications
seven.2.1) Description of the modifications
Nature and extent of the modifications (with indication of possible earlier changes to the contract):
The value of the original appointment was GBP339,670 which was based on an assumption of a number of applications. Subsequently 44 applications were received which was in excess of the numbers assumed. As a result, there will require to be additional resource allocated to exceed this requirement.
seven.2.2) Reasons for modification
Need for modification brought about by circumstances which a diligent contracting authority/entity could not foresee.
Description of the circumstances which rendered the modification necessary and explanation of the unforeseen nature of these circumstances:
The number of applications to the SIM process has exceeded applications and the resource required to evaluate the applications and provide project information to the SIM Group has increased. The level of the applications could not have been reasonably foreseen at the point of the competition being commenced, On the basis that the works involve the evaluation of a number of different applications, it would not be possible to split the services as it would lead to difficulties in relation to ensuring consistencies between two separate teams and ultimately would lead to increased and duplication of costs.
seven.2.3) Increase in price
Updated total contract value before the modifications (taking into account possible earlier contract modifications, price adaptions and average inflation)
Value excluding VAT: £120,420
Total contract value after the modifications
Value excluding VAT: £460,000