Find a TenderAwarded
Published 20 Apr 2021, 09:44 BST

Official UK procurement notice

MFA for Transport and Land-Use Modelling, Appraisal and Transport Planning Services (2021-2024/5)

Official notice

Authority: Transport Scotland

Framework agreement4 lotsServicesRestricted procedureMax 4 lots per supplier
Framework ceiling (notional)£11,500,000total for 4 lots · framework ceiling, not attributable revenue
Submissions closed 21 Jun 2021awarded 27 Jun 2022
Lots 4max 4 won per supplier

Re-procurement plannedTransport and Island Connectivity, Planning, Appraisal, Data and Modelling Services · tender expected

What is being bought4 lots · detail below

Published requirement description

Transport Scotland on behalf of the Scottish Ministers has identified an on-going need for the services of experienced consultants to carry

out services in connection with Transport and Land-Use Modelling and Transport Appraisal and Planning. Transport Scotland, on behalf of

the Scottish Ministers, wishes to progress a procurement competition for a Multi-Supplier Framework Agreement. The Framework

Agreement, to cover 3 years with a 1-year extension option, will be available for use by Regional Transport Partnerships and other Scottish

Government Directorates. The framework will consist of the following Lots:

  • Lot 1 is for Development, Update and Application of Transport Models;
  • Lot 2 is for Advice on the Case for Transport Investment;
  • Lot 3 is for Development, Update and Application of Economic and Land-Use Models; and
  • Lot 4 is for Transport Planning Advice.

CPV: Advisory and consultative engineering services · Civil engineering consultancy services · Highways consultancy services · Market research services · Railway engineering services · Technical analysis or consultancy services · Transport systems consultancy services

How this framework works

From the published notice
Places
up to 11 suppliers · 5 bids received (0.5 per place) · 6 appointed

Lots and requirements (4)Procurement structure

4 lots · all with a published value · win at most 4 of them · evaluation weights differ by lot

Every one of these 2 lots carries the same published figure, £2,875,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.

Lot #1Development, Update and Application of Transport ModelsAwardedRenewalPublished value£4,600,000

The scope of Lot 1 Services is centred around general updates to the Transport Model for Scotland (TMfS) and keeping future year scenarios up to date. This will include providing advice, improving and maintaining a new suite of scenario-based transport models. The Services will also include adding and improving functionality to new or existing models, including TMfS, second-tier models (regional models) and third-tier models (local area models). During the framework period, a National Accessibility Model will be adopted into LATIS Lot 1 and will be part of the development and maintenance requirement. It should be noted that most of the current LATIS models have some degree of interface to the national Transport, Economic and Land-use Model of Scotland (TELMoS). All Lot 1 models exist to support the Scottish Ministers in the testing and appraisal of projects and policies and while these have traditionally focussed on road and rail projects, the modelling framework is expanding to address a wider range of policies, scenarios and metrics, reflecting the outcomes sought by the second National Transport Strategy (NTS2).

Delivery: Scotland
Extensions: The potential exists for a 12-month extension.Second stage: up to 5 candidates invited to tenderVariant bids: not allowed
Lot #2Advice on the Case for Transport InvestmentRenewalceiling above

The Lot 2 Services relate to the development of business cases for transport policies, programmes and key priority projects. The work undertaken should align with Transport Scotland’s published guidance on the development of business cases and align with Scottish Transport Appraisal Guidance (STAG). The focus of Lot 2 Services is the preparation of business cases which provide the rationale for a project, policy or programme following the process outlined by HM Treasury’s Five Case Model set. This will principally entail advising on the on ‘The Strategic Case’ and ‘The Socio-Economic Case’ at the Strategic, Outline and Final stages of business case development. The Services may also require inputs to ‘The Commercial Case’, ‘The Financial Case’ and ‘The Management Case’ of the Outline and Final stages. Framework Suppliers need to have an awareness of the increasingly wide range of factors and policy drivers influencing the Employer requirements to be able to appraise policies and projects that reflect the outcomes sought by NTS2.

Delivery: Scotland
Extensions: The potential exists for a 12-month extension.Second stage: up to 5 candidates invited to tenderVariant bids: not allowed
Lot #3Development, Update and Application of Economic and Land-Use ModelsCancelledRenewalPublished value£1,150,000

The Services under Lot 3 will primarily relate to the development, update and application of the Transport, Economic and Land-Use Model of Scotland (TELMoS) to facilitate the output of strategic transport and land-use planning advice for authorities and third parties. TELMoS will have many interactions with modelling and policy appraisal work undertaken within the other three Lots and an understanding of their requirements is essential. The delivery of Lot 3 Services will require an active and collaborative role to be undertaken in the model audit process on TELMoS, and also on audits of other LATIS models where there is functional interaction with TELMoS. All modelling work undertaken in Lot 3 is to support the Scottish Ministers in the testing and appraisal of projects and policies and while these have traditionally focussed on road and rail projects, the modelling framework is expanding to address a wider range of policies, scenarios and metrics, reflecting the outcomes sought by the second National Transport Strategy (NTS2).

Delivery: Scotland
Extensions: The potential exists for a 12-month extension.Second stage: up to 5 candidates invited to tenderVariant bids: not allowed
Lot #4Transport Planning AdviceRenewalceiling above

Lot 4 entails a broad array of transport planning services. Advising upon and auditing the full range of traffic, transport and land-use models and business cases that support transport projects, programmes and policies in accordance with STAG, the Design Manual for Roads and Bridges (DMRB), Governance for Railway Investment Projects (GRIP) and HM Treasury and Transport Scotland guidance on business cases. The scope embraces national models (TMfS and TELMoS); second-tier models (regional models) and third-tier models (local area models). In addition, advice, audit and appraisal Services are required to support the development of business cases for transport projects and policies. Lot 4 also requires the provision of expert advice on Transport Appraisals undertaken by Transport Scotland and other parties for projects, development plans and policies. Further, this Lot will entail the evaluation of all transport projects in accordance with the appropriate guidance, such as Scottish Trunk Road Infrastructure Project Evaluation (STRIPE); rail projects evaluation and HM Treasury's Magenta book. In all aspects of Lot 4 Services the Framework Suppliers need to have an awareness of the increasingly wide range of factors and policy drivers influencing the Employer requirements to be able to appraise all transport proposals and evaluate project outcomes against the policy objectives of NTS2.

Delivery: Scotland
Extensions: The potential exists for a 12-month extension. · The potential exists for a 12-month extension.Second stage: up to 6 candidates invited to tenderVariant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Conditions of participation3
  • Suitability

    Economic operators must be enrolled in the relevant professional or trade registers kept in the member state of its establishment (as described in Schedule 5 of the Public Contracts (Scotland) 2015) (e.g. registered under Companies House). Economic operators should provide details under SPD Question ref 4A.1.

  • Economic & financial standing

    Economic Operators shall be required to satisfy minimum standards of economic and financial standing. To determine these standards,

    Economic Operators shall:

    (a) in response to SPD, Question Ref. 4B.1a provide the specified annual turnover for the last two years of trading, or for the period which

    is available if trading for less than two years;

    (b) in response to SPD, Question Ref. 4B.6 provide the name, value and/or range of NINE financial criteria for the last two years of

    trading, or for the period which is available if trading for less than two years; and

    (c) in response to SPD, Question Ref. 4B.5 confirm they already have or can commit to obtain, prior to commencement of the contract the

    required levels of insurance.

    In addition to the information requested under (a) and (b), economic operators are required to provide a link/copies of the associated annual

    accounts as filed at Companies House (or equivalent if not a UK registered company) for the last two years of trading, or for the period

    which is available if less than two years.

    This information has been requested to enable Transport Scotland to perform their own assessment and confirm the financial ratios

    submitted. Ultimately, ensuring the correct score is allocated, and to ensure no misinterpretation. Where there exist differences in ratios,

    between those provided and those calculated by Transport Scotland, clarification will be sought.

    Minimum: Economic operators shall be required to satisfy minimum standards of economic and financial standing. These are described below: Evaluation Criteria Ratios (Question Ref. 4B.6) The financial information received under SPD, Question Ref. 4B.6 shall be evaluated and scored out of 5…
  • Technical & professional ability

    The selection criteria are set out in the SPD, Part IV Selection Criteria, section 4C Technical and Professional Ability and section 4D Quality Assurance Schemes and Environmental Management Standards. The requirements relate to:

    • Relevant examples of work (including SCORED AND WEIGHTED) statements of bidders' experience) [SPD 4C1]
    • Educational and professional qualifications [SPD 4C6]
    • Quality assurance [SPD 4D1]
    • Environmental Management [SPD 4D2]

    The Scottish Ministers additionally require bidders to respond on health and safety management standards.

    Minimum: The minimum standard are set out in the SPD, Part IV Selection Criteria, section 4C Technical and Professional Ability and section 4D Quality Assurance Schemes and Environmental Standards. Selection criteria are marked as PASS/FAIL, with the exception of the SCORED AND WEIGHTED s…
Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 30 points on every lot: a 10% discount moves about 3 points.
  • “MFA for Transport and Land-Use Modelling, Appraisal and Transport…” is a framework: the contest is a place on its panel, up to 11 suppliers, not a single contract.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Restricted procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
20 Apr 2021, 09:44 BST
Last source update
25 Oct 2022, 15:25 BST
Authority reference
TS/TSA/SER/2021/01
FTS notice number
2022/S 000-030073
Classification (CPV)
Advisory and consultative engineering servicesCivil engineering consultancy servicesHighways consultancy servicesMarket research servicesRailway engineering servicesTechnical analysis or consultancy servicesTransport systems consultancy services
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-02a7de Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

It is the Employer’s policy to measure the performance of each Consultant on a regular basis.

In the event that the Consultant’s performance falls below a satisfactory level, the Consultant will be invited to determine a means of rectifying the situation. Repeated or continual service failures may result in suspension or termination of the contract.

Publisher note: Lots 2 and 4 of this framework have previously been awarded external to this Contract Notice. Lot 4 Document ID: 687394. Lot 2 Document ID: 690649. (SC Ref:711211)

How it was run

Official notice
Appointment period ends
21 Jun 2021, 12:00 BST
Submission channel
{"written"}
Accepted languages
en

Timeline

14 May 2021 → 25 Oct 2022 · 5 dates
  1. Next notice expected
    14 May 2021, 00:00 BST
  2. Admission / appointment period endsperiod end, not a bid countdown
    21 Jun 2021, 12:00 BST
  3. Invitations to tender expected
    16 Jul 2021, 00:00 BST
  4. Bids must remain valid until
    31 Jan 2022, 23:59 GMT
  5. Notice published
    25 Oct 2022, 15:25 BST

Notice history

4 events · 5 releases on Find a Tender · since 21 May 2021
  1. Status changed to active
    21 May 2021, 17:14 BST
  2. Procurement method changed
    21 May 2021, 17:14 BST
  3. Deadline published: 21 Jun 2021, 12:00 BST
    21 May 2021, 17:14 BST
  4. Status changed to complete
    6 Apr 2022, 12:21 BST
Routine re-releases (5)
  • 2021-05: 1 release · 21 May 2021
  • 2021-04: 1 release · 20 Apr 2021

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 6admitted to the panel · see the list ↓
Bids received 5
Contracts signed 3latest 27 Jun 2022

3 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

All 2 of these contracts carry the same published figure, £2,875,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Contract 017668-2022-TS/TSA/SER/2021/07-1

    Signed
    27 Jun 2022
    Value
    ceiling above
    Status
    active
  • Development, Update and Application of Transport Models

    Signed
    23 May 2022
    Value
    £4,600,000
    Status
    active
  • Contract 009242-2022-Lot 4 - Transport Planning Advice-1

    Signed
    1 Feb 2022
    Value
    ceiling above
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Development, Update and Application of Transport Models5bids · 5 electronic · 10 from abroad0——

Contracting authority & participating public bodies

Transport Scotland

Contracting authorityNational or federal agency/officeTransport Buchanan House, 58 Port Dundas Road, Glasgow, Scotland, G4 0HFContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Sheriff Clerk's OfficeReview body GlasgowContact email

Framework contractors & participating bidders

8 commercial parties on the notice
  • AECOMFramework contractor Aurora Building, 7th Floor, 120 Bothwell Street, Glasgow, Scotland, G2 7JSContact phone
  • AECOMFramework contractor Aldgate Tower, 2 Leman Street, London, UK, E1 8FAContact phone
  • JacobsFramework contractor 95 Bothwell Street, Glasgow, Scotland, G2 7HXContact phone
  • Jacobs U.K. LimitedFramework contractor 95 Bothwell Street, Glasgow, Scotland, G2 7HXContact phone
  • Mott MacDonaldFramework contractor 19A Canning Street, Edinburgh, Scotland, EH3 8EGContact phone
  • SYSTRA LIMITEDFramework contractor The Centrum Business Centre Limited, 38 Queen Street, GLASGOW, Scotland, G1 3DXContact phone
  • SYSTRA LtdFramework contractor Prospect House, 5 Thistle Street, EDINBURGH, Scotland, EH2 1DFContact phone
  • Stantec UK LtdFramework contractor Fifth Floor, Lomond House, 9 George Square, Glasgow, Scotland, G2 1DYContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.