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Published 20 Dec 2021, 14:14 GMT

Official UK procurement notice

Research Appraisal Evaluation and Delivery Framework - Lot 3 Research

Official notice

Authority: Highlands and Islands Enterprise·Consortium: 3 public authorities

Framework agreementServicesOpen procedureSME suitable
Sectors: Research & Development (R&D) (73)Business Services & Consultancy (79) Delivery: Scotland (UKM6)
Framework ceiling (notional)£3,200,000initial estimate £880,000 · framework ceiling, not attributable revenue · 3 value updates
Submissions closed 6 May 2022awarded 29 Sept 2022
Next notice expected 24 Feb 2022

What is being bought

Published requirement description

THIS IS A CONTRACT AWARD NOTICE AND AS SUCH THE PROCUREMENT PROCESS IS COMPLETE.

The Research, Appraisal, Evaluation and Delivery (RAED) Frameworks were procured in 3 Lots:

Lot 1 Strategic and Operational Planning/Delivery Support

Lot 2 Appraisal and Evaluation

Lot 3 Research

These Frameworks offer HIE staff an efficient, cost-effective, and streamlined approach for procuring external support and expertise to assist in the assessment and delivery of projects, to provide development support, and to provide robust and impartial research and evaluation evidence to support resource allocation and policy development.

This Contact Notice is for Lot 3 which relates to the delivery of research services for HIE and SOSE. For both agencies research requirements will be extremely varied, aimed primarily, but not exclusively, at influencing or informing strategy and policy development within the agencies and across the wider public sector.

See Scope of Requirements for full details.

The Frameworks commenced on 26th September 2022 and will be for an initial 3 year period to 25th September 2025, unless terminated in accordance with the provisions of the Framework. HIE have the option to extend for a period or periods together not exceeding 1 year following the Initial Term with the 4 year expiry date being 25th September 2026.

  • Recurrence: HIE reserves the right to re-tender for these services upon termination of the contract or at the end of the contract period, including any extension period.

CPV: Customer satisfaction survey · Customer survey services · Economic research services · Market and economic research; polling and statistics · Market research services · Research consultancy services · Research services · Social research services · Statistical services · Survey analysis services · Survey conduction services · Survey design services · +2 more

How this framework works

From the published notice
Places
up to 7 suppliers · 11 bids received (1.6 per place) · 11 appointed (full)

The lotProcurement structure

single lot · value published
Lot #1Commissions for this Lot will typically involve a mix of primary (both quantitative…AwardedRenewalPublished value£3,200,000

Commissions for this Lot will typically involve a mix of primary (both quantitative and qualitative), secondary and tertiary research. The nature of individual assignments will be tailored to reflect the purpose of each research commission and will include, but not be limited to socio-economic research, panel research, sectoral research, scenario planning, customer research and economic intelligence. Studies may include some element of partnership working and may be sub-regional, regional, national or international in coverage. Target audiences will include businesses, social enterprises, community groups, community residents and public sector partners.

The budget currently available for the initial 3 year period is GBP 2 400 000 (excluding VAT).

This Framework will be available for call-off by HIE and SOSE as well as any other Contracting Authority wholly or partly under the control of, or funded by HIE or SOSE, at any point during the term of this Framework (subject to case-by-case approval by HIE). Other organisations entitled to benefit from the framework will enter into a direct framework agreement with the successful suppliers on the same terms and conditions as those applying between HIE and the suppliers.

The Framework will be non-exclusive i.e., HIE and SOSE reserve the right, in certain circumstances, to procure outwith the Framework, as and when required. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Delivery: Scotland
Extensions: HIE reserves the right, on giving reasonable written notice from time to time, to require changes to the Services (whether by way of the removal of Services, the addition of new Services, or increasing or decreasing the Services or specifying the order in which the Services are to be performed or the locations where the Services are to be provided). HIE shall not require any such change other than where it is permitted by Regulation 72 of the Public Contracts (Scotland) Regulations 2015. In accordance with Regulation 72(1)(a) of the Public Contracts (Scotland) Regulations 2015, HIE reserves the right to make changes to the volume, scope or location of the Services to be supplied under the Framework following a review of the Services by HIE, particularly with regard to demand and budgetary availability or where HIE’s strategic focus changes as a result of changes in Scottish Government policy or as a result of a direction given by the Scottish Government. Where HIE determines (at our sole discretion) that demand under one or more Lots is lower than expected, HIE reserves the right to re-allocate the budget for that Lot to one or more of the other Lots, subject to the maximum total budget of GBP 3 560 000. · It is expected that these services will be required from September 2022 and will be awarded for an initial period of 3 years, with HIE having the option to extend for a period or periods together not exceeding 1 year following the Initial Term.Variant bids: not allowed
73110000 Research services73210000 Research consultancy services79310000 Market research services79311000 Survey services79311100 Survey design services79311200 Survey conduction services

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
Quality: 70%Price: 30%
Published sub-criteria (5)
  • Delivery Methodology: 45%
  • Management Methodology: 12.5%
  • Management & Delivery Team - Core Team: 10%
  • Management & Delivery Team - Additional Resources: 2.5%
  • price: 30%
Published award criteria (6)
  • Cyber Security: Pass/Fail
  • Delivery Methodology: 45%
  • Management Methodology: 12.5%
  • Management & Delivery Team - Core Team: 10%
  • Management & Delivery Team - Additional Resources: 2.5%
  • Price: 30%
Conditions of participation1
  • Condition of participation
    no text published
    Minimum: Minimum level(s) of standards required: 4B.5 It is a requirement of this Framework that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded Framework, the types and levels of insurance indicated below: Professional Risk Indemnity Insurance …
Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.
  • “Research Appraisal Evaluation and Delivery Framework - Lot 3 Research” is a framework: the contest is a place on its panel, up to 7 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
Open 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

Yes · HIE reserves the right to re-tender for these services upon termination of the contract or at the end of the contract period, including any extension period.

First published
20 Dec 2021, 14:14 GMT
Last source update
5 Oct 2022, 11:06 BST
Award evaluation window
6 May 2022 – …
Authority reference
FTS 012
FTS notice number
2022/S 000-027941
Classification (CPV)
Customer satisfaction surveyCustomer survey servicesEconomic research servicesMarket and economic research; polling and statisticsMarket research servicesResearch consultancy servicesResearch servicesSocial research servicesStatistical servicesSurvey analysis services
+4 moreSurvey conduction servicesSurvey design services
Delivery area
Scotland (UKM6)
Official registry OCID
ocds-h6vhtk-03039b Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

The Framework will include Key Performance Indicators (KPI's) which can be found within the Tender documentation.

Review and risk notes
Review procedure

An economic operator that suffers, or is at risk of suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015 or the Procurement Reform (Scotland) Act 2014 , may bring proceedings in the Sheriff Court or the Court of Session.

Publisher note: It is estimated that the total value of the services over the maximum duration of 4 years will be GBP 3 200 000 (excluding VAT). This figure has been used in II.1.7 & V.2.4. (SC Ref:708077)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding

Tender documents are also served through a separate tool: http://www.publiccontractsscotland.gov.uk/ ↗

Appointment period ends
6 May 2022, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
6 May 2022, 12:00 BST
Detailed submission instructions & authority contactsFrom official release

www.publiccontractsscotland.gov.uk ↗

Timeline

24 Feb 2022 → 5 Oct 2022 · 4 dates
  1. Next notice expected
    24 Feb 2022
  2. Admission / appointment period endsperiod end, not a bid countdown
    6 May 2022, 12:00 BST
  3. Bids opened
    6 May 2022, 12:00 BST
  4. Notice published
    5 Oct 2022, 11:06 BST

Notice history

10 events · 7 releases on Find a Tender · since 24 Mar 2022
  1. Published value published: £880,000
    24 Mar 2022, 13:26 GMT
  2. Status changed to active
    24 Mar 2022, 13:26 GMT
  3. Procurement method changed
    24 Mar 2022, 13:26 GMT
  4. Deadline published: 4 May 2022, 12:00 BST
    24 Mar 2022, 13:26 GMT
  5. Buyer details updated
    24 Mar 2022, 13:26 GMT
  6. Published value updated to £1,080,000
    24 Mar 2022, 13:26 GMT
    was £880,000
  7. Deadline moved to 5 May 2022, 12:00 BST
    24 Mar 2022, 13:26 GMT
    +1 days · was 4 May 2022, 12:00 BST
  8. Published value updated to £3,200,000
    24 Mar 2022, 13:28 GMT
    was £1,080,000
  9. Deadline moved to 6 May 2022, 12:00 BST
    24 Mar 2022, 13:28 GMT
    +1 days · was 5 May 2022, 12:00 BST
  10. Status changed to complete
    5 Oct 2022, 10:54 BST
Routine re-releases (7)
  • 2022-03: 3 releases · 24 Mar 2022, 24 Mar 2022
  • 2021-12: 1 release · 20 Dec 2021

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 11admitted to the panel · see the list ↓
Bids received 118 from SMEs
Contracts signed 3latest 29 Sept 2022

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

Contracts

  • Contract 027941-2022-FTS0012-1

    Signed
    29 Sept 2022
    Value
    £3,200,000
    Status
    active

  • Contract 027939-2022-FTS0012-1

    Signed
    28 Sept 2022
    Value
    £880,000
    Status
    active

  • Contract 027940-2022-FTS0012-1

    Signed
    28 Sept 2022
    Value
    £1,080,000
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
11bids · 11 electronic · 11 from abroad8——

Contracting authority & participating public bodies

2 public bodies on the notice

Highlands and Islands Enterprise

Contracting authorityRegional or local agency/officeEconomic affairs 313 An Lòchran, 10 Inverness Campus, Inverness, Scotland, IV2 5NAContact email, phone Published organisation website ↗

Consortium members and other public bodies

Dispute resolution & review bodies

  • Inverness Sheriff Court and Justice of the Peace CourtReview body InvernessContact email, phone

Framework contractors & participating bidders

14 commercial parties on the notice
Show 4 more suppliers
  • RSM UK Consulting LLPFramework contractor 6th Floor 25 Farringdon Street,, LONDON, London, EC4A 4AB
  • SQW LimitedFramework contractor Oxford Centre for Innovation, New Road,, OXFORD, South East, OX1 1BY
  • SQW LimitedFramework contractor Oxford Centre For Innovation, New Road,, OXFORD, South East, OX1 1BY
  • The Diffley Partnership LimitedFramework contractor 13 Rutland Street,, EDINBURGH, Scotland, EH1 2AE

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.