ScotRail suburban fleet (EMU and BEMU) procurement

{
  "id": "071234-2025",
  "tag": [
    "tender"
  ],
  "date": "2025-11-05T12:26:05Z",
  "ocid": "ocds-h6vhtk-05dade",
  "buyer": {
    "id": "GB-FTS-55890",
    "name": "ScotRail Trains Limited"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000751975"
    }
  ],
  "tender": {
    "id": "SR-PACT-PROJ-154",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "options": {
          "description": "It is anticipated that the Base Order for the MSA will be for 69 trains which will comprise and mixture of EMUs and BEMUs. There may also be a requirement for Option Orders of up to approximately 37 trains which could also comprise of a mixture of EMUs and BEMUs.\nThe exercise of these Option Orders would be anticipated to result in an increase in the scope of the TSSSA services."
        },
        "renewal": {
          "description": "It is anticipated that the MSA will have no defined end date. Most provisions cover the design, manufacture and supply of the rolling stock however, others will continue beyond this (e.g. manufacturer warranties and design authority).\nIt is anticipated that TSSSA will have a minimum duration of 15 years, with options to extend up to a maximum of 35 years."
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "The scope of the services to be provided by the Bidder awarded the Contracts are anticipated to include (but not be limited to) the following:\nManufacture and Supply Agreement (MSA):\nDesign, manufacture, test, certify, commission, sell and deliver a new Suburban Fleet, and provide relevant inputs relating to infrastructure and depot / stabling works to accommodate the Suburban Fleet. These services will be provided via a Manufacture and Supply Agreement (MSA).\nIt is anticipated that ScotRail will conduct a second procurement process, in parallel to this one, to secure an owner / financier who will purchase and own the new Suburban Fleet and then lease these to ScotRail and any successor operator. This owner / financier will be a party to the MSA along with ScotRail and the successful Bidder under this procurement process. Please see the Procurement overview and instructions to Applicants and Bidders for a summary of the interface between this procurement and the anticipated owner / financier procurement.\nTechnical Support and Spares Supply Agreement (TSSSA):\nScotRail is to be the primary maintainer of the new Suburban Fleet. It is anticipated that the successful Bidder will, in its role as Service Provider, by providing Technical Support, Spares (scheduled and unscheduled) and off-train sub-system overhauls. These services will be provided via a TSSSA.\nFurther information regarding the scope, size and value of the anticipated supplies and services to be provided under these Contracts will be provided at the PQQ and ITN stages.\nApplicants will have their capability and financial standing evaluated at PQQ Stage, and successful applicants may be invited to proceed to the Invitation to Negotiate (ITN) Stage.\nThis procurement is being run by SRT under the terms of its Grant Agreement between it, the Scottish Ministers and Scottish Rail Holdings Limited (SRH). It is anticipated that the Contracts subject to this procurement will be awarded and entered into by SRT. The aim of this procurement is to deliver Transport Scotland’s (TS) requirements as set out in Schedule 6 of the Grant Agreement. Following receipt and evaluation of tenders, SRT will prepare a Final Business Case (FBC) in line with Scottish Transport Appraisal Guidance for SRH and TS consideration. Progress to contract award is dependent on submission and approval by TS of a compliant and affordable FBC.\nThis procurement process is open to all entities capable of supplying rolling stock and technical support and spares. Interested parties must sign a non-disclosure agreement (NDA) and will be provided access to the Pre-Qualification Event in Wax Digital once the signed NDA has been returned.\nhttps://scotrail.wax-live.com/S2C/DisplayModules/TradeModules/Negotiations/Opportunities/ListEvents.aspx",
        "secondStage": {
          "maximumCandidates": 5
        },
        "contractPeriod": {
          "endDate": "2063-04-27T23:59:59Z",
          "startDate": "2028-04-28T00:00:00+01:00"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "selectionCriteria": {
          "description": "TBC"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Scotland"
        },
        "deliveryAddresses": [
          {
            "region": "UKM"
          }
        ],
        "additionalClassifications": [
          {
            "id": "50220000",
            "scheme": "CPV",
            "description": "Repair, maintenance and associated services related to railways and other equipment"
          },
          {
            "id": "34620000",
            "scheme": "CPV",
            "description": "Rolling stock"
          },
          {
            "id": "34630000",
            "scheme": "CPV",
            "description": "Parts of railway or tramway locomotives or rolling stock; railways traffic-control equipment"
          },
          {
            "id": "71356000",
            "scheme": "CPV",
            "description": "Technical services"
          }
        ]
      }
    ],
    "title": "ScotRail suburban fleet (EMU and BEMU) procurement",
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "legalBasis": {
      "id": "32014L0025",
      "scheme": "CELEX"
    },
    "description": "This Contract Notice formally commences the procurement process for an anticipated Suburban Fleet (as described below), comprising Electrical Multiple Units (EMU) and Battery Electrical Multiple Units (BEMU), along with associated supplies services for ScotRail Trains Limited (ScotRail). ScotRail shall select Applicants to be invited to negotiate in accordance with the selection criteria in [II.2.5] below and further detailed in the Pre-Qualification Pack (‘PQQ’). The ‘Contracts’ (a Manufacture and Supply Agreement ('MSA')’ and a Technical Support and Spares Supply Agreement ‘TSSSA’)) anticipated to be awarded pursuant to this procurement process will be awarded according to the criteria specified in the forthcoming Invitation to Negotiate (ITN).\nThe anticipated supply under the MSA is for a minimum of 69 trains, with a potential  option for additional orders of up to approximately 37 trains. In addition to the MSA, ScotRail intends to procure a Technical Support and Spares Supply Agreement (TSSSA) with an anticipated duration of a minimum of 15 years, up to a maximum of 35 years, which is designed to support the Suburban Fleet post-delivery.",
    "secondStage": {
      "invitationDate": "2026-07-17T00:00:00+01:00",
      "successiveReduction": true
    },
    "tenderPeriod": {
      "endDate": "2026-01-19T12:00:00Z"
    },
    "contractTerms": {
      "financialTerms": "Manufacturing and Supply Agreement (MSA): It is anticipated that the MSA under this contract will be financed by a financier / owner of the new fleet (to be procured via a second procurement process).\nTechnical Support and Spares Supply Agreement (TSSSA) will be funded directly by SRT.\nDetails of the payments under each contract will be detailed in the procurement documents.",
      "performanceTerms": "As stated in the procurement documents.",
      "tendererLegalForm": "SRT will accept Expressions of Interest and Tenders from single entities or joint ventures / consortia. SRT does not require any such joint ventures / consortia to form a single legal entity in order to request to participate or to tender / negotiate in relation to this procurement process. SRT will consider contracting with a joint venture / consortium, provided always that prior to contract award the participants in any joint venture / consortium form a single legal entity and are jointly and severally liable for all of the obligations under the Contracts.",
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "reviewDetails": "In accordance with the Utilities Contracts (Scotland) Regulations 2016",
    "classification": {
      "id": "34600000",
      "scheme": "CPV",
      "description": "Railway and tramway locomotives and rolling stock and associated parts"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "endDate": "2028-04-28T23:59:59+01:00"
      },
      "depositsGuarantees": "MSA: It is anticipated that a parent company guarantee and advance payment bond will be required.\nTSSSA: It is anticipated that a parent company guarantee will be required. Other bonds as surety for certain service provider liabilities may be required.\nNote, also other credit support arrangements may be required to be provided by the successful Bidder.\nDetailed requirements will be set out in the Invitation to Negotiate (and procurement documents accompanying this)."
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
      "reductionCriteria": "As stated in the procurement documents."
    },
    "participationFees": [
      {
        "id": "1",
        "type": [
          "document"
        ]
      }
    ],
    "procurementMethod": "selective",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "Selection criteria as stated in the procurement documents"
        }
      ]
    },
    "mainProcurementCategory": "goods",
    "submissionMethodDetails": "https://scotrail.wax-live.com/S2C/DisplayModules/TradeModules/Negotiations/Opportunities/ListEvents.aspx",
    "procurementMethodDetails": "Negotiated procedure with prior call for competition"
  },
  "parties": [
    {
      "id": "GB-FTS-55890",
      "name": "ScotRail Trains Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKM",
        "locality": "Glasgow",
        "postalCode": "G2 6HQ",
        "countryName": "United Kingdom",
        "streetAddress": "Atrium Court, 50 Waterloo Street"
      },
      "details": {
        "url": "https://www.scotrail.co.uk",
        "buyerProfile": "https://www.scotrail.co.uk/",
        "classifications": [
          {
            "id": "RAILWAY_SERVICES",
            "scheme": "TED_CE_ACTIVITY",
            "description": "Railway services"
          }
        ]
      },
      "identifier": {
        "legalName": "ScotRail Trains Limited"
      },
      "contactPoint": {
        "url": "https://scotrail.wax-live.com/S2C/DisplayModules/TradeModules/Negotiations/Opportunities/ListEvents.aspx",
        "name": "Lisa Scott",
        "email": "suburbanfleet@scotrail.co.uk",
        "telephone": "+44 3448110141"
      }
    },
    {
      "id": "GB-FTS-3525",
      "name": "Glasgow Sheriff Court and Justice of the Peace Court",
      "roles": [
        "reviewBody",
        "reviewContactPoint"
      ],
      "address": {
        "locality": "Glasgow",
        "postalCode": "G5 9DA",
        "countryName": "United Kingdom",
        "streetAddress": "1 Carlton Place"
      },
      "details": {
        "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court"
      },
      "identifier": {
        "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
      },
      "contactPoint": {
        "email": "glasgow@scotcourts.gov.uk",
        "telephone": "+44 14298888"
      }
    }
  ],
  "language": "en",
  "description": "Access to the procurement documents is restricted. Further information can be obtained at:\nhttps://scotrail.wax-live.com/S2C/DisplayModules/TradeModules/Negotiations/Opportunities/ListEvents.aspx\nTenders or requests to participate must be sent electronically to:\nhttps://scotrail.wax-live.com/S2C/DisplayModules/TradeModules/Negotiations/Opportunities/ListEvents.aspx\nNOTE: 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=751975.\nA sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363\n(SC Ref:751975)",
  "initiationType": "tender"
}