Find a TenderAwarded
Published 7 Feb 2022, 15:04 GMT

Official UK procurement notice

Scottish Enterprise Pension Advice

Official notice

Authority: Scottish Enterprise

ServicesOpen procedureSME suitable
Published estimate£305,000exc. VAT
Submissions closed 10 Mar 2022awarded 15 Jun 2022
Awarded to Isio

What is being bought

Published requirement description

Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees’ adviser, for a period of 5 years from 1st August 2022 to 31st July 2027.

The Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) "the scheme", has it's own actuaries and advisers in place.

The tender will be carried out through the Open process

CPV: Insurance and pension services · Pension services

The lotProcurement structure

single lot · value published
Lot #1AwardedPublished value£305,000

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: 100Price: 40
Published sub-criteria (7)
  • Proejct Team Structure: 30
  • Methodology: 30
  • Understanding the project requirements: 20
  • Information Security: 10
  • Business Continuity: 5
  • Fair Work First: 5
  • price: 40
Published award criteria (7)
  • Proejct Team Structure: 30
  • Methodology: 30
  • Understanding the project requirements: 20
  • Information Security: 10
  • Business Continuity: 5
  • Fair Work First: 5
  • Price: 40
Conditions of participation4
  • Suitability

    The relevant selection criteria will be included in the SPD Scotland online module.

  • Economic & financial standing

    The relevant selection criteria will be included in the SPD Scotland online module.

  • Technical & professional ability

    The relevant selection criteria will be included in the SPD Scotland online module.

  • Technical & professional ability

    The relevant selection criteria will be included in the SPD Scotland online module.

Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 40 of 140 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.

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
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
7 Feb 2022, 15:04 GMT
Last source update
2 Aug 2022, 09:16 BST
Award evaluation window
10 Mar 2022 – …
Authority reference
P22-0010
FTS notice number
2022/S 000-021035
Classification (CPV)
Insurance and pension servicesPension services
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-03140e Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Review and risk notes
Review procedure

In the first instance, contact the Head of Facilities Management and Procurement at Scottish Enterprise, with any concerns or enquiries. Email: www.scottish-enterprise.com/help/contact-us ↗.

An economic operator that suffers, or risks suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015, may bring proceedings that will be started in the High Court.

Publisher note: 02/08/2022 - THIS IS A NOTICE OF CONTRACT AWARD SPD Statement for 2A.17 – Form of Participation (Notably as part of a group, consortium, joint venture or similar). Any contract will be entered into with the nominated lead organisation and all members of the consortium, who will in these circumstances each be required to execute said contract together with all ancillary documentation, evidencing their joint and several liability in respect of the obligations and liabilities of the contract. It will be for members of the consortium to sort out their respective duties and liabilities amongst each otther. For administrative purposes, any associated documentation will be sent to the nominated lead organisation. SPD Statement for 2C.1 - Where the main bidder relies on the capacities of other entities in order to meet the selection criteria, the bidder must provide a separate SPD response setting out the information required under SPD (Scotland): Part II (sections A and B); Part III exclusion grounds; the relevant part of Section IV selection criteria; and Part V (if applicable) for each of the entities concerned. SPD Statement for 2D.1.2 – If the bidder proposes to subcontract any part(s) of the service and those sub-contractors are not relied upon, they should arrange for a separate SPD response from each potential subcontractor. The subcontractors must complete the relevant parts of the SPD (Scotland) (Sections A and B of Part II and Part III only) to self-declare whether there are grounds for their exclusion. This may be requested at the selection stage or prior to the subcontractor commencing work on the contract. (SC Ref:701996)

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 ↗

Submission deadline
10 Mar 2022, 11:00 GMT
Submission channel
{"electronicSubmission"}
Accepted languages
en
Participation fee
document
Bids opened
10 Mar 2022, 11:00 GMT
Detailed submission instructions & authority contactsFrom official release

Timeline

10 Mar 2022 → 2 Aug 2022 · 3 dates
  1. Submission deadline
    10 Mar 2022, 11:00 GMT
  2. Bids opened
    10 Mar 2022, 11:00 GMT
  3. Notice published
    2 Aug 2022, 09:16 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    2 Aug 2022, 09:16 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £305,0001 contract exc. VAT
Bids received 81 from SMEs
Contracts signed 1latest 15 Jun 2022
Awarded toValueDateStatus
Isio£305,000 †—Awarded

Contracts

  • Contract 021035-2022-P22-0010-1 · Isio

    Signed
    15 Jun 2022
    Value
    £305,000
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
8bids · 8 electronic · 8 from abroad1——

Contracting authority & participating public bodies

Scottish Enterprise

Contracting authorityRegional or local agency/officeEconomic affairs Atrium Court, 50 Waterloo Street, Glasgow, Scotland, G2 6HQContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Glasgow Sheriff Court and Justice of the Peace CourtReview body GlasgowContact phone
  • Scottish GovernmentMediation bodyReview contact point GlasgowContact email, phone

Bidders & participating suppliers

1 commercial party on the notice
  • IsioAwarded supplier Isio c/o SPS, PO Box 721, Salford, UK, M5 0QTContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.