Provision of Independent Advice and Development Support to customers in South Lanarkshire

{
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  "date": "2025-03-12T10:04:42Z",
  "ocid": "ocds-h6vhtk-049bf7",
  "buyer": {
    "id": "GB-FTS-1037",
    "name": "South Lanarkshire Council"
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          "name": "Tenants Information Service"
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        "description": "Procurement will be conducted via the Open Tendering procedure and the ITT will be published in Public Contracts Scotland Tender (PCST). Additional information: Quality Award Criteria listed below:\nService Delivery\nImplementation / Mobilisation Plan\nStaff Resources\nPerformance Monitoring and Reporting\nCommunity Benefits\nFair Work First\nSustainability",
        "awardCriteria": {
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    "title": "Provision of Independent Advice and Development Support to customers in South Lanarkshire",
    "status": "complete",
    "coveredBy": [
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    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
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    "description": "South Lanarkshire Council wish to procure a service to provide independent impartial advice and guidance to support and help advance customer participation in South Lanarkshire, including in-person and online meetings with tenants and the Council, support via phone calls and email, sharing paperwork, and delivering presentations and training.\nThe service provider will be expected to develop and implement a workplan agreed between the Council and tenant representatives with clear tasks, timescales, responsibilities, methods, and outcomes.",
    "reviewDetails": "Please note, the alternative review body to the local Sheriff Court detailed in VI.4.1 is:\nCourt of Session\nParliament House\nParliament Square\nEdinburgh\nEH1 1RQ\n+44 1312252595\nsupreme.courts@scotcourts.gov.uk",
    "classification": {
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      "description": "Customer services"
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    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Open procedure"
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  "parties": [
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      "name": "South Lanarkshire Council",
      "roles": [
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        "locality": "Hamilton",
        "postalCode": "ML3 0AA",
        "countryName": "United Kingdom",
        "streetAddress": "Council Headquarters, Almada Street"
      },
      "details": {
        "url": "http://www.southlanarkshire.gov.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00410",
        "classifications": [
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            "scheme": "TED_CA_TYPE",
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            "scheme": "COFOG",
            "description": "Housing and community amenities"
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        "legalName": "South Lanarkshire Council"
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      "contactPoint": {
        "name": "Irene Peacock",
        "email": "irene.peacock@southlanarkshire.gov.uk"
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      "name": "Tenants Information Service",
      "roles": [
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      "address": {
        "region": "UKM",
        "locality": "Glasgow",
        "postalCode": "G2 3BZ",
        "countryName": "United Kingdom",
        "streetAddress": "Clockwise, Savoy Tower 77 Renfrew Street"
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      "identifier": {
        "legalName": "Tenants Information Service"
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      "contactPoint": {
        "telephone": "+44 1412481242"
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      "name": "Hamilton Sheriff Court",
      "roles": [
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        "postalCode": "ML3 0BT",
        "countryName": "United Kingdom",
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    {
      "id": "008902-2025-SLC/HT/23/291-1",
      "value": {
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      "dateSigned": "2024-11-27T00:00:00Z"
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  ],
  "description": "SPD Question 2.C.1 Reliance on the capacities of other entities\nBidders are required to complete a full SPD for each of the entities whose capacity they rely upon\nSPD Question 2.D.1 Subcontractors on whose capacity the bidder does not rely\nBidders are required to complete a shortened version of the SPD for each Subcontractor on whose capacity the bidder does not rely on.\nExclusion Criteria\nEconomic 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.\nSPD Questions 3A – 3C have been identified as mandatory exclusion grounds and SPD Questions 3D have been identified as discretionary exclusion grounds. All the exclusion grounds will be assessed on a PASS/FAIL basis. For the mandatory exclusion grounds a bid will be excluded where the bidder fails to provide either a positive response or to provide details to the satisfaction of the Council of the self cleansing measures undertaken. .For the discretionary exclusion grounds a bid may be excluded where the bidder fails to provide either a positive response or if the Council is not satisfied as to the self cleansing measures undertaken.\nDeclarations and Certificates\nIn an open tendering procedure prior to any award being made the successful bidder will provide the undernoted certificates, declarations and/or completed questionnaires to evidence their compliance with the relevant questions within the Qualification Envelope.\nAll certificates, declarations and questionnaires can be found within the Attachment area of PCS-T.\nSPD Question 2D.1 \t\t\tPrompt Payment Certificate\nSPD Questions 3A.1 to 3A.8 \t\tSerious and Organised Crime Declaration\nSPD Question 3A.6 \t\t\tModern Slavery Act 2015 Declaration\nSPD Question 3D.11 \t\t\tNon-Collusion Certificate\nSPD Question 4B.4\t\t\tFully Audited Accounts for Previous 2 Years\nSPD Question 4B.5.1 \t\t\tInsurance Certificates\nSPD Question 4D.1\t\t\tQuality Assurance Accreditations\nDeclaration Section \t\t\tForm of Offer to Tender\nDeclaration Section\t \t\tSOC Protocol Form (if required)\n*The ‘Form of Offer to Tender’ must be completed and uploaded within the relevant question in the Commercial Envelope.\nIn the case of an open tender, the other Declarations listed above will not be required to be uploaded and submitted with the bid, but will instead be requested by the Council following the conclusion of the evaluation of the Qualification, Technical and Commercial Envelopes and prior to the award of the tender.\n(SC Ref:785593)",
  "initiationType": "tender"
}

{
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  "tag": [
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  "date": "2024-09-18T16:02:05+01:00",
  "ocid": "ocds-h6vhtk-049bf7",
  "buyer": {
    "id": "GB-FTS-1037",
    "name": "South Lanarkshire Council"
  },
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    "id": "SLC/HT/23/291",
    "lots": [
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        "id": "1",
        "value": {
          "amount": 243000,
          "currency": "GBP"
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        "status": "active",
        "renewal": {
          "description": "The contract has an optional 12 month extension subject to satisfactory performance, financial standing and available funding."
        },
        "hasOptions": false,
        "hasRenewal": true,
        "description": "Procurement will be conducted via the Open Tendering procedure and the ITT will be published in Public Contracts Scotland Tender (PCST). Additional information: Quality Award Criteria listed below:\nService Delivery\nImplementation / Mobilisation Plan\nStaff Resources\nPerformance Monitoring and Reporting\nCommunity Benefits\nFair Work First\nSustainability",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality",
              "type": "quality",
              "description": "70"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        },
        "contractPeriod": {
          "durationInDays": 720
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
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      }
    ],
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          "description": "South Lanarkshire Council"
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          {
            "region": "UKM95"
          }
        ]
      }
    ],
    "title": "Provision of Independent Advice and Development Support to customers in South Lanarkshire",
    "value": {
      "amount": 243000,
      "currency": "GBP"
    },
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "bidOpening": {
      "date": "2024-10-21T12:00:00+01:00"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2024-10-21T12:00:00+01:00"
    },
    "description": "South Lanarkshire Council wish to procure a service to provide independent impartial advice and guidance to support and help advance customer participation in South Lanarkshire, including in-person and online meetings with tenants and the Council, support via phone calls and email, sharing paperwork, and delivering presentations and training.\nThe service provider will be expected to develop and implement a workplan agreed between the Council and tenant representatives with clear tasks, timescales, responsibilities, methods, and outcomes.",
    "tenderPeriod": {
      "endDate": "2024-10-21T12:00:00+01:00"
    },
    "contractTerms": {
      "performanceTerms": "Please refer to the Performance Appraisal document within the ITT.",
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "reviewDetails": "Please note, the alternative review body to the local Sheriff Court detailed in VI.4.1 is:\nCourt of Session\nParliament House\nParliament Square\nEdinburgh\nEH1 1RQ\n+44 1312252595\nsupreme.courts@scotcourts.gov.uk",
    "classification": {
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      "scheme": "CPV",
      "description": "Customer services"
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    "submissionTerms": {
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      "bidValidityPeriod": {
        "durationInDays": 180
      }
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    "submissionMethod": [
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    "procurementMethod": "open",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "SPD Question 4A.1 Trade Registers\nIt is a requirement of this tender that if the bidder is UK based they must hold a valid registration with Companies House. Where the bidder is UK based but not registered at Companies House they must be able to verify to the Councils satisfaction that they are trading from the address provided in the tender and under the company name given.\nIf the bidder is based out-with the UK they must be enrolled in the relevant professional or trade register appropriate to their country as described in Schedule 5 of the Public Contracts (Scotland) Regulations 2015.\nSPD Question 4A.2 Authorisation/Membership\nWhere it is required, within a bidder’s country of establishment they must confirm which authorisation or memberships of the relevant organisation(s) are required in order to perform this service.\nBidders must confirm if they hold the particular authorisation or memberships."
        },
        {
          "type": "economic",
          "minimum": "SPD Question 4B.5 Insurance\nThe bidder must confirm that they have or will commit to obtain prior to the commencement of the contract, the following levels of Insurance Cover:\nEmployer’s Liability Insurance covering the death of or bodily injuries to employees of the bidder arising out of and in the course of their employment in connection with this contract to the level of 10000000 GBP in respect of each claim, without limit to the number of claims.\nPublic Liability Insurance covering the death of or bodily injury to a person (not an employee of the bidder) or loss of or damage to property resulting from an action or failure to take action by the bidder to the level of 5000000 GBP in respect of each claim, without limit to the number of claims.\nProfessional Indemnity Insurance covering the failure of the bidder to use the skill and care normally used by professionals providing the services described in this tender to the level of 5000000 GBP in respect of each claim, without limit to the number of claims.",
          "appliesTo": [
            "supplier"
          ],
          "description": "SPD Question 4B.4 Economic and Financial Standing\nThe Council will use the following ratios to evaluate a bidders financial status:\nProfitability – this is taken as profit after tax but before dividends and minority interests. If a company makes a profit then it is a pass for this ratio;\nLiquidity – this is calculated as current assets less stock and work in progress, divided by current liabilities. If the answer is greater than or equal to one then it is a pass for this ratio\nGearing – this is calculated as the total external secured borrowing (short term and long term) divided by shareholder funds expressed as a percentage. If the answer is less than or equal to 100% it is considered a pass for this ratio.\nBidders must provide the name and value of each of the 3 ratios within their response to SPD question 4B.4.\nThe Council requires bidders to pass 2 out of the 3 financial ratios above.\nWhere 2 out of the 3 ratios cannot be met, the Council may take the undernoted into consideration when assessing financial viability and the risk to the Council, providing that the Bidder can supply evidence to substantiate any of the mitigating criteria when requested to do so. The following list is not exhaustive and other criteria may be considered where proposed by a bidder as mitigating factors:\nWould the bidder have passed the checks if prior year accounts had been used?\nWere any of the poor appraisal outcomes \"marginal\"?\nDoes the bidder operate in a market which, traditionally, requires lower liquidity or higher debt finance?\nDoes the bidder have sufficient reserves to sustain losses for a number of years?\nDoes the bidder have a healthy cashflow?\nIs the bidder profitable enough to finance the interest on its debt?\nIs most of the bidder's debt owed to group companies?\nIs the bidder's debt due to be repaid over a number of years, and affordable?\nHave the bidder's results been adversely affected by \"one off costs\" and / or \"one off accounting treatments\"?\nDo the bidder's auditors (where applicable) consider it to be a \"going concern\"?\nWill the bidder provide a Parent Company Guarantee?\nIs the bidder the single supplier/source of the Goods/Works/Services in the marketplace?\nThe Council will request submission of and assess the bidders financial accounts, and may use financial verification systems to validate the information provided."
        },
        {
          "type": "technical",
          "appliesTo": [
            "supplier"
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          "description": "SPD Question 4C.1.2  Technical and Professional Ability\nBidders should demonstrate in their response to question 4C.1.2 that they have held contracts (preferably public sector authority) of a similar nature, size and value to those mentioned in the Specification, within the last 5 years.  A Minimum of 3 examples and a maximum of 5 should be provided.\nSPD Question 4C.10  Technical and Professional Ability (Sub-Contracting)\nBidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.\nSPD Question 4D.1 Quality Assurance Schemes\nIt is a requirement of this tender that the bidder recommended for award holds the Quality Assurance scheme membership ISO9001 accreditation OR complies with the Quality Assurance Statements contained within the ITT."
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
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      "id": "GB-FTS-1037",
      "name": "South Lanarkshire Council",
      "roles": [
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      "address": {
        "region": "UKM95",
        "locality": "Hamilton",
        "postalCode": "ML3 0AA",
        "countryName": "United Kingdom",
        "streetAddress": "Council Headquarters, Almada Street"
      },
      "details": {
        "url": "http://www.southlanarkshire.gov.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00410",
        "classifications": [
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            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
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            "scheme": "COFOG",
            "description": "Housing and community amenities"
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      "identifier": {
        "legalName": "South Lanarkshire Council"
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      "contactPoint": {
        "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk",
        "name": "Irene Peacock",
        "email": "irene.peacock@southlanarkshire.gov.uk"
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      "id": "GB-FTS-6287",
      "name": "Hamilton Sheriff Court",
      "roles": [
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      "address": {
        "locality": "Hamilton",
        "postalCode": "ML3 0BT",
        "countryName": "United Kingdom",
        "streetAddress": "Sheriff Court House, 4 Beckford Street,"
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      "details": {
        "url": "http://www.scotscourts.gov.uk"
      },
      "identifier": {
        "legalName": "Hamilton Sheriff Court"
      },
      "contactPoint": {
        "email": "hamiltoncivl@scotcourts.gov.uk"
      }
    }
  ],
  "language": "en",
  "description": "SPD Question 2.C.1 Reliance on the capacities of other entities\nBidders are required to complete a full SPD for each of the entities whose capacity they rely upon\nSPD Question 2.D.1 Subcontractors on whose capacity the bidder does not rely\nBidders are required to complete a shortened version of the SPD for each Subcontractor on whose capacity the bidder does not rely on.\nExclusion Criteria\nEconomic 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.\nSPD Questions 3A – 3C have been identified as mandatory exclusion grounds and SPD Questions 3D have been identified as discretionary exclusion grounds. All the exclusion grounds will be assessed on a PASS/FAIL basis. For the mandatory exclusion grounds a bid will be excluded where the bidder fails to provide either a positive response or to provide details to the satisfaction of the Council of the self cleansing measures undertaken. .For the discretionary exclusion grounds a bid may be excluded where the bidder fails to provide either a positive response or if the Council is not satisfied as to the self cleansing measures undertaken.\nDeclarations and Certificates\nIn an open tendering procedure prior to any award being made the successful bidder will provide the undernoted certificates, declarations and/or completed questionnaires to evidence their compliance with the relevant questions within the Qualification Envelope.\nAll certificates, declarations and questionnaires can be found within the Attachment area of PCS-T.\nSPD Question 2D.1 \t\t\tPrompt Payment Certificate\nSPD Questions 3A.1 to 3A.8 \t\tSerious and Organised Crime Declaration\nSPD Question 3A.6 \t\t\tModern Slavery Act 2015 Declaration\nSPD Question 3D.11 \t\t\tNon-Collusion Certificate\nSPD Question 4B.4\t\t\tFully Audited Accounts for Previous 2 Years\nSPD Question 4B.5.1 \t\t\tInsurance Certificates\nSPD Question 4D.1\t\t\tQuality Assurance Accreditations\nDeclaration Section \t\t\tForm of Offer to Tender\nDeclaration Section\t \t\tSOC Protocol Form (if required)\n*The ‘Form of Offer to Tender’ must be completed and uploaded within the relevant question in the Commercial Envelope.\nIn the case of an open tender, the other Declarations listed above will not be required to be uploaded and submitted with the bid, but will instead be requested by the Council following the conclusion of the evaluation of the Qualification, Technical and Commercial Envelopes and prior to the award of the tender.\nThe buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 27229. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343\nCommunity benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/\nA summary of the expected community benefits has been provided as follows:\nUnder this contract bidders will be required to actively participate in the achievement of Community Benefits. A summary of the expected Community Benefits has been provided within the attachment area/technical envelope and bidders will be asked to provide details of the Community Benefits they can offer as part of their bid. The Council has calculated that the minimum total of 60 community benefit points which must be delivered under this contract.\n(SC Ref:775194)",
  "initiationType": "tender"
}