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Published 25 Jan 2023, 09:45 GMT

Official UK procurement notice

Variation to SIM Management Services contract

Official notice

Authority: Crown Estate Scotland (Central government)

ServicesOpen procedure
Sectors: Research & Development (R&D) (73)Business Services & Consultancy (79) Delivery: UKScotland (UKM)
Published estimate£350,000≈ £350k / year
Submissions closed 14 Mar 2023awarded 17 Apr 2023
Awarded to OVE ARUP & PARTNERS LIMITED3 awards
Contract term 1 yrends 28 Jun 2024 · extension options published · starts 17 Apr 2023

What is being bought

Published requirement description

Crown Estate Scotland, on behalf of SOWEC, is seeking to appoint a consultancy to provide a number of management and other associated services (SIM Management Service Provider) to the SIM for an initial period of 12 months. During the first 6 months, the SIM Management Service Provider will be contracted to Crown Estate Scotland (CES) who is procuring this on behalf of the group pending the new legal entity (SIM legal vehicle) being created. Once the SIM legal vehicle has been established, it is intended that the contract with CES will be novated to the new SIM legal vehicle and will continue for the remainder of its term.

If the SIM Management Service Provider has demonstrated sufficient value during this initial contract period, the expectation is that the contract will be extended for a further 12 months. The decision to extend will be solely at the discretion of the SIM legal vehicle or, if such has not yet been established, Crown Estate Scotland

  • Recurrence: Recurrence will be dependant on performance and options to extend which may be exercised

CPV: Accounting services · Development consultancy services · Legal services · Project-management services other than for construction work

The lotProcurement structure

single lot · value published
Lot #1In April 2023, Crown Estate Scotland, as agent on behalf of the Scottish Offshore Wind…AwardedRenewal 1 yrPublished value£350,000

In April 2023, Crown Estate Scotland, as agent on behalf of the Scottish Offshore Wind Energy Council (SOWEC), appointed OVE Arup & Partners to provide a number of management and other associated services (SIM (Strategic Investment Management) Management Service Provider) to the SIM Group for an initial period of up to 12 months. Crown Estate Scotland was to be the contracting party as agent on behalf of the SIM Group pending a new legal entity (SIM legal vehicle) being created. The intention was that, once the SIM legal vehicle had been established, the contract would be novated to that newly created legal entity. Following advice from the SIM Management Service Provider, the SIM Group recommended not proceeding with the new legal entity and d Crown Estate Scotland (as agent) agreed to continue to be the contracting party with OVE Arup & Partners to ensure momentum and progress with the SIM process.

The value of the original appointment was GBP339,670 which was based on an assumption of a number of applications. Subsequently 45 applications were received which was in excess of the numbers assumed. As a result, there was a requirement for additional resource to be allocated to service this requirement, primarily due to the high value associated with the data being received and the outcome sought. The extra resource required to evaluate applications and provide project information to the SIM Group resulted in an increased contract value of GBP460,000.

All applications to the SIM have now been evaluated and the SIM is progressing to Stage 2 ‘Investment/Implementation’. The transition and Stage 2 of the SIM process is being established and structured by the Management Service Provider, with the SIM Group and it continues to be complex. The contract includes an option to vary the total contract value up to a maximum of GBP600,000 for scope expansion. The scope expansion has been endorsed by the SIM Group and the contract value will hereby be increased to GBP600,000 to recognise the additional work required to facilitate transition and Stage 2 of the process. The contract expiration date will hereby be increased to 30th June 2024 to allow time to conclude this phase and plan for any future work.

Contract period: 17 Apr 2023 – 28 Jun 2024 (1 yr)
Delivery: UK, Scotland
Extensions: Options for additional purchases are detailed in the ITT · Renewals and extension options are detailed in the ITTVariant bids: allowed
79100000 Legal services79211000 Accounting services79421000 Project-management services other than for construction work

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)
  • Exhibit an understanding of the purpose and aims of the SIM and off the offshore wind market: 10%
  • Proposed approach – to delivery of the scope and management of the project: 20%
  • Experience – including involvement in relevant projects and staff knowledge: 30%
  • Differentiation – the special insights and capabilities which distinguish you from the rest of the market: 10%
  • price: 30%
Published award criteria (5)
  • Exhibit an understanding of the purpose and aims of the SIM and off the offshore wind market: 10
  • Proposed approach – to delivery of the scope and management of the project: 20
  • Experience – including involvement in relevant projects and staff knowledge: 30
  • Differentiation – the special insights and capabilities which distinguish you from the rest of the market: 10
  • Price: 30
Conditions of participation3
  • Suitability

    Different professional activities required to deliver the services will require enrolment on appropriate professional or trade registers as described in the SPD module.

  • Technical & professional ability

    Commercial Law LLM (including ability to practice in Scotland) and registration with appropriate professional body required to support the creation and governance of the SIM legal vehicle. Chartered Financial Analyst (CFA) accreditation required to manage investment proposals. PRINCE2 Practitioner (or equivalent) for management of the project as a whole.

    Minimum: See above
  • Technical & professional ability

    Commercial Law LLM (including ability to practice in Scotland) and registration with appropriate professional body required to support the creation and governance of the SIM legal vehicle. Chartered Financial Analyst (CFA) accreditation required to manage investment proposals. PRINCE2 Practitioner (or equivalent) for management of the project as a whole.

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.

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
Yes · Recurrence will be dependant on performance and options to extend which may be exercised
First published
25 Jan 2023, 09:45 GMT
Last source update
15 Jan 2024, 14:31 GMT
Award evaluation window
14 Mar 2023 – …
FTS notice number
2024/S 000-001288
Classification (CPV)
Accounting servicesDevelopment consultancy servicesLegal servicesProject-management services other than for construction work
Delivery area
UKScotland (UKM)
Official registry OCID
ocds-h6vhtk-039a63 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

Refer to ITT

Publisher note: (SC Ref:755052)

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: https://www.publiccontractsscotland.gov.uk/ ↗

Submission deadline
14 Mar 2023, 12:00 GMT
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
14 Mar 2023, 12:00 GMT
Detailed submission instructions & authority contactsFrom official release

www.publiccontractsscotland.gov.uk ↗

Timeline

14 Mar 2023 → 15 Jan 2024 · 4 dates
  1. Submission deadline
    14 Mar 2023, 12:00 GMT
  2. Bids opened
    14 Mar 2023, 12:00 GMT
  3. Contract starts
    17 Apr 2023, 00:00 BST
  4. Notice published
    15 Jan 2024, 14:31 GMT

Notice history

1 event · 4 releases on Find a Tender
  1. Status changed to complete
    5 May 2023, 10:10 BST
Routine re-releases (4)
  • 2023-01: 1 release · 25 Jan 2023

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 3
Awarded value £1,060,0002 contracts exc. VAT
Bids received 5
Contracts signed 3latest 17 Apr 2023
Awarded toValueDateStatus
OVE ARUP & PARTNERS LIMITED£600,000 †—Awarded
OVE ARUP & PARTNERS LIMITEDSubcontracting: Addleshaw Goddard LLP to provide various legal services as part of delivery of the contract——Awarded
OVE ARUP & PARTNERS LIMITEDVariation to Strategic Investment Model (SIM) Management Services contract£460,000 †—Awarded

Contracts

  • Variation to SIM Management Services contract · OVE ARUP & PARTNERS LIMITED

    Signed
    17 Apr 2023
    Value
    £600,000
    Period
    17 Apr 2023 – 28 Jun 2024
    Status
    active
    • Change The value of the contract has been increased by GBP140000 to a total of GBP600000 and the contract expiration date has been amended from 16 April 2024 to 28 June 2024., Need for additional works, services or supplies by the original contractor/concessionaire: The number of applications to the SIM exceeded expectations and requires additional resource.

  • Contract 012888-2023-CES-ITT-2023-01-24-1 · OVE ARUP & PARTNERS LIMITED

    Signed
    17 Apr 2023
    Value
    —
    Period
    … – 28 Jun 2024
    Status
    active

  • Variation to Strategic Investment Model (SIM) Management Services contract · OVE ARUP & PARTNERS LIMITED

    Signed
    17 Apr 2023
    Value
    £460,000
    Period
    … – 28 Jun 2024
    Status
    active
    • Change The value of the original appointment was GBP339,670 which was based on an assumption of a number of applications. Subsequently 44 applications were received which was in excess of the numbers assumed. As a result, there will require to be additional resource allocated to exceed this requirement., Need for modification brought about by circumstances which a diligent contracting authority/entity could not foresee: The number of applications to the SIM process has exceeded applications and the resource required to evaluate the applications and provide project information to the SIM Group has increased. The level of the applications could not have been reasonably foreseen at the point of the competition being commenced, On the basis that the works involve the evaluation of a number of different applications, it would not be possible to split the services as it would lead to difficulties in relation to ensuring consistencies between two separate teams and ultimately would lead to increased and duplication of costs.

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
In April 2023, Crown Estate Scotland, as agent on behalf of the Scottish Offshore Wind…5bids · 5 electronic · 5 from abroad0—£339,670 – £475,000
Whole notice———£339,670 – £475,000

Contracting authority & participating public bodies

Crown Estate Scotland

Contracting authorityCentral GovernmentPublic CorporationProperty Quartermile Two, 2nd Floor, 2 Lister Square, Edinburgh, UK, EH3 9GLContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Edinburgh Sheriff CourtReview body Edinburgh

Bidders & participating suppliers

2 commercial parties on the notice
  • Ove Arup & PartnersAwarded supplier Scotstoun House, South Queensferry, West Lothian, Edinburgh, UK, EH30 9SEContact phone
  • Ove Arup and Partners LtdAwarded supplier 8 Fitzroy Street, London, UK, W1T 4BJContact phone

Official documents & specifications (1)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria