Variation to SIM Management Services contract

{
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  "date": "2024-01-15T14:31:11Z",
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        "description": "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.\nThe 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.\nAll 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.",
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          "description": "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."
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        "description": "In April 2023, Crown Estate Scotland, as agent on behalf of 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 is that, once the SIM legal vehicle has been established, the contract would be novated to that newly created legal entity. The new legal entity has not been established and Crown Estate Scotland (as agent) has continued to be the contracting party with OVE Arup & Partners to ensure the SIM process succeeds.\nThe 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. The extra resource required to evaluate applications and provide project information to the SIM Group has resulted in an increased contract value of GBP460,000 and the contract expiration date confirmed as 16th April 2024.",
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        "description": "Management of the SIM is likely to be required longer term and beyond the periods described above. It will be for the SIM legal vehicle or the CFWG at that time to determine the appropriate arrangements for the services required once this appointment has expired.\nThe primary function of the SIM Management Service Provider will be to present investment opportunities on strategic projects for consideration to the CFWG, through the to be established, legal structure of the SIM (Deliverable 1). This will be drawn from information received and requested to enable an initial assessment to be made; and further detail then collated which allows potential investors to make informed decisions about progressing funding opportunities. Governance and reporting is to be established for the SIM, through to the CFWG and SOWEC.\nThe identification of major capital-intensive projects and progressing those identified are the immediate priorities of SIM Stage 1. It is expected that sources of strategic investment will need to be identified and factored into proposals from mid-2023 to maximise the economic value of future offshore wind farms in Scotland and further afield. As CFWG members have been working towards these dates for some time, there are already concepts and proposals in development. The SIM Management Service Provider will be responsible, by Summer 2023, for facilitating the compilation of these proposals, to be agreed by the CFWG. This then represents an initial collective view on the major Scottish port and infrastructure projects which are to be prioritised for strategic offshore wind investment (Deliverable 2).\nThis initial view can evolve and be reactive to additional opportunities or refocus. Supplementary data in support of the initial recommendations will be requested, collated, and presented. The aim shall be, by end 2023, to have a robust and comprehensive definition of initial major projects to be pursued, with investment prospectuses concluded and transitioned to stage 2. (Deliverable 3).\nFor its first year, as noted, the SIM legal vehicle will focus on major port infrastructure projects. However, the intention is to expand SIM activities into other areas such as supply chain, people & skills and innovation. By the end of 2023, the SIM Management Service Provider, with the CFWG, shall have developed a view on what those areas should be together with a comprehensive justification in support of it (Deliverable 4).\nBidders are asked to submit proposals setting out their suggested approach for delivering this scope of work in full. Bidders must explain how they would address all other requirements for the delivery of the commission, including any potential legal/regulatory issues. Further information on how to respond to this tender is set out in the ITT.",
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              "type": "quality",
              "description": "30"
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  ],
  "description": "the value of delivering the initial scope is capped at 350,000 GBP. There is provision in the contract to extend and outcomes of different phases may expand on the scope.  These options are capped and the maximum total budget will not exceed 600,000 GBP.\n(SC Ref:731376)",
  "initiationType": "tender"
}

{
  "id": "002243-2023",
  "tag": [
    "tender"
  ],
  "date": "2023-01-25T09:45:13Z",
  "ocid": "ocds-h6vhtk-039a63",
  "buyer": {
    "id": "GB-FTS-16652",
    "name": "Crown Estate Scotland"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000720220"
    }
  ],
  "tender": {
    "id": "CES-ITT-2023-01-24",
    "lots": [
      {
        "id": "1",
        "value": {
          "amount": 350000,
          "currency": "GBP"
        },
        "status": "active",
        "options": {
          "description": "Options for additional purchases are detailed in the ITT"
        },
        "renewal": {
          "description": "Renewals and extension options are detailed in the ITT"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Management of the SIM is likely to be required longer term and beyond the periods described above. It will be for the SIM legal vehicle or the CFWG at that time to determine the appropriate arrangements for the services required once this appointment has expired.\nThe primary function of the SIM Management Service Provider will be to present investment opportunities on strategic projects for consideration to the CFWG, through the to be established, legal structure of the SIM (Deliverable 1). This will be drawn from information received and requested to enable an initial assessment to be made; and further detail then collated which allows potential investors to make informed decisions about progressing funding opportunities. Governance and reporting is to be established for the SIM, through to the CFWG and SOWEC.\nThe identification of major capital-intensive projects and progressing those identified are the immediate priorities of SIM Stage 1. It is expected that sources of strategic investment will need to be identified and factored into proposals from mid-2023 to maximise the economic value of future offshore wind farms in Scotland and further afield. As CFWG members have been working towards these dates for some time, there are already concepts and proposals in development. The SIM Management Service Provider will be responsible, by Summer 2023, for facilitating the compilation of these proposals, to be agreed by the CFWG. This then represents an initial collective view on the major Scottish port and infrastructure projects which are to be prioritised for strategic offshore wind investment (Deliverable 2).\nThis initial view can evolve and be reactive to additional opportunities or refocus. Supplementary data in support of the initial recommendations will be requested, collated, and presented. The aim shall be, by end 2023, to have a robust and comprehensive definition of initial major projects to be pursued, with investment prospectuses concluded and transitioned to stage 2. (Deliverable 3).\nFor its first year, as noted, the SIM legal vehicle will focus on major port infrastructure projects. However, the intention is to expand SIM activities into other areas such as supply chain, people & skills and innovation. By the end of 2023, the SIM Management Service Provider, with the CFWG, shall have developed a view on what those areas should be together with a comprehensive justification in support of it (Deliverable 4).\nBidders are asked to submit proposals setting out their suggested approach for delivering this scope of work in full. Bidders must explain how they would address all other requirements for the delivery of the commission, including any potential legal/regulatory issues. Further information on how to respond to this tender is set out in the ITT.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Exhibit an understanding of the purpose and aims of the SIM and off the offshore wind market",
              "type": "quality",
              "description": "10"
            },
            {
              "name": "Proposed approach – to delivery of the scope and management of the project",
              "type": "quality",
              "description": "20"
            },
            {
              "name": "Experience – including involvement in relevant projects and staff knowledge",
              "type": "quality",
              "description": "30"
            },
            {
              "name": "Differentiation – the special insights and capabilities which distinguish you from the rest of the market",
              "type": "quality",
              "description": "10"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        },
        "contractPeriod": {
          "durationInDays": 360
        },
        "submissionTerms": {
          "variantPolicy": "allowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKM"
          }
        ],
        "additionalClassifications": [
          {
            "id": "79421000",
            "scheme": "CPV",
            "description": "Project-management services other than for construction work"
          },
          {
            "id": "79100000",
            "scheme": "CPV",
            "description": "Legal services"
          },
          {
            "id": "79211000",
            "scheme": "CPV",
            "description": "Accounting services"
          }
        ]
      }
    ],
    "title": "Consultancy to provide Strategic Investment Model (SIM) Management Services",
    "value": {
      "amount": 350000,
      "currency": "GBP"
    },
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      }
    ],
    "bidOpening": {
      "date": "2023-03-14T12:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "recurrence": {
      "description": "Recurrence will be dependant on performance and options to extend which may be exercised"
    },
    "awardPeriod": {
      "startDate": "2023-03-14T12:00:00Z"
    },
    "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.\nIf 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",
    "tenderPeriod": {
      "endDate": "2023-03-14T12:00:00Z"
    },
    "communication": {
      "atypicalToolUrl": "https://www.publiccontractsscotland.gov.uk/"
    },
    "contractTerms": {
      "performanceTerms": "Refer to ITT",
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": true,
    "classification": {
      "id": "73220000",
      "scheme": "CPV",
      "description": "Development consultancy services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "durationInDays": 180
      }
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "open",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "suitability",
          "appliesTo": [
            "supplier"
          ],
          "description": "Different professional activities required to deliver the services will require enrolment on appropriate professional or trade registers as described in the SPD module."
        },
        {
          "type": "technical",
          "minimum": "See above",
          "appliesTo": [
            "supplier"
          ],
          "description": "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."
        },
        {
          "type": "technical",
          "description": "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."
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk/",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-16652",
      "name": "Crown Estate Scotland",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UK",
        "locality": "Edinburgh",
        "postalCode": "EH3 9GL",
        "countryName": "United Kingdom",
        "streetAddress": "Quartermile Two, 2nd Floor, 2 Lister Square"
      },
      "details": {
        "url": "http://crownestatescotland.com/",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA29444",
        "classifications": [
          {
            "scheme": "TED_CA_TYPE",
            "description": "Public Corporation"
          },
          {
            "scheme": "COFOG",
            "description": "Property"
          }
        ]
      },
      "identifier": {
        "legalName": "Crown Estate Scotland"
      },
      "contactPoint": {
        "url": "https://www.publiccontractsscotland.gov.uk/",
        "name": "Maurice McTeague",
        "email": "maurice.mcteague@crownestatescotland.com",
        "telephone": "+44 1314607657"
      }
    },
    {
      "id": "GB-FTS-809",
      "name": "Edinburgh Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Edinburgh",
        "postalCode": "EH1 1LB",
        "countryName": "United Kingdom",
        "streetAddress": "Sheriff Court House, 27 Chambers Street"
      },
      "details": {
        "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/edinburgh-sheriff-court-and-justice-of-the-peace-court"
      },
      "identifier": {
        "legalName": "Edinburgh Sheriff Court"
      },
      "contactPoint": {
        "telephone": "+44 1312252525"
      }
    }
  ],
  "language": "en",
  "description": "NOTE: 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=720220.\nThe buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.\nSuppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.\n(SC Ref:720220)\nDownload the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=720220",
  "initiationType": "tender"
}