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Lot No: 1
II.2.1) Title
Lot 1 - Management Systems Audit Services
II.2.2) Additional CPV code(s)
79212000
79212200
79212300
90714000
71310000
71311210
71311000
71311100
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
The services will require attending the offices, sites or other UK locations where the contractor’s & their consultant’s management systems are used. Reporting undertaken from the Auditor's offices.
II.2.4) Description of the procurement
The purpose of this procurement is to establish a Framework Agreement for the provision of management systems audit services. Framework Suppliers appointed to the Framework Agreement may be called upon, through the award of call-off contracts, to provide suitably experienced and qualified personnel to support Transport Scotland and provide services in relation to the audit of the management systems of contractors and consultants for works and services contracts. This service will include but not be limited to auditing of the following management systems: BS EN ISO 9001, BS EN ISO 14001 and BS EN ISO 45001, together with other key areas associated with contracts to which those contractors or consultants are appointed.
Transport Scotland will manage the procurement process on behalf of the Scottish Ministers. The Framework Agreement will be competitively procured through a Restricted Procedure in accordance with the Public Contracts (Scotland) Regulations 2015. This is a two-stage procedure comprising a pre-qualification stage (Single Procurement Document (SPD)) and a tender stage.
Following completion of the procurement process, the Framework Agreement will be entered into between the Scottish Ministers and the successful tenderers appointed as Framework Suppliers.
Section II.2.9 of this Contract Notice describes the criteria for selecting the limited number of candidates to be invited to tender. Detailed information regarding the tender process and award criteria will be provided to economic operators shortlisted for the tender stage.
The Framework Agreement and any call-off contracts awarded under it shall be based upon the NEC4 conditions of contract.
To be considered for the pre-qualification stage, economic operators are required to complete and submit an SPD in accordance with this Contract Notice and the Supplementary Information Document (SID), which can be accessed via the Additional Documents section of the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk).
Economic operators will be evaluated in accordance with the Public Contracts (Scotland) Regulations 2015 on the basis of the information provided within their SPD submissions.
II.2.5) Award criteria
Criteria below:
Quality criterion: The tenderers approach to execution of the Services; management procedures and quality systems and policies, personnel and sustainability. Further information will be included in the tender documents
/ Weighting: 60
Cost criterion: Tenders shall be assessed against evaluation criteria to determine the most economically advantageous submission. Further info will be included in the tender documentation
/ Weighting: 40
II.2.6) Estimated value
Value excluding VAT:
1 250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
Objective criteria for choosing the limited number of candidates:
It is intended that five (5) economic operators be taken forward to tender participation stage. These economic operators shall be those who have:
(i) submitted a compliant submission, comprising the completed SPD
(ii) satisfied the relevant selection criteria under the exclusion grounds
(iii) (a) Minimum Standards of Eligibility - provided evidence of having delivered audit services that meet the requirements of Statement (a); and
(b) Technical and Professional Ability - provided evidence demonstrating an acceptable level of technical and professional activity; and
(c) Educational & Professional Qualifications - possess resouces with the necessary educational and professional qualifications to perform the requirement
(iv) has in place quality, environmental and health and safety management systems;
(v) satisfied minimum standards of economic and financial standing
(vi) achieved the first, second, third, fourth and fifth highest combined weighted scores in respect of technical and professional ability calculated in accordance with the responses to Statements (b), (c) and (d) (refer to Section III.1.3).
However, if an economic operator has not submitted a compliant submission as described in (i) above, failed in respect of either (ii), (iii), (iv) or (v) above, then that economic operator shall be excluded from the ranking of scores described in (vi) as above.
In terms of Public Contracts (Scotland) Regulations 2015, there will be a requirement on economic operators to provide proof of economic and financial standing, and of technical and professional ability prior to proceeding to the next stage of competition and award. The tender documents will contain specific provisions requiring tenderers to inform Transport Scotland of any changes to their economic and financial standing or technical and professional ability during the procurement process.
Transport Scotland reserves the right to undertake further verification to ensure continuing compliance with the selection criteria at any time prior to proceeding to the next stage of the competition and contract award, including during any standstill period. If means of proof does not satisfy Transport Scotland's selection criteria and/or if an economic operator no longer meets the requirements set out in the tender documents, it shall be excluded from this procurement competition. If this follows tender evaluation, including during any standstill period, the next ranked most economically advantageous tenderer shall be requested to provide proof of economic and financial standing, and technical and professional ability with a view to contract award.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
II.2.14) Additional information
Economic operators who initially meet but then subsequently fail to meet the selection criteria, prior to contract award, shall be excluded.
Economic 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.
Lot No: 2
II.2.1) Title
Lot 2 - Services Relating to Dispute/Claims Advice
II.2.2) Additional CPV code(s)
71310000
71311210
71311000
71311100
79410000
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
The services will predominantly be delivered from the consultant's own offices but occasional visits to other offices, stakeholders and sites in the UK may be necessary.
II.2.4) Description of the procurement
The purpose of this procurement is to establish a Framework Agreement for the provision of dispute and claims advisory services. Framework Suppliers appointed to the Framework may be invited to provide specialist dispute and claims advisory services through the award of call-off contracts in relation to road and other transport-related projects. Such projects may include those that are in development or being delivered through Design and Build and Design, Build, Operate and Finance (DBFO) procurement models.
Transport Scotland will manage the procurement process on behalf of the Scottish Ministers. The Framework Agreement will be procured through a Restricted Procedure in accordance with the Public Contracts (Scotland) Regulations 2015. This is a two-stage procedure comprising a pre-qualification stage (Single Procurement Document (SPD)) and a tender stage.
Following completion of the procurement process, the Framework Agreement will be entered into between the Scottish Ministers and the successful tenderers appointed as Framework Suppliers.
Section II.2.9 of this Contract Notice describes the criteria for selecting the limited number of candidates to be invited to tender. Detailed information regarding the tender process and award criteria will be provided to economic operators invited to participate in the tender stage.
The Framework Agreement and any call-off contracts awarded under it shall be based upon the NEC4 conditions of contract.
To be considered for the pre-qualification stage, economic operators are required to complete and submit an SPD in accordance with this Contract Notice and the Supplementary Information Document (SID), which can be accessed via the Additional Documents section of the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk).
Economic operators will be evaluated in accordance with the Public Contracts (Scotland) Regulations 2015 on the basis of the information provided within their SPD submissions.
II.2.5) Award criteria
Criteria below:
Quality criterion: Approach to execution of the Services; management of complex claims, approach to delivery, technical processes, staff / resources and sustainability
/ Weighting: 70
Cost criterion: Tenders shall be assessed against evaluation criteria to determine the most economically advantageous submission. Further info will be included in the tender documentation
/ Weighting: 30
II.2.6) Estimated value
Value excluding VAT:
1 250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
Objective criteria for choosing the limited number of candidates:
It is intended that five (5) economic operators be taken forward to tender participation stage. These economic operators shall be those who have:
(i) submitted a compliant submission, comprising the completed SPD
(ii) satisfied the relevant selection criteria under the exclusion grounds
(iii) (a) Minimum Standards of Eligibility - provided evidence of having delivered claims and/or dispute advice services that meet the requirements of Statements (a), (b) and (c); and
(b) Technical or Professional Ability - provided evidence demonstrating an acceptable level of technical or professional activity; and
(c) Educational & Professional Qualifications - possess resources with the necessary educational and professional qualifications to perform the requirement
(iv) has in place quality, environmental and health and safety management systems;
(v) satisfied minimum standards of economic and financial standing
(vi) achieved the first, second, third, fourth and fifth highest combined weighted scores in respect of technical and professional ability calculated in accordance with the responses to Statements (d), (e) and (f) (refer to Section III.1.3).
However, if an economic operator has not submitted a compliant submission as described in (i) above, failed in respect of either (ii), (iii), (iv) or (v) above, then that economic operator shall be excluded from the ranking of scores described in (vi) as above.
In terms of Public Contracts (Scotland) Regulations 2015, there will be a requirement on economic operators to provide proof of economic and financial standing, and of technical and professional ability prior to proceeding to the next stage of competition and award. The tender documents will contain specific provisions requiring tenderers to inform Transport Scotland of any changes to their economic and financial standing or technical and professional ability during the procurement process.
Transport Scotland reserves the right to undertake further verification to ensure continuing compliance with the selection criteria at any time prior to proceeding to the next stage of the competition and contract award, including during any standstill period. If means of proof does not satisfy Transport Scotland's selection criteria and/or if an economic operator no longer meets the requirements set out in the tender documents, it shall be excluded from this procurement competition. If this follows tender evaluation, including during any standstill period, the next ranked most economically advantageous tenderer shall be requested to provide proof of economic and financial standing, and technical and professional ability with a view to contract award.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
II.2.14) Additional information
Economic operators who initially meet but then subsequently fail to meet the selection criteria, prior to contract award, shall be excluded.
Economic 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.
Lot No: 3
II.2.1) Title
Lot 3 - Cost Estimation and Quantification Services
II.2.2) Additional CPV code(s)
71242000
71244000
71310000
71311000
71311100
71246000
71322100
71324000
71311210
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
The services will predominantly be delivered from the consultant's own offices but occasional visits to other offices, stakeholders and sites in the UK may be necessary
II.2.4) Description of the procurement
The purpose of this procurement is to establish a Framework Agreement for the provision of cost estimation and quantification services. Framework Suppliers appointed to the Framework may be invited to provide cost estimation, cost planning, cost quantification and related commercial advisory services through the award of call-off contracts. Such services may be required to support road and other transport-related projects and to improve the accuracy of cost estimates, providing greater certainty in budget planning and financial forecasting. Services may be provided during scheme development and through construction with potential input to early contractor involvement processes.
Transport Scotland will manage the procurement process on behalf of the Scottish Ministers. The Framework Agreement will be procured through a Restricted Procedure in accordance with the Public Contracts (Scotland) Regulations 2015. This is a two-stage procedure comprising a pre-qualification stage (Single Procurement Document (SPD)) and a tender stage.
Following completion of the procurement process, the Framework Agreement will be entered into between the Scottish Ministers and the successful tenderers appointed as Framework Suppliers.
Section II.2.9 of this Contract Notice describes the criteria for selecting the limited number of candidates to be invited to tender. Detailed information regarding the tender process and award criteria will be provided to economic operators invited to participate in the tender stage.
The Framework Agreement and any call-off contracts awarded under it shall be based upon the NEC4 conditions of contract.
To be considered for the pre-qualification stage, economic operators are required to complete and submit an SPD in accordance with this Contract Notice and the Supplementary Information Document (SID), which can be accessed via the Additional Documents section of the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk).
Economic operators will be evaluated in accordance with the Public Contracts (Scotland) Regulations 2015 on the basis of the information provided within their SPD submissions.
II.2.5) Award criteria
Criteria below:
Quality criterion: The tenderers approach to execution of the cost estimation services; management procedures, quality systems and policies, personnel and sustainability
/ Weighting: 70
Cost criterion: Tenders shall be assessed against evaluation criteria to determine the most economically advantageous submission. Further info will be included in the tender documentation
/ Weighting: 30
II.2.6) Estimated value
Value excluding VAT:
11 900 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 5
Objective criteria for choosing the limited number of candidates:
It is intended that five (5) economic operators be taken forward to tender participation stage. These economic operators shall be those who have:
(i) submitted a compliant submission, comprising the completed SPD
(ii) satisfied the relevant selection criteria under the exclusion grounds
(iii) (a) Minimum Standards of Eligibility - provided evidence of having delivered cost estimation and quantification services which meet the requirements of Statements (a), (b) and (c); and
(b) Technical or Professional Ability - provided evidence demonstrating an acceptable level of technical or professional activity; and
(c) Educational & Professional Qualifications - possess resources with the necessary educational and professional qualifications to perform the requirement
(iv) has in place quality, environmental and health and safety management systems;
(v) satisfied minimum standards of economic and financial standing
(vi) achieved the first, second, third, fourth and fifth highest combined weighted scores in respect of technical and professional ability calculated in accordance with the responses to Statements (d), (e) and (f) (refer to Section III.1.3).
However, if an economic operator has not submitted a compliant submission as described in (i) above, failed in respect of either (ii), (iii), (iv) or (v) above, then that economic operator shall be excluded from the ranking of scores described in (vi) as above.
In terms of Public Contracts (Scotland) Regulations 2015, there will be a requirement on economic operators to provide proof of economic and financial standing, and of technical and professional ability prior to proceeding to the next stage of competition and award. The tender documents will contain specific provisions requiring tenderers to inform Transport Scotland of any changes to their economic and financial standing or technical and professional ability during the procurement process.
Transport Scotland reserves the right to undertake further verification to ensure continuing compliance with the selection criteria at any time prior to proceeding to the next stage of the competition and contract award, including during any standstill period. If means of proof does not satisfy Transport Scotland's selection criteria and/or if an economic operator no longer meets the requirements set out in the tender documents, it shall be excluded from this procurement competition. If this follows tender evaluation, including during any standstill period, the next ranked most economically advantageous tenderer shall be requested to provide proof of economic and financial standing, and technical and professional ability with a view to contract award.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
II.2.14) Additional information
Economic operators who initially meet but then subsequently fail to meet the criteria, prior to contract award, shall be excluded.
Economic 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.
A maximum of nine 9 suppliers will be appointed to the Framework Agreement. Appointments will be made on a Lot-by-Lot basis as follows:
Lot 3 – up to 3 suppliers.
Economic operators may bid for one, multiple, or all Lots. The total number of suppliers appointed across all Lots will not exceed nine (9)
Requirements relating to the disclosure and management of conflicts of interest are set out in the SPD and the relevant SID. Economic operators should refer to those documents when completing their submission
Please refer to the Supplementary Information Documents for further additional information.
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=781125.
The 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.
Suppliers 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.
A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363
Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/
Economic operators tendering for the Framework Agreement will be required to confirm their commitment to supporting and delivering Community Benefits throughout the duration of the Framework Agreement.
Community Benefit requirements may be included in contracts awarded under the Framework Agreement, whether through direct award or further competition, where such requirements are considered relevant and proportionate to the specific requirement. Framework Suppliers will be expected to support and deliver any Community Benefit requirements specified as part of the contract award process.
Details of any applicable Community Benefit requirements, including any evaluation and reporting arrangements, will be provided within the relevant contract documentation.
Transport Scotland provides a Community Benefits Metrics Template to support suppliers in measuring and reporting Community Benefit outcomes.
Full information and requirements will be included within the relevant procurement, call-off and/or contract documentation, as appropriate.
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=781125