SMART Financial Due Diligence Framework

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000570682-2019-05-02T00:00:00Z",
    "date": "2019-05-02T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000570682",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-51",
            "name": "Scottish Enterprise",
            "identifier": {
                "legalName": "Scottish Enterprise"
            },
            "address": {
                "streetAddress": "Atrium Court, 50 Waterloo Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G2 6HQ"
            },
            "contactPoint": {
                "name": "Alison McManus",
                "email": "alison.mcmanus@scotent.co.uk",
                "telephone": "+44 01414685025",
                "faxNumber": "+44 1412481600",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "reviewBody",
                "reviewContactPoint"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.scottish-enterprise.com/"
            }
        },
        {
            "id": "org-52",
            "name": "Scottish Government Single Point of Enquiry",
            "identifier": {
                "legalName": "Scottish Government Single Point of Enquiry"
            },
            "address": {
                "streetAddress": "Procurement and Commercial Division, 7th Floor, 5 Atlantic Qua, 150 Broomielaw",
                "locality": "Glasgow",
                "postalCode": "G2 8LU"
            },
            "contactPoint": {
                "email": "SPOEprocurement@scotland.gsi.gov.uk",
                "telephone": "+44 1412425466",
                "url": "http://www.gov.scot/topics/government/procurement/selling/supplier-enquiries"
            },
            "roles": [
                "mediationBody",
                "reviewContactPoint"
            ]
        },
        {
            "id": "org-93",
            "name": "Scottish Enterprise",
            "identifier": {
                "legalName": "Scottish Enterprise"
            },
            "address": {
                "streetAddress": "Atrium Court, 50 Waterloo Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G2 6HQ"
            },
            "contactPoint": {
                "email": "natalie.dalgoutte@scotent.co.uk",
                "telephone": "+44 1592623006",
                "faxNumber": "+44 1412481600",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody",
                "mediationBody",
                "reviewContactPoint"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.scottish-enterprise.com/"
            }
        },
        {
            "id": "org-322",
            "name": "PKF-FPM Accountants Limited",
            "identifier": {
                "legalName": "PKF-FPM Accountants Limited"
            },
            "address": {
                "streetAddress": "Dromalane Mill",
                "locality": "Newry",
                "region": "UKN08",
                "postalCode": "BT35 8QS"
            },
            "contactPoint": {
                "telephone": "+44 2830261010"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-323",
            "name": "Scottish Government Single Point of Enquiry",
            "identifier": {
                "legalName": "Scottish Government Single Point of Enquiry"
            },
            "address": {
                "streetAddress": "Procurement and Commercial Division, 7th Floor, 5 Atlantic Qua, 150 Broomielaw",
                "locality": "Glasgow",
                "postalCode": "G2 8LU"
            },
            "contactPoint": {
                "email": "SPOEprocurement@scotland.gsi.gov.uk",
                "telephone": "+44 1412425466",
                "url": "http://www.gov.scot/topics/government/procurement/selling/supplier-enquiries"
            },
            "roles": [
                "mediationBody",
                "reviewContactPoint"
            ]
        }
    ],
    "buyer": {
        "name": "Scottish Enterprise",
        "id": "org-93"
    },
    "tender": {
        "id": "P19-0091",
        "title": "SMART Financial Due Diligence Framework",
        "description": "This is a CONTRACT AWARD NOTICE, please do not respond. Scottish Enterprise has awarded a framework agreement for the provision of financial appraisal services for SE's SMART: Scotland programme. This framework will be for a period of three years commencing on 1st May 2019. After this time, SE will have the option to extend the framework for a further 12 month period.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66171000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79212100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79412000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    },
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 150000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2019-02-18T11:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2019-02-18T11:00:00Z"
        },
        "documents": [
            {
                "id": "JAN342705",
                "documentType": "contractNotice",
                "title": "SMART Financial Due Diligence Framework",
                "description": "The purpose of this Invitation to Tender is to appoint a supplier, operating under a framework, to provide financial appraisal services for SE's SMART: Scotland programme to Scottish Enterprise (\"SE\"), and the respective subsidiary and associated companies and undertakings. (together, the \"Purchasers\"). This framework will be for a period of three years and we anticipate a start date of 1st May 2019 and an end date of 30th April 2022. After this time, Scottish Enterprise will have the option to extend the framework for a further 12 month period to 30th April 2023.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN342705",
                "format": "text/html"
            },
            {
                "id": "JAN342705-1",
                "title": "ESPD",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN342705&idx=1",
                "datePublished": "2019-01-22T14:18:14Z",
                "dateModified": "2019-01-22T14:18:14Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JAN342705-2",
                "title": "P19-0091 Invitation to Tender",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN342705&idx=2",
                "datePublished": "2019-01-22T14:18:14Z",
                "dateModified": "2019-01-22T14:18:14Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "MAY353148",
                "documentType": "awardNotice",
                "title": "SMART Financial Due Diligence Framework",
                "description": "This is a CONTRACT AWARD NOTICE, please do not respond. Scottish Enterprise has awarded a framework agreement for the provision of financial appraisal services for SE's SMART: Scotland programme. This framework will be for a period of three years commencing on 1st May 2019. After this time, SE will have the option to extend the framework for a further 12 month period.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY353148",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The majority of the work will be carried out on SMART Feasibility applications. There is scope for projects out with the SMART: SCOTLAND product to be appraised under this framework should they be required. The appraisal of SMART applications is expected to take no more than 7 hours each. Reports must be completed and returned to SMART: SCOTLAND team within 3 weeks of receipt of the application. The review process is not a prescribed process but it is designed to assess whether the project is deliverable (the company has sufficient funds to support the project and exhibit viability and sustainability) and there is the best chance the economic benefit can be generated by the investment (additionality).",
                "status": "complete",
                "value": {
                    "amount": 150000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The initial duration of the framework is 36 months with Scottish Enterprise having the option to extend for a further 12 month period to a maximum of 18 months as stated above."
                }
            }
        ],
        "bidOpening": {
            "date": "2019-02-18T11:00:00Z"
        },
        "communication": {
            "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "ESPD Question 4D.1 refers - question provided at Section VI.3 of the notice under Additional Information."
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "ESPD Question 4B.5.1: Please confirm below whether you already have or can commit to obtain, prior to the commencement of the contract, appropriate levels of insurance for this contract. Bidders that do not already have, or cannot commit to obtain insurances may be excluded from further participation in this procurement exercise. - Employer's (Compulsory) Liability Insurance - 5 million GBP - Professional Indemnity Insurance Bidders must state the value of insurance they think is appropriate for the contract."
                },
                {
                    "type": "technical",
                    "description": "ESPD Question 4C.1.2: Bidders will be required to provide two examples that demonstrate that they have the relevant experience to deliver the services as described in part II.2.4 of the OJEU Contract Notice or the relevant section of the Site Notice. Bidders should detail their experience within the last 3 years, in relation to delivering financial due diligence, specifically with a focus on economic development and state aid (as detailed in the ITT), to SME's at all stages of growth and across all sectors. Bidders are asked to provide two examples detailing such experience and the outputs and outcomes delivered. These will be evaluated on a PASS/FAIL basis. Pass equals providing 2 examples detailing relevant experience to deliver the service. Fail equals failure to provide 2 examples detailing relevant experience to deliver the service. Bidders may submit examples in a separate document to allow room to provide details of the service provided."
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "maximumParticipants": 1
            }
        },
        "classification": {
            "id": "66171000",
            "scheme": "CPV"
        },
        "reviewDetails": "In the first instance, contact the Senior Director of Facilities Management and Procurement at Scottish Enterprise with any concerns or enquiries.",
        "hasRecurrence": false
    },
    "language": "EN",
    "description": "Dates and other information contained in this notice are communicated as being indicative only and may be subject to change. The contracting authority does not bind itself to accept the lowest or any offer. The contracting authority reserves the right to accept part of one or more offers. The contracting authority will not be liable for any costs incurred by those expressing an interest in or tendering for this contract. Compliance with all relevant legislation is required during the tendering process and the terms of any resulting contract. Any contract awarded will be subject to the law of Scotland. The contracting authority reserves the right to source the services through existing framework agreements. The contracting authority reserves the right to assign all or part of any contracts resulting from the process. (SC Ref:582611)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000570682"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000570682"
        }
    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "P19-0091",
            "suppliers": [
                {
                    "id": "org-322",
                    "name": "PKF-FPM Accountants Limited"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "P19-0091",
            "awardID": "P19-0091",
            "status": "active",
            "value": {
                "amount": 150000,
                "currency": "GBP"
            },
            "dateSigned": "2019-04-05T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "601",
                "measure": "bids",
                "value": 7,
                "relatedLot": "1"
            },
            {
                "id": "602",
                "measure": "smeBids",
                "value": 5,
                "relatedLot": "1"
            },
            {
                "id": "603",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "604",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "605",
                "measure": "electronicBids",
                "value": 7,
                "relatedLot": "1"
            }
        ]
    }
}