A9 Dualling Programme: Commercial and Financial Advisory Services

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                "description": "Transport Scotland requires commercial and financial adviser to provide advice and input throughout the development and delivery of the A9 Dualling Programme including commercial and financial advice: on the development, appraisal and execution of suitable financing and procurement strategies; on the policies and options for the procurement of the A9 Dualling Programme; and, on the governance, change control and reporting on the construction phase of the Programme. Further information on Transport Scotland can be accessed through our website at: www.transport.gov.scot",
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                "description": "In December 2011, the Scottish Government published its Infrastructure and Investment Plan (IIP) which includes a commitment that the A9 between Perth and Inverness will be dualled. The A9 Dualling Programme involves the upgrade of approximately 80 miles of the existing A9 single carriageway to a Category 7A all-purpose dual carriageway between Perth and Inverness, predominantly through online widening. There are currently 9 remaining sections to be procured and delivered. Transport Scotland on behalf of the Scottish Ministers wish to appoint suitably experienced commercial and financial advisers (the Service Provider) to provide advice and input throughout the development and delivery of the A9 Dualling Programme. It is intended that these services shall be for a period of approximately 96 months up to and beyond completion of the A9 Dualling. The Service Provider shall work with the Transport Scotland A9 Dualling Programme Delivery Team, their technical advisors/agents, their legal advisors, and other external advisers appointed by Transport Scotland, to contribute to the efficient and effective delivery of the programme. The Service Provider shall provide professional advice and support to Transport Scotland in relation to the following, including but not limited to: (i) Developing and implementing suitable procurement, commercial and programme delivery strategies; (ii) Adopting the A9 Dualling Programme Outline Business Case (OBC) and developing the Full Business Case and taking through procurement to conclusion of contracts; (iii) Coordinating, and contributing to, the commercial and financial aspects of the Scottish Government Independent Assurance reviews at appropriate stages throughout the procurement; (iv) Programme governance and administration; (v) Undertaking financial modelling and providing advice on funding options; (vi) Undertaking market analysis and testing; (vii) Estimating and benchmarking programme costs; (viii) Demonstrating affordability and value for money; (ix) Development of the payment mechanism; (x) Develop and advise on accounting treatments, including taxation, insurance, (xi) Preparing procurement documentation, including bulletins; (xii) Preparing contract documentation; (xiii) Dialogue with Participants and Tenderers; (xiv) Evaluation of Participants and Tenderers proposals; (xv) Cost control and programme management; (xvi) Performance measurement and reporting; (xvii) Risk, opportunity and benefit management and reporting; (xviii) Change control; and, (xix) other commercial and financial matters. The Service Provider may be required to attend offices, construction sites or other locations inside and outside the UK, however, in general meetings relating to the procurement of the Works will occur at the offices of Transport Scotland in Buchanan House, Glasgow.",
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                    "minimum": "Economic operators shall be required to satisfy minimum standards of economic and financial standing. These are described below: Evaluation Criteria Ratios (Question Ref. 4B6) The following nine evaluation criteria shall be scored, for each year for the last two years of trading, or for the period which is available if trading for less than two years: 1. Acid Test Ratio 2. Cash Interest Cover Ratio 3. Return on Capital Employed 4. Operating Profit Ratio 5. Net Worth 6. Gearing 7. Annual Contract Value to Turnover 8. Filed Accounts 9. Audit Report The scoring mechanism can be downloaded via the Additional Documents, located within the Additional Notice Options of the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk). For the purpose of calculating the Annual Contract Value to Turnover ratio the estimated value in II.2.6 of this Contract Notice shall be adopted. Similarly, the duration of the Services Agreement shall be 8 years. This equates to an estimated value of 975000GBP per annum. The nine evaluation criteria will be individually scored and given a total aggregated score, out of a possible 50 marks, for each year of trading. Subsequently, each year's score will be weighted, with the most recent (\"Year 1\") weighted at 2/3rds and the previous (\"Year 2\") weighted at 1/3rd, and then aggregated to form an overall score for the two years out of 50 marks. If the economic operator is trading for less than 2 years, their financial ratios for the most recent full year of trading will be weighted at 2/3rds scored out of the total 50 marks. If the economic operator is trading for less than 1 year the information provided under III.1.2) b), will be prorated up to 1 year to calculate financial ratios for the full year and this will be weighted at 2/3rds and scored out of the total 50 marks. A submission shall be marked as a FAIL and will not be considered further if the score achieved by an economic operator (either a single economic operator or a group of economic operators) is less than 25 marks, out of the potential total aggregated score of 50 marks. A submission shall be marked as a FAIL and will not be considered further if the economic operator is unable to provide appropriate information to enable the calculation of the financial ratios. Where the submission has been submitted by a group of economic operators, the information submitted by each group member will be evaluated in the proportion of the percentage shareholdings or percentage equity/interest of each group member and a score determined for such group of economic operators on that basis. A \"group of economic operators\" is defined as an unincorporated consortium or joint venture. Insurance (Question Ref. 4B5) In response to Question Ref. 4B5a and 4B5b Economic Operators must confirm they already have or can commit to obtain, prior to the commencement, the following levels of insurance: Employer's (Compulsory) Liability Insurance = 10 million GBP Professional Indemnity Insurance = 10 million GBP In responding to Question Ref 4B5a and 4B5b, where the Economic Operator responds \"No, and I cannot commit to obtain it\" they shall be marked as FAIL and shall be excluded from this procurement competition."
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                    "minimum": "Statement (a) - Within the last 3 years, have you provided commercial and financial advice on the development of a robust delivery model including financing options analysis, construction and maintenance strategy and analysis of tenders on a major complex transport infrastructure programme, with a construction cost of at least 250 million GBP in 2019 prices exclusive of VAT? If yes, please provide details. Statement (b) - Provide information on no more than 4 'reference projects' which reflect your experience in providing commercial and financial advice on major complex transport infrastructure programmes predominantly carried out within the last 5 years detailing your role and the scope of services performed. Statement (c) - Financial Proficiency (weighting 30%) - From your reference projects provide details which demonstrate your capability in benchmarking the capital cost of major complex infrastructure programmes and providing advice on funding and payment mechanism options. Responses should detail what the benefits and outcomes were to the project in terms of time and/or cost. (max. 1200 words) Statement (d) - Governance (weighting 30%) - From your reference projects provide details which demonstrate your capability in establishing and managing commercial outcomes on major complex infrastructure programmes: including reporting, risk management, financial and programme control. Responses should detail what the benefits and outcomes were to the project in terms of time and/or cost. (max. 1200 words) Statement (e) - Procurement Proficiency (weighting 30%) - From your reference projects provide details which demonstrate how you have provided procurement advice on successful procurement competitions for major complex infrastructure programmes. Responses should include, evidence of developing procurement documentation and of assisting with the evaluation of tender submissions. Responses should detail what value you added to the procurement process and what the benefits and outcomes to the project were. (max 1200 words) Statement (f) - Fair work and equality practices (weighting 10%) - Provide details of your commitment to fair working practices in line with the principles \"Fair Work First\" as set out in the Scottish Government's Fair Work Action Plan. Responses should include: evidence of a fair and equal pay; evidence of your commitment to promoting equalities; and details of employee training initiatives (i.e. skill development, professional training programmes, apprenticeships) etc. (max 800 words) Statement (g) - It is a requirement of the contract that the staff employed under the Service Agreement shall have minimum levels of experience, education and professional qualifications. Economic Operators should provide no more than 6 CVs (Maximum length 2 single sides of A4 for each CV) to demonstrate staff with the requisite capability to deliver the Service. The minimum educational and professional qualifications include: Professional staff - chartered status (or equivalent) of a relevant professional organisation; Graduate staff - Degree (or equivalent) in a relevant subject from a relevant degree-awarding body; and Technical Staff - Appropriately qualified to contribute to the provision of services. Statement (h) - Quality Management System. This may be European Foundation Quality Model (EFQM) or equivalent; BS EN ISO 9001:2015 (Quality Management Systems); other accredited management system; or own non-accredited management system. Statement (i) - Health and Safety Management System. This may be BS OHSAS 18001:2007 (Occupational Health and Safety Management Systems) and associated standards; other accredited management system; or own non-accredited management system. Statement (j) - Environmental Management System. This may be BS EN ISO 14001:2015 (Environmental Management Systems); other accredited management systems; or own non-accredited management system."
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