Award

Research Appraisal Evaluation and Delivery Framework - Lot 3 Research

HIGHLANDS AND ISLANDS ENTERPRISE

This public procurement record has 2 releases in its history.

Award

05 Oct 2022 at 00:00

Tender

24 Mar 2022 at 00:00

Summary of the contracting process

The Highlands and Islands Enterprise, in partnership with South of Scotland Enterprise Agency, recently completed a procurement process for a research services contract. The contract, titled "Research Appraisal Evaluation and Delivery Framework - Lot 3 Research," aims to offer efficient and cost-effective research services to support project assessment, development, and policy formulation across public agencies. The framework, initiated by the Highlands and Islands Enterprise, commenced on 26th September 2022 and will run for an initial 3-year period until 25th September 2025, with a possible extension up to 25th September 2026. Businesses interested in providing varied research services to influence strategy and policy development can explore this opportunity.

This tender presents a significant opportunity for businesses, especially those involved in research services, to engage with public agencies like Highlands and Islands Enterprise and South of Scotland Enterprise Agency. The procurement method for this tender was an open procedure, offering businesses a transparent chance to compete for this research services contract. The contract value is estimated at GBP 3.2 million over a maximum of 4 years. Interested businesses should take note of the key dates, including the tender period end date of 6th May 2022 and the bid opening date of 6th May 2022. Understanding the detailed scope and requirements outlined in the framework will be essential for companies aiming to deliver impactful research services to support the government agencies' objectives.

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Notice Title

Research Appraisal Evaluation and Delivery Framework - Lot 3 Research

Notice Description

THIS IS A CONTRACT AWARD NOTICE AND AS SUCH THE PROCUREMENT PROCESS IS COMPLETE. The Research, Appraisal, Evaluation and Delivery (RAED) Frameworks were procured in 3 Lots: Lot 1 Strategic and Operational Planning/Delivery Support Lot 2 Appraisal and Evaluation Lot 3 Research These Frameworks offer HIE staff an efficient, cost-effective, and streamlined approach for procuring external support and expertise to assist in the assessment and delivery of projects, to provide development support, and to provide robust and impartial research and evaluation evidence to support resource allocation and policy development. This Contact Notice is for Lot 3 which relates to the delivery of research services for HIE and SOSE. For both agencies research requirements will be extremely varied, aimed primarily, but not exclusively, at influencing or informing strategy and policy development within the agencies and across the wider public sector. See Scope of Requirements for full details. The Frameworks commenced on 26th September 2022 and will be for an initial 3 year period to 25th September 2025, unless terminated in accordance with the provisions of the Framework. HIE have the option to extend for a period or periods together not exceeding 1 year following the Initial Term with the 4 year expiry date being 25th September 2026.

Lot Information

Lot 1

Commissions for this Lot will typically involve a mix of primary (both quantitative and qualitative), secondary and tertiary research. The nature of individual assignments will be tailored to reflect the purpose of each research commission and will include, but not be limited to socio-economic research, panel research, sectoral research, scenario planning, customer research and economic intelligence. Studies may include some element of partnership working and may be sub-regional, regional, national or international in coverage. Target audiences will include businesses, social enterprises, community groups, community residents and public sector partners. The budget currently available for the initial 3 year period is GBP 2 400 000 (excluding VAT). This Framework will be available for call-off by HIE and SOSE as well as any other Contracting Authority wholly or partly under the control of, or funded by HIE or SOSE, at any point during the term of this Framework (subject to case-by-case approval by HIE). Other organisations entitled to benefit from the framework will enter into a direct framework agreement with the successful suppliers on the same terms and conditions as those applying between HIE and the suppliers. The Framework will be non-exclusive i.e., HIE and SOSE reserve the right, in certain circumstances, to procure outwith the Framework, as and when required.. 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.

Options: HIE reserves the right, on giving reasonable written notice from time to time, to require changes to the Services (whether by way of the removal of Services, the addition of new Services, or increasing or decreasing the Services or specifying the order in which the Services are to be performed or the locations where the Services are to be provided). HIE shall not require any such change other than where it is permitted by Regulation 72 of the Public Contracts (Scotland) Regulations 2015. In accordance with Regulation 72(1)(a) of the Public Contracts (Scotland) Regulations 2015, HIE reserves the right to make changes to the volume, scope or location of the Services to be supplied under the Framework following a review of the Services by HIE, particularly with regard to demand and budgetary availability or where HIE's strategic focus changes as a result of changes in Scottish Government policy or as a result of a direction given by the Scottish Government. Where HIE determines (at our sole discretion) that demand under one or more Lots is lower than expected, HIE reserves the right to re-allocate the budget for that Lot to one or more of the other Lots, subject to the maximum total budget of GBP 3 560 000.

Renewal: It is expected that these services will be required from September 2022 and will be awarded for an initial period of 3 years, with HIE having the option to extend for a period or periods together not exceeding 1 year following the Initial Term.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000687398
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT460826
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

73 - Research and development services and related consultancy services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

73110000 - Research services

73210000 - Research consultancy services

79300000 - Market and economic research; polling and statistics

79310000 - Market research services

79311000 - Survey services

79311100 - Survey design services

79311200 - Survey conduction services

79311210 - Telephone survey services

79311300 - Survey analysis services

79311400 - Economic research services

79315000 - Social research services

79330000 - Statistical services

79342310 - Customer survey services

79342311 - Customer satisfaction survey

Notice Value(s)

Tender Value
£3,200,000 £1M-£10M
Lots Value
£3,200,000 £1M-£10M
Awards Value
Not specified
Contracts Value
£3,200,000 £1M-£10M

Notice Dates

Publication Date
5 Oct 20223 years ago
Submission Deadline
6 May 2022Expired
Future Notice Date
Not specified
Award Date
29 Sep 20223 years ago
Contract Period
Not specified - Not specified
Recurrence
HIE reserves the right to re-tender for these services upon termination of the contract or at the end of the contract period, including any extension period.

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
HIGHLANDS AND ISLANDS ENTERPRISE
Additional Buyers

SOUTH OF SCOTLAND ENTERPRISE AGENCY

Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
INVERNESS
Postcode
IV2 5NA
Post Town
Inverness
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM92 Dumfries and Galloway
Delivery Location
TLM6 Highlands and Islands

Local Authority
Dumfries and Galloway
Electoral Ward
Nith
Westminster Constituency
Dumfries and Galloway

Supplier Information

Number of Suppliers
5
Supplier Names

EKOS

EKOS CONSULTING (UK) LIMITED T/A EKOSGEN

IPSOS (MARKET RESEARCH

RSM UK CONSULTING

THE DIFFLEY PARTNERSHIP

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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                "description": "THIS IS A CONTRACT AWARD NOTICE AND AS SUCH THE PROCUREMENT PROCESS IS COMPLETE. The Research, Appraisal, Evaluation and Delivery (RAED) Frameworks were procured in 3 Lots: Lot 1 Strategic and Operational Planning/Delivery Support Lot 2 Appraisal and Evaluation Lot 3 Research These Frameworks offer HIE staff an efficient, cost-effective, and streamlined approach for procuring external support and expertise to assist in the assessment and delivery of projects, to provide development support, and to provide robust and impartial research and evaluation evidence to support resource allocation and policy development. This Contact Notice is for Lot 3 which relates to the delivery of research services for HIE and SOSE. For both agencies research requirements will be extremely varied, aimed primarily, but not exclusively, at influencing or informing strategy and policy development within the agencies and across the wider public sector. See Scope of Requirements for full details. The Frameworks commenced on 26th September 2022 and will be for an initial 3 year period to 25th September 2025, unless terminated in accordance with the provisions of the Framework. HIE have the option to extend for a period or periods together not exceeding 1 year following the Initial Term with the 4 year expiry date being 25th September 2026.",
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                "description": "Commissions for this Lot will typically involve a mix of primary (both quantitative and qualitative), secondary and tertiary research. The nature of individual assignments will be tailored to reflect the purpose of each research commission and will include, but not be limited to socio-economic research, panel research, sectoral research, scenario planning, customer research and economic intelligence. Studies may include some element of partnership working and may be sub-regional, regional, national or international in coverage. Target audiences will include businesses, social enterprises, community groups, community residents and public sector partners. The budget currently available for the initial 3 year period is GBP 2 400 000 (excluding VAT). This Framework will be available for call-off by HIE and SOSE as well as any other Contracting Authority wholly or partly under the control of, or funded by HIE or SOSE, at any point during the term of this Framework (subject to case-by-case approval by HIE). Other organisations entitled to benefit from the framework will enter into a direct framework agreement with the successful suppliers on the same terms and conditions as those applying between HIE and the suppliers. The Framework will be non-exclusive i.e., HIE and SOSE reserve the right, in certain circumstances, to procure outwith the Framework, as and when required.. 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.",
                "status": "complete",
                "value": {
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                    "description": "HIE reserves the right, on giving reasonable written notice from time to time, to require changes to the Services (whether by way of the removal of Services, the addition of new Services, or increasing or decreasing the Services or specifying the order in which the Services are to be performed or the locations where the Services are to be provided). HIE shall not require any such change other than where it is permitted by Regulation 72 of the Public Contracts (Scotland) Regulations 2015. In accordance with Regulation 72(1)(a) of the Public Contracts (Scotland) Regulations 2015, HIE reserves the right to make changes to the volume, scope or location of the Services to be supplied under the Framework following a review of the Services by HIE, particularly with regard to demand and budgetary availability or where HIE's strategic focus changes as a result of changes in Scottish Government policy or as a result of a direction given by the Scottish Government. Where HIE determines (at our sole discretion) that demand under one or more Lots is lower than expected, HIE reserves the right to re-allocate the budget for that Lot to one or more of the other Lots, subject to the maximum total budget of GBP 3 560 000."
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                    "description": "It is expected that these services will be required from September 2022 and will be awarded for an initial period of 3 years, with HIE having the option to extend for a period or periods together not exceeding 1 year following the Initial Term."
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        ],
        "bidOpening": {
            "date": "2022-05-06T12:00:00Z"
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        "contractTerms": {
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            "performanceTerms": "The Framework will include Key Performance Indicators (KPI's) which can be found within the Tender documentation."
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        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
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        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "minimum": "Minimum level(s) of standards required: 4B.5 It is a requirement of this Framework that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded Framework, the types and levels of insurance indicated below: Professional Risk Indemnity Insurance = GBP 1M for each and every claim Employer's (Compulsory) Liability Insurance = GBP 5M for each and every claim - see http://www.hse.gov.uk/pubns/hse40.pdf for more information Public Liability Insurance = GBP 1M for each and every claim 4B.6 (not scored) HIE as a public body must comply with HMRC IR35 provisions. Therefore, where you are bidding as a personal service company (PSC) or will be using a personal service company to provide services under the Framework please identify these PSC (s) in your response to 4B.6."
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                    "type": "technical",
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        "reviewDetails": "An economic operator that suffers, or is at risk of suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015 or the Procurement Reform (Scotland) Act 2014 , may bring proceedings in the Sheriff Court or the Court of Session.",
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                    "id": "org-388",
                    "name": "Ipsos (Market Research) Limited"
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                    "name": "Ekos Consulting (UK) Limited t/a ekosgen"
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