Development Management, Road Safety and Active Travel Support Services Framework

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        "description": "Transport Scotland on behalf of the Scottish Ministers have identified the need for a framework (the current framework was let in 2019) that will support the Scottish Ministers to fulfil their duties under the Town and Country Planning (Development Management Procedure)(Scotland) Regulations 2013, and their duties in relation to Development Planning and Management under Planning Circulars 6/2013: Development Planning and 3/2013: Development Management Procedures. The Development Management Team provides advice to developers and planning authorities on planning applications and development plan related issues where development may impact on the performance and safety of the Trunk Road network. The main objective to be delivered by the Framework Contractors is audit and advisory support to Transport Scotland on all aspects of the development management processes and to offer more specific support to address road safety objectives as set out in the Scottish Government's Road Safety to 2030 Framework and the Strategic Road Safety Plan. This framework will promote a safe systems approach, by integrating development management and road safety services, and by providing specific advice and support for road safety policy and delivery. The framework is to be expanded from its current scope to support active travel delivery on the Trunk Road Network, and to further support the Scottish Government's Sustainable Transport and Net Zero policy, as well as taking cognizance of the emerging National Planning Framework 4. The proposed framework will be in place for a period of 3 years with the possibility of a 1 year extension period. The Scottish Government's Model Service Framework Agreement will be used to award the Framework, and Call Off Contracts will use the Scottish Government's Conditions of Contract. The Framework's Contractors will be procured in accordance with the Restricted procedure as stated in the Public Contracts (Scotland) Regulations 2015. Transport Scotland will manage the proposed procurement process on behalf of the Scottish Ministers. In the event of the Framework award, the Contract will be entered into between the Scottish Ministers and the successful Contractors.",
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                "description": "Transport Scotland on behalf of the Scottish Ministers have identified the need for a framework (the current framework was let in 2019) that will support the Scottish Ministers to fulfil their duties under the Town and Country Planning (Development Management Procedure)(Scotland) Regulations 2013, and their duties in relation to Development Planning and Management under Planning Circulars 6/2013: Development Planning and 3/2013: Development Management Procedures. The Development Management Team provides advice to developers and planning authorities on planning applications and development plan related issues where development may impact on the performance and safety of the Trunk Road network. The main objective to be delivered by the Framework Contractors is audit and advisory support to Transport Scotland on all aspects of the development management processes and to offer more specific support to address road safety objectives as set out in the Scottish Government's Road Safety to 2030 Framework and the Strategic Road Safety Plan. This framework will promote a safe systems approach, by integrating development management and road safety services, and by providing specific advice and support for road safety policy and delivery. The framework is to be expanded from its current scope to support active travel delivery on the Trunk Road Network, and to further support the Scottish Government's Sustainable Transport and Net Zero policy, as well as taking cognizance of the emerging National Planning Framework 4. The proposed framework will be in place for a period of 3 years with the possibility of a 1 year extension period. The Scottish Government's Model Service Framework Agreement will be used to award the Framework, and Call Off Contracts will use the Scottish Government's Conditions of Contract. The Framework's Contractors will be procured in accordance with the Restricted procedure as stated in the Public Contracts (Scotland) Regulations 2015. Transport Scotland will manage the proposed procurement process on behalf of the Scottish Ministers. In the event of the Framework award, the Contract will be entered into between the Scottish Ministers and the successful Contractors.",
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                "id": "1",
                "title": "Development Management - Planning Applications Advice and Auditing Support Services",
                "description": "The scope of services for Lot 1 will include but is not limited to: - Auditing and reporting of Transport Assessments, Development Appraisals, STAG appraisals, DPMTAG submissions, Environmental Impact Assessments, Travel Plans etc for Planning Applications, and Pre-Planning Enquiries - Provision of a dedicated in-house team to deal with Planning Applications (currently approx 1000pa) - Provision of dedicated Project/ Quality Managers who will be responsible for overseeing the delivery and quality of service as well as performance management of the wider commission supplier team. - Provision of Development Planning support as required to assist development management - Conduct and audit Area Transport Studies - Preparation of material and attending Public Inquiries etc as an expert witness - Attendance at and preparation for Progress Meetings - Attendance at and preparation for Commission Supplier meetings - Manage and deliver an improved customer experience including provision of a Customer Engagement Officer, undertaking annual customer feedback and surveys - Actively promote succession planning through the term of the commission - Prepare material and present training seminars and talks - Comment on, evaluate and undertake Safety Audits - Provide specialised Development Management, Road Safety and Active Travel support as required in addition to these specific requirements. The intention of this competition is to procure three suitably experienced Contractors. It is intended that on this lot, three contractors will be appointed (lead, first standby and second standby) for situations when contractors have a conflict of interest as regards the particular service required, or another matters arise at the discretion of the Contracting Authority. The contractor will be procured through a competitive tender procedure, in accordance with the restricted procedure as stated in the Public Contracts (Scotland) Regulations 2015. This is a two stage procedure, comprising a prequalification stage and a tender stage. Section II.2.9 of this Contract Notice describes the criteria for choosing the limited number of candidates. In order to be considered for the prequalification stage, economic operators are required to complete and submit a SPD, which can be downloaded via the Public Contracts Scotland site. It is anticipated that a total of 5 economic operators will be invited to tender stage.",
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                "title": "Development Management, Road Safety and Active Travel - Support Services",
                "description": "Requirement: The scope of works will include, but not be limited to: - Provision of advice and support to the Trunk Road Casualty Reduction and Trunk Road Casualty Reduction Team/ Active Travel Delivery Team as required to support the delivery of the Scottish Government's Road Safety Framework to 2030, Transport Scotland's Strategic Road Safety Plan and wider Road Safety Policies - Provision of advice and support to the Development Management Team as required to assist and improve the delivery of the Development Management process and to promote innovation and best practice - Provision of advice and support to the Strategic Road Safety team to plan and deliver active travel measures on the Trunk Road Network - Conduct and audit area based Transport Studies where these are in support of Development Management, Road Safety and Active Travel outcomes - The auditing and reporting on submitted Transport Assessments and Environmental Impact Assessments relating to Section 36 applications - Preparation of specialist material and attending formal meetings as required, such as expert witness in Scottish Parliament Public Inquiries, in support of Development Management and Road Safety Services - Comment on, evaluate and undertake Road Safety Audits - Secondment to support the scope of works above. The intention of this competition is to procure five suitably experienced contractors. Five contractors allows Transport Scotland to select contractors based on availability of the most technical skills and ability. In addition, this arrangement provides flexibility to cover situations where potential conflicts of interest or capacity issues may occur. The services will be called off from the Framework Agreement on the basis of technical ability and capacity on a round robin, direct award, approach. In addition, the Employer will have the option to run mini-competitions irrespective of value. The contractor will be procured through a competitive tender procedure, in accordance with the restricted procedure as stated in the Public Contracts (Scotland) Regulations 2015. This is a two stage procedure, comprising a prequalification stage and a tender stage. Section II.2.9 of this Contract Notice describes the criteria for choosing the limited number of candidates. In order to be considered for the prequalification stage, economic operators are required to complete and submit a SPD, which can be downloaded via the Public Contracts Scotland site. It is anticipated that a total of 8 economic operators will be invited to tender stage.",
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                    "description": "Economic Operators must be enrolled in the relevant professional or trade registers kept in the Member state of its establishment (as described in Schedule 5 of the Public Contracts (Scotland) Regulations 2015) (i.e. registered under Companies House). Economic operators should provide details under Question Ref. 4A.1.a. Management Systems Under SPD Question Ref 4D.1 and 4D.2, economic operators shall be required to demonstrate that they have in place appropriate quality, environmental and health and safety management systems. Quality Management System. This may be European Foundation Quality Model (EFQM) or equivalent; BS EN ISO9001 (Quality Management Systems); other accredited management system or own non accredited management system. Health & Safety Management System. This may be ISO 45001 (Occupational Health and Safety Management Systems) and associated standards; other accredited management system or own non-accredited management system. Environmental Management System. This may be ISO 14001 (Environmental Management Systems); other accredited management systems or own non-accredited management system. Economic operators should specify their recognised accredited system or own non accredited system, which shall ultimately be adopted under the Framework Agreement. Economic operators who are unable to demonstrate that they have in place an appropriate quality, environmental and health and safety management system shall be assessed as a FAIL and shall be excluded from this procurement competition."
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                    "description": "Economic Operators shall be required to satisfy minimum standards of economic and financial standing. To determine these standards, Economic Operators shall: (a) in response to SPD, Question Ref. 4B.1.1 provide the specified annual turnover for the last two years of trading, or for the period which is available if trading for less than two years; (b) in response to SPD, Question Ref. 4B.6 provide the name, value and/or range of NINE financial criteria for the last two years of trading, or for the period which is available if trading for less than two years; and (c) in response to SPD, Question Ref. 4B.5.1a, 4B.5.1b and 4B.5.2 confirm they already have or can commit to obtain, prior to commencement of the contract the required levels of insurance. In addition to the information requested under (a) and (b), economic operators are required to provide a link / copies of the associated annual accounts as filed at Companies House (or equivalent if not a UK registered company) for the last two years of trading, or for the period which is available if less than two years. This information has been requested to enable Transport Scotland to perform their own assessment and confirm the financial ratios submitted. Ultimately, ensuring the correct score is allocated, and to ensure no misinterpretation. Where there exist differences in ratios, between those provided and those calculated by Transport Scotland, clarification will be sought.",
                    "minimum": "Economic operators shall be required to satisfy minimum standards of economic and financial standing. These are described below: Evaluation Criteria Ratios (Question Ref. 4B.6) The financial information received under SPD, Question Ref. 4B.6 shall be evaluated and scored out of 50 by allocating a score against nine individual economic and financial standing evaluation criteria, namely: 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 individual scores shall be weighted , with the most recent (\"Year 1\") financial statements weighted at 67% and the previous (\"Year 2\") statements being weighted at 33%, to form an aggregated score for each of the nine criteria over the two years. The maximum cumulative score resulting from the summation of the nine economic and financial standing aggregated scores shall be 50 marks. A submission shall be marked as a FAIL and will not be considered further if the score achieved by a Single Economic Operator or a Group of Economic Operators is less than 50 percent of the available marks. The scoring mechanism can be downloaded via the Public Contracts Scotland portal www.publiccontractsscotland.gov.uk. 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. Insurance (Question Ref. 4B.5.1a, 4B.5.1b and 4B.5.2) In response to Question Ref. 4B.5.1a and 4B.5.2 economic operators must confirm they already have or can commit to obtain, prior to the commencement the following levels of insurance: Public Liability Insurance = 10,000,000 GBP Professional Indemnity Insurance = 10,000,000 GBP And, in response to Question Ref. 4B.5.1b economic operators must confirm they already have or can commit to obtain any other insurance, including Employers Liability, required by the Contract or by the appropriate legislation, with a sum insured / limit of indemnity to satisfy the Contract or legal requirements. In responding to Question Ref. 4B.5.1a, 4B.5.1b and 4B.5.2 of the SPD, where the bidder ticks the box \"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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                    "description": "Under SPD, Question Ref. 4C.7 economic operators shall be required to provide details of the environmental management measures which they will be able to use when performing the contract. Under 4C.1.2, economic operators will be required to insert suitable references to Statements (a) to (f) set out below, demonstrating that they have the required minimum standards of eligibility and technical and professional ability. Answers to these statements shall be provided by single economic operators and by groups of economic operators (group members should not respond individually). Statement (a) is not scored but is required to be completed. The responses to Statements (b), (c) and (d) shall be assessed on the basis of a score, using the scoring mechanism table supplied in the supporting documents section. Economic Operators are also required to complete the \"Priority Contract\" Climate Change Plan Template which can be found in the additional documents section of the Contract Notice. Under SPD, Question Ref. 4C.1.1/ 4C1.2 economic operators shall be required to insert suitable responses to Statements (e), (f), and (g) demonstrating that they have in place an appropriate quality, environmental and health and safety management systems. Economic Operators should specify their recognised accredited system or own non-accredited system, which will ultimately be adopted if awarded the contract. Subsequently, under SPD, Question Ref. 4D.1 & 4D.2 economic operators are required to confirm their compliance and be able to provide the appropriate certification. The responses to Statements (e), (f), (g) and (h) shall each be assessed on the basis of PASS or FAIL. Economic operators who obtain a FAIL in any of their responses shall not be considered further in this procurement competition.",
                    "minimum": "Questions/requirements in relation to SPD Question Ref. 4C.2, 4C.6.1, 4C.7, 4D1 and 4D2 for each individual lot can be found in the the Supplementary Information Document, which can be accessed via the Public Contracts Scotland portal www.publiccontractsscotland.gov.uk."
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    "description": "Transport Scotland will conduct the proposed procurement process for the Framework Agreement on behalf of the Scottish Ministers. In the event of the conclusion of the Contract, it is the intention that the Contract will be entered into between the Scottish Ministers and the most economically advantageous tenderers. The Framework Agreement will operate in accordance with the Scottish Government's Model Services Framework Agreement, and the Contract Terms and Conditions will be based on the Scottish Government's Conditions of Contract. Each economic operator shall be invited to submit a Tender on the same contract terms. To be considered for this procurement competition, economic operators should complete a SPD through the Public Contract Scotland portal and submit the completed SPD by no later than 12 noon BST on 4 April 2023. The Scottish Ministers shall not evaluate any SPD submission received past the specified deadline, unless the delay is caused by a situation outwith the control of the economic operator, the determination of which shall be at the sole discretion of the Scottish Ministers. Compliance in achieving the specified deadline is the sole responsibility of the economic operator. Economic operator 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. Economic operators who alter their composition after making a submission or whose position has materially changed will be the subject of re-evaluation. Transport Scotland reserves the right, at any point, to request current and up-to-date information to enable re-evaluation of any economic operator. As set out in accordance with section II.2.9 above, an economic operator who no longer has the requisite: technical or professional ability; educational and professional qualifications; or economic and financial standing, as required under the Contract Notice shall be excluded from this procurement competition. Any request by economic operators for clarification of any part of the documentation shall be made using the Question and Answer feature on the Public Contracts Scotland portal. If the query is commercially sensitive, then it should be made to the following email address: Denise.Angus@transport.gov.scot Please refer to the Supplementary Additional Information Document for full additional information. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=719374. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://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. The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason: Sub contractor involvement if required will be minimal Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: Training provided to support the required work. Use of SMES to deliver work on the framework. (SC Ref:719374) Download the copy of the online SPD document here (to be completed online through postbox submission): https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=719374",
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