---
title: "Succession Expert Support Framework"
ocid: "ocds-r6ebe6-0000515394"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000515394"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000515394.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000515394.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH ENTERPRISE"
published: "2018-04-04"
---

# Succession Expert Support Framework

Buyer: SCOTTISH ENTERPRISE  
Current stage: Award  
OCID: ocds-r6ebe6-0000515394

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000515394)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000515394.json)

## Summary

The Succession Expert Support Framework tender is being conducted by Scottish Enterprise, a regional economic development agency based in Glasgow, Scotland. The tender is currently at the Award stage, having completed its competitive process after the submission deadline on 14 December 2017. This programme is designed to provide vital support for Scottish business owners looking to exit their businesses, covering the entire country including the Highlands and Islands. The framework, valued at £560,000, is structured for a period of three years starting from April 2018, with the possibility of a further extension of 12 months.

This procurement presents significant opportunities for businesses specialising in consultancy services aimed at ownership succession, such as financial advisors, business consultants, and legal firms with expertise in succession planning. Companies able to demonstrate relevant experience and capacity to deliver expert support across Scotland will be well-positioned to compete for this framework. With its focus on providing tailored support to business owners, firms that can showcase strategic assistance through ownership succession reviews and feasibility studies will be particularly attractive to the contracting authority.

## Notice

SE is conducting an Open tender process seeking to establish a framework of, it is anticipated, between 3 and 5 suppliers to provide up to 3 days expert support in the delivery of the Succession Expert Support (SES) product. The product addresses an important gap in the provision of specialist support to Scottish based business owners who wish to exit the business and are (or should be) actively considering options to transfer ownership to others by providing information with all forms of ownership succession. SES will be delivered across all of Scotland, including Highlands and Islands, making this a national programme available to all companies, so capacity to deliver is essential. The Framework will be for a period of 3 years with an anticipated start date of April 2018, and will have the option to extend by a further 12 months. The estimated value stated below is for the full maximum duration of the framework agreement

### Lot Information

Lot 1

SE is seeking to establish a framework of, it is anticipated, between 3 and 5 suppliers to provide up to 3 days expert support in the delivery of the Succession Expert Support (SES) product. The product addresses an important gap in the provision of specialist support to Scottish based business owners who wish to exit the business and are (or should be) actively considering options to transfer ownership to others by providing information with all forms of ownership succession. Support will be delivered in two stages. Stage one comprising of an Ownership Succession Review (of up to one day duration). Stage two being an Employee Ownership Feasibility Study (of up to two days support)which will only be offered where appropriate. SES will be delivered across all of Scotland, including Highlands and Islands, making this a national programme available to all companies, so capacity to deliver is essential. The Framework will be for a period of 3 years with an anticipated start date of April 2018, and will have the option to extend by a further 12 months. The contract will not be divided into lots as this would make the execution of the contract excessively technically difficult.. 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.

Renewal: The 48 month period includes an option to extend the framework by a further period of 12 months.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR315803 |
| 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 | Not specified |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 4 Apr 2018 |
| Submission deadline | 14 Dec 2017 |
| Future notice date | Not specified |
| Award date | 12 Feb 2018 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £560,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SCOTTISH ENTERPRISE |
| Locality | GLASGOW |
| Post town | Glasgow |
| Postcode | G2 6HQ |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM3 West Central Scotland |
| ITL 3 | TLM32 Glasgow City |
| Local authority | Glasgow City |
| Electoral ward | Anderston/City/Yorkhill |
| Westminster constituency | Glasgow North |
| Delivery location | TLM Scotland |

## CPV Codes

### Divisions

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

### Codes

- 79400000 - Business and management consultancy and related services
- 79411000 - General management consultancy services
- 79411100 - Business development consultancy services
- 79412000 - Financial management consultancy services

## Release History

- 4 Apr 2018 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR315803
- 2 Nov 2017 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV300119

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV300119&idx=5
  30th November 2017 - The attached Supplier Information Sheet replaces the one at page 43/44 of the ITT
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV300119&idx=4
  17th November 2017 - P18-0027 ESPD - updated with OJEU number
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV300119&idx=1
  4th November 2017 - P18-0027 - SES Framework Appendices
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV300119&idx=2
  4th November 2017 - Invitation to tender for the Succession Expert Support Framework
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV300119&idx=3
  4th November 2017 - P18-0027 ESPD
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV300119
  Succession Expert Support Framework - SE is conducting an Open tender process seeking to establish a framework of, it is anticipated, between 3 and 5 suppliers to provide up to 3 days expert support in the delivery of the Succession Expert Support (SES) product. The product addresses an important gap in the provision of specialist support to Scottish based business owners who wish to exit the business and are (or should be) actively considering options to transfer ownership to others by providing information with all forms of ownership succession. SES will be delivered across all of Scotland, including Highlands and Islands, making this a national programme available to all companies, so capacity to deliver is essential. The Framework will be for a period of 3 years with an anticipated start date of April 2018, and will have the option to extend by a further 12 months. The estimated value stated below is for the full maximum duration of the framework agreement
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR315803
  Succession Expert Support Framework - SE is conducting an Open tender process seeking to establish a framework of, it is anticipated, between 3 and 5 suppliers to provide up to 3 days expert support in the delivery of the Succession Expert Support (SES) product. The product addresses an important gap in the provision of specialist support to Scottish based business owners who wish to exit the business and are (or should be) actively considering options to transfer ownership to others by providing information with all forms of ownership succession. SES will be delivered across all of Scotland, including Highlands and Islands, making this a national programme available to all companies, so capacity to deliver is essential. The Framework will be for a period of 3 years with an anticipated start date of April 2018, and will have the option to extend by a further 12 months. The estimated value stated below is for the full maximum duration of the framework agreement

## Notice URLs

- http://
- http://www.publiccontractsscotland.gov.uk
- http://www.scottish-enterprise.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000515394
- https://www.scottish-enterprise.com/help/contact-us

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000515394. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000515394.json.