---
title: "Consultancy to provide Strategic Investment Model (SIM) Management Services"
ocid: "ocds-r6ebe6-0000720220"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000720220"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000720220.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000720220.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "CROWN ESTATE SCOTLAND"
published: "2023-05-05"
---

# Consultancy to provide Strategic Investment Model (SIM) Management Services

Buyer: CROWN ESTATE SCOTLAND  
Current stage: Award  
OCID: ocds-r6ebe6-0000720220

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## Summary

The Crown Estate Scotland, based in Edinburgh, has recently awarded a consultancy contract for Strategic Investment Model (SIM) Management Services. The contract involves providing a range of management services to the SIM for an initial 12-month period, with the possibility of extension based on performance. The procurement process was conducted as an open procedure, and Ove Arup and Partners Ltd was awarded the contract. The consultancy services aim to present investment opportunities on strategic projects for consideration, particularly focusing on offshore wind investment in Scotland and beyond.

This tender presents opportunities for businesses, particularly consultancy firms specialising in strategic investment management services. The procurement stage is in the award phase, with a recently signed active contract. The project's main focus is on services for the SIM legal vehicle, with specific deliverables outlined for major projects in port infrastructure and offshore wind investment. With a clear timeline and scope defined, businesses that can exhibit an understanding of the offshore wind market and offer innovative solutions are well-suited to compete for this strategic consultancy opportunity.

## Notice

Crown Estate Scotland, on behalf of SOWEC, is seeking to appoint a consultancy to provide a number of management and other associated services (SIM Management Service Provider) to the SIM for an initial period of 12 months. During the first 6 months, the SIM Management Service Provider will be contracted to Crown Estate Scotland (CES) who is procuring this on behalf of the group pending the new legal entity (SIM legal vehicle) being created. Once the SIM legal vehicle has been established, it is intended that the contract with CES will be novated to the new SIM legal vehicle and will continue for the remainder of its term. If the SIM Management Service Provider has demonstrated sufficient value during this initial contract period, the expectation is that the contract will be extended for a further 12 months. The decision to extend will be solely at the discretion of the SIM legal vehicle or, if such has not yet been established, Crown Estate Scotland

### Lot Information

Lot 1

Management of the SIM is likely to be required longer term and beyond the periods described above. It will be for the SIM legal vehicle or the CFWG at that time to determine the appropriate arrangements for the services required once this appointment has expired. The primary function of the SIM Management Service Provider will be to present investment opportunities on strategic projects for consideration to the CFWG, through the to be established, legal structure of the SIM (Deliverable 1). This will be drawn from information received and requested to enable an initial assessment to be made; and further detail then collated which allows potential investors to make informed decisions about progressing funding opportunities. Governance and reporting is to be established for the SIM, through to the CFWG and SOWEC. The identification of major capital-intensive projects and progressing those identified are the immediate priorities of SIM Stage 1. It is expected that sources of strategic investment will need to be identified and factored into proposals from mid-2023 to maximise the economic value of future offshore wind farms in Scotland and further afield. As CFWG members have been working towards these dates for some time, there are already concepts and proposals in development. The SIM Management Service Provider will be responsible, by Summer 2023, for facilitating the compilation of these proposals, to be agreed by the CFWG. This then represents an initial collective view on the major Scottish port and infrastructure projects which are to be prioritised for strategic offshore wind investment (Deliverable 2). This initial view can evolve and be reactive to additional opportunities or refocus. Supplementary data in support of the initial recommendations will be requested, collated, and presented. The aim shall be, by end 2023, to have a robust and comprehensive definition of initial major projects to be pursued, with investment prospectuses concluded and transitioned to stage 2. (Deliverable 3). For its first year, as noted, the SIM legal vehicle will focus on major port infrastructure projects. However, the intention is to expand SIM activities into other areas such as supply chain, people & skills and innovation. By the end of 2023, the SIM Management Service Provider, with the CFWG, shall have developed a view on what those areas should be together with a comprehensive justification in support of it (Deliverable 4). Bidders are asked to submit proposals setting out their suggested approach for delivering this scope of work in full. Bidders must explain how they would address all other requirements for the delivery of the commission, including any potential legal/regulatory issues. Further information on how to respond to this tender is set out in the ITT.

Options: Options for additional purchases are detailed in the ITT

Renewal: Renewals and extension options are detailed in the ITT

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY477888 |
| Notice type | OJEU - F3 - Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 May 2023 |
| Submission deadline | 14 Mar 2023 |
| Future notice date | Not specified |
| Award date | 17 Apr 2023 |
| Contract period | Not specified |
| Recurrence | Recurrence will be dependant on performance and options to extend which may be exercised |

## Values

| Field | Value |
| --- | --- |
| Tender value | £350,000 |
| Lots value | £350,000 |
| 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 | CROWN ESTATE SCOTLAND |
| Locality | EDINBURGH |
| Post town | Edinburgh |
| Postcode | EH3 9GL |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM1 East Central Scotland |
| ITL 3 | TLM13 City of Edinburgh |
| Local authority | City of Edinburgh |
| Electoral ward | City Centre |
| Westminster constituency | Edinburgh East and Musselburgh |
| Delivery location | TLM Scotland |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | OVE ARUP AND PARTNERS |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 73220000 - Development consultancy services
- 79100000 - Legal services
- 79211000 - Accounting services
- 79421000 - Project-management services other than for construction work

## Release History

- 5 May 2023 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY477888
- 25 Jan 2023 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN469471

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN469471&idx=5
  13th February 2023 - CFWG Terms of Reference requested in clarification question
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN469471&idx=4
  13th February 2023 - Information requested in clarification questions
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN469471&idx=3
  7th February 2023 - A bidder submitted 16 questions via the portal. Answers are in the attachment
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN469471&idx=1
  25th January 2023 - CFWG SIM Summary Presentation
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN469471&idx=2
  25th January 2023 - Invitation To Tender (RFP) Document
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN469471
  Consultancy to provide Strategic Investment Model (SIM) Management Services - Crown Estate Scotland, on behalf of SOWEC, is seeking to appoint a consultancy to provide a number of management and other associated services (SIM Management Service Provider) to the SIM for an initial period of 12 months. During the first 6 months, the SIM Management Service Provider will be contracted to Crown Estate Scotland (CES) who is procuring this on behalf of the group pending the new legal entity (SIM legal vehicle) being created. Once the SIM legal vehicle has been established, it is intended that the contract with CES will be novated to the new SIM legal vehicle and will continue for the remainder of its term. If the SIM Management Service Provider has demonstrated sufficient value during this initial contract period, the expectation is that the contract will be extended for a further 12 months. The decision to extend will be solely at the discretion of the SIM legal vehicle or, if such has not yet been established, Crown Estate Scotland
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY477888
  Consultancy to provide Strategic Investment Model (SIM) Management Services - Crown Estate Scotland, on behalf of SOWEC, is seeking to appoint a consultancy to provide a number of management and other associated services (SIM Management Service Provider) to the SIM for an initial period of 12 months. During the first 6 months, the SIM Management Service Provider will be contracted to Crown Estate Scotland (CES) who is procuring this on behalf of the group pending the new legal entity (SIM legal vehicle) being created. Once the SIM legal vehicle has been established, it is intended that the contract with CES will be novated to the new SIM legal vehicle and will continue for the remainder of its term. If the SIM Management Service Provider has demonstrated sufficient value during this initial contract period, the expectation is that the contract will be extended for a further 12 months. The decision to extend will be solely at the discretion of the SIM legal vehicle or, if such has not yet been established, Crown Estate Scotland

## Notice URLs

- http://
- http://crownestatescotland.com/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000720220
- https://www.publiccontractsscotland.gov.uk/

## 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-r6ebe6-0000720220. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000720220.json.