Tax Administration and Management Solution for Revenue Scotland

Tax Administration and Management Solution for Revenue Scotland

Revenue Scotland intend to appoint a single supplier to deliver a tax administration and management solution for devolved taxes in Scotland.

United Kingdom-Edinburgh: IT services: consulting, software development, Internet and support

2017/S 162-334426

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Revenue Scotland
PO Box 24068, Victoria Quay
Edinburgh
EH6 9BR
United Kingdom
Contact person: Sandra McLaughlin
Telephone: +44 1412425462
E-mail: sandra.mclaughlin@gov.scot
NUTS code: UKMInternet address(es):Main address: http://www.revenue.scotAddress of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA24183

I.2)Joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: http://www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: http://www.publiccontractsscotland.gov.uk
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: http://www.publiccontractsscotland.gov.uk

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Provision of a Tax Administration and Management Solution for Revenue Scotland.

II.1.2)Main CPV code

72000000

II.1.3)Type of contract

Services

II.1.4)Short description:

Revenue Scotland intend to appoint a single supplier to deliver a tax administration and management solution for devolved taxes in Scotland.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:

II.2.2)Additional CPV code(s)

72100000
72200000
72300000
72400000
72500000
72600000
72700000
72800000
72900000
30200000
48000000

II.2.3)Place of performance

NUTS code: UKM

II.2.4)Description of the procurement:

Revenue Scotland intend to appoint a single supplier to deliver a tax administration and management solution for devolved taxes in Scotland. This solution will provide the primary administrative system for tax operations and also provide an external element to allow external users to interact with Revenue Scotland. This procurement exercise will replace this existing solution and provide the associated support and infrastructure for the duration of this contract. This exercise will also look to introduce additional capabilities into the organisation to meet the needs of a tax administration including workflow, secure communications, case management and enhanced compliance capabilities. This solution will form part of the technological landscape of Revenue Scotland. This contract will also provide the on-going support and maintenance and develop in line with Revenue Scotland’s needs. This procurement is a substantial part of an existing service design project which aims to have the required functionality deployed by April 2019.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Quality / Weighting: 60 %
Price – Weighting: 40 %
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 72
This contract is subject to renewal: yes
Description of renewals:

The initial contract period would consist of mobilisation time (<12 months) and a 5 year contract term, with two further optional extension periods of 3 years and 2 years.

II.2.9)Information about the limits on the number of candidates to be invited

Maximum number: 6
Objective criteria for choosing the limited number of candidates:

In the event that Bidders overall scores are tied, Revenue Scotland reserves the right to invite more than the stated maximum number to participate in the tender.

This procurement will be conducted through the use of the Competitive Procedure with Negotiation. All queries about this procurement must be made via the PCS messaging system.

The process we will apply will be:

— Statements including the specific requirements can be found within Section III.1.1, III.1.2 and III.1.3 of the Contract Notice.

— Bidders must pass the minimum standards sections of the ESPD (Scotland).

— Part III, Section B of Part IV and Part V of the ESPD (Scotland) will be scored on a pass/fail basis, and Section C of Part IV of the ESPD (Scotland) will be scored in the following way:

0 = No response — the Bidder fails to answer the question

2 = Poor Response — Complete failure to provide relevant information

4 = Limited Response — Question answered but with insufficient detail

6 = Adequate Response — Question answered with sufficient detail

8 = Good Response — Question answered and delivers an enhanced response

10 = Excellent Response — Bidder response has included all relevant information and exceeds expected response

The responses to the questions of Section III.1.3 of the Contract Notice will be weighted in the following way: Please see ESPD (Scotland)

Question 4C.1.2: 60 %, 4C.8.1: 20 %, 4C.8.2: 20 % and 4C.9: 0 % — We will take the six highest scoring bidders through and they will be invited to submit a tender.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

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.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

III.1.1. of the notice is not applicable to this procurement exercise.

III.1.2)Economic and financial standing

List and brief description of selection criteria:

Please refer to these statements when completing section 4B of the ESPD (Scotland).

Statement for 4B.4 — Bidders must demonstrate Current Ratio values for the most recent two years and it is a minimum requirement that the ratios are within the acceptable range of not less than 0.65. The Ratio is to be calculated as follows: Net Current Assets/Net Current Liabilities.

Statement for 4B.6 — Bidders are required to submit copies of their 2 most recent sets of annual audited accounts including balance sheets and profit/loss accounts (transferred into GBP and English language) and, where appropriate, shall provide additional supporting information including eg. details of any significant differences since the last set of audited accounts.

Statement for 4B.5.1-3 — It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commence of any subsequently awarded contract, the types and levels of insurance indicated below:

Minimum level(s) of standards possibly required:

It is a minimum requirement that the Current ratios are within the acceptable range of not less than 0.65.

Employer’s [Compulsory] Liability Insurance = 5 000 000 GBP

Public Liability Insurance = 2 000 000 GBP

Professional Indemnity Insurance = 2 000 000 GBP.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

Technical and professional Criteria requirements as per Section II.2.9 of the ESPD, plus the additional mandatory criteria detailed below:

Question 4C.1.2 — Bidders are required to provide 2 relevant experience examples that demonstrate that they have the relevant experience to deliver the services as described in Part II.2.4 of the OJEU Contract Notice.

Question 4C.8.1 — Bidders are required to provide their average annual manpower for the last 3 years.

Question 4C.8.2 — Bidders are required to confirm their number of managerial staff for the last 3 years.

Question 4C.10 — Bidders are required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.

No questions from Section D and E of Part IV of the ESPD (Scotland) will be used, so no statements for those questions are listed in this Contract Notice.

Minimum level(s) of standards possibly required:

Please refer to Part V of ESPD (Scotland), Question 5.2-3 — Bidders are required to confirm that they meet the minimum requirements as indicated below:

— Cyber Essentials Plus or equivalent is a mandatory requirement for this contract which involves handling personal information. — It is a requirement of this contract that Bidders hold, or can commit to obtain Cyber Essentials Plus Accreditation prior to the commence of any subsequently awarded contract.

— ISO 27001 or equivalent is a mandatory requirement for this contract — It is a requirement of this contract that Bidders hold, or can commit to obtain ISO 27001 Accreditation prior to the commence of any subsequently awarded contract.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

Contract performance conditions shall be detailed in the Invitation to Tender document.

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Competitive procedure with negotiation
IV.1.3)Information about a framework agreement or a dynamic purchasing system

IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated

IV.1.5)Information about negotiation

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 25/09/2017
Local time: 12:00

IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 01/11/2017

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
IV.2.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

The expectation for this contract would be to maintain an on-going relationship with the successful supplier(s) for the duration of this contract and associated optional extensions, which would consist of up to 10 years live running of the solution. The initial contract period would consist of mobilisation time (<12 months) and a 5 year contract term, with two further optional extension periods of 3 years and 2 years. Exit arrangements would be explored as part of the ITT and contract award stages.

For Sections or questions within the ESPD (Scotland) which are not relevant and appropriate to this procurement exercise, Revenue Scotland has annotated ‘NOT USED’ in the Section Title or in the box next to the Question number within the ESPD (Scotland).

For further information regarding regulated procurements of OJEU threshold and above, refer to Regulations 58 and 59 of The Public Contracts (Scotland) Regulations 2015, Regulation 78 of the Utilities Contracts (Scotland) Regulations 2016.

Competitive Procedure with Negotiation (CPN) Stages:

The top 6 highest scoring compliant bidders shall progress to the CPN process and shall be invited to tender. The next stages for suppliers invited to tender are as indicated below, with indicative timescales which may be subject to change (following negotiations):

— ITT Issued — Start of November 2017

— Receipt of Initial tender responses — December 2017

— Christmas Break

— Supplier Presentations — January 2018

— Completion of the Evaluation of the Initial tenders — January 2018

— Negotiation Period — February 2018

— Prepare and issue Final Invitation to Tender document — February 2018

— Receipt of Final Tender responses — March 2018

— Evaluation of the Final Tenders — March 2018

— Standstill Period — March 2018

— Contract Award March/April 2018

Following on from the conclusion of this procurement exercise, we would look to engage with the successful supplier(s) promptly and would require initial onsite onboarding within 4 weeks of a successful award.

Consideration has been given to whether it is appropriate to divide this contract into Lots however, for this requirement it has been determined that Lots would not be suitable as it would make the execution of the contract excessively technically difficult and/or potentially expensive and the need to co-ordinate the different contractors for the Lots could seriously risk undermining the proper execution of the contract.

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=508790.

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.

A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361

A summary of the expected community benefits has been provided as follows:

Details on Community Benefits clauses and award criteria shall be included in the Invitation to Tender document.

(SC Ref:508790)

Download the ESPD document here: http://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=508790

VI.4)Procedures for review

VI.4.1)Review body

Revenue Scotland
PO Box 24068, Victoria Quay
Edinburgh
EH6 9BR
United Kingdom
Telephone: +44 1412425462Internet address:http://www.revenue.scot
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

24/08/2017

 

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