Business Management Consultancy Framework for Southern Water

Business Management Consultancy Framework for Southern Water

5 Lots. Lot 1: Strategy and change.

United Kingdom-Worthing: Business and management consultancy and related services

2019/S 206-503279

Contract notice – utilities

Services

Legal Basis:

Directive 2014/25/EU

Section I: Contracting entity

I.1)Name and addresses

Official name: Southern Water Services Ltd
Postal address: Southern House
Town: Worthing
NUTS code: UKJ
Postal code: BN13 3NX
Country: United Kingdom
E-mail: tom.burden@southernwater.co.uk
Telephone: +44 1903272854
Internet address(es):Main address: https://www.southernwater.co.uk/

I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://southernwater.bravosolution.co.uk/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://southernwater.bravosolution.co.uk/
Tenders or requests to participate must be submitted to the abovementioned address

I.6)Main activity

Water

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Business Management Consultancy Framework Panel

Reference number: prj_1505

II.1.2)Main CPV code

79400000

II.1.3)Type of contract

Services

II.1.4)Short description:

Southern Water are seeking to establish a framework panel whom have the expertise to support the companies ambitions:

Southern Water are seeking expertise in, but not limited to:

— business strategy,

— change management,

— corporate planning,

— financial,

— HR

— IT

— procurement,

— regulation,

— pensions,

— risk management,

— tax.

Indicative value of each lot per annum:

Lot 1: Strategy and change;

Lot 2: IT Consultancy;

Lot 3: Procurement and supply chain;

Lot 4: Finance;

Lot 5: Regulation.

Full breakdown of the lots and sub-lots are defined in the procurement documentation.

II.1.5)Estimated total value

Value excluding VAT: 150 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

Strategy and Change

Lot No: 1

II.2.2)Additional CPV code(s)

66170000
66171000
71621000
72221000
72224000
79400000
79410000
79411000
79411100
79412000
79414000
79418000

II.2.3)Place of performance

NUTS code: UKJ

II.2.4)Description of the procurement:

Provision of business management consultancy in relation to strategy and change, including:

Business strategy which may include: org structure and efficiency, business risk, planning;

Change management which may include: process improvement, people, org design, transformation;

Customer: data, analytics, customer journey;

HR: culture, process, policies, contracts.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Initial term of 4 years with an option to extend for up to a period of 4 year (8 years maximum).

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

Envisaged minimum number: 6
Maximum number: 12
Objective criteria for choosing the limited number of candidates:

All criteria is stated within the procurement documents, available for review on the e-sourcing portal.

PQQ response from service providers is subject to evaluation, where a score will be applied to set questions. Service providers will be ranked based on this score, and at the discretion of Southern Water, between 8 and 12 suppliers will be invited to tender.

For avoidance of doubt Southern Water may award contracts to, between 4 and 6 bidders.

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

5 000 000 GBP per annum.

II.2)Description

II.2.1)Title:

IT Consultancy

Lot No: 2

II.2.2)Additional CPV code(s)

71316000
72100000
72110000
72226000
72227000
72228000
72246000
72266000
72600000

II.2.3)Place of performance

NUTS code: UKJ

II.2.4)Description of the procurement:

Provision of business management consultancy in relation to IT, including:

Project management, business case development, viability studies, risk management, op modelling, data strategy.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Initial 4 year term with an option to extend for a period of up to 4 years (8 years maximum).

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

Envisaged minimum number: 5
Objective criteria for choosing the limited number of candidates:

All criteria is stated within the procurement documents, available for review on the e-sourcing portal.

PQQ response from service providers is subject to evaluation, where a score will be applied to set questions. Service providers will be ranked based on this score, and at the discretion of Southern Water, with the number of bidders shortlisted for each sub-lot listed below:

Sub-lot minimum shortlist max shortlist

Asset lifecycle management services 4 8

Data management and architecture services 4 8

Risk management services 4 8

Strategic planning services 4 8

Project management/business change 4 8

Test services 4 8

For avoidance of doubt Southern Water may award contracts to the number of bidders between the minimum and maximum values indicated below, for each sub lot:

Sub-lot minimum award maximum award

Asset lifecycle management services 2 6

Data management and architecture services 2 6

Risk management services 2 6

Strategic planning services 2 6

Project management/business change 2 6

Test services 2 6

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

Sub-lot cGBP per annum

Asset lifecycle management services 1 000 000

Data Management and architecture services 1 000 000

Risk management services 600 000

Strategic planning services 1 000 000

Project man/business change 3 000 000

Test services 1 000 000

II.2)Description

II.2.1)Title:

Procurement (Expert Advice, Change Management, AMP Long Contracts)

Lot No: 3

II.2.2)Additional CPV code(s)

72224000
79400000
79410000
79411000
79418000

II.2.3)Place of performance

NUTS code: UKJ

II.2.4)Description of the procurement:

Provision of business management consultancy in relation to procurement and supply chain, including:

Expert advice, strategy, process improvement, project management, sourcing and category management (direct and indirect), data analytics, contract and supplier relationship, P2P

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Initial term of 4 years with an option to extend for a period of up to 4 years (8 years maximum).

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

Envisaged minimum number: 7
Maximum number: 10
Objective criteria for choosing the limited number of candidates:

All criteria is stated within the procurement documents, available for review on the e-sourcing portal.

PQQ response from service providers is subject to evaluation, where a score will be applied to set questions. Service providers will be ranked based on this score, and at the discretion of Southern Water, with the number of bidders shortlisted for each sub-lot listed below:

Sub-lot minimum shortlist maximum shortlist

Expert advice and change management 4 6

AMP long contracts 3 4

For avoidance of doubt Southern Water may award contracts to the number of bidders between the minimum and maximum values indicated below, for each sub lot:

Sub-lot minimum award maximum award

Expert advice and change management 2 4

AMP long contracts 2 3

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

Sub-lot cGBP per annum

Asset lifecycle management services 600 000

Data management and architecture services 600 000

II.2)Description

II.2.1)Title:

Finance (Financial Services and Pension Services)

Lot No: 4

II.2.2)Additional CPV code(s)

66170000
66171000
66523000
71621000
72224000
79221000
79400000
79411000
79412000

II.2.3)Place of performance

NUTS code: UKJ

II.2.4)Description of the procurement:

Provision of business management consultancy in relation to finance, including:

Deals: mergers and acquisitions, restruturing, corporate finance

Finance: financial management, cash management, strategies, processes, investments, fund management, risk management

Pensions: financial management, cash management, strategies, processes, investments, fund management, risk management

Tax: tax consultancy

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Initial term of 4 years with an option to extend for a period of up to 4 years (8 years maximum).

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

Envisaged minimum number: 10
Maximum number: 20
Objective criteria for choosing the limited number of candidates:

All criteria is stated within the procurement documents, available for review on the e-sourcing portal.

PQQ response from service providers is subject to evaluation, where a score will be applied to set questions. Service providers will be ranked based on this score, and at the discretion of Southern Water, with the number of bidders shortlisted for each sub-lot listed below:

Sub-lot minimum shortlist maximum shortlist

Financial services 5 10

Pension services 5 10

For avoidance of doubt Southern Water may award contracts to the number of bidders between the minimum and maximum values indicated below, for each sub lot:

Sub-lot minimum shortlist max shortlist

Financial services 4 6

Pension services 2 4

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

Sub Lot cGBP per annum

Financial services 300 000

Pension services 600 000

II.2)Description

II.2.1)Title:

Regulation (Regulatory Advice and Regulatory Assurance)

Lot No: 5

II.2.2)Additional CPV code(s)

66171000
71621000
72221000
72224000
79400000
79411000

II.2.3)Place of performance

NUTS code: UKJ

II.2.4)Description of the procurement:

Provision of business management consultancy in relation to regulation, including:

Financial risk, cost modelling, planning, regulatory economics, independant technical assurance.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

Initial term of 4 years with an option to extend for a period of up to 4 years (8 years maximum).

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

Envisaged minimum number: 11
Maximum number: 16
Objective criteria for choosing the limited number of candidates:

All criteria is stated within the procurement documents, available for review on the e-sourcing portal.

PQQ response from service providers is subject to evaluation, where a score will be applied to set questions. Service providers will be ranked based on this score, and at the discretion of Southern Water, with the number of bidders shortlisted for each sub-lot listed below:

Sub-lot minimum shortlist maximum shortlist

Regulatory assurance 4 6

Regulatory advice 7 10

For avoidance of doubt Southern Water may award contracts to the number of bidders between the minimum and maximum values indicated below, for each sub lot:

Sub-lot minimum award maximum award

Expert advice and change management 2 3

AMP long contracts 3 5

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

Sub-lot cGBP per annum

Regulatory assurance 900 000

Regulatory advice 250 000

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:

As described in the procurement documents.

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents

III.1.4)Objective rules and criteria for participation

List and brief description of rules and criteria:

As described in the procurement documents.

III.1.5)Information about reserved contracts
III.1.6)Deposits and guarantees required:

III.1.7)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

As described in the procurement documents, specifically the commercial principles section.

III.1.8)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

The successful business management consultancy partner(s) whether being a single contractor, prime contractor (which may be an existing company or special purpose vehicle) or consortium, will, be required to be a single legal entity.

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

III.2.2)Contract performance conditions:

As described in the procurement documents.

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

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Restricted procedure

IV.1.3)Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue

IV.1.6)Information about electronic auction

An electronic auction will be used
Additional information about electronic auction:

e-Auction may be an option used as part of a call-off against the framework.

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

The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2019/S 093-225819

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

Date: 06/11/2019
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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

VI.3)Additional information:

Submission of expression of interest and procurement specific information: This procurement exercise will be conducted on the Bravo Solution e-procurement portal at: https://southernwater.bravosolution.co.uk/

Candidates wishing to be considered for this contract must register their expression of interest and provide additional procurement specific information through the portal as follows:

(i) candidates should register on the BravoSolution e-procurement portal at:

https://southernwater.bravosolution.co.uk/

(ii) Once registered, candidates must express their interest as follows:

(a) login to the portal;

(b) select ‘View current opportunities and notices’;

(c) access the listing related to this contract titled ‘Business Management Consultancy Framework Panel’ (Prj_1505) and view details; (d) click on express interest button;

(iii) once you have expressed interest, please complete the PQQ. You must then publish your reply using the publish button;

(iv) for any support in submitting your expression of interest please contact the eTendering help desk at:

0800 368 4850 or help@bravosolution.co.uk

VI.4)Procedures for review

VI.4.1)Review body

Official name: Southern Water Services Ltd
Postal address: Southern House
Town: Worthing
Postal code: BN13 3NX
Country: United Kingdom
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:

21/10/2019