Tender for Due Diligence Services – Scotland

Tender for Due Diligence Services – Scotland

Ranked Framework contract service provider(s) of financial and business-related due diligence services for SMEs within the South of Scotland.

United Kingdom-Dumfries: Financial consultancy services

2020/S 185-447985

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: South of Scotland Enterprise Agency
Postal address: Carmont House, The Crichton, Bankend Road
Town: Dumfries
NUTS code: UK UNITED KINGDOM
Postal code: DG1 4TA
Country: United Kingdom
Contact person: Stuart Paterson
E-mail: stuart.paterson@sose.scot
Telephone: +44 1750535901Internet address(es):Main address: https://www.southofscotlandenterprise.com/

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA30448

I.2)Information about joint procurement

I.3)Communication

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

I.4)Type of the contracting authority

Regional or local agency/office

I.5)Main activity

Economic and financial affairs

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Due Diligence Services

 

Reference number: SOSE018

II.1.2)Main CPV code

66171000 Financial consultancy services

II.1.3)Type of contract

Services

II.1.4)Short description:

The South of Scotland Enterprise Agency are undertaking a tender process to identify and appoint a ranked framework contract service provider(s) of financial and business-related due diligence services for SMEs within the South of Scotland (Scottish Borders and Dumfries and Galloway) area.

 

II.1.5)Estimated total value

Value excluding VAT: 400 000.00 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:

Dumfries and Galloway Area

 

Lot No: 2

II.2.2)Additional CPV code(s)

72221000 Business analysis consultancy services
79211000 Accounting services
79411100 Business development consultancy services
79412000 Financial management consultancy services

II.2.3)Place of performance

NUTS code: UKM92 Dumfries & Galloway

II.2.4)Description of the procurement:

 

Provide financial and business related due diligence services to SME’s within the South of Scotland area.

Types of support will include, but are not limited to:

— financial reviews;

— strategic business reviews;

— investor ready business plans;

— assessing investor proposals;

— distress situations;

— R&D/innovation — technical assessments/R&D tax assessments; and

— general technical assessments.

 

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Cyber Security / Weighting: Pass/Fail
Quality criterion – Name: Technical / Weighting: 70
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 400 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for a further 12-month period.

 

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
II.2)Description

II.2.1)Title:

Scottish Borders Area

 

Lot No: 1

II.2.2)Additional CPV code(s)

72221000 Business analysis consultancy services
79211000 Accounting services
79411100 Business development consultancy services
79412000 Financial management consultancy services

II.2.3)Place of performance

NUTS code: UKM91 Scottish Borders

II.2.4)Description of the procurement:

 

Provide financial and business related due diligence services to SME’s within the South of Scotland area.

Types of support will include, but are not limited to:

— financial reviews;

— strategic business reviews;

— investor ready business plans;

— assessing investor proposals;

— distress situations;

— R&D/Innovation — technical assessments/R&D tax assessments; and

— general technical assessments.

 

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Cyber Security / Weighting: Pass/Fail
Quality criterion – Name: Technical / Weighting: 70
Price – Weighting: 30
II.2.6)Estimated value

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

Option to extend for a 12-month extension.

 

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

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

III.1.2)Economic and financial standing

List and brief description of selection criteria:

 

List and brief description of selection criteria:

4B.6 (not scored)

SOSE as a public body must comply with HMRC IR35 provisions. Therefore, where you are bidding as a personal service company (PSC) or will be using a personal service company to provide services under the framework please identify these PSC (s) in your response to 4B.6.

Minimum level(s) of standards required:

4B.5 It is a requirement of this framework that bidders hold, or can commit to obtain prior to the commence of any subsequently awarded framework, the types and levels of insurance indicated below:

Professional risk indemnity insurance = GBP 1 000 000 for each and every claim (although a lower level may be accepted)

Employer’s (compulsory) liability insurance = GBP 5 000 000 for each and every claim (see http://www.hse.gov.uk/pubns/hse40.pdf)

Public liability insurance = GBP 1 000 000 for each and every claim.

 

III.1.3)Technical and professional ability
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:
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

Open 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
Envisaged maximum number of participants to the framework agreement: 2
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
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: 27/10/2020
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

Tender must be valid until: 27/04/2021

IV.2.7)Conditions for opening of tenders

Date: 27/10/2020
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published:

SOSE reserves the right to re-tender for these services upon termination of the framework or at the end of the framework period, including any extension period.

 

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:

 

In order to participate, bidders should register, for free, on the PCS website (www.publiccontractsscotland.gov.uk), and record their interest in this contract and download and complete all relevant documentation.

Tenders must be submitted via the PCS postbox and must be received by the published deadline. Late tenders will not be accepted. SOSE will reject any submissions received after the deadline. Email or hard copy responses will not be accepted.

PCS also gives bidders access to a question and answer facility which allows queries to be submitted (anonymously), and answers published and shared with all potential bidders.

This framework will be non-exclusive i.e. SOSE reserves the right, in certain circumstances, to procure out with the framework as and when required.

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=621022.

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.

Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=624972.

The buyer has indicated that it will accept electronic responses to this notice via the postbox facility. A user guide is available at https://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.

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:

Fair work practices will be reviewed as part of this tender process.

(SC Ref:624972)

Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=624972

 

VI.4)Procedures for review

VI.4.1)Review body

Official name: Dumfries Sheriff Court
Postal address: Buccleuch St
Town: Dumfries
Postal code: DG1 2AN
Country: United Kingdom
Telephone: +44 1387262334

VI.4.2)Body responsible for mediation procedures

Official name: Scottish Government Single Point of Enquiry
Postal address: Procurement and Commercial Division, 7th Floor, 5 Atlantic Quay, 150 Broomielaw
Town: Glasgow
Postal code: G2 8LU
Country: United Kingdom
E-mail: SPOEprocurement@scotland.gsi.gov.uk
Telephone: +44 1412425466Internet address: www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
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:

18/09/2020