Directive 2014/24/EU - Public Sector Directive
Section I: Contracting
I.1) Name and addresses
Buchanan House, 58 Port Dundas Road
Contact person: Debra MacLeod
Telephone: +44 1412727100
Fax: +44 1412727272
Main address: http://www.transport.gov.scot
Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00099
I.2) Joint procurement
The contract is awarded by a central purchasing body
The procurement documents are available for unrestricted and full direct access, free of charge at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent to the abovementioned address
I.4) Type of the contracting authority
National or federal agency/office
I.5) Main activity
Section II: Object
II.1) Scope of the procurement
Transport Data Collection Services
Reference number: TS/TRBO/SER/2017/05
II.1.2) Main CPV code
II.1.3) Type of contract
II.1.4) Short description
The services comprise of an on-going programme of national concessionary travel scheme and young persons scheme on-board entitlement card verification and service monitoring surveys. These surveys involve boarding a pre-defined sample of bus services, recording details of the service, verifying the existence of and details of travel cards of passengers claiming concessionary fares, and interviewing these passengers. The surveys also provide an opportunity to monitor the operation of on-bus hardware and the cards themselves.
II.1.5) Estimated total value
Value excluding VAT: 780 000.00 GBP
II.1.6) Information about lots
This contract is divided into lots:
II.2.2) Additional CPV code(s)
II.2.3) Place of performance
II.2.4) Description of the procurement
Transport Scotland on behalf of the Scottish Ministers has identified the requirement to appoint a suitably experienced economic operator (a “Contractor/ Supplier/ Consultant”) to conduct surveys for a pre-determined sample of bus services.
The economic operator is required to identify the following (including but not limited to):
- trip making;
- traffic movements;
- journey details;
- road and public transport user attitudes; and
- demographic information
These surveys will be carried out on-board various bus services at different locations.
Contractor staff must use technology and employ equipment such as scanners or tablets to allow direct transcription and download of survey data, ensuring accuracy. Data collected shall be recorded electronically on a set of pre-defined forms. An incident log is used to note any irregular activity on buses surveyed. All relevant cardholders should be interviewed.
The standard survey programme is made up of a 4 weekly selection prescribed and supplied by Transport Scotland.
It is intended that the contract will last for 3 years, with a potential of extension by a further 1 year.
Transport Scotland will manage the proposed procurement process for this contract on behalf of the Scottish Ministers. In the event of the contract award, the Contract will be entered into between the Scottish Ministers and the successful tenderer.
The Contract terms and conditions are included within the document downloads. Each selected economic operator shall be invited to submit a tender on the same contract terms.
The Contractor will be procured through a competitive tender procedure, in accordance with the open procedure as provided for in the Public Contracts (Scotland) Regulations 2015. Due to project complexity, the contract requires to be performed by a single contractor and as such shall not be divided into lots.
All relevant documentation can be downloaded via the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk)
II.2.5) Award criteria
Quality criterion: Overall Quality Weighting
/ Weighting: 60%
Quality criterion: Task Order Management (sub-set of Overall Quality)
/ Weighting: 40%
Quality criterion: Quality of Service (sub-set of Overall Quality)
/ Weighting: 25%
Quality criterion: Staffing (Key Team Personnel) (sub-set of Overall Quality)
/ Weighting: 10%
Quality criterion: Technology & Data Security (sub-set of Overall Quality(sub-set of Overall Quality)
/ Weighting: 25%
Quality criterion: Community Benefits (sub-set of Overall Quality)
/ Weighting: 0%
II.2.6) Estimated value
Value excluding VAT: 780 000.00 GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: No
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
II.2.11) Information about options
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
II.2.14) Additional information
Please note that the contract is expected to be a 36 months plus potential 12 month extension. The GBP780k is a 48 month value.
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:
4B 1.1 Bidders will be required to have a minimum “general” yearly turnover of 100K GBP for the last  years:
4B 2.1 Bidders will be required to have a minimum yearly “specific” turnover of 100KGBP for the last  years in the business area covered by the contract.
4B 3 Where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up or started trading.
4B 4 & 4B 4.1 Bidders will be required to state the value(s) for the following financial ratio(s):
Acid Test Ratio: =1 and less than 1.05
Cash Interest Cover Ratio: =1 and less than 2.5
Return on Capital Employed Ratio: =0% and less than 5%
Operating Profit Ratio: =0 and less than 1
Net Worth Ratio: Net assets of = GBP0 and less thanGBP10M
Gearing Ratio: less than 100% and =75%
Contract Value Ratio: less than 50% of Turnover and =20% of Turnover
Details of how the ratios are calculated are contained within Appendix C of the Invitation to Tender
4B 5.1 – 5.3 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:
Employer’s (Compulsory) Liability Insurance = 5M GBP
Public Liability Insurance = 2M GBP
Professional Indemnity Insurance = 2M GBP
4C 1.2 Bidders will be required to provide 3 examples that demonstrate that they have the relevant experience to deliver the services/supplies as described in part II.2.4 of the OJEU Contract. These will be evaluated on a PASS/FAIL basis. Pass equals to providing 3 examples detailing relevant experience to deliver the service. Fail equals to not providing 3 examples detailing relevant experience to deliver the service
4C 9 Bidders will be required to demonstrate that they have (or have access to) the relevant tools or technical equipment to deliver the types of requirements detailed in II.2.4 in the OJEU Contract Notice
4C.10 Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.
III.1.2) Economic and financial standing
Minimum level(s) of standards required:
Economic Operators shall be required to satisfy minimum standards of economic and financial standing. To determine these standards, Economic Operators shall:
(a) in response to ESPD, Question Ref. 4B.1.1 provide the specified annual turnover for the last two years of trading, or for the period which is available if trading for less than two years;
(b) in response to ESPD, Question Ref. 4B.4 provide the name, value and/or range of SEVEN financial criteria for the last two years of trading, or for the period which is available if trading for less than two years; and
(c) in response to ESPD, Question Ref. 4B.5.1 confirm they already have or can commit to obtain, prior to commencement of the contract the required levels of insurance.
In addition to the information requested under (a) and (b), economic operators are required to provide a link / copies of the associated annual accounts as filed at Companies House (or equivalent if not a UK registered company) for the last two years of trading, or for the period which is available if less than two years.
This information has been requested to enable Transport Scotland to perform their own assessment and confirm the financial ratios submitted. Ultimately, ensuring the correct score is allocated, and to ensure no misinterpretation. Where there exist differences in ratios, between those provided and those calculated by Transport Scotland, clarification will be sought.
Economic operators shall be required to satisfy minimum standards of economic and financial standing. These are described below:
Evaluation Criteria Ratios (Question Ref. 4B.4)
The financial information received under ESPD, Question Ref. 4B.4 shall be evaluated as a pass/fail and requires all economic operators to score = 2 on the seven individual economic and financial standing evaluation criteria, namely:
1. Acid Test Ratio
2. Cash Interest Cover Ratio
3. Return on Capital Employed
4. Operating Profit Ratio
5. Net Worth
7. Annual Contract Value to Turnover
Filed Accounts & Audit Reports must also be submitted by the bidder
Insurance (Question Ref. 4B.5 )
In response to Question Ref. 4B.5.1 economic operators must confirm they already have or can commit to obtain, prior to the commencement the following levels of insurance:
Employer’s (Compulsory) Liability Insurance = 5000000 GBP
Public Liability Insurance = 2000000 GBP
Professional Indemnity Insurance = 2000000 GBP
And, in response to Question Ref. 4B.5.2 economic operators must confirm they already have or can commit to obtain any other insurance, including Employers Liability, required by the Contract or by the appropriate legislation, with a sum insured / limit of indemnity to satisfy the Contract or legal requirements.
In responding to Question Ref. 4B.5.1 and 4B.5.2 of the ESPD, where the bidder ticks the box “No, and I cannot commit to obtain it” they shall be marked as FAIL and shall be excluded from this procurement competition.
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
III.2.2) Contract performance conditions
It is the Employer’s policy to measure the performance of each Contractor on a regular basis.
In the event that the Contractor’s performance falls below a satisfactory level, the Contractor will be invited to determine a means of rectifying the situation. Repeated or continual service failures may/shall result in suspension or termination of the contract.
Further details will be contained within the tender documents.
Section IV: Procedure
IV.1.1) Type of procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Local time: 12:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 90 (from the date stated for receipt of tender)
IV.2.7) Conditions for opening of tenders
Local time: 14:00
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
VI.3) Additional information
Transport Scotland will conduct the proposed procurement process for the Contract on behalf of the Scottish Ministers. In the event of the conclusion of the contract, it is the intention that the Contract will be entered into between the Scottish Ministers and the most economically advantageous tenderers. The Contract terms and conditions will be based on SGTC 2 (enclosed).These amendments may arise from three basic considerations:
-amendments to reflect the Scottish Ministers' particular requirements and risk allocation for this agreement;
-amendments to reflect Scots law; and
-presentational changes to make the Contract more user friendly (for example, the introduction of an alphabetical schedule of definitions together with additional definitions).
Each selected economic operator shall be invited to submit a Tender on the same contract terms. The duration of the contract referred to in paragraph II.2.7) of this notice is the original period of the proposed contract. The Scottish Ministers shall have the option to extend this period by up to 1 year. Each economic operator shall submit four paper copies (one marked "ORIGINAL" and three marked COPY 1, 2, or 3 as relevant) together with one data CD/DVD of the completed ESPD and Tender submission, in a sealed package to arrive by no later than 12 noon BST/GMT 8 November 2017 to the following addressee and address:Procurement Support Manager Transport Scotland
Buchanan House 58 Port Dundas Road Glasgow G4 0HF. Suppliers are advised to allow adequate time for submitting all documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. The Scottish Ministers shall not evaluate any submission received past the specified deadline, unless the delay is caused by a situation out with the control of the economic operator, the determination of which shall be at the sole discretion of the Scottish Ministers. Compliance with achieving the specified deadline is the sole responsibility of the economic operator. Economic operators which alter their composition after making a submission will be the subject of re-evaluation.Any request by Economic Operators for clarification of any part of the documentation shall be made through the Public Contracts Scotland website. The deadline to submit questions relating to the submission via the Public Contracts Scotland portal is 1200hrs BST/GMT on 25 October 2017. Neither Transport Scotland nor the Scottish Ministers shall be responsible in any way to Economic Operators as a result of any delay or failure in answering any request for clarification or any decision not to answer a request for clarification (either in full or in part). Absence of a response from Transport Scotland or the Scottish Ministers shall not entitle Economic Operators to qualify their submission. The Scottish Ministers reserve the right not to conclude any contract as a result of the procurement process initiated by this notice and to make whatever changes the Scottish Minsters deem appropriate to the content, process, timing and structure of the procurement process.
Transport Scotland and the Scottish Ministers shall have no liability for any costs howsoever incurred by those participating in the competition. Economic operators should be aware that all information submitted to the Scottish Ministers may need to be disclosed and / or published by the Scottish Ministers in compliance with the Freedom of Information (Scotland) Act 2002.NOTE: To register your interest in this notice and obtain any additional information please visit www.publiccontractsscotland.gov.uk
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=514239.
Download the ESPD document here: http://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=514239
VI.4) Procedures for review
VI.4.1) Review body
Buchanan House, 58 Port Dundas Road
Telephone: +44 1412727100
Fax: +44 1412727272
VI.5) Date of dispatch of this notice