PROTECT:COSBS Invitation to Tender (ITT) Date: Wednesday, 14 May 2014 Direct line: E-Mail: Our Ref: +44 (0)1793 867301 [email protected] PS140068 Dear Supplier SOURCING REFERENCE: PS140068 FOR: IB Process Plant Study The UK Shared Business Services Ltd (“UK SBS Ltd”) invites you to bid to in accordance with the enclosed specification, and terms & conditions of contract attached. The final date for the submission of completed bid responses is 11:00 Monday June 9th 2014 GMT UK SBS Ltd operates a sealed bid process. Tenders should be sent electronically to [email protected] Please note that the Reference Number: PS140068 MUST be included in the subject line of your e-mail response. If you are not able to send electronically please contact me on the above number. As UK SBS Ltd operates a sealed bid process you must not either send or copy your tender response to any individual within UK SBS Ltd or the Client this tender is issued on behalf of. Failure to comply will result in disqualification of your tender response from consideration. Please contact the number shown if you have any questions about the sourcing procedure. Subject to the Freedom of Information Act 2000, all information exchanged between the client and your company in connection with this bid shall be regarded as confidential. Your response is incomplete unless all sourcing documents requiring signature are completed, signed and returned. Yours sincerely Nicola Turner UK Shared Business Services Ltd PROTECT:COSBS INSTRUCTIONS TO SUPPLIERS 1. Introduction These instructions are designed to ensure that all bids are given equal and fair consideration. Please read the information provided carefully and ensure your response includes all the information requested as your company will be initially evaluated solely on the evidence supplied in response to this invitation to bid. 1.1 If having read the specification you wish to submit a tender by the required deadline and wish to receive details of any questions and answers related to this ITT then please advise [email protected] no later than 11:00am Thursday May 26th 2014 GMT. Requests received after this deadline will not receive the information. 1.2 You may submit, no later than 14:00am Thursday May 26th 2014 GMT any questions you may have relating to this ITT via email to [email protected]. 1.3 Any questions should clearly reference in the appropriate paragraph in the documentation and, to the extent possible, should be aggregated rather than sent individually. As far as is reasonably possible UK SBS Ltd will respond to all reasonable requests for clarification of any aspect of this ITT and supporting documents in accordance with the following paragraph, provided they are received before the stated deadline in 1.2. No questions received after the deadline will be answered. 1.4 Answers to questions received by UK SBS Ltd will be circulated by email to all potential tenderers (without revealing the identity of the bidder that put forward a particular question). 2. Timetable of Events Please note that UK SBS Ltd reserve the right to amend any of the dates stated in this section at anytime Sourcing Document Available Final Day for Interest Final Day for Questions Bid Return Evaluation Interviews (As Required) Estimated Date for Award Notification 10 Day Calendar Standstill Estimated Date for Contract Award Estimated Date for Contact commence 3. Government Transparency Agenda 14/05/2014 Monday, 26 May 2014 11:00 Monday, 26 May 2014 14:00 Monday, 09 June 2014 11:00 Week Commencing 09/06/2014 Week Commencing 16/06/2014 (Please advise if you would be unable to attend, if required, during this week) Week Commencing 23/06/2014 10 Day Calendar Standstill 04/07/2014 07/07/2014 PROTECT:COSBS The Government’s transparency agenda requires that the sourcing documents including ITTs such as this are published on a designated, publicly searchable web site. The same applies to other sourcing documents issued by UK SBS Ltd including the original advertisement and the pre-qualification questionnaire (if used), and any contract entered into by UK SBS Ltd with its preferred supplier once the procurement is complete. By submitting an ITT you agree that your participation in this procurement may be made public. The answers you give in this response will not be published on the transparency website (but may fall to be disclosed under Freedom of Information Act 2000 or Environmental Information Regulations 2004). Where sourcing documents issued by UK SBS Ltd or contracts with its suppliers fail to be disclosed UK SBS Ltd will redact them as it thinks necessary, having regard (inter alia) to the exemptions / exceptions in the FOIA or EIR PROTECT:COSBS The Specification Summary Tenders are invited to deliver this project which will enable a complete understanding of the current availability and status of industrial biotechnology (IB)-relevant processing plant and equipment within the UK that enables development and demonstration of IB processes. The project will also identify deficiencies in current provision, which may limit the UKs ability to commercialise new IB processes, and identify options for future investments. The project is supported by the Biotechnology and Biological Sciences Research Council (BBSRC), the Engineering and Physical Sciences Research Council (EPSRC), The Technology Strategy Board and The Industrial Biotechnology Leadership Forum (IBLF). Background Industrial Biotechnology (IB) is the use of biological processes to produce materials, chemicals and energy. Investment in IB has the potential to reduce fossil oil use, so helping meet the requirements of the Climate Change Act (2008), as well as contributing to fuel security, the production of innovative materials and chemicals, and the creation of new jobs. The UK is one of the world’s leaders of research in this area. Collaboration between the UK research base and the emergent IB sector provides a significant opportunity for UK industry to deliver the environmental, social and economic benefits of IB and increase the UK’s competitiveness. Estimates of the potential size of the UK IB market range from £4B to £12B by 2025 (BERR 2009). There are significant challenges to developing these new processes and products. Progress requires bringing together knowledge and technologies, often from different disciplines, to understand how to handle feedstocks and by-products of production; to overcome the challenges of scale-up; to optimise the mass and energy balance; and make a positive overall contribution in terms of economic, environmental and social performance. It can be difficult for business to address these challenges alone and so there is a need to build collaborations, facilitate knowledge exchange, as well as share investment risk with other funders. BBSRC, the Technology Strategy Board, EPSRC and the IBLF are working together to enable the UK to realise the potential of Industrial Biotechnology and are committed to supporting the development and commercialisation of innovative IB processes arising from the UK’s excellent research base. BBSRC, Technology Strategy Board and EPSRC are supporting a programme of new investments in major integrated research and development projects in IB through the IB Catalyst, which was announced by Minister of State David Willets in January 2013. In addition BBSRC and EPSRC have established the BBSRC Networks in Industrial Biotechnology and Bioenergy which bring together multi-disciplinary academic and industry communities to overcome major challenges in IB. The development and commercial demonstration of IB processes requires access to specialist processing plant at a range of different scales depending on the stage of development and the scale of the final commercial process. As part of our commitment to the PROTECT:COSBS commercialisation of new IB process we wish to develop a strategy to ensure the continued provision of IB relevant process plant to enable the commercial development of processes in the UK. This project will support us in developing that strategy. The project The outputs of this project will enable BBSRC, EPSRC, the Technology Strategy Board and the IBLF to gain a full understanding of the current availability and status of IB-relevant processing plant and equipment within the UK that enables development and demonstration of IB processes (referred to as IB-relevant plant and equipment in the rest of this document). The project will focus on IB-relevant plant and equipment for scale up within UK universities, research institutes and within the private sector where it is available for use by external organisations for development and demonstration projects. The outputs will also support the development of a strategy to ensure the UK has the necessary process plant infrastructure to enable commercial implementation of IB processes. This will be achieved through the project by: provision of a detailed analysis of the IB-relevant plant and equipment that are available for use by research organisations and industry in the development and demonstration of IB based processes assessment of the status of existing IB-relevant plant and equipment in terms of continued provision and identifying key assets that are of critical importance to enabling development and demonstration of IB-relevant processes assessment of any deficiencies in the existing provision of IB-relevant plant and equipment which will affect the UK’s ability to demonstrate commercial processes identification of options for future investment in IB-relevant plant and equipment to enable the scale up and demonstration of IB processes. BBSRC is seeking a start date of mid June 2014 for the project and anticipates it to extend over a 3 month period. Approach The project has four components: 1. Agreement of what process plant/ equipment are within scope. The development and commercial demonstration of IB processes requires the integration of a wide range of technologies at a range of scales and will differ depending on the feedstocks, processes used and the end product. Some technologies will be generic to a wide range of applications and some quite specific. We require an agreed definition of what process plant and equipment should be considered in scope for the future development of the project, what equipment is out of scope and a justification for this. The definition should take into account emerging novel processes relevant to IB as well as more conventional processes. If possible the definition should take into account those used in any similar reviews to enable comparisons. PROTECT:COSBS 2. Conduct an analysis of all IB-relevant plant and equipment that is within UK universities, research institutes and within the private sector that is available for use by publicly funded research, development and demonstration projects. We require an analysis of the IB-relevant plant and equipment that falls within the agreed definition that is available for use within the UK to support the development and demonstration of IB processes. This includes assets within both the public and private sectors. The analysis will need to provide information that can enable the development of the equivalent of a UK IB Asset Register that will support UK industry and academics in identifying and gaining access to that equipment to carry out publicly funded projects. The Register will also support funders in developing a strategy for ensuring the UK has adequate provision of IB-relevant plant and equipment. We also require an assessment of its current status in terms of likelihood of continued provision. The analysis will be agreed with the contractor but should include: what the asset is including type, size, potential uses as appropriate value of the asset, purchase/ commissioning date, anticipated life time of the asset organisation that owns or is responsible for the asset, contact details for access and whether the asset is available on a commercial basis or whether it is publicly funded information on which asset register the equipment is included within. whether the asset is currently used for IB data on usage, where possible /not commercial in confidence. (who, what for, how long etc) and what additional capacity is available what the access arrangements are for the asset for example: is it offered on a service basis or by ad-hoc arrangement, is it free at point of access or is there a charge for use, is there access to expertise associated with the use of the asset, is the asset part of a suite of wider relevant plant how the upkeep of asset is currently supported and what the maintenance costs are what state of repair is the asset in what plans there are, if any, for upgrade or replacement. We also wish for significant capabilities in IB process scale up to be identified, where there is a suite of IB-relevant plant and equipment available alongside specific expertise in the use of the plant and the development stages the equipment supports. The study should identify these capabilities where they are available to support research and development projects external to the organisation the capability is based in. 3. An assessment of the key existing IB-relevant plant and equipment within the UK and any significant deficiencies in the UK’s existing provision of IB-relevant plant and equipment that will prevent emerging processes being commercialised. We require an assessment of existing key assets relating to IBrelevant plant and equipment. These will be significant assets which, if lost, would seriously restrict the UK’s ability to commercialise new and developing IB processes. PROTECT:COSBS In addition, we wish to understand the status of these key assets in terms of their continued future provision over the next 10 years. We also require an assessment of any deficiencies in the existing provision of IBrelevant plant and equipment in the UK which will prevent processes which are emerging from R&D in the UK from being commercialised. Both assessments should take into account the plant and equipment available internationally, particularly in the EU that could be used by academics and industry and particular strengths in the UK in terms of process development. 4. Identification of options for future investment in plant and equipment to enable the demonstration of IB processes. Based on the evidence gained for the assessment of existing IB-relevant plant and equipment, we require a set of options for addressing deficiencies in existing provision. The options should consider potential use of IB-relevant plant and equipment overseas, in particular the EU, in addition to investments in new or existing assets in the UK. Each of the options should make a clear business case for the need for any potential investment in terms of how the investment would contribute to the delivery of UK’s IB strategy and also the economic benefit to the UK from such an investment. The options should also estimate the approximate level of investment required. This need not be a detailed costing. Milestones 1. 2. 3. 4. 5. 6. 7. 8. Project initiation Discussion and agreement of what process plant and equipment are in scope Interim report on analysis of UK IB-relevant plant and equipment Discussion and agreement on the case for key assets and deficiencies in UK process plant available to go forward to investment options Interim report on key assets, deficiencies and options for future investments Draft final report Final report Presentation of final report to relevant stakeholders (including the BBSRC Industrial Biotechnology and Bioenergy Strategy Advisory Panel and the IB Leadership Forum) We expect on-going regular contact with the contractors including appropriate updates on progress throughout the project. BBSRC will establish a day-to-day contact for the contractor and will also establish a small Steering Group composed of the other partners in this project to oversee the progress of the project and a project lead within BBSRC who will be the point of contact for the contractor. Key outcomes 1. A detailed inventory of IB-relevant plant and equipment that are available for use by research organisations and industry in the development and demonstration of IB based processes and identification of specific capabilities where there is a suite of different IB-relevant processing plant available with expertise in their use. PROTECT:COSBS 2. A UK IB Plant and Equipment Register that can be used to identify and gain access to IB-relevant plant and equipment and can support funders in the adequate provision of IB relevant plant. 3. An analysis of key existing IB-relevant plant and equipment assets in the UK outlining their importance to enabling the development of IB processes. 4. An understanding of how UK IB-relevant plant and equipment and related capability complements that available within the EU. 5. An assessment of any significant deficiencies in existing IB-relevant plant and equipment in the UK which will prevent the commercial uptake of emerging processes. 6. A set of options for investments in IB-relevant plant and equipment, with a clear business case, which will support the funders in developing a strategy for provision of IB-relevant plant in the UK. PROTECT:COSBS Evaluation of Bids Part 1 – Pre-Qualification Questions In the event of a bidder failing to meet the requirements of any of the mandatory pass / fail criteria in this stage, the authority reserves the right to disqualify the bidder and not consider them for part 2 of the evaluation. Question A -1 Company Profile Please provide the following company details and, if applicable, any subcontractors company profiles: (a) Company name, address, company number, telephone & fax number, URL of Company website (b) Ownership of the business, its parent, related or subsidiary companies (c) Number of years trading, inc. a profile of the development of the business since inauguration, and any planned directions for future development (d) Current business focus and particular specialism of the business (e) Recognised quality standards currently in force by the Company, and any Company accreditations (f) Overview of Supplier’s financial performance for the last three years and number of employees over the same period (g) Overview of similar contracts carried out including public sector references where possible Bidder guidance Scoring criteria Bidder response This is the legal entity with whom we will contract if successful. For information only Free Text Question A -2 Commercials We are required to make an assessment of your economic and financial standing. To facilitate this we shall conduct a credit check based on your Organisation and where applicable your Parent and / or Holding Company. (a) Please provide contact details (name, position, e-mail address and telephone number) for the main point of contact who will be dealing with this exercise. (b) Please provide your organisation’s total annual turnover, net PROTECT:COSBS profit/loss and annual capital/reserves figures for the last 3 financial years. If your organisation is part of a group, please give figures for both your Organisation and the group. Bidder guidance Scoring criteria Bidder response The Authority will make a judgment based on the information ascertained from the credit check from Risk Disc and any supporting information provided. Pass – The Authority considers the credit check and / or information provided demonstrates the financial stability of the Bidder is sufficient to be considered for this procurement. Fail – The Authority considers credit check and / or the information provided fails to demonstrate the financial stability of the Bidder is sufficient to be considered for this procurement. Bidders are invited to embed their attachments to this question in the ‘Bidder response’ section. Mandatory Pass / Fail Yes, No Question A -3 Organisation Annual Turnover - £ Net Profit/Loss - £ Capital/Reserves- £ Annual Turnover - £ Net Profit/Loss - £ Capital/Reserves- £ Annual Turnover - £ Net Profit/Loss - £ Capital/Reserves- £ Financial Year Group Organisation Annual Turnover - £ Net Profit/Loss - £ Capital/Reserves- £ Annual Turnover - £ Net Profit/Loss - £ Capital/Reserves- £ Annual Turnover - £ Profit/Loss - £ Capital/Reserves- £ Financial Year Insurances Please provide details of your organisation’s insurances held or details of any self-insurance approach used for similar existing requirements. PROTECT:COSBS Bidder guidance Scoring criteria Bidder response Bidders are invited to embed their attachments to this question in the ‘Bidder response’ section. For information only Free Text Public Liability Insurance: Insurer/Broker: Limit of Indemnity: Amount per any one incident: Expiry Date: Employer’s Liability Insurance: Insurer/Broker: Limit of Indemnity: Amount per any one incident: Expiry Date: Professional Indemnity Insurance: Insurer/Broker: Limit of Indemnity: Amount per any one incident: Expiry Date: Question A -4 References The Bidder shall include reference details of at least two contracts relevant to this particular activity, which are still running or have been completed within the last five years. The bidder shall support the references with the following information: Reference Company Name Reference Company Contact details Description of the work carried out and how it relates to the scope of this procurement Approximate annual contract value (£) Contract start and end date If the Bidder has completed or is working on more than two similar contracts in the last five years, the bidder should list the number of contracts and the Reference Company Names. PROTECT:COSBS Bidder guidance Scoring criteria Bidder response Bidder response Question A -5 The Bidder shall ensure all references comply with the requirements of having a similar scope and value to this procurement and are still running or have been completed in the last five years to achieve a pass. Bidders who are unable to provide at least two references which have a similar scope and value to this procurement, or are not still running, or have been completed over five years ago will fail. The Authority makes no commitment to contact the reference; it does however reserve the right to contact the reference at any time in the procurement to validate the content of the Bidders answer. For information only Reference 1 Company Name Free text Reference 1 Company Contact Free text details Reference 1 Description of the Free text work carried out and how it relates to the scope of this procurement. Reference 1 Approximate Number annual contract value (£) Reference 1 Contract start and Free text end date Reference 2 Company Name Free text Reference 2 Company Contact Free text details Reference 2 Description of the Free text work carried out and how it relates to the scope of this procurement. Reference 2 Approximate Number annual contract value (£) Reference 2 Contract start and Free text end date Freedom of Information Act 2000 (FOI) and / or Environmental Information Regulations 2004 (EIR) Information provided in the course of the procurement process may be disclosed under Freedom of Information Act 2000 or Environmental Information Regulations 2004 if requested under an FOI request or EIR request. Please note that some of the information provided may be protected under the FOI Act exemptions and EIR Exceptions. More information on applying the exemptions or exceptions can be found under the Information Commissioners Office (ICO) website http://ico.org.uk Please confirm you have been informed that information provided under this Bid may be disclosed under the FOI Act 2000 and Environmental Information Regulations 2004 and agree to it being published. PROTECT:COSBS Bidder guidance Scoring criteria Bidder response The Bidder shall answer Yes or No Yes – Pass No – Fail Mandatory Pass / Fail Yes / No Question A -6 Freedom of Information Act 2000 (FOI) and / or Environmental Information Regulations 2004 (EIR) Exemptions Please complete this section only if you have agreed for you information to be disclosed under the FOI Act or EIR in Question A -5 Please tell us what exemptions or Exceptions may apply to your information and why? Bidder guidance Scoring criteria Bidder response The Bidder shall provide details of their proposed exemptions/exception in the table below. The Bidder shall note that if the Authority believes that the suggested Exemptions or Exceptions have not been applied properly as per the Act or Regulation, the Authority will disclose the requested information unless another exemption or exception can be applied by the Authority. Be aware that by completing Section A you have agreed for the Authority to disclose the provided information under the Freedom of Information Act 2000 or Environmental Information Regulation 2004, therefore you will not be approached for consent. For information only Confidential Information Justification for exemption under FOI Act Commercially sensitive information Question A -7 Justification for exemption under FOI Act Please confirm your acceptance of the attached Contract Terms. S2Terms and Conditions.doc Bidder guidance The Bidder shall answer Yes, No with justification or No Yes – Pass No with justification – In this situation where the Bidder must demonstrate to the Authority’s satisfaction there is a legal requirement or statutory regulation where a specific clause or series of clauses cannot be PROTECT:COSBS accepted shall propose alternative drafting to the relevant clause which demonstrates the justification for change and is does not expose UK SBS or its Customer to risk it deems unreasonable to achieve a Pass. No – Fail Scoring criteria Bidder response Mandatory Pass / Fail Yes / No with Justification / No Part 2 – Evaluation Criteria & Weighted Questions ITT’s will be evaluated solely on the evidence provided in the submission and will be evaluated against the following main and sub criteria headings and weightings: Question B -1 Capability Including: Quality of the proposed methodology 20% Understanding of the project objectives 15% Relevant experience and expertise 20% Project planning, management and implementation 5% Sufficient resources for the requirement 5% Realistic timescales 5% Bidder guidance Scoring criteria Bidder response Based on 0 – 10 evaluation criteria Maximum Score 70% Free text Question B -2 Quality Including: Quality assurance processes 5% Risk & Mitigation Planning 5% Bidder guidance Scoring criteria Bidder response Based on 0 – 10 evaluation criteria Maximum Score 10% Free text Question B -3 Cost Including: Value for money (Inc. Price of Contract & make up of costs) Please provide a breakdown of cost in line with your work schedule. PROTECT:COSBS PS140068 - Costing Matrrix.xlsx Bidder guidance Scoring criteria Bidder response Based on 0 – 10 evaluation criteria Maximum Score 20% Please provide all pricing figures requested for Element 1,2 & 3 in the matrix above. Any additional pricing options, clarifications or pricing schedules can be noted separately. Evaluation Scoring All scoring will be done on a scale of 0-10 as follows For example a question which has a weighting of 10% and scores 5/10 will receive 5 marks. Proposed Evaluation Model Where Compliance is Important Score Evaluation response Question is not answered or the response is completely unacceptable 0 Extremely poor response - they have completely missed the point of the 1 question 2-3 Very poor response and not wholly acceptable fails to meet the minimum requirement/standard, requires major revision to the proposal to make it acceptable. Only partially answers the requirement with major issues and little detail proposed 4-5 Poor response only partial acceptable with deficiencies apparent. Some useful evidence provided but response falls well short of providing full confidence in the approach / solution described. Low probability of success. 6-7 Response is acceptable and meets the minimum requirement but remains basic and could have been expanded upon. Response is sufficient but does not inspire. Good probability of success, weaknesses can be readily corrected. 8-9 Good response which describes in detail an approach / solution which provides high levels of assurance consistent with a quality provider. Great probability of success, no significant weaknesses noted. 10 Excellent response - comprehensive and useful, demonstrating a detailed understanding of the requirement. High probably of success, no weaknesses noted. The response includes a full description of techniques and measurements to be employed, providing full assurance consistent with a quality provider. Proposed Pricing Schedule Evaluation PROTECT:COSBS The lowest price for a response which meets the pass criteria shall score 10. All other bids shall be scored on a pro rata basis in relation to the lowest price. For example Bid Price £100,000 £120,000 £150,000 £175,000 Differential to lowest price which meets the pass criteria 0% 20% 50% 75% Score 100 80 50 25 The lowest score possible is 0. The Bid Response The lowest bid may not necessarily be accepted. UK SBS Ltd shall be under no obligation to accept the lowest or any bid. UK SBS Ltd reserves the power, unless the supplier expressly stipulates to the contrary in the tender, of accepting a portion of the tender as they may decide. ALTERNATIVE, ETC. CONDITIONS. Responses should be to the conditions set out or referred to in this form and in the Schedule. Offers made subject to additional or alternative conditions may not be considered and may be rejected on the grounds of such conditions. SCHEDULE NOT TO BE ALTERED BY THE SUPPLIER. The Schedule must not be altered by the supplier. Any modification of the Schedule considered expedient by the supplier should form the subject of a separate letter to accompany the tender. INCOMPLETE BIDS. It may not be possible to consider a response if complete information is not given at the time of sourcing, or if any particulars and data asked for in the schedule are not provided in full. PRICES. Quotations should be net, all cash and trade discounts being allowed for. VALUE ADDED TAX. Price(s) bid should be exclusive of any tax chargeable. If tax exemption applies this should be stated in the bid. SPECIFICATIONS, PLANS, ETC. The tender documents and any specifications, plans, drawings, patterns, samples or information issued or furnished by, or on behalf of, the client in connection therewith are issued solely for the purpose of enabling a bid to be completed and may not be used for any other purpose. Such response and other documents and any information provided remain the property of the client. All documents must be returned to the sender whether or not a response is submitted and any special instructions applicable to the response and other documents must be adhered to. The drawing, etc., must be accompanied, if required, by a declaration that the designs, and particulars have not been copied, seen or extracted wholly or partly for any unauthorised purpose and that they have only been used for the purpose of sourcing. PROTECT:COSBS 1. Period for which Bids Shall Remain Valid Your response should be valid for acceptance for 90 days from the bid return date. The receipt of the enclosed bid documents shall be regarded as adequate consideration for maintaining the validity of your response for the period requested in this letter. 2. Consortium UK SBS Ltd will not contract with a consortium and any sub-contractor services introduced to deliver the Requirement. Any use of sub-contractor services must be declared in the response and the purpose of their engagement. Any Supplier awarded the contract will be liable and responsible for any sub-contractor services provided for the period of the contract. 3. Inducement Offering an inducement of any kind in relation to obtaining this or any other contract with UK SBS Ltd and the client will disqualify your response and will prevent you from receiving any future tenders. 4. Bid Feedback Following award of contract, feedback to unsuccessful Suppliers will be provided if requested.
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