annual report 2017-2018 (word, 203kb) · web viewfurther, w here appropriate, se ha s held...

SCOTTISH ENTERPRISE ANNUAL REPORT 2017/18

Covering 1st January 2017 – 31st March 2018

Introduction

In line with the Procurement Reform (Scotland) Act 2014, Scottish Enterprise has prepared and published a Procurement Strategy for 2018/19. This strategy has been informed by the Scottish Enterprise Business Plans for 2015/18 and 2018/19, and Scotland’s Economic Strategy, One Scotland – the Government’s Programme for Scotland and the Procurement Reform (Scotland) Act 2014.

A further requirement of the Procurement Reform (Scotland) Act 2014 is the need to produce an annual report in relation to regulated procurement activity. This Procurement Annual Report summarises the regulated procurement carried out by Scottish Enterprise (SE) over the course of the period 1st January 2017 to 31st March 2018 year, demonstrates how SE has complied with its published strategy and highlights our approach to supporting sustainable economic growth. The sections below follow the format of the Procurement Strategy 2018/19 and provide an update on progress during 2017/18.

Compliance with Procurement Strategy

The aim of SE Procurement as detailed in the strategy is to deliver transparent and effective procurement services which offer best value, are legally compliant, follow best practice, align with Scotland's Economic Strategy and address economic the needs of the SE Business Plan.

Creating sustained inclusive economic growth is at the heart of SE’s Business Plan and collaboration is central to our approach in achieving that aim.

SE Procurement’s services are delivered through working with internal customers, collaborating across the public sector, working with suppliers and ensuring that we have a professional and capable team. We encourage suppliers to provide community benefits, address sustainability within their contracts with us, and to adopt the Real Living Wage. We monitor the number of our contracted suppliers who are Business Pledge accredited and those that are committed to ensuring they do not use zero hours contracts in an inappropriate manner. We also contract with supported businesses where appropriate.

We continuously improve and measure our progress through results from customer surveys, supplier surveys, external evaluation through Scottish Government assessments and delivery of efficiency savings.

In order to ensure a transparent and auditable procurement process, where appropriate, SE uses the national advertising portal, Public Contracts Scotland (PCS), for regulated procurement projects and external framework call offs and we use the Quick Quote facility within PCS for procurement projects under the regulated threshold.

The regulated procurement carried out by SE Procurement complied with the published Procurement Strategy.

http://scotgov.publishingthefuture.info/publication/one-scotland-programme-for-government

http://scotgov.publishingthefuture.info/publication/scotlands-economic-strategy-march-2015

http://scotgov.publishingthefuture.info/publication/scotlands-economic-strategy-march-2015

https://www.scottish-enterprise.com/about-us/what-we-do/business-plan-2015-2018

https://www.scottish-enterprise.com/~/media/se_2013/documents/procurement%20strategy%20for%20publication2.docx?la=en

http://www.legislation.gov.uk/asp/2014/12

Consulting Customers and Suppliers

During the period 2017/18, the SE Procurement team issued surveys to both internal customers and suppliers after each regulated procurement project was concluded. This was in order to gauge the levels of satisfaction with both the service received and the procurement process.

The responses to the internal survey show that the SE Procurement team is meeting our internal customer needs, with 100% of those who replied saying that they felt that the Procurement team added value, worked effectively and were proactive throughout the procurement exercise.

The responses to the supplier survey were equally positive with all the suppliers who responded saying that they felt that the process was clear to follow, that they were fairly and equally treated and were happy with the levels of feedback and service that they received. Some verbatim comments were also included which we have reviewed and taken on board where relevant.

Actual Actual Forecas

tActual

Financial year

15/16 16/17 17/18 17/18

Internal customer satisfaction 100% 100% 97% 100%

Supplier satisfaction - 100% 97% 100%

Further, where appropriate, SE has held supplier events for specific procurement projects in order to help to inform prospective suppliers about the services we are procuring. These have been well received by suppliers and we plan to continue to hold such events when needed.

Working with Customers

Each SE Division has a named Procurement contact who has developed knowledge of the team and its work. We have been carrying out a programme of presentations at team meetings to update internal customers in relation to changes in procurement legislation, to share good practice and to ensure that our internal customers know how we are able to assist them.

In addition to this, we have ensured that all internal customers using Public Contracts Scotland ‘Quick Quotes’ have had recent relevant procurement and system training to make sure that their procurement knowledge is up to date. We require that all people using the system receive this training on an annual basis.

Working with Suppliers

In order to help prospective suppliers, existing suppliers and other stakeholders access procurement information on the Scottish Enterprise website, we have outlined our procurement processes, current framework agreements, advice on collaborative bidding, and highlighted our Sustainable Procurement strategy, our standard terms and conditions and our commitment to the Government’s Suppliers Charter. In addition, we now publish our Procurement Strategy and Forward Plan on scottish-enterprise.com. This information advises suppliers when upcoming SE contracts are likely to be procured.

Further, SE participates in the Scottish Meet the Buyer event each year. This helps prospective and existing suppliers to understand and access public sector procurement and SE procurement opportunities.

Working with Scottish Government and Other Public Bodies

Throughout 2017/18, SE has continued to support and contribute to Scottish Public Sector best practice working groups including the Professional Practice and Development Strategic Forum and the Procurement Collaboration Group. We manage one of the Central Government Sector Best Practice Cluster Groups aimed at sharing relevant knowledge across the sector, and assist, where requested, with Scottish Government User Intelligence Groups for specific collaborative tendering activities.

To ensure that we continue to keep up to date and incorporate current good practice, relevant members of the Procurement team attended the Annual Scottish Procurement Conference, Procurex.

On several large projects, SE has worked with public sector partners, such as councils and universities. Also, we have continued to collaborate with other public sector organisations such as Visit Scotland, Highlands and Island Enterprise, and Glasgow Life. In the period covered by this Annual report we took the lead on eight collaborative procurement exercises, details of which can be found in Appendix 1, and collaborated in other contracts with other partners where they took the procurement lead.

Innovative Procurement

Innovation is a key strategic objective for SE. The SE Procurement team has worked collaboratively with other relevant public sector organisations to develop innovative solutions. Further SE understands that SME’s can often offer innovation as well as value for money, therefore we have worked to reduce barriers to allow SME’s to access SE’s procurement opportunities. We have continued to encourage innovation by using output based specifications, disaggregating requirements and accepting variant bids where appropriate. More widely, we are developing innovative approaches to procurement in partnership with Scottish Government, and are members of the Procurement Innovation Reference Group, assessing the potential for innovative solutions to challenges across the Scottish public sector.

Continuing Improvement

Scottish Government undertakes Procurement and Commercial Improvement Programme (PCIP) assessments across all public sector organisations to ensure continuous improvement through review and benchmarking, and to embed best practice across the public sector procurement community. Areas assessed include leadership and governance,

https://www.scottish-enterprise.com/about-us/transparency/procurement

purchasing processes, and continuous improvement in procurement activity. Most recently, SE underwent a PCIP assessment in early 2016 and achieved the highest rating available.

Professionalising the team

There has been, and will continue to be, a focus on developing the Procurement team professionally in order to ensure that they have both the skills and the knowledge to maximise the benefits of procurement to SE. Of the eleven members of the Procurement team, six are members of the Chartered Institute of Procurement and Supply (MCIPS), with three others working towards obtaining their MCIPS qualifications. In addition to these the Head of Procurement has an MBA with Procurement and the Team Leader has an MSc in Procurement.

To further ensure that we meet the needs of our internal customers, one member of the team is a Chartered Member of the British Institute of Facilities Management (BIFM), with another member who has Level 4 Diploma in Facilities Management. Amongst other relevant qualifications, we have one team member with a BSc in Quantity Surveying, and another member is due to complete a BSc in Quantity Surveying in 2018/19.

Ensuring prompt payment to contractors and their sub-contractors

We are committed to paying our suppliers promptly, and include a clause in our standard terms and conditions stating that we will pay undisputed invoices within 30 days from receipt. Additionally, to ensure that this flows through the supply chain, we have included a further clause stating that any work sub-contracted under the Contract must be subject to a clause requiring the payment of the sub-contractor within 30 days of receipt of a valid invoice.

In November 2008, we implemented a revised policy to pay valid invoices within 10 working days for all suppliers. In the year ended 31 March 2017, Scottish Enterprise paid 80% (2016: 78%) of suppliers’ invoices within the revised standard. The average number of days taken to pay valid invoices during the year was 8.2 days (2016: 8.6 days). We will continue our commitment to pay undisputed invoices within 10 days.

Paying the Real Living Wage through our regulated procurement

SE is a Living Wage accredited organisation. The Scottish Enterprise Business Plan 2015/18 recognised that SE has an important role to play in promoting Scotland’s Business Pledge and creating sustainable economic growth. This is reflected in both our Procurement Strategy and Sustainability Policy. Through the work of the SE Procurement team we are encouraging companies to adopt the Real Living Wage and get involved in their local communities through their provision of contract specific community benefits.

In order to monitor suppliers’ policies in respect to this, we have included an information appendix within our standard Invitation to Tender documents. This requires suppliers to make a declaration in respect to Real Living Wage, zero hours contracts and whether they are Scottish Business pledge accredited.

For period 1/1/17 – 31/3/18

% of contracted suppliers committed1 to paying the Real Living Wage

35%

% of contracted suppliers committed to no inappropriate use of zero hours

45%

% of contracted suppliers with Business Pledge accreditation

10%

Ensuring Value for Money/Efficiency savings

SE is required to assess relevant works contracts for Building Information Modelling (BIM). BIM uses digital technology to improve the sharing and analysis of data during the construction and operational phase of projects. Improving data management and collaboration within projects will significantly improve efficiency and decision making in projects during their life.

SE takes a Whole Life Cost (WLC) approach to assessing projects where appropriate. WLC considers all costs associated with the life of a project from inception to completion and beyond, rather than just initial outlay costs. This longer-term approach leads to better value for money.

More generally, SE Procurement has made efficiency savings on an annual basis over the last five years. SE, using Scottish Government savings guidance, has made cash savings of 3% or above in each of those years through procurement activity. In the 2017/18 financial year, we achieved procurement efficiency savings of 7%.

Actual Actual ForecastActual

Financial year

15/16 16/17 17/18 17/18

Procurement cash savings delivered

(inc. collaborative savings) 8% 8% 8% 7%

Ensuring Health and Safety

1 Over the 100 regulated pieces of procurement activity that have been carried out over the course of the period of the Annual Report we have placed contracts with 110 unique suppliers.

SE has a comprehensive Health and Safety Policy and associated guidance/procedures which relate to staff and contractors. Health and Safety policies and associated information are requested where relevant from suppliers as part of the procurement process. Further health and safety policies are covered in our standard terms and conditions to ensure that suppliers comply with all relevant regulations and best practice.

Where appropriate to the nature of the contract, suppliers are requested to provide more in-depth Health and Safety details along with a risk register to ensure that any issues are highlighted and managed through the duration of the contract.

Ensuring equality

We consider equality throughout our tender processes and comply with legislation. We have carried out an Equality Impact Assessment (EQIA) of the procurement function this year which helps ensure that equality is better reflected in our contracts. This work includes encouraging bids from companies owned by under-represented groups and ensuring that our services serve the needs of under-represented groups in the community more effectively.

Suppliers are required to provide details of any equality policies and systems that they have in place that will be utilised when delivering the contract. This is included in our standard terms and conditions. Discrimination in relation to the treatment of workers in the main contract and sub-contracts is also addressed in tender documentation and our standard terms and conditions.

Realising sustainability

In 2016 SE published its Sustainable Procurement Strategy on scottish-enterprise.com. This sets out how we intend to ensure best practice and to meet our legal and financial obligations as well as achieve wider economic, social and environmental benefits, and consider sustainability through our procurement lifecycle. In 2018/19 SE Procurement will publish an updated Sustainable Procurement Strategy for 2019/22. Also, to further strengthen our commitment to sustainability, a member of the procurement team has recently volunteered to take forward the role of Sustainability Champion to ensure that sustainability is embedded within all relevant work.

In line with the Climate Change Duties, SE Procurement encourages our project managers to act in a way that is most sustainable by asking relevant questions at the outset of a procurement project.

Environmental criteria are included in our requirements and our evaluation of tenders where relevant. As part of this approach, we will continue to consider the whole life cost and environmental impact of construction projects as appropriate including:

• Specifying high BREEAM ratings for sustainable design and construction

• Encouraging recycling and the reuse of materials

• Maximising the use of materials from sustainable sources in accordance with the government buying standards.

• Considering EPC ratings during the procurement of construction contracts where relevant.

Additionally, we will seek to reduce consumption of paper, energy, water and generation of waste where possible, and to reuse or reallocate materials to avoid over-consumption. We also consider Fair Trade or equivalent products wherever relevant, and are working to reduce the use of single use plastics.

Where appropriate to the nature of the tender, sustainability is included in our evaluation criteria. We included socio-economic criteria within 6 regulated procurement exercises during the period of this report.

Improving contract and supplier management

The SE Procurement team have all undertaken specific contract management training. We include contract management guidance and documentation to Project Managers within our processes to ensure they are aware of the guidance within the Procurement Journey as well as specific Key Performance Indicators relevant to the contract. We also require Project Managers to report on specific policy objectives including the delivery of Community Benefits. We continue to work with other teams within SE to further develop contract and supplier management.

Informing Management

A six-monthly management information report is produced by SE Procurement showing the value of in year procurement projects and savings generated. Where applicable, this report informs the upward briefing for senior management and for Scottish Government. During this year, a report on procurement activity in SE has also been reviewed by the SE Board.

Ensuring compliance

The SE Procurement team maintains high standards of compliance with policy and process. We are audited by SE internal Audit several times a year and the results of these audits are consistently positive. No category “A” recommendations have been made in the last 5 years.

In addition, we carry out quarterly audits of non-regulated procurement and where issues are highlighted the Procurement team liaise with the relevant project manager to ensure that these are identified and improvements implemented.

Community Benefits

The Procurement Reform (Scotland) Act requires that public sector organisations include Community Benefits in procurement exercises that have an estimated value of over £4,000,000. Community Benefits can be used to build economic, social and environmental benefits into the delivery of public sector contracts in Scotland. SE goes further than required by the Act, and within our standard invitation to tender for regulated procurement projects SE states that we strongly encourage Community Benefits to be included in tender returns.

During 2017/18 period of the Annual Report, 20 regulated procurement exercises have included community benefits with 32 suppliers having indicated that they will deliver community benefits as a result of having been awarded the SE contracts. Through community benefit clauses that were included in contracts for 2017/18 period, suppliers have

indicated, amongst other things, that they would provide apprenticeships, school workshops and free advice sessions.

Due to the lag between tender submission and completion of contracts, we have yet to record any community benefits resulting from contracts let during the current period, however examples of delivered community benefits from 16/17 include those through the Digital Video Media Framework though which as part of the contract, suppliers delivered community benefits focussed on supporting and providing opportunities for young people and providing video production services to charities.

Working with SME’s, local businesses, supported businesses and the third sector

Our Procurement Strategy supports the SE Business Plan by actively encouraging SMEs to apply for our contracts, splitting larger contracts where appropriate, ensuring equality through our processes and encouraging suppliers to work in a socially responsible manner. Our terms and conditions have been simplified in order to share the risk more equally with our suppliers.

Scottish Government encourages every public body to let at least one contract with a supported business per annum. SE is committed to working with supported business where possible. To this end, SE has called off from the Scottish Government Supported Businesses Framework throughout the 17/18 financial year and has awarded six contracts through the Framework to various suppliers, and a further six were awarded directly to supported businesses, totalling £156,299. We will continue to promote the use of the framework throughout the organisation and to use supported businesses where appropriate.

In addition, members of the SE Procurement team have been attending and participating in the Scottish Government Supported Businesses Engagement seminars.

Actual Actual ForecastActual

Financial year15/16 16/17 17/18 17/18

% contracted spend with SME’s

53% 61% 60% 58%

No. of contracts awarded to a Supported Businesses

3 6 4 22

Summary of procurement activity for 2017/18

The Regulated procurement threshold is £50,000 for goods and services, and £2,000,000 for works; and the current EU thresholds are £181,302 for procurement of goods and services, and £4,551,413 for works. The SE Procurement team works closely with project managers across the organisation managing procurement projects over £50,000. In addition, SE

2 There were 2 regulated procurements, call-offs from the Framework for Supported Businesses, carried out that resulted in 6 contracts with supported businesses.

Procurement advises the wider organisation on a range of procurement issues including procurement exercises under the threshold for regulated procurement.

For the 15-month period covered by this annual report, the team completed 100 regulated procurement exercises; these comprised projects both under and over OJEU threshold, competitive tenders and call-offs from existing frameworks. The team carried out fewer regulated procurements in 17/18 period than in previous years.

Of these, 55 were between the threshold for regulated procurement and the OJEU threshold, and 45 were over the OJEU threshold. Where these were not called off from frameworks, these were procured following either Route 2 or Route 3 from the Procurement Journey as appropriate. Where competitive tendering was used, SE used the open, single stage, process for all procurement projects in 2017/18.

05

101520253035404550

Regulated procurement by route

Open Tender Call off Single tender Extension

Category 10

5

10

15

20

25

30

35

40

Under vs Over OJEU

Open regulated - OJEU OJEU open and aboveFramework call off under OJEU Framework call off over OJEU

Where we progressed via the single tender route there was only one supplier who was able to provide the service, for example stand space at overseas exhibitions where one supplier has sole rights to provide stands to exhibitors.

SE Procurement issued one VEAT notice during this period for work where it would have not made viable economic sense to tender the work competitively. In this instance, the incumbent supplier was deeply embedded in the work involved and it would have been disproportionally difficult and costly to integrate a new supplier to then carry out the decommissioning work involved.

There has been a continued use of both Scottish Government and Crown Commercial Services frameworks over the period, with 30% of regulated procurements being called off from these frameworks. These were split between the use of Scottish Government frameworks, those of the Crown Commercial Services and ones that have been set up by SE directly.

02468

1012141618

Framework call offs

Scottish Governement Crown Commercial Internal

Upcoming Procurement opportunities

In line with requirements, SE updates its forward plan on a six-monthly basis and this is published on scottish-enterprise.com; the most recent version was published in May 2018 with an update scheduled to be published in October 2018. The forward plan is a summary of the regulated procurement that is forecast to be undertaken over the next two years. This has been complied though co-ordination between SE Procurement and the various SE teams. The full plan is included at Appendix 3.

Phil Martin

Head of Facilities Management and Procurement

[email protected]

mailto:[email protected]

APPENDIX 1

Collaborative procurement projects lead by SE during the period 1st Jan 2017 – 31st March 2018

Contract Title Procurement Procedure Collaborative partner Digital Solution for Utilising Feedback Data for Tourism Businesses Route 2 - Open DTS

Legal Services Framework (2016-2020) Route 3 - Open HIE, Clyde Gateway

Sustainable Islands International Route 3 - Open HIE

Destination Development Industry Engagement Contract

Route 2 - OpenVisit Scotland, Glasgow Life

Enterprise Fellowships Training Framework

Route 3 - Open Royal Society of Edinburgh, Biotechnology & Biological Sciences Research Council, Science & Technology Facilities Council

HVDC Business Development Route 3 - Open SSE, HIE, SG

Loch Lomond Shores - Managing Agent Appointment

Route 2 - Open Loch Lomond Shores Management Company Ltd

Entrepreneurial Academy Framework call off HIE

APPENDIX 2

Regulated procurement projects completed in during the period 1st Jan 2017 – 31st March 2018

Ref No.

Contract Title RouteValue ex.

VATStart Date

End Date

Maximum Extension

Appointed Supplier

P13-0071A

Facilities Management - Office Support and Portage Extension £2,400,000 01/06/16 31/05/17 0

Sodexo Limited

P13-0079A

Pensions Investment consultancy advice Extension £59,000 01/04/17 30/06/17 0 Mercer

P13-0080A

Pensions Actuarial and Administration Services Extension £233,000 01/04/17 30/09/17 0

Hymans Robertson

P14-0026-SE11

Low Carbon Infrastructure Project Phase 2 (LCIP2)

Framework call off £2,500,000 01/10/16 31/03/18 0 Mace ltd

P14-0026-SE13

Edinburgh Bioquarter - Additional Modular Units

Framework call off £200,000 12/12/16 31/08/17 0 Faithful+Gould

P16-0006 Postal Services for Scottish Enterprise

Framework call off £180,000 19/06/17 18/06/21 12 months

Royal Mail Group Ltd

P16-0060B AV equipment (for Bellshill) Extension £78,980 01/02/17 28/03/19 0 MiscoP16-0093B Apex Refurbishment Extension £122,250 01/01/16 28/09/16 0

Anchorpoint Interiors

P17-0010

Legal Services Framework (2016-2020)

Competitive - Open £9,500,000 24/12/16 23/12/20 0

Brodies LLP, Burness Paull, CMS Cameron McKenna, Shepperd and Wedderburn

P17-0021Photographic Management Services Framework

Competitive - Open £360,000 23/01/17 22/01/20 12 months

McAteer Photograph Ltd

P17-0027 Strategy Planning Workshops Framework

Competitive - Open £1,462,000 01/04/17 31/03/21 12 months

UXL Ltd, Stratagem

P17-0037 International e-commerce Framework


The Business Trinity Ltd

P17-0045

Edinburgh Bioquarter - Commercial Property Marketing Agent


Savilles UK Ltd, CAM-SCI Knowledge Economy Development Ltd

P17-0059Entrepreneurial Academy

Framework call off £100,000 12/12/16 11/12/17 0 Speakeasy

P17-0063 SE Pension & Life Assurance Scheme – Investment Consulting Services,

Competitive - Open £500,000 01/07/17 31/03/21 12 months KPMG LLP

P17-0064 Pension- Actuarial, Administration and Benefits Services


Hymans Robertson

P17-0073 Facilities Management - Office Support


Sodexo Limited

P17-0077A SE Academy - Hosting

Single Tender £56,100 01/08/17 28/02/18 6 months

CompanyNet Ltd

P17-0090

Innovation Expert Support Framework


See Multiple Supplier Worksheet - 3 single supplier lots

P17-0108Seabraes, Dundee - Spoil Removal Works

Single Tender £61,137 03/10/16 28/10/16 0

D Geddes (Contractors) Ltd

P17-0109Gulfood 2017 – Stand Space

Single Tender £61,897 23/02/17 03/03/17 0 TradeFairs UK

P17-0121Sustainable Islands International


Ricardo-AEA Ltd

P17-0128SE Expenses System

Framework call off £126,500 01/02/17 31/01/19 0

The Access Group

P17-0130 Digital Solution for Utilising Feedback Data for Tourism Businesses

Competitive - Open £60,000 06/01/17 30/06/18 0 STEP

P17-0131-A Seabraes, Dundee - Drainage

Works (revisions and variations) Extension £65,384 30/04/17 29/08/17 0

Caley Construction Limited

P17-0132Energy Park Fife, Environmental Improvement Works


RJ McLeod Contractors Limited

P17- Energy Park Fife - Environmental Extension £160,241 20/11/17 30/04/18 0 RJ McLeod

0132-A ImprovementsP17-0133 F&D Innovation Response -

Innovation InsightsCompetitive - Open £329,000 14/03/17 13/03/20 0

Scotland Food & Drink

P17-0140 Geotechnical Site Investigations, Peterhead

Competitive - Open £41,543 31/01/17 06/03/17 0

Resource and Environmental Consultants Ltd

P17-0142

Managing People for Growth Framework


The Leadership Factory, Moon Development, Connect three solutions

P17-0145 Compressed Book and Video Talk Provision

Competitive - Open £90,000 21/02/17 19/02/21 0 getAbstract

P17-0146Foodex 2017 & 2018 - Stand Design & Build


Rocket Exhibitions & Events Ltd

P17-0151Technical Support Resource

Framework call off £175,000 16/01/17 15/05/17

7 x 2 months

Be-IT Resourcing Ltd

P17-0160Contracts Specialists


Pertemps Scotland

P17-0161Office Furniture for SE Offices

Framework call off £300,000 06/02/17 30/03/17 0 Dovetail

P17-0163Company Investment Diligence


Grant Thornton UK LLP

P17-0166 Offshore Europe 2017 – Stand Space

Single Tender £245,250 27/07/17 10/09/17 0

Reed Exhibitions

P17-0172 Energy Park Fife - Mooring Dolphin Works


Graham Construction

P17-0174

Digital Transformation DesignFramework call off £135,000 27/03/17 26/03/19 18 months

Spring Technology Staffing

P17-0177

Project Development and Management Courses


Elite training and Consultancy Ltd

P17-0181

Business Continuity Extension £57,483 01/07/17 31/6/18 0

Bis-Web Ltd, T/A Clearview Continuity

P17-0182

Market Driven Supply Chain Competitive - Open £831,180 01/06/17 31/05/20 0

Scottish Agricultural Organisation Society Ltd (SAOS)

P17-0184

Risk Capital Market ReportingCompetitive - Open £90,000 29/06/17 31/03/20 0

Young Company Finance

P17-0185Temporary Staff - Innovation Programme Delivery Support


Parity Professionals Ltd

P17-0186 Offshore Technology Conference (Houston, TX) 2017 and 2018 Stand Space

Single Tender £286,000 01/05/17 03/05/18 0

Offshore Technology Conference

P17-0187Provision of a Company Sponsored Cash Benefits Healthcare Plan


Health Shield Friendly Society Ltd

P17-0190Offshore Wind Energy 2017 - Stand Design & Build



P17-0194Chairs for AC and Aberdeen

Framework call off £105,000 09/03/17 31/03/17 0 City Building

P17-0199Assessment of the Potential for a new Scottish Investment Fund


Ascendant Corporate Finance Ltd

P17-0200 Inovo Building, Glasgow - Property Marketing Agent


GVA James Barr

P17-0203 Event Management - Showcasing Scotland


Vision Events (UK) Ltd

P17-0207 Scottish Pavilion at ADIPE C2017, Abu Dhabi International Petroleum Exhibition & Conference – Stand Space

Single Tender £54,600 10/11/17 16/11/17 0 Dmg Events

P17-0209ANUGA 2017 - Stand Design & Build



P18-0001Office Milk Supply Contract


Grahams the Family Dairy

P18-0003 International Investment Database (Re-tender)

Competitive - Open £200,000 18/07/17 17/07/20 12 months Pitchbook Data

P18-0005Enterprise Fellowships Training Framework


Entrepreneurial Business School Ltd

P18-0007Corporate Merchandising Framework £60,000 17/04/17 16/04/19 12 months APS Group

call off (Scotland) LtdP18-0009

Maters Level QualificationSingle Tender £70,000 01/09/17 31/08/21 12 months

Strathclyde Business School

P18-0011Edinburgh Bioquarter - x 2 Additional Modular Units


Extraspace Solutions UK Limited

P18-0013 Destination Development Industry Engagement Contract


Little Bay Trading Ltd

P18-0015

SDI Technical Support FrameworkCompetitive - Open £400,000 01/11/17 31/10/20 12 months

Upper Quartile, Scottish Chamber of Commerce

P18-0017HVDC Business Development

Competitive - Open £229,167 27/11/17 26/11/20 0 Optimat Ltd

P18-0018Utilities - Gas and Electric


Total Gas and Power

P18-0027

Succession Expert Support Framework


Ownership Associates, Co-Ownership Solutions, Baxendale, Harper MacLeod, Henderson Loggie

P18-0028Medica 2017 - Stand Design & Build


JNM Exhibition Services

P18-0032Contract Management Support


Pertemps Scotland

P18-0033Domain Name Management

Competitive - Open £80,000 01/07/17

31/06/2020 12 months Demys

P18-0034

Loch Lomond Shores - Managing Agent Appointment


Saltire Property Management Limited

P18-0037

Arab Health 2018 – Stand SpaceSingle Tender £57,180 01/07/17 15/02/18 0

Association of British Healthcare Industries

P18-0038

Specialist Digital RolesFramework call off £422,400 10/07/17 30/01/18

3 x 2 months

Parity Professionals, Spring Technologies

P18-0043Scottish Maritime Development

Competitive - Open £100,000 11/09/17 10/09/18 12 months Optimat

P18-0048

Seafood Expo Global 2018 - Stand Space

Single Tender £241,500 01/07/17 31/05/18 0

Diversified Business Communications

P18-0049Offshore Technology Conference 2018 – Stand Space

Single Tender £142,000 19/06/17 31/05/18 0

Offshore Technology Conference

P18-0050 Core Digital Channels Transition or Decommissioning (VEAT Notice)

Single Tender £400,000 01/08/17 31/07/18 12 months Dog Digital Ltd

P18-0054Witherspoon Building

Single Tender £60,000 04/07/17 06/08/17 0 Mitie

P18-0055

Workplace Innovation Workshops Framework


The Leadership Factory, Connect Three Solutions

P18-0061

SIB Due DiligenceCompetitive - Open £300,000 22/02/18 21/02/21 12 months

Brian Scoular, Chiene & Tait, Henderson Loggie, Dempster Solutions Ltd, Martin Aitken & Co

P18-0062

Consortium Expert Support Framework


Intend Business development, 4-consulting, SKS Scotland CIC

P18-0064

Low Carbon Energy Market Intelligence Service


Bloomberg Finance LP, Delta Energy & Environment Ltd

P18-0066Mobile World Congress 2018 & 2019 - Stand Design & Build



P18-0068 Energetica Industry Park, Peterhead Competitive £85,004 27/11/17 31/03/18 0 Faithful+Gould

- OpenP18-0070

External Audit Services (Subsidiary Companies + Pension Scheme)


Wylie & Bisset, Johnston Carmichael

P18-0075 Subsea International R&D Platform with Japan

Competitive - Open £68,500 27/11/17 26/11/20 12 months Subsea UK

P18-0076 Provision of information and support for the Global Business Services sector in Scotland


Everest Group Consulting Ltd

P18-0078South of Scotland Property Agent


Graham & Sibbald

P18-0082

Organisational and Workplace Innovation Review Framework


Matrix Management Consultancy LLP, Stratagem, Keylink Partnership, Centre for Team Performance Ltd, The Leadership Factory, Connect 3 Solutions, Shirlaws (UK) No 5 ltd, Moon Developments UK Ltd, Delfinity Ltd, Matrix Management Consultancy LLP, Stratagem, Apleona HSG, Space Solutions (Scotland)

P18-0085SMAS Conference

Framework call off £120,000 12/03/18 31/07/18 0 Speakeasy

P18-0088

Inward Investment Support Framework


Christie Griffiths, French Duncan LLP, Clive Owen LLP

P18-0089CPHI 2018 - Stand Space

Single Tender £70,000 29/08/17 11/11/18 0 UBMi

P18-0092 Offshore Europe 2019 - Stand Space

Single Tender £208,295 01/12/17 06/09/19 0

Reed Exhibitions

P18-0093Wind Energy Hamburg 2018 - Stand Design & Build



P18-0094Design Services


APS Group (Scotland) Ltd

P18-0101Flexible Digital Writing Resource

Competitive - Open £600,000 16/04/18 15/04/20 24 months Blackad

P18-0106

R&D Appraisal ContractorsFramework call off £98,500 05/02/18 22/02/19 0

Parity Professionals Ltd

P18-0110 SE Property Portfolio Cladding Inspections

Single Tender £155,000 29/01/18 23/03/18 0 Sandberg LLP

P18-0114BIO 2018 - Stand Design & Build


JNM Exhibition Services

P18-0119 Scotland is Now Brand - International Media Buying

Framework call off £400,000 19/03/18 31/08/19 0 Carat Scotland

P18-0126

Bellshill Furniture (Q18-029)Framework call off £68,000 28/02/18 31/03/18 0

Matrix, Dovetail, City Building

P18-0128 Asia Pacific Regional Operations - Asia Pacific Supplier & Staff Payment Processing Service

Single Tender £50,000 01/03/18 31/03/19 0

Ben Line Agencies (Japan) Ltd

P18-0129Office Furniture (Q18-030)


City Building, Dovetail

APPENDIX 33

Forward plan of procurement projects expected to take place within the next 24 months.

Title - include any partner organisations

StatusNew/Re-Let

Anticipated Contract Notice Publication Date

Anticipated Contract Award Date

Anticipated Start Date

SETP - Waste Management Re-Let Apr-18 May-18 May-18SETP - Electrical Maintenance Re-Let Apr-18 May-18 May-18Preparing to Export Re-let Apr-18 Sep-18 Oct-18PPDAS Publishing, Print, Design & Associated Services (Exhibitions)

Re-Let Apr-18 May-18 Jun-18

Nine Edinburgh BioQuarter - M&E PPM Re-Let Apr-18 Jun-18 Jul-18Gartcosh Business Interchange - Property Marketing Agent Services

New Apr-18 May-18 Jun-18

Customer Engagement Skills Re-Let Apr-18 Jul-18 Jul-18Courier Service Re-let Apr-18 Aug-18 Sep-18Contract Resource for Digital Transformation Re-Let Apr-18 May-18 May-18

Coaching Skills for Managers Re-Let Apr-18 Sep-18 Sep-18Americas Healthcare Re-let Apr-18 Sep-18 Oct-18Proposed Business Centre, Tweedbank, Galashiels

New May-18 Jun-18 Jul-18

Nine Edinburgh BioQuarter - Cleaning Re-Let May-18 Jun-18 Jul-18Media Buying Scottish Businesses Re-Let May-18 May-18 Jun-18Landscape Architect Consultancy Services Re-let May-18 Jun-18 Jul-18LAGCOE 2018 New May-18 Jun-18 Jul-18Digital Video Media Re-Let May-18 Jul-18 Aug-18ANUGA 2019 New May-18 Jun-18 Jul-18International Sales Growth programme (Complex)

May-18 Jun-18 Jul-18

Unlocking Ambition - Leadership Development Programme

New Jun-18 Sep-18 Sep-18

SETP - Water Management Re-Let Jun-18 Jun-18 Jul-18SETP - Security Re-Let Jun-18 Jun-18 Jul-18

SETP - Cleaning Re-Let Jun-18 Jun-18 Jul-18

SDI Payroll Provision Re-Let Jun-18 Jan-19 Apr-19Planned, Preventative and Reactive Maintenance

Re-Let Jun-18 Feb-19 Mar-19

Nine Edinburgh BioQuarter - Security Re-Let Jun-18 Jul-18 Aug-18

Immigration Services Re-let Jun-18 Dec-18 Dec-18EPF Dredging Consent New Jun-18 Sep-18 Sep-18EPF Coastal Defence - Design New Jun-18 Sep-18 Sep-18Copywriting - customer Re-Let Jun-18 Aug-18 Sep-18Business Infrastructure Engineering Support Framework

New Jun-18 Nov-18 Apr-18

Pacific Quay, Glasgow - Infrastructure Works Site 1

New Jul-18 Nov-18 Nov-18

Media Buying International Re-Let Jul-18 Aug-18 Sep-18

Evaluation of the impacts and benefits of grant support to large companies

New Jul-18 Sep-18 Sep-18

Evaluation of the benefits of SE support to Global Accounts

NewJul-18 Sep-18 Sep-18

EPF Infrastructure Enhancement New Jul-18 Oct-18 Oct-18

Digital Marketing Support Re-Let Jul-18 Aug-18 Sep-18Water and Waste Services Re-Let Aug-18 Jan-19 Feb-19Workplace Innovation - Master classes Sep-18 Mar-19 Apr-19SDI Technical Support Re-let Sep-18 Nov-18 Jan-19

3 As published on the SE website May 2018

SDI Payroll Provision Re-let Sep-18 Mar-19 Apr-19

Resonance Programme - 360 assessments Re-Let Sep-18 Jan-18 Feb-19International Sales Growth programme (Custom & Consumer)

Sep-18 Jan-19 Jan-19

Exhibition Pavilion Framework for Large Country Pavilions with Individual Company Booths

Re-let Sep-18 Feb-19 Mar-19

Exhibition Pavilion Framework for General Sectoral Events


Exhibition Pavilion Framework for Food & Drink, Textiles and Oil & Gas Sectoral Events


Design Guidelines for Pavilions and Exhibitions Stands 2016 Extension Sep-18 Feb-19 Mar-19Market Visit Support Framework Re-let Sep-18 Jan-18 Feb-18

Project Management and development framework

New & re-let Oct-18 Mar-19 Mar-19

Export Advisory Service Framework Re-let Oct-18 Mar-19 Apr-19Talent Scotland programme Immigration & Visa Support Services

Re-Let Nov-18 Feb-19 Apr-19

SMART Financial Due Diligence Re-Let Nov-18 May-19 May-19Print services Re-let/Call

Off Nov-18 May-19 Jun-19

Online Expense System Re-Let Nov-18 Dec-18 Feb-19EPF Coastal Defence - Construction New Nov-18 Jan-19 Mar-19Technical/ Commercial Due Diligence Framework (SMART)

Re-Let Dec-18 Apr-19 Apr-19

R&D Grant Technical Due Diligence Re-Let Dec-18 May-19 Jun-19

Offshore Wind Expert Support Framework Re-Let Dec-18 Mar-19 Apr-19Leadership for Growth and Leadership Essentials Re-Let Dec-18 Mar-19 Apr-19Stationery call off (GSOP) Re-let/Call

Off Jan-19 May-19 May-19

Scottish Enterprise Property Management Services

Re-let Jan-19 Mar-19 Jun-19

Scottish Enterprise Property Asset Valuation Service

Re-let Jan-19 May-19 Jun-19

Offshore Europe 2019 Re-Let Jan-19 Jan-19 Jan-19IP Due Diligence Re-Let Jan-19 Jul-19 Jul-19CDS PR Contract Re-let Jan-19 Apr-19 Apr-19

SE Payroll re-let Feb-19 Jul-19 Jul-19Marketing Expert Support Re-Let Feb-19 May-19 Jun-19Graphic Design Services Re-Let Feb-19 Feb-19 Mar-19

Travel - Meeting room/events Re-let Mar-19 Oct-19 Nov-19Executive Education - SE Scaling Account Companies Re-Let Mar-19 Jun-19 Jul-19Catering - Client suite hospitality Re-Let Mar-19 Sep-19 Oct-19Catering - Catering supplies Re-Let Mar-19 Sep-19 Oct-19

Business Mentoring Re-Let Apr-19 Jul-19 Aug-19

Advanced Certificate in International tradeNew & re-let Apr-19 Oct-19 Nov-19

Tax Services Re-Let May-19 Nov-19 Jan-20

SMAS Resource Re-Let May-19 Sep-19 Oct-19

Relocation servicesRe-let/Call Off May-19 Aug-19 Aug-19

Business Improvement Expert Support Re-Let May-19 Sep-19 Oct-19Consultancy Skills Programme Re-Let Jun-19 Aug-19 Oct-19Business Improvement Academy Re-let Jun-19 Sep-19 Oct-19ICT Expert Support Framework Re-Let Jul-19 Nov-19 Nov-19SEPLAS - Pensions Investment Services Re-Let Aug-19 Feb-20 Feb-20SEPLAs - Pensions - Actuarial and Administration Re-Let Aug-19 Feb-20 Feb-20UK Banking Services Re-Let Sep-19 Dec-19 Apr-20Scottish Property Information Services Re-let Sep-19 Oct-19 Jan-20

Postal Services Re-Let Oct-19 May-20 Jun-20Photographic Management Services (SE Photo Library)

Re-Let Oct-19 Dec-19 Feb-20

Scottish Enterprise Research Databases (EFRS)

Re-Let Nov-19 Apr-20 Apr-20

International Sales Growth Programme Nov-19 Mar-20 Apr-20

Strategy Planning Workshops Re-Let Dec-19 Mar-20 Apr-20

Innovation Expert Support Framework Re-Let Dec-19 Apr-20 Apr-20International Investment Deals Database Re-let Jan-20 Jun-20 Jul-20Facilities Management - Office Services Re-Let Jan-20 Jun-20 Jun-20Cleaning, Waste and Security Re-let Jan-20 Jul-20 Sep-20

Cash benefits Healthcare PlanNew & re-let Jan-20 Jun-20 Jul-20

Managing People for Growth Re-Let Mar-20 Jun-20 Jul-20Catering - Milk Supply Re-let May-20 Aug-20 Sep-20

Occupational Health Services FrameworkNew & re-let Sep-20 Feb-21 Mar-21

SIB Support Services Framework New Nov-20 Jan-21 Feb-21Utilities - Gas Re-let Jan-21 Mar-21 Mar-21Utilities - Electric Re-let Jan-21 Mar-21 Mar-21Document Storage and Archiving Re-Let Nov-21 Mar-22 Jun-22

Manufacturing Action Plan - Future Factory Design

New Q1 - 2018 Q1 - 2018 Q1 - 2018

Tutor Led Development Offering (multiple lots)New & re-let TBC TBC TBC

Offshore Northern Seas (ONS) Conference Exhibition Stand

Re-let/Call Off

TBC TBC Sep-18

International Selling Programme New TBC TBC TBC

HR System New TBC TBC TBCePCS (Credit/Procurement cards) Re-Let TBC TBC TBC

Digital Development offering (Multiple Lots)New & re-let TBC TBC TBC

annual report 2017-2018 (word, 203kb) · web viewfurther, w here appropriate, se ha s held...

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