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Notice Summary

UK-Shotts: The John Muir Way: creating a sustainable income stream and developing the brand (v2)
TED32SAUG363831
Central Scotland Green Network Trust
21 August 2019
30 August 2019
Contract Notice - Restricted Procedure
No

Notice Abstract

The Central Scotland Green Network Trust (CSGNT) seeks to engage a consultant with expertise in tourism-related brand development and business planning to develop and implement a revenue-generation business plan for the John Muir Way.The contract will be delivered over an 11 month period from October 2019 and will provide strategic and delivery capacity to achieve the following aims:1. To create new revenue streams and a more financially sustainable model for meeting core costs of managing the John Muir Way – with the aim of generating as a minimum 25,000 GBP per year;2. To develop the values, potential and impact of the John Muir Way brand;3. To create new products, services and opportunities for consumers and businesses to engage with the John Muir Way brand and its values.(PLEASE NOTE: This Contract Notice replaces the previously published AUG362328.)

Notice Details

Contract Notice (below OJEU threshold)

Section I: Contracting Change authority

I.1) Name and addresses

Central Scotland Green Network Trust

Hillhouseridge, Shottskirk Road, Shotts

North Lanarkshire

ML7 4JS

UK

Contact person: Elaine Macintosh

Telephone: +44 1501824199

E-mail: elaine.macintosh@csgnt.org.uk

NUTS: UKM84

Internet address(es)

Main address: http://www.csgnt.org.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA25443

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 sent electronically to:

www.publiccontractsscotland.gov.uk


I.4) Type of the contracting authority

Other: Registered Charity

I.5) Main activity

Environment

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

The John Muir Way: creating a sustainable income stream and developing the brand (v2)

II.1.2) Main CPV code

79413000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The Central Scotland Green Network Trust (CSGNT) seeks to engage a consultant with expertise in tourism-related brand development and business planning to develop and implement a revenue-generation business plan for the John Muir Way.

The contract will be delivered over an 11 month period from October 2019 and will provide strategic and delivery capacity to achieve the following aims:

1. To create new revenue streams and a more financially sustainable model for meeting core costs of managing the John Muir Way – with the aim of generating as a minimum 25,000 GBP per year;

2. To develop the values, potential and impact of the John Muir Way brand;

3. To create new products, services and opportunities for consumers and businesses to engage with the John Muir Way brand and its values.

(PLEASE NOTE: This Contract Notice replaces the previously published AUG362328.)

II.1.5) Estimated total value

Value excluding VAT: 35 000.00 GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

79413000

79400000

79342000

II.2.3) Place of performance

NUTS code:

UKM84


Main site or place of performance:

CSGNT's office / consultant's office

II.2.4) Description of the procurement

PLEASE DOWNLOAD THE TENDER DOCUMENTS FOR FULL DETAILS. SYNOPSIS BELOW. PLEASE NOTE THIS IS A DUAL STAGE TENDER PROCEDURE.

The Central Scotland Green Network Trust seeks a consultant to develop and implement a revenue-generation business plan for the John Muir Way (JMW), to include the following elements, to be researched and delivered over a period no longer than 11 months starting in October 2019.

This work will take a strategic approach to JMW brand and revenue development and will include research, recommendations and delivery of at least the following:

A. Market research of other Long Distance Routes and the income generating activities of those routes, and with consumers and businesses, to inform the work below. Research to be captured in a report and shared with CSGNT.

B. Development of a brand licencing / merchandise strategy and proposed JMW merchandise range – to include brand development work (values and visuals), design visuals, brand manual, recommended trademark categories, brand licencing royalty scale, licence agreement templates, and appropriate approach towards pre-existing unlicensed JMW branded or related goods.

C. Trademark registration of JMW brand in recommended classes as per B above. To include managing TM registration and cost of trademark fees.

D. Recruitment via tender of a third party to produce a JMW merchandise range and fulfil orders under licence agreement with appropriate royalties. Securing of retail outlets. Working with CSGNT staff to embed the management of sales/revenue. Negotiating appropriate agreements with producers of pre-existing JMW branded goods. (Or delivery of other recommended approach to JMW merchandise.)

E. Research and identify an appropriate model and charging structure for business listings on JMW website, and work with CSGNT project staff to target appropriate businesses.

F. Work with CSGNT staff and web agency to identify the operational requirements and running costs of the paid-for listings function on the website, and to embed within CSGNT operations.

G. Development of a sponsorship strategy, and action to secure initial sponsor/s in 2020.

H. Explore how best to maximise opportunity for the JMW (specifically around revenue-generation) by linking up with surrounding attractions and activities close to the route.

I. Consideration and recommendations on other fundraising and revenue generation activity, in the context of the JMW specific market.

J. Financial projections, both income and expenditure for at least 5 years, for all elements above.

K. An analysis of likely ongoing costs including any licenses and maintenance etc.

L. A comprehensive risk assessment and mitigation strategies.

M. Templates and training for ongoing implementation by CSGNT (e.g. brand licencing/royalty agreement and sponsorship pitch).

The budget available for this contract is 35,000 GBP exclusive of VAT. Please see the Tender Brief for details of supporting budget allocations in addition to the contract budget.

The deadline for Pre-Qualification Questionnaire submission is 10:00 on Friday 30th August 2019.

For those invited to submit full tenders, the deadline for Tender submission will be 10:00 on Tuesday 24th September 2019.

PQQs and Tenders must be submitted electronically via the Public Contracts Scotland website Electronic Post Box.

Any questions on the PQQ and Tender Brief should be submitted by 12:00 on Monday 26th August 2019 via the PCS website.

Please download the Tender Brief, Supporting Information and Pre-Qualification Questionnaire for full details and to participate.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 35 000.00 GBP

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

Duration in months: 11

This contract is subject to renewal: Yes

Description of renewals:

Renewal is not planned, but the buyer retains the option to extend the contract to reflect operational requirements or opportunities.

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

Envisaged minimum number: 5

Objective criteria for choosing the limited number of candidates:

Pre-Qualification Questionnaires will be assessed by CSGNT and a shortlist selected of those which demonstrate the strongest relevant experience and resources to deliver the contract.

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

Identification of the project:

Scottish Government LEADER Programme 2014-2020

II.2.14) Additional information

This Contract Notice replaces the previously published Notice AUG362328 which was a single stage procedure for the same scope of work. That notice has been cancelled and re-issued here as a dual stage procedure due to high interest noted. There are no changes to the Statement of Requirements within the Tender Brief.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

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

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Restricted procedure

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

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

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

Date: 30/08/2019

Local time: 10:00

IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 09/09/2019

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

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=594891.

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.

(SC Ref:594891)

VI.4) Procedures for review

VI.4.1) Review body

Central Scotland Green Network Trust

Hillhouseridge, Shottskirk Road, Shotts

North Lanarkshire

ML7 4JS

UK

Telephone: +44 1501822015

Internet address(es)

URL: http://www.csgnt.org.uk

VI.5) Date of dispatch of this notice

21/08/2019