Strategic Business Partner for Defence Infrastructure Organisation

Strategic Business Partner for Defence Infrastructure Organisation

The scope of the SBP will cover almost all of the activities currently undertaken by DIO, including undertaking strategic asset management of the Ministry of Defence (“MoD”) estate, the day to day management of the MoD estate, managing the delivery of capital projects on behalf of MoD.

UK-Sutton Coldfield: real estate services

2012/S 101-168830

Contract notice

Services

Directive 2009/81/EC

Section I: Contracting authority/entity

I.1)Name, addresses and contact point(s)

Defence Infrastructure Organisation, DE
Defence Infrastructure Organisation, Kingston Road
For the attention of: Mrs Rachel Pearson
B75 7RL Sutton Coldfield
UNITED KINGDOM
Telephone: +44 1748875028
E-mail: DIO-Transformation-SBM@mod.uk

Further information can be obtained from: Defence Infrastructure Organisation, DE
DIO SBM Team, DIO, Kingston Road
Contact point(s): DIO SBM Team
For the attention of: DIO SBM Team
B75 7RL Sutton Coldfield
UNITED KINGDOM
E-mail: DIO-Transformation-SBM@mod.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Defence Infrastructure Organisation, DE
DIO SBM Team, DIO, Kingston Road
Contact point(s): DIO SBM Team
For the attention of: DIO SBM Team
B75 7RL Sutton Coldfield
UNITED KINGDOM
E-mail: DIO-Transformation-SBM@mod.uk

Tenders or requests to participate must be sent to: Defence Infrastructure Organisation, DE
DIO SBM Team, DIO, Kingston Road
Contact point(s): DIO SBM Team
For the attention of: DIO SBM Team – please send a copy to: DIOprocurement@deloitte.co.uk
B75 7RL Sutton Coldfield
UNITED KINGDOM
Telephone: +44 1748875028
E-mail: DIOBP-SBMPQQGroup@mod.uk

I.2)Type of the contracting authority
Ministry or any other national or federal authority, including their regional or local sub-divisions
I.3)Main activity
Defence
I.4)Contract award on behalf of other contracting authorities/entities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Strategic Business Partner for Defence Infrastructure Organisation.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 26: Other services
NUTS code UK
II.1.3)Information on framework agreement
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s):
Real estate services.
Construction project management services.
Business and management consultancy and related services.
Building and facilities management services.
Business organisation services.
Business-development consultancy services.
An executive management team provided by a Strategic Business Partner (“SBP”) will be embedded into existing Defence Infrastructure Organisation (“DIO”), with the ability to provide additional resource where required. The scope of the SBP will cover almost all of the activities currently undertaken by DIO, including undertaking strategic asset management of the Ministry of Defence (“MoD”) estate, the day to day management of the MoD estate, managing the delivery of capital projects on behalf of MoD, managing the provision of MoD training facilities, managing the provision and allocation of MoD housing, managing the MoD’s accommodation and infrastructure PFI/PPP contracts and managing the hard and soft facilities management suppliers to the MoD estate. This will help DIO continue and build upon the transformation programme it is currently undertaking.
II.1.6)Common procurement vocabulary (CPV)

70000000, 71541000, 79400000, 79993000, 79996000, 79411100

II.1.7)Information about subcontracting
The tenderer has to indicate in the tender any share of the contract it may intend to subcontract to third parties and any proposed subcontractor, as well as the subject-matter of the subcontracts for which they are proposed
The tenderer has to indicate any change occurring at the level of subcontractors during the execution of the contract
The contracting authority/entity may oblige the successful tenderer to award all or certain subcontracts through the procedure set out in Title III of Directive 2009/81/EC
The successful tenderer is obliged to specify which part or parts of the contract it intends to subcontract beyond the required percentage and to indicate the subcontractors already identified
II.1.8)Lots
This contract is divided into lots: no
II.1.9)Information about variants
Variants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
Defence Infrastructure Organisation (“DIO”) is the part of the Ministry of Defence (“MoD”) responsible for the management and delivery of the majority of MoD’s infrastructure both in the UK and abroad. MoD’s vision is to transform DIO into a world class public sector infrastructure delivery organisation.
As part of achieving this vision, DIO is seeking a Strategic Business Partner (“SBP”) to help it continue and build upon the transformation programme it is currently undertaking. It is envisaged that an executive management team provided by this SBP will be embedded into the existing DIO organisation, with the ability to provide additional resource where required.
The SBP’s role will include:
— managing DIO’s operations and staff, initially as part of DIO’s existing organisation. It is envisaged that this will include reviewing the organisational structure presently being put in place by DIO to advise on what further efficiencies can be driven from the business, what additional skills are required to deliver DIO’s strategic objectives and the options for providing those skills,
— developing and implementing a strategic asset management plan to increase the utilisation of the estate which will lead to rationalisation and commercialisation opportunities,
— further developing and implementing the transformation of DIO,
— managing existing and new suppliers and other third party arrangements, and,
— developing contracting strategies to drive further efficiencies and deliver better value for money for the MoD across its estate.
Governance of the SBP:
It is expected that, as part of the transformation of DIO, DIO will be reorganised into a delivery organisation (“DIDO”) and a governing authority (“DIGA”) at or shortly after SBP contract award. It is expected that:
— DIGA will be responsible for overseeing and approving the activities of DIDO (incorporating the SBP team) as well as exercising governance over the SBP performance; and,
— the SBP will be expected to manage DIDO.
The proposed respective responsibilities of DIDO and DIGA are set out in Annex 1 of the PIM. Further information on the proposed governance arrangements, including the reporting requirements between DIGA and DIDO, will be provided to Bidders (at the ITN stage).
Scope of Strategic Business Partner.
The scope of the SBP will cover almost all of the activities currently undertaken by DIO, including undertaking strategic asset management of the MoD estate, the day to day management of the MoD estate, managing the delivery of capital projects on behalf of the MoD, managing the provision of MoD training facilities, managing the provision and allocation of MoD housing, managing the MoD’s accommodation and infrastructure PFI/PPP contracts and managing the hard and soft facility management suppliers to the MoD estate. DIO currently deliver these services to the MoD across its UK and international estates.
DIO is presently considering whether to establish a separate legal entity followed by transfer of staff in DIO into that entity. It is currently envisaged that the separate legal entity would be 100 % owned by the Secretary of State. The SBP would be expected to manage that separate entity as part of this role. The decision to move towards an incorporated vehicle would be subject to demonstrating that it represents best value for money, obtaining the necessary departmental and HM treasury approvals, and meeting any legislative requirements. During the procurement, bidders will be requested to document as part of their tender how their approach, and the benefits they would expect to flow from it, would change should DIDO transition into a separate legal entity at a specified date in the future.
The SBP’s capabilities therefore need to include:
— Operational management of an infrastructure organisation,
— People management and development,
— Skills gap analysis and implementation strategies,
— Strategic asset management,
— Change and transformation management,
— Strategic contract management (including hard and soft FM, utilities, capital projects and Private Finance Initiative projects) across a diverse, complex and geographically spread estate with differing user requirements; and,
— Financial management and reporting.
Further information on the current scope of DIO can be found in the Preliminary Information Memorandum.
Estimated value excluding VAT:
Range: between 50 000 000 and 100 000 000 GBP
II.2.2)Information about options
Options: yes
Description of these options: (1) Extension of contract duration by one year (i.e. to a maximum of 11 years) at the sole discretion of the Contracting Authority.
(2) Explosive ordnance clearance group.
(3) Un-armed guarding.
(4) Provision of certain soft FM services on MoD sites that are not currently delivered by DIO that may be transferred into DIO from other TLBs before or during the course of the contract.
(5) Provision of services to any MoD site not currently managed by DIO that may be transferred into DIO from other TLBs before or during the course of the contract.
Additional information is available in the PIM.
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Duration in months: 120 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
Bank and/or parent company guarantees may be required. Further details will be set out in the contract documents.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Details of the conditions relating to financing and payment will be set out in the contract documents.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Applicants will need to demonstrate their experience and technical ability across a broad range of responsibilities. In order to do this, applicants may elect to form consortia. Where the contract is awarded to a consortium, each consortium member may be required to assume joint and several liability for the performance of the contract.
III.1.4)Other particular conditions to which the performance of the contract is subject, in particular with regard to security of supply and security of information:
The applicable conditions will be set out in the contract documents.
III.1.5)Information about security clearance:
Candidates which do not yet hold security clearance may obtain such clearance until: 30.11.2012
III.2)Conditions for participation
III.2.1)Personal situation

Criteria regarding the personal situation of economic operators (that may lead to their exclusion) including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Relevant information and formalities will be set out in the Pre-Qualification Questionnaire.
Criteria regarding the personal situation of subcontractors (that may lead to their rejection) including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Relevant information and formalities will be set out in the Pre-Qualification Questionnaire.

III.2.2)Economic and financial ability

Criteria regarding the economic and financial standing of economic operators (that may lead to their exclusion)

Information and formalities necessary for evaluating if the requirements are met: Relevant information and formalities will be set out in the Pre-Qualification Questionnaire. In addition to the relevant information and formalities the relevant minimum level(s) of standards will also be set out in the Pre-Qualification Questionnaire.
Criteria regarding the economic and financial standing of subcontractors (that may lead to their rejection)

Information and formalities necessary for evaluating if the requirements are met: Relevant information and formalities will be set out in the Pre-Qualification Questionnaire.
Minimum level(s) of standards possibly required: Relevant minimum level(s) of standards will be set out in the Pre-Qualification Questionnaire.

III.2.3)Technical and/or professional capacity

Criteria regarding the technical and/or professional ability of economic operators (that may lead to their exclusion)

Information and formalities necessary for evaluating if the requirements are met:
Relevant information and formalities will be set out in the Pre-Qualification Questionnaire. In addition to the relevant information and formalities the relevant minimum level(s) of standards will also be set out in the Pre-Qualification Questionnaire.
Criteria regarding the technical and/or professional ability of subcontractors (that may lead to their rejection)

Information and formalities necessary for evaluating if the requirements are met:
Relevant information and formalities will be set out in the Pre-Qualification Questionnaire.
Minimum level(s) of standards possibly required
Relevant minimum level(s) of standards will be set out in the Pre-Qualification Questionnaire.

III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service
Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
Negotiated
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 3 and maximum number 4
Objective criteria for choosing the limited number of candidates: The contracting authority will choose a sufficient number of candidates to ensure genuine competition. Candidates will be selected to tender upon the basis of (a) their economic and financial standing and (b) their technical or professional ability. Further details will be set out in the Pre-Qualification Questionnaire (“PQQ”).
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction has been used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
DIO SBP 0001
IV.3.2)Previous publication(s) concerning the same contract

Prior information notice

Notice number in the OJEU: 2012/S 3-004780 of 6.1.2012

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
18.7.2012 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information:

Applicants are invited to attend an industry event on 18.6.2012 in London. At the event speakers from DIO will present key aspects of the DIO transformation and on the procurement process. Attendees will be invited to submit questions ahead of the event which will be answered in an open forum on a no names basis. Please register for the event by emailing DIO-Transformation-SBM@mod.uk by no later than 5pm on 12.6.2012. Please note organisations may be asked to restrict numbers of attendees depending on the level of interest for the event.

The date set out above is provisional and DIO may alter or terminate the outline timetable and procurement process in any way at its sole discretion.
The SBP would be incentivised to out-perform a financial baseline. The authority will not award a contract if no bids offer value for money to the contracting authority.
The authority currently expects to provide in the contract for a series of review points between 3 and 10 years. Further details will be provided at the ITN stage.
DIO currently provides services to other parts of MoD and to other public bodies outside of MoD which are included as part of the list below. It may wish to continue to provide similar services to those and other bodies in the future. Those bodies are:
— Contracting authorities (and any future successors to these organisations): http://www.direct.gov.uk/en/Dl1/Directories/A-ZOfCentralGovernment/index.htm,

— Public corporations,
— British Broadcasting Corporation (BBC),
— BNFL plc,
— Nuclear Decommissioning Authority,
— Royal Mail Group plc,
— United Kingdom Atomic Energy Authority,
— Urenco,
— Partnerships UK,
— Royal Mint,
— Reserve Forces and Cadet Associations,
— Defence Support Group,
— Defence Science and Technology Laboratory (DSTL),
— Met Office,
— UK Hydrographic Office,
— NATS,
— CDC Group plc,
— Working Links Limited,
— British Waterways Authority,
— Ordnance Survey,
— Northern Ireland Water,
— Scottish Water,
— Local quthorities http://www.direct.gov.uk/en/Dl1/Directories/Localcouncils/AToZOfLocalCouncils/DG_A-Z_LG),

— NDPBs http://resources.civilservice.gov.uk/wp-content/uploads/2011/09/PublicBodies2009_tcm6-35808.pdf, http://www.civilservice.gov.uk/jobs/Departments-NDPBs-AtoL/A-toF.aspx,

— National Parks Authorities http://www.nationalparks.gov.uk/,

— Police Forces in the United Kingdom http://www.police.uk/,

— Fire and Rescue Services (including Scotland, Wales and Northern Ireland) http://www.fireservice.co.uk/information/ukfrs,

— NHS Bodies England including acute trusts, ambulance trusts, primary care trusts, care trusts, NHS hospital trusts, foundation trusts, strategic health authorities, mental health trusts, special health authorities, community health councils, local health boards, NHS trusts, including ambulance trusts http://www.dh.gov.uk/en/Aboutus/OrganisationsthatworkwithDH/Armslengthbodies/Categorisationofarmslengthbodies/index.htm, http://www.nhs.uk/servicedirectories/Pages/PrimaryCareTrustListing.aspx http://www.general-practitioners-uk.co.uk/,

— Scottish public bodies,
— Scottish Government http://www.scotland.gov.uk/Home,

— Scottish local authorities http://www.scotland-excel.org.uk/customers/index.asp,

— Scottish Agencies, NDPBs http://www.scotland.gov.uk/Topics/Government/public-bodies/executive-ndpbs,

— Scottish NHS bodies http://www.scotland.gov.uk/Topics/Health/NHS-Scotland/Boards,

— Scottish Police http://www.scottish.police.uk/,

— Scottish Fire and Rescue http://www.dontgivefireahome.com/fire_safety/1347.html,

— Scottish Housing Associations http://www.sfha.co.uk/component/option,com_membersdir/Itemid,149/view,membersdir/,

— Scottish Parliament.
http://www.scottish.parliament.uk/corporate/spcb/index.htm.

— The Scotland Office http://www.scotlandoffice.gov.uk/scotlandoffice/10786.html,

— Welsh Public Bodies National Assembly for Wales, Welsh Assembly Government and Welsh Local Authorities http://www.assemblywales.org/abthome/abt-links.htm, http://new.wales.gov.uk/?lang=en http://www.direct.gov.uk/en/dl1/directories/localcouncils/dg_065241,

— NHS Wales http://www.wales.nhs.uk/ourservices/directory,

— NHS Wales GP practices http://www.wales.nhs.uk/ourservices/directory,

— NI public bodies,
— Northern Ireland Government Departments http://www.northernireland.gov.uk/gov.htm,

— Northern Ireland Public Sector Bodies and local authorities http://www.northernireland.gov.uk/az2.htm,

— Health and social care in Northern Ireland http://www.hscni.net/index.php?link=hospitals, http://www.hscni.net/index.php?link=boards, http://www.hscni.net/index.php?link=agencies, http://www.hscni.net/index.php?link=councils, http://www.centralservicesagency.com/files/currentmedicallists/file/Northern%20Ireland%20Practice%20List.xls,

— Police Service of Northern Ireland http://www.police-information.co.uk/police-directory/view.php?id=31&page=0&cat=6&subcat=31&subsubcat=0, GO Reference: GO-2012525-DCB-3951713.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Defence Infrastructure Organisation, DE
DIO SBM Team, DIO, Kingston Road
B75 7RL Sutton Coldfield
UNITED KINGDOM
E-mail: DIO-Transformation-SBM@mod.uk

VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: To be informed.
VI.4.3)Service from which information about the lodging of appeals may be obtained

Defence Infrastructure Organisation, DE
DIO SBM Team, DIO, Kingston Road
B75 7RL Sutton Coldfield
UNITED KINGDOM
E-mail: DIO-Transformataion-SBM@mod.uk

VI.5)Date of dispatch of this notice:25.5.2012

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