Contract for the Provision of Professional Services
Surveyors; Employers Agents; M&E Consultants; Development Consultants; Planning Consultants; Project Managers; Structural Engineers; Clerk of Works; Condition and Valuation Surveys.
UK-London: Architectural, construction, engineering and inspection services
2013/S 105-180252
Contract notice
Services
Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Genesis Housing Association Ltd
Capital House, 25 Chapel Street
Contact point(s): Procurement Department
For the attention of: John Carey
NW1 5DT London
UNITED KINGDOM
Telephone: +44 2075630120
Internet address(es):
General address of the contracting authority: http://www.genesisha.org.uk
Address of the buyer profile: http://www.mytenders.org/search/Search_AuthProfile.aspx?ID=AA4662
Further information can be obtained from: Genesis Housing Association Ltd
Capital House, 25 Chapel Street
Contact point(s): Procurement Department
For the attention of: John Carey
NW1 5DT London
UNITED KINGDOM
Telephone: +44 2075630120
Internet address: http://www.genesisha.org.uk
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Genesis Housing Association Ltd
Capital House, 25 Chapel Street
Contact point(s): Procurement Department
For the attention of: John Carey
NW1 5DT London
UNITED KINGDOM
Telephone: +44 2075630120
Internet address: http://www.genesisha.org.uk
Tenders or requests to participate must be sent to: Genesis Housing Association Ltd
Capital House, 25 Chapel Street
Contact point(s): Procurement Department
For the attention of: John Carey
NW1 5DT London
UNITED KINGDOM
Telephone: +44 2075630120
Internet address: http://www.genesisha.org.uk
I.2)Type of the contracting authority
Body governed by public law
I.3)Main activity
Housing and community amenities
I.4)Contract award on behalf of other contracting authorities
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:
Contract for the Provision of Professional Services.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 12: Architectural services; engineering services and integrated engineering services; urban planning and landscape engineering services; related scientific and technical consulting services; technical testing and analysis services
Main site or location of works, place of delivery or of performance: London, South East and East England.
NUTS code UKI
Service category No 12: Architectural services; engineering services and integrated engineering services; urban planning and landscape engineering services; related scientific and technical consulting services; technical testing and analysis services
Main site or location of works, place of delivery or of performance: London, South East and East England.
NUTS code UKI
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
This contract is for the procurement of a public contract. GHA is seeking to procure an enabling, innovative, creative and strategic professional services supplier to invest in and develop a range of strategic professional services built around co-created service delivery and combined out comes. The professional services will comprise:
— Surveyors;
— Employers Agents;
— M&E Consultants;
— Development Consultants;
— Planning Consultants;
— Project Managers;
— Structural Engineers;
— Clerk of Works;
— Condition and Valuation Surveys.
The required service will be flexible and agile in order to meet both current and future pipeline requirements as well GHA’s more constant (but potentially changing) Repairs and Maintenance (“R&M”requirements.
The Contract is for a period of 5 years commencing on or around 18.9.2013, with the option, excercisable at GHA’s discretion to extend the contract for a period of up to 3 years, intially and subsequently for a further period up to 2 years. The total maximum length of the contract is 10 years.
The principal requirements under this Contract are anticipated to be as follows:
— Provision of the professional services as set out above (i.e. – Surveyors, Employers Agents, M&E Consultants,Development Consultants, Planning Consultants,Project Managers,Structural Engineers, Clerk of Works, Condition and Valuation Surveys);
— Identification and promotion to GHA of new land/development opportunities.
— Continuous improvement and efficiency over the lifetime of the Contract to allow for a reduction in GHA annual expenditure and whole life costs.
— Added value, insight, account management and investment.
— In respect of GHA’s current properties (approximately 34,000) and pipleline developmnents (approximately 3000 homes) provide strategic professional services and associated support (working with GHA) on the basis of existing programmes during the first two years of the contract but thereafter to have the flexibility to expand to support the shaping and delivery of GHA’s wide investment strategy thereafter;
— To work in partnership with GHA to develop, refine and deliver, GHA’s Markets and Portfolio (“M&P”) business strategy and products over a number of years to meet GHA’s objectives in relation of quality of service to customers and sound management of its operational assets;
— Promote new investment opportunities (tailored to GHA’s busines model) both within the existing asset base and for new land/regeneration opportunities;
— Provide GHA with the tools and information to make informed investment decisions about its assets and growth;
— Support the attainment of the GHA standard for all new developments by driving forwards Whole Life Costing and Energy Efiiciency across the asset lifecycle.
The successful supplier will be required to;
— Have an appreciation of GHA’s business and service requirements and an appetite to deliver them effectively inlcuding a flexibility in working within GHA’s overall customer and corporate approach to its business.
— Have a willingness and ability to work alongside GHA employees in M&P and Communities where there maybe a limited distinction between services provided by GHA employees and services provided by supplier
employees;
— Co-create and assist GHA shape and develop its investment stratergy and support its delivery from Summer 2014 onwards;
— Have a large and multiskilled discipline service which can operate flexibly to meet GHA’s changing priorities and the variable volumes, scale and complexity of new development schemes;
— To support GHA to better respond and react to changes in the wider property market.
— At an organisational and personal level, the ability to develop trusted working realtionships with GHA employees.
It is anticipated that the core requirements in relation to the professional services that maybe included in the contract will comprise the following;
Surveyors – General building surveying services, as well as a cost consultant elements which includes; Feasibility Studies and Conceptual Estimating; Project Budgeting; Cost Planning / Cost Control Estimates; Assembly of Tender Packages; Tender Review and Contractor Selection; Review and recommendation of Project Progress Payments; Review and Negotiation of Change Orders and Contractual Claims
Employers Agents – Part project manager, part contract administrator and part cost manager. Under a typical design-and-build contract, the EA undertakes all duties on the employer’s behalf. Beyond specific contractual duties, EAs can have much wider roles as lead consultants, managing projects day-to-day.
M&E Consultants – Mechanical and Electrical services, in relation to plumbing, mains infrastructure (lifts, gas etc) and general engineering services for both existing stock and new build construction projects.
Development Consultants – Technical analysis for a wide range of development issues on a project.
Planning Consultants – Technical analysis for a wide range of planning and design issues on a project, including specialist areas such as: a)Town and country planning; b) Urban design; and c) Landscape architecture / landscape management.
Project Managers – Project Management services for inception of a project, through feasibility stages and funding advice, to the procurement, delivery and handover of any construction scheme.
Structural Engineers – Structural engineers support Genesis to design the build projects, choose appropriate materials to meet design specifications, inspecting the work and advising contractors.
Clerk of Works – The role is primarily to represent the interests of Genesis in regard to ensuring quality of both materials and workmanship is in accordance with the design information such as specification and engineering drawings.
Condition and Valuation Surveys – Stock condition surveys are a basic asset management strategy, and are used by Genesis to ascertain the condition of its stock and predict its future investment and maintenance requirements. Valuation surveys are used to appraise the value of Genesis’ portfolio or individual units with a view to disposals or loan securitisation.
NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at http://www.myTenders.org/Search/Search_Switch.aspx?ID=105407
— Surveyors;
— Employers Agents;
— M&E Consultants;
— Development Consultants;
— Planning Consultants;
— Project Managers;
— Structural Engineers;
— Clerk of Works;
— Condition and Valuation Surveys.
The required service will be flexible and agile in order to meet both current and future pipeline requirements as well GHA’s more constant (but potentially changing) Repairs and Maintenance (“R&M”requirements.
The Contract is for a period of 5 years commencing on or around 18.9.2013, with the option, excercisable at GHA’s discretion to extend the contract for a period of up to 3 years, intially and subsequently for a further period up to 2 years. The total maximum length of the contract is 10 years.
The principal requirements under this Contract are anticipated to be as follows:
— Provision of the professional services as set out above (i.e. – Surveyors, Employers Agents, M&E Consultants,Development Consultants, Planning Consultants,Project Managers,Structural Engineers, Clerk of Works, Condition and Valuation Surveys);
— Identification and promotion to GHA of new land/development opportunities.
— Continuous improvement and efficiency over the lifetime of the Contract to allow for a reduction in GHA annual expenditure and whole life costs.
— Added value, insight, account management and investment.
— In respect of GHA’s current properties (approximately 34,000) and pipleline developmnents (approximately 3000 homes) provide strategic professional services and associated support (working with GHA) on the basis of existing programmes during the first two years of the contract but thereafter to have the flexibility to expand to support the shaping and delivery of GHA’s wide investment strategy thereafter;
— To work in partnership with GHA to develop, refine and deliver, GHA’s Markets and Portfolio (“M&P”) business strategy and products over a number of years to meet GHA’s objectives in relation of quality of service to customers and sound management of its operational assets;
— Promote new investment opportunities (tailored to GHA’s busines model) both within the existing asset base and for new land/regeneration opportunities;
— Provide GHA with the tools and information to make informed investment decisions about its assets and growth;
— Support the attainment of the GHA standard for all new developments by driving forwards Whole Life Costing and Energy Efiiciency across the asset lifecycle.
The successful supplier will be required to;
— Have an appreciation of GHA’s business and service requirements and an appetite to deliver them effectively inlcuding a flexibility in working within GHA’s overall customer and corporate approach to its business.
— Have a willingness and ability to work alongside GHA employees in M&P and Communities where there maybe a limited distinction between services provided by GHA employees and services provided by supplier
employees;
— Co-create and assist GHA shape and develop its investment stratergy and support its delivery from Summer 2014 onwards;
— Have a large and multiskilled discipline service which can operate flexibly to meet GHA’s changing priorities and the variable volumes, scale and complexity of new development schemes;
— To support GHA to better respond and react to changes in the wider property market.
— At an organisational and personal level, the ability to develop trusted working realtionships with GHA employees.
It is anticipated that the core requirements in relation to the professional services that maybe included in the contract will comprise the following;
Surveyors – General building surveying services, as well as a cost consultant elements which includes; Feasibility Studies and Conceptual Estimating; Project Budgeting; Cost Planning / Cost Control Estimates; Assembly of Tender Packages; Tender Review and Contractor Selection; Review and recommendation of Project Progress Payments; Review and Negotiation of Change Orders and Contractual Claims
Employers Agents – Part project manager, part contract administrator and part cost manager. Under a typical design-and-build contract, the EA undertakes all duties on the employer’s behalf. Beyond specific contractual duties, EAs can have much wider roles as lead consultants, managing projects day-to-day.
M&E Consultants – Mechanical and Electrical services, in relation to plumbing, mains infrastructure (lifts, gas etc) and general engineering services for both existing stock and new build construction projects.
Development Consultants – Technical analysis for a wide range of development issues on a project.
Planning Consultants – Technical analysis for a wide range of planning and design issues on a project, including specialist areas such as: a)Town and country planning; b) Urban design; and c) Landscape architecture / landscape management.
Project Managers – Project Management services for inception of a project, through feasibility stages and funding advice, to the procurement, delivery and handover of any construction scheme.
Structural Engineers – Structural engineers support Genesis to design the build projects, choose appropriate materials to meet design specifications, inspecting the work and advising contractors.
Clerk of Works – The role is primarily to represent the interests of Genesis in regard to ensuring quality of both materials and workmanship is in accordance with the design information such as specification and engineering drawings.
Condition and Valuation Surveys – Stock condition surveys are a basic asset management strategy, and are used by Genesis to ascertain the condition of its stock and predict its future investment and maintenance requirements. Valuation surveys are used to appraise the value of Genesis’ portfolio or individual units with a view to disposals or loan securitisation.
NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at http://www.myTenders.org/Search/Search_Switch.aspx?ID=105407
The awarding authority has indicated that it will accept electronic responses to this notice via a ‘Tender Submission Postbox’ facility. Further details of this facility are available at http://www.myTenders.org/PostBox/Postbox_Explain.aspx?ID=105407
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. The postbox closes precisely at the time stated.
II.1.6)Common procurement vocabulary (CPV)
71000000, 71540000, 71530000, 71520000, 71510000, 71500000, 71410000, 71400000, 71310000, 71300000, 71250000, 71240000
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: no
II.1.9)Information about variants
Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
The range set out below reflects the full possible contract term of an intial period of 5 years plus, at GHA’s discretion, additional optional periods of 3 years and 2 years making a possible total of 10 years.
Estimated value excluding VAT:
Range: between 44 000 000 and 58 000 000 GBP
Estimated value excluding VAT:
Range: between 44 000 000 and 58 000 000 GBP
II.2.2)Information about options
Options: yes
Description of these options: It is anticipated that the Contract will be for an initial period of 5 years with an option, exercisable at GHA’s discretion to extend the contract for a period of up to 3 years intially, and subsequently for a further period of up to 2 years. The total possible contract period will be 10 years.
Provisional timetable for recourse to these options:
in months: 60 (from the award of the contract)
Description of these options: It is anticipated that the Contract will be for an initial period of 5 years with an option, exercisable at GHA’s discretion to extend the contract for a period of up to 3 years intially, and subsequently for a further period of up to 2 years. The total possible contract period will be 10 years.
Provisional timetable for recourse to these options:
in months: 60 (from the award of the contract)
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Starting 18.9.2013. Completion 17.9.2023
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
Parent company guarantees, deposits, bonds or other forms of appropriate security may be required for the Contract. Further details will be included in the tender documents.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
GHA will require the Contract to be with a legal entity. It reserves the right to require groupings of contractors to take a particular legal form or to require a single contractor to take primary liability. Members of any consortium shall be jointly and severally liable. Legal bodeis shall be companies, partnerships or joint ventures.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: As set out in the pre-qualification questionnaire.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: As set out in the pre-qualification questionnaire.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required:
As set out in the pre-qualification questionnaire.
As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required:
As 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
III.3.2)Staff responsible for the execution of the service
Section IV: Procedure
IV.1)Type of procedure
IV.1.1)Type of procedure
Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 5: and maximum number 7
Objective criteria for choosing the limited number of candidates: As set out in the Pre-Qualification Questionnaire.
Objective criteria for choosing the limited number of candidates: As set out in the Pre-Qualification Questionnaire.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
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 will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
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
1.7.2013 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
5.7.2013
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders
Section VI: Complementary information
VI.1)Information about recurrence
VI.2)Information about European Union funds
VI.3)Additional information
GHA is seeking a single strategic partner for the duration of the contract but there will be a period of transition during which professional services commissioned by GHA prior to the commencement of the contract will continue to be delivered by the existing service supplier.
This, the requirements of the business and drivers to seek best value throughout the contract period mean that there maybe fluctuation in spend, both up and down,within the the lifetime of the contract. It is for those invited to tender to satisfy themselves as to the position but it is the intitial view of GHA that the Transfer of Undertakings (Protection from Employment) Regulations 2006 will not apply to the Contract.
Although the majority of services under this contract will be delivered in London – and therefore the main NUTS code is UKI, services will also be provided in East of England, UKH, the South East of England UKJ and the East Midlands UKF.
GHA proposes to hold a market information day on 6.6.2013. Attendance at the market information day is by invitation only and interested organisations should contract GHA at at the following email address john.carey@genesisha.org.uk
This, the requirements of the business and drivers to seek best value throughout the contract period mean that there maybe fluctuation in spend, both up and down,within the the lifetime of the contract. It is for those invited to tender to satisfy themselves as to the position but it is the intitial view of GHA that the Transfer of Undertakings (Protection from Employment) Regulations 2006 will not apply to the Contract.
Although the majority of services under this contract will be delivered in London – and therefore the main NUTS code is UKI, services will also be provided in East of England, UKH, the South East of England UKJ and the East Midlands UKF.
GHA proposes to hold a market information day on 6.6.2013. Attendance at the market information day is by invitation only and interested organisations should contract GHA at at the following email address john.carey@genesisha.org.uk
Places are limited and therefore invitations are not guaranteed.
(MT Ref:105407)
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
High Court
Royal Courts of Justice, The Strand
WC2A 2LL London
UNITED KINGDOM
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: The contracting authority will incorporate a minimum 10 calendar day standstill period at the point thatinformation on the award of contract is commnunicated to tenderers. Applicants who are unsuccessful shall beinformed by GHA as soon as posisble after the decision has been made as to the reasons why the Applicantwas unsuccessful. If an appeal regarding the award of a contract has not been successfully resolved, the PublicContracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or who areat risk of harm by a breach of the rules to take action. Any such action must be brought within the applicablelimittion period. Where a contract has not been entered into, the Court may order the setting aside of the awarddecision or order the contracting authority to amend any document and may award damages. If the contracthas been entered into the court may depending on the circumstances award damages, make a declaration ofineffectiveness, order the contracting authority to pay a fine, and/or order that the duration of the contract beshortened. The purpose of the standstill period referred to above is to allow parties to apply to the Courts to setaside the award decision before the contract is entered into.
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:31.5.2013