Estate Management Services Durham

Estate Management Services Durham

The work required under the framework will be split into Lots and include property strategy advice, property services to support the CAPEX/OPEX programme and planning services.

UK-Durham: real estate services

2012/S 122-201981

Contract notice – utilities


Directive 2004/17/EC

Section I: Contracting entity

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

Northumbrian Water Ltd
Northumbrian Water Limited, Boldon House, Wheatlands Way, Pity Me,
For the attention of: John Murray (Senior Buyer)
DH1 5FA Durham
Telephone: +44 8456047468
Fax: +44 1913016269

Internet address(es):

General address of the contracting entity:

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Main activity

I.3)Contract award on behalf of other contracting entities

The contracting entity is purchasing on behalf of other contracting entities: no

Section II: Object of the contract

II.1.1)Title attributed to the contract by the contracting entity:

NW997 Estate Management Services.
II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 14: Building-cleaning services and property management services
Main site or location of works, place of delivery or of performance: Including but not limited to the contracting entity’s operating area in the North East of England and Essex & Suffolk operating areas in the South East of England.

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement

Framework agreement with several operators
maximum number of participants to the framework agreement envisaged: 6
Duration of the framework agreement

Duration in months: 60
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 1 000 000,00 EUR

II.1.5)Short description of the contract or purchase(s):

The contracting entity wishes to establish a framework agreement for the provision of Estate Management Services. The work required under the framework will be split into Lots and include property strategy advice, property services to support the CAPEX/OPEX programme and planning services.
II.1.6)Common procurement vocabulary (CPV)

70000000, 70100000, 70200000, 70300000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no
II.1.8)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots
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:

The contracting entity wishes to establish framework agreements for the provision of estate management services. The framework will be split into 3 Lots (and service providers can tender for work in the North region (NWL), the South region (ESW) or both areas within each lot). The work included (but not limited to) in each Lot is as follows:
Lot 1: Property Management- disposals and acquisitions, residential disposals, strategic property advice and management in both rural and urban areas, commercial work LL&T development and valuations.
Lot 2: Capex and Operational works program – Capex work including Pipelines, CPO and Acquisitions. Compensation negotiations including forensic accounting. Referencing, Section 189 and 159 notices, access negotiations, schedule of conditions all in rural and urban environments.
Lot 3: Planning Services – planning applications, planning appeals, development plans, site appraisals, planning objections, community consultation. Environmental impact assessment preparation, advice and process management. Project and programme management and general planning advice.
II.2.2)Information about options

Options: yes
Description of these options: The duration of the Framework is 3 years with options to extend for a further 2 years dependent upon business.
Needs, markets and performance and will be subject to regular reviews.
The Contracting Entity reserves the option to remove permanently or suspend any service provider at any time who.
Falls below acceptable standards of performance in any respect.
Provisional timetable for recourse to these options:
in months: 36 (from the award of the contract)
II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: 2
In the case of renewable contracts, estimated time-frame for subsequent calls for competition:
in months: 36 (from the award of the contract)
II.3)Duration of the contract or time limit for completion

Duration in months: 36 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Property Management including Disposals and Acquisitions

1)Short description:

Provide general advice on the development of appropriate estate policies and practices suitable to meet the needs of the Company, including the provision of estimates and reports where required. Manage the agricultural estate in accordance with the Company’s policies and strategic objectives to include rent reviews regarding lettings, landlords maintenance and the completion and submission of claims of any grants due. Also, the provision, from time to time, of agricultural advice relevant to the estate or the Companies operations.
Undertake valuation work as requested for asset management purposes, generally in accordance with the appraisal and valuation manual (Red Book) published by RICS.
The Consultant shall, where requested by the Company’s representative, undertake negotiations on behalf of the Company with regard to properties that the Company wishes to lease from landlords, or property which the Company owns and wishes to lease. In conjunction with the Client’s legal adviser, deal with all notices served, or to be served, in respect of the Client’s leased/licensed properties.
Advise the Client of forthcoming rent reviews/lease and licence renewals in sufficient time to allow the implications, both financial and otherwise, to be dealt with and to deal with all negotiations arising. Deal with all matters arising in connection with dilapidations and schedule of conditions.
The Consultant shall, where so requested, undertake lease negotiations and rent reviews in accordance with the Company’s instructions and in accordance with the Chartered Surveyors and Rule Book.
The Consultant shall, where requested by the Company’s representative, undertake acquisition and sales negotiations as directed by the Company.
The Consultant will, on behalf of the Company, arrange for surplus Company premises to be prepared, marketed and disposed of in an efficient and effective way. The Company’s representative will be notified of all offers received and, upon receiving the Consultant’s recommendations, will be responsible for approving the final terms of transactions.
The Company’s representative will be responsible for authorising all expenditures on surplus properties, which may be required in order to enhance sales, e.g. repairs, alterations, planning consents, etc.
The Consultant will maintain a record of all income and expenditure relating to property disposals and will report to the Company’s representative in such form and at such periods to be agreed.
2)Common procurement vocabulary (CPV)

70000000, 70100000, 70200000, 70300000

Lot No: 2 Lot title: Capex and Operational Property Services

1)Short description:

To provide property services to the Company’s Capex programme, to include advice on route or site selection, referencing prior to a pipeline or other works, provision of schedules of condition (if necessary), negotiations with owners and occupiers before, during and after any works, the acquisition of land or interests in land, negotiation of compensation claims, the servicing of statutory notices for pipelines and other works and work associated with a CPO. Also, to provide advice on land and property issues at any stage of a project.
2)Common procurement vocabulary (CPV)

70000000, 70100000, 70200000, 70300000

Lot No: 3 Lot title: Planning Services

1)Short description:

—Planning Applications: Consultation with statutory bodies and local planning authorities, prepare and submit planning application, plans, access statements and supporting documentation. To provide advice and negotiate planning agreements and planning conditions with the local planning authority and other statutory bodies,
—Planning Appeals. Provide advice and guidance on appealing against a decision, prepare and submit an appeal, prepare and submit proofs of evidence and provide technical representation at any examination in public.
—Development Plans. To ensure that that future development interest of the client are safeguarded throughout the Development Plan procedure and to ensure that appropriate monitoring and registration of client interest is lodged, to ensure that development opportunities are not missed and to provide appropriate technical representation at any Examination in Public,
—Site Appraisals – Review and examine the Local Authority Planning Policy and Development Plan process for the scheme and in advance of the planning application advise on the deliverability of the proposed scheme and identify key issues and limitations,
—Planning Objection. Advise, prepare and submit objections to planning applications where the client is needing to prevent development from taking place that may an impact on it’s business,
—Community Consultation To provide advice and ensure that public engagement is undertaken in such a way that it is meaningful, inclusive and brings benefits for the client and others involved in the development scheme or planning process,
—Renewable Energy and Sustainability. To provide planning support and strategic advice,
—Environmental Impact Assessment – provision of advice on strategic approach. Preparation of scoring reports, environmental statements or constituent chapters and management of the process as necessary,
—Project and Programme Management. As part of the planning project to indentify and assist in the sourcing and management of sub-consultants where necessary,
—General Planning Advice.
2)Common procurement vocabulary (CPV)

70000000, 70100000, 70200000, 70300000

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:

Performance Bonds, Parent Company Guarantees or other forms of appropriate security may be required. This will be advised if invited to tender.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

This will be advised if invited to tender.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Applicants must be able to offer a joint and several liability agreement under English law with designated lead entity.
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: This will be 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: This will be set out in the Pre-Qualification Questionnaire.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met: This 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: no

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

IV.2)Award criteria
IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications or in the invitation to tender or to negotiate
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 entity:

IV.3.2)Previous publication(s) concerning the same contract

IV.3.3)Conditions for obtaining specifications and additional documents
IV.3.4)Time limit for receipt of tenders or requests to participate

25.7.2012 – 16:00
IV.3.5)Language(s) in which tenders or requests to participate may be drawn up

IV.3.6)Minimum time frame during which the tenderer must maintain the tender
IV.3.7)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about European Union funds
VI.3)Additional information:

Applicants wishing to participate must request a copy of the prequalification questionnaire and return.
It completed to the Contracting Entity before the deadline stated in IV.3.4. Requests for a copy of the.
Prequalification questionnaire must be submitted to the address (by e-mail only) in I.1. and include the.
1) Full Company Name
2) Main Contact Details (Name, Job Title, E-mail address, Telephone Number)
3) UVDB Registration number (If applicable)
All applicants, whether single applicants or part of a Joint Venture, must request and submit their prequalification.
Questionnaires on an individual basis, with reference made to the proposed Joint Venture partners where this applies. Dates and estimated values shown in this Contract Notice are indicative only at this stage.
Applicants should also be aware that the Transfer of Undertakings (Protection of Employment) Regulations (TUPE) (or its European equivalent) may apply.
The Contracting Entity will be using the Utilities Vendor Database (UVDB) where appropriate as a common system for the registration of applicant’s details. The contracting entity will also be using the UVDB “Verify” process where appropriate to assess applicants capacity in respect of health and safety, quality management and environmental performance. This will be set out in the Pre-Qualification Questionnaire. Applicants who are already registered on the UVDB must check, that by the deadline date for requests to participate, all their company information is correct and the very latest available. UVDB and “Verify” are operated on behalf of the contracting Entity by Achilles Group Ltd. Further details for registration and Verify can be obtained by contacting Achilles on +44 1235820813, emailing or visiting

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:26.6.2012