Isle of Wight NHS Strategic Estates Partnership

Isle of Wight NHS Strategic Estates Partnership

The Isle of Wight NHS Trust is seeking a partner (the Partner) to enter into a Strategic Estates Partnership to provide an intelligent estates strategy function to assist the Trust with estates rationalisation; capital programme planning, financing, procurement and construction project management.

United Kingdom-Newport: Architectural, construction, engineering and inspection services

2014/S 004-003932

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Isle of Wight NHS Trust
St Marys Hospital, Parkhurst Road, Isle of Wight
Contact point(s): South of England Procurement Services (formerly Solent Supplies Team
For the attention of: Sara White
PO30 5TG Newport
UNITED KINGDOM
Telephone: +44 1489779613
E-mail: sara.white@soeprocurement.nhs.uk
Fax: +44 1489781779

Internet address(es):

General address of the contracting authority: www.iow.nhs.uk

Address of the buyer profile: www.solentsupplies.nhs.uk

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

Specifications and additional documents (including documents for competitive dialogue and 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)Type of the contracting authority

Body governed by public law
I.3)Main activity

Health
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:

Isle of Wight NHS Strategic Estates Partnership.
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: The Trust’s estate, property portfolio and locations of service delivery throughout the partnership period. This will predominately focus on the Trust’s estate on the Isle of Wight but may potentially also include other sites acquired and used in respect of the Trust’s activities.
NUTS code UK

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)

The Isle of Wight NHS Trust (the Trust) is seeking a partner (the Partner) to enter into a Strategic Estates Partnership (a SEP) to provide an intelligent estates strategy function to assist the Trust with estates rationalisation; capital programme planning, financing, procurement and construction project management; and also strategic transformation planning; procurement and contract management of associated FM services.
These services will be provided to the Trust through the establishment of a joint venture body (JV) between the Trust and the Partner.
The Trust operates from one main acute site, St Mary’s Hospital and 19 other NHS and non-NHS sites across the Island. The largest site is St Mary’s Hospital site which covers 24,6 hectares including agricultural land to the north of the hospital. A total of 52 buildings at St Mary’s provide a combined gross floor area of 52 006m2. These buildings differ significantly in terms of the age profile and, linked to this, suitability for modern health care services (the oldest building dates back to circa 1785).
The Priority Services (more particularly described below) will be transferred to the Partner upon appointment of the successful Partner or shortly thereafter to be performed by the Partner through the JV. Responsibility for procuring, co-ordinating and managing the provision of Secondary Services (more particularly described below) through the JV may be transferred to the Partner during the term of the partnership.
The Partner will be expected deliver Priority Services consisting of:
(1) Strategic Business and Estates Services – including the provision of consultancy support services in providing estates strategy advice and the preparation, review and updating of a partnership business plan to cover the proposed need, phasing of service transformation at the Trust’s estate and the timing of the delivery of any proposed new projects or refurbishment projects to deliver capital requirements (‘New Projects’). The Partner is also expected to provide access to, arrange and deliver private sector capital where required to finance New Projects. New Projects may involve (but are not limited to) capital works; refurbishment works; disposal and/or acquisition of land; facilities to support NHS services, related health and social care services as well as commercial developments.
Initial New Projects may potentially include:
— The delivery of a new reception centre at St Mary’s Hospital (including third party income generation opportunities)
— The delivery of a sub acute facility at St Mary’s Hospital for post acute care and rehabilitation.
— The delivery of a retirement village.
(2) Integrator Services – including the provision of the operational project management services in procuring, co-ordinating and managing external contractors engaged to deliver any proposed and approved New Projects to deliver capital requirements for works, fabrication or traditional estate project procurements and also any external contractors required to deliver Secondary Services approved by the Trust. The Partner’s Integrator Services role may also include providing operational procurement consultancy services in co-ordinating, managing and conducting procurements observing EU procurement principles to appoint a supply-chain to the JV to deliver those services; and
The Partner may be required to plan, procure, co-ordinate and manage Secondary Services which may include:
(1) Facility Support Services – which may include Facilities Management and Helpdesk; Energy Management (and incidental energy generation); Catering; Cleaning; Laundry; Parking and Traffic Management; Security; Portering; Pest Control; Grounds and Gardens Maintenance; and Clinical and General Waste; and
(2) IT, Information and Records Support Services – which may include Medical records storage/retrieval ICT; and
(3) Corporate Back Office Services.
To ensure value for money is achieved at the time when projects are commenced and services required, (and in observing EU procurement principles on behalf of the Trust) it is expected that the JV, via a secondary procurement, will competitively tender the supply chain for each New Project or Secondary Service required. The Partner (through the JV) will therefore provide an integrator role in procuring and coordinating these third-party providers to deliver schemes and services for the benefit of the Trust.
The opportunity is to provide a strategic, development, investment, procurement, project management and contract management role in delivering capital projects and transforming services but the scope does not include the performance of delivering the detailed design and construction aspects of the New Projects or the performance of Secondary Services themselves.
The JV partnership with the successful Partner will be for a period of 15 years with an option (at the sole discretion of the Trust) to extend the contract for a further 5 years.
The Trust is also interested in the JV seeking other commercial and income generation opportunities in the public and private sector market over the long-term.
Further details of the opportunity are provided in the memorandum of information accompanying the pre-qualification questionnaire (see section VI.3 (Additional Information) for details of how to obtain these).
II.1.6)Common procurement vocabulary (CPV)

71000000, 71247000, 79420000, 79000000, 70332200, 75100000, 72100000, 77314000, 90524000, 85140000, 90500000, 90713000, 90524200, 79996100, 79996000, 71315300, 70332000, 72000000, 70332100, 71500000, 70330000, 79212000, 50324000, 71510000, 71314200, 90922000, 70331000, 79418000, 98311100, 79999100, 79993000, 70110000, 90911200, 90712000, 79414000, 79994000, 71410000, 75112000, 50700000, 71315400, 98351000, 55520000, 70320000, 71520000, 79710000, 85110000, 71530000, 71541000, 71324000, 79995100, 98341120, 79410000, 79419000, 79211110, 75122000, 50710000, 71315210, 85100000, 66000000

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: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

The potential value of New Projects which may be required to be delivered during the partnership is estimated to be between GBP 5k and GBP 25m.
The potential value of Secondary Services which the SEP (through the JV) may be required to manage during the partnership is estimated to be in the region of between 500 000 and 3,7m GBP per annum based on the value of current services.
The potential return to the SEP from delivering developed assets and providing services will depend on many commercial factors including (but not limited to) the number of schemes and services approved by Trust to be managed by the JV, the performance of the SEP, market conditions, and the arrangements for financing activities and sharing returns agreed between the Trust and the SEP in establishing the JV. The Trust will be under no obligation to transfer any Secondary Services to the Partner and the Partner shall enjoy no exclusivity to deliver or manage any of the Trust’s Priority Services, Secondary Services or New Projects.
Bidders should seek independent legal and commercial advice in relation to the potential value of the opportunity of the scheme as a whole.
II.2.2)Information about options

Options: yes
Description of these options: The contract between the Trust and the SEP will be for an initial term of 15 years with an option to extend (exercisable during the initial term) for a further 5 years.
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Duration in months: 240 (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:

The Trust reserves the right to require deposits, guarantees, bonds or other forms of appropriate security.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Details will be set out in the Invitation to Participate in Competitive Dialogue (ITPD) and/or the contractual documentation and will be developed throughout the competitive dialogue procedure.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Expressions of interest in response to this contract notice may be submitted by a single bidder or a consortium. The Trust reserves the right to require groupings of contractors to take a particular legal form or to require a single contractor to take primary liability or to require that each party undertakes joint and several liabilities.
It is expected that a corporate JV will be established with the Partner to deliver the services. This may also include the JV establishing special purpose vehicles (SPVs) for the delivery of specific projects.
The Trust expects to be able to establish a corporate JV through statutory powers it will acquire if Monitor approves its Foundation Trust status. However, it may be necessary for the services and scheme objectives to be delivered through a contractual JV structure during any interim period before the intended migration to a long-term corporate JV arrangement.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The Partner may be required to actively participate in the achievement of social and/or environmental policy objectives relating to recruitment and training and supply-chain initiatives. Accordingly contract performance conditions may relate in particular to social and environmental considerations.
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: In accordance with Articles 45 to 50 of Directive 2004/18/EC and Regulations 23 to 25 of the Public Contracts Regulations 2006 and as set out in the pre-qualification questionnaire (see section VI.3 (Additional Information) for how to obtain this).
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: In accordance with Article 47 of Directive 2004/18/EC and Regulation 24 of the Public Contracts Regulations 2006 and as set out in the prequalification questionnaire (see section VI.3 (Additional Information) for how to obtain this).
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:
In accordance with Articles 48 to 50 of Directive 2004/18/EC and Regulation 25 of the Public Contracts Regulations 2006 and as set out in the prequalification questionnaire (see section VI.3 (Additional Information) for how to obtain this).
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

Execution of the service is reserved to a particular profession: no
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

competitive dialogue
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 5
Objective criteria for choosing the limited number of candidates: As set out in the pre-qualification questionnaire (see section VI.3 (Additional Information) for how to obtain this).
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 will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

F7070
IV.3.2)Previous publication(s) concerning the same contract

no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 6.2.2014 – 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

6.2.2014 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

20.2.2014
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

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

Section II.1.9 (Variants) – The Trust reserves the right to invite variant proposals and final details of whether variants will be invited will be provided to bidders that are shortlisted to participate in the competitive dialogue stage of the procurement.
Section II.1.2(c) (Additional service categories): No.1 (maintenance and repair services), No.7 (computer and related services), No. 9 (accounting, auditing and book keeping services), No.11 (management consultancy services and related services) No.14 (building cleaning and property management services etc.) No.26 (refuse disposal service) and No.27 (other services).
Section IV.3.3 (Conditions for obtaining documents) – The prequalification questionnaire and memorandum of information are available upon request via South of England Procurement Services’ (formerly Solent Supplies Team) Bravo e-Portal.
It is anticipated that the invitation to participate in dialogue will be sent to short-listed bidders in February 2014.
Section IV.3.4 (Time-limit for requests to participate) – The Tender will be processed through the Bravo e-Tendering system using the South of England Procurement Services’ (formerly Solent Supplies Team) Bravo e-Portal.
Expressions of interest must be by way of completion and return of the information required by the prequalification questionnaire (in accordance with the requirements set out in the prequalification questionnaire and e-Portal) by the date and time specified in Section IV.3.4.
Expressions of interest must be received before the deadline. Bidders are encouraged to submit their submissions well in advance of the stated date and time in order to avoid such issues as technical difficulties with the electronic system that may be due to the high volumes of traffic attempting to submit applications on the same date at the same time. Expressions of interest delivered after the date and time specified or to a different address, electronically or otherwise, will not be considered.
Instructions on How to Express Interest in this Tender:
1. Register your company on the e-Portal (this is only required once) – Browse to the e-Portal: https://solentsupplies.bravosolution.co.uk and click the link to register – Accept the terms and conditions and click ‘continue’ – Enter your correct business and user details – Note the username you choose and click ‘Save’ when complete – You will shortly receive an email with your unique password (please keep this secure).

2. Express an Interest in the tender – Login to the portal with the username/password – Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) – Click on the relevant PQQ / ITT to access the content. – Click the ‘Express Interest’ button at the top of the page. – This will move the PQQ / ITT into your ‘My PQQs / My ITTs’ page. (This is a secure area reserved for your projects only). – You can now access any attachments by clicking ‘Buyer Attachments’ in the PQQ / ITT Details’ box 3. Responding to the tender – Click ‘My Response’ under ‘PQQ / ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining) – You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification – Note the deadline for completion, then follow the onscreen instructions to complete the PQQ / ITT – There may be a mixture of online and offline actions for you to perform (there is detailed online help available). You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance the Bravo Solution help desk is available Mon – Fri 8am – 6pm on:
Email: help@bravosolution.co.uk

Phone: +44 8003684850 / Fax: +44 2070800480
Candidates will be assessed in accordance with regulations 23-26 inclusive of The Public Contracts Regulations 2006 (as amended), on the basis of information provided in response to a Pre-Qualification Questionnaire (‘PQQ’) available on request via South of England Procurement Services’ (formerly Solent Supplies Team) Bravo e-Portal.
Please note that the Trust shall not enter into detailed discussion of their contract requirements at this stage.
Any questions / queries regarding the requirements of the PQQ document should be submitted via the messaging facility on the South of England Procurement Services’ (formerly Solent Supplies Team) Bravo e-Portal by no later than 13.00 on 22.1.2014. Any queries received after the above deadline will not receive a response.
A Bidders’ Day will be held on 16.1.2014 at the Trust. Further details will be posted via the South of England Procurement Services’ (formerly Solent Supplies Team) Bravo e-Portal.
The contracting authority reserves the right not to award the opportunity or to award only part (or a different arrangement) of the opportunity described in this contract notice.

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

Isle of Wight NHS Trust
St Marys Hospital, Parkhurst Road, Isle of Wight
PO30 5TG Newport
UNITED KINGDOM
E-mail: Sara.White@soeprocurement.nhs.uk
Telephone: +44 1489779613
Internet address: www.soeprocurement.nhs.uk
Fax: +44 1489781779

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: In accordance with Regulation 32 (information about contract award procedures and the application of standstill period prior to contact award) and Regulation 47 (Enforcement of Obligations) of the Public Contracts Regulations 2006 (as amended).
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:3.1.2014