National Heritage Memorial Fund project management

National Heritage Memorial Fund project management

National Heritage Memorial Fund – register of support services – project management monitors.

UK-London: project-management services other than for construction work

2012/S 52-085299

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

National Heritage Memorial Fund
7 Holbein Place
Contact point(s): Strategic Business Development Team
For the attention of: Yumna Zain
SW1W 8NR London
UNITED KINGDOM
Telephone: +44 2075916023
E-mail: ross2013monitor@hlf.org.uk

Internet address(es):

General address of the contracting authority: www.hlf.org.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

Recreation, culture and religion
Other: Lottery money distributor for heritage and cultural projects
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:

National Heritage Memorial Fund – register of support services – project management monitors.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 27: Other services
Main site or location of works, place of delivery or of performance: United Kingdom.
NUTS code UK

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 a single operator
Duration of the framework agreement

Duration in months: 36
Justification for a framework agreement, the duration of which exceeds four years: It is anticipated that the contract will be for an initial period of 36 months with options for the Contracting Authority to extend it for further periods of up to (in aggregate) 24 months.
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 2 000 000 and 10 000 000 GBP

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

Background to HLF.
The Heritage Lottery Fund (HLF) distributes a share of funds raised by the National Lottery. Since 1994 we have awarded 4.7 billion GBP to 32 000 projects across the UK, ranging from major capital projects at iconic heritage sites to small education and community projects.
HLF is administered by the Trustees of the National Heritage Memorial Fund (NHMF) and gives grants to support a wide range of projects involving the local, regional and national heritage of the United Kingdom.
We distribute money raised to projects conserving our diverse heritage and helping people learn about and take an active part in it. Our definition of heritage is broad, including: historic buildings and townscapes; archaeological sites; museums and archives; natural and designed landscapes (including parks habitats and species) oral history, cultural traditions and local community heritage.
Information about HLF is at www.hlf.org.uk.

We need external specialists with appropriate knowledge, skills and experience to work as Monitors to help us monitor the delivery of the projects we fund.
The categories of specialist knowledge, skills and experience are:
1. Project management of capital/conservation projects involving heritage buildings (including those in use as for heritage purposes e.g. museums, archives, visitor attractions, or non-heritage uses e.g. places of worship, community spaces, theatres), monuments or heritage sites (including archaeological and industrial sites);
2. Project management of capital/conservation projects involving parks, designed landscapes or countryside;
3. Project management of capital/conservation projects involving ships/other vessels, vehicles or aircraft;
4. Project management of large and/or complex activity projects (i.e. projects not involving capital or conservation works) in any of the heritage areas listed above, including education and community projects;
5. Project management of large scale digital projects.
The work will vary from project to project, within the scope of the tasks outlined. The case officer is responsible for defining the detailed nature of each commission and for managing the monitoring budget. This will be defined by an assessment of the risks associated with each grant awarded.
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=83970.

II.1.6)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

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: yes
Tenders may be submitted for one or more lots
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:

Refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Estimated value excluding VAT:
Range: between 2 000 000 and 10 000 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: Extension of the contract from 36 months to 60 months.
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: Range: between 1 and 2
In the case of renewable supplies or service contracts, estimated timeframe for subsequent contracts:
in months: 36 (from the award of the contract)
II.3)Duration of the contract or time limit for completion

Starting 1.4.2013. Completion 31.3.2016

Information about lots

Lot No: 01 Lot title: East of England Region

1)Short description

See short description of services in II.1.5 to be provided for the East of England Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 02 Lot title: East Midlands Region

1)Short description

See short description of services in II.1.5 to be provided for the East Midlands Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 03 Lot title: London Region

1)Short description

See short description of services in II.1.5 to be provided for the London Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 04 Lot title: Northern Ireland

1)Short description

See short description of services in II.1.5 to be provided for Northern Ireland.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this country.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 05 Lot title: North East Region

1)Short description

See short description of services in II.1.5 to be provided for the North East Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 06 Lot title: North West Region.

1)Short description

See short description of services in II.1.5 to be provided for the North West Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 07 Lot title: Scotland

1)Short description

See short description of services in II.1.5 to be provided for Scotland.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 08 Lot title: South East Region

1)Short description

See short description of services in II.1.5 to be provided for the South East Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 79311000, 71541000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 09 Lot title: South West Region

1)Short description

See short description of services in II.1.5 to be provided for the South West Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 10 Lot title: Wales

1)Short description

See short description of services in II.1.5 to be provided for Wales.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 11 Lot title: West Midlands Region

1)Short description

See short description of services in II.1.5 to be provided for the West Midlands Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Lot No: 12 Lot title: Yorkshire and the Humber Region

1)Short description

See short description of services in II.1.5 to be provided for the Yorkshire and the Humber Region.
2)Common procurement vocabulary (CPV)

79421000, 79421100, 79418000, 79400000, 79410000, 79411000, 79411100, 79415200, 79421200, 71000000, 72224000, 71541000, 79311000

3)Quantity or scope

It is envisaged that a minimum of 10 individuals will be needed to service this region.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Section III: Legal, economic, financial and technical information

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

Details will be in the invitation to tender.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

As stated in the contract documentation.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

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: Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

Submission of the pre-qualification questionnaire acts as the request to participate. The Contracting Authority reserves the right to refuse to consider any incomplete questionnaire or one that is not submitted according to the requirements of that questionnaire.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Please refer to the pre-qualification questionnaire on our web site at http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx. Look under the section titled “Tenders” for a document titled “ROSS 2013 monitor pre-qualification questionnaire”. You should also read the “ROSS 2013 Tender alert e-mail” also found in the “Tenders” section.

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

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

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 5
Objective criteria for choosing the limited number of candidates: Sufficient required to allow for choice up to a maximum of those that pass our initial pre-qualification questionnaire criteria. We are uncertain with respect to the number of projects; heritage sectors they fall under and risk.
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:

83970
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

30.4.2012 – 10:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

15.8.2012
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
Other: Welsh.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence
VI.2)Information about European Union funds
VI.3)Additional information

Organisation: National Heritage Memorial Fund.
For the attention of: Yumna Zain.
Address: Heritage Lottery Fund, 7 Holbein Place.
Postal code: SW1W 8NR.
Town: London.
Country: United Kingdom.
Electronic mail (e-mail): ross2013monitor@hlf.org.uk.

Internet address: http://www.hlf.org.uk/aboutus/FOI/Pages/Procurement.aspx.

This procurement is independent of, and separate from, other procurements by the National Heritage Memorial Fund.
A “Frequently Asked Questions” spreadsheet will periodically be published on the above web site under the tender section.
(MT Ref:83970).

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:14.3.2012