NHS Leasing Solutions

NHS Leasing Solutions

Leasing Solutions V2 2014.

United Kingdom-Normanton: Financial leasing services

2014/S 016-024594

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

NHS Supply Chain acting as agent for NHS Business Services Authority
NHS Supply Chain, Foxbridge Way
For the attention of: David Frampton
WF6 1TL Normanton
UNITED KINGDOM
E-mail: david.frampton@supplychain.nhs.uk
Fax: +44 1924328744

Internet address(es):

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

Further information can be obtained from: NHS Supply Chain acting as agent for NHS Business Services Authority
Internet address: http://procurement.supplychain.nhs.uk/ISS/

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: NHS Supply Chain acting as agent for NHS Business Services Authority
Internet address: http://procurement.supplychain.nhs.uk/ISS/

Tenders or requests to participate must be sent to: NHS Supply Chain acting as agent for NHS Business Services Authority
Internet address: http://procurement.supplychain.nhs.uk/ISS/

I.2)Type of the contracting authority

National or federal agency/office
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: yes

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:

Leasing Solutions V2 2014.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code
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: 30
Duration of the framework agreementDuration in years: 4
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 66 200 000 and 73 300 000 GBP

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

Services to be provided direct to NHS Supply Chain customers:
Residual-Value Leases Non Residual-Value Leases and Lease Advisory Services:
II.1.6)Common procurement vocabulary (CPV)

66114000 – PA02, 71241000

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

This is an estimate only as precise values are unknown. It is anticipated that in the first year of the Framework Agreement the value of spend will be in the region of GBP 16 675 000 to GBP 18 325 00 however this is approximate only. The figures below for the total estimated value are based on that initial expenditure.
Estimated value excluding VAT:
Range: between 66 200 000 and 73 300 000 GBP
II.2.2)Information about options

Options: yes
Description of these options: This Framework Agreement will have the option to extend for a maximum of 12 months in addition to the initial three year period upon review.
II.2.3)Information about renewals
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: Residual Value and Non-Residual Value Leases

1)Short description

Provision of Residual Value and Non-Residual Value Leases to cover the acquisition of a range of assets, excluding vehicles and property.
2)Common procurement vocabulary (CPV)

66114000 – PA02

3)Quantity or scope

Precise values of leasing are unknown. It is anticipated that initial expenditure will be in the region of GBP 16 375 000 to GBP 18 000 000 in the first year of this Framework Agreement however this is approximate only and the values may vary depending on the requirements of those bodies purchasing under the Framework Agreement.
Estimated value excluding VAT:
Range: between 65 500 000 and 72 000 000 GBP
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 2 Lot title: Lease Advisory Services

1)Short description

To provide advisory services to the customers of NHS Supply Chain relating to leases available under this Framework Agreement.
2)Common procurement vocabulary (CPV)

71241000

3)Quantity or scope

Precise values of this service are unknown. It is anticipated that initial expenditure will be in the region of GBP 175 000 to GBP 325 000 in the first year of this Framework Agreement however this is approximate only and the values may vary depending on the requirements of those bodies purchasing under the Framework Agreement.
Estimated value excluding VAT:
Range: between 700 000 and 1 300 000 GBP
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Section III: Legal, economic, financial and technical information

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

Parent company or other guarantees may be required in certain circumstances. Further details will be in the tender documents.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Please see tender documents.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

The Contracting Authority reserves the right to require groupings of entities to take a particular form or to require one party to undertake primary legal liability or to require that each party undertakes joint and several liability.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The Framework Agreement includes obligations with respect to environmental issues and a requirement for successful suppliers to comply with the NHS Supply Chain Code of Conduct.
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: The following must be completed using NHS Supply Chain’s ISS system on the NHS Supply Chain procurement portal (http://procurement.supplychain.nhs.uk/ISS/). Applicants should not use e-mail to submit their responses. Instructions for accurate submission are contained on the NHS Supply Chain procurement portal (http://procurement.supplychain.nhs.uk/ISS/).

Access to this system will be granted when applicants have expressed an interest to a Contract Notice on the NHS Supply Chain procurement portal using the ISS System.
Tasks to complete on system:
Header Level.
1. Read Framework header documents. These are the documents provided by NHS Supply Chain that must be read by all Applicants. Access these by clicking on the ‘NHS Header Documents’ button found in the ‘Select Framework’ tab.
2. Upload header documents. These are the documents the Applicant must provide as instructed by NHS Supply Chain. Access this area using the ‘Supplier Header Documents’.
Lot Level.
3. Lot header selection. In the ‘Lot Header’ tab the supplier can select the Lot(s) they wish to respond to.
a. Select the Lot Line Details button to view the lot detail to determine whether the applicant wishes to respond to this lot.
b. Select the ‘Express Intent’ button after the required lot has been highlighted to be able to respond to the lot. Note: This expression of intent does not place an obligation on the supplier to respond the action unlocks the ability to respond.
4. Upload Supplier Lot documents. These are the documents the Applicant must provide as instructed by NHS Supply Chain. Access this area using the ‘Supplier Lot Documents’. Appraisals that are submitted in support of Lot 2 should be uploaded here.
5. Complete price offers per line for the Lot. Lot 1: Applicants applying for this lot are requested to enter the required acknowledgement when they have completed and uploaded Appendix 7 using a “1” to indicate completion of the Appendix; using the ‘Lot Line Detail’ tab.
Lot 2: Applicants wishing to apply for this lot should complete the required fields for the lines the Applicant wants to include in the bid using the ‘Lot Line Detail’ tab. Please note: Applicants must submit responses for all Scenarios to be considered for this lot.
6. Answer the Lot questions. The questions are found both in the Lot Evaluation and Lot Questionnaire tabs.
A copy of the questions potential answers and assigned scores can be found at Appendix 4B.
Applicants are to note that all questions within the Lot that they wish to apply for must be completed to be considered for that Lot.
7. Accept the Terms and Conditions. Click on the ‘Terms and Conditions’ to view and accept the Terms and Conditions.
8. Submit Lot Response. Click on the ‘Submit Response’ button to submit your response for the Lot.
Notes:
a. Each Lot must be submitted independently. Example: If you have completed the responses for Lot 1 and Lot 2 you need to submit a response for Lot 1 and then also submit a response for Lot 2.
b. No data is sent to NHS Supply Chain until the Submit Response button is clicked on.
c. The detail will only become visible to NHS Supply Chain after the tender has closed.
d. Supplier Submission Report. Open and review the ‘Supplier Submission Report’ to ensure all entries are correct. If an error is found and the tender has not yet closed the Applicant can update the response and re-submit the response. Note: Only the latest submission will be available to NHS Supply Chain after the tender has closed.

III.2.2)Economic and financial ability
III.2.3)Technical capacity
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

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

Prior information notice

Notice number in the OJEU: 2013/S 168-291700 of 30.8.2013

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

27.2.2014 – 15:00
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.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender

in days: 120 (from the date stated for receipt of tender)
IV.3.8)Conditions for opening of tenders

Date: 28.2.2014 – 09:00
Place:As in abovementioned I.1.

Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Only the NHS Supply Chain contract owner or delegate.

Section VI: Complementary information

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

Services to be provided direct to NHS Supply Chain customers:
(1) Residual-Value Leases (2) Non Residual-Value Leases and (3) Lease Advisory Services:
1. Non-Residual Value Leases (Lot 1).
Leases under which the payments set by the lessor will cover the entire value and the whole life of the equipment. Such leases are often referred to as “Finance Leases”.
2. Residual Value Leases(Lot 1).
Leases under which the payments set by the lessor will cover only an element of the value and life of the equipment (the lessor would specify a residual value of the equipment). Upon expiry of the lease the equipment would typically be returned to the lessor unless the parties agree to extend. Such leases are often referred to as “Operating Leases”.
3. Lease Advisory Services (Lot 2).
This is an optional service which is offered to NHS Supply Chain’s customers and which they may (but are not required) to use. The Advisor will be required to (1) work with NHS Supply Chain to offer training to Trusts and (2) to provide advice to NHS Supply Chain’s customers (if requested to do so) upon all aspects of leasing including by providing financial appraisals of leases and advising upon the advantages of leasing as distinct from purchasing equipment outright. This will allow Trusts to receive a more rounded solution around leasing advice.
NHS Supply Chain recognises that the above mentioned services are used in a changing environment. Therefore NHS Supply Chain anticipates that the services which are set out in this Invitation To Tender may be subject to framework change and updates during the life of this Agreement. Therefore applicants should note that additional and/or replacement services may be introduced during the life of the Framework Agreement
Tender clarification meetings:
Applicants are invited on the 3.2.2014 to participate in a Conference call with NHS Supply Chain to discuss the Framework Agreement and to clarify any queries regarding the tender documentation.
Applicants who have expressed an interest to the contract notice via the NHS Supply Chain Procurement Portal using the ISS System will be sent the details which will include the conference call number and presentation documentation.
Tenders and all supporting documentation for the contract must be priced in sterling and written in English. Any agreement entered into will be considered a contract made in England according to English law and will be subject to the exclusive jurisdiction of the English Courts. NHS Supply Chain is not liable for any costs incurred by those expressing an interest in tendering for this contract opportunity. NHS Supply Chain reserves the right to terminate the procurement process (or part of it) to change the basis of and the procedures for the procurement process at any time or to procure the subject matter of the contract by alternative means if it appears that it can be more advantageously procured by alternative means. The most economically advantageous or any tender will not automatically be accepted.
All communications must be made through NHS Supply Chain’s eTendering portal at http://procurement.supplychain.nhs.uk/ISS/ using the Message Centre facility linked to this particular contract notice.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Refer to point VI.4.2

Body responsible for mediation procedures

Not applicable

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: Any appeals under this process should be addressed to the contact in point I.1.
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:

21.1.2014