Property Management Services for Crown Estate Scotland

Property Management Services for Crown Estate Scotland

Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent services throughout Scotland. 8 Lots.

United Kingdom-Edinburgh: Land management services

2020/S 149-366580

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Crown Estate Scotland
Postal address: 6 Bell’s Brae
Town: Edinburgh
NUTS code: UKM SCOTLAND
Postal code: EH4 3BJ
Country: United Kingdom
Contact person: Maurice McTeague — Procurement Manager
E-mail: maurice.mcteague@crownestatescotland.com
Telephone: +44 1314607657
I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.publiccontractsscotland.gov.uk/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.publiccontractsscotland.gov.uk/

I.4)Type of the contracting authority

Other type: Public Corporation

I.5)Main activity

Other activity: Property

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Provision of Property Management Services

Reference number: CES\2020\07-03

II.1.2)Main CPV code

70332100 Land management services

II.1.3)Type of contract

Services

II.1.4)Short description:

Crown Estate Scotland operates an outsourced business model for a significant part of its property management functions across its rural, coastal, urban/built development, minerals and mines royal and some of its marine, energy and infrastructure activities. Currently there a series of contracts in place with firms of Managing Agents (MA’s) with specialist property management skills, capacity and experience which are due to end in March 2021. Crown Estate Scotland is looking for expressions of interest from parties capable of providing Managing Agent services.

II.1.5)Estimated total value

Value excluding VAT: 12 500 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

II.2)Description

II.2.1)Title:

Provision of Managing Agent Services — Services to Salmon Fishing Rights

Lot No: 4

II.2.2)Additional CPV code(s)

70332100 Land management services
77700000 Services incidental to fishing

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Throughout Scotland.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by management agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Crown Estate Scotland is seeking to appoint Managing Agents to manage its salmon fishing rights interests in Scotland.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 575 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

II.2)Description

II.2.1)Title:

Provision of Managing Agent services — Services to Minerals and Mines Royal

Lot No: 5

II.2.2)Additional CPV code(s)

70332100 Land management services
14523100 Minerals

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Various locations throughout SCOTLAND.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Crown Estate Scotland is seeking to appoint Managing Agents to manage its minerals and mines royal interests throughout Scotland.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 881 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

II.2)Description

II.2.1)Title:

Managing Agent Services — Full Rural Service Nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)

Lot No: 7

II.2.2)Additional CPV code(s)

70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70120000 Buying and selling of real estate
70112000 Development of non-residential real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
77100000 Agricultural services
77110000 Services incidental to agricultural production
77200000 Forestry services
77230000 Services incidental to forestry
77231000 Forestry management services
77700000 Services incidental to fishing

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Throughout SCOTLAND.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Combination of lots 1, 2, 4 and 5.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 7 509 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

II.2)Description

II.2.1)Title:

Managing Agent Services — Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

Lot No: 8

II.2.2)Additional CPV code(s)

70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
98362000 Port management services
50246000 Harbour equipment maintenance services
77100000 Agricultural services
77110000 Services incidental to agricultural production
77231000 Forestry management services
77700000 Services incidental to fishing
77800000 Aquaculture services
77810000 Mariculture services

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Throughout SCOTLAND.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Combination of lots 1-5.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 12 259 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

II.2)Description

II.2.1)Title:

Provision of Managing Agent Services — Rural North

Lot No: 1

II.2.2)Additional CPV code(s)

70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332100 Land management services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
77100000 Agricultural services
77110000 Services incidental to agricultural production
77231000 Forestry management services
77700000 Services incidental to fishing
14523000 Related minerals, precious metals and associated products
14523100 Minerals

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Various sites across SCOTLAND, please refer to the further information provided.

II.2.4)Description of the procurement:

Crown Estate Scotland wishes to establish a contract or contracts for the managing agent services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of c. GBP 93.9 million with an approximate rent roll of c. GBP 2.86 million (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50ha,123ac).

Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.

Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focused on strategic level engagement, partnership working and project development.

The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.

The Rural Portfolio has been split to Rural North and Rural South.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 4 138 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 30/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT document.

II.2)Description

II.2.1)Title:

Provision of Managing Agent Services — Rural South

Lot No: 2

II.2.2)Additional CPV code(s)

70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
77200000 Forestry services
77231000 Forestry management services
77700000 Services incidental to fishing

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
NUTS code: UKM92 Dumfries & Galloway
NUTS code: UKM73 East Lothian and Midlothian
Main site or place of performance:

Various sites across SCOTLAND, please refer to tender documents.

II.2.4)Description of the procurement:

Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of c. GBP 93.9 million with an approximate rent roll of c. GBP 2.86 million (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50 ha,123 ac).

Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.

Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focused on strategic level engagement, partnership working and project development.

The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.

The Rural Portfolio has been split to Rural North and Rural South.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 1 915 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT for further information.

II.2)Description

II.2.1)Title:

Provision of Managing Agent Services — Services to the Coastal Estate

Lot No: 3

II.2.2)Additional CPV code(s)

70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77700000 Services incidental to fishing
77800000 Aquaculture services
77810000 Mariculture services
98362000 Port management services
50246000 Harbour equipment maintenance services

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
Main site or place of performance:

Throughout SCOTLAND.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Crown Estate Scotland is seeking to appoint Managing Agents to manage coastal interests around Scotland. The coastal portfolio has a property asset value of GBP 35.3 million (March 2020) with a rental income of GBP 3.28 million.

The Coastal portfolio falls within Crown owned foreshore and seabed out to the 12 nautical mile territorial limit from the Scottish Border on the Solway to the Scottish Border at Lamberton on the East Coast, together with the Inner and Outer Hebrides, and the Isles of Orkney and Shetland. Within these areas, the portfolio comprises all seabed activities other than aquaculture installations, renewable energy developments, large value cables and pipelines and carbon capture and storage (CCS), which are managed in house by Crown Estate Scotland staff. Managing Agent services for the Coastal portfolio therefore covers activities such as port and harbour developments, dredging, marinas, moorings, jetties, small scale cable and pipelines, outfalls and regulating and conservation leases.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 4 750 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2024
This contract is subject to renewal: yes
Description of renewals:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

II.2)Description

II.2.1)Title:

Provision of Managing Agent Services — Services to Urban Estate

Lot No: 6

II.2.2)Additional CPV code(s)

70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70112000 Development of non-residential real estate
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70330000 Property management services of real estate on a fee or contract basis

II.2.3)Place of performance

NUTS code: UKM SCOTLAND
NUTS code: UKM75 Edinburgh, City of
Main site or place of performance:

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh.

II.2.4)Description of the procurement:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh which has a property asset value of GBP 12.95 million.

The asset comprises a ground and basement retail unit and four floors of office suites within a listed building at the eastern end of a prime Edinburgh location, including basement car parking and cycle storage, lifts and on-street entrance lobby with concierge facility.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Understanding of the service requirements / Weighting: 15
Quality criterion – Name: Experience — including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion – Name: Approach — to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price – Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 230 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/04/2021
End: 31/03/2022
This contract is subject to renewal: yes
Description of renewals:

An options appraisal is currently being undertaken to determine the future of this asset within the Property portfolio. Consequently, this lot will be subject to annual review after the first 12 months and a minimum of 3-month notice period. The contracting authority reserves the right to extend this for a period of up to 72 months in any increment at its sole discretion until 31 March 2028.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

An options appraisal is currently being undertaken to determine the future of this asset within the Property portfolio. Consequently, this lot will be subject to annual review after the first 12 months and a minimum of 3-month notice period. The contracting authority reserves the right to extend this for a period of up to 72 months in any increment at its sole discretion until 31 March 2028.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

Refer to ITT.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

Team to deliver the services MRICS accredited.

III.1.2)Economic and financial standing

List and brief description of selection criteria:

Each lot has specific minimum turnover and insurance conditions which are detailed in the ESPD module.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

Team to deliver the services MRICS accredited.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract

III.2.1)Information about a particular profession

Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:

Team to deliver the services MRICS accredited.

III.2.2)Contract performance conditions:

Refer to tender document for detailed requirements, key performance indicators and technical specification.

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2020/S 120-293581

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 02/09/2020
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 4 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 02/09/2020
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published:

With the exception of lot 6, the contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028. Refer to lot 6 for further information.

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

More information on the business can be found at http://crownestatescotland.com

Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland website at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=626166

The buyer has indicated that it will accept electronic responses to this notice via the postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx

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 contracting authority does not intend to include a subcontract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason:

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

1) Rural (North),

2) Rural (South),

3) Coastal,

4) Salmon Fishing Rights,

5) Minerals and Mines Royal,

6) Urban,

7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal),

8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map

Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361

A summary of the expected community benefits has been provided as follows:

Details of community benefits applicable to this contract are included in the ITT document.

(SC Ref:626166)

Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=626166

VI.4)Procedures for review

VI.4.1)Review body

Official name: Edinburgh Sheriff Court
Postal address: Sheriff Court House, 27 Chambers Street
Town: Edinburgh
Postal code: EH1 1LB
Country: United Kingdom
Telephone: +44 1312252525Internet address: https://www.scotcourts.gov.uk/the-courts/court-locations/edinburgh-sheriff-court-and-justice-of-the-peace-court
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

30/07/2020