Public Private Vehicle Tender

Public Private Vehicle Tender

Sunderland Delivery Vehicle. As part of the delivery of the Sunderland Economic Master plan, Sunderland City Council (“the Council”) is seeking a strategic investment partner (or partners) to participate and invest in a public private vehicle for the Sunderland area and potentially the wider North East region.

UK-Sunderland: real estate services

2012/S 208-342639

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Sunderland City Council
Civic Centre, Burdon Road
Contact point(s): Sunderland City Council Corporate Procurement
For the attention of: Mrs Glenda Herron
SR2 7DN Sunderland
UNITED KINGDOM
Telephone: +44 1915611774
E-mail: glenda.herron@sunderland.gov.uk
Fax: +44 1915531090

Internet address(es):

General address of the contracting authority: http://www.sunderland.gov.uk

Electronic access to information: http://www.nepoportal.org

Electronic submission of tenders and requests to participate: http://www.nepoportal.org

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

Regional or local authority
I.3)Main activity

General public services
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:

Sunderland Delivery Vehicle.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 14: Building-cleaning services and property management services
Main site or location of works, place of delivery or of performance: Administrative area of Sunderland and potentially the wider North East region.
NUTS code UKC,UKC23

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)

As part of the delivery of the Sunderland Economic Master plan, Sunderland City Council (“the Council”) is seeking a strategic investment partner (or partners) to participate and invest in a public private vehicle for the Sunderland area and potentially the wider North East region. The vehicle is referred to as the Sunderland Delivery Vehicle (SDV). The delivery vehicle may take the form of a local asset backed vehicle (LABV). It is the intention that the SDV will be established as a long-term partnership, currently anticipated as for a period of up to 20 years with the option to extend if the partners elect to do so at the end of this period. The extension may be exercised in short periods or an overall extension up to a maximum period of 10 years. It is anticipated that the strategic investment partner will provide funding to match the Council’s equity stake in the SDV. The detail surrounding the structure shall be developed jointly with the candidates during the dialogue. However, irrespective of the form of vehicle which the structure takes, it is anticipated that the structure will need to have the required levels of corporate governance, financial and operational efficiency. The SDV portfolio will potentially include investment assets (or associated income streams) and development assets. It should be noted that the intention is to structure the SDV so that further assets may be included in the future, primarily from the portfolio of assets held by the Council or acquired by the Council or from other contracting authorities as listed in the additional information section at VI.3. The SDV may also be able to acquire properties for inclusion in the arrangements under the terms of the contractual agreements from third parties. Assets may also be disposed of under the arrangements. It may be that particular projects will be taken forward under separate project agreements or special purpose vehicles following the process set out under the SDV arrangements. The strategic investment partner may provide, or procure the provision of, asset management, development management and fund management services and may have the opportunity to provide development/contractor works or services. In addition, the partner will also be required to procure the funding/senior debt on behalf of the SDV. The SDV will assist in fulfilling the aims of the Sunderland Economic Master plan by way of the following, though not limited to these examples: (i) managing an investment portfolio consisting of a portfolio of retail assets and a workspace portfolio of around 14 industrial assets; and (ii) redeveloping and management of a development portfolio of a diverse range of assets which may include (but will not be limited to) the following development opportunities:
— Seaburn,
— Chapelgarth,
— Former Vaux Brewery Site,
— Farringdon Row,
— Holmeside, and
— Sunniside.
The SDV may also carry out development/contractor works and services for the Council in relation to any of its retained assets. It is anticipated that the SDV once established will:
— Deliver the Council’s objectives and assist in fulfilling the aims of the Economic Master plan,
— Proactively accelerate and deliver growth and regeneration in the city,
— Bring forward the priority projects within the city,
— Leverage private sector funding and investment into the city,
— Generate returns to the Council and the strategic investment partner over the long term.
Further details of this opportunity including the structure and objectives are set out in the Pre-Qualification Questionnaire (PQQ) and the Memorandum of Information (MOI) which is available from www.nepoportal.org.

II.1.6)Common procurement vocabulary (CPV)

70000000, 45000000, 45100000, 45111200, 45112700, 45210000, 45214400, 45315100, 45331000, 45211000, 45211341, 45211350, 45211360, 45212000, 45212222, 45212412, 45213100, 45213110, 45213112, 45215213, 45215222, 45233140, 45233161, 66100000, 70330000, 70332000, 70332200, 70332300, 79000000, 71000000, 71200000, 71220000, 71300000, 71541000, 45351000, 79931000

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 estimate total build cost of the scheme is approximately between 200 000 000 GBP and 1 000 000 000 GBP The reason for this range is due to factors including: – the lifespan of the SDV is not a set term (see below) – the potential number, size, value and class of assets which may transfer into (or which may otherwise be developed or managed) by the SDV are not set (see Section II.1.5).
Estimated value excluding VAT:
Range: between 200 000 000,00 and 1 000 000 000,00 GBP
II.2.2)Information about options

Options: yes
Description of these options: It is currently anticipated that the SDV will be established for a period of up to 20 years with the option to extend if the partners elect to do so. The extension may be exercised in short periods or an overall extension up to a maximum period of 10 years.
II.2.3)Information about renewals

This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion

Duration in months: 360 (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:

Parent company guarantees, deposits, bonds or other forms of appropriate security may be required, as described in the PQQ and tender documents.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

The financing conditions and payment arrangements are as described in the 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 authorities anticipate that a local asset backed vehicle will be formed between Sunderland City Council and a private sector strategic partner or consortium. The Partner may participate in such vehicle directly or through a special purpose vehicle. The legal form and contract structure will be discussed with bidders during the dialogue stage. The Council reserves the right to require a consortium bid to form a single corporate entity or contract through a lead organisation. The project may require the establishment of a joint venture or special purpose vehicle for the delivery of specific projects.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The selected partner may be required to actively participate in the achievement of social and/or environmental objectives. Accordingly contract performance conditions may relate in particular to social, environmental or other corporate social responsibility considerations. Further details will be set out in the tender documents.
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 45-50 of Directive 2004/18/EC and Regulations 23-25 of the Public Contract Regulations 2006 and as are described in the PQQ which is available at www.nepoportal.org.

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 Contract Regulations 2006 as set out in PQQ which is available at www.nepoportal.org.

Minimum level(s) of standards possibly required: As set out in PQQ.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
In accordance with Articles 48-50 of Directive 2004/18/EC and Regulation 25 of the Public Contract Regulations 2006 and as set out in PQQ which is available at www.nepoportal.org.

Minimum level(s) of standards possibly required:
As set out in PQQ.

III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

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

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 8
Objective criteria for choosing the limited number of candidates: Envisage minimum number of 3 and maximum number between 6 – 8. The objective criteria are set out in the PQQ. They include the objective criteria envisaged by Regulations 23-25 inclusive of the Public Contract Regulations 2006.
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:

QTLE-8YYL6A
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: 6.12.2012 – 16:00
IV.3.4)Time limit for receipt of tenders or requests to participate

7.12.2012 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

7.1.2013
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 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

The Council is holding the following events in relation to this opportunity:
(i) a bidder briefing session on 1.11.2012 (8:30 – 10:30) at 30 Warwick Street, London W1B 5NH; and
(ii) an open day on 12th November (13:30 – 16:00) at the Stadium of Light, Sunderland SR5 1SU.
If you wish to attend either of these events please contract Jonathan Bull-Diamond of Jones Lang LaSalle, 29 King Street, Leeds, LS1 2HL (Tel: +44 1132355274) (jonathan.bull-diamond@eu.jll.com).

The Council reserves the right not to award the contract in whole or part, to cancel or amend the tender process and does not bind itself to accept any tender. The Council shall not be liable under any circumstances for any costs or expenses incurred by any tenderer or prospective tenderer in responding to this notice or in taking part in this procurement process.
Section II.1.9: Variants may be accepted. The Council will finally confirm whether variants will be accepted and the basis upon which such variants may be submitted in the tender/contract documents.
Section I.4: Other contracting authorities. The Council is procuring the partner on behalf of:
(i) itself;
(ii) Homes and Communities Agency; and
(iii) other contracting authorities based or operating in the regions covered by NUTS code UKC- North East England (including, without limitation, UKC 23 (Sunderland)) and including (but not limited to):-
1. local authorities (this includes a county council; district council; parish council; metropolitan council; unitary council), appearing on the database available at: https://www.gov.uk/find-your-local-council

2. A Local Enterprise Partnership established (or to be established) between local authorities and businesses, a list of which is available at: http://www.communities.gov.uk/localgovernment/local/localenterprisepartnerships/summaries/

3. NHS Bodies (England)- http://www.nhs.uk/servicedirectories/Pages/ServiceSearch.aspx (which links to an A-Z see eg: http://www.nhs.uk/servicedirectories/Pages/PrimaryCareTrustListing.aspx and an explanation of these bodies at: http://www.nhs.uk/NHSEngland/thenhs/about/Pages/authoritiesandtrusts.aspx); http://www.dh.gov.uk/en/Aboutus/OrganisationsthatworkwithDH/Armslengthbodies/WhatareALBs/index.htm#_2

and in each case:
(i) including successors to those bodies’ functions and organisations created as a result of reorganisation or organisational changes and organisations created to deliver their functions and objectives including their wholly owned entities; and
(ii) whether acting individually, or on behalf of, or together as members of any consortia.
The PQQ and the MOI are available online at ‘www.nepoportal.org‘ Tender Reference QTLE – 8YYL6A from the date of dispatch of this notice.

Expressions of interest must be by way of completion and return of the PQQ by the time and date specified in Section IV 3.4.

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

Sunderland City Council
Civic Centre, Burdon Road
SR2 7DN Sunderland
UNITED KINGDOM
E-mail: glenda.herron@sunderland.gov.uk
Telephone: +44 1915611774
Internet address: http://www.sunderland.gov.uk
Fax: +44 1915531090

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 application of Standstill Period prior to Contract Award) and Regulation 47 (Enforcement Obligations) of the Public Contract 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:24.10.2012