Public Sector Asset Management Professional Services Framework

Public Sector Asset Management Professional Services Framework

6 Lots. Lot 1: Strategic Asset Management Professional Advisory Services (multi-disciplinary).

United Kingdom-Belfast: Financial and insurance services

2020/S 092-221119

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Strategic Investment Board
Postal address: 9 Lanyon Place
Town: Belfast
NUTS code: UK
Postal code: BT1 3LP
Country: United Kingdom
Contact person: ssdadmin.CPDfinance-ni.gov.uk
E-mail: ssdadmin.CPD@finance-ni.gov.uk

Internet address(es):Main address: https://etendersni.gov.uk/epps

Address of the buyer profile: https://etendersni.gov.uk/epps

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

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

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

NI Public Sector Asset Management Professional Services Framework 2020

Reference number: 2346483

II.1.2)Main CPV code

66000000

II.1.3)Type of contract

Services

II.1.4)Short description:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic Asset Management Professional Advisory Services (multi-disciplinary);

Lot 2: Financial, Economic and Commercial Professional Advisory Services;

Lot 3: Integrated Surveying Professional Advisory Services (multiple RICS sector pathways);

Lot 4: Commercial Real-estate and Associated Professional Advisory Services (single RICS sector pathway);

Lot 5: Building Surveying and Associated Professional Advisory Services (single RICS sector pathway);

Lot 6: Place Shaping and Value Creation.

II.1.5)Estimated total value

Value excluding VAT: 10 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for maximum number of lots: 6
II.2)Description

II.2.1)Title:

Lot 1: Strategic Asset Management Professional Advisory Services (Multi-disciplinary)

Lot No: 1

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 500 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: yes
Description of renewals:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this lot is GBP 2.0 m to GBP 2.5 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

II.2)Description

II.2.1)Title:

Lot 2: Financial, Economic and Commercial Professional Advisory Services

Lot No: 2

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 000 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this lot is GBP 1.5 m to GBP 2 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

II.2)Description

II.2.1)Title:

Lot 3: Integrated Surveying Professional Advisory Services (Multiple RICS Sector Pathways)

Lot No: 3

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 1 500 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this lot is GBP 1.0 m to GBP 1.5 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

II.2)Description

II.2.1)Title:

Lot 4: Commercial Real-estate and Associated Professional Advisory Services (Single RICS Sector Pathway)

Lot No: 4

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Limited Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this Lot is GBP 0.5 m to GBP 1.0 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

II.2)Description

II.2.1)Title:

Lot 5: Building Surveying and Associated Professional Advisory Services (Single RICS Sector Pathway)

Lot No: 5

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 1 000 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this lot is GBP 0.5 m to GBP 1.0 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

II.2)Description

II.2.1)Title:

Lot 6: Place Shaping and Value Creation

Lot No: 6

II.2.2)Additional CPV code(s)

70000000
66100000
70332200
70332000
79412000

II.2.3)Place of performance

NUTS code: UKN0

II.2.4)Description of the procurement:

The Strategic Investment Board Ltd Asset Management Unit (AMU) provides expert advice to Departments on all matters relating to the management of their land, property and infrastructure assets. To support this advisory service, AMU wishes to establish a framework agreement of professional services providers. The framework agreement will comprise of six separate lots as follows:

Lot 1: Strategic asset management professional advisory services (multi-disciplinary);

Lot 2: Financial, economic and commercial professional advisory services;

Lot 3: Integrated surveying professional advisory services (multiple RICS sector pathways);

Lot 4: Commercial real-estate and associated professional advisory services (single RICS sector pathway);

Lot 5: Building surveying and associated professional advisory services (single RICS sector pathway);

Lot 6: Place shaping and value creation.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 000 000.00 GBP

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

Duration in months: 24
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period is 2 years from the date of award. There is a potential for two further extensions of 1 year.

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

The estimated potential range of spend in this Lot is GBP 1.5 m to GBP 2 m. Please note that the estimated values provided do not represent a guarantee of or exclusivity of work or volume of work. Actual spend on the framework may vary depending on demand.

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:

As per tender documentation.

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

As per tender documentation.

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

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 30
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

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

Date: 07/08/2020
Local time: 15:00
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

Tender must be valid until: 05/11/2020

IV.2.7)Conditions for opening of tenders

Date: 07/08/2020
Local time: 15:30

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

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:

Contracting authorities/bodies party to framework: The Executive Office, Dept of Agriculture Env and Rural Affairs, Dept for Communities, Dept of Education, Dept for the Economy, Dept of Finance, LPS. Dept for Infrastructure, Dept of Health, Dept of Justice, NI Courts and Tribunals Service, Youth Justice Agency, Armagh Observatory and Planaterium, Arts Council NI, Belfast Health and Social Care Trust, Belfast Metropolitan College, Business Services Organisation, Charity Commission for NI, Commissioner for Children and Young People NI, Commissioner for Older People for NI, Community Relations Council, Education Authority for NI, Equality Commission for NI, Health and Social Care Board, Invest NI, Labour Relations Agency, Maze Long Kesh Development Corporation, National Museums NI, North West Regional College, Northern Health and Social Care Trust, NI Ambulance Service, NI Audit Office, NI Council for Integrated Education, NI Fire and Rescue Service, NI Housing Executive, NI Local Government Officers’ Superannuation Committee, NI Tourist Board (Tourism NI), NI Water, Northern Regional College, Police Ombudsman NI, Police Service of NI, Probation Board NI, Queens University, Regulation and Quality Improvement Authority. Social Enterprises NI, South Eastern Health and Social Care Trust, South Eastern Regional College, South West College, Southern Health and Social Care Trust, Southern Regional College, Sport NI, Stranmillis University College, Strategic Investment Board, Translink, Ulster Supported Employment Ltd, Ulster University, Western Health and Social Care Trust, Antrim and Newtownabbey Borough Council, Ards and N.Down Borough Council, Armagh City Banbridge and Craigavon Borough Council, Belfast City Council, Causeway Coast and Glens Borough Council, Derry City and Strabane District Council, Fermanagh and Omagh District Council, Lisburn and Castlereagh City Council, Mid and East Antrim Borough Council, Mid Ulster District Council, Newry, Mourne and Down District Council, Foras na Gaeilge, Ulster Scots Agency.

VI.4)Procedures for review

VI.4.1)Review body

Official name: The UK does not have any special review body with responsibility for appeal/mediation procedures in public procurement competitions. Instead; any challenges are dealt with by the High Court, Commercial Division, to which proceedings may be issued regarding alleged breaches of the Public Contracts Re
Town: n/a
Country: United Kingdom
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

CPD will comply with the Public Contracts Regulations 2015 and, where appropriate, will incorporate a standstill period (i.e. a minimum of 10 calendar days) at the point information on the award of contract is communicated to tenderers. That notification will provide full information on the award decision. This provides time for the unsuccessful tenderers to challenge the award decision before the contract is entered into.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

07/05/2020