Sheltered housing construction work

Sheltered housing construction work

Hampshire Partnership Framework for the Development, Delivery and Operation of Extra Care Housing.

UK-Winchester: sheltered housing construction work

2012/S 207-340181

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Hampshire County Council
Three Minsters House 76 High Street
For the attention of: Procurement Support
SO23 8UL Winchester
Telephone: +44 1962-832453
Fax: +44 1962-841326

Internet address(es):

General address of the contracting authority:

Address of the buyer profile:

Electronic access to information:

Electronic submission of tenders and requests to participate:

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

Eastleigh Borough Council
Civic Offices, Leigh Road
SO50 9YN Eastleigh

East Hampshire District Council
Penns Place
GU31 4EX Petersfield

Fareham Borough Council
Civic Offices, Civic Way
PO16 7AZ Fareham

Gosport Borough Council
Town Hall, High Street
PO12 1EB Gosport

Hart District Council
Civic Offices, Harlington Way
GU51 4AE Fleet

Havant Borough Council
Civic Centre Road
PO9 2AX Havant

New Forest District Council
Appletree Court, Beaulieu Road
SO43 7PA Lyndhurst

Reading Borough Council
Civic Centre, Castle Street
RG1 7AE Reading

Rushmoor Borough Council
Council Offices, Farnborough Road
GU14 7JU Farnborough

Test Valley Borough Council
Beech Hurst, Weyhill Road
SP10 3AJ Andover

Winchester City Council
City Offices, Colebrook Street
SO23 9LJ Winchester

Basingstoke & Deane Borough Council
Civic Offices, London Road
RG21 4AH Basingstoke

Section II: Object of the contract

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

Hampshire Partnership Framework for the Development, Delivery and Operation of Extra Care Housing.
II.1.2)Type of contract and location of works, place of delivery or of performance

Realisation, by whatever means of work, corresponding to the requirements specified by the contracting authorities
Main site or location of works, place of delivery or of performance: The geographical boundaries of Hampshire. The geographical boundaries of Reading Borough Council.

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: 5
Duration of the framework agreement

Duration in years: 6
Justification for a framework agreement, the duration of which exceeds four years: Due to the nature of the work involved in the services specified, any call off contracts under the Framework would likely be of a substantial duration, and would require substantial investment by the provider in order to deliver, with return on investment being beyond contract duration. It is important that the framework duration is proportionate to this investment effort, delivery timescale and recognises the period of return on investment.
The County Council recognises that the investment from the provider and timescales will be substantial. This may translate into longer mini competition processes as well as actual delivery timescales. The County Council wishes to offer a framework duration which addresses these factors and provide Framework providers with sufficient opportunity to undertake appropriate preparatory work prior to being awarded specific projects.
The nature of the work also requires the development of strategic partnerships with the providers on the Framework to ensure the delivery of suitable and sustainable solutions and services. There is often a reluctance amongst service users to change the provision of their care services and the Council wishes to minimise disruption to vulnerable service users that such a change could bring. To achieve this, service reprovision requires a long lead in and appropriate consultation and planning undertaken with service users, families and the community as a whole.
Taking these factors into account, it is Hampshire County Council’s view that overall active engagement with suitable providers and regular mini competitions for individual contracts will enhance, as opposed to distort, competition.
On this basis, the Framework will have a duration of 6 years.
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 70 000 000,00 GBP

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

The Framework Agreement will be used by Hampshire County Council and its partner organisations listed in Section II.2.1 for the development, delivery and operation of Extra Care housing schemes.
The County Council considers an Extra Care housing scheme to be a development of one and two bed apartments, for rent and / or for sale, grouped together with communal facilities, that through the provision of on site 24/7 care & support services offers a viable alternative to a residential care home for many vulnerable older people, enabling them to remain a part of and active within the wider community.
The Framework Agreement will be used for Extra Care projects which comprise ‘new build’. A new build is defined as a setting which is newly built on a site identified by a provider on the Framework Agreement, or land or a site made available (which may include a sale of land) by a third party (or possibly Hampshire County Council) for the specific purpose of providing Extra Care. This may also include the demolition of buildings on a site, solely for the purpose of an Extra Care ‘new build’.
The scope includes, but is not limited to;
— the identification, acquisition of the freehold or a lease of a site for development.
— subsequent design and build of facilities.
— grounds and building maintenance of those facilities.
— acting as a social landlord for the residents.
— where specified, the provision of care and support to the residents under a domiciliary care arrangement for a period of up to three years, after which the care element will be retendered.
Individual opportunities may include sites owned by Hampshire County Council being sold or leased to framework operators in order to deliver an Extra Care service, however, this is not envisaged as the typical situation.
It is envisaged that the framework operator will fund the acquisition and development of sites that the Extra Care service will be delivered from, with Hampshire County Council making a contribution to overall costs.
Therefore, the value of the overall framework has been set to a maximum of £70 million, and this will be used to both make contributions to the developer and landlord and where applicable to pay for the resulting Extra Care service.
Individual projects will be ‘called off’ under the Framework via a mini competition process.
The intention is that each call off under the Framework will be for the construction of the facilities, their management, maintenance and duties of a social landlord, and where specified, the subsequent delivering of care services. They will not be sub-divided into lots.
Based on our current understanding, at this stage it is anticipated that the Framework will potentially be used to deliver in the region of 8 – 12 Extra Care schemes across Hampshire.
Hampshire County Council recognises that this may require that a group of organisations will need to form a consortium in order to deliver the full requirement.
II.1.6)Common procurement vocabulary (CPV)

45211200, 45200000, 70210000, 71000000, 85311000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes

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 framework agreement will be used for a number of distinct projects, covering the elements described in section II.1.5, with a total potential value of up to 70 000 000 GBP.
Estimated value excluding VAT: 70 000 000,00 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals

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

Section III: Legal, economic, financial and technical information

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

Hampshire County Council reserves the right to require deposits, guarantees, bonds, charges, warranties and other forms of appropriate security, as defined within the PQQ and tender documentation.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

As defined in the PQQ, tender and mini competition documentation.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

No special legal form is required. However, in the case of organisations applying as a consortium or joint venture, full details of each member are required.
In the case of a consortia that creates a new legal entity to whom the contract is to be awarded, that new entity will be required to meet all qualification criteria (including both registration with CQC as a care provider to deliver domiciliary care services, and as a Registered Provider of Social Housing, registered under the Housing and Regeneration Act 2008 [RP]) by the point of framework award.
In all other forms of consortia, the contract is to be awarded to the RP, the developer and the care and support provider. The RP will be jointly and severally liable for all elements of the contract. The developer will be jointly (with the RP only) and severally liable for the development element, and the care & support provider will be jointly (with the RP only) and severally liable for the delivery of care.
See the PQQ and tender documentation for further details.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The organisation that will act as the Landlord will be required to be a Registered Provider of Social Housing, registered under the Housing and Regeneration Act 2008 [RP].
The organisation that will act as the Care & Support Provider will be required to register with the CQC as a care provider to deliver domiciliary care services.
See the PQQ documentation for more details.
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 43 to 51 of Directive 2004/18/EC as amended by S.I. 2007/2157, 2009/2992, 2011/1441 and Regulation 23 of the Public Contracts Regulations 2006 as amended by “The Public Contracts (Amendment) Regulations 2009, and as set out in the pre-qualification questionnaire.
Organisations interested in the opportunity should also review the PQQ documentation for more details regarding the conditions for participation.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: In accordance with Articles 43 to 51 of Directive 2004/18/EC as amended by S.I.
2007/2157, 2009/2992, 2011/1441; and Regulation 24 of the Public Contracts Regulations 2006 as amended by The Public Contracts (Amendment) Regulations 2009, and as set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: Organisations are advised that the following minimum insurance levels are required:
Employer’s liability 10 000 000 GBP.
Public liability 10 000 000 GBP.
Professional indemnity 5 000 000 GBP.
Organisations on the Framework will generally be subject to financial tests to determine their financial stability.
Organisations will be the subject of an N2 Financial assessment, and a financial assessment carried out by the County Council, based upon information they submit as defined in the PQQ documentation.
Organisations are required to score at least 25 % on their N2 check, AND at least 50 % on the financial assessment carried out be the County Council.
In the case of consortia, these will be based upon all members individually, i.e. each consortium member must have their own insurance policies to the required values and will be subject to individual financial checks.
For further information, review the PQQ documentation regarding insurances and financial checks.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
In accordance with Articles 43 to 51 of Directive 2004/18/EC as amended by S.I. 2007/2157, 2009/2992,2011/1441; and Regulation 25 of the Public Contracts Regulations 2006 as amended by The Public Contracts(Amendment) Regulations 2009, and as set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required:
— Health & Safety – pass / fail.
You will be required to demonstrate good professional standards of Health & Safety, including maintaining policies, risk assessments, accident reporting, training and demonstrating appropriate remedial action to mitigate issues in the event of any incidents.
— Sustainability – pass / fail.
You will be required to demonstrate good professional standards of sustainability.
— Equalities – pass / fail.
You will be required to demonstrate good professional standards around equalities practices and to have an Equalities policy.
— Professional & Business Standing – pass / fail.
As per Regulation 23 of the Public Contracts Regulations 2006 as amended by The Public Contracts(Amendment) Regulations 2009.
— Profession Registrations (Social Housing provider & CQC) – pass / fail.
The Landlord will be required to be a Registered Provider of social housing (RP) registered under the Housing and Regeneration Act 2008 prior to Framework award.
The Care & Support Provider will be required to have a valid registration with CQC prior to Framework award, for the Function of Personal Care that can be delivered in a person’s home and / or Extra Care.
— Registered warnings / Alerts – pass / fail.
Should the Care & Support Provider have had any alerts, warnings or action brought against them by the CQC in the past 12 months, they will be required to to demonstrate that they have taken appropriate remedial action to address the issue and mitigate the risk of reoccurrence.
— Safeguarding Policy – pass / fail.
— Social care policies – pass / fail.
The Care & Support Provider will be required to have Safeguarding and other policies (as defined within the PQQ documentation) in place prior to Framework signature.
— Social care contract terminations – pass / fail.
— Social care non renewal of contracts – pass / fail.
— Social care outstanding litigation – pass / fail.
Should the Care & Support Provider have any terminations or non renewals in the last 3 years, or have any outstanding litigation against their organisation where potential damages exceed 100 000 GBP, they will be required to demonstrate that they have taken appropriate remedial action to address the issue and mitigate the risk of reoccurrence.
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

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

Envisaged minimum number 5: and maximum number 10
Objective criteria for choosing the limited number of candidates: — General prior experience of Raising Project Finance – 12 %,
— General prior experience of Securing Sites – 12 %,
— General prior experience of Strategic Partnership Working – 6 %,
— Developer prior experience of design / build (relevant to the requirement) – 12 %,
— Developer References – 4 %,
— Developer approach to Design / Build Quality – 4 %,
— Landlord prior experience of owning / managing a housing scheme (relevant to the requirement) – 16 %,
— Landlord References – 4 %,
— Landlord prior experience of housing scheme management – 5 %,
— Landlord prior experience of marketing, rental & sale of units – 5 %,
— Landlord Prior experience of landlord & care provider working together – 5 %,
— Care & Support Provider prior experience of delivering a care service (relevant to the requirement) – 12 %,
— Care & Support Provider References – 3 %,Individual pass marks of 50 % will be applied to each of the following sections,
— Developer questions,
— Landlord questions,
— Care & Support Provider questions Should a submission fail to achieve a score of 50 % or more within these sections, then that organisation will not be invited to submit a tender.
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 below

1. Quality. Weighting 70

2. Cost. Weighting 30

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:

IV.3.2)Previous publication(s) concerning the same contract

Prior information notice

Notice number in the OJEU: 2012/S 186-305638 of 27.9.2012

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: 3.12.2012 – 14:00
IV.3.4)Time limit for receipt of tenders or requests to participate

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

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 PQQ will be published on Hampshire County Council’s e-Sourcing Portal, In-tend.
Expressions of Interest must be by way of completion and return of a pre-qualification questionnaire via the Council’s e-tendering system In-tend, by the date and time specified in IV.3.4. Tenderers are required to register their company details on the In-tend e-tendering system. No charge is made for registration or access to this system.
Full details and user guides on how to register and operate the system are available via the link;

1. Suppliers’ Instructions How to Register on the e-Sourcing portal to express interest in this tender:
— Register your company on the e-Sourcing portal (this is only required once) – Browse to the e-Sourcing Portal:

— Registering your company: If you need to register your company, either click on the ‘register’ button on the left of the screen or click on ‘register’ on the toolbar at the top. This will take you to a registration screen. Complete all boxes shaded yellow. Adding other information will make it easier to contact you in future.
— Company Registration – If you are a charity, voluntary organisation etc without a company registration then please click on the ‘I do not have a company registration’.
— Primary user details – This will be the main contact in the organisation. You can add a further contact under additional users and in the company details once you have logged into In-Tend. When selecting the email address of the primary user, we recommend that you select a shared email address to ensure that it is regularly monitored.
— Additional user details – We recommend that you have more than one user to cover for annual leave and unplanned absences. You should not share passwords with colleagues as this could be a security risk if people leave your organisation and move to a competitor. All users will be able to see the same information but will have separate log ins. If you require more than two users then you will be able to add further users under the company details once you have logged in.
— Passwords – these must be between 6 and 8 characters. Passwords should never be shared with anyone. You should choose a password that cannot be guessed and this should not be written down.
— Business classification – click on the ‘Business Classifications’ tab. Search for classifications that are relevant to your company (note that clicking on the search button when the search field is blank will return all classifications). You can add as many or few classifications as you wish.
— Once all details are added click the ‘Register My Company’ button. If you have tried to register a company that has already been previously registered, you will get a message telling you that there has been a problem. Please ask the users that are already registered to add you to the existing company record. If you do not know who to contact within your organisation, then please contact Hampshire County Council at for advice.

— If you have successfully registered your company, a message will appear thanking you for your registration.
Each of the users registered will receive an e-mail confirming registration, their e-mail address and password.
Unique user IDs will also be provided and should be retained as a means of identification.
— This is the end of the registration process. Please note that this process only needs to be completed once. If you need changes in the future then go to the ‘company details’ and select the appropriate button for the areas that you wish to amend.
— Updating your company details:
You can update your company details at any time. Once logged in, click on ‘Company Details’ in the toolbar then select the relevant tab to update.
— Important – Do not register your company more than once. If your company is already registered and you want to change your company details or add a new contact for your company then please see the section on updating your company details above.
2. In order to express an Interest in the tender –
— Click on ‘Tenders’ then ‘Current’ in the toolbar. This will bring up a list of the current opportunities. Search for or scroll down to the tender that you are interested in and click on ‘View Details’ button. If once you have read the details and any clarifications, you are still interested in the project then click on the ‘Express Interest’ button.
— At this point, if you have not already done so, you will need to log into the website using the details that your company has already registered. If your company has not registered, click on the ‘Register’ button (see guidance above). If you require additional access to your existing registration, then see the updating your company details section above.
— Once you have expressed an interest you will be returned to the tender management screen where you will be able to see the status of the project.
— The ‘tender management’ screen gives more details about the project including: a summary of the project, tender documents, correspondence for the project, clarifications for the project (only visible if clarifications exist) and a history for the project.
— More than one document will have been attached. You can choose to either view or download any of the documents. Where you need to make amendments to a document e.g. to answer questions you must download the document before you can make changes.
— To download a document, click on the download document button and follow the instructions on the screen.
Each document will need to be saved individually – you can’t view or save multiple documents.
For guidance on uploading your tender response, please contact;

The framework agreement will be open for use by the following named authorities, in addition to Hampshire County Council;
Basingstoke and Deane Borough Council.
East Hampshire District Council.
Eastleigh Borough Council.
Fareham Borough Council.
Gosport Borough Council.
Hart District Council.
Havant Borough Council.
New Forest District Council.
Rushmoor Borough Council.
Test Valley Borough Council.
Winchester City Council.
Reading Borough Council.
See Link below:

As a high performing authority, Hampshire County Council is committed to ensuring the availability of high quality, sustainable accommodation with care and support for older people across the county. As the population changes, so do their needs, wants and aspirations. As a result of this, we are looking to stimulate the development of alternative accommodation and care services for the older persons population of Hampshire which will allow people to remain active, independent members of the community for as long as they are able. Full details and documentation will be issued along with the PQQ.
As more people choose to remain in their own homes, there is a continuing need to develop alternatives to traditional housing and care models and shift the balance towards alternatives that provide good outcomes and actively promote independence and choice. We see the development of high quality mixed tenure Extra Care housing schemes for older people as forming a key part of this.
Within Hampshire the current over 75 population of 118,842 is forecast to increase by 13 % by 2017, and by over 80 % by 2030. By 2017, 10 % of Hampshire’s population is expected to be over 75. To meet this need we have since 2007 successfully delivered through multi-agency working with partner organisations, 4 new build Extra Care schemes and enhanced the levels of care & support delivered in a further 12 existing sheltered schemes. Based on population projections, and our assessment of need, we recognise that much more remains to be done.
To meet the growing levels of demand Hampshire County Council has approved a strategy to extend the development of Extra Care Housing for older people from now until 2019, and is making available £45 million of capital funding to support this multi million pound programme.
To deliver this we are seeking to establish a Procurement Framework of suitably qualified organisations, or consortia of organisations to work in partnership with us and district council colleagues. It is anticipated that the majority of new Extra Care developments in Hampshire under this programme will be procured by means of this Framework, although we will also be making use of our general powers as a local authority with regard to both grant making and land disposals where more appropriate. The Framework is being established to enable the end-to-end commissioning of extra care as a single process, including the design; build; management; and where specified the delivery of care and support for a period of up to three years, after which the care element will be retendered. The exact extent of the service being commissioned on each occasion will be set out in the terms of each mini competition. To deliver on this all inclusive process, each successful framework organisation will be required to demonstrate an ability to deliver an extra care project from inception to running the housing element, and delivering care and support services once the building is complete.
Based upon recent soft market testing the County Council considers that the market is becoming increasingly stable and that this is an appropriate time to seek Framework providers.
The Council recognises the opportunity for organisations / businesses to form consortia for the purposes of tendering. To further assist organisations, some useful guidance has been produced by the National Council for Voluntary Organisations (NCVO). Although useful, this information should not be relied upon as a substitute for formal legal advice when setting up a consortium. The Council is unable to provide any advice to organisations / businesses on the forming and setting up of consortia and therefore your business/organisation should instead seek (where appropriate) its own independent advice on this matter. (Please note the Council is not responsible for the content of any external websites and is providing the above link for information only. The Council is not responsible for any loss, however arising, from the use of, or reliance on this information.).
Once places on the framework have been awarded, future funding opportunities to develop schemes through it will be notified to all members, who will be invited to submit specific proposals which will be evaluated through the running of a mini-competition. Members will not be required to take part in each mini-competition if they do not wish to.
Being part of this framework will give organisations and consortia the chance to bid for development opportunities only available through the framework. Whilst some developments may be undertaken outside of the framework agreement, only those developed through the framework will offer the successful organisation / consortia the opportunity to also deliver care and support services under a three year care contract as part of the overall development, after which the care element will be retendered.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:23.10.2012