Social Housing Reform Programme

Social Housing Reform Programme

DSD Social Housing Reform Programme – Asset Consultancy Services and Associated Technical Services.

United Kingdom-Belfast: Surveying services

2014/S 055-092144

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Department for Social Development
Lighthouse Building, Gasworks Business Park, 1 Cromac Place
For the attention of: Morris McCracken
BT7 2JB Belfast
Telephone: +44 2890816475

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

Body governed by public law
I.3)Main activity

Housing and community amenities
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

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

DSD Social Housing Reform Programme – Asset Consultancy Services and Associated Technical Services.
II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 12: Architectural services; engineering services and integrated engineering services; urban planning and landscape engineering services; related scientific and technical consulting services; technical testing and analysis services
Main site or location of works, place of delivery or of performance: Northern Ireland.

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)

The Department for Social Development (DSD) require Asset Consultancy Services and Associated Technical Services in order to facilitate the consideration of options for landlord arrangements as well as informing and enhancing Northern Ireland Housing Executive (NIHE) business-as-usual activity in the interim and in this respect a collateral warranty to NIHE as current landlord will be required. A critical line of business requirement also exists to determine the condition, future investment requirements and value of the public housing asset and if and when the circumstances require it, subject to the decisions of the relevant Departmental Minister and the Northern Ireland Executive, to provide collateral warranties in respect of that requirement to NIHE (or a successor or assign) as potential transferor and to potential transferee landlords and their funders. It is possible that no transfer will take place and thus there can be no guarantee of work beyond Part 1 of this contract. Alternatively transfers may take place over a number of years.
NIHE is Northern Ireland’s comprehensive public housing authority. It has a wide range of landlord and non-landlord functions and it is a non-departmental public body which is monitored by the Department. This contract relates to the landlord component of the NIHE’s business. In total, the organisation has some 90 000 properties under its ownership and management, the vast majority being traditional two storey terraced and semi-detached dwellings. The organisation currently spends around GBP 135 m annually (based on 2012/2013) on repairs, maintenance, adaptation and improvement activity related to the stock and its land holdings.
II.1.6)Common procurement vocabulary (CPV)

71355000, 71315100, 71315300

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

The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

In relation to this contract, Asset management and property consultancy services required include the following:
— a sample stock condition survey of all assets linked to the Northern Ireland Housing Executive Landlord function;
— associated asset management, property and housing consultancy services;
— including a costed assessment of future repairs, maintenance and improvement requirements;
— including a costed assessment of future repairs, maintenance and improvement backlogs;
— including a variety of valuations;
— and a valuation(s) possibly in relation to the transfer of the Housing Stock to a new Landlord(s) the nature and number of which have yet to be determined through assessment by business case and the political decision-making process;
— supporting due diligence activities.
Part 1 of the contract comprising stock condition surveys, stock valuations, quality assurance activities, asset performance modelling, landlord business planning and asset strategy formation in relation to business-as-usual activities, potential stock transfer(s) and/or raising finance is expected to commence on or around 18.7.2014 and to be completed on or around 31.3.2015. If required by DSD in its sole discretion, Part 2 of the contract comprising quality assurance activities, service continuity planning, implementation planning, transaction due diligence, contract formation, refreshing valuations and top-up surveys in relation to business-as-usual activities, potential stock transfer(s) and/or raising finance would be expected to commence on or around April 2015 and to complete on or around April 2017. In addition, where required by DSD in its sole discretion, the successful tenderer may be required to update the information as necessary to support any transfers as set out at section II.1.5) above
Estimated value excluding VAT:
Range: between 4 000 000 and 6 400 000 GBP
II.2.2)Information about options

Options: yes
Description of these options: The contract includes an option to provide additional Asset Consultancy Services and Associated Technical Services depending on the outcome of the initial project (Part 1) and other conditions as further specified in the Pre-Qualification Questionnaire or in the Project Information Memorandum. It is envisaged that this option (Part 2), if exercised would be expected to commence on or around April 2015.
II.2.3)Information about renewals

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

Starting 18.7.2014.

Section III: Legal, economic, financial and technical information

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

The Candidate must confirm that it is willing to provide a parent company guarantee, performance bond, collateral warranties and/or other security arrangements to the satisfaction of the Authority each as required by the proposed contract and/or Invitation to Participate in Dialogue.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

As set out in the invitation to participate in dialogue documentation.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

No specific legal form is required but if a contract is awarded to a consortium the Contracting Authority will generally require the consortium members to be jointly and severally liable in respect of all obligations and liabilities relating to the contract agreement before entering into the contract.
The Contracting Authority may at its sole discretion consider appointing a lead contracting entity whose performance is fully guaranteed by other members of the consortium. Applicants will be required to provide full details of any proposed consortium arrangements when expressing an interest in this contract.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: If an Economic Operator (EO) fails to reach satisfactory levels of performance the EO may be issued with a Certificate of Unsatisfactory Performance. The issue of a Certificate of Unsatisfactory Performance will result in the EO being excluded from all procurement competitions being undertaken by Contracting Authorities on behalf of bodies covered by the Northern Ireland Procurement Policy for a period of twelve months from the date of issue of the certificate.
A list of these bodies can be viewed at:

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: Details are included in the pre-qualification documentation.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As specified in the pre-qualification documentation.
Minimum level(s) of standards possibly required: The Candidate, in their expression of interest, must provide the following: a) evidence that it has the ability to take out and maintain the following minimum insurances:- Professional Indemnity Insurance of 10 000 000 GBP (for each and every claim); Statutory Employer’s Liability Insurance; and, Public Liability Insurance of 10 000 000 GBP.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As specified in the pre-qualification documentation.
Minimum level(s) of standards possibly required:
As specified in the pre-qualification documentation.
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

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

Envisaged number of operators: 3
Objective criteria for choosing the limited number of candidates: As set out in the Pre-Qualification Questionnaire in accordance with the Public Contracts Regulations 2006 (as amended).
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 no
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:

Project 15412.
IV.3.2)Previous publication(s) concerning the same contract

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate

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

Duration in months: 6 (from the date stated for receipt of tender)
IV.3.8)Conditions for opening of 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

Suppliers Instructions How to Express Interest in this Tender:
1. Register your company on the eSourcing portal (this is only required once): and click the link to register – Accept the terms and conditions and click ‘continue’ – Enter your correct business and user details – Note the username you chose and click ‘Save’ when complete – You will shortly receive an email with your unique password (please keep this secure).

2. Express an Interest in the tender – Login to the portal with the username/password – Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) – Click on the relevant PQQ/ ITT to access the content. – Click the ‘Express Interest’ button at the top of the page. – This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box.
3. Responding to the tender – Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining) – You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification – Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT – There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.
Please note with regard to Section I.2, under the question relating to whether the Contracting Authority is purchasing on behalf of other bodies. The Northern Ireland Housing Executive has rights in respect of the relevant properties and requires the benefit of a collateral warranty. However the contract will be with the Department for Social Development.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: DSD will incorporate a standstill period at the point information on the award of the contract is communicated to tenderers. That notification will provide information as required by Regulations 32 and 32A of the Public Contracts Regulations 2006 (as amended). The standstill period, which will be for a minimum of 10 calendar days, provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into.
The Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:14.3.2014