Sovereign Housing Association Property Valuation Services Tender

Annual valuation of housing properties for accounts purposes. Annual funder re-valuations.

United Kingdom-Newbury: Real estate services

2017/S 181-370812

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Sovereign Housing Association
Woodlands, 90 Bartholomew Street
Newbury
RG14 5EE
United Kingdom
E-mail: nigel.leighton@sovereign.org.uk
NUTS code: UKK

Internet address(es):Main address: www.sovereign.org.uk

Address of the buyer profile: www.sovereign.org.uk

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: http://www.delta-esourcing.com/tenders/UK-UK-Newbury:-Real-estate-services./7D4RNBN349

Additional information can be obtained from the abovementioned address

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

Housing and community amenities

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Property Valuation Services.

II.1.2)Main CPV code

70000000

II.1.3)Type of contract

Services

II.1.4)Short description:

Sovereign Housing Association Ltd is seeking to appoint valuers to provide property valuations for the Sovereign operating area.

— Annual valuation of housing properties for accounts purposes.

— Annual funder re-valuations.

— Periodic five-yearly funder revaluations, including bond issues.

— Ad hoc new funding valuations.

II.1.5)Estimated total value

Value excluding VAT: 740 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2)Description

II.2.1)Title:

II.2.2)Additional CPV code(s)

70000000

66171000

66600000

70331000

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

United Kingdom.

II.2.4)Description of the procurement:

Sovereign Housing Association Ltd is seeking to appoint valuers to provide property valuations for the Sovereign operating area.

— Annual valuation of housing properties for accounts purposes (EUV-SH and indicative MV-ST valuation of approximately 48 000 social rented properties, EUV-SH valuation of 5 300 Shared ownership properties, OMV (investment) value of a portfolio of c 600 market rent properties and OMV value of 2 serviced apartment blocks).

— Annual funder re-valuations (10 annual semi-desktop revaluations totalling approximately 15 000 properties and 2 annual desktop valuations for public bond issues totalling 7 500 properties).

— Periodic five-yearly funder revaluations, including bond issues (4 such valuations are anticipated during the next two years totalling 10 000 properties with a further 4 valuations totalling 7 500 properties are anticipated in the subsequent 3 year extension).

— Ad hoc new funding valuations.

The Agreement will be for an initial term of 2 (two) years starting on the 1st April 2018 with the potential for extension of up to 3 (three) further years by mutual agreement. The first valuation requirements will be in respect of 31.3.2018 year end.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Quality / Weighting: 20

Cost criterion – Name: Price / Weighting: 80

II.2.6)Estimated value

Value excluding VAT: 740 000.00 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 Agreement will be for an initial term of 2 (two) years starting on the 1.4.2018 with the potential for extension of up to 3 (three) further years by mutual agreement. The estimated contract value reflects the 5 year term.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no

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

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:

Information is provided in the 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

Execution of the service is reserved to a particular profession

Reference to the relevant law, regulation or administrative provision:

Approved Panel Valuer requirements as listed in the tender documentation.

III.2.2)Contract performance conditions:

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: no

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: 24/10/2017

Local time: 17:00

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: 3 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 25/10/2017

Local time: 09:00

Place:

Sovereign Housing Association.

Information about authorised persons and opening procedure:

Senior Procurement Manager.

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic invoicing will be accepted

Electronic payment will be used

VI.3)Additional information:

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-Newbury:-Real-estate-services./7D4RNBN349

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/7D4RNBN349

GO Reference: GO-2017919-PRO-11052273.

VI.4)Procedures for review

VI.4.1)Review body

Sovereign Housing Association
Woodlands, 90 Bartholomew Street
Newbury
RG14 5EE
United Kingdom

VI.4.2)Body responsible for mediation procedures

Sovereign Housing Association
Newbury
United Kingdom

VI.4.3)Review procedure

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

Sovereign Housing Association
Newbury
United Kingdom

VI.5)Date of dispatch of this notice:

19/09/2017