Investment and Development has published this notice through Delta eSourcing
| Notice Summary |
|---|
| Title: | Framework for Commercial Agency Services |
| Notice type: | Contract Award Notice |
| Authority: | Investment and Development |
| Nature of contract: | Services |
| Procedure: | Open |
| Short Description: | Surrey Heath Borough Council (SHBC) is currently looking to set up a new multi-agency framework for SHBC investment agency services. Appointed suppliers will support the Council with acquisitions and disposals of property and land. The agents will be required to assist with the acquisition and disposal of retail, office, leisure, industrial and community assets. There is a further requirement for the agents to review the market for potential acquisition opportunities that may be of interest to the Council and present those for consideration. The Council will consider the assets that meet the following criteria: assist regeneration, promote economic growth, protect employment. There will be 3 lots:- 1.1Lot 1:Commercial sales and acquisitions 1.2Lot 2: residential sales and acquisitions 1.3Lot 3: retails sales and acquisitions Please note that the Council will be holding a bidder information meeting between the 9th and 12th May 2023. |
| Published: | 09/08/2023 10:55 |
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Section I: Contracting Authority
I.1) Name, Addresses and Contact Point(s):
Surrey Heath Borough Council
Surrey Heath House, Knoll Road, Camberley, GU15 3HD, United Kingdom
Tel. +44 7970659846, Email: vincent@vfhuntltd.onmicrosoft.com
Contact: Vincent Hunt
Main Address: https://www.surreyheath.gov.uk
NUTS Code: UKJ25
I.2) Joint procurement:
The contract involves joint procurement: No
In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
The contract is awarded by a central purchasing body: No
I.4)Type of the contracting authority:
Regional or local authority
I.5) Main activity:
General public services
Section II: Object Of The Contract
II.1) Scope of the procurement
II.1.1) Title: Framework for Commercial Agency Services
Reference number: 777289126
II.1.2) Main CPV code:
70330000 - Property management services of real estate on a fee or contract basis.
II.1.3) Type of contract: SERVICES
II.1.4) Short description: Surrey Heath Borough Council (SHBC) is currently looking to set up a new multi-agency framework for SHBC investment agency services. Appointed suppliers will support the Council with acquisitions and disposals of property and land. The agents will be required to assist with the acquisition and disposal of retail, office, leisure, industrial and community assets. There is a further requirement for the agents to review the market for potential acquisition opportunities that may be of interest to the Council and present those for consideration. The Council will consider the assets that meet the following criteria: assist regeneration, promote economic growth, protect employment. There will be 3 lots:- 1.1Lot 1:Commercial sales and acquisitions 1.2Lot 2: residential sales and acquisitions 1.3Lot 3: retails sales and acquisitions Please note that the Council will be holding a bidder information meeting between the 9th and 12th May 2023.
II.1.6) Information about lots
This contract is divided into lots: Yes
II.1.7) Total value of the procurement (excluding VAT)
Value: 1,398,000
Currency:GBP
II.2) Description (lot no. 1)
II.2.1) Title:1.1Lot 1:Commercial sales and acquisitions
Lot No:Lot 1
II.2.2) Additional CPV code(s):
70332200 - Commercial property management services.
II.2.3) Place of performance
Nuts code:
UKJ25 - West Surrey
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement: The Specification of Services to be provided under Lot 1 are set out below: 3.1.1 Overview of Surveying Services Requirements The Council requires the Framework Provider to be able to provide professional management, advice, guidance, negotiation and assistance on property and estates issues but for all the services on the following list. This list covers the main services required: Acquisition of freehold and leasehold property Disposal (includes letting and or commercial arrangements) of freehold and leasehold property Rent reviews Lease breaks and lease expires Lease renewals Dilapidations Landlord and Tenant issues including Landlord consents, service charges and claims Rating support services Strategic advice including the preparation and development of an estate strategy Procurement strategy for property related issues. Development consultancy and advice Valuations Planning and Planning Viability Assessments Condition surveys General advice on estate and property management General management duties Compulsory purchase Daylighting/ sunlighting/ overshadowing and rights of light Party wall awards Wayleaves and easements Other neighbourly matters
II.2.5) Award criteria:
Quality criterion - Name: Quality via method statements / Weighting: 60
Cost criterion - Name: Financial Bid Back / Weighting: 40
II.2.11) Information about options
Options: No
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: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/6C7634VEG3
II.2) Description (lot no. 2)
II.2.1) Title:1.2Lot 2: residential sales and acquisitions
Lot No:2
II.2.2) Additional CPV code(s):
70331000 - Residential property services.
II.2.3) Place of performance
Nuts code:
UKJ25 - West Surrey
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement: The Specification of Services to be provided under Lot 2 are set out below: 3.3.1 Disposal of freehold and leasehold property including shared ownership properties – Residential Where surplus property, space or holdings have been identified and, on receipt of an Order, the Provider will provide an initial report with budget costs, forecast incomes, anticipated outcomes and timings which take into account market conditions and risks, together with a recommendation to achieve the most favourable outcome for the Council. Following agreement with the Council, the Provider will undertake and manage the marketing and disposal through to a satisfactory conclusion for the Council and will provide a comprehensive final report to support a recommendation, including any need to claw back, with advice on amounts and mechanism. 3.3.2 Acquisition of freehold and leasehold property including shared ownership properties - Residential Following agreement on a procurement strategy, the Provider will undertake and manage a comprehensive search of available property solutions. 3.3.3 Valuations – Residential Valuations to the appropriate RICS standards are to be provided by the Provider where necessary in the provision of the Surveying Services outlined above. The Council may require independent standalone valuations which can take a number of forms including: Full valuations In accordance with RICS Valuation – Professional Standards March 2012, capital and rental values. Desk top Based upon property information provided by the Council, without the need for inspection – capital and rentals values. Capital Charge For internal charging purposes. Valuations to be based upon current open market existing use value (EUV); alternative use value (AUV), where that is greater and apportioned between land and buildings, with an assessment of remaining economic life. Independent ‘check’ valuations Verification of capital and rental values.
II.2.5) Award criteria:
Quality criterion - Name: Method statement scores / Weighting: 60
Cost criterion - Name: Financial bid back score / Weighting: 40
II.2.11) Information about options
Options: No
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: Not Provided
II.2) Description (lot no. 3)
II.2.1) Title:LOT 3 - RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT
Lot No:3
II.2.2) Additional CPV code(s):
70332000 - Non-residential property services.
II.2.3) Place of performance
Nuts code:
UKJ25 - West Surrey
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement: The Specification of Services to be provided under Lot 3 are set out below: 3.4.1 Disposal of freehold and leasehold property – Retail Where surplus property, space or holdings have been identified and, on receipt of an Order, the Provider will provide an initial report with budget costs, forecast incomes, anticipated outcomes and timings which take into account market conditions and risks, together with a recommendation to achieve the most favourable outcome for the Council. Following agreement with the Council, the Provider will undertake and manage the marketing and disposal through to a satisfactory conclusion for the Council and will provide a comprehensive final report to support a recommendation, including any need to claw back, with advice on amounts and mechanism. 3.4.2 Acquisition of freehold and leasehold property - Retail Following agreement on a procurement strategy, the Provider will undertake and manage a comprehensive search of available property solutions. 3.4.3 Valuations – Retail Valuations to the appropriate RICS standard are to be provided by the Provider where necessary in the provision of Estates Services outlined above. The Council may require independent standalone valuations which can take a number of forms including: Full valuations In accordance with RICS Valuation – Professional Standards March 2012, capital and rental values.
II.2.5) Award criteria:
Quality criterion - Name: Method statement scores / Weighting: 60
Cost criterion - Name: Financial Bid Back / Weighting: 40
II.2.11) Information about options
Options: No
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: Not Provided
Section IV: Procedure
IV.1) Description
IV.1.1)Type of procedure: Open
IV.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement: No
IV.1.6) Information about electronic auction
An electronic auction has been used: No
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
Notice number in the OJEU: 2023/S 000-011704
IV.2.9) Information about termination of call for competition in the form of a prior information notice
The contracting authority will not award any further contracts based on the above prior information notice: No
Section V: Award of contract
Award Of Contract (No.1)
Contract No: Not Provided
Lot Number: 1
Title: Commercial Agency Services
A contract/lot is awarded: Yes
V.2) Award of contract
V.2.1) Date of conclusion of the contract: 02/08/2023
V.2.2) Information about tenders
Number of tenders received: 11
Number of tenders received from SMEs: 7 (SME - as defined in Commission Recommendation 2003/361/EC)
Number of tenders received from tenderers from other EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 11
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
CITICENTRIC LIMITED, UK
CITICENTRIC HOUSE, 20 THE GROVE, WOKING, GU21 4AE, United Kingdom
NUTS Code: UKJ2
The contractor is an SME: Yes
Contractor (No.2)
LAMBERT SMITH HAMPTON GROUP LIMITED, UK
55 WELLS STREET, LONDON, W1T 3PT, United Kingdom
NUTS Code: UKI
The contractor is an SME: No
Contractor (No.3)
VAIL WILLIAMS LLP, UK
VAIL WILLIAMS LLP, SAVANNAH HOUSE, 3 OCEAN WAY, OCEAN VILLAGE, SOUTHAMPTON, SO14 3TJ, United Kingdom
NUTS Code: UKJ32
The contractor is an SME: Yes
Contractor (No.4)
HARTNELL TAYLOR COOK LLP, UK
NIGHTINGALE HOUSE, REDLAND HILL, REDLAND, BRISTOL, BS6 6SH, United Kingdom
NUTS Code: UKK1
The contractor is an SME: Yes
Contractor (No.5)
JONES LANG LA SALLE LIMITED, UK
30 WARWICK STREET, LONDON, W1B 5NH, United Kingdom
NUTS Code: UKI
The contractor is an SME: No
Contractor (No.6)
STILES HAROLD WILLIAMS PARTNERSHIP LLP, UK
21- 33 DYKE ROAD, BRIGHTON, BN1 3FE, United Kingdom
NUTS Code: UKJ21
The contractor is an SME: Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 466,000
Total value of the contract/lot: 466,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.2)
Contract No: Not Provided
Lot Number: 2
Title: Residential Sales and Acquisitions
A contract/lot is awarded: Yes
V.2) Award of contract
V.2.1) Date of conclusion of the contract: 02/08/2023
V.2.2) Information about tenders
Number of tenders received: 4
Number of tenders received from SMEs: 3 (SME - as defined in Commission Recommendation 2003/361/EC)
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 4
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
PHI CAPITAL INVESTMENTS LIMITED, UK
CHERTSEY ROAD, 61 CHERTSEY ROAD, WOKING, GU21 5BN, United Kingdom
NUTS Code: UKJ25
The contractor is an SME: Yes
Contractor (No.2)
LAMBERT SMITH HAMPTON GROUP LIMITED, UK
55 WELLS STREET, LONDON, W1T 3PT, United Kingdom
NUTS Code: UKI
The contractor is an SME: No
Contractor (No.3)
MADISON BROOK LIMITED, UK
RAILWAY ARCHES, 8A CHANCEL STREET, LONDON, SE1 OUR, United Kingdom
NUTS Code: UKI
The contractor is an SME: Yes
Contractor (No.4)
STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP, UK
21- 33 DYKE ROAD, BRIGHTON, BN1 3FE, United Kingdom
NUTS Code: UKJ21
The contractor is an SME: Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 466,000
Total value of the contract/lot: 466,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Award Of Contract (No.3)
Contract No: Not Provided
Lot Number: 3
Title: RETAIL SALES AND ACQUISITIONS
A contract/lot is awarded: Yes
V.2) Award of contract
V.2.1) Date of conclusion of the contract: 02/08/2023
V.2.2) Information about tenders
Number of tenders received: 7
Number of tenders received from SMEs: 6 (SME - as defined in Commission Recommendation 2003/361/EC)
Number of tenders received from tenderers from other EU Member States: Not Provided
Number of tenders received from tenderers from non-EU Member States: Not Provided
Number of tenders received by electronic means: 7
V.2.3) Name and address of the contractor
The contract has been awarded to a group of economic operators: Yes
Contractor (No.1)
SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS, UK
CLUB CHAMBERS, MUSEUM STREET, YORK, YO1 7DN, United Kingdom
NUTS Code: UKE21
The contractor is an SME: Yes
Contractor (No.2)
CITICENTRIC LIMITED, UK
CITICENTRIC HOUSE, 20 THE GROVE, WOKING, GU21 4AE, United Kingdom
NUTS Code: UKJ25
The contractor is an SME: Yes
Contractor (No.3)
HARTNELL TAYLOR COOK LLP, UK
NIGHTINGALE HOUSE, REDLAND HILL, REDLAND, BRISTOL, BS6 6SH, United Kingdom
NUTS Code: UKK11
The contractor is an SME: Yes
Contractor (No.4)
JONES LANG LA SALLE LIMITED, UK
30 WARWICK STREET, LONDON, W1B 5NH, United Kingdom
NUTS Code: UKI
The contractor is an SME: No
Contractor (No.5)
OWEN ISHERWOOD LIMITED, UK
1 WEY COURT, MARY ROAD, GUILDFORD, GU1 4QU, United Kingdom
NUTS Code: UKJ2
The contractor is an SME: Yes
Contractor (No.6)
STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP, UK
21- 33 DYKE ROAD, BRIGHTON, BN1 3FE, United Kingdom
NUTS Code: UKJ21
The contractor is an SME: Yes
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: 466,000
Total value of the contract/lot: 466,000
Currency: GBP
V.2.5) Information about subcontracting
The contract is likely to be subcontracted: No
Section VI: Complementary information
VI.3) Additional information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=800232832
VI.4) Procedures for review
VI.4.1) Review body
Royal Courts of Justice
Strand,, London, WC2A 2LL, United Kingdom
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures: Not Provided
VI.4.4) Service from which information about the review procedure may be obtained
Royal Courts of Justice
Strand,, London, WC2A 2LL, United Kingdom
VI.5) Date of dispatch of this notice: 09/08/2023