HMRC: HMRC Estates ‎Transformation Strategic Delivery Partner

UK-Manchester: Real estate services.

Section I: Contracting Authority
   I.1)Name, Addresses and Contact Point(s):
      HM Revenue & Customs
      5th Floor West, Ralli Quays, 3 Stanley Street, Salford, Manchester, M60 9LA, United Kingdom
      Tel. +44 300058850, Email: valerie.sharrocks@hmrc.gsi.gov.uk, URL: www.HMRC.gov
      Contact: Valerie Sharrocks

      Further information can be obtained at: As Above       
      Specifications and additional documents: As Above       
      Tenders or requests to participate must be sent to: As Above       
   
   I.2)Type of the contracting authority:
      Ministry or any other national or federal authority, including their regional or local sub-divisions

   I.3) Main activity:
      Other: Direct and Indirect Taxes

   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: SERVICES
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority: HMRC Estates ‎Transformation Strategic Delivery Partner
      II.1.2)Type of contract and location of works, place of delivery or of performance: SERVICES         
         Service Category: 27

         Region Codes: UK - UNITED KINGDOM         
      II.1.3) Information about a public contract, a framework or a dynamic purchasing system:The notice involves a public contract                                                       
      
      II.1.5)Short description of the contract or purchase:
      Real estate services. Infrastructure works consultancy services. Construction project management services. Construction management services. Business and management consultancy services. Property management services of real estate on a fee or contract basis. Project management consultancy services. Procurement consultancy services. Commercial property management services. Real Estate Services - HM Revenue and Customs (HMRC) is the UK’s tax and customs authority, through our customs service we facilitate legitimate trade and protect our economic, social and physical security. HMRC is transforming the way it works in order to meet changing times, our working environments have a crucial role to play in this. To drive our business forward, we need offices that help us to work differently day-to-day as teams and individuals, creating a modern culture of openness, flexibility and collaboration. By 2020, it is anticipated that around 95 per cent of our workforce will be based in a network of up to 13 Regional Centres, these will vary in size from 1,200 to 7,500 staff and will be a mixture of existing buildings, new builds and acquisitions, the existing 170 offices will close as new Regional Centres open. There will be a small number of specialist sites in addition to the Regional Centres and Regional Centres may form part of larger Government Hub campuses. The appointed Strategic Delivery Partner will work alongside HMRC as client and other specialist consultants including legal advisers and commercial property advisers who will explore and develop potential options in each location. The scope for the SDP will be refined as the programme develops with the potential for continuity of provision from advice through to successful delivery. The current Core Services include the following areas of leadership support and delivery:
•Advisory Services
•Programme Management & Governance
•Project Management
•Financial Appraisal
•Communications & Stakeholder Management
•Commercial Strategy
In addition to the Core Services, HMRC may require the SDP to: develop and/or oversee technical, security, environmental standards and a facilities management plan, implement the procurement strategy, provide day to day management of the supply chain, provide audit and assurance services, cost modelling and benefits realisation.
         
      II.1.6)Common Procurement Vocabulary:
         70000000 - Real estate services.
         
         71311300 - Infrastructure works consultancy services.
         
         71541000 - Construction project management services.
         
         71540000 - Construction management services.
         
         79410000 - Business and management consultancy services.
         
         70330000 - Property management services of real estate on a fee or contract basis.
         
         72224000 - Project management consultancy services.
         
         79418000 - Procurement consultancy services.
         
         70332200 - Commercial property management services.
         

      II.1.7) Information about Government Procurement Agreement (GPA):
         The contract is covered by the Government Procurement Agreement (GPA): No       
      II.1.8)Lots:
         This contract is divided into lots: No
      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:
      The contract will be awarded for 3 years with an option to extend by up to a further 2 years (1+1). HMRC or its agents require the ability to ‘terminate for convenience’ the contract if there is a significant scope change to the programme that changes the basis of the original award. This termination to be at 30 days’ notice at nil cost (other than completion of outstanding payments).
The Core Services will be for strategic advice and consultancy, planning and design, programme mobilisation, procurement support and delivery co-ordination in direct support of the HMRC estates transformation board in successfully managing the building our future workplaces programme. HMRC is looking for a partner that can provide significant additional expertise, innovation and experience to the Transformation Director and his leadership team to enable successful planning and project delivery.
The scope for the SDP will be refined as the programme develops. The current core services include the following areas of leadership, support and delivery for 13 Regional Centres by 202 including 3 Early Adopter Sites in year 1:
•Advisory Services
•Estates Project Support Office
•Project Management
•Technical Support
•Business Cases
•Communications & Stakeholder Management
•Commercial
•Supply Chain Management
•Assurance

In addition to the Core Services, HMRC may require the SDP to: develop and/or oversee physical security infrastructure, a facilities management plan, provide audit and assurance services, planning advice, travel planning and additional services in the event of a freehold acquisition.                  
         Estimated value excluding VAT:
         Range between: 3,000,000 and 5,000,000
         Currency: GBP
               
      
      II.2.2)Options: No          
         II.2.3)Information about renewals:
            This contract is subject to renewal: Not Provided         
   II.3)Duration Of The Contract Or Time-Limit For Completion      
      Not Provided
   Information About Lots
               
Section III: Legal, Economic, Financial And Technical Information
   III.1)Conditions relating to the contract
      III.1.1)Deposits and guarantees required:
      Not Provided
      
      III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
      HMRC operates an Enterprise Resource Planning (electronic trading/ordering) system and has a Purchase Order Mandatory Policy. Successful tenderers will be required to provide information so that they can be adopted onto the system. Payment will be made by BACS within 30 days of receipt of a valid invoice
      
      III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
      Joint and several liability
      
      III.1.4)Other particular conditions:
         The performance of the contract is subject to particular conditions:Yes       
      If Yes, description of particular conditions:
      Any contract or framework agreement awarded will be subject to the Authority's Conditions of Contract      
   III.2)Conditions For Participation
      III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers:

      As stated in Section VI.3, HMRC is using an e-sourcing (eTendering) tool or application for this procurement. Tenders will normally not be fully considered or evaluated unless Tenderers have first demonstrated that they have the necessary personal standing and are eligible and suitable to be awarded a public contract. Tenderers will therefore be required to provide a statement within an online “selection questionnaire” as to whether any of the circumstances (relating to mandatory and discretionary grounds for exclusion) described in Regulation 23 of the Public Contracts Regulations 2006 apply. Revenue compliance will be considered and checks will be undertaken throughout the tendering exercise, using, as applicable, information from HMRC’s own records. UK applicants will be required to provide their tax reference numbers: i.e. Value Added Tax registration number, PAYE collection reference and Corporation Tax or Self-Assessment reference, as applicable. Overseas or non-UK Tenderers will be required to submit a certificate of tax compliance obtained from the country in which they are resident for tax purposes. If a company is a subsidiary, a member of a group or a consortium, the above details may also be required in respect of the parent company, other group members or each consortium member as appropriate. Information may also be required in respect of sub-contractors who will prospectively be performing core or major elements of the requirement      
      III.2.2)Economic and financial capacity
         Economic and financial capacity - means of proof required:         
         
         Information and formalities necessary for evaluating if requirements are met:
         As stated in Section VI.3, HMRC is using an e-sourcing (eTendering) tool or application for this procurement. Tenders will normally not be fully considered or evaluated unless Tenderers have first demonstrated via an online “selection questionnaire” that they have the necessary economic or financial capacity to perform the contract. Actual requirements will vary depending on the particular requirement or contractual opportunity, but, as a minimum, the questionnaire will request the following information: 1) audited accounts (to include balance sheet and statement of profit and loss) and/or similar financial statements or information; 2) statement of turnover in respect of the required goods and/or service only; and 3) details of Public Liability and Employers Liability Insurance (as applicable) and other relevant insurances. If a company is a subsidiary, a member of a group or a consortium, the above details may also be required in respect of the parent company, other group members or each consortium member as appropriate
      
      III.2.3)Technical capacity
         Technical capacity - means of proof required         
         
         Information and formalities necessary for evaluating if requirements are met:
         As stated in Section VI.3, HMRC is using an e-sourcing (eTendering) tool or application for this procurement. Tenders will normally not be fully considered or evaluated unless Tenderers have first demonstrated via an online “selection questionnaire” that they have the necessary technical capacity to perform the contract. Actual requirements will vary depending on the particular requirement or contractual opportunity, but, as a minimum, the questionnaire will request the following information: 1) details of the principal business areas(s) in which the company is engaged and its structure, site locations and facilities; 2) evidence of previous relevant experience in the last 3 years, demonstrating capacity and ability to provide the required goods and/or services, inclusive of dates, size/value of contract and customer address/contact names for reference purposes; 3) details of quality systems in place, including (if applicable) details and copy certification relating to formal accreditation held, such as BS, ISO or equivalent; 4) information relating to compliance with Health & Safety, Equalities and Environmental legislation; and 5) a list of professional associations or trade bodies to which the organisation or individuals in the organisation belong. If a company is a subsidiary, a member of a group or a consortium, the above details may also be required in respect of the parent company, other group members or each consortium member as appropriate      
      III.2.4)Information about reserved contracts: Not Provided   
   III.3)Conditions Specific To Service Contracts
      III.3.1)Information about a particular profession:
         Execution of the service is reserved to a particular profession: Not Provided      
      III.3.2)Staff responsible for the execution of the service:
         Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: Not Provided
Section IV: Procedure
   IV.1)Type Of Procedure
      IV.1.1)Type of procedure: Open
   
   IV.2)Award Criteria
      IV.2.1)Award criteria:      
         The most economically advantageous tender in terms of
            The criteria stated below
            Criteria - Weighting
            Award Criteria - Experience of Supplier & Team - 15
            Award Criteria - People - 10
            Award Criteria - Understanding of Requirement - 15
            Award Criteria - Planning - 5
            Award Criteria - Project Support Office - 10
            Award Criteria - Standard Questions - 10
            Award Criteria - Costs - 35

      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: 1601-PSCR-1208-HMRC Estates Transformarion Strategic Development Partner-OJEU-Open      
      IV.3.2)Previous publication(s) concerning the same contract: Yes
         Prior information notice
            Notice number in OJEU: 2015/S 199 - 361365 of 14/10/2015
               
         Other previous publications: No                

      IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document:

      Date: 20/01/2016
      Time-limit for receipt of requests for documents or for accessing documents: 14:00
         Payable documents: No       
      
      IV.3.4)Time-limit for receipt of tenders or requests to participate
         Date: 27/01/2016
         Time: 11:59      
      IV.3.6)Language(s) in which tenders or requests to participate may be drawn up:         English
         
      IV.3.7)Minimum time frame during which the tenderer must maintain the tender
         Duration in days: 30
      
      IV.3.8)Conditions for opening tenders
         Persons authorised to be present at the opening of tenders: Yes
            HMRC will be using an e-sourcing (e-tendering) tool/application for this procurement. This prevents any information provided by the applicant or tenderer from being viewed by the Authority until the e-sourcing event is closed. The e-sourcing (e-tendering) application will display the closing date and time for this particular tendering exercise within the event. The close time will be the earliest point at which the HMRC nominated or a tender defined evaluation team member will be able to open and view the tender responses. Therefore, the opening time for tenders will coincide with the close date and time for the event and all tenders will become visible to the HMRC nominated or event defined tender evaluation team in any place that provides access to the e-sourcing tool/application at that time


Section VI: Complementary Information

   VI.1)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 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.HMRC is conducting this tendering exercise under the OJEU Open procedure and is using an eSourcing (eTendering) tool or application. (Information about the e-Sourcing application, and about supplying to HMRC in general, is available on the HMRC website: www.hmrc.gov.uk/about/supplying.htm.) Economic operators who require access to the online tender documentation will need to register using this http address - http://hmrc.Economic operator-eu.ariba.com/ad/register/SSOActions?type=full. You will then receive confirmation via a system generated email that you are registered as a potential HMRC Economic operator. Any Economic operators who are already registered with Ariba can ignore this step in the process. Confirmation of registration will be provided via a system generated email, when confirmation has been received an email should be sent to commercialadminsupportteam@hmrc.gsi.gov.uk entitled ‘’1601-PSCR-1208-HMRC Estates ‎Transformation Strategic Delivery Partner-PSCR’’, this will be treated as a request to access that specific online event. Respondents will then receive email confirmation that they have been given access to the online event and how to submit their proposal. The email request to participate may be submitted at any time up to, but no later than 14.00 on 20/01/2016. Economic operators who have complied with the foregoing will receive details of how to access the online Tender documentation. Online Tender documentation must be fully completed (and any requested associated hard-copy documents received by HMRC) no later than 11.59 on 27/01/2016. Tender documentation not submitted in the required form (or containing the requested information) may be rejected. (When requesting access to the online Tender documentation, please notify the Authority if you have any accessibility issues (disabilities) which may prevent you from providing a high quality response using the eSourcing application. This will then allow HMRC to agree with you an appropriate format for you to view and respond to the requirements). All communications shall be in English. Tenders, when invited, and all supporting documentation must be priced in Sterling and all payments under the contract will be in Sterling. Any contract or agreement resulting from the Invitation to Tender will be considered as a contract made in England according to English Law and subject to the exclusive jurisdiction of the English courts. The Awarding Authority does not bind itself to accept any tender and reserves the right to accept any part of the tender unless the tenderer expressly stipulates to the contrary
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=178147562
GO-201614-PRO-7532533 TKR-201614-PRO-7532532
   
   VI.4)Procedures For Appeal
      VI.4.1)Body responsible for appeal procedures:
      See V1.4.2

      VI.4.2)Lodging of appeals: HMRC will incorporate a minimum 10 calendar day standstill period at the time the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to seek further debriefing from the contracting authority before the contract is entered into. Such additional information should be requested from the address at I.1. Where a contract has not been entered into, the Court may order the setting aside of the award decision or order the Authority to amend any document and may award damages. If the contract has been entered into, the Court may only award damages   
   
      VI.4.3)Service from which information about the lodging of appeals may be obtained:
            Not Provided

   VI.5) Date Of Dispatch Of This Notice: 04/01/2016

ANNEX A