Sovereign Housing Association : Property Valuation Services

UK-Newbury: Real estate services.
Section I: Contracting Authority
      I.1) Name and addresses
             Sovereign Housing Association
             Woodlands, 90 Bartholomew Street, Newbury, RG14 5EE, United Kingdom
             Email: nigel.leighton@sovereign.org.uk
             Main Address: www.sovereign.org.uk, Address of the buyer profile: www.sovereign.org.uk
             NUTS Code: UKK
      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.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 sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      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       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      70000000 - Real estate services.

      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       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      70000000 - Real estate services.
      66171000 - Financial consultancy services.
      66600000 - Treasury services.
      70331000 - Residential property services.
      
      II.2.3) Place of performance:
      UK UNITED KINGDOM
      
      II.2.4) Description of 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 31st March 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       
      Currency: 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 1st April 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             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: 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       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


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       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   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          
      Not Provided          
      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: Yes    

Section IV: Procedure
   IV.1) Description OPEN
      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    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   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:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 24/10/2017 Time: 17:00
            
      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 month(s): 3
      
      IV.2.7) Conditions for opening of tenders:
         Date: 25/10/2017
         Time: 09:00
         Place:
         Sovereign Housing Association
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted Yes       
   Electronic payment will be used Yes       
   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
   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
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          Sovereign Housing Association
       Newbury, United Kingdom
   VI.5) Date Of Dispatch Of This Notice: 19/09/2017

Annex A