Official UK procurement notice
2700_22 Estates Management Professional Services
Authority: ESPO
What is being bought12 lots · detail below
Published requirement descriptionA national framework agreement for the provision of estates management consultancy services relating to the use, management, acquisition, disposal and development of land and property, and associated services.
CPV: Commercial property management services · Development services of real estate · Feasibility study, advisory service, analysis · Land sale or purchase services · Non-residential property renting or leasing services · Property management services of real estate on a fee or contract basis · Real estate services · Urban planning and landscape architectural services
How this framework works
From the published notice- Bids received
- 47 bids on the busiest of 11 lots · 33 suppliers appointed
- Framework period
- 2 yrs from 29 Mar 2022
Lots and requirements (12)Procurement structure
12 lots · all with a published value · same evaluation weights on every lotEvery one of these 3 lots carries the same published figure, £20,000,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.
Lot #12700_22 Estates Management Professional ServicesPlannedPublished value£40,000,000
The lot structure will be determined on the tender stage.
Lot #2Lease ManagementAwardedPublished value£10,000,000
The lease management services covered under the framework will comprise advice on interim and market rents and negotiation of lease renewals and rent reviews for a commercial or agricultural setting.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #3Property/Estate ManagementAwardedceiling above
A broad range of estates management services will be covered under the framework, including, but not limited to: day-to-day management of leased properties, including dealing with maintenance and repair issues, liaison with tenants, preparation of budgets, negotiation and documentation of tenancy agreements, advice on maximising revenue, and review of rents.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #4Strategic Asset Management and Development ConsultancyAwardedPublished value£10,000,000
This lot will cover services relating to the maximisation of value of individual and groups of properties within an urban or rural area.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #5Compulsory Purchase and CompensationAwardedceiling above
This lot will cover advice on all aspects of compensation claims.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #6Workplace and Workspace ManagementAwardedPublished value£10,000,000
This lot covers a broad range of estates management professional services in relation to workplace and workspace management, including:
- Building asset management and tracking
- Property performance management, analysis and reporting including expert analysis reports and any recommended corrective action
- Contingency planning and disaster recovery planning
- Smarter working and space management
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #7Planning ConsultancyAwardedceiling above
This lot comprises services including, but not limited to:
- Obtaining planning approvals, including appeals
- Planning history reports
- Planning feasibility
- Enforcement
- Assessment of land use options
- Preparation of development briefs for informal Local Planning Authority Agreement
- Stakeholder consultations
- Monitoring consultations and attending committees
- LDF’s representation and monitoring
- Pursing representations at inquiry stage
- Reviewing proposed modifications/adoption proceedings
- Advice and negotiation of Section 106 and Grampian conditions, including developer contributions
- Master planning
- Noise and sound sensitivity
- Site and ground surveys
- Conservation areas
- Environment assessments
- Flood risk assessments
- Topography and tree surveys
- Contamination
- Air quality testing
- Ecology
- Advice on strategic tree planting (location)
- Land quality
- Elements of the landscape
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #8Fixed Asset ValuationAwardedPublished value£16,000,000
The valuation services covered by the framework will comprise the full range of services under the Royal Institution of Chartered Surveyors valuation faculty.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #9Rating ValuationAwardedPublished value£16,000,000
The valuation services covered by the framework will comprise the full range of services under the Royal Institution of Chartered Surveyors valuation faculty.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #10General ValuationAwardedPublished value£16,000,000
The valuation services covered by the framework will comprise the full range of services under the Royal Institution of Chartered Surveyors valuation faculty.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #11Commercial AgencyAwardedPublished value£11,000,000
The agency services covered by the framework will comprise acquisition and disposal of an interest in land on the open market.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
Lot #12Agricultural AgencyAwardedPublished value£11,000,000
The agency services covered by the framework will comprise acquisition and disposal of an interest in land on the open market.
All Lots are further divided into 12 geographical regions, as follows:
East Midlands
West Midlands
East of England
South East England
South West England
North West England
North East England
Yorkshire & The Humber
London
Scotland
Wales
Northern Ireland
Further details can be found at: www.espo.org/estates-management-p… ↗.
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
- Suitability
All service providers will be required to confirm that all reports and recommendations will be approved by a member of the Royal Institution of Chartered Surveyors (Lots 1-7) or Royal Town Planning Institute (Lot 8), or a relevant professional body of equivalent standing.
- Price carries 50 of 100 points: a 10% discount moves about 5 points. This one is won on the number: sharpen the price before polishing the prose.
- “2700_22 Estates Management Professional Services” is a framework: the contest is a place on its panel, not a single contract.
Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Open procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Awarded
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Framework agreement
- Who may use this agreement
- Not stated in the notice; call-off rights may be limited to the establishing authority
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- No (one-off requirement)
- First published
- 1 Sept 2021, 16:01 BST
- Last source update
- 1 Jul 2022, 10:31 BST
- Award evaluation window
- 27 Jan 2022 – …
- Authority reference
2700_22 (ProContract internal Ref. DN559832)- FTS notice number
2022/S 000-017992- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-02dc0eFind a Tender
- Performance terms
ESPO shall monitor the financial stability of the awarded service providers during the period of the framework by reference to credit ratings agency reports. ESPO shall obtain a credit score for the service provider on or before the framework start date as a base score, and where a significant change in the credit score is identified over the life of the framework agreement, ESPO reserves the right to investigate the reasons for this significant change. Depending on the severity of the changes, it will be at the sole discretion of ESPO to suspend or even permanently remove the service provider from the framework agreement.
ESPO shall monitor the service providers’ performance against the set framework KPIs including the delivery of social value to customers by reference to the social value reports prepared by the service providers and/or by the Social Value Portal on behalf of the service providers to ESPO and the customer.
- Review procedure
Information on deadlines(s) for review procedures can be found in Part 3, Chapter 6 of the Public Contracts Regulations 2015.
Publisher note: As a Central Purchasing Body as defined in the Public Contracts Regulations 2015, the Framework Agreement is open for use by Public Bodies (defined at https://www.espo.org/amfile/file/download/file/9608/) that also fall into one of the following classifications of user throughout all administrative regions of the UK: Local Authorities; Educational Establishments (including Academies); Central Government Departments and Agencies; Police, Fire & Rescue and Coastguard Emergency Services; NHS and HSC Bodies, including Ambulance Services; Registered Charities; Registered Social Landlords; The Corporate Office of the House of Lords, The Corporate Officer of the House of Commons; or any public body established by or under the Scotland Act 1998 or any Act of the Scottish Parliament. Details of the classification of end user establishments and geographical areas are available at: https://www.espo.org/legal ESPO has established a commercial trading company, ESPO Trading Limited, whose target clients are third sector organisations such as national and local charities, public sector mutual organisations and other organisations involved in the delivery of services to or for the public sector. The successful Supplier may be asked to enter into an additional separate framework agreement (the Second Framework) with ESPO Trading Limited on materially similar terms to that found in the tender pack to be entered into by ESPO itself. Any Second Framework agreement will be a purely commercial agreement and will, for the avoidance of doubt, not be governed by the Public Contract Regulations 2015 or other public procurement legislation. ESPO Trading Limited may enter into the second framework agreement with the successful supplier and make it available to third sector clients who themselves are not required to follow the Public Contracts Regulations 2015 or other public procurement legislation. Accordingly, this is provided for bidders' information only. An eAuction process may be used to award subsequent call off contracts following the reopening of competition among the parties to the Framework Agreement.
How it was run
Official notice- Appointment period ends
- 27 Jan 2022, 12:00 GMT
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bid validity
- 120 days from the deadline
- Bids opened
- 27 Jan 2022, 12:00 GMT
Timeline
15 Nov 2021 → 1 Jul 2022 · 5 dates- Next notice expected15 Nov 2021
- Admission / appointment period endsperiod end, not a bid countdown27 Jan 2022, 12:00 GMT
- Bids opened27 Jan 2022, 12:00 GMT
- Contract starts29 Mar 2022, 00:00 BST
- Notice published1 Jul 2022, 10:31 BST
Notice history
5 events · 3 releases on Find a Tender · since 23 Dec 2021- Published value updated to £160,000,00023 Dec 2021, 16:57 GMTwas £40,000,000
- Status changed to active23 Dec 2021, 16:57 GMT
- Procurement method changed23 Dec 2021, 16:57 GMT
- Deadline published: 27 Jan 2022, 12:00 GMT23 Dec 2021, 16:57 GMT
- Status changed to complete1 Jul 2022, 10:31 BST
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast11 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.
Contracts
All 3 of these contracts carry the same published figure, £20,000,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.
Lot 1A - Fixed Asset Valuation
- Signed
- 25 Apr 2022
- Value
- £16,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 7 - Workplace and Workspace Management
- Signed
- 25 Apr 2022
- Value
- £10,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 8 - Planning Consultancy
- Signed
- 25 Apr 2022
- Value
- ceiling above
- Period
- … – 28 Mar 2024
- Status
- active
Lot 1B - Rating Valuation
- Signed
- 25 Apr 2022
- Value
- £16,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 1C - General Valuation
- Signed
- 25 Apr 2022
- Value
- £16,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 2A - Commercial Agency
- Signed
- 25 Apr 2022
- Value
- £11,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 2B - Agricultural Agency
- Signed
- 25 Apr 2022
- Value
- £11,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 3 - Lease Management
- Signed
- 25 Apr 2022
- Value
- £10,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 4 - Property/Estate Management
- Signed
- 25 Apr 2022
- Value
- ceiling above
- Period
- … – 28 Mar 2024
- Status
- active
Lot 5 - Strategic Asset Management and Development Consultancy
- Signed
- 25 Apr 2022
- Value
- £10,000,000
- Period
- … – 28 Mar 2024
- Status
- active
Lot 6 - Compulsory Purchase and Compensation
- Signed
- 25 Apr 2022
- Value
- ceiling above
- Period
- … – 28 Mar 2024
- Status
- active
Bid statistics published by the authority
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 2 · Lease Management | 47bids · 47 electronic | 29 | — | — |
| 3 · Property/Estate Management | 47bids · 47 electronic | 29 | — | — |
| 4 · Strategic Asset Management and Development Consultancy | 47bids · 47 electronic | 29 | — | — |
| 5 · Compulsory Purchase and Compensation | 47bids · 47 electronic | 29 | — | — |
| 6 · Workplace and Workspace Management | 47bids · 47 electronic | 29 | — | — |
| 7 · Planning Consultancy | 47bids · 47 electronic | 29 | — | — |
| 8 · Fixed Asset Valuation | 47bids · 47 electronic | 29 | — | — |
| 9 · Rating Valuation | 47bids · 47 electronic | 29 | — | — |
| 10 · General Valuation | 47bids · 47 electronic | 29 | — | — |
| 11 · Commercial Agency | 47bids · 47 electronic | 29 | — | — |
| 12 · Agricultural Agency | 47bids · 47 electronic | 29 | — | — |
Contracting authority & participating public bodies
Framework contractors & participating bidders
34 commercial parties on the notice- AA Projects LtdFramework contractor
- APB (Leicester) LLPFramework contractor
- Align Property Partners LtdFramework contractor
- Archus LimitedFramework contractor
- Ardent Management LimitedFramework contractor
- Aspinall Verdi LimitedFramework contractor
- Aspire Compulsory Purchase LLPFramework contractor
- Banks Long & Co LimitedFramework contractor
- Bruton Knowles LLPFramework contractor
- C & W (U.K.) LLPFramework contractor
Show 24 more suppliers
- Carter Jonas LLPFramework contractor
- Colliers International Property Consultants LimitedFramework contractor
- Copping Joyce Surveyors LimitedFramework contractor
- Dalcour Maclaren LtdFramework contractor
- Dalcour Maclaren LtdFramework contractor
- Eddisons Commercial LimitedFramework contractor
- FPCR Environment and Design LimitedFramework contractor
- Fisher German LLPFramework contractor
- Gateley Hamer LimitedFramework contractor
- Gerald Eve LLPFramework contractor
- Hamson Barron Smith Limited (HBS)Framework contractor
- Knight Frank LLPFramework contractor
- McLoughlin Planning LtdFramework contractor
- Pick EverardFramework contractor
- Red Loft LLPFramework contractor
- Sable Leigh Property LimitedFramework contractor
- Savills (UK) LimitedFramework contractor
- Stantec UK LimitedFramework contractor
- The Environment Partnership (TEP) LimitedFramework contractor
- Tila Commercial LimitedFramework contractor
- Turner & Townsend Consulting LtdFramework contractor
- Valuation Office AgencyFramework contractor
- Wilks Head and Eve LLPFramework contractor
- Wood Group UK LimitedFramework contractor
Official documents & specifications (4)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria
- Economic and financial selection criteria
- Technical selection criteria