Find a TenderClosed
Published 30 May 2022, 16:53 BST

Official UK procurement notice

ASM001-418 Technical Consultancy Services Framework

Official notice

Authority: The Wheatley Housing Group Limited (Housing)

Framework agreement11 lotsServicesRestricted procedure
Framework ceiling (notional)£55,000,000total for 11 lots · framework ceiling, not attributable revenue
Submissions closed 11 Jul 2022
Lots 11see the lot list below

What is being bought11 lots · detail below

Published requirement description

It is anticipated the tender opportunity will be a Multi-Lot Framework Agreement comprising of the following 11 lots however the Wheatley

Group reserve the right to amend.

Lot 1 Masterplanner

Lot 2 Architect

Lot 3 Landscape Architect

Lot 4 Structural & Civil Engineer

Lot 5 Mechanical & Electrical Engineer

Lot 6 Quantity Surveyor & Employers Agent

Lot 7 Multi-disciplinary Design Team

Lot 8 CDM Advisor

Lot 9 Clerk of Works

Lot 10 Energy Advisor

Lot 11 Planning Consultant

CPV: Architectural and building-surveying services · Architectural and related services · Architectural design services · Architectural services for building extensions · Architectural services for buildings · Architectural services for outdoor areas · Architectural, construction, engineering and inspection services · Architectural, engineering and planning services · Architectural, engineering and surveying services · Building surveying services · Building-inspection services · Civil engineering consultancy services · +19 more

Lots and requirements (11)Procurement structure

11 lots · 1 with a published value · same evaluation weights on every lot
Lot #1MasterplannerRenewalLot estimate not published

This Lot seeks suitably qualified and experienced consultants to provide Masterplanning services in line with RIBA Plan of Work 2013 stages 0-3. Masterplans will be housing-led but consider all aspects of successful and sustainable placemaking, incorporating mixed uses and housing tenures. There will be a particular focus on community engagement and co-creation. Projects will range in size, scale and type. Projects will be located in a range of urban, suburban and rural locations, including within existing, growth and regeneration contexts.

Delivery: Scotland
Extensions: Initial period of 3 years plus optional 1 year extension.Second stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #2ArchitectRenewalLot estimate not published

This Lot seeks suitably qualified architectural practices to provide Architectural services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

The Lot also seeks the provision of Principal Designer service where the bidder can demonstrate the necessary competence and experience to deliver this role under the Construction (Design and Management) Regulations 2015.

Delivery: Scotland
Extensions: Initial 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #3Landscape ArchitectRenewalLot estimate not published

This Lot seeks suitably qualified landscape architecture practices to provide Landscape Architecture services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #4Structural & Civil EngineerRenewalLot estimate not published

This Lot seeks suitably qualified civil and structural engineering practices to provide Civil and Structural Engineering services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

The Lot also seeks the provision of Principal Designer service where the bidder can demonstrate the necessary competence and experience to deliver this role under the Construction (Design and Management) Regulations 2015.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #5Mechanical & Electrical EngineerRenewalPublished value£6,400,000

This Lot seeks suitably qualified Mechanical and Electrical Engineering practices to provide Mechanical and Electrical Engineering services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #6Quantity Surveyor & Employers AgentRenewalLot estimate not published

This Lot seeks suitably qualified Surveying practices to provide Quantity Surveying and Employer’s Agent services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #7Multi-Disciplinary Design TeamRenewalLot estimate not published

This Lot seeks suitably qualified architectural practices to provide Lead Consultant and Architectural services and assemble, lead and manage a design team including Civil and Structural Engineering, Quantity Surveying and Employer’s Agent services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

The Lot also seeks the provision of Principal Designer service where the bidder can demonstrate the necessary competence and experience to deliver this role under the Construction (Design and Management) Regulations 2015.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #8CDM AdvisorRenewalLot estimate not published

This Lot seeks suitably qualified CDM Advisor to provide Construction Design and Management Advisory services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #9Clerk of WorksRenewalLot estimate not published

This Lot seeks suitably qualified Clerk of Works practices to provide Clerk of Works services through all RIBA Plan of Work 2013 stages, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #10Energy AdvisorRenewalLot estimate not published

This lot seeks to appoint suitably qualified Energy and Sustainability Consultant Practices, herein referred to as the ‘Consultant,’ for the provision of approved certifier of design (Section 6 - Energy) Domestic and/or non-domestic. In addition, services will include the provision of Options Appraisal, SAP calculations for Building Regulations and the production of Energy Performance Certificates from a Government-approved accreditation scheme.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed
Lot #11Planning ConsultantRenewalLot estimate not published

This Lot seeks three suitably qualified Planning practices to provide Planning services through the planning process, principally for the delivery of new build housing across all affordable tenures but with potential to include rehabilitation of existing properties, extensions, adaptations and planned maintenance, community facilities, commercial space and office space. Projects will range in size, tenure and type; principally delivering mainstream affordable housing (houses and flats) but with potential to include for particular needs. Projects will range in location including urban, suburban and rural contexts and existing, growth and regeneration areas.

Delivery: Scotland
Extensions: 3 years + optional 1 year extensionSecond stage: 10–null candidates invited to tenderVariant bids: not allowed

What it takes to win
i

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 more
How bids were scored · same split on all 11 lots
Quality: 60%Price: 40%
Published award criteria (2)
  • Quality: 60
  • Price: 40
Conditions of participation2
  • Suitability

    Lot 1 Masterplanner - RIAS/RIBA/ARB

    Lot 2 Architect - RIAS/RIBA/ARB

    Lot 3 Landscape Architect - CMLI

    Lot 4 Structural & Civil Engineer - IEng/CEng MICE

    Lot 5 Mechanical & Electrical Engineer - IMechE/IET

    Lot 6 Quantity Surveyor & Employers Agent - MRICS

    Lot 7 Multi-disciplinary Design Team - Membership of professional Institute as required (e.g. RIAS/RIBA, MICE, MRICS)

    Lot 8 CDM Advisor - Membership of professional Institute as required (e.g. ARB, MICE, MRICS etc.)

    Lot 9 Clerk of Works - ICWCI/CIOB

    Lot 10 Energy Advisor - N/A

    Lot 11 Planning Consultant - RTPI

  • Economic & financial standing
    1. Credit Rating [Pass/Fail]:

    Tenderers must hold a current Equifax (or equal) credit rating score of D or above. WHG will utilise Equifax to assist in its determination of the organisation’s financial status and risk. It is recommended that Tenderers review their own Equifax Score in advance of submitting their Tender submission. If, following this review, Tenderers consider that the Equifax Score does not reflect their current financial status, the Tenderer should attach a documentation to their tender submission, clearly referenced, giving a detailed explanation, together with any relevant supporting independent evidence.

    [Further information contained in the procurement documents]

    1. Insurance Cover [Pass/Fail]

    Tenderers are required to hold, or commit to obtaining prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below.

    Minimum: Lot 1 Masterplanner - GBP5m PI, GBP5m EL, GBP5m PL; Lot 2 Architect - GBP5m PI, GBP5m EL, GBP5m PL; Lot 3 Landscape Architect - GBP1m PI, GBP5m EL, GBP5m PL Lot 4 Structural & Civil Engineer - GBP10m PI, GBP5m EL, GBP5m PL Lot 5 Mechanical & Electrical Engineer - GBP5m PI, GBP5m …
Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.
  • “ASM001-418 Technical Consultancy Services Framework” 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
Restricted procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Closed
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
30 May 2022, 16:53 BST
Last source update
30 May 2022, 16:53 BST
Authority reference
ASM001-418
FTS notice number
2022/S 000-015125
Classification (CPV)
Architectural and building-surveying servicesArchitectural and related servicesArchitectural design servicesArchitectural services for building extensionsArchitectural services for buildingsArchitectural services for outdoor areasArchitectural, construction, engineering and inspection servicesArchitectural, engineering and planning servicesArchitectural, engineering and surveying servicesBuilding surveying services
+21 moreBuilding-inspection servicesCivil engineering consultancy services
Delivery area
UKScotland (UKM)
Official registry OCID
ocds-h6vhtk-0341bb Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment

Publisher note: This Framework will be procured on behalf of the Wheatley Group and its current subsidiaries. Any additional subsidiary companies of the Group that may be added during the period of the Framework will have the ability to also utilise this Framework Agreement. The duration of this Framework will be 36 months with the option to extend by a period of 12 months at the sole discretion of the Wheatley Group. The Group reserves the right to call-off from the framework, on behalf of other organisations that it is in partnership with while delivering on joint projects. One SPD must be completed and be specific to each lot tendered. Ensure that the lot tendered is stated on the SPD Question 2A.18. Documents attached to this Notice: 1) Instruction to Tenderers - Stage 1 & Stage 2 - For instruction only [Mandatory read] 2)Appendix I - Single Procurement Document(SPD) - Stage 1 -[Mandatory completion][Scored basis] 3) Appendix II - Scope of Service Documents - Stage 1 & Stage 2 - For Information only [Mandatory read] 4) Appendix II - Community Benefits - Stage 1 & 2 - For Information - only [Mandatory read] 5) Appendix IV - Health and Safety Questionnaire - Stage 2 - [Mandatory completion] [Pass/Fail basis] 6) Appendix V - Rate Card - Stage 2 [Mandatory completion] [Scored basis] 7) Appendix VI - Terms & Conditions Document - Stage 2 [Mandatory sign-off] 8) Appendix VII - Key Performance Indicators (KPIs) Document -Information Only NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=694151. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363 Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: 1) Employability - A School Visit to undertake career development / mock interviews (half day); - Work experience of a minimum of 5 days for unemployed person (not necessarily young person) located WHG catchment area; - Graduate/student placements; - Apprenticeships. 2) Monitoring & Educational Support - Carry out a workshop in a School or Community Centre located WHG catchment area linked to Curriculum for Excellence; - Work placement for a minimum of 5 days for an S3 or S4 pupil in a WHG catchment area School either in Construction or Office based; - Career development/mock interviews/support with CV writing; - Training or support for unemployed person who is having difficulty returning to employment located WHG catchment area. 3) Community & Priority Group Social Inclusion and Wellbeing - Donation to the Wheatley Foundation; - Donations to community events as agreed with WHG; - Sponsorship of local community group e.g. local football club etc.; - Community enhancement – resources provided for community facilities (e.g. playgrounds, habitat enhancements, environmental improvements) and initiatives (e.g. energy efficiency); - Participation in the WHG “Meet the Buyer Event” (e.g. having a stand at the event to support SMEs, speaking about your experience of working with the WHG). - Undertake a local area tidy-up campaign; - Support of disadvantaged groups within the WHG catchment areas. 4) As Agreed Between Parties - Any other community benefits accepted as appropriate/applicable by the WHG Procurement Services (SC Ref:694151)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Appointment period ends
11 Jul 2022, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Detailed submission instructions & authority contactsFrom official release

Timeline

30 May 2022 → 29 Aug 2022 · 3 dates
  1. Notice published
    30 May 2022, 16:53 BST
  2. Admission / appointment period endsperiod end, not a bid countdown
    11 Jul 2022, 12:00 BST
  3. Invitations to tender expected
    29 Aug 2022, 00:00 BST

Contracting authority & participating public bodies

The Wheatley Housing Group Limited

Contracting authorityHousingBody governed by public lawHousing and community amenities 25 Cochrane Street, Glasgow, Scotland, G1 1HLContact email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Glasgow Sheriff Court and Justice of the Peace CourtMediation body Glasgow
  • Wheatley GroupReview body GlasgowContact email, phone

Official documents & specifications (1)

Official links; attachments are not copied

Tender pack and attachments

  • Technical selection criteriatenderTechnical selection criteria