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Official procurement procedure

Framework for Commercial Agency Services

Commercial property management services
Non-residential property services
Property management services of real estate on a fee or contract basis
+1 more
Published value
Not published
Submission deadline Not published
Lots published3
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: Surrey Heath Borough Council: "Framework for Commercial Agency Services". Published status: complete. Published value: Value not published. 3 published lots. Submission deadline not published. See the official notice for participation instructions.
Contracting AuthoritySurrey Heath Borough CouncilScope & CategoriesNot publishedSubmission Window
complete
No deadline published
Submission GatewayDirect notice routeLegal Basis & RegimeStandard procurementEstimated Value (exc. VAT)Not published
Bidder Intelligence · Authority Profile: Surrey Heath Borough Council
Market Analytics
View Authority Profile →
Derived from OCDS awards & bid statistics
Published history for Surrey Heath Borough Council. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Requires at least 5 comparable procedures
Competition Density
6.5Bids / Report
0% of reports have one bid
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate available
Payment Terms
Check noticePublished terms
Payment obligations depend on the applicable regime and contract. Consult the official documents.
Coverage: 4 active published awards; 4 bid reports (which may be per lot). Supplier values exclude multi-supplier awards, frameworks and DPS, and use GBP only. They are published award values, not payments. Published-to-award variance compares single-lot, single-award, single-supplier GBP procedures with explicitly non-framework/non-DPS status; increases remain in the average. Unpublished data stays unknown. Awarded suppliers are winners, not all bidders.
Procedure terms
Contracting AuthoritySurrey Heath Borough Council
Procedure methodNot published
Procurement categoryNot published
Statuscomplete
Framework / DPSNot published
CompetitionNot published
Above thresholdNot published
Legal basisNot published
Tender period startsNot published
Clarification deadlineNot published
Electronic submissionNot published
Submission languagesNot published
Published9 Aug 2023, 12:05 BST
Last source update9 Aug 2023, 12:05 BST
Recurring procurementNot published
ClassificationCommercial property management services, Non-residential property services, Property management services of real estate on a fee or contract basis, Residential property services
Delivery area
OCIDocds-h6vhtk-03c3ab
What is being bought
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.
What changed
From the official release history
  1. tender value changed
    9 Aug 2023, 12:05 BST
  2. Status changed to complete
    9 Aug 2023, 12:05 BST
  3. Official notice release published
    9 Aug 2023, 12:05 BST
  4. Submission deadline changed to published date
    9 Aug 2023, 12:05 BST
  5. Published value updated to £1,400,000
    24 Apr 2023, 16:05 BST
  6. Status changed to active
    24 Apr 2023, 16:05 BST
  7. Official notice release published
    24 Apr 2023, 16:05 BST
  8. Submission deadline changed to 7 Jun 2023, 12:00 BST
    24 Apr 2023, 16:05 BST
  9. Buyer information updated
    24 Apr 2023, 16:05 BST
Lots and requirements (3)
Published by the contracting authority
  • Lot 1 · #2
    1.2Lot 2: residential sales and acquisitions
    cancelled
    Published valueNot published
    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.
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
  • Lot 2 · #3
    LOT 3 - RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT
    cancelled
    Published valueNot published
    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.
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
  • Lot 3 · #Lot 1
    1.1Lot 1:Commercial sales and acquisitions
    cancelled
    Published valueNot published
    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. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/6C7634VEG3
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
Timeline
  1. Procedure published
    9 Aug 2023, 12:05 BST
  2. Award active
    Not published · Not published
  3. Award active
    Not published · Not published
  4. Award active
    Not published · Not published
  5. Contract active
    Signed 2 Aug 2023, 00:00 BST · £466,000
  6. Contract active
    Signed 2 Aug 2023, 00:00 BST · £466,000
  7. Contract active
    Signed 2 Aug 2023, 00:00 BST · £466,000
Commercial outcome and competition
Awards
CITICENTRIC LIMITED, HARTNELL TAYLOR COOK LLP, JONES LANG LA SALLE LIMITED, LAMBERT SMITH HAMPTON GROUP LIMITED, STILES HAROLD WILLIAMS PARTNERSHIP LLP, VAIL WILLIAMS LLP
Not published · Not published · active
LAMBERT SMITH HAMPTON GROUP LIMITED, MADISON BROOK LIMITED, PHI CAPITAL INVESTMENTS LIMITED, STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP
Not published · Not published · active
CITICENTRIC LIMITED, HARTNELL TAYLOR COOK LLP, JONES LANG LA SALLE LIMITED, OWEN ISHERWOOD LIMITED, SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS, STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP
Not published · Not published · active
Contracts
Commercial Agency Services
£466,000 · signed 2 Aug 2023, 00:00 BST · active
Residential Sales and Acquisitions
£466,000 · signed 2 Aug 2023, 00:00 BST · active
RETAIL SALES AND ACQUISITIONS
£466,000 · signed 2 Aug 2023, 00:00 BST · active
Bid statistics
bids: 11
electronicBids: 11
foreignBidsFromEU: 0
foreignBidsFromNonEU: 0
smeBids: 7
bids: 4 (lot 2)
electronicBids: 4 (lot 2)
smeBids: 3 (lot 2)
bids: 7 (lot 3)
electronicBids: 7 (lot 3)
smeBids: 6 (lot 3)
Buyer and organisations in this procedure

Surrey Heath Borough Council

Contracting authority GB-FTS-61028
View buyer profile
  • Surrey Heath Borough Council
    buyer

    Surrey Heath House, Knoll Road, Camberley, UKJ25, GU15 3HD
    +44 7970659846
  • CITICENTRIC LIMITED
    supplier

    UK
    CITICENTRIC HOUSE, 20 THE GROVE, WOKING, UKJ2, GU21 4AE
  • HARTNELL TAYLOR COOK LLP
    supplier

    UK
    NIGHTINGALE HOUSE, REDLAND HILL, REDLAND, BRISTOL, UKK1, BS6 6SH
  • JONES LANG LA SALLE LIMITED
    supplier

    UK
    30 WARWICK STREET, LONDON, UKI, W1B 5NH
  • LAMBERT SMITH HAMPTON GROUP LIMITED
    supplier

    UK
    55 WELLS STREET, LONDON, UKI, W1T 3PT
  • MADISON BROOK LIMITED
    supplier

    UK
    RAILWAY ARCHES, 8A CHANCEL STREET, LONDON, UKI, SE1 OUR
  • OWEN ISHERWOOD LIMITED
    supplier

    UK
    1 WEY COURT, MARY ROAD, GUILDFORD, UKJ2, GU1 4QU
  • PHI CAPITAL INVESTMENTS LIMITED
    supplier

    UK
    CHERTSEY ROAD, 61 CHERTSEY ROAD, WOKING, UKJ25, GU21 5BN
  • Royal Courts of Justice
    reviewBody
    reviewContactPoint

    Strand,, London, WC2A 2LL
  • SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS
    supplier

    UK
    CLUB CHAMBERS, MUSEUM STREET, YORK, UKE21, YO1 7DN
  • STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP
    supplier

    UK
    21- 33 DYKE ROAD, BRIGHTON, UKJ21, BN1 3FE
  • STILES HAROLD WILLIAMS PARTNERSHIP LLP
    supplier

    UK
    21- 33 DYKE ROAD, BRIGHTON, UKJ21, BN1 3FE
  • VAIL WILLIAMS LLP
    supplier

    UK
    VAIL WILLIAMS LLP, SAVANNAH HOUSE, 3 OCEAN WAY, OCEAN VILLAGE, SOUTHAMPTON, UKJ32, SO14 3TJ
Documents (0)
Official links; attachments are not copied
No data
No linked documents are published
Related procedures (0)
No data
No related procedures published