Find a TenderAwarded
Published 24 Apr 2023, 16:05 BST

Official UK procurement notice

Framework for Commercial Agency Services

Official notice

Authority: Surrey Heath Borough Council (Local council)

Framework agreement3 lotsServicesOpen procedureSME suitable
Framework ceiling (notional)£1,400,000total for 3 lots · framework ceiling, not attributable revenue
Submissions closed 7 Jun 2023awarded 2 Aug 2023
Lots 3see the lot list below

What is being bought3 lots · detail below

Published requirement description

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.

CPV: Commercial property management services · Non-residential property services · Property management services of real estate on a fee or contract basis · Residential property services

How this framework works

From the published notice
Bids received
11 bids received · 11 suppliers appointed

Lots and requirements (3)Procurement structure

3 lots · all with a published value · evaluation weights differ by lot

Every one of these 3 lots carries the same published figure, £466,000: 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 #11.2Lot 2: residential sales and acquisitionsCancelledRenewalceiling above

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.

Delivery: South East · West Surrey
Extensions: Being let on a 2+2 basisVariant bids: not allowed
Lot #2RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENTCancelledRenewalceiling above

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.

Delivery: South East · West Surrey
Extensions: Being let on a 2+2 basisVariant bids: not allowed
Lot #31.1Lot 1:Commercial sales and acquisitionsCancelledRenewalceiling above

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: www.delta-esourcing.com/respond/6C7634VEG3 ↗

Delivery: South East · West Surrey
Extensions: Being let on the basis of 2+2 yearsVariant bids: not allowed

What it takes to win
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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

Lots publish different evaluation splits; there is no single procedure weighting.

What this means for your bid
  • Price carries 40 points on every lot: a 10% discount moves about 4 points.
  • “Framework for Commercial Agency 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
24 Apr 2023, 16:05 BST
Last source update
9 Aug 2023, 12:05 BST
Award evaluation window
7 Jun 2023 – …
Authority reference
777289126
FTS notice number
2023/S 000-023213
Classification (CPV)
Commercial property management servicesNon-residential property servicesProperty management services of real estate on a fee or contract basisResidential property services
Delivery area
South East (UKJ25)
Official registry OCID
ocds-h6vhtk-03c3ab Find a Tender

Publisher note: 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. To view this notice, please click here: <a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=800232832" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=800232832</a> GO Reference: GO-202389-PRO-23610059

How it was run

Official notice
Run through: Delta eSourcing · Who buys & how to bid on Delta
Public notice page · account needed to bidLanguage: EN
Access & registration note: Free Select account; no DUNS asked at signup
Appointment period ends
7 Jun 2023, 12:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bids opened
7 Jun 2023, 12:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

7 Jun 2023 → 9 Aug 2023 · 3 dates
  1. Admission / appointment period endsperiod end, not a bid countdown
    7 Jun 2023, 12:00 BST
  2. Bids opened
    7 Jun 2023, 12:00 BST
  3. Notice published
    9 Aug 2023, 12:05 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    9 Aug 2023, 12:05 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 11admitted to the panel · see the list ↓
Bids received 117 from SMEs
Contracts signed 3latest 2 Aug 2023

3 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, £466,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Commercial Agency Services

    Signed
    2 Aug 2023
    Value
    ceiling above
    Status
    active
  • Residential Sales and Acquisitions

    Signed
    2 Aug 2023
    Value
    ceiling above
    Status
    active
  • RETAIL SALES AND ACQUISITIONS

    Signed
    2 Aug 2023
    Value
    ceiling above
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · 1.2Lot 2: residential sales and acquisitions4bids · 4 electronic3——
2 · RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT7bids · 7 electronic6——
Whole notice11bids · 11 electronic7——

Contracting authority & participating public bodies

Surrey Heath Borough Council

Contracting authorityLocal CouncilRegional or local authorityGeneral public services Surrey Heath House, Knoll Road, Camberley, South East, GU15 3HDContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Royal Courts of JusticeReview bodyReview contact point London

Framework contractors & participating bidders

11 commercial parties on the notice

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria