Official UK procurement notice
Framework for Commercial Agency Services
Authority: Surrey Heath Borough Council (Local council)
What is being bought3 lots · detail below
Published requirement descriptionSurrey 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 lotEvery 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.
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.
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 ↗
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).
Lots publish different evaluation splits; there is no single procedure weighting.
- 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)
- Delivery area
- Official registry OCID
ocds-h6vhtk-03c3abFind 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- Appointment period ends
- 7 Jun 2023, 12:00 BST
- Submission channel
- {"electronicSubmission","written"}
- Accepted languages
- en
- Bids opened
- 7 Jun 2023, 12:00 BST
Timeline
7 Jun 2023 → 9 Aug 2023 · 3 dates- Admission / appointment period endsperiod end, not a bid countdown7 Jun 2023, 12:00 BST
- Bids opened7 Jun 2023, 12:00 BST
- Notice published9 Aug 2023, 12:05 BST
Notice history
1 event · 2 releases on Find a Tender- Status changed to complete9 Aug 2023, 12:05 BST
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast3 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
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 1 · 1.2Lot 2: residential sales and acquisitions | 4bids · 4 electronic | 3 | — | — |
| 2 · RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT | 7bids · 7 electronic | 6 | — | — |
| Whole notice | 11bids · 11 electronic | 7 | — | — |
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Royal Courts of JusticeReview bodyReview contact point
Framework contractors & participating bidders
11 commercial parties on the notice- CITICENTRIC LIMITEDFramework contractor
- HARTNELL TAYLOR COOK LLPFramework contractor
- JONES LANG LA SALLE LIMITEDFramework contractor
- LAMBERT SMITH HAMPTON GROUP LIMITEDFramework contractor
- MADISON BROOK LIMITEDFramework contractor
- OWEN ISHERWOOD LIMITEDFramework contractor
- PHI CAPITAL INVESTMENTS LIMITEDFramework contractor
- SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDSFramework contractor
- STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLPFramework contractor
- STILES HAROLD WILLIAMS PARTNERSHIP LLPFramework contractor
- VAIL WILLIAMS LLPFramework contractor
Official documents & specifications (2)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria