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Published 19 May 2021, 16:45 BST

Official UK procurement notice

Provision of Property Management Services

Official notice

Authority: Crown Estate Scotland (Central government)

6 lotsServicesOpen procedureSME suitable
Sectors: Mining, basic metals and related products (14)Repair & Maintenance (50)Real estate services (70)
+2 moreAgricultural, forestry, horticultural, aquacultural and apicultural services (77)Community & Cultural Services (98)
 Delivery: Scotland (UKM)
Awarded value£13,414,2856 contracts · exc. VAT
Awarded 19 May 2021
Awarded to Bidwells +4 more6 awards

What is being bought6 lots · detail below

Published requirement description

Crown Estate Scotland operates an outsourced business model for a significant part of its property management functions across its Rural, Coastal, Urban/Built Development, Minerals & Mines Royal and some of its Marine, Energy and Infrastructure activities. Currently there a series of contracts in place with firms of Managing Agents (MA’s) with specialist property management skills, capacity and experience which are due to end in March 2021. Crown Estate Scotland is looking for expressions of interest from parties capable of providing Managing Agent services.

CPV: Agricultural services · Agricultural, forestry, horticultural, aquacultural and apicultural services · Aquaculture services · Building purchase services · Building rental or sale services · Building sale or purchase services · Building sale services · Buying and selling of real estate · Commercial property management services · Development of non-residential real estate · Development of residential real estate · Development services of real estate · +34 more

Lots and requirements (6)Procurement structure

6 lots · no lot values published · same evaluation weights on every lot
Lot #1Provision of Managing Agent Services - Rural NorthAwarded

Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of c.93.9m GBP with an approximate rent roll of c.2.86m GBP (March 2020). The current Scottish Rural portfolio extends to approximately 35,324ha (87,287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50ha ,123ac).

Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 - Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.

Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development.

The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.

The Rural Portfolio has been split to Rural North and Rural South. Additional information: Refer to ITT Document

Delivery: Scotland · Various sites across Scotland, please refer to the further information provided
Extensions: The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
14523000 Related minerals, precious metals and associated products14523100 Minerals70000000 Real estate services70100000 Real estate services with own property70110000 Development services of real estate70111000 Development of residential real estate
Lot #2Provision of Managing Agent Services - Rural SouthAwarded

Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of c.93.9m GBP with an approximate rent roll of c.2.86m GBP (March 2020). The current Scottish Rural portfolio extends to approximately 35,324ha (87,287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50ha ,123ac).

Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 - Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.

Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development.

The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.

The Rural Portfolio has been split to Rural North and Rural South. Additional information: Refer to ITT for further information

Delivery: Scotland · Various sites across Scotland, please refer to tender documents
Extensions: The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
70000000 Real estate services70100000 Real estate services with own property70110000 Development services of real estate70111000 Development of residential real estate70112000 Development of non-residential real estate70120000 Buying and selling of real estate
Lot #3Provision of Managing Agent Services - Services to the Coastal EstateAwarded

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website www.crownestatescotland.com/what-we-do/map ↗

Crown Estate Scotland is seeking to appoint Managing Agents to manage coastal interests around Scotland. The coastal portfolio has a property asset value of 35.3m GBP (March 2020) with a rental income of 3.28m GBP.

The Coastal portfolio falls within Crown owned foreshore and seabed out to the 12 nautical mile territorial limit from the Scottish Border on the Solway to the Scottish Border at Lamberton on the East Coast, together with the Inner and Outer Hebrides, and the Isles of Orkney and Shetland. Within these areas, the portfolio comprises all seabed activities other than aquaculture installations, renewable energy developments, large value cables & pipelines and carbon capture and storage (CCS), which are managed in house by Crown Estate Scotland staff. Managing Agent services for the Coastal portfolio therefore covers activities such as port and harbour developments, dredging, marinas, moorings, jetties, small scale cable and pipelines, outfalls and regulating and conservation leases. Additional information: Refer to ITT

Delivery: Scotland · Throughout Scotland
Extensions: The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
50246000 Harbour equipment maintenance services70000000 Real estate services70100000 Real estate services with own property70110000 Development services of real estate70111000 Development of residential real estate70112000 Development of non-residential real estate
Lot #4Provision of Managing Agent Services - Services to Salmon Fishing RightsAwarded

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website www.crownestatescotland.com/what-we-do/map ↗

Crown Estate Scotland is seeking to appoint Managing Agents to manage its salmon fishing rights interests in Scotland. Additional information: Refer to ITT

Delivery: Scotland · Throughout Scotland
Extensions: The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028
70332100 Land management services77700000 Services incidental to fishing
Lot #5Provision of Managing Agent Services - Services to Minerals & Mines RoyalAwarded

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website www.crownestatescotland.com/what-we-do/map ↗

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Minerals and Mines Royal interests throughout Scotland. Additional information: Refer to ITT

Delivery: Scotland · Various locations throughout Scotland
Extensions: The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028
14523100 Minerals70332100 Land management services
Lot #6Provision of Managing Agent Services - Services to Urban EstateAwarded

Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:

  1. Rural (North)
  2. Rural (South)
  3. Coastal
  4. Salmon Fishing Rights
  5. Minerals & Mines Royal
  6. Urban
  7. Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)
  8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website www.crownestatescotland.com/what-we-do/map ↗

Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh which has a property asset value of 12.95m GBP.

The asset comprises a ground and basement retail unit and four floors of office suites within a listed building at the eastern end of a prime Edinburgh location, including basement car parking and cycle storage, lifts and on-street entrance lobby with concierge facility. Additional information: Refer to ITT

Delivery: Scotland · Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh
Extensions: An options appraisal has been undertaken to determine the future of this asset within the Property portfolio. Consequently, this Lot will be subject to annual review after the first 12 months and a minimum of 3-month notice period. The Contracting Authority reserves the right to extend this for a period of up to 72 months in any increment at its sole discretion until 31 March 2028.
70000000 Real estate services70100000 Real estate services with own property70110000 Development services of real estate70112000 Development of non-residential real estate70220000 Non-residential property renting or leasing services70300000 Real estate agency services on a fee or contract basis

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 6 lots
Quality: 70%Price: 30%
Published sub-criteria (4)
  • Understanding of the service requirements: 15%
  • Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale: 30%
  • Approach – to delivery of the scope and management of the services including the delivery of community benefits: 25%
  • price: 30%
Published award criteria (4)
  • Understanding of the service requirements: 15
  • Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale: 30
  • Approach – to delivery of the scope and management of the services including the delivery of community benefits: 25
  • Price: 30
What this means for your bid
  • Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.

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
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Unspecified in notice
First published
19 May 2021, 16:45 BST
Last source update
19 May 2021, 16:45 BST
Authority reference
CES\2020\07-03
FTS notice number
2021/S 000-011121
Classification (CPV)
Agricultural servicesAgricultural, forestry, horticultural, aquacultural and apicultural servicesAquaculture servicesBuilding purchase servicesBuilding rental or sale servicesBuilding sale or purchase servicesBuilding sale servicesBuying and selling of real estateCommercial property management servicesDevelopment of non-residential real estate
+36 moreDevelopment of residential real estateDevelopment services of real estate
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-02b2e2 Find a Tender

Publisher note: More information on the business can be found at http://crownestatescotland.com (SC Ref:654100)

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 6
Awarded value £13,414,2856 contracts exc. VAT
Bids received 162 from SMEs
Contracts signed 6latest 19 May 2021
Awarded toValueDateStatus
Lot 1 · Provision of Managing Agent Services - Rural North1 award
BNP Paribas Real Estate (Strutt and Parker)£4,772,794 †—Awarded
Lot 2 · Provision of Managing Agent Services - Rural South1 award
BNP Paribas Real Estate (Strutt and Parker)£2,266,403 †—Awarded
Lot 3 · Provision of Managing Agent Services - Services to the Coastal Estate1 award
BidwellsSubcontracting: Includes annual allowance for specialist consultant for community engagement£4,748,925 †—Awarded
Lot 4 · Provision of Managing Agent Services - Services to Salmon Fishing Rights1 award
SAVILLS (UK) LIMITED£564,149 †—Awarded
Lot 5 · Provision of Managing Agent Services - Services to Minerals & Mines Royal1 award
Wardell Armstrong LLP£837,158 †—Awarded
Lot 6 · Provision of Managing Agent Services - Services to Urban Estate1 award
London & Scottish Property Asset Management LimitedSMESubcontracting: Named subcontractor provided for facilities management services.£224,855 †—Awarded

Contracts

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Provision of Managing Agent Services - Rural North3bids · 3 electronic0——
2 · Provision of Managing Agent Services - Rural South3bids · 3 electronic0——
3 · Provision of Managing Agent Services - Services to the Coastal Estate2bids · 2 electronic0——
4 · Provision of Managing Agent Services - Services to Salmon Fishing Rights3bids · 3 electronic1——
5 · Provision of Managing Agent Services - Services to Minerals & Mines Royal2bids · 2 electronic0——
6 · Provision of Managing Agent Services - Services to Urban Estate3bids · 3 electronic1——

Contracting authority & participating public bodies

Crown Estate Scotland

Contracting authorityCentral GovernmentPublic CorporationProperty Quartermile Two, 2nd Floor, 2 Lister Square, Edinburgh, Scotland, EH3 9GLContact name, email, phone

Dispute resolution & review bodies

  • Edinburgh Sheriff CourtReview body EdinburghContact phone

Bidders & participating suppliers

5 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.