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Published 7 Mar 2023, 11:24 GMT

Official UK procurement notice

Southern Water AMP 8 Professional Services Framework

Official notice

Authority: Southern Water Services Limited (Public body)·Consortium: 2 public authorities

Framework agreement3 lotsServicesNegotiated procedure with prior call for competitionMax 3 lots per supplier
Framework ceiling (notional)£240,000,000total for 3 lots · framework ceiling, not attributable revenue · 1 value update
Submissions closed 5 Jun 2023awarded 13 May 2024
Lots 3max 3 won per supplier

What is being bought3 lots · detail below

Published requirement description

Southern Water Services (SWS) is anticipating that AMP8 will be the largest

investment programme it has ever undertaken, given its plans for WINEP and

WRMP, and the service it is seeking to deliver for customers.

SWS is also developing new approaches to how it manages and maintains its

clean and wastewater networks, and how it successfully implements new

technology and innovation within its construction, operations and

maintenance activities to deliver its vision and ambition.

To support this process, SWS is seeking to appoint Professional Services

providers to assist in developing its strategies and plans, but also to

accelerate the development of SWS’s internal capability in the areas of Asset

Management and Programme Management in particular. A collaborative

framework will be established with a number of professional services

providers.

CPV: Consultative engineering and construction services · Consulting services for water-supply and waste consultancy · Project management consultancy services

How this framework works

From the published notice
Places
up to 9 suppliers · 9 bids on the busiest of 3 lots (1.0 per place) · 8 appointed

Lots and requirements (3)Procurement structure

3 lots · all with a published value · win at most 3 of them · same evaluation weights on every lot
Lot #1Professional services - Asset Management Support ServicesAwardedRenewal South EastPublished value£80,000,000

Provision of Asset Management Support Services

Overview

Southern Water Services (SWS) is anticipating that AMP8 will be the largest investment programme it has ever undertaken, given its plans for WINEP and WRMP, and the service it is seeking to deliver for customers.

SWS is also developing new approaches to how it manages and maintains its clean and wastewater networks, and how it successfully implements new technology and innovation within its construction, operations and maintenance activities to deliver its vision and ambition.

To support this process, SWS is seeking to appoint Professional Services providers to

assist in developing its strategies and plans, but also to accelerate the development of

SWS’s internal capability in the areas of Asset Management and Programme Management in particular.

This framework is anticipated to run for the duration of AMP8, with an option to extend

into AMP9.

Scope of services required

A collaborative framework will be established with a number of professional services

providers, providing support in the following areas:

Asset Management support services will include:

(a) Asset Management Strategy and Planning, including:

  • Statutory Planning Framework Reporting
  • Business Planning (PR29)
  • Long-term delivery strategy
  • Asset strategies
  • Service Measures Framework
  • Business and Programme Execution Plans

(b) Asset Information Management

  • Asset information strategy
  • Data capture and surveys
  • Data quality
  • Data visualisation and communication

(c) Asset Intelligence

  • Better understanding of our assets
  • Modelling: hydraulic, coastal, networks, environmental, asset deterioration.
  • Water balance
  • Geospatial
  • Asset risks
  • Asset health

(d) Technical Services

  • Investment optimisation
  • Design
  • Cost estimating
  • Nature based solution capability

(e) Asset Management System Monitoring

  • Audit maturity
  • Continually develop systems and processes
  • Identify and apply best practice
  • Recommendations and support to implement them
Delivery: South East · Sussex, Kent, Hampshire and Isle of Wight
Extensions: Options to extend the framework by three times one year, on the fifth anniversary of the framework.Second stage: 3–8 candidates invited to tenderVariant bids: not allowed
Lot #2PMO and Project ManagementAwardedRenewal South EastPublished value£64,000,000

Project and Programme Management support services will include:

  • PMO/Programme & Project Management Capability Development, Enhancement &

Change Embedment

  • Delivery Portfolio Planning, Programming and Baselining – Including Work

Allocation and delivery tranche formation

  • Portfolio Strategic Insight to Project Reporting development and enhancement
  • Programme to project Assurance
  • Programme to project Governance
  • Programme Controls (Centre of Excellence)
  • Maturity Assessment and associated management of change across Cost,

Schedule, Risk, Benefits, Dependency and Resource Management as driven by

business priorities and appetite

  • Project Controls and Project Manager Training / Capability Development
  • Supporting Technology Insight and Enhancements to drive capability and efficiency

(e.g. Cost Management System, Scheduling System)

We may also require staff augmentation support in these areas, including provision of Programme and Project Managers, and Planners. However our intent for this framework is to have suppliers who can build solutions for us, deliver outcomes, and upskill our internal capability.

Delivery: South East · Sussex, Kent, Hampshire and Isle of Wight
Extensions: Options to extend the framework by three times one year, on the fifth anniversary of the framework.Second stage: 3–8 candidates invited to tenderVariant bids: not allowed
Lot #3Technical & Engineering Support ServicesAwardedRenewal UK, South EastPublished value£96,000,000

he Contractor shall support the Client’s Asset Management and Engineering teams in the development and design of project and programme interventions through the provision of a range of technical, engineering and design services.

The Contractor shall provide services which will support the development of a prioritised and optimised programme accounting for costs, benefits and risks and support periodic reviews of the programme.

The Contractor shall support the optimisation of delivery plans including packaging and phasing of works.

The Contractor shall provide the following services to support and enhance the Client’s capabilities:

Process – support SW capability

Hydraulic Modelling – enhance SW capability to design solutions.

Nature based solutions – support and develop SW capability.

The Contractor shall provide the following technical and engineering services:

Mechanical

Electrical

Civils

Environmental / enabling

Delivery: UK, South East · Sussex, Kent, Hampshire and Isle of Wight
Extensions: Options to extend the framework by three times one year, on the fifth anniversary of the framework.Second stage: 3–8 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 3 lots
Quality: 70Price: 60
Published sub-criteria (3)
  • Technical: 70
  • Commercial: 30
  • price: 30
Published award criteria (3)
  • Technical: 70
  • Commercial: 30
  • Price: 30
Lot distribution rule: Lot award combination to be confirmed in Contract Notice
Conditions of participation1
  • Suitability

    Qualification requirements are detailed within the sourcing portal including:

    Southern Water will use the Achilles Utilities Vendor Database (UVDB) to provide confirmation of certain capabilities and standards – including Health and Safety, Environmental and Corporate Social Responsibility. Further information on the UVDB is available at www.achilles.com/community/uvdb/ ↗

    Southern Water is required by its investors to ensure that any key supplier has good economic and financial standing. A CreditSafe check will be used for this purpose, together with other background checks if needed, at the discretion of the Client. A Tenderer may be rejected if the recommended annual contract value for their company on CreditSafe is below the proposed annual value of the contract. The annual value of the contract is calculated by dividing the estimated total value by the initial period. Where a framework is tendered, the annual value would also be divided by the number of Service Providers expected to be appointed; this would not always be an equal division, as different lots may have different values. If a bidder fails this test, and only publishes abridged accounts, Southern Water may allow the bidder to proceed. This would be on the basis of providing turnover data that satisfies the annual contract value accounting for less than a half of their annual turnover; and do not have an adverse risk score on CreditSafe. Alternatively, a Parent Company Guarantee or bank Guarantee may be a…

Legal form for consortia
Consortium proposed legal structure if the group of economic operators intends to form a named single legal entity prior to signing a contract, if awarded. If you do not propose to form a single legal entity, please explain the legal structure. Southern Water may require the consortium to assume a specific legal form if awarded the contract, to the extent that it is necessary for the satisfactory performance of the contract.
Shortlisting
Tenderers’ response to the PQQ will be scored in the order as outlined in the sourcing portal, with those sections marked as Pass/Fail where the Tenderer will either meet or fail to meet the minimum criteria. All prospective Tenderers are required to pass each question within the SWS PQQ response forms. A full response to Qualification Envelope is required, except where indicated. Failure to respond fully to any required question in this section or not being able to meet the minimum requirement will result in the submission being non-compliant and being excluded from the process, except where the SWS Commercial Head determines that a genuine error has been made, and a correction may then be permitted.
What this means for your bid
  • Price carries 60 of 130 points: a 10% discount moves about 6 points. Quality carries 70 of 130: the paper moves it further than the discount.
  • “Southern Water AMP 8 Professional Services Framework” is a framework: the contest is a place on its panel, up to 9 suppliers, 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
Negotiated procedure with prior call for competition
Legal basis
CELEX · 32014L0025 Utilities Contracts Regulations 2016 (Directive 2014/25/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
Unspecified in notice
Recurring procurement
No (one-off requirement)
First published
7 Mar 2023, 11:24 GMT
Last source update
6 Jun 2024, 11:51 BST
Authority reference
prj_4007
FTS notice number
2024/S 000-017583
Classification (CPV)
Consultative engineering and construction servicesConsulting services for water-supply and waste consultancyProject management consultancy services
Delivery area
UKSouth East (UKJ)
Official registry OCID
ocds-h6vhtk-03aea2 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

As stated in the procurement documents aligned with SWS balanced scorecard

Publisher note: Framework will not exceed 8 years The overall value of £240m detailed in Section II.1.5) of the Contract Notice and the Bravo portal comprises: (a) £150m for the initial 5 year term; and (b) £90m for the potential extension period(s)(the framework has the potential to be extended by a further 3 years estimated at £30m per year). The values per lots are as described below: - Lot 1 Asset Management Support Services: £80m, comprising (a) £50m + (b) (£10m x 3 additional years) - Lot 2 Programme & Project Management Support Services: £64m, comprising (a) £40m + (b) (£8m x 3 additional years) - Lot 3 Technical & Engineering Support Services: £96m, comprising (a) £60m + (b) (£12m x 3 additional years) Submission of expression of interest and procurement specific information: This procurement exercise will be conducted on the Jaggaer One e-procurement portal at: https://southernwater.bravosolution.co.uk/ Candidates wishing to be considered for this contract must register their expression of interest and provide additional procurement specific information through the portal as follows: i) Candidates should register on the Jaggaer One e-procurement portal at: https://southernwater.bravosolution.co.uk/ ii) Once registered, candidates must express their interest as follows: a) login to the portal; b) select ‘View current opportunities and notices’; c) access the listing related to this framework d) click on Express Interestbutton; iii) Once you have expressed interest, please complete the PQQ. You must then publish your reply using the publish button; iv) For any support in submitting your expression of interest please contact the eTendering help desk at. 0800 368 4850 or [email protected] https://southernwater.bravosolution.co.uk/esop/toolkit/opportunity/current/55820/detail.si Closing date of the PQQ: 05/06/2023.

How it was run

Official notice
Run through: Jaggaer · Who buys & how to bid on JAGGAER
Supplier login requiredLanguage: EN
Access & registration note: Free; latest Chrome/Edge/Firefox only — corporate browsers fail

Tender documents are also served through a separate tool: https://southernwater.bravosolution.co.uk/ ↗

Appointment period ends
5 Jun 2023, 16:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bid validity
180 days from the deadline
Detailed submission instructions & authority contactsFrom official release

Timeline

4 Apr 2023 → 6 Jun 2024 · 4 dates
  1. Next notice expected
    4 Apr 2023, 00:00 BST
  2. Admission / appointment period endsperiod end, not a bid countdown
    5 Jun 2023, 16:00 BST
  3. Invitations to tender expected
    14 Aug 2023, 00:00 BST
  4. Notice published
    6 Jun 2024, 11:51 BST

Notice history

6 events · 3 releases on Find a Tender · since 28 Apr 2023
  1. Published value updated to £240,000,000
    28 Apr 2023, 13:32 BST
    was £250,000,000
  2. Status changed to active
    28 Apr 2023, 13:32 BST
  3. Procurement method changed
    28 Apr 2023, 13:32 BST
  4. Deadline published: 5 Jun 2023, 16:00 BST
    28 Apr 2023, 13:32 BST
  5. Buyer details updated
    28 Apr 2023, 13:32 BST
  6. Status changed to complete
    6 Jun 2024, 11:51 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 8admitted to the panel · see the list ↓
Bids received 9busiest of 3 lots
Contracts signed 9latest 13 May 2024

9 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, £96,000,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Asset Management Support Services

    Signed
    13 May 2024
    Value
    £80,000,000
    Status
    active
  • PMO and Project Management

    Signed
    13 May 2024
    Value
    £64,000,000
    Status
    active
  • Technical & Engineering Support Services

    Signed
    13 May 2024
    Value
    ceiling above
    Status
    active
  • Asset Management Support Services

    Signed
    13 May 2024
    Value
    £80,000,000
    Status
    active
  • PMO and Project Management

    Signed
    13 May 2024
    Value
    £64,000,000
    Status
    active
  • Technical & Engineering Support Services

    Signed
    13 May 2024
    Value
    ceiling above
    Status
    active
  • Asset Management Support Services

    Signed
    13 May 2024
    Value
    £80,000,000
    Status
    active
  • PMO and Project Management

    Signed
    13 May 2024
    Value
    £64,000,000
    Status
    active
  • Technical & Engineering Support Services

    Signed
    13 May 2024
    Value
    ceiling above
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Professional services - Asset Management Support Services8bids · 8 electronic · 8 from abroad———
2 · PMO and Project Management9bids · 9 electronic · 9 from abroad———
3 · Technical & Engineering Support Services8bids · 8 electronic · 8 from abroad———

Contracting authority & participating public bodies

2 public bodies on the notice

Southern Water Services Ltd.

Contracting authorityPublic bodyWater 02366670 Southern House, Worthing, South East, BN13 3NXContact email, phone Published organisation website ↗

Dispute resolution & review bodies

Framework contractors & participating bidders

10 commercial parties on the notice
  • AECOM LIMITEDFramework contractor01846493 Aldgate Tower, 2 Leman Street,, London, London
  • AECOM LIMITEDFramework contractor01846493 Aldgate Tower, 2 Leman Street, London, London
  • BINNIES UK LIMITEDFramework contractor3163649 Spring Lodge, 172 Chester Road, Helsby, Cheshire, North West, WA6 0AR
  • KPMG LLPFramework contractorOC301540 15 Canada Square, London, London, E14 5GL
  • MOTT MACDONALD LIMITEDFramework contractor1243967 Mott Macdonald House, 8-10 Sydenham Road, Croydon, South East, CR0 2EE
  • MOTT MACDONALD LIMITEDFramework contractor1243967 Mott Macdonald House, 8-10 Sydenham Road, Croydon, South East
  • OVE ARUP & PARTNERS LIMITEDFramework contractor1312453 8 Fitzroy Street, London, London, W1T 4BJ
  • STANTEC UK LIMITEDFramework contractor01188070 Buckingham Court Kingsmead Business Park, London Road,, High Wycombe, South East, HP11 1JU
  • TURNER AND TOWNSEND PROJECT MANAGEMENT LIMITEDFramework contractor02165592 Low Hall Calverley Lane, Horsforth, Leeds, North East, LS18 4GH
  • WSP UK LIMITEDFramework contractor1383511 Wsp House, 70 Chancery Lane, London, London, WC2A 1AF

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