Framework for Commercial Agency Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-03c3ab-2023-08-09T12:05:47+01:00",
    "date": "2023-08-09T12:05:47+01:00",
    "ocid": "ocds-h6vhtk-03c3ab",
    "description": "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",
    "initiationType": "tender",
    "tender": {
        "id": "777289126",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Framework for Commercial Agency Services",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "70330000",
            "description": "Property management services of real estate on a fee or contract basis"
        },
        "mainProcurementCategory": "services",
        "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.",
        "value": {
            "amount": 1400000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "Lot 1",
                "title": "1.1Lot 1:Commercial sales and acquisitions",
                "description": "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",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Quality via method statements",
                            "type": "quality",
                            "description": "60"
                        },
                        {
                            "name": "Financial Bid Back",
                            "type": "cost",
                            "description": "40"
                        }
                    ]
                },
                "value": {
                    "amount": 466000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Being let on the basis of 2+2 years"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "2",
                "title": "1.2Lot 2: residential sales and acquisitions",
                "description": "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.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Method statement scores",
                            "type": "quality",
                            "description": "60"
                        },
                        {
                            "name": "Financial bid back score",
                            "type": "cost",
                            "description": "40"
                        }
                    ]
                },
                "value": {
                    "amount": 466000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Being let on a 2+2 basis"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "3",
                "title": "LOT 3 - RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT",
                "description": "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.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Method statement scores",
                            "type": "quality",
                            "description": "60"
                        },
                        {
                            "name": "Financial Bid Back",
                            "type": "cost",
                            "description": "40"
                        }
                    ]
                },
                "value": {
                    "amount": 466000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Being let on a 2+2 basis"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            }
        ],
        "items": [
            {
                "id": "Lot 1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "70332200",
                        "description": "Commercial property management services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ25"
                    },
                    {
                        "region": "UKJ25"
                    }
                ],
                "deliveryLocation": {
                    "description": "West Surrey"
                },
                "relatedLot": "Lot 1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "70331000",
                        "description": "Residential property services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ25"
                    },
                    {
                        "region": "UKJ25"
                    }
                ],
                "deliveryLocation": {
                    "description": "West Surrey"
                },
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "70332000",
                        "description": "Non-residential property services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ25"
                    },
                    {
                        "region": "UKJ25"
                    }
                ],
                "deliveryLocation": {
                    "description": "West Surrey"
                },
                "relatedLot": "3"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://www.delta-esourcing.com",
        "documents": [
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "techniques": {
            "hasFrameworkAgreement": true
        },
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2023-06-07T12:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "awardPeriod": {
            "startDate": "2023-06-07T12:00:00+01:00"
        },
        "bidOpening": {
            "date": "2023-06-07T12:00:00+01:00"
        },
        "hasRecurrence": false
    },
    "parties": [
        {
            "id": "GB-FTS-61028",
            "name": "Surrey Heath Borough Council",
            "identifier": {
                "legalName": "Surrey Heath Borough Council"
            },
            "address": {
                "streetAddress": "Surrey Heath House, Knoll Road",
                "locality": "Camberley",
                "region": "UKJ25",
                "postalCode": "GU15 3HD",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Vincent Hunt",
                "telephone": "+44 7970659846",
                "email": "vincent@vfhuntltd.onmicrosoft.com",
                "url": "https://www.delta-esourcing.com/tenders/UK-UK-Camberley:-Property-management-services-of-real-estate-on-a-fee-or-contract-basis./6C7634VEG3"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.surreyheath.gov.uk",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "id": "REGIONAL_AUTHORITY",
                        "description": "Regional or local authority"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "01",
                        "description": "General public services"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-80982",
            "name": "Royal Courts of Justice",
            "identifier": {
                "legalName": "Royal Courts of Justice"
            },
            "address": {
                "streetAddress": "Strand,",
                "locality": "London,",
                "postalCode": "WC2A 2LL",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "GB-FTS-20681",
            "name": "Royal Courts of Justice",
            "identifier": {
                "legalName": "Royal Courts of Justice"
            },
            "address": {
                "streetAddress": "Strand,",
                "locality": "London",
                "postalCode": "WC2A 2LL",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody",
                "reviewContactPoint"
            ]
        },
        {
            "id": "GB-FTS-89737",
            "name": "CITICENTRIC LIMITED",
            "identifier": {
                "legalName": "CITICENTRIC LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "CITICENTRIC HOUSE, 20 THE GROVE",
                "locality": "WOKING",
                "region": "UKJ2",
                "postalCode": "GU21 4AE",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89738",
            "name": "PHI CAPITAL INVESTMENTS LIMITED",
            "identifier": {
                "legalName": "PHI CAPITAL INVESTMENTS LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "CHERTSEY ROAD, 61 CHERTSEY ROAD",
                "locality": "WOKING",
                "region": "UKJ25",
                "postalCode": "GU21 5BN",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89739",
            "name": "SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS",
            "identifier": {
                "legalName": "SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS",
                "id": "UK"
            },
            "address": {
                "streetAddress": "CLUB CHAMBERS, MUSEUM STREET",
                "locality": "YORK",
                "region": "UKE21",
                "postalCode": "YO1 7DN",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89740",
            "name": "LAMBERT SMITH HAMPTON GROUP LIMITED",
            "identifier": {
                "legalName": "LAMBERT SMITH HAMPTON GROUP LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "55 WELLS STREET",
                "locality": "LONDON",
                "region": "UKI",
                "postalCode": "W1T 3PT",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-89741",
            "name": "VAIL WILLIAMS LLP",
            "identifier": {
                "legalName": "VAIL WILLIAMS LLP",
                "id": "UK"
            },
            "address": {
                "streetAddress": "VAIL WILLIAMS LLP, SAVANNAH HOUSE, 3 OCEAN WAY, OCEAN VILLAGE",
                "locality": "SOUTHAMPTON",
                "region": "UKJ32",
                "postalCode": "SO14 3TJ",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89742",
            "name": "HARTNELL TAYLOR COOK LLP",
            "identifier": {
                "legalName": "HARTNELL TAYLOR COOK LLP",
                "id": "UK"
            },
            "address": {
                "streetAddress": "NIGHTINGALE HOUSE, REDLAND HILL, REDLAND",
                "locality": "BRISTOL",
                "region": "UKK1",
                "postalCode": "BS6 6SH",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89743",
            "name": "JONES LANG LA SALLE LIMITED",
            "identifier": {
                "legalName": "JONES LANG LA SALLE LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "30 WARWICK STREET",
                "locality": "LONDON",
                "region": "UKI",
                "postalCode": "W1B 5NH",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-89744",
            "name": "STILES HAROLD WILLIAMS PARTNERSHIP LLP",
            "identifier": {
                "legalName": "STILES HAROLD WILLIAMS PARTNERSHIP LLP",
                "id": "UK"
            },
            "address": {
                "streetAddress": "21- 33 DYKE ROAD",
                "locality": "BRIGHTON",
                "region": "UKJ21",
                "postalCode": "BN1 3FE",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89745",
            "name": "MADISON BROOK LIMITED",
            "identifier": {
                "legalName": "MADISON BROOK LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "RAILWAY ARCHES, 8A CHANCEL STREET",
                "locality": "LONDON",
                "region": "UKI",
                "postalCode": "SE1 OUR",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89746",
            "name": "STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP",
            "identifier": {
                "legalName": "STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP",
                "id": "UK"
            },
            "address": {
                "streetAddress": "21- 33 DYKE ROAD",
                "locality": "BRIGHTON",
                "region": "UKJ21",
                "postalCode": "BN1 3FE",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        },
        {
            "id": "GB-FTS-89747",
            "name": "OWEN ISHERWOOD LIMITED",
            "identifier": {
                "legalName": "OWEN ISHERWOOD LIMITED",
                "id": "UK"
            },
            "address": {
                "streetAddress": "1 WEY COURT, MARY ROAD",
                "locality": "GUILDFORD",
                "region": "UKJ2",
                "postalCode": "GU1 4QU",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-61028",
        "name": "Surrey Heath Borough Council"
    },
    "language": "en",
    "awards": [
        {
            "id": "023213-2023-1",
            "title": "Commercial Agency Services",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-89737",
                    "name": "CITICENTRIC LIMITED"
                },
                {
                    "id": "GB-FTS-89740",
                    "name": "LAMBERT SMITH HAMPTON GROUP LIMITED"
                },
                {
                    "id": "GB-FTS-89741",
                    "name": "VAIL WILLIAMS LLP"
                },
                {
                    "id": "GB-FTS-89742",
                    "name": "HARTNELL TAYLOR COOK LLP"
                },
                {
                    "id": "GB-FTS-89743",
                    "name": "JONES LANG LA SALLE LIMITED"
                },
                {
                    "id": "GB-FTS-89744",
                    "name": "STILES HAROLD WILLIAMS PARTNERSHIP LLP"
                }
            ]
        },
        {
            "id": "023213-2023-2",
            "relatedLots": [
                "2"
            ],
            "title": "Residential Sales and Acquisitions",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-89738",
                    "name": "PHI CAPITAL INVESTMENTS LIMITED"
                },
                {
                    "id": "GB-FTS-89740",
                    "name": "LAMBERT SMITH HAMPTON GROUP LIMITED"
                },
                {
                    "id": "GB-FTS-89745",
                    "name": "MADISON BROOK LIMITED"
                },
                {
                    "id": "GB-FTS-89746",
                    "name": "STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP"
                }
            ]
        },
        {
            "id": "023213-2023-3",
            "relatedLots": [
                "3"
            ],
            "title": "RETAIL SALES AND ACQUISITIONS",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-89739",
                    "name": "SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS"
                },
                {
                    "id": "GB-FTS-89737",
                    "name": "CITICENTRIC LIMITED"
                },
                {
                    "id": "GB-FTS-89742",
                    "name": "HARTNELL TAYLOR COOK LLP"
                },
                {
                    "id": "GB-FTS-89743",
                    "name": "JONES LANG LA SALLE LIMITED"
                },
                {
                    "id": "GB-FTS-89747",
                    "name": "OWEN ISHERWOOD LIMITED"
                },
                {
                    "id": "GB-FTS-89746",
                    "name": "STILES HAROLD WILLIAMS PARTNERSHIP (SHW) LLP"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "023213-2023-1",
            "awardID": "023213-2023-1",
            "title": "Commercial Agency Services",
            "status": "active",
            "value": {
                "amount": 466000,
                "currency": "GBP"
            },
            "dateSigned": "2023-08-02T00:00:00+01:00"
        },
        {
            "id": "023213-2023-2",
            "awardID": "023213-2023-2",
            "title": "Residential Sales and Acquisitions",
            "status": "active",
            "value": {
                "amount": 466000,
                "currency": "GBP"
            },
            "dateSigned": "2023-08-02T00:00:00+01:00"
        },
        {
            "id": "023213-2023-3",
            "awardID": "023213-2023-3",
            "title": "RETAIL SALES AND ACQUISITIONS",
            "status": "active",
            "value": {
                "amount": 466000,
                "currency": "GBP"
            },
            "dateSigned": "2023-08-02T00:00:00+01:00"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "1",
                "measure": "bids",
                "value": 11
            },
            {
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                "measure": "bids",
                "relatedLot": "2",
                "value": 4
            },
            {
                "id": "9",
                "measure": "bids",
                "relatedLot": "3",
                "value": 7
            },
            {
                "id": "2",
                "measure": "smeBids",
                "value": 7
            },
            {
                "id": "7",
                "measure": "smeBids",
                "relatedLot": "2",
                "value": 3
            },
            {
                "id": "10",
                "measure": "smeBids",
                "relatedLot": "3",
                "value": 6
            },
            {
                "id": "3",
                "measure": "foreignBidsFromEU",
                "value": 0
            },
            {
                "id": "4",
                "measure": "foreignBidsFromNonEU",
                "value": 0
            },
            {
                "id": "5",
                "measure": "electronicBids",
                "value": 11
            },
            {
                "id": "8",
                "measure": "electronicBids",
                "relatedLot": "2",
                "value": 4
            },
            {
                "id": "11",
                "measure": "electronicBids",
                "relatedLot": "3",
                "value": 7
            }
        ]
    }
}