Managing Agent Framework

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-06d323-2026-08-10T11:36:25+01:00",
    "date": "2026-08-10T11:36:25+01:00",
    "ocid": "ocds-h6vhtk-06d323",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PQND-5289-JNDN",
            "name": "Clarion Housing Group",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PQND-5289-JNDN"
            },
            "address": {
                "streetAddress": "5th Floor, Greater London House, Hampstead Road",
                "locality": "London",
                "postalCode": "NW1 7QX",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI31"
            },
            "contactPoint": {
                "name": "Michelle Saunders",
                "email": "michelle.saunders@clarionhg.com"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.clarionhg.com",
                "classifications": [
                    {
                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
                    }
                ]
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PQND-5289-JNDN",
        "name": "Clarion Housing Group"
    },
    "planning": {
        "noEngagementNoticeRationale": "Pre Market engagement was carried outside of Atamis held on 16th February 2026"
    },
    "tender": {
        "id": "7017",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Managing Agent Framework",
        "description": "Clarion / Latimer requires Managing Agents who can work with Clarion and Latimer from the Development and Design stage through Build and Mobilisation to Operate and Manage Clarion properties and provide the required Managing Agent services. Clarion wishes to procure Service Providers to provide a managing agent service across multi tenure blocks and estates including affordable rent, private leasehold, shared ownership and market rent.",
        "status": "active",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "70300000",
                        "description": "Real estate agency services on a fee or contract basis"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amountGross": 1474520,
            "amount": 1228764,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "isOpenFrameworkScheme": true,
                "method": "withAndWithoutReopeningCompetition",
                "type": "closed",
                "description": "Clarion / Latimer requires Managing Agents who can work with Clarion and Latimer from the Development and Design stage through Build and Mobilisation to Operate and Manage Clarion properties and provide the required Managing Agent services. Clarion wishes to procure Service Providers to provide a managing agent service across multi tenure blocks and estates including affordable rent, private leasehold, shared ownership and market rent.",
                "openFrameworkSchemeEndDate": "2031-01-17T23:59:59Z"
            }
        },
        "submissionMethodDetails": "https://atamis-clarionhousing--prospend.vf.force.com/apex/CS_ContractPage?filters=&page=1&Preview=Yes&searchStr=&SearchType=Projects&sortStr=Alphabetical&uid=a1MWT000007fRLB2A2&sfdcIFrameOrigin=https%3A%2F%2Fatamis-clarionhousing.lightning.force.com",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "tenderPeriod": {
            "endDate": "2026-09-02T12:00:00+01:00"
        },
        "enquiryPeriod": {
            "endDate": "2026-08-13T12:00:00+01:00"
        },
        "awardPeriod": {
            "endDate": "2026-10-30T23:59:59Z"
        },
        "lots": [
            {
                "id": "1",
                "status": "active",
                "value": {
                    "amountGross": 1474520,
                    "amount": 1228764,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "Please see Managing Agent ITT incl PSQ Open Procedure document for details",
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Appendix 1 - PSQ Questionnaire",
                            "description": "All bidders need to meet the Mandatory Requirements of this PSQ Questionnaire"
                        },
                        {
                            "type": "quality",
                            "name": "Open Tender",
                            "description": "Suppliers must achieve a minimum overall score of 60% to be awarded a place on the Framework. However, where fewer than two Managed Agents are available for a particular Region, Clarion may, at its sole discretion, award a place to the highest-ranked Supplier below the 60% overall score. Any such exception shall apply only to the specific Region for which insufficient supplier coverage exists and shall not entitle the Supplier to be appointed in any other Region."
                        },
                        {
                            "type": "quality",
                            "name": "Appendix 2 - PSQ Questionnaire Additional Questions",
                            "description": "All bidders need to meet the Mandatory Requirements of this PSQ Questionnaire"
                        },
                        {
                            "type": "quality",
                            "name": "Appendix 3 - Conditions of Participation",
                            "description": "All bidders need to confirm they meet the requirements for the Conditions of Participation"
                        },
                        {
                            "type": "price",
                            "name": "Managing Agent Framework",
                            "description": "15% of the marks available will be allocated according to the prices and rates indicated in the Price Schedule."
                        },
                        {
                            "type": "quality",
                            "name": "Appendix 1 - PSQ Questionnaire",
                            "description": "All bidders need to meet the Mandatory Requirements of this PSQ Questionnaire"
                        },
                        {
                            "type": "quality",
                            "name": "Open Tender",
                            "description": "Suppliers must achieve a minimum overall score of 60% to be awarded a place on the Framework. However, where fewer than two Managed Agents are available for a particular Region, Clarion may, at its sole discretion, award a place to the highest-ranked Supplier below the 60% overall score. Any such exception shall apply only to the specific Region for which insufficient supplier coverage exists and shall not entitle the Supplier to be appointed in any other Region."
                        },
                        {
                            "type": "quality",
                            "name": "Appendix 2 - PSQ Questionnaire Additional Questions",
                            "description": "All bidders need to meet the Mandatory Requirements of this PSQ Questionnaire"
                        },
                        {
                            "type": "quality",
                            "name": "Appendix 3 - Conditions of Participation",
                            "description": "All bidders need to confirm they meet the requirements for the Conditions of Participation"
                        },
                        {
                            "type": "price",
                            "name": "Managing Agent Framework",
                            "description": "15% of the marks available will be allocated according to the prices and rates indicated in the Price Schedule."
                        }
                    ]
                },
                "selectionCriteria": {
                    "criteria": [
                        {
                            "type": "economic",
                            "description": "See ITT incl PSQ Document"
                        },
                        {
                            "type": "technical",
                            "description": "See ITT incl PSQ Document"
                        },
                        {
                            "type": "economic",
                            "description": "See ITT incl PSQ Document"
                        },
                        {
                            "type": "technical",
                            "description": "See ITT incl PSQ Document"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-18T00:00:00Z",
                    "endDate": "2030-01-17T23:59:59Z"
                }
            }
        ],
        "lotDetails": {
            "noLotsDivisionRationale": "Our reasons for not awarding this contract by lots are: a) Following assessment, it has been determined that lotting would not provide the optimal commercial outcome or operational flexibility for the organisation. b) The requirement is for the provision of general Managing Agent Services across Clarion / Latimer's diverse property portfolio. The intention is to establish a broad framework of suitably qualified Managing Agents capable of delivering services across different property types and locations, rather than procuring separate specialist arrangements. c) Dividing the framework into Lots would unnecessarily restrict supplier participation and could result in suppliers being excluded from opportunities where they have the capability to deliver services across multiple regions and estate types. By establishing a single framework, Clarion can maximise the number of appointed Managing Agents, increasing competition at call-off stage and providing greater choice to operational teams."
        },
        "documents": [
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest"
            },
            {
                "id": "070249-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/070249-2026",
                "datePublished": "2026-07-24T12:26:37+01:00",
                "format": "text/html"
            },
            {
                "id": "075634-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/075634-2026",
                "datePublished": "2026-08-10T11:36:25+01:00",
                "format": "text/html"
            }
        ],
        "hasRecurrence": true,
        "recurrence": {
            "dates": [
                {
                    "startDate": "2029-01-17T23:59:59Z"
                },
                {
                    "startDate": "2029-01-17T23:59:59Z"
                }
            ]
        },
        "amendments": [
            {
                "id": "075634-2026",
                "description": "Change of Total Contract Value. Original ex VAT PS4,940,000 - Revised PS1,228,764 Original Inc VAT PS5,928,000 - Revised PS1,474,520"
            }
        ]
    },
    "language": "en"
}