Award

Provision of Property Management Services

CROWN ESTATE SCOTLAND

This public procurement record has 4 releases in its history.

Award

19 May 2021 at 00:00

TenderUpdate

28 Aug 2020 at 00:00

Tender

30 Jul 2020 at 00:00

Planning

19 Jun 2020 at 00:00

Summary of the contracting process

Crown Estate Scotland is currently engaging in an active procurement process titled "Provision of Property Management Services". This tender is categorised under the services industry and affects various locations across Scotland. The procurement stage is centred on the Awards of contracts following an Open procedure, with key relevant dates including the award signings completed on 29 March 2021 and 3 May 2021. Interested parties should note the established procurement structure which covers managing agent services across different lots, including rural, coastal, and urban property management.

This tender presents significant opportunities for businesses specialising in property management services, particularly those with experience in managing diverse portfolios ranging from rural landscapes to urban real estate. Companies of varying scales, from large firms such as Bidwells and Savills (UK) Limited to SMEs capable of meeting the specific service requirements, would be well-suited to compete. The tender process emphasises quality understanding of service requirements and price, making it crucial for bidders to demonstrate their expertise and capacity to manage Crown Estate Scotland's extensive property interests.

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Notice Title

Provision of Property Management Services

Notice 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.

Lot Information

Provision of Managing Agent Services - Rural North

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.. Refer to ITT Document

Options: 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.

Renewal: 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.

Provision of Managing Agent Services - Rural South

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.. Refer to ITT for further information

Options: 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.

Renewal: 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.

Provision of Managing Agent Services - Services to Salmon Fishing Rights

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 https://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.. Refer to ITT

Options: 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

Renewal: 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

Provision of Managing Agent Services - Services to Minerals & Mines Royal

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 https://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.. Refer to ITT

Options: 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

Renewal: 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

Managing Agent Services - Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)

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 https://www.crownestatescotland.com/what-we-do/map Combination of Lots 1, 2, 4 and 5. Refer to ITT

Options: 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.

Renewal: 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.

Managing Agent Services - Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)

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 https://www.crownestatescotland.com/what-we-do/map Combination of Lots 1-5. Refer to ITT

Options: 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.

Renewal: 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.

Provision of Managing Agent Services - Services to the Coastal Estate

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 https://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.. Refer to ITT

Options: 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.

Renewal: 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.

Provision of Managing Agent Services - Services to Urban Estate

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 https://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.. Refer to ITT

Options: 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.

Renewal: An options appraisal is currently being 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.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000623829
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY415581
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

14 - Mining, basic metals and related products

50 - Repair and maintenance services

70 - Real estate services

77 - Agricultural, forestry, horticultural, aquacultural and apicultural services

98 - Other community, social and personal services


CPV Codes

14523000 - Related minerals, precious metals and associated products

14523100 - Minerals

50246000 - Harbour equipment maintenance services

70000000 - Real estate services

70100000 - Real estate services with own property

70110000 - Development services of real estate

70111000 - Development of residential real estate

70112000 - Development of non-residential real estate

70120000 - Buying and selling of real estate

70121000 - Building sale or purchase services

70121100 - Building sale services

70121200 - Building purchase services

70122000 - Land sale or purchase services

70122100 - Land sale services

70122110 - Vacant-land sale services

70122200 - Land purchase services

70122210 - Vacant-land purchase services

70123000 - Sale of real estate

70123100 - Sale of residential real estate

70123200 - Sale of non-residential estate

70130000 - Letting services of own property

70200000 - Renting or leasing services of own property

70210000 - Residential property renting or leasing services

70220000 - Non-residential property renting or leasing services

70300000 - Real estate agency services on a fee or contract basis

70310000 - Building rental or sale services

70311000 - Residential building rental or sale services

70320000 - Land rental or sale services

70321000 - Land rental services

70322000 - Vacant-land rental or sale services

70330000 - Property management services of real estate on a fee or contract basis

70331000 - Residential property services

70332000 - Non-residential property services

70332100 - Land management services

70332200 - Commercial property management services

70332300 - Industrial property services

70333000 - Housing services

77000000 - Agricultural, forestry, horticultural, aquacultural and apicultural services

77100000 - Agricultural services

77110000 - Services incidental to agricultural production

77200000 - Forestry services

77230000 - Services incidental to forestry

77231000 - Forestry management services

77700000 - Services incidental to fishing

77800000 - Aquaculture services

77810000 - Mariculture services

98362000 - Port management services

Notice Value(s)

Tender Value
£12,500,000 £10M-£100M
Lots Value
£32,257,000 £10M-£100M
Awards Value
Not specified
Contracts Value
£13,414,282 £10M-£100M

Notice Dates

Publication Date
19 May 20214 years ago
Submission Deadline
2 Sep 2020Expired
Future Notice Date
27 Jul 2020Expired
Award Date
29 Mar 20214 years ago
Contract Period
1 Apr 2021 - 31 Mar 2022 6-12 months
Recurrence
With the exception of Lot 6, 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. Refer to Lot 6 for further information.

Notice Status

Tender Status
Complete
Lots Status
Active, Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
CROWN ESTATE SCOTLAND
Contact Name
Maurice McTeague, Maurice McTeague - Procurement Manager
Contact Email
maurice.mcteague@crownestatescotland.com
Contact Phone
+44 1314607657

Buyer Location

Locality
EDINBURGH
Postcode
EH4 3BJ
Post Town
Edinburgh
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM Scotland, TLM73 East Lothian and Midlothian, TLM75 City of Edinburgh, TLM92 Dumfries and Galloway

Local Authority
City of Edinburgh
Electoral Ward
City Centre
Westminster Constituency
Edinburgh East and Musselburgh

Supplier Information

Number of Suppliers
5
Supplier Names

BIDWELLS

BNP PARIBAS REAL ESTATE (STRUTT AND PARKER

LONDON & SCOTTISH PROPERTY ASSET MANAGEMENT

SAVILLS (UK

WARDELL ARMSTRONG

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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                "id": "AUG391608-2",
                "title": "Commercial Response Spreadsheet",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG391608&idx=2",
                "datePublished": "2020-08-03T09:00:46Z",
                "dateModified": "2020-08-03T09:00:46Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "AUG391608-3",
                "title": "ESPD (PDF Version)",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG391608&idx=3",
                "datePublished": "2020-08-03T09:00:46Z",
                "dateModified": "2020-08-03T09:00:46Z",
                "format": "application/pdf"
            },
            {
                "id": "AUG391608-4",
                "title": "TUPE Statement - Contact Details for Incumbent Providers",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG391608&idx=4",
                "datePublished": "2020-08-14T09:21:32Z",
                "dateModified": "2020-08-14T09:21:32Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "AUG391608-5",
                "title": "Additional detail to Information provided in response to Question 18 in the Q&A",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG391608&idx=5",
                "datePublished": "2020-08-31T08:30:50Z",
                "dateModified": "2020-08-31T08:30:50Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "AUG391608-6",
                "title": "Model Terms and Conditions for Managing Agent ITT",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG391608&idx=6",
                "datePublished": "2020-09-01T16:38:45Z",
                "dateModified": "2020-09-01T16:38:45Z",
                "format": "application/pdf"
            },
            {
                "id": "MAY415581",
                "documentType": "awardNotice",
                "title": "Provision of Property Management Services",
                "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.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY415581",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "title": "Provision of Managing Agent Services - Rural North",
                "description": "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.. Refer to ITT Document",
                "status": "complete",
                "value": {
                    "amount": 4138000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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."
                }
            },
            {
                "id": "2",
                "title": "Provision of Managing Agent Services - Rural South",
                "description": "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.. Refer to ITT for further information",
                "status": "complete",
                "value": {
                    "amount": 1915000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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."
                }
            },
            {
                "id": "4",
                "title": "Provision of Managing Agent Services - Services to Salmon Fishing Rights",
                "description": "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 https://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.. Refer to ITT",
                "status": "complete",
                "value": {
                    "amount": 575000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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"
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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"
                }
            },
            {
                "id": "5",
                "title": "Provision of Managing Agent Services - Services to Minerals & Mines Royal",
                "description": "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 https://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.. Refer to ITT",
                "status": "complete",
                "value": {
                    "amount": 881000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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"
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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"
                }
            },
            {
                "id": "7",
                "title": "Managing Agent Services - Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal)",
                "description": "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 https://www.crownestatescotland.com/what-we-do/map Combination of Lots 1, 2, 4 and 5. Refer to ITT",
                "status": "active",
                "value": {
                    "amount": 7509000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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."
                }
            },
            {
                "id": "8",
                "title": "Managing Agent Services - Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal)",
                "description": "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 https://www.crownestatescotland.com/what-we-do/map Combination of Lots 1-5. Refer to ITT",
                "status": "active",
                "value": {
                    "amount": 12259000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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."
                }
            },
            {
                "id": "3",
                "title": "Provision of Managing Agent Services - Services to the Coastal Estate",
                "description": "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 https://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.. Refer to ITT",
                "status": "complete",
                "value": {
                    "amount": 4750000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
                    "endDate": "2024-03-31T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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."
                }
            },
            {
                "id": "6",
                "title": "Provision of Managing Agent Services - Services to Urban Estate",
                "description": "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 https://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.. Refer to ITT",
                "status": "complete",
                "value": {
                    "amount": 230000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Understanding of the service requirements",
                            "description": "15"
                        },
                        {
                            "type": "price",
                            "description": "30"
                        }
                    ]
                },
                "options": {
                    "description": "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."
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                "submissionTerms": {
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                "contractPeriod": {
                    "startDate": "2021-04-01T00:00:00Z",
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                "renewal": {
                    "description": "An options appraisal is currently being 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."
                }
            }
        ],
        "lotDetails": {
            "awardCriteriaDetails": "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)",
            "maximumLotsBidPerSupplier": 2147483647
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        "communication": {
            "futureNoticeDate": "2020-07-27T00:00:00Z"
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        "coveredBy": [
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        "classification": {
            "id": "70332100",
            "scheme": "CPV"
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        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
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        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
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        "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk/",
        "tenderPeriod": {
            "endDate": "2020-09-02T12:00:00Z"
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        "bidOpening": {
            "date": "2020-09-02T12:00:00Z"
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        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "Refer to tender document for detailed requirements, Key Performance Indicators and technical specification"
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        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
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        "selectionCriteria": {
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                {
                    "type": "economic",
                    "description": "Each Lot has specific minimum turnover and insurance conditions which are detailed in the ESPD Module"
                },
                {
                    "type": "technical",
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            "languages": [
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            "bidValidityPeriod": {
                "durationInDays": 120
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        "hasRecurrence": true,
        "recurrence": {
            "description": "With the exception of Lot 6, 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. Refer to Lot 6 for further information."
        },
        "amendments": [
            {
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    "description": "More information on the business can be found at http://crownestatescotland.com (SC Ref:654100)",
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