---
title: "Framework for Commercial Agency Services"
ocid: "ocds-h6vhtk-03c3ab"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03c3ab"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03c3ab.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03c3ab.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "SURREY HEATH BOROUGH COUNCIL"
published: "2023-08-09"
---

# Framework for Commercial Agency Services

Buyer: SURREY HEATH BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-03c3ab

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03c3ab)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-03c3ab.json)

## Summary

The Surrey Heath Borough Council is seeking to establish a multi-agency framework for investment agency services. This framework involves acquisitions and disposals of various property types, with a focus on regeneration, economic growth, and employment protection. The Council has divided the procurement into 3 lots: Commercial sales and acquisitions, Residential sales and acquisitions, and Retail sales, acquisitions, valuations, lettings, and management. The Council has already signed contracts with multiple suppliers for these services.

This tender presents an opportunity for small and medium enterprises (SMEs) specializing in property management services. Businesses that excel in property acquisitions, disposals, valuations, and strategic advice will find this tender suitable. As the contracting authority, Surrey Heath Borough Council is actively seeking suppliers to support its investment agency services across different property sectors. The procurement is currently at the active stage, and interested businesses should consider the upcoming bidder information meeting between the 9th and 12th of May 2023.

## Notice

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.

### Lot Information

1.1Lot 1:Commercial sales and acquisitions

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

Renewal: Being let on the basis of 2+2 years

1.2Lot 2: residential sales and acquisitions

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.

Renewal: Being let on a 2+2 basis

LOT 3 - RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT

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.

Renewal: Being let on a 2+2 basis

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/023213-2023 |
| Notice type | Tender Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large, SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Aug 2023 |
| Submission deadline | 7 Jun 2023 |
| Future notice date | Not specified |
| Award date | 1 Aug 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,400,000 |
| Lots value | £1,398,000 |
| Awards value | Not specified |
| Contracts value | £466,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SURREY HEATH BOROUGH COUNCIL |
| Locality | CAMBERLEY |
| Post town | Guildford |
| Postcode | GU15 3HD |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ2 Surrey, East and West Sussex |
| ITL 3 | TLJ25 West Surrey |
| Local authority | Surrey Heath |
| Electoral ward | Town |
| Westminster constituency | Surrey Heath |
| Delivery location | TLJ25 West Surrey |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 11 |
| Supplier names | CITICENTRIC; HARTNELL TAYLOR COOK; JONES LANG LA SALLE; LAMBERT SMITH HAMPTON GROUP; MADISON BROOK; OWEN ISHERWOOD; PHI CAPITAL INVESTMENTS; SPECIALIST PROPERTY ADVISORS UK LLP TRADING AS BODDY AND EDWARDS; STILES HAROLD WILLIAMS PARTNERSHIP; STILES HAROLD WILLIAMS PARTNERSHIP (SHW; VAIL WILLIAMS |

## CPV Codes

### Divisions

- 70 - Real estate services

### Codes

- 70330000 - Property management services of real estate on a fee or contract basis
- 70331000 - Residential property services
- 70332000 - Non-residential property services
- 70332200 - Commercial property management services

## Release History

- 9 Aug 2023 at 11:05 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/023213-2023
- 24 Apr 2023 at 15:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/011704-2023

## Notice URLs

- https://www.delta-esourcing.com
- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=800232832
- https://www.delta-esourcing.com/respond/6C7634VEG3
- https://www.delta-esourcing.com/tenders/UK-UK-Camberley:-Property-management-services-of-real-estate-on-a-fee-or-contract-basis./6C7634VEG3
- https://www.surreyheath.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03c3ab. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03c3ab.json.