Total facilities management services contract.
Contract notice
Works
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Housing 21
The Triangle, Baring Road
Contact point(s): All interaction to be conducted via the online eSourcing tool at https://in-tendhost.co.uk/housing21
HP9 2NA Beaconsfield
UNITED KINGDOM
Internet address(es):
General address of the contracting authority: http://www.housing21.co.uk
Address of the buyer profile: https://in-tendhost.co.uk/housing21
Further information can be obtained from: The above mentioned contact point(s)
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)
Tenders or requests to participate must be sent to: The above mentioned contact point(s)
I.2)Type of the contracting authority
Body governed by public law
I.3)Main activity
Housing and community amenities
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no
Section II: Object of the contract
II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Total facilities management services contract.
II.1.2)Type of contract and location of works, place of delivery or of performance
Works
Realisation, by whatever means of work, corresponding to the requirements specified by the successful tenderer
Main site or location of works, place of delivery or of performance: Nationally, England, with minor operations in Guernsey and Wales.
Realisation, by whatever means of work, corresponding to the requirements specified by the successful tenderer
Main site or location of works, place of delivery or of performance: Nationally, England, with minor operations in Guernsey and Wales.
NUTS code UK
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
Housing 21 is a leading national not-for-profit provider of housing, care and health services for older people. Its vision is to provide a life of choice for older people whilst its mission is to promote independence and choice for older people through quality housing, care and support.
Housing 21 manages over 18 000 sheltered, extra care apartments and bungalows in 470 scheme settings which are located throughout England (rising to 24 000 over the duration of the strategic 5 year plan).
Housing 21 is seeking a joint venture partner to work with to consult, develop, manage and deliver total facilities management services (TFMS). The partnership is expected to become a key strategic supplier to Housing 21 in the delivery of its corporate plan in regards to the management of its property environments and related services. The delivery of improved levels of customer satisfaction with the services offered, a reduction of the total cost to serve and the creation of new services will be among the critical success factors.
It is envisaged that housing 21 will form a joint venture vehicle with the selected partner, which shall be responsible for the delivery of the TFMS going forward.
Proposals are invited from suitably qualified and experienced facilities management (FM) providers with the capability and experience of operating in and providing a broad range of TFMS across a similar portfolio in the social housing sector.
The selection of a partner is the first phase in this strategic relationship, through which Housing 21 is looking to review and subsequently plan its TFMS. The second phase will be the implementation and delivery of the solution by the selected partner and Housing 21, both through managing and improving current capabilities and relationships, and through self delivery of key service areas.
Bidders are referred to Section II.2.1 of this Notice for further information about the scope of the TFMS.
Housing 21 manages over 18 000 sheltered, extra care apartments and bungalows in 470 scheme settings which are located throughout England (rising to 24 000 over the duration of the strategic 5 year plan).
Housing 21 is seeking a joint venture partner to work with to consult, develop, manage and deliver total facilities management services (TFMS). The partnership is expected to become a key strategic supplier to Housing 21 in the delivery of its corporate plan in regards to the management of its property environments and related services. The delivery of improved levels of customer satisfaction with the services offered, a reduction of the total cost to serve and the creation of new services will be among the critical success factors.
It is envisaged that housing 21 will form a joint venture vehicle with the selected partner, which shall be responsible for the delivery of the TFMS going forward.
Proposals are invited from suitably qualified and experienced facilities management (FM) providers with the capability and experience of operating in and providing a broad range of TFMS across a similar portfolio in the social housing sector.
The selection of a partner is the first phase in this strategic relationship, through which Housing 21 is looking to review and subsequently plan its TFMS. The second phase will be the implementation and delivery of the solution by the selected partner and Housing 21, both through managing and improving current capabilities and relationships, and through self delivery of key service areas.
Bidders are referred to Section II.2.1 of this Notice for further information about the scope of the TFMS.
II.1.6)Common procurement vocabulary (CPV)
50000000, 45453100, 45261900, 50700000, 79400000, 45300000, 90911000, 79993000, 75123000, 45400000, 71314200, 09300000, 39000000
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
II.1.8)Lots
This contract is divided into lots: no
II.1.9)Information about variants
Variants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
Development in partnership of a solution for total facilities management of housing 21's existing and future portfolio of properties in England.
Housing 21 requires a single partner (which may be a consortia incorporated as an appropriately formed Special purpose vehicle) to work with to consult, develop, manage and self deliver aspects of TFMS.
Housing 21 envisages entering into a joint venture with the selected partner.
Annual spend in scope is in the range 25 000 000 GBP to 32 000 000 GBP + in line with portfolio growth projections.
Opportunities exist to develop the service offering more widely to include housing 21 residents, Housing 21 non-resident customers and community based markets, in line with the housing 21 corporate plan.
Current activities (2011).
- Over 18 000 sheltered, extra care apartments and bungalows in 470 schemes,
- 240 local authority areas,
- Over 123 000 care hours / week,
- Over 7 200 members of staff,
- Turnover of more than 200 000 000 GBP,
- 44 Housing 21 administrative offices.
Housing 21 has transformed from a social housing provider to a successful social enterprise. Building on its achievements Housing 21 is in a period of significant organisational change and further growth transforming its service delivery and business processes to deliver a customer centric operating model based on regions and localities.
Future activities (by 2016).
- 24 000 housing units and leasehold units,
- 75 000 customer relationships,
- 200 000 care hours / week,
- Turnover of more than 281 000 000 GBP.
The services potentially within the scope of TFMS (management of and potential for aspects of self delivery).
- Cleaning,
- Window cleaning,
- Grounds maintenance,
- Responsive & cyclical maintenance (landlord responsibility),
- Responsive & cyclical maintenance (tenant chargeable),
- Stock improvement programme,
- Building services maintenance,
- Energy related building management solutions.
It is envisaged that given the nature and dispersal of its stock and operations, that aspects of this work will continue to be delivered through external networks and other suppliers; which the partnership will manage.
Housing 21 offers a wide range of services delivered into a variety of settings (e.g. community, extra care, day care, homecare, residential care). It delivers into various forms of property tenure from rented, shared ownership, outright ownership and leasehold.
The solution shall be capable of supporting these services and any future services or products developed.
The services are currently managed by an in-house function of 60+ managerial and technical staff with an incumbent supply chain of over 300 suppliers. There is very little in house self delivery, mainly in the area of cleaning.
The contract will be for an initial period of 10 years, with a break provision (at Housing 21`s discretion) at 5 years and option to extend (at Housing 21`s discretion) for a further period of 5 years.
Estimated value excluding VAT:
Range: between 375 000 000 and 480 000 000 GBP
Housing 21 requires a single partner (which may be a consortia incorporated as an appropriately formed Special purpose vehicle) to work with to consult, develop, manage and self deliver aspects of TFMS.
Housing 21 envisages entering into a joint venture with the selected partner.
Annual spend in scope is in the range 25 000 000 GBP to 32 000 000 GBP + in line with portfolio growth projections.
Opportunities exist to develop the service offering more widely to include housing 21 residents, Housing 21 non-resident customers and community based markets, in line with the housing 21 corporate plan.
Current activities (2011).
- Over 18 000 sheltered, extra care apartments and bungalows in 470 schemes,
- 240 local authority areas,
- Over 123 000 care hours / week,
- Over 7 200 members of staff,
- Turnover of more than 200 000 000 GBP,
- 44 Housing 21 administrative offices.
Housing 21 has transformed from a social housing provider to a successful social enterprise. Building on its achievements Housing 21 is in a period of significant organisational change and further growth transforming its service delivery and business processes to deliver a customer centric operating model based on regions and localities.
Future activities (by 2016).
- 24 000 housing units and leasehold units,
- 75 000 customer relationships,
- 200 000 care hours / week,
- Turnover of more than 281 000 000 GBP.
The services potentially within the scope of TFMS (management of and potential for aspects of self delivery).
- Cleaning,
- Window cleaning,
- Grounds maintenance,
- Responsive & cyclical maintenance (landlord responsibility),
- Responsive & cyclical maintenance (tenant chargeable),
- Stock improvement programme,
- Building services maintenance,
- Energy related building management solutions.
It is envisaged that given the nature and dispersal of its stock and operations, that aspects of this work will continue to be delivered through external networks and other suppliers; which the partnership will manage.
Housing 21 offers a wide range of services delivered into a variety of settings (e.g. community, extra care, day care, homecare, residential care). It delivers into various forms of property tenure from rented, shared ownership, outright ownership and leasehold.
The solution shall be capable of supporting these services and any future services or products developed.
The services are currently managed by an in-house function of 60+ managerial and technical staff with an incumbent supply chain of over 300 suppliers. There is very little in house self delivery, mainly in the area of cleaning.
The contract will be for an initial period of 10 years, with a break provision (at Housing 21`s discretion) at 5 years and option to extend (at Housing 21`s discretion) for a further period of 5 years.
Estimated value excluding VAT:
Range: between 375 000 000 and 480 000 000 GBP
II.2.2)Information about options
Options: yes
Description of these options: Option (at Housing 21's discretion) to break the initial term of 10 years (120 months) at 5 years.
Option (at Housing 21's discretion) to extend the initial term of 10 years (120 months) for a further 5 year (60 month) term.
Description of these options: Option (at Housing 21's discretion) to break the initial term of 10 years (120 months) at 5 years.
Option (at Housing 21's discretion) to extend the initial term of 10 years (120 months) for a further 5 year (60 month) term.
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Duration in months: 180 (from the award of the contract)
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
As stated in the pre-qualification questionnaire / tender documents.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
As stated in the pre-qualification questionnaire / tender documents.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
As stated in the pre-qualification questionnaire.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: Economic operators bidding for this contract will be required to complete a pre-qualification questionnaire (PQQ) to provide the Contracting Authority with information required for appraisal of of their personal situation. Information sought will be in accordance with Regulations 23-26 of the Public Contract Regulations 2006 and Articles 45-48 of the Public Sector Directive 2004/18/EC.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: The PQQ will require economic operators bidding for this contract to provide information as set out in Regulation 24 of the Public Contracts Regulations 2006 and Article 47 of the Public Sector Directive 2004/18/EC.
Minimum level(s) of standards possibly required: As stated in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: As stated in the pre-qualification questionnaire.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
The PQQ will require economic operators bidding for this contract to provide such information as is set out in Regulation 25 of the Public Contracts Regulations 2006 and Article 48-50 of the Public Sector Directive 2004/18/EC.
Minimum level(s) of standards possibly required:
As stated in the pre-qualification questionnaire.
The PQQ will require economic operators bidding for this contract to provide such information as is set out in Regulation 25 of the Public Contracts Regulations 2006 and Article 48-50 of the Public Sector Directive 2004/18/EC.
Minimum level(s) of standards possibly required:
As stated in the pre-qualification questionnaire.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service
Section IV: Procedure
IV.1)Type of procedure
IV.1.1)Type of procedure
Negotiated
Some candidates have already been selected (if appropriate under certain types of negotiated procedures) no
Some candidates have already been selected (if appropriate under certain types of negotiated procedures) no
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 3: and maximum number 6
Objective criteria for choosing the limited number of candidates: For invitation to the next stage are set out in pre-qualification questionnaire (PQQ) accessible as stated at I.1.
Objective criteria for choosing the limited number of candidates: For invitation to the next stage are set out in pre-qualification questionnaire (PQQ) accessible as stated at I.1.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
PA110009
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
20.1.2012 - 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
6.2.2012
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
The Contracting Authority will discard all responses except those conveyed via its online tendering system (refer I.1 of this form) with which economic operators requiring to express an interest must necessarily register.
All queries and requests for clarification should be directed via the same system using the functionality provided for this purpose.
Responses to the PQQ must further be received in this system according to the timeline for the procedure set out in this notice and subsequently as published in the online tendering system itself.
Housing 21 reserves the right to cancel the procurement and not to proceed with the contract. Housing 21 also reserves the right to award a contract for parts or part of the works and services only.
Housing 21 will not, under any circumstances, reimburse any expense incurred by bidders in preparing their PQQ or tender submissions or in participating in the procurement process.
Housing 21 notes that the award of the contract may involve a transfer of employment undertakings pursuant to the Transfer of Undertakings (Protection of Employment) Regulations 2006, and will clarify the position with the bidders during the procurement process.
All queries and requests for clarification should be directed via the same system using the functionality provided for this purpose.
Responses to the PQQ must further be received in this system according to the timeline for the procedure set out in this notice and subsequently as published in the online tendering system itself.
Housing 21 reserves the right to cancel the procurement and not to proceed with the contract. Housing 21 also reserves the right to award a contract for parts or part of the works and services only.
Housing 21 will not, under any circumstances, reimburse any expense incurred by bidders in preparing their PQQ or tender submissions or in participating in the procurement process.
Housing 21 notes that the award of the contract may involve a transfer of employment undertakings pursuant to the Transfer of Undertakings (Protection of Employment) Regulations 2006, and will clarify the position with the bidders during the procurement process.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
Royal Courts of Justice
Strand
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 2079476000
Body responsible for mediation procedures
Royal Courts of Justice
Strand
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 2079476000
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: Housing 21 shall comply with the requirements of Regulations 29A and 32A of the Public Contracts Regulations 2006 (as amended) (which incorporates Directives 2004/18 EC and 2007/66EC into the laws of England, Wales and Northern Ireland) when notifying Applicants of the outcome of this procurement.
VI.4.3)Service from which information about the lodging of appeals may be obtained
Cabinet Office
70 Whitehall
SW1A 2AS London
UNITED KINGDOM
Telephone: +44 2072763000
VI.5)Date of dispatch of this notice:
12.12.2011