Help to Buy Agent Service.
Contract notice
Services
Section I: Contracting authority
Homes and Communities Agency
7th Floor, Maple House, 149 Tottenham Court Road
For the attention of: Andy Nelson, Team Leader, Provider Management
W1T 7BN London
UNITED KINGDOM
Telephone: +44 3001234500
E-mail:
Fax: +44 3001234500
Internet address(es):
Address of the buyer profile: www.homesandcommunities.co.uk
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)
Section II: Object of the contract
Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code
The HCA is seeking to appoint Help to Buy Agent/s (HTBA) to a deliver a range of Help To Buy Agent branded services across 9 (nine) geographic service areas in England, including one area covering Greater London, from April 2014.
Each geographic service area will be subject of a separate Lot and only one HTBA will be appointed to deliver the service in each geographic service area (Lot) for the contract period.
The HCA therefore wish to appoint between a minimum of 1 (one) HTBA (in the event that a single Applicant tenders for, and is awarded, all Lots) and a maximum of nine agents to deliver the services across England.
Applicants may bid for one, more, or all Lots subject to separate submissions at PQQ and tender stage (where invited). Each Lot will be assessed separately and Applicants should not cross-refer to information supplied for other Lots.
Applicants will be expected to be able to deliver all the services described for the relevant Lot(s). Expressions of interest for delivery of part of the services in any Lot(s) will not be permitted.
HTBAs will deliver a range of Help To Buy Agent branded services, advising people on their low cost home ownership options and supporting administration of the HCA's low cost home ownership (LCHO) and equity loan products, to provide a seamless and consistent service to our customers.
The scope of HTBA services required varies in each Lot (see the MOI for further details). Depending on the Lot, required HTBA services may include, but are not limited to, the following Core Services:
i) Website and Marketing
Operate and maintain a Help to Buy Agent (HTBA) website as a single point of information for customers and providers of HCA-supported LCHO and equity loan products in the Lot area:
- Operate Help to Buy Agent website under branding prescribed by HCA, linked to the HCA's national HTBA portal site;
- Provide information content on low cost housing options including ‘Help to Buy' branded products and other related products and services prescribed by HCA.
- Provide information content on HCA-supported LCHO (new and re-sales) and HCA-funded equity loan product eligibility criteria, providers and application processes;
- Provide online enquiry and application processing facilities for HCA-supported products;
- Provide searchable database of available properties (new and re-sales);
- Provide defined marketing to support product awareness-raising.
ii) Customer Guidance and Signposting (not required for Lot 9)
Act as a virtual ‘one-stop shop' of advice and guidance to applicants of low cost housing including ‘Help to Buy' branded products and HCA-supported LCHO and equity loan products in the geographic service area:
- Maintain comprehensive product information (website and electronic literature);
- Maintain comprehensive list of providers, eligible schemes and properties (new and re-sales);
- Operate a dedicated customer Helpline 9-5, Mon -Fri;
- Offer impartial advice to customers and signpost them to relevant products, HCA partner services or further sources of information as relevant.
iii) Applicant Assessment - Low Cost Home Ownership Products (not required for Lot 9)
Assess applicant eligibility for HCA-supported LCHO products (new and re-sales) to ensure compliance to criteria agreed with Government:
- Perform applicant needs assessments and affordability assessments to HCA criteria;
- Provide signposting and generic advice up to reservation stage;
- Issue lists of eligible applicants to LCHO providers.
iv) Sales Administration - Equity Loan Products
Undertake robust sales administration activities for HCA-funded equity loan product sales:
- Perform eligibility assessment of all applicants at reservation of each home;
- Issue Authority to Proceed documents and Solicitor Packs subject to eligibility assessment;
- Issue Authority to Exchange documents subject to relevant conveyancing solicitor forms;
- Issue Authority to Complete documents subject to relevant conveyancing solicitor forms ;
- Input transaction data to the HCA's Investment Management System (IMS) database at key process stages;
- Undertake IMS scheme inputting and claim submission on behalf of small providers;
- Collate accurate post-completion paperwork.
v) Service Administration
Maintain an effective service for HCA and stakeholders:
- Provide regular monitoring returns to HCA;
- Respond to ad-hoc HCA information and data requests;
- Maintain relationships with HCA providers
- Collaborate with HCA and other HTBA/s to ensure a seamless customer service
- Issue quarterly electronic updates to HCA providers;
- Operate a managed complaints procedure;
- Adhere to data protection requirements.
Applicants should note that the scope of HTBA services required in London (Lot 9) is different to that for Lots 1-8 and does not include Core Service ii) or iii). The services in this Lot are being procured by the HCA as contracting and managing authority, under delegation from the Greater London Authority. Please refer to MOI for further details.
It is possible that central government departments may wish to benefit from HTBA services in the future however no guarantee is given as to whether this will apply or the value of any services to be provided to such organisations.
66000000, 75100000, 75120000, 75123000, 72320000, 79342000
Tenders may be submitted for one or more lots
Notwithstanding that a provider may be awarded more than one Lot, extensions in relation to each Lot shall be dealt with separately. The grant of an extension in relation to one Lot does not entitle the provider to an extension in relation to any other Lots is has been awarded.
Estimated value excluding VAT:
Range: between 22 400 000 and 98 700 000 GBP
Information about lots
Lot No: 1 Lot title: Help to Buy Agent - North East66000000, 75100000, 75120000, 75123000, 72320000, 79342000
Estimated value excluding VAT:
Range: between 1 200 000 and 5 600 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 3 000 000 and 13 500 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 2 200 000 and 9 600 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 1 800 000 and 8 000 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 2 800 000 and 12 100 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 2 300 000 and 10 600 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 1 300 000 and 5 800 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 5 800 000 and 24 100 000 GBP
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
As alternative arrangements are in place for marketing, guidance and assessment of LCHO applicants in London, different HTBA services are required in this Lot, focused upon administration of HCA-funded equity loan products only.
Therefore the Core Services described at section II.1.5: are subject to the following variations for this Lot:
i) Website and Marketing
The London HTBA website will be linked to the HCA's national HTBA hub site and follow uniform HTBA branding prescribed by the HCA, but services will be limited to:
- Information on HCA-funded equity loan products, providers and application/ eligibility criteria;
- Online enquiry and application processing facilities for HCA-funded equity loan products;
- A searchable database of developments offering homes on HCA-funded equity loan terms.
The London HTBA will only support non site-specific awareness-raising of HCA-funded equity loan products.
iv) Sales Administration - Equity Loan Products
The London HTBA will provide the full service, described at II.1.5 but in addition will:
- Operate a dedicated customer enquiry line 9am-5pm, Mon Fri for equity loan sales administration enquiries (only).
- Ensure appropriate website linkages to relevant GLA/ agent services.
v) Service Administration
The London HTBA will provide the full service described at II.1.5.
The London HTBA will not provide the Core Services ii or iii (Customer Guidance and Signposting or Applicant Assessment for Low Cost Home Ownership) described at II.1.5.
66000000, 72320000, 75100000, 75120000, 75123000, 79342000
Estimated value excluding VAT:
Range: between 2 000 000 and 9 400 000 GBP
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Section III: Legal, economic, financial and technical information
See MOI for further details of Fee Structure and Payment Terms.
Refer to PQQ and MOI.
Section IV: Procedure
Objective criteria for choosing the limited number of candidates: Refer to PQQ and MOI.
Section VI: Complementary information
The contract will be subject to English law. Tenders and all supporting documents must be priced in GBP and all payments under the contract will be made in GBP.
Minimum of estimated contract value range is based on the initial two (2) year contract term.
Maximum of estimated contract value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
The HCA will be the contracting authority for all HTBA services.
The HCA will not be bound to award a contract or contracts and may cancel the procurement at any point. Bidders are responsible for their own costs.
There is no guarantee of the volumes of sale completions or related services to be delivered through the Help to Buy Agent(s).
This procurement and award is subject to the transparency arrangements being adopted by the UK Government. These arrangements include the publication of tender documentation issued by the HCA and the contract between the HCA and supplier. Bidders should highlight any areas they consider commercially sensitive in order for the HCA to be able to honour our transparency obligations without undermining the bidders commercial interests.
Candidates are advised that the HCA is subject to the Freedom of Information Act 2000 ("The Act"). If a candidate considers that any of the information supplied as part of this procurement procedure should not be disclosed because of its commercial sensitivity, confidential or otherwise, they must, when providing this information, clearly identify the specific information they do not wish to be disclosed and clearly specify the reasons for its sensitivity. The HCA shall take such statements into consideration in the event that it receives a request pursuant to the Act which relates to the information provided by the interested party. Please note, it is insufficient to include a statement of confidentiality encompassing all the information provided in the response.
The HCA takes a zero-tolerance approach to bribery and corruption and sets high standards of impartiality, integrity and objectivity in relation to the stewardship of public funds and the management of its activities. The principles contained within this policy apply to both internal and external audiences, including anyone wishing to undertake business or engage with the HCA. Please refer to our Anti-bribery and Corruption Policy by visiting http://www.homesandcommunities.co.uk/ethical-policies for further information.
All dates included in this notice are provisional and potentially subject to revision.To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=76867244
GO Reference: GO-20131018-PRO-5206273Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500
Body responsible for mediation procedures
Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500
Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500