The procurement documents are available for unrestricted and full direct access, free of charge at:
https://www.delta-esourcing.com/tenders/UK-UK-Camberley:-Property-management-services-of-real-estate-on-a-fee-or-contract-basis./6C7634VEG3
II.1.1) Title
Framework for Commercial Agency Services
Reference number: 777289126
II.1.2) Main CPV code
70330000
II.1.3) Type of contract
Services
II.1.4) Short description
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.
II.1.5) Estimated total value
Value excluding VAT:
1 400 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for all lots
Lot No: Lot 1
II.2.1) Title
1.1Lot 1:Commercial sales and acquisitions
II.2.2) Additional CPV code(s)
70332200
II.2.3) Place of performance
NUTS code:
UKJ25
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement
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
II.2.5) Award criteria
Criteria below:
Quality criterion: Quality via method statements
/ Weighting: 60
Cost criterion: Financial Bid Back
/ Weighting: 40
II.2.6) Estimated value
Value excluding VAT:
466 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: Yes
Description of renewals:
Being let on the basis of 2+2 years
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
II.2.14) Additional information
To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/6C7634VEG3
Lot No: 2
II.2.1) Title
1.2Lot 2: residential sales and acquisitions
II.2.2) Additional CPV code(s)
70331000
II.2.3) Place of performance
NUTS code:
UKJ25
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement
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.
II.2.5) Award criteria
Criteria below:
Quality criterion: Method statement scores
/ Weighting: 60
Cost criterion: Financial bid back score
/ Weighting: 40
II.2.6) Estimated value
Value excluding VAT:
466 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: Yes
Description of renewals:
Being let on a 2+2 basis
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Lot No: 3
II.2.1) Title
LOT 3 - RETAIL SALES, ACQUISITIONS, VALUATIONS, LETTINGS, MANAGEMENT
II.2.2) Additional CPV code(s)
70332000
II.2.3) Place of performance
NUTS code:
UKJ25
Main site or place of performance:
West Surrey
II.2.4) Description of the procurement
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.
II.2.5) Award criteria
Criteria below:
Quality criterion: Method statement scores
/ Weighting: 60
Cost criterion: Financial Bid Backj
/ Weighting: 40
II.2.6) Estimated value
Value excluding VAT:
466 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: Yes
Description of renewals:
Being let on a 2+2 basis
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
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