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Contract Notice

SHG — Property and Land valuation services 2015-2020.

  • First published: 06 November 2014
  • Last modified: 06 November 2014
  • Version: N/A
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Contents

Summary

OCID:
Published by:
Symphony Housing Group
Authority ID:
AA25005
Publication date:
06 November 2014
Deadline date:
23 December 2014
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Symphony Housing Group are looking to appoint between one and seven R.I.C.S. accredited organisations to provide Property and land valuation services for housing properties owned or managed by Atrium, Beechwood Ballantyne Community Housing Association, Liverpool Housing Trust, Cobalt Housing, Contour Homes, Hyndburn Homes and Ribble Valley Homes. Symphony Housing Group owns and mangages approx. 40,0000 properties across the North West of England.

The duration of the contracts will be for 5 years divided into a number of Organisational Lots. The services to be provided include:

Right to Buy and Right to Acquire Valuations.

Title plan services to check and highlight boundaries of properties.

Scale floor plans for flat/apartment sales.

Open Market Value reports.

Market Rent reports.

Land valuation reports.

Commercial lease valuation reports (shop units, workshop units).

Commercial lease rent review reports.

Full notice text

CONTRACT NOTICE – OFFICIAL JOURNAL

Section I: Contracting Authority

I.1)

Name, Address and Contact Point(s)


Symphony Housing Group

12 Hanover Street

Liverpool

L1 4AA

UK

Carl Elkington


celkington@cobalthousing.org.uk


https://in-tendhost.co.uk/symphonyhousing

https://in-tendhost.co.uk/symphonyhousing
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I.2)

Type of contracting Authority and Main Activity or Activities

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No

Section II: Object of the Contract

II.1)

Description

II.1.1)

Title attributed to the contract by the contracting authority

SHG — Property and Land valuation services 2015-2020.

II.1.2(a))

Type of works contract

II.1.2(b))

Type of supplies contract

II.1.2(c))

Type of service contract

27

II.1.2)

Main site or location of works, place of delivery or performance



II.1.3)

This notice involves

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II.1.4)

Information on framework agreement (if applicable)

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Number of participants to the framework agreement envisaged

Duration of the framework agreement

Justification for a framework agreement the duration of which exceeds four years

Estimated total value of purchases for the entire duration of the framework agreement

Frequency and value of the contracts to be awarded

II.1.5)

Short description of the contract or purchase(s)

Symphony Housing Group are looking to appoint between one and seven R.I.C.S. accredited organisations to provide Property and land valuation services for housing properties owned or managed by Atrium, Beechwood Ballantyne Community Housing Association, Liverpool Housing Trust, Cobalt Housing, Contour Homes, Hyndburn Homes and Ribble Valley Homes. Symphony Housing Group owns and mangages approx. 40,0000 properties across the North West of England.

The duration of the contracts will be for 5 years divided into a number of Organisational Lots. The services to be provided include:

Right to Buy and Right to Acquire Valuations.

Title plan services to check and highlight boundaries of properties.

Scale floor plans for flat/apartment sales.

Open Market Value reports.

Market Rent reports.

Land valuation reports.

Commercial lease valuation reports (shop units, workshop units).

Commercial lease rent review reports.

II.1.6)

Common Procurement Vocabulary (CPV)

70120000
70123100
70300000
70000000

II.1.7)

Contract covered by the Government Procurement Agreement (GPA)

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II.1.8)

Division into lots

Yes

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II.1.9)

Will variants be accepted

No

II.2)

Quantity or Scope of the Contract

II.2.1)

Total quantity or scope

Lot structure

Lot Description

1 Cobalt Housing

2 Liverpool Housing Trust and Beechwood Ballantyne Community Housing Association

3 Contour Homes

4 Peak Valley Homes

5 Hyndburn Homes and Ribble Valley Homes

6 Symphony Housing Group (Development) West and Atrium

7 Symphony Housing Group (Development) East

8 Contour Homes, Hyndburn Homes, Peak Valley Homes and Ribble Valley Homes combined

9 Symphony Housing Group combined

Lot 8: is a combination of Lots 3, 4 and 5.This Lot may be awarded to a single contractor if Value for Money is demonstrated, in which event Lots 3, 4 and 5 will not be awarded.

Lot 9: is a combination of Lots 1, 2, 3, 4, 5, 6 and 7. This Lot may be awarded to a single contractor if Value for Money is demonstrated, in which event Lots 1, 2, 3, 4, 5, 6 and 7 will not be awarded.

The appointed suppliers will be working to strict targets measured through Key Performance Indicators.

The list below illustrates performance indicators and contractual time-scales for providing valuation reports

Residential Open Market Value (OMV) / Market Rent (MR) valuation reports, based on physical inspections, to be delivered to the Association and/or our Nominated Agents within 7 (seven) working days of instruction

Residential Open Market Value (OMV) / Market Rent (MR) valuation reports, based on architects drawings and plans, to be delivered to the Association and/or our Nominated Agents within 5 (five)working days of instruction

Rent assessment reports to be delivered to the Association and/or our Nominated Agents within 5 (five) working days of instruction

To provide supporting information to the District Valuer within 5 (five) working days for any valuation appeals

Quarterly report, summarising valuations completed by address showing: date of instruction, date of inspection, date of report, property value, market rent value, to be delivered to each Association and/or our Nominated Agents within 10 (ten) working days of the end of each Quarter end (March, June, September, December).

505 000
GBP

II.2.2)

Options

Provisional timetable for recourse to these options

Number of possible renewals

In the case of renewable supplies or service contracts, estimated time frame for subsequent contracts

II.3)

Duration of the contract or limit for completion

 1-4-2015 31-3-2020

Section III: Legal, Economic, Financial and Technical Information

III.1)

Conditions Relating to the Contract

III.1.1)

Deposits and guarantees required

III.1.2)

Main Terms of financing and payment and/or reference to the relevant provisions

III.1.3)

Legal form to be taken by the grouping of suppliers, contractors or service providers to whom the contract is to be awarded

III.1.4)

Other particular conditions to which the performance of the contract is subject

III.2)

Conditions for Participation

III.2.1)

Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers


Suppliers need to be R.I.C.S. accredited http://www.rics.org/uk/

III.2.2)

Economic and financial capacity


See Memorandum of Information within tender documentation.




III.2.3)

Technical capacity





III.2.4)

Reserved contracts

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III.3)

Conditions Specific to Service Contracts

III.3.1)

Is provision of the service reserved to a specific profession?

No

III.3.2)

Will legal entities be required to state the names and professional qualifications of the personnel responsible for the execution of the service?

No

Section IV: Procedure

IV.1)

Type of Procedure


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Justification for the choice of accelerated procedure

IV.1.1)

Have candidates already been selected?

No

IV.1.2)

Limitations on the number of operators who will be invited to tender or to participate

Objective criteria for choosing the limited number of candidates

IV.1.3)

Reduction of the number of operators during the negotiation or dialogue

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IV.2)

Award Criteria

No


Yes

No

IV.2.2)

An electronic auction will be used

No

IV.3 Administrative Information

IV.3.1)

Reference number attributed to the notice by the contracting authority

SHG-P123

IV.3.2)

Previous publication(s) concerning the same contract

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Other previous publications

IV.3.3)

Conditions for obtaining specifications and additional documents

 16-12-2014

 


IV.3.4)

Time-limit for receipt of tenders or requests to participate

 23-12-2014

IV.3.5)

Date of dispatch of invitations to tender or to participate to selected candidates


IV.3.6)

Language or languages in which tenders or requests to participate can be drawn up

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IV.3.7)

Minimum time frame during which the tenderer must maintain the tender 

6 

IV.3.8)

Conditions for opening tenders





Section VI: Other Information

VI.1)

Indicate whether this procurement is a recurrent one and the Estimated timing for further notices to be published


VI.2)

Does the contract relate to a Project/Programme financed by Community Funds?

No



VI.3)

Additional Information

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

VI.4)

Procedures for appeal

VI.4.1)

Body responsible for appeal procedures


Symphony Housing Group

Quay Plaza 2, 1st Floor — Lowry Mall,Salford Quays

Salford

M50 3AH

UK

stephen.everitt@symphonyhousing.org.uk



Body responsible for mediation procedures










VI.4.2)

Lodging of appeals

VI.4.3)

Service from which information about the lodging of appeals may be obtained










VI.5)

Dispatch date of this Notice

 04-11-2014

ANNEX B

Information About Lots

1     Cobalt Housing

1)

Short Description

Property and Land valuation services for Cobalt Housing.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

Combined OMV and MR report (from plan)

MR report (existing property)

MR report (from plan)

OMV report (existing property)

OMV report (from plan)

OMV adjusted to Jan. 1999 prices (Social Rent setting)

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed.


 65 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

2     Liverpool Housing Trust and Beechwood Ballantyne Community Housing Association

1)

Short Description

Property and land valuation service.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties(in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

Combined OMV and MR report (from plan)

MR report (existing property)

MR report (from plan)

OMV report (existing property)

OMV report (from plan)

OMV adjusted to Jan. 1999 prices (Social Rent setting)

Commercial

Commercial lease valuations (shop and workshop units)

Commercial lease rent reviews

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed


 125 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

3     Contour Homes

1)

Short Description

Property and Land valuation services.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

MR report (existing property)

OMV report (existing property)

Scale floor plans for flats and apartments

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed.


 161 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

4     Peak Valley Homes

1)

Short Description

Property valuation services.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

MR report (existing property)

OMV report (existing property)

Scale floor plans for flats and apartments

Summary

Quarterly summary of valuations completed.


 17 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

5     Hyndburn Homes and Ribble Valley Homes

1)

Short Description

Property valuation services.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

MR report (existing property)

OMV report (existing property)

Scale floor plans for flats and apartments

Summary

Quarterly summary of valuations completed.


 27 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

6     Symphony Housing Group (Development team) West and Atrium

1)

Short Description

Property and Land valuation services.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Combined OMV and MR report (existing property)

Combined OMV and MR report (from plan)

OMV report (existing property)

OMV report (from plan)

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed.


 94 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

7     Symphony Housing Group (Development team) East

1)

Short Description

Property and Land valuation services.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Combined OMV and MR report (existing property)

Combined OMV and MR report (from plan)

OMV report (existing property)

OMV report (from plan)

Commercial

Commercial lease valuations (shop and workshop units)

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed.


 16 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

8     Contour Homes, Hyndburn Homes, Peak Valley Homes and Ribble Valley Homes

1)

Short Description

Property and Land valuation services

Lot 8 is a combination of Lots 3, 4 and 5.This Lot may be awarded to a single contractor if Value for Money is demonstrated, in which event Lots 3, 4 and 5 will not be awarded.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

MR report (existing property)

MR report (from plan)

OMV report (existing property)

OMV report (from plan)

Scale floor plans for flats and apartments

Summary

Quarterly summary of valuations completed.


 205 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots

In seeking to demonstrate Value for Money, the Contracting Authority reserves the right not to award any contract pursuant to this procurement exercise and/or to abandon this procurement exercise or any part of this procurement exercise at any time and/or to award a contract for part of the services at its sole discretion. This shall include the right to abandon one or more of the Lots forming part of this procurement exercise at any time. The Contracting Authority shall have no liability whatsoever to any applicant or tenderer as a result of its exercise of that discretion. For the avoidance of doubt, all costs incurred by any applicant and/or tenderer before signature of any contract with a Contracting Authority shall be incurred entirely at that applicant/tenderers risk.

ANNEX B

Information About Lots

9     Symphony Housing Group Combined

1)

Short Description

Property and Land valuation services

Lot 9: is a combination of Lots 1, 2, 3, 4, 5, 6 and 7. This Lot may be awarded to a single contractor if Value for Money is demonstrated, in which event Lots 1, 2, 3, 4, 5, 6 and 7 will not be awarded.

2)

Common Procurement Vocabulary (CPV)

70000000
70300000
70120000

3)

Quantity or scope

Residential

Right to Buy and Right to Acquire Valuations

Title Plan services to check and highlight boundaries of properties (in association with RTB/RTA valuation)

Combined OMV and MR report (existing property)

Combined OMV and MR report (from plan)

MR report (existing property)

MR report (from plan)

OMV report (existing property)

OMV report (from plan)

OMV adjusted to Jan. 1999 prices (Social Rent setting)

Scale floor plans for flats and apartments

Commercial

Commercial lease valuations (shop and workshop units)

Commercial lease rent reviews

Land

Ad-hoc land valuation reports

Land valuation reports

Summary

Quarterly summary of valuations completed.


 505 000  GBP.

4)

Indication about different contract dates

5)

Additional Information about lots


Coding

Commodity categories

ID Title Parent category
70120000 Buying and selling of real estate Real estate services with own property
70300000 Real estate agency services on a fee or contract basis Real estate services
70000000 Real estate services Construction and Real Estate
70123100 Sale of residential real estate Sale of real estate

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
celkington@cobalthousing.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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