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Contract Notice

Strategic Estates Partnership (SEP).

  • First published: 11 November 2017
  • Last modified: 11 November 2017
  • Version: N/A
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Contents

Summary

OCID:
Published by:
NHS South Devon and Torbay CCG
Authority ID:
AA23449
Publication date:
11 November 2017
Deadline date:
18 December 2017
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Torbay and South Devon NHS FT is seeking to select a private sector partner (PSP) to establish a Strategic Estates Partnership (SEP) joint venture with the Trust. Objective of the SEP is to make best use of the Trust's and potentially partners' large and diverse portfolio of property assets, some of which have been identified as surplus to requirements, which may be developed and or disposed of and any surplus reinvested in the partnership. The PSP may wish to explore the opportunities with the Trust's existing limited commercial company SDH Developments Ltd.

SEP key Objectives:

— Provision of commercial skills, expertise and capability to maximise value from the Trust's and other partners' (GPs and voluntary sector) estate.

— Securing finance for investment in infrastructure and new and existing buildings

— Delivery vehicle for the building, development and/or reconfiguration of existing and new facilities including but not limited to, community health and well-being centres, local housing development, care homes, community clinical hubs, new Hospital buildings and reduction in backlog maintenance.

— Property management expertise to include acquisition, marketing, disposal and rationalising leasehold

— Delivering cost effective partnership options to support affordable rental models for new facilities. Specifically to enable the shift from a general practice ownership model to a secure rental model as required.

— Creative use of the Trust's existing assets and services to generate best value for the public purse and a commercial return/income stream for the Trust and partners.

— Creation of a vibrant, appropriate, welcoming environment across all buildings and facilities.

Interested parties are expected to have broad sector experience of strategic estates development and be able to demonstrate examples of innovative and imaginative solutions across a diverse property portfolio including management of specialist supply-chains and arrangement of private financing and delivery of best value to the public purse within a partnership framework.

The scope of the SEP includes the planning and preparation of business cases for the investment and delivery of schemes, initiatives and activities relating to the clinical and non-clinical areas of the estate and related services.

This may include the development, design, financing, build and in exceptional cases where best value is proved the maintenance and operation. In addition the SEP may be asked to develop business cases which enhance the efficiency and effectiveness of Trust support functions.

A number of potential schemes have been identified(not an exhaustive list). These schemes may require additional ‘enabling’ schemes or activities.

Short/Medium term:

Development of community Health and Wellbeing Centres and new general practice accommodation within Torbay and South Devon — Commercial development of land and assets in the community owned by the Trust and possibly GPs but no longer required.

Asset disposal — Solutions to existing challenges and risks i.e. park and ride, backlog maintenance, staff accommodation etc. — New/updated theatre accommodation and plant on the Hospital site — New/updated Emergency Department accommodation on the hospital site — Private patient treatment unit/elective care centre

Medium/Long term;

New/updated inpatient ward facilities — Estate efficiency and utilisation — Commercial development of land and assets on the Hospital site owned by the Trust but no longer required.

Over the term of the SEP, the PSP and Trust with community partners will actively work to develop business cases which contribute to the Partnership's aims and objectives, are within the Partnership's guiding principles and compliant with any procurement regulations existing at the time. The SEP will be required to demonstrate value for money for all schemes and the PSP may

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Torbay and South Devon NHS Foundation Trust

1234

Acute Trusts, South west region

Torquay

UK

Contact person: Sue Fankhauser

Telephone: +44 1803653391

E-mail: sue.fankhauser@nhs.net

NUTS: UKK42

Internet address(es)

Main address: https://www.torbayandsouthdevon.nhs.uk/

Address of the buyer profile: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/45644

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=21953&B=NHSSW


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=21953&B=NHSSW


Tenders or requests to participate must be sent to the abovementioned address


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Health

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Strategic Estates Partnership (SEP).

Reference number: TSDFT/E/09/17

II.1.2) Main CPV code

71000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Torbay and South Devon NHS FT is seeking an innovative private sector partner (PSP) to establish a Strategic Estates Partnership (SEP) joint venture with the Trust. Aim of the SEP is to deliver physical facilities in support of the new model of care in the local health community. Physical facilities include Health, Social Care, General Practice, Voluntary Sector and possibly housing. The PSP will be required to provide strategic planning and advice on best use of Trust and local health community infrastructure and assets, and to design, finance and build projects to enhance the environment and deliver the new integrated model of care. Where best value to the Trust can be proved, the Trust will be open to consideration of schemes to maintain and operate such. The Trust is looking for affordable revenue rental models to support the co-location of shared services and through the imaginative use of Trust assets a return to the Trust which can be reinvested back in to core NHS services.

II.1.5) Estimated total value

Value excluding VAT: 100 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

45453100

50400000

50700000

55520000

63712400

66000000

70000000

70110000

70320000

70330000

70331000

70332000

70332100

70332200

71247000

71314200

71315210

71315300

71315400

71324000

71410000

71500000

71510000

71520000

71530000

71541000

72253000

75100000

75112000

75122000

77314000

79000000

79410000

79418000

79419000

79710000

79992000

79993000

79996000

90500000

90524000

90712000

90713000

90911200

98311100

98341120

II.2.3) Place of performance

NUTS code:

UKK42


Main site or place of performance:

Torbay and South Devon.

II.2.4) Description of the procurement

Torbay and South Devon NHS FT is seeking to select a private sector partner (PSP) to establish a Strategic Estates Partnership (SEP) joint venture with the Trust. Objective of the SEP is to make best use of the Trust's and potentially partners' large and diverse portfolio of property assets, some of which have been identified as surplus to requirements, which may be developed and or disposed of and any surplus reinvested in the partnership. The PSP may wish to explore the opportunities with the Trust's existing limited commercial company SDH Developments Ltd.

SEP key Objectives:

— Provision of commercial skills, expertise and capability to maximise value from the Trust's and other partners' (GPs and voluntary sector) estate.

— Securing finance for investment in infrastructure and new and existing buildings

— Delivery vehicle for the building, development and/or reconfiguration of existing and new facilities including but not limited to, community health and well-being centres, local housing development, care homes, community clinical hubs, new Hospital buildings and reduction in backlog maintenance.

— Property management expertise to include acquisition, marketing, disposal and rationalising leasehold

— Delivering cost effective partnership options to support affordable rental models for new facilities. Specifically to enable the shift from a general practice ownership model to a secure rental model as required.

— Creative use of the Trust's existing assets and services to generate best value for the public purse and a commercial return/income stream for the Trust and partners.

— Creation of a vibrant, appropriate, welcoming environment across all buildings and facilities.

Interested parties are expected to have broad sector experience of strategic estates development and be able to demonstrate examples of innovative and imaginative solutions across a diverse property portfolio including management of specialist supply-chains and arrangement of private financing and delivery of best value to the public purse within a partnership framework.

The scope of the SEP includes the planning and preparation of business cases for the investment and delivery of schemes, initiatives and activities relating to the clinical and non-clinical areas of the estate and related services.

This may include the development, design, financing, build and in exceptional cases where best value is proved the maintenance and operation. In addition the SEP may be asked to develop business cases which enhance the efficiency and effectiveness of Trust support functions.

A number of potential schemes have been identified(not an exhaustive list). These schemes may require additional ‘enabling’ schemes or activities.

Short/Medium term:

Development of community Health and Wellbeing Centres and new general practice accommodation within Torbay and South Devon — Commercial development of land and assets in the community owned by the Trust and possibly GPs but no longer required.

Asset disposal — Solutions to existing challenges and risks i.e. park and ride, backlog maintenance, staff accommodation etc. — New/updated theatre accommodation and plant on the Hospital site — New/updated Emergency Department accommodation on the hospital site — Private patient treatment unit/elective care centre

Medium/Long term;

New/updated inpatient ward facilities — Estate efficiency and utilisation — Commercial development of land and assets on the Hospital site owned by the Trust but no longer required.

Over the term of the SEP, the PSP and Trust with community partners will actively work to develop business cases which contribute to the Partnership's aims and objectives, are within the Partnership's guiding principles and compliant with any procurement regulations existing at the time. The SEP will be required to demonstrate value for money for all schemes and the PSP may be required to market test and/or procure the building, maintenance and operational elements of the schemes where these elements are included within this project scope.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 100 000 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start: 31/07/2018

End: 30/07/2043

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 3

Objective criteria for choosing the limited number of candidates:

Minimum number to ensure competition, maximum number is an estimate.

II.2.10) Information about variants

Variants will be accepted: Yes

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

Duration of contract is up to 25 years subject to competitive dialogue and contract.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

See Pre-Qualification Questionnaire.

III.1.2) Economic and financial standing

List and brief description of selection criteria:

Selection criteria as stated in the Procurement documents.


Minimum level(s) of standards required:

Selection criteria as stated in the Procurement documents.

III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Competitive dialogue

IV.1.4) Information about reduction of the number of solutions or tenders during negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 18/12/2017

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.4) Procedures for review

VI.4.1) Review body

Torbay and South Devon NHS Foundation Trust

Lawes Bridge

Torquay

TQ2 7AA

UK

Internet address(es)

URL: https://www.torbayandsouthdevon.nhs.uk/

VI.4.2) Body responsible for mediation procedures

Torbay and South Devon NHS Foundation Trust

Torquay

UK

Internet address(es)

URL: https://www.torbayandsouthdevon.nhs.uk/

VI.4.4) Service from which information about the review procedure may be obtained

Torbay and South Devon NHS Foundation Trust

Torquay

UK

Internet address(es)

URL: https://www.torbayandsouthdevon.nhs.uk/

VI.5) Date of dispatch of this notice

09/11/2017

Coding

Commodity categories

ID Title Parent category
75100000 Administration services Administration, defence and social security services
75122000 Administrative healthcare services Administrative services of agencies
75112000 Administrative services for business operations General public services
71000000 Architectural, construction, engineering and inspection services Construction and Real Estate
79993000 Building and facilities management services Miscellaneous business-related services
71315210 Building services consultancy services Building services
71315300 Building surveying services Building services
90911200 Building-cleaning services Accommodation, building and window cleaning services
71315400 Building-inspection services Building services
79410000 Business and management consultancy services Business and management consultancy and related services
79996000 Business organisation services Miscellaneous business-related services
79000000 Business services: law, marketing, consulting, recruitment, printing and security Other Services
55520000 Catering services Canteen and catering services
70332200 Commercial property management services Non-residential property services
71530000 Construction consultancy services Construction-related services
71541000 Construction project management services Construction management services
71520000 Construction supervision services Construction-related services
71500000 Construction-related services Architectural, construction, engineering and inspection services
70110000 Development services of real estate Real estate services with own property
71314200 Energy-management services Energy and related services
90713000 Environmental issues consultancy services Environmental management
90712000 Environmental planning Environmental management
79419000 Evaluation consultancy services Business and management consultancy services
66000000 Financial and insurance services Finance and Related Services
77314000 Grounds maintenance services Planting and maintenance services of green areas
72253000 Helpdesk and support services System and support services
70332100 Land management services Non-residential property services
70320000 Land rental or sale services Real estate agency services on a fee or contract basis
98311100 Laundry-management services Laundry-collection services
90524000 Medical waste services Radioactive-, toxic-, medical- and hazardous waste services
70332000 Non-residential property services Property management services of real estate on a fee or contract basis
63712400 Parking services Support services for road transport
98341120 Portering services Accommodation services
79418000 Procurement consultancy services Business and management consultancy services
70330000 Property management services of real estate on a fee or contract basis Real estate agency services on a fee or contract basis
71324000 Quantity surveying services Engineering design services
70000000 Real estate services Construction and Real Estate
79992000 Reception services Miscellaneous business-related services
45453100 Refurbishment work Overhaul and refurbishment work
90500000 Refuse and waste related services Sewage, refuse, cleaning and environmental services
50700000 Repair and maintenance services of building installations Repair and maintenance services
50400000 Repair and maintenance services of medical and precision equipment Repair and maintenance services
70331000 Residential property services Property management services of real estate on a fee or contract basis
79710000 Security services Investigation and security services
71510000 Site-investigation services Construction-related services
71247000 Supervision of building work Architectural, engineering and planning services
71410000 Urban planning services Urban planning and landscape architectural services

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:
sue.fankhauser@nhs.net
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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