The Wheatley Housing Group Ltd

25 Cochrane Street

Glasgow

G1 1HL

UK

Telephone: +44 8004797979

E-mail: Janice.Russell@wheatley-group.com

NUTS: UKM82

Internet address(es)

Main address: http://www.wheatley-group.com

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10306

II.1.1) Title

Reference number: RGN001-363

II.1.2) Main CPV code

45211000

II.1.3) Type of contract

Works

II.1.4) Short description

The Wheatley Group intends to establish a Framework Agreement for the provision of Housing Construction and Associated Works. The framework will be divided into 2 lots covering:

— Lot 1 — up to 30 Units, and

— Lot 2 — 31 Units and Above.

This Framework Agreement will be used by WHG companies as defined in the Framework Agreement for housing construction and associated works terms and conditions.

The framework will be for a period of 36 months with the option to extend for a further 12 months at the sole discretion of the Wheatley Group.

II.1.5) Estimated total value

Value excluding VAT: 400 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

Lot No: 1

Lot No: 2

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:

In respect of Lot 1 — up to 30 units and Lot 2 — 31 Units and Above:

Professional Membership.

Tenderers must be a member of the Chartered Institute of Building.

It is a mandatory requirement for Tenderers to hold the above membership.

III.1.2) Economic and financial standing

List and brief description of selection criteria:

Finance

In respect of Lot 1 — up to 30 units:

Tenderers must hold:

A current Equifax (or equal) financial report score of D or better; and

A minimum Annual Turnover of 15 000 000 GBP for the previous 3 financial years 2015, 2016 and 2017 (in GBP Sterling).

The Wheatley Group will utilise Equifax to assist in its determination of the organisations financial status and risk. It is recommended that Tenderers review their own Equifax Score in advance of submitting their Tender submission. If, following this review, Tenderers consider that the Equifax Score does not reflect their current financial status, the Tenderer should attach a document to their tender submission, clearly referenced, giving a detailed explanation, together with any relevant supporting independent evidence. The Wheatley Group will review any such information as part of the evaluation of Tenderers financial status. Where the Tenderer is under no obligation to publish accounts and therefore does not have a Equifax or equivalent rating, they must provide their audited financial accounts for the previous 2 years as part of their Tender Submission in order that the Wheatley Group may assess these to determine the suitability of the Tenderer to undertake a contract or contracts of this size.

Where a consortium bid is received, the Equifax Score of each consortium member shall be assessed. Where the Tenderer is a subsidiary of a group but is applying as a separate legal entity and fails to meet the minimum financial turnover requirements or minimum Equifax (or equivalent) as a company, in order to progress to the next stage of the evaluation they must provide as part of their tender submission, written confirmation from an authorised signatory of the parent company, that a parent company guarantee will be provided within 2 weeks of request. The parent company must meet the minimum financial requirements as assessed by the Wheatley Group.

Tenderers(s), if requested, will also be required to provide 2 years audited accounts, or equivalent prior to the award of framework.

Where a Tenderer is found not to hold the minimum requirements indicated, the Wheatley Group will exclude the Tenderer from the competition.

In respect of Lot 2 — 31 Units and Above:

A current Equifax (or equal) financial report score of D or better; and

A minimum Annual Turnover of 30 000 000 GBP for the previous 3 financial years 2015, 2016 and 2017 (in GBP Sterling).

Where a consortium bid is received, the Equifax Score of each consortium member shall be assessed. Where the Tenderer is a subsidiary of a group but is applying as a separate legal entity and fails to meet the minimum financial turnover requirements or minimum Equifax (or equivalent) as a company, in order to progress to the next stage of the evaluation they must provide as part of their tender submission, written confirmation from an authorised signatory of the parent company, that a parent company guarantee will be provided within 2 weeks of request. The parent company must meet the minimum financial requirements as assessed by the Wheatley Group.

Tenderers(s), if requested, will also be required to provide 2 years audited accounts, or equivalent prior to the award of framework.

Where a Tenderer is found not to hold the minimum requirements indicated, the Wheatley Group will exclude the Tenderer from the competition.

Minimum level(s) of standards required:

Insurance

In respect of both Lot 1 — up to 30 Units and Lot 2 — 31 Units and above

Tenderers must have:

The under-noted insurance provision in place or provide confirmation that in the event of success in the tender process, the under-noted insurance provision will be put in place:

— Employers Liability to a minimum indemnity of 5 000 000 GBP

— Public Liability to a minimum indemnity of 5 000 000 GBP

— Contractor’s All Risk Insurance to a minimum indemnity based on a +125 % of contract value

— Professional Indemnity insurance to a minimum indemnity of 10 000 000 GBP

Statutory third party motor vehicle insurance for any company cars being used (Note: if the contractor permits employees to use their own vehicles in the fulfilment of the contract then we will require a letter from the contractor confirming that the contractor has put in place, and continues to implement on an on-going basis, arrangements to ensure that their employees are appropriately and adequately insured to drive their vehicles on the business of the company).

Should the Tenderer not have the specified insurances at the time of tendering then, the Tenderer must certify in their response that the specified insurance will be obtained.

Where a Tenderer does not hold or commit to obtaining the types and levels of insurance indicated, the Wheatley Group will exclude the Tender from the competition.

III.1.3) Technical and professional ability

List and brief description of selection criteria:

— experience and track record,

— capacity to undertake works to be delivered under the Framework Agreement,

— health and safety,

— environmental,

— complaints procedure and escalation,

— quality policies and systems/practices,

— equal opportunities,

— living wage.

Please note:

In relation to the above criteria, and minimum levels as set out below, all certificates must be relevant, in date and in scope for the works applied and will be requested when the final preferred tendering contractors have been identified, for both lots, during the evaluation process.

Minimum level(s) of standards required:

Lot 1 — up to 30 Units

Experience and track record:

The organisation must have worked on at least 3 similar size (up to 30 Units), housing construction projects completed within the last 5 years and;

Have worked as a Project Manager on at least three housing construction projects utilising the SBCC Design and Build and SBCC with Quants Contracts, completed within the last 5 years.

Capacity to undertake the works to be delivered under the Framework Agreement:

The organisation must have the ability to service the Contracts to be delivered under the framework and must have the appropriate resources by discipline; plant and machinery available to fulfil the Wheatley Group’s requirements for this Lot 1 for which they are tendering for.

Lot 2 — 31 Units and Above

Experience and track record:

The organisation must have worked on at least 5 similar size (31 Units and above), housing construction projects completed within the last 3 years and;

Have worked as a project manager on at least 5 housing construction projects utilising the SBCC Design and Build and SBCC with Quants Contracts, completed within the last 3 years.

Capacity to undertake the works to be delivered under the Framework Agreement:

The organisation must have the ability to service the Contracts to be delivered under the framework and must have the appropriate resources by discipline; plant and machinery available to fulfil the Wheatley Group’s requirements for this Lot 2 for which they are tendering for.

Health and safety policies and practices — both Lots 1 and 2

Tenderers must:

Hold a UKAS (or equivalent), accredited independent third party certificate of compliance in accordance with BS OHSAS 18001/45001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a scheme which a registered member of the Safety Schemes in Procurement (SSIP) forum;

and

Have a current health and safety policy statement endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the work and set out responsibilities for H&S management at all levels within the organisation. The policy must be relevant to the nature and scale of your operations and set out your company’s responsibilities of health and safety management and compliance with legislation.

Additionally The Tenderer must have in place:

Arrangements to comply with CDM 2015 Regulations.

Arrangements to document and provide relevant construction phase plans.

Arrangements to document and provide relevant risk assessments/method statements.

Arrangement to document and provide relevant information, instruction and training

Arrangements for the recording and investigation of accidents and incidents

Arrangements to document and provide management of temporary works

Arrangements to document and provide contractor vetting procedures where sub-contracting of works is permitted.

Arrangements for the inspection and maintenance of Work Equipment.

Environmental — Lot 1 up to 30 Units

Organisation must be:

ISO 14001 Accredited or

Have a current Environmental Policy signed and dated.

Environmental — Lot 2 — 31 Units and Above

Organisation must be:

ISO 14001 Accredited and

Have a current Environmental Policy signed and dated.

Complaints procedure and escalation — Both Lots 1 and 2

Organisation must have an appropriate complaints procedure with a dedicated Account Manager and escalation points system in place.

Quality policies and systems/practices Lot 1 — UP to 30 Units

Organisation must be:

ISO 9001 Accredited; or

Have a current equivalent Quality Policy signed and dated.

Quality policies and systems/practices Lot 2 — 31 Units and Above

Organisation must be:

ISO 9001 Accredited; and

Have a current equivalent quality policy signed and dated.

Equal opportunities both Lots 1 and 2:

Organisation’s must comply with relevant statutory obligations in regards to being an equal opportunities employer.

Living wage both Lots 1 and 2:

Organisation must adhere to the Living Wage.

III.2.2) Contract performance conditions

In respect of Lot 1 — up to 30 Units and Lot 2 — 31 Units and Above:

Tenderers must:

Complete the ESPDS; and

Accept the terms and conditions of the ITT and the terms and conditions of the Framework Agreement.

IV.1.1) Type of procedure

Open procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement with several operators.

Envisaged maximum number of participants to the framework agreement: 11

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

The procurement is covered by the Government Procurement Agreement: Yes

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

Date: 07/12/2018

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: 6 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 07/12/2018

Local time: 12:30

Place:

Wheatley House

VI.4.1) Review body