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UK-Belfast: various services

Request For Proposals

UK-Belfast: various services

2240 - Contract notice

General Information

Country:    United Kingdom
Deadline for Responses:   Jun 21, 2004
Regulation of Procurement:   European Union, with participation of GPA countries
EU Official Journal Publication:   #76252-2004 in 94/ issue
Publication Date:   May 13, 2004
Awarding Authority:   BELFAST EDUCATION AND LIBRARY BOARD, BELFAST
Contract Nature:   Service contract
Procedure Type:   Negotiated procedure
Type of Bid Required:   Global tender
Awarding Criteria:   Not applicable
Original Language(s):   English
Abstract:   Title attributed to the contract by the contracting authority: Education and Library Board Strategic Partnership. The aim of the project is to establish a strategic partnering contract through which the Authority and the preferred private sector contractor will service, manage and modernise the entire estate controlled by the Authority. The aim is to create environments where the teaching and learning experience is positive and progressive and make a significant contribution to the promotion of community access and involvement and the delivery of life-long learning for all of the people of Belfast. The estate controlled currently by the Authority consists of 17 nursery schools, 45 primary schools, 10 post primary schools, 11 special schools, 37 youth clubs, 21 libraries, 2 teacher resource centres, 2 outdoor education centres and headquarters facilities. It is envisaged that this will be achieved through a series of long-term arrangements awarded during the partnering contract period using a Design, Build, Finance, Operate and Maintain (DBFOM) approach and/or a Design, Build, Operate and Maintain (DBOM) approach. The first tranche of services and works is to be awarded on an exclusive basis to the preferred private sector contractor and this tranche may include ten schemes to be delivered using the DBFOM approach and one scheme to be delivered using the DBOM approach. Additional information on the first tranche of services and works will be set out in the Project Information Memorandum. It is envisaged, but not guaranteed, that subsequent tranches of services and works will be rolled out (subject to benchmarking and regular market testing of the supply chain) over the partnering contract period on a non-exclusive basis to the preferred private sector contractor and will cover potentially the remainder of the estate controlled by the Authority. The services and works procured under the DBFOM and DBOM models may include: demolition and/or refurbishment of existing buildings, design and construction of new accommodation, the provision of sports facilities, community facilities and recreational areas, buildings and grounds maintenance. They may also include the supply and maintenance of furniture and equipment, and the provision of a range of facilities management services such as caretaking, waste management, security, energy management, cleaning and catering. In addition, the preferred private sector contractor may take responsibility for the management, planning and delivery of estates maintenance services such as buildings maintenance, grounds maintenance, waste management, energy management, and security to the controlled estate for an initial period of up to seven years (subject to the expiry of existing arrangements) with an option to extend the service period for up to a further three years (the Estates Management Contract). This may include the provision of some or all of these services to the maintained estate (subject to the statutory responsibilities of the Authority). There are approximately 80 schools in the maintained estate. The Estates Management Contract is likely to be structured as a call off arrangement in terms of time and materials and as part of this arrangement, the preferred private sector contractor may also be required to provide ancillary services to the controlled estate. Again, this may include the provision of some or all of these ancillary services to the maintained estate (subject to the statutory responsibilities of the Authority). The Authority reserves the right not to award any contract, or to award some or all of the strategic partnering, DBFOM, DBOM and Estates Management Contracts. Building and facilities management services. School furniture. Electricity, gas, steam, hot water and other sources of energy. Construction work. Demolition, site preparation and clearance work. Building construction work. Construction work for sports facilities. Construction work for school buildings. Installation of cable infrastructure. Refurbishment work. Repair and maintenance of building installations. School catering services. Non-life insurance services. Real estate services. Management related services. Architectural, engineering construction and related technical consultancy services. Energy and related services. Building services. Security services. Building cleaning services. Speciality design services. Reception services. Building and facilities management services. Planting and maintenance services of green areas. Sports field maintenance services. Education services. Refuse services. Library services. Accommodation services. Caretaker services. CPV: 74873000, 36150000, 40000000, 45000000, 45111000, 45212200, 45214200, 45314300, 45453100, 50700000, 55524000, 66330000, 70000000, 74142000, 74200000, 74231400, 74231500, 74610000, 74731000, 74840000, 74872000, 77310000, 77320000, 80000000, 90121000, 92511000, 93410000, 93411400.

Goods, Works and Services
Commodities:  

Summary
CONTRACT NOTICE
Services
This contract is covered by the Government Procurement Agreement (GPA):
Yes.
SECTION I: CONTRACTING AUTHORITY
I.1) Official name and address of the contracting authority: Belfast
Education and Library Board, Att: Mr. Stephen Boyle, PPP Project Manager,
40 Academy Street, UK-Belfast BT1 2NQ. Tel.: 00 44(0)2890 564161. Fax: 00
44(0)2890 331715. E-mail: stephenb@belb.co.uk. URL: www.belb.org.uk.
I.2) Address from which further information can be obtained: As in I.1.
I.3) Address from which documentation may be obtained: As in I.1.
I.4) Address to which tenders/requests to participate must be sent: As
in I.1.
I.5) Type of contracting authority: Regional/local level.
SECTION II: OBJECT OF THE CONTRACT
II.1) Description
II.1.4) Framework agreement: No.
II.1.5) Title attributed to the contract by the contracting authority:
Education and Library Board Strategic Partnership.
II.1.6) Description/object of the contract: The aim of the project is to
establish a strategic partnering contract through which the Authority and
the preferred private sector contractor will service, manage and
modernise the entire estate controlled by the Authority. The aim is to
create environments where the teaching and learning experience is
positive and progressive and make a significant contribution to the
promotion of community access and involvement and the delivery of
life-long learning for all of the people of Belfast. The estate
controlled currently by the Authority consists of 17 nursery schools, 45
primary schools, 10 post primary schools, 11 special schools, 37 youth
clubs, 21 libraries, 2 teacher resource centres, 2 outdoor education
centres and headquarters facilities. It is envisaged that this will be
achieved through a series of long-term arrangements awarded during the
partnering contract period using a Design, Build, Finance, Operate and
Maintain (DBFOM) approach and/or a Design, Build, Operate and Maintain
(DBOM) approach.
The first tranche of services and works is to be awarded on an exclusive
basis to the preferred private sector contractor and this tranche may
include ten schemes to be delivered using the DBFOM approach and one
scheme to be delivered using the DBOM approach. Additional information on
the first tranche of services and works will be set out in the Project
Information Memorandum. It is envisaged, but not guaranteed, that
subsequent tranches of services and works will be rolled out (subject to
benchmarking and regular market testing of the supply chain) over the
partnering contract period on a non-exclusive basis to the preferred
private sector contractor and will cover potentially the remainder of the
estate controlled by the Authority.
The services and works procured under the DBFOM and DBOM models may
include: demolition and/or refurbishment of existing buildings, design
and construction of new accommodation, the provision of sports
facilities, community facilities and recreational areas, buildings and
grounds maintenance. They may also include the supply and maintenance of
furniture and equipment, and the provision of a range of facilities
management services such as caretaking, waste management, security,
energy management, cleaning and catering.
In addition, the preferred private sector contractor may take
responsibility for the management, planning and delivery of estates
maintenance services such as buildings maintenance, grounds maintenance,
waste management, energy management, and security to the controlled
estate for an initial period of up to seven years (subject to the expiry
of existing arrangements) with an option to extend the service period for
up to a further three years (the Estates Management Contract). This may
include the provision of some or all of these services to the maintained
estate (subject to the statutory responsibilities of the Authority).
There are approximately 80 schools in the maintained estate.
The Estates Management Contract is likely to be structured as a call off
arrangement in terms of time and materials and as part of this
arrangement, the preferred private sector contractor may also be required
to provide ancillary services to the controlled estate. Again, this may
include the provision of some or all of these ancillary services to the
maintained estate (subject to the statutory responsibilities of the
Authority).
The Authority reserves the right not to award any contract, or to award
some or all of the strategic partnering, DBFOM, DBOM and Estates
Management Contracts.
Building and facilities management services.
School furniture.
Electricity, gas, steam, hot water and other sources of energy.
Construction work.
Demolition, site preparation and clearance work.
Building construction work.
Construction work for sports facilities.
Construction work for school buildings.
Installation of cable infrastructure.
Refurbishment work.
Repair and maintenance of building installations.
School catering services.
Non-life insurance services.
Real estate services.
Management related services.
Architectural, engineering construction and related technical consultancy
services.
Energy and related services.
Building services.
Security services.
Building cleaning services.
Speciality design services.
Reception services.
Building and facilities management services.
Planting and maintenance services of green areas.
Sports field maintenance services.
Education services.
Refuse services.
Library services.
Accommodation services.
Caretaker services.
II.1.7) Site or location of works, place of delivery or performance: All
facilities controlled and/or maintained by the Belfast Education and
Library Board in Northern Ireland.
II.1.8) Nomenclature
II.1.8.1) Common Procurement Vocabulary (CPV): 74873000, 36150000,
40000000, 45000000, 45111000, 45212200, 45214200, 45314300, 45453100,
50700000, 55524000, 66330000, 70000000, 74142000, 74200000, 74231400,
74231500, 74610000, 74731000, 74840000, 74872000, 77310000, 77320000,
80000000, 90121000, 92511000, 93410000, 93411400.
II.1.8.2) Other relevant nomenclature (CPA/NACE/CPC): CPC 12:
Architectural Services.
CPC 14: Building, Cleaning Services and Property Management Services.
CPC 17: Hotel and Restaurant Services.
CPC 27: Other Services.
II.1.9) Division into lots: No.
II.1.10) Will variants be accepted: Yes.
II.2) Quantity or scope of the contract
II.2.1) Total quantity or scope: The estimated capital value of the
schemes within the first tranche of work (including professional fees but
excluding value added tax) is in the region of 125 000 000 GBP in
aggregate.
The potential estimated capital value of the possible schemes within any
subsequent tranches of work over the remainder of the partnering contract
period (including professional fees but excluding value added tax) may
amount to a maximum of 500 000 000 GBP in aggregate.
The estimated annual value of the estates maintenance services to be
delivered under the Estates Management Contract is in the region of 19
000 000 GBP in aggregate. This total amount consists of 4 000 000 GBP in
relation to minor works, 11 000 000 GBP in relation to planned
maintenance, and 4 000 000 GBP in relation to reactive maintenance.
The estimated annual value of the ancillary services that may be
delivered under the Estates Management Contract is in the region of 16
000 000 GBP in aggregate.
II.2.2) Options. Description and time when they may be exercised: This
will be addressed in the contract documentation if applicable.
II.3) Duration of the contract or time limit for completion: Starting:
16.12.2005.
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) Conditions relating to the contract
III.1.1) Deposits and guarantees required: The Authority reserves the
right to require deposits, guarantees, bonds or other forms of
appropriate financial security. Any such requirements will be detailed in
the Invitation to Negotiate.
III.1.2) Main terms of financing and payment and/or reference to the
relevant provisions: The DBFOM arrangements will be financed by third
parties on a limited recourse basis and the payments made by the
Authority will be based on a performance related unitary charge. The DBOM
arrangements will be financed by the public sector and again the payments
made by the Authority will be linked to performance. Further details will
be provided in the Invitation to Negotiate.
III.1.3) Legal form to be taken by the grouping of suppliers,
contractors or service providers to whom the contract is awarded: The
Authority is seeking a private sector contractor that will take
responsibility for the project as a whole and where necessary manage a
supply chain of subcontractors and service providers. No special legal
form is prescribed, but the Authority reserves the right to require one
organisation to have primary contractual liability for the project and/or
to require that one or more organisations undertake joint and several
liability.
III.2) Conditions for participation
III.2.1) Information concerning the personal situation of the
contractor, supplier or service provider and information and formalities
necessary for the evaluation of the minimum economic, financial and
technical capacity required: The information required by the Authority
concerning the personal position of the private sector contractor and its
economic, financial and technical capacity is as set out in the
Prequalification Questionnaire, which will be available along with the
Project Information Memorandum from the address in I.1 from Friday
14.5.2004.
III.2.1.1) Legal position - means of proof required: As set out in the
prequalification questionnaire available from the address in I.1.
III.2.1.2) Economic and financial capacity - means of proof required: As
set out in the prequalification questionnaire available from the address
in I.1.
III.2.1.3) Technical capacity - means of proof required: As set out in
the prequalification questionnaire available from the address in I.1.
III.3) Conditions specific to services contracts
III.3.1) Provision of the service is reserved to a specific profession:
No.
III.3.2) Legal entities required to state the names and professional
qualifications of the personnel responsible for execution of the
contract: Yes.
SECTION IV: PROCEDURE
IV.1) Type of procedure: Negotiated.
IV.1.1) Candidates already selected: No.
IV.1.2) Justification for the choice of accelerated procedure: Not
applicable.
IV.1.4) Envisaged number of suppliers which will be invited to tender:
Number: 3.
IV.2) Award criteria: The most economically advantageous tender in terms
of:
Criteria as stated in contract documents.
IV.3) Administrative information
IV.3.1) Reference number attributed to the file by the contracting
authority: 3600.
IV.3.3) Time-limit for receipt of tenders or requests to participate:
21.6.2004. Time: 15:00.
IV.3.4) Dispatch of invitations to tender to selected candidates:
Estimated date: 17.9.2004.
IV.3.5) Language or languages in which tenders or requests to
participate can be drawn up: English.
IV.3.7) Conditions for opening tenders
IV.3.7.1) Persons authorised to be present at the opening of tenders:
Not applicable.
SECTION VI: OTHER INFORMATION
VI.1) Non-mandatory notice: No.
VI.2) Indication whether this procurement is a recurrent one and the
estimated timing for further notices to be published: Not applicable.
VI.3) The contract relates to a project/programme financed by EU funds:
No.
VI.4) Additional information: A Project Briefing Day will be held in the
Belfast Education and Library Board on Friday 14.5.2004, commencing at
10.00 am. The briefing day will consist of a series of formal
presentations, together with details of the arrangements for visiting
each of the sites included within the first tranche of works and
services. Organisations wishing to attend the briefing day are required
to contact Mr.Stephen Boyle (at the address set out in Section I.1 above)
before 5,00pm on Monday 10.5.2004 so that registration details can be
taken and a location map supplied- Organisations unable to attend the
briefing day may obtain copies of the briefing day materials by writing
to Mr.Stephen Boyle (at the address set out in Section I.1 above).
The Project was announced by the Economy and Finance Minister in February
2003 and is an important part of the Strategic Investment Programme. The
project is being supported formally by the Strategic Investment Board and
the Department of Education. The Outline Business Case for the project
has been approved by the Department of Education, the Strategic
Investment Board and the Department of Finance and Personnel.
It is anticipated that the strategic partnering contract will be awarded
in December 2005. The strategic partnering contract will be for an
initial period of 7 years with the option to extend for up to a further 3
years. The DBFOM and DBOM project contracts, and the Estates Management
Contract, to be rolled-out under the strategic partnering contract, will
be long term arrangements under which works and services will be
delivered in respect of those projects, for periods of up to 30 years in
respect of the DBFOM and DBOM contracts, and up to 10 years in respect of
the Estates Management Contract.
The Authority reserves the right not to award any contract, or to award
some or all of the strategic partnering, DBFOM, DBOM and Estates
Management Contracts.
II.1.10) Will variants be accepted (where applicable): Variant bids will
be accepted to the extent identified in the Invitation to Negotiate.
IV.3.7) Conditions for opening tenders: The Authority will use its normal
procedures in relation to the opening of bids and tenders. Details are
available from the address in I.1.
VI.5) Date of dispatch of this notice: 28.4.2004.