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UK-Glasgow: property management services

Request For Proposals

UK-Glasgow: property management services

2220 - Contract notice

General Information

Country:    United Kingdom
Deadline for Specification:   Oct 18, 2004
Deadline for Responses:   Oct 25, 2004
Regulation of Procurement:   European Union
EU Official Journal Publication:   #159582-2004 in 187 issue
Publication Date:   Sep 24, 2004
Awarding Authority:   SCOTTISH ENTERPRISE, GLASGOW
Contract Nature:   Service contract
Procedure Type:   Restricted procedure
Type of Bid Required:   Global tender
Awarding Criteria:   Other
Original Language(s):   English
Abstract:   Property Asset Management Services. Scottish Enterprise is seeking notes of interest from suitably qualified applicants for the provision of property asset management services over its owned and leasehold property portfolio. This will cover the following main areas: 1) management of the development land and investment building portfolio. This portfolio, which is subject to regular change, was recently valued at 145 000 000 GBP and comprises industrial buildings, offices, business centres, science and technology parks, development land and other property interests, including agricultural lettings and wayleaves. The Rent Roll of the portfolio is in the region of 7 000 000 GBP per annum, with an expenditure budget for the period to 31.3.2005 of circa. 5 000 000 GBP. The portfolio is to be managed commercially, maximising return to Scottish Enterprise, both financially and in its wider economic development remit. Services will include management of lease and rent reviews, 24 hour helpdesk facility, financial and debt control management, procurement and management of maintenance contracts ensuring best value for Scottish Enterprise and tenants, rating, insurance, health & safety and risk management, and other asset enhancing initiatives; 2) Management of a portfolio of 70 plus leasehold office properties that Scottish Enterprise occupy under the name of Careers Scotland. These are in all of the major towns and cities throughout the operational area of Scottish Enterprise. Currently these offices total circa 150 000 sqare feet (13 935 square metres) with a rental role of circa 1 100 000 GBP, however this is subject to ongoing change. Services required will relate initially to scrutiny and passing for payment all lease costs, including rent, rates, service charge and insurance, with the potential for further professional work relating to acquisition / disposal of new and old offices in line with the Careers Scotland property strategy (currently under review), rent review and rating work. Facilities management services of these offices is not envisaged; 3) Management of the portfolio of fourteen operational offices used by Scottish Enterprise and its Local Enterprise Companies. These offices total circa 290 000 square feet (26 941 sq m) with a rental roll of circa 4 900 000 GBP. Services required will relate initially to scrutiny and payment of all lease costs with the potential for further professional work in relation to rent review and rating requirements. Again it is not envisaged that facilities management services of these offices will be required. For the avoidance of doubt, the successful applicant will be responsible for the management, integrity and timeout upkeep of all management and accounting information, to include a portfolio asset register. The successful applicant will also be expected to use their in-house systems to fulfill this requirement, with access to this management and accounting information being provided to Scottish Enterprise, in a mutually agreed format. CPV: 70000000, 70112000, 70120000, 70121000, 70122000, 70123000, 70123200, 70220000, 70300000, 70332000, 70332200, 70332300.

Goods, Works and Services
Commodities:  

Summary
CONTRACT NOTICE
Services
This contract is covered by the Government Procurement Agreement (GPA):
No.
SECTION I: CONTRACTING AUTHORITY
I.1) Official name and address of the contracting authority: Scottish
Enterprise, Att: John Fish, 150 Broomielaw, Atlantic Quay, UK-Glasgow G2
8LU. Tel.: 0141 228 2880. Fax: 0141 228 2186. E-mail:
john.fish@scotent.co.uk. URL: www.scottish-enterprise.com.
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.1.3) Type of service contractService category: 14.
II.1.4) Framework agreement: No.
II.1.5) Title attributed to the contract by the contracting authority:
Property Asset Management Services.
II.1.6) Description/object of the contract: Scottish Enterprise is
seeking notes of interest from suitably qualified applicants for the
provision of property asset management services over its owned and
leasehold property portfolio. This will cover the following main areas:
1) management of the development land and investment building portfolio.
This portfolio, which is subject to regular change, was recently valued
at 145 000 000 GBP and comprises industrial buildings, offices, business
centres, science and technology parks, development land and other
property interests, including agricultural lettings and wayleaves.
The Rent Roll of the portfolio is in the region of 7 000 000 GBP per
annum, with an expenditure budget for the period to 31.3.2005 of circa. 5
000 000 GBP.
The portfolio is to be managed commercially, maximising return to
Scottish Enterprise, both financially and in its wider economic
development remit. Services will include management of lease and rent
reviews, 24 hour helpdesk facility, financial and debt control
management, procurement and management of maintenance contracts ensuring
best value for Scottish Enterprise and tenants, rating, insurance, health
& safety and risk management, and other asset enhancing initiatives;
2) Management of a portfolio of 70 plus leasehold office properties that
Scottish Enterprise occupy under the name of Careers Scotland. These are
in all of the major towns and cities throughout the operational area of
Scottish Enterprise. Currently these offices total circa 150 000 sqare
feet (13 935 square metres) with a rental role of circa 1 100 000 GBP,
however this is subject to ongoing change. Services required will relate
initially to scrutiny and passing for payment all lease costs, including
rent, rates, service charge and insurance, with the potential for further
professional work relating to acquisition / disposal of new and old
offices in line with the Careers Scotland property strategy (currently
under review), rent review and rating work. Facilities management
services of these offices is not envisaged;
3) Management of the portfolio of fourteen operational offices used by
Scottish Enterprise and its Local Enterprise Companies. These offices
total circa 290 000 square feet (26 941 sq m) with a rental roll of circa
4 900 000 GBP.
Services required will relate initially to scrutiny and payment of all
lease costs with the potential for further professional work in relation
to rent review and rating requirements. Again it is not envisaged that
facilities management services of these offices will be required.
For the avoidance of doubt, the successful applicant will be responsible
for the management, integrity and timeout upkeep of all management and
accounting information, to include a portfolio asset register.
The successful applicant will also be expected to use their in-house
systems to fulfill this requirement, with access to this management and
accounting information being provided to Scottish Enterprise, in a
mutually agreed format.
II.1.7) Site or location of works, place of delivery or performance:
Various locations within the Scottish Enterprise area of operation.
II.1.8) Nomenclature
II.1.8.1) Common Procurement Vocabulary (CPV): 70000000, 70112000,
70120000, 70121000, 70122000, 70123000, 70123200, 70220000, 70300000,
70332000, 70332200, 70332300.
II.1.9) Division into lots: No.
II.1.10) Will variants be accepted: No.
II.2) Quantity or scope of the contract
II.2.1) Total quantity or scope: Scottish Enterprise seek to award a
contract to provide property asset management services in relation to a
portfolio of investment and operational properties throughout Scotland.
The properties are to be managed commercially maximising return to
Scottish Enterprise, both financially and in terms of Scottish
Enterprise's wider economic remit.
This contract will be for a 5-year period, however early termination
provisions for non performance will be incorporated within the contract.
II.3) Duration of the contract or time limit for completion: 60 months
from the award of the contract.
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) Conditions relating to the contract
III.1.1) Deposits and guarantees required: Not applicable.
III.1.2) Main terms of financing and payment and/or reference to the
relevant provisions: Payment in sterling and in arrears.
III.1.3) Legal form to be taken by the grouping of suppliers,
contractors or service providers to whom the contract is awarded: Where a
successful tender is submitted by a group or consortium, one of the
members must be appointed as a lead consultant to take responsibility for
the provision of any service. Joint and several liability will be
required where bidders form part of a consortium.
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: Full details of your company policies on
Environmental, Health and Safety and Equal Opportunities policies.
Suppliers should request, complete and return a pre-qualification
questionnaire from the contact point indicated in I.2).
III.2.1.1) Legal position - means of proof required: Suppliers should
request and complete and return the pre-qualification questionnaire
referred to above. Information required will include full details of the
proposed service provider, including address, company registration
number, country of registration, date of incorporation, ultimate parent
company name and relationship (If applicable), VAT registration number
and number of employees.
III.2.1.2) Economic and financial capacity - means of proof required:
Suppliers should request, complete and return the pre-qualification
questionnaire referred to above. Information required will include but is
not restricted to:
name and address of applicant's banker and confirmation that they can be
approached by Scottish Enterprise if required;
latest three years sets of financial accounts. If these are abbreviated
version please provide statement of turnover and net profit before
taxation along with the latest three years sets of accounts;
statement of overall turnover and turnover and profit on relevant
projects for 3 previous financial years (if available).
III.2.1.3) Technical capacity - means of proof required: Suppliers
should request and complete and return the pre-qualification
questionnaire referred to above. Information required will include but is
not restricted to:
examples of similar services provided over the last three years including
customer name, full description of services provided, value of the
contracts and name of referee for each example;
applicants must be able to demonstrate previous experience and
achievements in delivering projects of this size, nature and complexity
within large, high profile organizations;
an understanding of the nature of economic development is essential and
applicants must demonstrate their experience in this field;
details of the company's standards and methods of quality management.
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: Restricted.
IV.1.2) Justification for the choice of accelerated procedure: Not
applicable.
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: SPH-0092.
IV.3.2) Conditions for obtaining contract document and additional
documents: Obtainable until: 18.10.2004.
Terms and method of payment: Not applicable.
IV.3.3) Time-limit for receipt of tenders or requests to participate:
25.10.2004.
IV.3.4) Dispatch of invitations to tender to selected candidates:
Estimated date: 1.11.2004.
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:
Scottish Enterprise personnel to be nominated.
IV.3.7.2) Date, time and place: To be decided.
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: The contracting authority does not bind
itself to accept the lowest or any offer. The contracting authority
reserves the right to accept part of one or more offers. The contracting
authority will not be liable for any costs incurred by those expressing
interest in or tendering for this contract. Compliance with all relevant
legislation is required during the tendering process and the terms of any
resulting contract. Bidders may be required to attend for interview. It
is envisaged that any contract awarded will be subject to the law of
Scotland.
II.3) Duration of the contract or time limit for completion: 60 months
from the award of the contract.
VI.5) Date of dispatch of this notice: 16.9.2004.