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Notice Summary

United Kingdom-Sheffield: 3 Delivery Partners
550861-2018
Sheffield Hallam University
14 December 2018
15 February 2019
Contract Notice - Open Procedure
Yes

Notice Abstract

The University is about to embark upon the delivery of our 20 year Campus Plan, Phase 1 and Phase 2 denote significant investment over the next 11 years in maintenance of the existing estate and the development of both new and refurbished buildings in the heart of the city.The University has created an alliance arrangement: a bold and unique procurement strategy and delivery model that will be a catalyst for change. The Alliance will include the design led consultancy (Lot 1), construction works (Lot 2) and hard facilities management services (Lot 3) required to deliver the Campus Plan. The aim is for all Alliance Partners to work towards a common goal within a culture and ethos of partnering and trust. We see this as a great opportunity to improve the quality and operational performance of our estate and a real step change for the Industry.The Programme Alliance Manager and Scheme Alliance Manager role's will be procured separately.Your organisation may only bid for 1 lot.

Notice Details

Contract notice

Directive 2014/24/EU - Public Sector Directive

Directive 2014/24/EU

Section I: Contracting Change entity

I.1) Name and addresses

Sheffield Hallam University

City Campus, Howard Street

Sheffield

S1 1WB

UK

Contact person: All communication via the SHU In Tend E tendering portal https://in-tendhost.co.uk/sheffieldhallamuniversity/aspx/Home

E-mail: strategicprocurement@shu.ac.uk

NUTS: UKE32

Internet address(es)

Main address: http://shu.ac.uk

Address of the buyer profile: https://www.shu.ac.uk/about-us/our-services/finance-directorate/suppliers-zone

I.3) Communication

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

https://in-tendhost.co.uk/sheffieldhallamuniversity/aspx/Home


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://in-tendhost.co.uk/sheffieldhallamuniversity/aspx/Home


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

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Hallam Alliance — 3 Delivery Partners Design Led Multi-Disciplinary Consultancy, Construction Works and Hard Facilities Management

Reference number: FDR-MG

II.1.2) Main CPV code

45000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The University is about to embark upon the delivery of our 20 year Campus Plan, Phase 1 and Phase 2 denote significant investment over the next 11 years in maintenance of the existing estate and the development of both new and refurbished buildings in the heart of the city.

The University has created an alliance arrangement: a bold and unique procurement strategy and delivery model that will be a catalyst for change. The Alliance will include the design led consultancy (Lot 1), construction works (Lot 2) and hard facilities management services (Lot 3) required to deliver the Campus Plan. The aim is for all Alliance Partners to work towards a common goal within a culture and ethos of partnering and trust. We see this as a great opportunity to improve the quality and operational performance of our estate and a real step change for the Industry.

The Programme Alliance Manager and Scheme Alliance Manager role's will be procured separately.

Your organisation may only bid for 1 lot.

II.1.5) Estimated total value

Value excluding VAT: 385 500 000.00 GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for one lot only

Maximum number of lots that may be awarded to one tenderer: 1

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Only 1 bid allowed across the 3 lots bids from the same ultimate parent received in the same lot will be allowed to compete provided there are no concerns for collusion Bids received from Tenderers with the same ultimate parent across lots must determine which single bid from their holding company shall be taken forward for evaluation. This decision will not be withheld pending evaluation decision.

II.2) Description

Lot No: 1

II.2.1) Title

1819-27-FDR-MG — Hallam Alliance and Professional Services Contract — Partner for Design Led Multi-Disciplinary Consultancy Services

II.2.2) Additional CPV code(s)

71000000

71200000

71310000

71320000

71330000

71500000

71340000

71400000

71350000

71600000

71800000

71900000

II.2.3) Place of performance

NUTS code:

UKE32


Main site or place of performance:

Sheffield and occasionally other areas in South Yorkshire.

II.2.4) Description of the procurement

The Consultant Partner will enter into a NEC4 Professional Services Short Form Contract to deliver non-alliance consultancy services, to provide consistency and shared learning across these schemes. The consultant partner will also enter into a multiparty NEC4 Alliance Contract to deliver Phase 1 and 2 of the Campus Masterplan.

The core services required will include but not limited to: architect, landscape architect, mechanical engineer, electrical engineer, structural engineer, civil engineer, fire engineer, principal designer, building surveyor, sustainability advisor, acoustic engineer, clerk of works, BIM Manager and Building Control.

Sheffield Hallam University have endorsed its Campus Masterplan, this provides a development guide for long term investment into the Campus as it delivers on its ambition to be the world's leading applied university.

The work has involved significant stakeholder engagement to develop a clear vision, set of principles and development plans to create an enhanced campus in the heart of our city, whilst improving our facilities at Collegiate Campus. Sustainability and maintenance are embedded into the Masterplan and we have developed an innovative and best practice approach to stakeholder engagement for all new projects which seeks to ensure there is a common understanding of key aims and ambitions in the early stages to ensure buildings are designed with end users in mind.

Our masterplan provides a fantastic platform for transformation, Phase 1 an 2 denote a significant investment in both new and refurbished buildings in the heart of the city.

We are looking to procure a single Consultant Partner for design-led multi-disciplinary construction consultancy services. All of these contract agreements will be for an initial 5 year term, with the option to extend for a further 3 years and a final 3 years, this long term commitment should engender the partnering ethos that we are aiming to achieve and will take us to completion of the second phase of the Campus Masterplan.

The Alliance model provides an excellent opportunity to establish a strong partnership working ethos between Sheffield Hallam University and our Alliance Partners due to the ongoing nature of the relationship across multiple schemes and the opportunity to use this to hold regular partnering and innovation hubs, in order to drive best practice in work-place design, asset performance, sustainability and whole life costing.

We recognise the value of learning from our Alliance Partner's and your experience to influence the design to ensure soft landings is effective. We will have the opportunity to learn lessons, refine processes, deliver cost efficiencies and have on site presence to support the extended aftercare, monitoring and analysis recommended by the Soft Landings methodology by using the continuity of on-site partners from scheme to scheme. It provides the chance to look at the potential for customer care role to be provided during the post handover phase. We are particularly keen to ensure building performance matches design intent and having continuity from both the client side and Alliance Partner's support this approach to continuous improvement. Joining up the project delivery phase with the business as usual/operational phase to get the best outcomes is something we are focused on and this transition is supported by training, knowledge capture and transfer and monitoring of meaningful information and measurable data.

A robust contract management system will cement good relationships at all levels, deliver sector leading performance and innovation, driving efficiency gains, optimise costs and savings and maximise our return on investment. We will achieve this by really focussing on; performance management including provision of incentives for great performance, robust contract administration processes and systems, a pro-active approach to relationship management and the implementation of a innovation hub.

II.2.5) Award criteria

Criteria below:

Quality criterion: Mobilisation approach / Weighting: 10

Quality criterion: Design approach / Weighting: 11

Quality criterion: Site set up, method and approach / Weighting: 5

Quality criterion: Construction approach / Weighting: 12

Quality criterion: In use approach / Weighting: 8

Quality criterion: Relationship management / Weighting: 10

Quality criterion: Cost management / Weighting: 9

Quality criterion: Interview / Weighting: 15

Cost criterion: Cost / Weighting: 20

II.2.6) Estimated value

Value excluding VAT: 50 500 000.00 GBP

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

There are 2 extension periods of 3 years available.

In addition to the NEC4 Alliance Contract the successful bidder will be awarded a 4 year NEC4 professional services short form contract to deliver non-alliance consultancy design led multi disciplinary consultancy services.

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

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: Yes

Description of options:

There are 2 extension periods of 3 years available.

In addition to the NEC4 Alliance Contract the successful bidder will be awarded a 4 year NEC4 professional services short form contract to deliver non-alliance consultancy design led multi disciplinary consultancy services.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

In addition to the NEC4 Alliance Contract the successful bidder will be awarded a 4 year NEC4 professional services short form contract to deliver non-alliance consultancy design led multi disciplinary consultancy services.

Lot No: 2

II.2.1) Title

1819-28-FDR-MG — Hallam Alliance — Partner for Construction Works

II.2.2) Additional CPV code(s)

45000000

45100000

45200000

45300000

45400000

45500000

44100000

44200000

44300000

44400000

44500000

44600000

44800000

44900000

71000000

70000000

II.2.3) Place of performance

NUTS code:

UKE32


Main site or place of performance:

Sheffield and occasionally other areas in South Yorkshire.

II.2.4) Description of the procurement

The Contractor Partner will enter into a multiparty NEC4 Alliance Contract to deliver Phase 1 and 2 of the Campus Masterplan. The anticipated contract commencement date is May 2019.

Sheffield Hallam University have endorsed its Campus Masterplan, this provides a development guide for long term investment into the Campus as it delivers on its ambition to be the world's leading applied university.

The work has involved significant stakeholder engagement to develop a clear vision, set of principles and development plans to create an enhanced campus in the heart of our city, whilst improving our facilities at Collegiate Campus. Sustainability and maintenance are embedded into the masterplan and we have developed an innovative and best practice approach to stakeholder engagement for all new projects which seeks to ensure there is a common understanding of key aims and ambitions in the early stages to ensure buildings are designed with end users in mind.

Our masterplan provides a fantastic platform for transformation, Phase 1 an 2 denote a significant investment in both new and refurbished buildings in the heart of the city.

To deliver the Campus masterplan we are looking to procure a single Partner for construction works (1 000 000 GBP +). The contract will be for an initial 5 year term, with the option to extend for a further 3 years and a final 3 years, this long term commitment should engender the partnering ethos that we are aiming to achieve and will take us to completion of the second phase of the Campus masterplan.

The Alliance model provides an excellent opportunity to establish a strong partnership working ethos between Sheffield Hallam University and our Alliance Partners due to the ongoing nature of the relationship across multiple schemes and the opportunity to use this to hold regular partnering and innovation hubs, in order to drive best practice in work-place design, asset performance, sustainability and whole life costing.

We recognise the value of learning from our Alliance Partner's and your experience to influence the design to ensure soft landings is effective. We will have the opportunity to learn lessons, refine processes, deliver cost efficiencies and have on-site presence to support the extended aftercare, monitoring and analysis recommended by the Soft Landings methodology by using the continuity of on-site partners from scheme to scheme. It provides the chance to look at the potential for customer care role to be provided during the post handover phase. We are particularly keen to ensure building performance matches design intent and having continuity from both the client side and Alliance Partner's support this approach to continuous improvement. Joining up the project delivery phase with the business as usual/operational phase to get the best outcomes is something we are focused on and this transition is supported by training, knowledge capture and transfer and monitoring of meaningful information and measurable data.

A robust contract management system will cement good relationships at all levels, deliver sector leading performance and innovation, driving efficiency gains, optimise costs and savings and maximise our return on investment. We will achieve this by really focussing on; performance management including provision of incentives for great performance, robust contract administration processes and systems, a pro-active approach to relationship management and the implementation of a innovation hub.

II.2.5) Award criteria

Criteria below:

Quality criterion: Mobilisation approach / Weighting: 10

Quality criterion: Design approach / Weighting: 10

Quality criterion: Site set up, method and approach / Weighting: 8

Quality criterion: Construction approach / Weighting: 12

Quality criterion: In use approach / Weighting: 8

Quality criterion: Relationship management / Weighting: 8

Quality criterion: Cost management / Weighting: 9

Quality criterion: Interview / Weighting: 15

Cost criterion: Cost / Weighting: 20

II.2.6) Estimated value

Value excluding VAT: 302 000 000.00 GBP

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

There are 2 extension periods of 3 years available.

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

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: Yes

Description of options:

There are 2 extension periods of 3 years available.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

Lot No: 3

II.2.1) Title

1819-29-FDR-MG — Hallam Alliance and Term Service Contract — Partner for Hard Facilities Management Services

II.2.2) Additional CPV code(s)

50000000

79993100

50710000

50500000

50700000

50730000

50720000

50600000

50400000

44100000

71320000

71330000

II.2.3) Place of performance

NUTS code:

UKE32


Main site or place of performance:

Sheffield and occasionally other areas in South Yorkshire.

II.2.4) Description of the procurement

The FM Partner will enter into a NEC4 Term Service Contract (TSC) with the University to deliver the pre-planned and reactive maintenance service. The FM Partner will also enter into a multiparty NEC4 Alliance Contract to deliver Phase 1 and 2 of the Campus Masterplan.

TSC Year 1 is a Cost Reimbursable Contract applying to all works including planned works where a task order is issued. This will be a Defined Cost-plus Fee paid for all work in order for the FM Partner to build up a data set.

TSC Year 2 onwards is a Target Cost Contract. It is the university's objective to work in partnership with our FM Partner in order to more intelligently understand our estate and our assets, and move to a more asset centric way of operating our estate. It is our intention within a 3 year period to move from a blanket planned maintenance approach to a proactive and ultimately a predictive maintenance approach. We will work with our partner in order to understand the whole life costing of our assets, explore how technology can aid predictive maintenance practices, with the aim of improving our asset utilisation and reduce our operational cost base.

The University is seeking to change its Hard FM service delivery strategy across its Campuses. We are looking to rationalise the existing supply chain to one single Hard FM Partner who will deliver planned preventative maintenance for electrical, mechanical and life safety systems in accordance with SFG20 maintenance standards while demonstrating statutory compliance and innovation to move towards an asset centric maintenance model allowing the University to make informed decisions around its assets in terms of maintenance standards, replacement and refurbishment of space and infrastructure. The FM Partner will in addition carryout reactive maintenance services and building fabric maintenance to support the Client employed internal trades team. There are further incentives to engage in mini and medium size multi asset replacements projects across the campus.

Following the review the team embarked on a number of work streams aimed at improving the way we deliver Hard FM services. An extensive programme of asset capture was embarked upon, resulting in all key assets being tagged with QR codes, and all assets and spaces being recorded for quantity, age, and condition. A review of our helpdesk and CAFM software systems was also carried out, resulting in the implementation of a new CAFM system which the FM Partner will be required to use.

We also reviewed our maintenance and service standards and, utilising the SFG20 standards as a basis, we have realigned our service standards with our appetite for balancing robust compliance, business continuity, asset management strategy, and appetite for risk.

We have experienced industry wide problems with the design, construction, handover and operationalising of building projects. A contributing factor too many of these issues has been the lack of engagement with the FM providers during design and construction. This often results in many of the lessons learnt within the operational phase of a building being overlooked. The Alliance is an opportunity to be sector leading in the way we integrate our FM Partner and are targeting real change within the building industry.

The Alliance will include the construction, design consultancy services and hard FM services required to deliver the Campus Plan. The aim is for all Alliance Partners to work towards a common goal within a culture and ethos of partnering and trust. We recognise that operating costs of a facility throughout its life far outweigh the capital build cost and are therefore keen to involve the hard FM provider as an FM Partner in the design, construction and handover phases of our new capital works, alongside the construction and consultancy Partners. We see this as a great opportunity to improve the quality and operational performance of our estate and a real step change for the Industry.

II.2.5) Award criteria

Criteria below:

Quality criterion: Alliance approach / Weighting: 7.50

Quality criterion: Mobilisation approach / Weighting: 5

Quality criterion: Contract management / Weighting: 12.50

Quality criterion: Technical delivery of hard FM services / Weighting: 20

Quality criterion: Quality and performance management / Weighting: 10

Quality criterion: Health and safety / Weighting: 2.50

Quality criterion: Sustainability / Weighting: 2.50

Quality criterion: Innovation / Weighting: 10

Cost criterion: Cost / Weighting: 30

II.2.6) Estimated value

Value excluding VAT: 33 000 000.00 GBP

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

There are 2 extension periods of 3 years available.

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

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: Yes

Description of options:

There are 2 extension periods of 3 years available.

In addition to the NEC4 Term Service Contract the successful bidder will be awarded a 11 year multi party NEC4 Alliance Contract to provide FM consultancy services to deliver Phase 1 and 2 of the Campus master plan.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

II.2.14) Additional information

In addition to the NEC4 Term Service Contract the successful bidder will be awarded a 11 year multi party NEC4 Alliance Contract to provide FM consultancy services to deliver Phase 1 and 2 of the Campus master plan.

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:

As described in the tender documentation.

III.1.2) Economic and financial standing

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

III.2.1) Information about a particular profession

Participation is reserved to a particular profession: Yes

Indicate profession:

Reference to the relevant law, regulation or administrative provision:

As described in the tender documentation.

III.2.2) Contract performance conditions

As described in the tender documentation.

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

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 a single operator.

Justification for any framework agreement duration exceeding 8 years: In addition to the NEC4 Alliance Contract the successful bidder for Lot 1 will be awarded a 4 year NEC4 Professional Services Short Form Contract to deliver Non-Alliance consultancy design led multi disciplinary consultancy services, these services are undefined at this stage but are covered under the value of the contract notice

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

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2018/S 033-071851

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

Date: 15/02/2019

Local time: 09:00

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

Tender must be valid until: 16/06/2019

IV.2.7) Conditions for opening of tenders

Date: 15/02/2019

Local time: 10:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

VI.4) Procedures for review

VI.4.1) Review body

Sheffield Hallam University - Legal Services

City Campus, Howard Street

Sheffield

S1 1WB

UK

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

Dispute resolution procedure as specified in tender documentation.

VI.5) Date of dispatch of this notice

12/12/2018