Trusted procurement for better buildings and homes LHC.GOV.UK

FRAMEWORK AGREEMENT GUIDEFor schools and community buildings

WHY WORK WITH LHC?

These are the key reasons to work with LHC

whether you’re a public sector organisation

looking for procurement solutions or a supplier

with products or services to provide.

Knowledge and experience of procurement Our organisation began half a century ago and over five decades we’ve developed and shaped our service to meet the evolving needs of our clients.

Recognised technical expertise Our technical expertise is built on continuous research by our team of technical specialists who consult with clients on the outcomes they need and suppliers on the range of available solutions.

Commitment to better buildings and homes Our ultimate goal is helping our clients deliver better environments for the communities they serve, a goal we support through our frameworks, that address every aspect of quality, and our selection of the most appropriate suppliers.

Fast and efficient procurement Once LHC Appointed Companies are established for a framework, the process of calling off projects and commissioning work is very efficient. Terms and rates have been agreed and even when a mini competition is required, the majority of contractual arrangements have already been finalised. Project work can start quickly.

Financial gains Working with LHC frameworks gives suppliers access to construction, refurbishment and maintenance projects of over £200m each financial year. Clients who spend more than £200,000 on two or more frameworks in a year will benefit from a share in the LHC operating surplus we return to Members.

Please read this guide in conjunction with the LHC guide to understanding and using pre-tendered frameworks, available on our website.

WWW.LHC.GOV.UK/MEMBERSHIP

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This framework agreement has been established in strict compliance with UK Public Sector procurement rules for use by public sector bodies in the UK as detailed in the LHC buyer profile (www.lhc.gov.uk/buyerprofile) and as specified in the Contract Notice:

-- 2012/S 95-156442

Published in OJEU in May 2012 with 13 successful tenderers appointed in November 2013.

Fully OJEU compliant, it is divided into two workstreams providing a full range of design and build and general refurbishment works.

The LHC Framework Agreement for schools and community

buildings is available to all local authorities, housing associations

and other public sector bodies in England, Wales and Scotland.

About this framework agreement

LHC.GOV.UK

About a tender

Interested companies were invited to complete a Pre-Qualification

Questionnaire (PQQ), which sought detailed information on

several criteria, prepared and formatted in accordance with

PAS 91:2013 ‘Construction pre-qualification questionnaires’,

before inviting selected companies to complete an ITT

and Offer Document.

PAS 91:2013 was published by the British Standards Institution and sponsored by the Department for Business, Innovation and Skills (BIS) to provide a consistent set of pre-qualification questions to be used throughout construction procurement.

Stage 1: Selection criteria Stage 2: Invitation to tender

-- Financial standing

-- Compliance with EU/UK legislation

-- Applicant’s organisation

-- Quality management

-- Sustainability and social inclusion

-- Equal opportunities and diversity

-- Health and safety

-- Financial status and insurances

-- Responses to questions using case studies to demonstrate capability, skills, experience and resources to deliver and maintain the high level of quality required by LHC for the delivery of works and installations

The companies that scored sufficient marks in the PQQ were invited to complete an offer document (invitation to tender).

The offer document provided detailed service and product specifications and sought a response from companies on their conformity to these requirements.

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The diagram below shows the process a supplier completes to become

an LHC Appointed Company and to be awarded a contract (or “call-off”).

It also highlights the support LHC provides once a project is live.

From pre-qualification to call-off contract

When buyers are ready to choose a supplier for an individual project

they should start the process by talking to LHC. LHC will coordinate

either a direct award, if there is a single supplier on a framework,

or a mini-competition if there are several.

-- A mini-competition involves all capable LHC Appointed Companies

-- A direct award is made to a single company, with justifiable

reasoning, without reopening competition

Awarding contracts “Call-offs”

LHC provides support and technical assistance throughout

the life of a project, as required:

-- To ensure high quality standards are maintained

-- Service levels are fulfilled

-- Delivery periods are met

LHC also welcomes discussion and feedback on completion of projects

Works commence/complete

Pre-qualification questionnaire

Our aim is giving LHC clients and Members a choice of Appointed

Companies to work with. Numbers vary per framework in line with

anticipated demand and subject to the number of qualifying suppliers.

-- All suppliers are notified of the results and the unsuccessful

tenderers can choose to have a debriefing to help improve future offers

-- Contract Award Notices are published in the Official Journal of the

European Union (QJEU) and on the LHC website

Appointing companies

Selected suppliers submit offer documents covering:

-- Specification for products and services

-- Testing and certification

-- Service capability

-- Pricing

Scores are then awarded to each supplier in respect of

each evaluation criteria.

A detailed evaluation report is prepared which shows

for each tenderer a:

-- Weighted score under each heading

-- Value for money index

-- Company or companies recommended for appointment

Offer documents and evaluation

Suppliers complete a pre-qualification questionnaire accessing:

-- Company standing

-- Financial standing, employment practices, environmental

awareness, capacity and geographical range

-- Installation capability

-- Technical capability

-- Quality systems management capability

-- Experience of supply to the public sector

-- Sustainability and social value

Pre-qualification questionnaire

LHC.GOV.UK

Award weighting criteria

20%Pricing (price models)

Prices were tendered on

the basis of indicative

elemental costs, covering:

-- Preliminaries

-- Site establishment and

management costs

These were fed into six

price models covering

various different project

types and values for each

workstream.

Award weighting criteria are established on each individual framework and can be flexed to a buyer’s individual needs.

Public sector officers can obtain a copy of the full LHC evaluation report on request.

40%Tenderer’s written responses to the technical quality questions

Evaluation of responses to

questions and of declarations

of compliance, covering:

-- The provision of a

comprehensive service

for the execution of

works, regarding delivery

issues, call-off processes,

health and safety, quality

management assurance

and control procedures

across the lot appointed to

-- The satisfactory evaluation

of experience, skills and

competency of the design

team and their management

-- Full details of approach to

delivering a scenario project

and sustainability

40%Structured interview session

Evaluation of tenderers’ responses to questions covering:

-- Risk management, including the effectiveness and use of risk

registers and responses to specific health and safety and financial

hazards

-- Design and management expertise, including specific responses

to CDM co-ordinator, health and safety file and programming

issues

-- Carrying out the works under a design and build contract,

including supply chain, statutory requirements and development

control issues

Workstream 1

New build extensions and associated works

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20%Pricing (price models)

Prices were tendered

on the basis of indicative

elemental costs, covering:

-- Preliminaries

-- Site establishment

and management costs

These were fed into six

price models covering

various different project

types and values for each

workstream.

40%Tenderer’s written responses to the technical quality questions

Evaluation of responses to

questions and of declarations

of compliance, covering:

-- Undertaking a contract

covering flat roof

replacement and internal

refurbishment and

alteration works

-- Undertaking a contract

covering landscaping

works to an educational

establishment, including

renewing a multi-use games

area complete with external

lighting and fencing and

associated drainage works

-- Supply chain arrangements

and management

40%Structured interview session

Evaluation of tenderers’ responses to questions covering:

-- Communication, including compliance with communication

strategies

-- Quality management, including quality assurance, control

and training

-- Supply chain management and control

Workstream 2

General refurbishment

LHC.GOV.UK

The framework in action

As well as providing compliance, quality and best value to clients, the LHC Framework for schools and community buildings supports a streamlined process from the award of a contract (call-off) to completion of a project.

Confirmed competitive market prices Prices in place at call-off stage maintaining best value as established in the PQQ stage.

Quick and efficient procurement Speedy access to LHC Appointed Companies and the options of a mini-competition or direct award to enable the final selection of a supplier or supplier(s) for a project.

Instant access to project data Continuous access to information throughout the procurement process through the suppliers’ on-line portal.

High quality standards Standards of quality maintained throughout project through monitoring in accordance with ISO 9001 Quality Management System.

Service levels guarantee Guaranteed service levels from inquiry to supply providing peace of mind that services and works will be conducted effectively.

Quick project starts Enabled by pre-tendered procurement that reduces the cost and time input by public sector organisations and speeds up their access to companies.

Advice on design and regulatory compliance Guidance on interpretation and conformity to statutory regulations and planning requirements.

Delivery periods guarantee Guaranteed delivery periods that ensure services and works are delivered to meet work schedules.

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Details of each workstream

Workstream 1 addresses works relating to new build extensions

and workstream 2 covers general refurbishment projects and

the supporting design service.

Workstream 1: New build extensions and associated works

-- Full scope design service, including but not limited to architectural services, mechanical and electrical services design, and structural and civil engineering design

-- Design services can be provided by the LHC Appointed Company’s in-house design team, a consultant employed by the Appointed Company or a client nominated consultant

-- Traditional design and build call-off projects set by the member or nominated consultant

-- Bespoke modified design and build call-off projects inclusive of design to cost methodology

External refurbishment works, including:

-- Replacement of flat and pitched roof coverings

-- Replacement windows and doors

-- External cladding and insulation works

-- External landscaping works including resurfacing of car parks and playgrounds

-- Multi-use games areas and other types of sports facilities including groundworks, drainage, fencing and associated electrical works

-- Dedicated design service available from all Appointed Companies, if required

Internal refurbishment works, including:

-- Refurbishment of science labs and home economics and other education learning environments

-- Refurbishment of sanitary facilities, sports changing facilities with associated electrical and mechanical works with a supported design service

-- Internal refurbishment and remodelling of community buildings with all associated works and electrical and mechanical services works

-- Dedicated design service available from all Appointed Companies, if required

Additional services provided by LHC Appointed Companies across both workstreams include:

-- The provision of a dedicated project manager at each LHC Appointed Company to maintain high quality communication and service at all times

-- The provision of insurance warranties, collateral warranties, bond or parent company guarantee and guarantees for workmanship and materials

-- The provision of detailed monthly reports of actual costs and forecasts for out-turn costs for all contracts, broken down to various parts of the works in accordance with customer’s requirements

-- The availability of other LHC EU compliant framework agreements, including for flat roofing and PVC-U, aluminium and timber windows and doors.

Workstream 2: General refurbishment

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Appointed companies

Farrans Construction (Trading as Northstone (NI) Ltd)

Appointed for areas:

A

B

C

D

M1

M2

For contact details visit: lhc.gov.uk/farrans

farrans.com

Galliford Try Ltd (Trading in Scotland as Morrison Construction)

Appointed for areas:

E

F

G

H

I

J1

J2

J3

M1

M2

For contact details visit: lhc.gov.uk/gallifordtry

gallifordtry.co.uk

Kier Construction

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

M1

M2

For contact details visit: lhc.gov.uk/kier

kier.co.uk

Morgan Sindall plc

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

M1

M2

For contact details visit: lhc.gov.uk/morgan

morgansindall.com

Regional lots

A London

B

South East England

C South West England

D East of England

E

East Midlands

F

West Midlands

G

Yorkshire & Humber

H

North West England

I North East England

J1 South Wales

J2 Mid Wales

J3 North Wales

M1 South Scotland

M2 North Scotland

A

BC

D

E

F

G

I

H

J1

J2

J3

M1

M2

Workstream 1

New Build Extensions

Willmott Dixon Construction Ltd

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

For contact details visit: lhc.gov.uk/willmottdixoncons

willmottdixongroup.co.uk

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GHI Contracts Ltd

Appointed for areas:

M1

M2

For contact details visit: lhc.gov.uk/ghi

ghicontracts.co.uk

Shaylor Group plc

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

For contact details visit: lhc.gov.uk/shaylor

shaylorgroup.com

Styles & Wood Limited

Appointed for areas:

M1

M2

For contact details visit: lhc.gov.uk/styles

stylesandwood.co.uk

Ogilvie Construction Ltd

Appointed for areas:

M1

M2

For contact details visit: lhc.gov.uk/ogilvie

ogilvie.co.uk

Willmott Dixon Construction Ltd

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

For contact details visit: lhc.gov.uk/willmottdixoncons

willmottdixon.co.uk

Balfour Beatty Regional Construction Ltd

Appointed for areas:

M1

M2

For contact details visit: lhc.gov.uk/mansell

balfourbeattycsuk.com

Morgan Sindall plc

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

M1

M2

For contact details visit: lhc.gov.uk/morgan

morgansindall.com

Kier Construction

Appointed for areas:

A

B

C

D

E

F

G

H

I

J1

J2

J3

M1

M2

For contact details visit: lhc.gov.uk/kier

kier.co.uk

Workstream 2

General Refurbishment

Framework agreement for

schools and community buildings

New build extensions and associated works:

Full scope design service

Design and build (traditional)

Design and build (modified)

General refurbishment with a supported design service:

External refurbishment works

Internal refurbishment works

The schools and community buildings framework agreement for England, Wales and Scotland is effective from 1st July 2013 until 30th June 2017.

England and Wales enquiries: 01895 274850

Scotland enquiries: 0131 306 0176

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