downloads.projectcompass.co.ukdownloads.projectcompass.co.uk/18061/...market-brief-2… · web...

Affinity Sutton Homes

Sherwood Close Estate Redevelopment

Pre-Qualification Questionnaire and Market Brief

January 2015

Sherwood Close Redevelopment – PQQ Questionnaire and Market Brief

ContentsContents........................................................................................................................................................... 2

1 Purpose of Document................................................................................................................................ 3

2 Introduction and Project Scope.................................................................................................................4

2.1 The Client........................................................................................................................................ 4

2.2 Other Stakeholders.........................................................................................................................4

2.3 Background..................................................................................................................................... 4

2.4 Site Location................................................................................................................................... 5

2.5 Existing Site and Masterplan Proposal............................................................................................5

2.6 Key Scheme Details........................................................................................................................ 6

2.7 Client Aspirations............................................................................................................................ 9

2.8 Project Team................................................................................................................................... 9

3 Procurement Process.............................................................................................................................. 10

3.1 Procurement Strategy Process.....................................................................................................10

3.2 Overview of the Procurement Process..........................................................................................10

3.3 Eligibility........................................................................................................................................ 10

3.4 Selection and Evaluation...............................................................................................................10

3.5 Proposed Procurement Timetable.................................................................................................11

3.6 Submission of PQQ....................................................................................................................... 12

3.7 Disclaimer..................................................................................................................................... 12

3.8 Useful Contact Points.................................................................................................................... 13

4 Pre-Qualification Questionnaire..............................................................................................................14

Scoring information................................................................................................................................. 14

4.1 Section A – Organisational Information.........................................................................................15

4.2 Section B – Economic and Financial Standing..............................................................................17

4.3 Section C – Professional and Business Standing.........................................................................18

4.4 Section D – Insurance................................................................................................................... 19

4.5 Section E – Health and Safety......................................................................................................20

4.6 Section F – Contractual Requirements.........................................................................................21

4.7 Section G – Technical Knowledge, Skills and Capabilities............................................................22

4.8 Section H - Declaration................................................................................................................. 28

echarris.com 2

Copyright © 2011 EC Harris. All rights reserved


1 Purpose of DocumentThis document is the market brief for the selection and appointment of a contractor for the Sherwood Close Estate Redevelopment and provides information about the project and also sets out the basis of the pre-qualification process that will be undertaken.

The purpose of this Pre-Qualification Questionnaire (PQQ) is to enable the short listing of contractors to fulfil the role described in Section 3 in Compliance with EU Procurement Legislation.

The objective of the selection process is to assess the responses to the PQQ and select potential Contractors to proceed to the next stage of the procurement process (i.e. the ITT stage). The information supplied by bidders in response to this PQQ will be checked for completeness and compliance before responses are evaluated.

echarris.com 3



2 Introduction and Project Scope

2.1 The Client

Affinity Sutton Homes is seeking to appoint an experienced and appropriately qualified Main Contractor to construct the Sherwood Close Redevelopment in West Ealing, London W13.

The redevelopment of Sherwood Close is a contemporary mixed tenure development that comprises a total of 305nr units. The new development will be constructed over 3 phases during a six year build programme with an estimated total construction cost of £56,000,000.

This tender is for Phase 1 of the Works and carries a value of circa £14m for delivery of 71nr homes.

Note – Affinity Sutton reserves the right to extend the contract for Phase 1 to future phases. Further information on the decision to extend the contract to subsequent phases will be shared and evaluated at ITT stage. The option to proceed with the contract will be at Affinity Sutton’s discretion. For information purposes we have provided within this document details on the proposed masterplan for phase two and three.

The appointed Main Contractor will be responsible for the development of the scheme to; time, quality and specification. Duties will include; Demolition of the existing buildings on the site, construction of the works, delivery of proposed logistics strategies, fulfilling the obligations of the Principle Contractor; achieving Code for Sustainable Homes - Code 4 and local resident liaison.

The works are to be procured under a JCT Design & Build 2011 Contact Form, which will be executed by Affinity Sutton Homes.

2.2 Other Stakeholders

Consultation has been carried out with London Borough of Ealing, Greater London Authority and the local community. Each of the stakeholders is listed below.

n London Borough of Ealing (LBE): a significant level of consultation has been carried out with the local authority. A large number of pre-planning discussions were held with both the planning officer, and wider officers to ensure the scheme proposed was designed to the expectations of those officers.

n Greater London Authority (GLA): consultation has been carried out with the GLA and they have indicated that they are in support of the development proposals that have been presented to them.

n Resident and Local Community: extensive resident consultation has been carried out with the residents of Sherwood Close and the wider community and this will continue throughout the duration of the development.

2.3 Background

In late 2012 following a competitive bidding process Affinity Sutton was selected as the preferred development partner by Ealing Council to deliver the redevelopment of Sherwood Close Estate. The development agreement was formally signed late 2014.

Affinity Sutton has since selection, progressed the masterplan to planning submission with significant involvement from all stakeholders. A detailed planning application was submitted on 19 th

December 2014. We anticipate a decision on planning to be heard at the March Committee.

The London Borough of Ealing began decanting phase one residents upon selection of the preferred development partner, and is in the process of buying back all leasehold properties.

echarris.com 4



2.4 Site Location

The Sherwood Close site is located within the London Borough of Ealing, South of The Broadway (A4020), the main high street for the area. It is on the West side of Northfield Avenue. The estate is surrounded predominantly by Victorian terraced houses, and some late 20th century housing. The site is also close to a local park, Dean Gardens, and a large allotment area. Figure 2.1 & 2.2 show the existing site lay out for the Sherwood Close Regeneration scheme.

Figure 2.1 – Existing Estate Figure 2.2 – Location

2.5 Existing Site and Masterplan Proposal

Existing estateSherwood Close is an existing council owned estate built in 1970’s. The estate includes a mix of 3nr eight storey tower blocks, double stacked maisonettes and a small number of houses (3nr). The overall site consists of 209 homes with predominately 1 bedroom flats (c. 60%) which are within the three tower blocks. The table below provides a breakdown of the overall unit mix. Note the column labelled Sherwood Close is the reference to the street name on which the maisonettes and houses are located, and not the overall site name.

Existing estate – residential mix

Unit Type Archer House Crossbow House Target House Sherwood Close

(Street Name)

1 Bed 46 47 47

2 Bed 50

3 Bed 19

Total 46 47 47 69

echarris.com 5



Proposed MasterplanThe proposed redevelopment will include the demolition of the existing estate and the construction of 305 new homes, public realm and landscaping, built over three phases.

The masterplan unit types include a terraced row of 3nr storey houses to medium 15 – 20 unit blocks and larger blocks of 30 - 40 units distributed across the site. There will be a mix of homes for social rent, shared ownership and market sale.

The building blocks are broken down into 5nr blocks with an introduction of two new north south streets, and new public squares as seen in Figure 2.3.

Figure 2.3 – Proposed Masterplan Figure 2.4 – View from South

2.6 Key Scheme Details

The estimated total construction cost is £56m. The scheme will be tendered in phased work packages. These packages are separated are shown with an estimated total and timescales as detailed in the table below.

Note this pre-qualification questionnaire relates to the procurement of a Main Contractor for phase one only.As stated in Section 1 of this document Affinity Sutton reserves the right to extend the contract for Phase 1 to future phases. Further information on the decision to extend the contract to subsequent phases will be shared and evaluated at ITT stage. The option to proceed with the contract will be at Affinity Sutton’s discretion. For information purposes we have provided within this document details on the proposed masterplan for phase two and three.

Phase Indicative Timescales Estimate Contract Value

1 Late 2015 – Early 2017 (18 Months) £14m

2 Early 2017 – Early 2019 (24 Months) £22m

3 Early 2019 – Early 2021 (24 Months) £20m

Existing EstateAs stated previously the proposed masterplan includes the demolition of the 209nr homes on the existing estate over three phases. The tables that follow provide a breakdown of the residential mix within the full site, and Phase 1 only. A full accommodation schedule showing the existing and proposed units within the site by phase is included in Appendix B for information only.

echarris.com 6



Existing estate – residential mix

Unit Type Archer Crossbow Target Sherwood

1 Bed 46 47 47

2 Bed 50

3 Bed 19

Total 46 47 47 69

Existing estate – residential mix – PHASE 1 ONLY

Unit Type Archer Crossbow Target Sherwood

1 Bed 46

2 Bed 18

3 Bed 5

Total 46 23

Figure 2.5 – Demolition phasing

Proposed Scheme Unit & Tenure mixThe masterplan proposal is to build 305nr new residential units. This includes 109nr units for social rent, 5nr units for shared ownership, and 191nr units for market sale. The tables that follow provide a breakdown of the residential mix within the full masterplan, and Phase 1 only. A full accommodation schedule showing the existing and proposed units within the site by phase is included in Appendix B for information only.

Masterplan – residential mix

echarris.com 7



Unit Type Market Sale Social Rent Intermediate Total

1b2p 57 28 3 88

2b3p 32 9 0 41

2b4p 85 29 2 116

3b5p 17 27 0 44

3b6p 0 8 0 8

4b6p 0 8 0 8

Total 191 109 5 305

Masterplan – residential mix – PHASE 1 ONLY

Unit Type Market Sale Social Rent Intermediate Total

1b2p 0 13 0 13

2b3p 0 8 0 8

2b4p 0 22 0 22

3b5p 0 12 0 12

3b6p 0 8 0 8

4b6p 0 8 0 8

Total 0 71 0 71

Figure 2.6 – Construction Phasing

2.7 Client Aspirations

echarris.com 8



The Client’s vision is that Sherwood Close will be a thriving, green, mixed tenure neighbourhood, with spacious, well designed homes, that people enjoy living in. The masterplan has adapted since Affinity Sutton being selected during a competitive bid process as the Council’s development partner. The changes are in response to feedback from the Council and other stakeholders but many of the key design objectives remain unchanged.

The new Sherwood Close will:

n be a thriving neighbourhood with green tree lined avenues, communal courtyards, private gardens, play areas and private amenity spaces for residents to enjoy

n open up the northern boundary to re-establish links through the park to West Ealing’s transport connections and shopping facilities to the north as well as providing the residents of Tawny Close and Sherwood Close with the opportunity to more conveniently get to the bus stops at the north end of Northfield Avenue

n have distinctive houses, light filled buildings, lining two new traditional streets lined with front doors and a mansion block along Northfield Avenue

n have access to a range of private communal and public garden spaces gardens within the mansion blocks offering the opportunity for smaller social groups to evolve within the wider community

n provide a range of mixed tenure homes built to high space standards

n have an efficient, locally based and resident-driven housing management service, with service charges that maximise value for money

n be a socially sustainable community, with residents taking an active role in all aspects of their neighbourhood

n have community facilities at the heart of the scheme, and a community development programme supported by substantial revenue funding

n provide benefit for residents through employment and training programmes

n be a model that residents come to visit from other estates to see how successful regeneration can be accomplished

2.8 Project TeamAffinity Sutton Homes and the pre-planning project and design team have been working with the residents to communicate the vision so that it can become part of a shared vision for the regeneration of Sherwood Close. Furthermore, the delivery of this vision will depend on the creation and maintenance of a strong effective partnership with the Ealing Council and local residents.

The project and design team appointed during the pre-planning process by Affinity Sutton and up to planning submission was a robust team of recognised industry specialists in their fields.

echarris.com 9



3 Procurement Process

3.1 Procurement Strategy Process

The pre-qualification process is intended to identify minimum 5 parties (as prescribed by the EU procurement regulations) who sufficiently satisfy Affinity Sutton pre-qualification to be invited to move on to tender stage. To be successful in pre-qualifying Contractors will need to demonstrate their ability to deliver similar projects to a high quality and show how they added value to the project through their construction experience.

Those contractors who are invited to tender for the project will be selected based on their relevant experience of delivering quality schemes and the price they return. The process will identify a preferred applicant who will be appointed on a Design & Build basis using the JCT form of contract, and will be required to engage with the wider team to demonstrate value throughout the procurement and delivery stages of the project.

Affinity Sutton Homes requires Contractors which are:

n are financially sound

n have suitable technical skills in respect of design, programming, coordination, integration and construction related activities

n possess and understand the issues relating to delivery of such projects

n possess the necessary skills in translating Affinity Sutton brief into appropriate and suitable proposals and can provide evidence of delivery via appropriate references

n have expertise and a proven commitment to collaboration and partnering

n seeking responses from contractors whom promotes sustainable development

Affinity Sutton Homes is seeking responses from suitable bidders which have an active company policy on environmental protection and promotes sustainable development.

Affinity Sutton Homes reserves its rights during the process to either continue or bring to an end the process without any liability aside from those liabilities defined within the tender documents.

3.2 Overview of the Procurement Process

This section of the document provides and outline of the procurement process that Affinity Sutton Homes intends to follow although it reserves the right to amend this process or cancel the procurement at any stage without consultation.

Those who wish to be considered as potential applicants (“Contractors”) should confirm their interest by completing the Pre-Qualification Questionnaire (PQQ) by the deadline of 6th March 2015. This document is being provided on the same basis to all Contractors, although Affinity Sutton reserves the right to seek clarification on submissions from individual Contractors.

3.3 Eligibility

Affinity Sutton may treat an applicant as ineligible to qualify if the applicant submits a questionnaire that is incomplete or not received by 6th March 2015. Affinity Sutton however, reserves the right at its discretion to request further relevant information to expand or clarify the answers contained in the questionnaire from any applicant.

3.4 Selection and Evaluation

The procurement of the contractor will be dealt with under a single stage design and build contract through an OJEU Restricted Procedure. This means that potential Contractors are invited to make an application to an advertisement and complete a PQQ for the required work.

echarris.com 10



A selection process will be carried out to determine a tender shortlist. Affinity Sutton will evaluate candidate’s responses to the PQQ taking into account the economic and financial standing and the technical capacity to undertake the project and provide the works required. In particular, Affinity Sutton is seeking to choose applicants which can demonstrate:

1) Expertise in undertaking new build housing and regeneration work. In particular working in an inner city location delivering a range of mixed tenure residential property similar to the product envisaged in this project.

2) Experience of successfully delivering contracts in partnership.

3) Experience of adding value to the private housing, affordable and non-residential elements of the development (phase dependant).

4) Experience in working on projects of similar characteristics and handing over a quality product.

5) Experience of delivering best value and continuous improvement in relation to economy, efficiency and effectiveness.

6) Experience of collaboration and consultation with the community in delivering complex regeneration schemes.

7) Experience of providing existing residents with a positive experience.

Affinity Sutton will have regard to Contractors technical ability and evidence of successful case studies of similar projects. Contractors should ensure that all references Affinity Sutton take up are provided in a timely manner, as failure to provide prompt and detailed information may result in that candidate not being selected.

Contractors shortlisted for will be invited to submit proposals in response to an Invitation to Tender (ITT) document.

3.5 Proposed Procurement Timetable

Affinity Sutton envisages the following procurement timetable although applicants should note that the timetable may be subject to change.

The table below provides an overview of the key dates within the procurement process

Procurement Process TimescaleOJEU notice placed for PQQ 30th January 2015

Final date for potential applicants to submit queries (17:00pm) 5th March 2015

Final date for potential applicants to submit a PQQ (12:00pm) 6th March 2015Issue of Invitation to Tender (ITT) 3rd April 2015

Deadline for return of tenders 26th June 2015

Identification of preferred applicant 14th August 2015

Notification to successful applicant 21st August 2015

Anticipated commencement date Late 2015

Contractors are able to seek clarification or explanation of the PQQ, if necessary, though detailed discussions regarding the procurement will not be entered into at this stage. Any questions about the procurement should be submitted by letter or e-mail to the contact stated below:

By email: [email protected]

By letter: Michelle Hannah

EC Harris

34 York Way

London, N1 9AB

echarris.com 11


mailto:[email protected]


All correspondence must carry the reference: “Sherwood Close – PQQ Clarification for Main Contractor Procurement”. Although every effort will be made Affinity Sutton accepts no liability for unanswered correspondence which does not clearly carry the reference stated above.

All queries are requested in writing so that they may be documented. Responses to questions / requests for clarification will be answered directly to the inquiring Contractor.

Any question or request for clarification deemed to be of material significance, both the query and the response will be made available to all potential Contractors via a Questions and Answers document. This document will be posted every Friday by 12 noon on Affinity Sutton’s website where they will be communicated in a suitably anonymous form.

It is Contractor’s responsibility to review this document as questions and answers will not be distributed by Affinity Sutton to each and every Contractor.

The web site address is as follows:

http://www.affinitysutton.com/about_us/tender_opportunities.aspx

The tender will invite the short-listed contractors to provide a fixed price for the Phase 1 works based on clear deliverables. Affinity Sutton Homes reserve the right to work with the Contractor and their supply chain on the provision of design critical aspects of the projects.

3.6 Submission of PQQ

An electronic copy of your submission should be sent in PDF format by email, and should be returned to [email protected]. The e-mail subject line should be titled “Sherwood Close – PQQ Submission for Main Contractor Procurement”.

Affinity Sutton’s IT system identifies and logs all issues, complete with date and time stamps with its e-mail system and can therefore identify if the system was down at any point. If the e-mail system does fail and bidder’s e-mails are not able to be received additional time will be granted for e-mail submissions or late e-mail submissions will not be disregarded. Where there has been no failure by Affinity Sutton systems extensions shall not be granted nor shall late submissions be accepted.

Before short listing it may be necessary for Affinity Sutton to seek clarification of particular details in bidders’ PQQ submissions.

3.7 Disclaimer

Although every care has been taken in the preparation of this document, its contents do not and are not intended to constitute any form of representation, warranty or undertaking, express or implied. No responsibility or liability will be accepted by the Affinity Sutton, or their employees, servants, agents or advisors (“Representatives”) if this document or any other written or orally communicated information or data made or to be made available to any person is inaccurate or incomplete in any way.

Potential applicants are therefore responsible for making such checks and investigations, as they consider appropriate. Neither the receipt of this document nor any information contained in it or distributed with it or subsequently communicated to any person is or is to take as constituting the giving of investment advice by the Affinity Sutton or any Representatives.

The Affinity Sutton reserves the right at any time:

1) To change its procedures and/or criteria or processes for the procurement of this project

2) Not to follow up this document in any way and/or to withdraw from the process

3) Not to award a contract, and

4) To alter the timetable for the process for contract award.

No expense incurred by any person will be reimbursed and neither Affinity Sutton nor any of their representatives will as a result be liable in any way to any person as a result of the completed Pre-Qualification Questionnaire.

echarris.com 12


http://www.affinitysutton.com/about_us/tender_opportunities.aspx


3.8 Useful Contact Points

Queries relating to any points in this document or in the supporting material should be raised in writing and submitted to [email protected].

The deadline for any queries is 17:00pm on 5th March 2015.

echarris.com 13



4 Pre-Qualification QuestionnaireThe Pre-Qualification Questionnaire is to be completed in this Word document provided, and returned in a PDF format via email as per the PQQ return instructions in Section 3.6. The questions are set out below and have been designed to give Affinity Sutton all the information they need to assess whether you can be included on the tender list for this contract.

There are 9 sections to the PQQ including:

n Section A – Organisational Information

n Section B – Economic and Financial Standing

n Section C – Professional and Business Standing

n Section D – Insurance

n Section E – Health & Safety

n Section F – Contractual Requirements

n Section G – Technical Knowledge, Skills and Capabilities

n Section H – Declaration

The Pre-Qualification Questionnaire is to be completed by 6th March 2015.

Scoring informationThe table below highlights how each section is evaluated and scored.

The Pass / Fail and For Information sections do not carry forward to the scoring calculation, nor are they given a ‘mark out of 5’. They represent ‘minimum standards required’ or ‘minimum information expected’ to be supplied by any Contractor wishing to be considered for this competition. In order to be considered for the scheme the Contractor must achieve a ‘pass’ against each of the questions within the identified sections. Failure to achieve a ‘pass’ against any single question may constitute the contractor failing to meet the ‘minimum standard required’ or ‘minimum information expected’ and the submission may not therefore be adequate for further consideration.

Where an explanatory note, mitigation strategy, or corrective procedure had been provided in response to a ‘Pass / Fail’ questions or section, the Evaluation Panel will consider these in support / mitigation of a response. As such the greater the detail provided in support of responses and the Contractor’s associated openness may further assist the assessment of the submission and potentially the likelihood of the Contractor successfully achieving the ‘minimum standard’.

Section Weighting

A Organisation details For information only

B Economic and Financial Standing Pass / Fail

C Professional and Business Standing Pass / Fail

D Insurance Pass / Fail

E Health and Safety Pass / Fail

F Contractual Requirements For information only

G Technical Knowledge, Skills and Capabilities Weighted Scores

H Declaration Pass / Fail

echarris.com 14



4.1 Section A – Organisational InformationThis section is for information only and is not evaluated as part of the PQQ scoring process.

All answers should be completed in the grey box beneath each question. If you are providing supporting evidence please reference the appendix to which this relates.

A1Name, position and address of principal contact to where any future correspondence is to be sent in connection with this matter

A2Contact telephone, facsimile numbers and e-mail

A3Full name of organisation in whose name the tender would be submittedAddress / registered office

A4Principal place of business, if different from above

A5Legal status (e.g. partnership, private, limited company)

A6

If your company is a subsidiary company please provide the name, registered office address and the company number of the parent/holding company & the ultimate parent company if applicable

A7Date of incorporation, formation of partnership or commencement of business

A8Registered company number

A9Registered VAT number

A10If your organisation is a member of a group of companies, the name, address and registration number of the holding company

A11Number and locations of premises from which your organisation provides works similar to those required

echarris.com 15



4.2 Section B – Economic and Financial StandingThis section includes pass / fail questions and is evaluated as part of the PQQ scoring process – see scoring information at the beginning of Section 4 for further details.


B1

Please provide us with a copy of your D&B Compact, Equifax or Experian financial report dated within a maximum term of 2 weeks prior to the return of the tender date.Bidders will pass the requirements for economic and financial standing if the credit report shows that ALL of the following criteria have been met:

An annual turnover of no less than 4 times the estimated contract sum for Phase 1 (estimated £14m).

A net worth higher than the contract sum.

Confirm that a 10% performance bond will be provided on request from either a Brit -ish high street bank, Bank or insurance company listed in major stock exchange of the UK or US or any insurance company with an “investment grade” credit rating from a major rating agency.

B2

Affinity Sutton shall only accept financial accounts in place of a D&B Compact, Equifax or Experian financial report where the organization are a Partnership or there are concerns as to the accuracy of the information held on the credit report but you still consider that there is sufficient justification for Affinity Sutton to consider your organization.In such cases please provide an overview explanation along with a copy of the most recent audited accounts that cover the past three years of trading or for the period that is available if trading for less than three years. These will be reviewed and taken into account for the financial evaluation of your organization against the pass / fail criteria above in Section B1

B3

In the event that your organisation is a member of a group or bidding as a consortium and your organisation’s financial viability is considered to be dependent on the other members of the group, your organisation will be required to procure a parent company guarantee on terms acceptable to Affinity Sutton. For example, this may be due to bank facilities due for renewal, cross collateralisation of the subsidiary’s assets for group borrowing facilities, high gearing or deteriorating economic or financial performance or any other circumstance Affinity Sutton sees fit. Please confirm a parent company guarantee will be made available or confirm that your organisation is not a member of a group/consortium

echarris.com 16



4.3 Section C – Professional and Business StandingThis section includes pass / fail questions and is evaluated as part of the PQQ scoring process – see scoring information at the beginning of Section 4 for further details.


C1

Affinity Sutton shall exclude any bidders from the tender process who satisfy any of the criteria for rejection set out in Regulation 23(1) of Public Contracts Regulations 2006. These can be found in Appendix A point 1.0Please confirm that none of these apply.

C2

Affinity Sutton shall exclude bidders from the tender process for reasons found in Appendix A point 2.0.Please confirm that none of these apply.Please note that Affinity Sutton may seek evidence at a later date, in confirmation of your answers to questions C2 and C1 above

echarris.com 17



4.4 Section D – InsuranceThis section includes pass / fail questions and is evaluated as part of the PQQ scoring process – see scoring information at the beginning of Section 4 for further details.


D1

Affinity Sutton’s minimum insurance requirements (for each and every claim) in relation to this contract are:

Employers Liability £5,000,000Public Liability £10,000,000Professional Indemnity or Product Liability (where required) £10,000,000Contractors All Risk Insurance £5,000,000

Please provide the insurance certificate, the policy numbers or some form of evidence from your insurers that these insurances are in place.

D2

In the case of inadequate cover (D1), please provide evidence from your insurers that you will be able to increase your cover to the required amounts should you be successful in this process.

echarris.com 18



4.5 Section E – Health and SafetyThis section includes pass / fail questions and is evaluated as part of the PQQ scoring process – see scoring information at the beginning of Section 4 for further details.


E1Please enclose a signed and dated copy of your organization's Health and Safety Policy statement (Part One).

E2Please give the name and job title of the person responsible for the implementation of your organization’s safety policies and procedures.

E3

Please confirm your membership to a competence assessment scheme such as Safety Schemes in Procurement (SSIP) or one of its member organizations (e.g. the Contractor’s Health and Safety Assessment Scheme - CHAS). Please note that membership to SSIP or one of its member organizations will be a term of the contract.

echarris.com 19



4.6 Section F – Contractual RequirementsThis section is for information only and is not evaluated as part of the PQQ scoring process.


F1Please confirm that where applicable your organization complies with UK statutory laws.

F2Please confirm that, where applicable, your organization complies with current anti-discrimination legislation.

echarris.com 20



4.7 Section G – Technical Knowledge, Skills and CapabilitiesThere is a separate set of questions on your technical knowledge, skills and capabilities you need to answer. The questions are listed on the next page. You must complete and upload your response, along with any other supporting documentation here.

Scoring for Section G – Technical Knowledge, Skills and Capabilities

Responses from applicants will be assessed using a base scoring system between 0 and 5 as defined below and prior to the weighting being applied.

Nr Topic Weighting Marks

G1 Case studies ( 5 marks for each study) 30% 15

G2 Contract Management 20% 5

G3 Managing delivery and engagement 30% 5

G4 Innovation 10% 5

G5 Market Sales 10% 5

Score Scoring Criteria

0 Unacceptable – no evidence provided.

1 Unsatisfactory – significant weakness and failure to address requirements or misalignment between proposed approach and resources.

2 Less than satisfactory – meets most requirements but with significant shortcomings e.g. in terms of approach and resources.

3Satisfactory – satisfies the project requirements. Please note that this is not similar to ‘adequate’ or ‘mediocre’ but the requirements have been met and the resources align with the approach or undertakings.

4 Better than satisfactory – more than meets the requirements though significant additional input in terms of resources, approach or standards to be achieved.

5 Excellent – considerably exceeds the minimum requirements in terms of approach, resources and our outcomes to be delivered.

echarris.com 21



Technical Question G1

G1

Please provide three, relevant to Sherwood Close, examples of completed mixed tenure residential led, urban developments, in excess of £10-20 million construction value within the last three years. Project examples should be from the UK or other EU countries. Each example must be a maximum of 400 words plus 1 A4 pages of images that specifically address the criteria set out below.

For each example please set out the following information:

1) Project Name

2) Location

3) Start on Site

4) Completion

5) Construction Value

6) Form of Procurement

7) Total Number of Units

8) Affordable/Private Ratio

9) List of any Scheme Awards

10) Client Organisation

11) Client Contact

12) Title/Role of Client Contact

13) Client Email Address

14) Confirm the key design standards that were achieved (e.g. Code for Sustainable Homes etc)

15) Project Description – insert general project description, specific challenges and constraints, opportunities that demonstrate why you have the past experience to deliver Sherwood Close in accordance with Affinity Sutton’s project objectives.

Scoring Maximum Score Weighting Further information

5 marks per example

15 marks in total30%

Points 1 to 14 are Pass / Fail therefore all this information must be provided.

Point 15 will be scored as described on the left hand side to this box.

echarris.com 22




G2

Please provide details in the form of linking to one of the case studies provided in response to G1 which demonstrates your contract management methodology, procurement and supply chain management expertise and your management and monitoring of your supply chain particularly in terms of deriving best value, security of supply and ensuring quality and on time delivery.

Maximum page limit of 2 A4 pages

Scoring Maximum Score Weighting

5 marks 20%

echarris.com 23




G3

Sherwood Close poses some clear challenges in terms of managing the build and ensuring the residents and the decant processes are managed successfully. Using examples from similar projects please highlight your past experience in mixed tenure residential led, urban development highlighting:

Issues experienced with such builds and their successful resolutions.

Good practice & innovation how it was determined and applied successfully.

Your processes and tools used on previous projects to successful communicate with stakeholders ensuring expectations were managed in a positive way.

Examples of activities undertaken to engage with all stakeholders, lessons learnt, successful approaches.

Mitigation plans demonstrating you have the relevant experience to successfully deliver a project of this nature.

Maximum page limit of 3 sides of A4


5 marks – 1 mark per bullet point 30%

echarris.com 24




G4

Please provide examples of how you have brought innovation or added value to previous or current projects in which you have been involved in addition please provide any proposals for innovation or added value that could be brought to the Sherwood Close project. This may relate to technical, financial, legal, sales or any other area.

Maximum page limits of 1 sides of A4.


5 marks 10%

echarris.com 25




G5Please provide examples that demonstrate your ability to deliver high quality private sale residential units and how you have assisted in maximising sales values.

Maximum page limits of 1 sides of A4.


5 marks 10%

echarris.com 26



4.8 Section H - Declaration

H1

Please sign and complete the attached declaration document. The document is attached within Appendix F.Have you attached the relevant document?

Please note that your declaration should be signed by a duly authorised representative in their own name and on behalf of the applicant/each member of the applicant group.

echarris.com 27



Appendix A – Professional Business and Standing

echarris.com 28



Appendix A1

1.0 Regulation 23(1) Public Contracts Regulations 2006 (as amended) Criteria for the rejection of economic operators

23. (1) Subject to paragraph (2), a contracting authority shall treat as ineligible and shall not select an economic operator in accordance with these Regulations if the contracting authority has actual knowledge that the economic operator or its directors or any other person who has powers of representation, decision or control of the economic operator has been convicted of any of the following offences—

(a) conspiracy within the meaning of section 1 of the Criminal Law Act 1977[26] where that conspiracy relates to participation in a criminal organization as defined in Article 2(1) of Council Joint Action 98/733/JHA[27];

(b) corruption within the meaning of section 1 of the Public Bodies Corrupt Practices Act 1889[28] or section 1 of the Prevention of Corruption Act 1906[29];

(c) the offence of bribery;

(d) fraud, where the offence relates to fraud affecting the financial interests of the European Communities as defined by Article 1 of the Convention relating to the protection of the financial interests of the European Union, within the meaning of—

(i) the offence of cheating the Revenue;

(ii) the offence of conspiracy to defraud;

(iii) fraud or theft within the meaning of the Theft Act 1968[30] and the Theft Act 1978[31];

(iv) fraudulent trading within the meaning of section 458 of the Companies Act 1985[32];

(v) defrauding the Customs within the meaning of the Customs and Excise Management Act 1979[33] and the Value Added Tax Act 1994[34];

(vi) an offence in connection with taxation in the European Community within the meaning of section 71 of the Criminal Justice Act 1993[35]; or

(vii) destroying, defacing or concealing of documents or procuring the extension of a valuable security within the meaning of section 20 of the Theft Act 1968;

(e) money laundering within the meaning of the Money Laundering Regulations 2003[36]; or

(f) any other offence within the meaning of Article 45(1) of the Public Sector Directive as defined by the national law of any relevant State.

(2) In any case where an economic operator or its directors or any other person who has powers of representation, decision or control has been convicted of an offence described in paragraph (1), a contracting authority may disregard the prohibition described there if it is satisfied that there are overriding requirements in the general interest which justify doing so in relation to that economic operator.

(3) A contracting authority may apply to the relevant competent authority to obtain further information regarding the economic operator and in particular details of convictions of the offences listed in paragraph (1) if it considers it needs such information to decide on any exclusion referred to in that paragraph.

1 This Appendix details regulation 23 of the Public Contracts Regulations 2006 and should not be amended.

echarris.com 29


http://www.opsi.gov.uk/si/si2006/20060005.htm#note36%23note36












2.0 Affinity Sutton Criteria for the rejection of economic operators:

n Being an individual, they are bankrupt or being wound up, are having their affairs administered by the courts, have entered into an arrangement with creditors, have suspended business activities, are the subject of proceedings concerning those matters, or are in any analogous situation arising from a similar procedure provided for in national legislation or regulations;

n They have been convicted of a criminal offence concerning the conduct of their business or profession;

n They have been guilty of grave professional misconduct in the course of their business or profession;

n They have not fulfilled obligations relating to the payment of social security contributions or the payment of taxes in accordance with the legal provisions of the country in which they are established;

n They are guilty of serious misrepresentation in providing any of the information required by this PQQ

echarris.com 30



Appendix B – Accommodation Schedule

echarris.com 31



Affordable Housing includes:

Market Sale includes:

Total summary includes:

echarris.com 32



Appendix C – Demolition Phasing

echarris.com 33



echarris.com 34



Appendix D – Indicative Construction Phasing

echarris.com 35



echarris.com 36



Appendix E – Masterplan

echarris.com 37



echarris.com 38



echarris.com 39



Appendix F – Declaration

echarris.com 40



DECLARATION:

I hereby certify that the information supplied is correct. I agree to Affinity Sutton Homes seeking references in connection with this application. I confirm that I am authorised to complete and sign this form.

I have attached all information requested, including a letter duly signed by a Director/Partner to certify that there are no grounds upon which the application should be rejected.

Name of person completing application form:

Designation:

Signature:

Date:

echarris.com 41


downloads.projectcompass.co.ukdownloads.projectcompass.co.uk/18061/...market-brief-2… · web...

Documents