Estate Management Services 2023
A Tender Notice
by FORESTRY AND LAND SCOTLAND
- Source
- Find a Tender
- Type
- Contract (Services)
- Duration
- 35.5 month
- Value
- £2M
- Sector
- BUSINESS
- Published
- 19 Dec 2022
- Delivery
- To 18 Jan 2026 (est.)
- Deadline
- 03 Feb 2023 12:00
Concepts
Location
Scotland: National
1 buyer
- Forestry & Land Scotland Inverness
Description
The Estate Management Services contract will provide FLS’ Commercial Development and Buildings teams with the additional resources and expertise required to meet organisational objectives and manage their wider assets and third-party requirements. The services required will include a comprehensive range of professional estate management services
Lot Division
1 | Building Surveying, Architectural & Project Services
FLS has an ongoing requirement for professional Building Surveying, Architectural and Project Services. This includes: - Buildings Surveys; - Design studies; - Specification of required works; - Project delivery and contract administration from inception to completion; - Feasibility studies; and - The organisation and management of reactive works. The Services required relate to Maintenance; Rationalisation; Refurbishment; Improvements; and New builds. The Services may apply to any of FLS' buildings and will include offices, farms, deer larders, workshops, stores, houses, visitor centres and historic buildings. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
2 | Land Agency Services
As managers of the extensive and diverse national forest estate, comprising a broad range of land and built assets and legal interests, FLS has an ongoing requirement for professional Land Agency Services relating to the following work areas: Disposals (excluding woodland disposals); Acquisitions; Excambions; Servitudes; Wayleaves; Leases; Agreements; Valuations linked to these Services; Visitor centres and services; and Other general estate management related advice and negotiations. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
3 | Annual Asset Valuations
FLS has an ongoing requirement for professional Valuation Services. The specific services pertaining to this Lot, includes: - To agree valuation methodology annually with FLS staff and auditors. - To provide compliant valuation report encompassing the valuations below to the nominated FLS Contract Manager and other FLS staff as requested, engaging with FLS staff, undertaking site visits throughout Scotland as required by the agreed methodology and meeting milestones agreed at the beginning each annual valuation. - Annual Forest and Land Valuations - The valuation of productive woodland and solum, having regard to management data provided by FLS (growing timber is categorised as a biological asset for agricultural produce per IAS 41). These valuations are currently grouped as a) broadleaves b) confers and c) solum and reported as GBP/ha for each group, separately stated across the 5 FLS Regional areas. (FLS calculates actual values for the Annual Financial Statements by applying the given GBP/ha rate to area figures per FLS end of year data.) - Site visits to around 20 sample forest blocks across Scotland to check accuracy of forest management data held in FLS systems - Valuation of remainder of land in line with FLS’ management data. This is grouped according to various land use classifications and the Service Provider will be required to determine the average values (GBP/ha), currently in the following headings: Specialist Crop, Subsidiary Plantable Crop, Subsidiary Unplantable Crop, Agricultural Land and Car Parks. - Annual Lease Valuations - The valuation of renewable energy leases for wind, hydro and battery schemes based on data provided by FLS. - The valuation of a variety of leases for general commercial activities. - Expressly excluded from this Lot is the valuation of telecommunication masts and mineral leases that are valued by others. - Annual Building Valuations - The valuation of a wide range of buildings. The buildings are grouped into five FLS Regional areas. One area will be considered in detail each year, with an indexation applied to the buildings in the other four Regions. The Region being reviewed will be rotated each year, ensuring a full revaluation of every building every five years. - Site visits and inspections are expected to be carried out as required. - Providing valuation expertise, advice, support and/or guidance in relation to methodology and values of land, buildings or others associated assets as requested by FLS, their auditors or other parties on behalf of FLS from time to time. This will include attending meetings with FLS staff, auditors and others as relevant. Facilitating the transition of valuation services to any successor Service Provider, this may include transfer of valuation documents. Retaining all documents in secure storage for a period of 7 years. (As the valuation is for financial accounting purposes, all documents relating to the contract and its performance may be subject to audit review and must be kept for 7 years.) Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
4 | Woodland Disposals
The Service Provider will act in the capacity of consultants and shall advise FLS on the value of the land, the best route to market for the identified land and shall market and sell the land on behalf of FLS. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
5 | Minerals Consultancy and Management
Forestry and Land Scotland (FLS) manages approximately 640,000ha across Scotland on behalf of the Scottish Ministers, which includes extensive rights to the minerals under the surface. Currently various sites with mineral interests are leased to minerals operators and worked as hardrock, sand and gravel quarries. In addition, a number of shorter term extraction licences and exploration agreements are granted to interested parties. FLS seeks to obtain best value from the management of the assets under their control and to develop new income streams where possible. In order to assist them in this process FLS are seeking to appoint a minerals agent who is well engaged within the minerals industry to recommend and deliver potential new income streams. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
6 | Vacant and Derelict Land Consultancy
FLS requires additional support to provide technical advice, data and information on open cast coaling and vacant and derelict land sites (VDL sites) with regards to woodland restoration on these sites. The sites include those within direct FLS ownership and those where FLS are working in Partnership with other landowners with the aim to acquire these sites once remediation work has completed. In addition the winning bidder will be required to provide input into guidance documents and technical discussions with regulatory bodies such as SEPA. FLS requires technical advice on commercial forest soil restoration and planting on former open cast coaling sites, in particular the design of drainage and soil creation to set specifications for these sites. In addition technical input may be required in relation to the creation of FLS VDL remediation guidance documents and to aid discussions with regulatory bodies such as SEPA Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
7 | Telecommunications: Landlord focused professional services
Forestry and Land Scotland (FLS) hosts a large and expanding portfolio of telecom masts by all the main telecom Operators and broadcast/transmission enablers who provide commercial and emergency (“blue light”) communication services. The portfolio comprises 175 exiting leases and this will increase substantially with the deployment of the Shared Rural Network (SRN) programme across Scotland. FLS has an ongoing requirement for a suitably experienced Service Provider to act on behalf of, and advise, FLS on all landlord focused matters relating to the management of the existing portfolio of telecom leases and grant of new leases. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
8 | Strategic Planning & Development advice
Forestry and Land Scotland (FLS) has an ongoing requirement for a suitably experienced Service Provider to act on behalf of, and advise, FLS on all matters relating to its planning and development matters on FLS landholding as required. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
9 | Restoration valuations for renewable schemes
Forestry and Land Scotland (FLS) have procured a ready-reckoner (RR) to aid in the calculation of appropriate restoration amounts for windfarms, and some reviews have been successfully undertaken. However, these are now several years old, and advances have been made in both technology, and market understanding of the costs involved with such restorations. FLS staff have limited expertise for calculating these amounts and need expert professional advice. FLS is therefore seeking a suitably experienced Service Provider to calculate appropriate restoration valuations for several schemes, and to assist in negotiations with operators to agree these amounts. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
| ||||
10 | Natural Capital Finance Consultancy
Forestry and Land Scotland (FLS) is exploring opportunities for delivering Nature-Based Solutions on national land, funded through blended finance. FLS has identified a significant pipeline of projects eligible for the UK Woodland Carbon Code and Peatland Code across our landholding. FLS is now exploring options for financing and delivering this pipeline over the next 5 years in line with the Scottish Government’s Interim Principles of Responsible Investment in Natural Capital. Beyond this identified pipeline of carbon projects, there is potential to develop further additional Nature-Based Solutions focussing on biodiversity enhancement or climate adaptation if appropriate funding models and mechanisms can be developed. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Award Criteria
|
Renewal Options
FLS has the option to extend any or all lots for up to twenty-four (24) months. FLS may extend the period of the Contract on more than one occasion.
CPV Codes
- 77300000 - Horticultural services
- 71315300 - Building surveying services
- 71000000 - Architectural, construction, engineering and inspection services
- 71200000 - Architectural and related services
- 71210000 - Advisory architectural services
- 71220000 - Architectural design services
- 71221000 - Architectural services for buildings
- 71240000 - Architectural, engineering and planning services
- 71250000 - Architectural, engineering and surveying services
- 71251000 - Architectural and building-surveying services
- 71242000 - Project and design preparation, estimation of costs
- 71321000 - Engineering design services for mechanical and electrical installations for buildings
- 79311100 - Survey design services
- 79415200 - Design consultancy services
- 70120000 - Buying and selling of real estate
- 77231500 - Forest monitoring or evaluation services
- 79419000 - Evaluation consultancy services
- 70000000 - Real estate services
- 70110000 - Development services of real estate
- 70123000 - Sale of real estate
- 70123200 - Sale of non-residential estate
- 70300000 - Real estate agency services on a fee or contract basis
- 70330000 - Property management services of real estate on a fee or contract basis
- 70121000 - Building sale or purchase services
- 70121100 - Building sale services
- 70122000 - Land sale or purchase services
- 70122100 - Land sale services
- 70122110 - Vacant-land sale services
- 70310000 - Building rental or sale services
- 70320000 - Land rental or sale services
- 70322000 - Vacant-land rental or sale services
- 70121200 - Building purchase services
- 70122200 - Land purchase services
- 70122210 - Vacant-land purchase services
- 79211120 - Sales and purchases recording services
- 45112350 - Reclamation of waste land
- 45112360 - Land rehabilitation work
- 70321000 - Land rental services
- 70332100 - Land management services
- 90722300 - Land reclamation services
- 32412100 - Telecommunications network
- 64200000 - Telecommunications services
- 71316000 - Telecommunication consultancy services
- 71356400 - Technical planning services
- 77231900 - Forest sectoral planning services
- 90712000 - Environmental planning
- 90712200 - Forest conservation strategy planning
- 90712400 - Natural resources management or conservation strategy planning services
- 45454100 - Restoration work
- 31121300 - Wind-energy generators
- 31121340 - Wind farm
- 71314000 - Energy and related services
- 71314200 - Energy-management services
- 71314300 - Energy-efficiency consultancy services
- 14523100 - Minerals
- 71313000 - Environmental engineering consultancy services
- 71351200 - Geological and geophysical consultancy services
- 71351210 - Geophysical consultancy services
- 71351220 - Geological consultancy services
- 71600000 - Technical testing, analysis and consultancy services
- 71621000 - Technical analysis or consultancy services
- 73220000 - Development consultancy services
- 73200000 - Research and development consultancy services
- 90713000 - Environmental issues consultancy services
- 77231100 - Forest resources management services
- 79420000 - Management-related services
- 90710000 - Environmental management
- 24311800 - Carbon
- 90731210 - Purchase of CO2 emission credits
- 72224000 - Project management consultancy services
- 73000000 - Research and development services and related consultancy services
- 73210000 - Research consultancy services
- 79411100 - Business development consultancy services
Indicators
- This is a recurring contract.
- Renewals are available.
- Professional qualifications are sought.
- Staff qualifications are relevant.
Other Information
** PREVIEW NOTICE, please check Find a Tender for full details. ** SUB-CONTRACTING: If bidders wish to utilise sub-contractors for the delivery of any part of the contract, a "Sub-Contractor SPD (Scotland)" must be completed by each sub-contractor you wish to use and be submitted by bidders in the indicated section within their own SPD (Scotland) response found within the "Master ITT" in PCS-Tender. Service Providers may add sub-contractors at any time whilst the Contract is live by submitting a completed "Sub-Contractor SPD (Scotland)" to the appropriate FLS Contract Manager for approval. Whilst FLS encourage our prime contractors to offer sub-contracting opportunities through PCS in order to reach a wider number of SMEs, this is not a mandatory condition of this Contract. SPECIFICATION: Bidders must refer to BOTH "Schedule 1.0 - Specification and Service Levels" AND a Lot specific specification (Schedules 1.1 - 1.10) for each Lot that they wish to bid for. Schedules 1.0 - 1.10 can be found within the "FLS-0030-C Terms and Conditions" document within the PCS-Tenders project. COMMUNITY BENEFITS: A mandatory, scored, community benefits question has been included for lots 1, 2, 3, 4, 5 & 10 - full guidance and examples can be found within each applicable Lot specific ITT within PCS-Tender, and within the "FLS-0030-C Evaluation and Award Criteria" document within the PCS-Tenders project. SCORING: Full details of the question scoring methodology for technical questions can be found in the "FLS-0030-C Evaluation and Award Criteria" document within the PCS-Tenders project. REGULATION 72(1): Bidders should note that although the value for each Lot has been estimated, FLS may modify the Contract, irrespective of the monetary value of those modifications, within the scope permitted under Regulation 72(1) and specifically Regulation 72(1)(a) of The Public Contracts (Scotland) Regulations 2015, should operational reasons require it. Full details can be found within "Schedule 1.0 - Specification and Service Levels". GUIDANCE FOR BIDDERS: The documents contained within the PCS-T project will guide bidders in completing their bid, however, if bidders require further guidance or assistance, this can be found through the following organisations: - The Scottish Government Supplier Journey:https://www.supplierjourney.scot/ - The Buyer Help and Guidance on PCS-T here: https://www.publictendersscotland.publiccontractsscotland.gov.uk/web/buyerhelp.h... - The Supplier Developer Programme is available to assist Suppliers with public procurement including training events: https://www.sdpscotland.co.uk/region/public-bodies-forestry-commission/ The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 22962. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343 Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-pr... A summary of the expected community benefits has been provided as follows: Community Benefits are applicable to Lots 1, 2, 3, 4, 5 & 10 ONLY. Full details can be viewed in the "FLS-0030-C Evaluation and Award Criteria" document contained within PCS-Tender. (SC Ref:710427)
Reference
- ocds-h6vhtk-039287
- FTS 035887-2022