Find a TenderAwarded
Published 20 Jan 2023, 15:30 GMT

Official UK procurement notice

Maintenance Of Building Energy Management System Installations

Official notice

Authority: South Lanarkshire Council (Local council)

4 lotsServicesOpen procedureSME suitable
Published estimate£1,400,000total for 4 lots · 1 value update
Submissions closed 9 Jun 2023awarded 15 Jan 2024
Awarded to Chartwell Controls Limited +2 more4 awards

What is being bought4 lots · detail below

Published requirement description

The Council's Housing and Technical Resources Property Service have an ongoing requirement for a specialist contractor to provide a maintenance service for the Building Energy Management System (BEMS) and Under Floor Heating (UFH) within South Lanarkshire across a number of establishments including Council buildings, education and social care settings.

Maintenance of both the BEMS and UFH is essential to ensure that there is:

  • The optimum performance of the equipment controlled
  • Provision of thermal comfort levels to the working environment for the occupants of South Lanarkshire Council’s properties
  • Effective control of energy consumption, for energy efficiency purposes.

The maintenance of the works requires specialist skills and therefore the contract is split into four separate lots. These lots reflect the main types of equipment in use as follows:

Lot 1 - Trend Controllers

Lot 2 - Siemens Controllers

Lot 3 - Various Controllers

Lot 4 - Under Floor Heating

The contract will be procured via open procedure on the most economically advantageous tender (MEAT) criterion as a single source award per lot, which enables the Council to take account of criteria that reflect qualitative, technical, and sustainable aspects of the tender submission as well as price when reaching a decision.

The Council has adopted a sequential opening process for any tender exercise conducted per the following stages:

As part of Stage 1 the bidders will be required to complete a Single Procurement Document (SPD) as part of the Qualification envelope self-declaring that they meet the criteria requirements for the Lot(s) they have selected.

As part of Stage 2 the bidders will then be required to complete a Technical response based on technical specific questions related to the lot they have selected.

As part of Stage 3 the bidders will then be required to complete Commercial response based on activities associated to the lot they have selected.

As part of the tender evaluation process the Council will then request evidence from the bidder identified as having the highest MEAT prior to award.

The contract will be governed under the JCT Measured Term Contract (MTC/Scot) 2011 Edition.

CPV: Repair and maintenance services of building installations

Lots and requirements (4)Procurement structure

4 lots · all with a published value (£1,400,000 together) · same evaluation weights on every lot
Lot #1Trend ControllersAwardedRenewalPublished value£556,000

This Lot covers the requirement to maintain Trend controllers across 99 locations.

The Lot will be evaluated on the Most Economically Advantageous Tender (MEAT).

Delivery: Scotland
Extensions: Optional 24 months extensionVariant bids: not allowed
Lot #2Siemens ControllersAwardedRenewalPublished value£196,500

This Lot covers the requirement to maintain Siemens controllers across 35 locations.

The Lot will be evaluated on the Most Economically Advantageous Tender (MEAT).

Delivery: Scotland
Extensions: Optional 24 months extensionVariant bids: not allowed
Lot #3Various ControllersAwardedRenewalPublished value£297,500

This Lot covers the requirement for maintaining the following BEMS controllers across a number of locations:

TAC - 23 sites

Distech - 14 sites

Priva - 6 sites

Delta - 5 sites

Coster - 2 sites

Tridium - 2 sites

Andover - 1 sites

The Lot will be evaluated on the Most Economically Advantageous Tender (MEAT).

Delivery: Scotland
Extensions: Optional 24 months extensionVariant bids: not allowed
Lot #4Under Floor HeatingAwardedRenewalPublished value£350,000

This Lot covers the requirement to maintain Under Floor Heating across 62 locations.

The Lot will be evaluated on the Most Economically Advantageous Tender (MEAT).

Delivery: Scotland
Extensions: Optional 24 months extension.Variant bids: not allowed

What it takes to win
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How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored · same split on all 4 lots
Quality: 60%Price: 40%
Published sub-criteria (2)
  • Technical: 60%
  • price: 40%
Published award criteria (2)
  • Technical: 60
  • Price: 40
Lot distribution rule: Lots 1, 2 and 3.
Conditions of participation3
  • Suitability

    SPD Question 4A.1 Trade Registers

    It is a requirement of this tender that if the bidder is UK based they must hold a valid registration with Companies House. Where the bidder is UK based but not registered at Companies House they must be able to verify to the Councils satisfaction that they are trading from the address provided in the tender and under the company name given.

    If the bidder is based out-with the UK they must be enrolled in the relevant professional or trade register appropriate to their country as described in Schedule 5 of the Public Contracts (Scotland) Regulations 2015.

  • Economic & financial standing

    SPD Question 4B.4 Economic and Financial Standing

    The Council will use the following ratios to evaluate a bidders financial status:

    Profitability – this is taken as profit after tax but before dividends and minority interests. If a company makes a profit then it is a pass for this ratio.

    Liquidity – this is calculated as current assets less stock and work in progress, divided by current liabilities. If the answer is greater than or equal to one then it is a pass for this ratio.

    Gearing – this is calculated as the total external secured borrowing (short term and long term) divided by shareholder funds expressed as a percentage. If the answer is less than or equal to 100% it is considered a pass for this ratio.

    Minimum: Bidders must provide the name and value of each of the 3 ratios within their response to SPD question 4B.4. The Council requires bidders to pass 2 out of the 3 financial ratios above. Where 2 out of the 3 ratios cannot be met, the Council may take the undernoted into consideratio…
  • Technical & professional ability

    SPD Question 4C.1.2 Technical and Professional Ability

    With reference to the nature and details of the supplies/services that are the subject matter of this tender, relevant examples are to be provided of the supplies/services undertaken by the bidder in the last 3 years. You must describe in sufficient detail the required experience in terms of the specific supplies/services, the number of required examples, the minimum duration of experience e.g. 3 years and the value / scope of the previous projects e.g. must be of similar value to the contract being procured.

    SPD Question 4C.6 Technical and Professional Ability (Qualifications)

    The bidder as a company will hold the following accreditations:

    Lot 1 - The bidding company (or individual if a sole trader) and any subcontractor used by them to deliver the contract must be a Trend Technology Partner or in the process of attaining this partnership.

    Lot 2 - The bidding company (or individual if a sole trader) and any subcontractor used by them to deliver the contract must be a Siemens Solutions Partner or in the process of attaining this partnership.

    SPD Question 4C.10 Technical and Professional Ability (Sub-Contracting)

    Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.

    SPD Question 4D.1 Quality Assurance Schemes

    It is a mandatory requirement of this tender that bidders hold the following quality standard(s)/accreditation(s):

    ISO 90001:2015 Quality Management…

What this means for your bid
  • Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
20 Jan 2023, 15:30 GMT
Last source update
2 Feb 2024, 13:23 GMT
Award evaluation window
9 Jun 2023 – …
Authority reference
SLC/PS/HTR/22/017
FTS notice number
2024/S 000-003532
Classification (CPV)
Repair and maintenance services of building installations
Delivery area
Scotland (UKM95)
Official registry OCID
ocds-h6vhtk-039960 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment

Publisher note: Prior to any appointment being made (unless the information has already been submitted during the procurement process), the successful bidder(s) will provide the undernoted certificates and declarations to evidence their compliance with the questions within the Qualification Envelope relating to the SPD (Scotland). SPD Question 2D.1 - Prompt Payment Certificate SPD Questions 3A.1 to 3A.8 - Serious and Organised Crime Declaration SPD Question 3A.6 - Modern Slavery Act 2015 Declaration SPD Question 3C.1 - Blacklisting in the Construction Industry Declaration SPD Question 3D.11 - Non-Collusion Certificate SPD Question 4B.5.1 - Insurance Certificates Employers Liability - 10,000,000 GBP Public Liability - 5,000,000 GBP SPD Question 4C.6 - Trend Technology Centre Certification (Lot 1) SPD Question 4C.6 - Siemens Distribution Partner (Lot 2) SPD Question 4D.1 - ISO9001:2015 Certificate or equivalent SPD Question 4D.2 - ISO14001:2015 Certificate or equivalent Please note, the alternative review body to the local Sheriff Court detailed in VI.4.1 is: Court of Session Parliament House Parliament Square Edinburgh EH1 1RQ +44 1312252595 supreme.courts@scotcourts.gov.uk (SC Ref:756987)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
9 Jun 2023, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
9 Jun 2023, 12:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

6 Mar 2023 → 2 Feb 2024 · 4 dates
  1. Next notice expected
    6 Mar 2023
  2. Submission deadline
    9 Jun 2023, 12:00 BST
  3. Bids opened
    9 Jun 2023, 12:00 BST
  4. Notice published
    2 Feb 2024, 13:23 GMT

Notice history

5 events · 3 releases on Find a Tender · since 5 May 2023
  1. Published value updated to £1,400,000
    5 May 2023, 11:27 BST
    was £1,200,000
  2. Status changed to active
    5 May 2023, 11:27 BST
  3. Procurement method changed
    5 May 2023, 11:27 BST
  4. Deadline published: 9 Jun 2023, 12:00 BST
    5 May 2023, 11:27 BST
  5. Status changed to complete
    2 Feb 2024, 13:23 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 4
Awarded value £1,138,6554 contracts exc. VAT
Bids received 2519 from SMEs
Contracts signed 4latest 15 Jan 2024
Awarded toValueDateStatus
Lot 1 · Trend Controllers1 award
Chartwell Controls LimitedSME£317,205 †—Awarded
Lot 2 · Siemens Controllers1 award
BMSISME£205,240 †—Awarded
Lot 3 · Various Controllers1 award
BMSISME£221,060 †—Awarded
Lot 4 · Under Floor Heating1 award
Affiniti Response LimitedSME£395,150 †—Awarded

Contracts

  • Trend Controllers · Chartwell Controls LimitedSME

    Signed
    15 Jan 2024
    Value
    £317,205
    Status
    active
  • Siemens Controllers · BMSISME

    Signed
    15 Jan 2024
    Value
    £205,240
    Status
    active
  • Various Controllers · BMSISME

    Signed
    15 Jan 2024
    Value
    £221,060
    Status
    active
  • Under Floor Heating · Affiniti Response LimitedSME

    Signed
    15 Jan 2024
    Value
    £395,150
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Trend Controllers7bids · 7 electronic · 7 from abroad5——
2 · Siemens Controllers6bids · 6 electronic · 6 from abroad4——
3 · Various Controllers6bids · 6 electronic · 6 from abroad5——
4 · Under Floor Heating6bids · 6 electronic · 6 from abroad5——

Contracting authority & participating public bodies

South Lanarkshire Council

Contracting authorityLocal CouncilRegional or local authorityMaintenance Council Headquarters Almada Street, Hamilton, Scotland, ML3 0AAContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Hamilton Sheriff CourtReview body HamiltonContact email, phone

Bidders & participating suppliers

3 commercial parties on the notice
  • Affiniti Response LimitedAwarded supplier 30-32 Singer Road, East Kilbride, Scotland, G750XS
  • BMSIAwarded supplier Suite G05, New Alderston House, Bellshill, Scotland, ML4 3FB
  • Chartwell Controls LtdAwarded supplier New Alderston House, 3 Dove Wynd, Strathclyde Business Park, Bellshill, UK, ML4 3FB

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.