The Litmus Partnership: Tudor Grange Academies Trust ~ FM Tender

UK-West Midlands: Building and facilities management services.
Section I: Contracting Authority
      I.1) Name and addresses
             Tudor Grange Academies Trust
             Tudor Grange Academy, Dingle Lane, Solihull, West Midlands, B91 3PD, United Kingdom
             Tel. +44 1276673880, Email: tenders@litmuspartnership.co.uk
             Main Address: https://www.tgacademy.org.uk/
             NUTS Code: UKG
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://litmustms.co.uk/respond/7328E43667
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Education

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: Tudor Grange Academies Trust ~ FM Tender       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      79993000 - Building and facilities management services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The successful Supplier will be required to provide Facilities Management services for Tudor Grange Academies Trust. Please see SQ Document for site addresses.       
      II.1.5) Estimated total value:
      Value excluding VAT: 14,500,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      79993100 - Facilities management services.
      
      II.2.3) Place of performance:
      UKG WEST MIDLANDS (ENGLAND)
      
      II.2.4) Description of procurement: The Tudor Grange Academies Trust comprises of 12 Academies across Worcestershire, West Midlands, and Leicestershire.

The portfolio includes 6 Primary, 5 secondary and 1 all through Academy, with over 460 teachers and 7600+ pupils.

The Trust has 2 further schools joining the portfolio in 2023.

The Tudor Trust vision

Tudor Grange Academies Trust is a family of Academies with a shared ethos, common values and collective goals, which are as follows:
•We are working together in a model of meaningful, focused collaboration to achieve excellence in our schools.
•We are driven by four key values:
•Our children will live ‘Happy, fulfilling lives’
•Outstanding teaching and learning are our core focus
•Outstanding Governance supports our schools
•Leadership and professionalism drive continuous improvement

The Trust is looking for a trusted partner, who will self-deliver all of the core FM services, outsourcing only the specialist areas.

The ‘education' experienced partner must support the delivery model with technology to drive a transparent approach which remains compliant at all times.

A summary of the pertinent points of the project are as follows:
•At present the delivery of the FM services of Hard FM, Soft FM, and Helpdesk Services to the estate, are currently outsourced.
•The estate is growing and therefore requires an agile approach
•The full services in scope are:

Management Services
•Minibus Fleet Management

Hard FM - To Include:
•M&E Services
•Planned Preventative Maintenance (PPM)
•Capital Projects Work
•PAT testing
•Fixed Wire Testing
•Lift maintenance
•Reactive maintenance
•Statutory compliance
•Drainage repairs
•Gutter and Gulley cleaning
•BMS maintenance
•Consumables for PPM
•Access control (hardware and software) - Due to an ongoing access control project this will be a separate contract.

Helpdesk/ CAFM Systems:
•Provision and management of a Helpdesk and CAFM system.

Soft Services to include:
•Security
•Daily cleaning programme
•Janitorial Services
•Periodic cleaning
•Event cleaning
•Window Cleaning
•Washroom Consumables
•Feminine Hygiene
•Pest Control inspections and servicing
•Grounds Maintenance (this could sit under Hard FM)
•Tree surveys

The annual contract value is £2.9m to include the reactive works budget.

The contract will commence August 2023 for an initial period of 3 years, with the opportunity to extend for a further period of 2 years at the discretion of the governing body.

See SQ Document for further information.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/08/2023 / End: 31/07/2028       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
             Envisaged minimum number: 5
            / Maximum number: 10       
      Objective criteria for choosing the limited number of candidates: A minimum of 5 suppliers and a maximum of 10 suppliers will be taken forward to the tender stage of the process. Where less than 5 suppliers meet the minimum standards, only those that meet the minimum standards will be taken through to the tender stage. Where more than 5 suppliers meet the minimum standard, those suppliers with the highest scores will proceed to the tender stage.
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      Not Provided       
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description RESTRICTED
      IV.1.1) Type of procedure: Restricted Acclerated   
      Justification for the choice of accelerated procedure: Contract starts 01 August 2023   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO        
         The procurement involves the setting up of a dynamic purchasing system - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 26/01/2023 Time: 12:00
      IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: 13/02/2023       
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender: Not Provided      
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

It will be the supplier's responsibility to obtain any necessary documents in order to submit a response by the closing date and time.

The contracting authority reserves the right not to award any or part of the contract which is the subject of this contract notice and reserves the right to terminate the procurement process at any time.

The contracting authority will not be liable for any costs incurred by those expressing an interest in tendering for this contract opportunity.

The contracting authority will consider variant bids, evaluating them (so far as the variant or the evaluation of the variant is in the opinion of the contracting authority practicable) on the same basis as a conforming bid, but shall not be obliged to accept any such bid in preference to a conforming bid even if the variant bid scores more highly. No variant will be considered unless the bidder simultaneously submits a conforming bid.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://litmustms.co.uk/tenders/UK-UK-West-Midlands:-Building-and-facilities-management-services./7328E43667

To respond to this opportunity, please click here:
https://litmustms.co.uk/respond/7328E43667
   VI.4) Procedures for review
   VI.4.1) Review body:
             Tudor Grange Academies Trust
       West Midlands, United Kingdom
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 10/01/2023

Annex A