Section II: Object
II.1)Scope of the procurement
II.1.1)Title:
Provision of Property Management Services
Reference number: CES\2020\07-03
II.1.2)Main CPV code70332100 Land management services
II.1.3)Type of contractServices
II.1.4)Short description:
Crown Estate Scotland operates an outsourced business model for a significant part of its property management functions across its Rural, Coastal, Urban/Built Development, Minerals and Mines Royal and some of its Marine, Energy and Infrastructure activities. Currently there a series of contracts in place with firms of Managing Agents (MA’s) with specialist property management skills, capacity and experience which are due to end in March 2021. Crown Estate Scotland is looking for expressions of interest from parties capable of providing Managing Agent services.
II.1.6)Information about lotsThis contract is divided into lots: yes
II.1.7)Total value of the procurement (excluding VAT)Value excluding VAT: 13 414 285.59 GBP
II.2)Description
II.2.1)Title:
Provision of Managing Agent Services — Rural North
Lot No: 1
II.2.2)Additional CPV code(s)70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332100 Land management services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
77100000 Agricultural services
77110000 Services incidental to agricultural production
77231000 Forestry management services
77700000 Services incidental to fishing
14523000 Related minerals, precious metals and associated products
14523100 Minerals
II.2.3)Place of performanceNUTS code: UKM Scotland
Main site or place of performance:
Various sites across Scotland, please refer to the further information provided.
II.2.4)Description of the procurement:
Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8) One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of GBP c.93 900 000 with an approximate rent roll of GBP c.2 860 000 (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50 ha, 123 ac).
Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.
Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development.
The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.
The Rural Portfolio has been split to Rural North and Rural South.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information II.2)Description
II.2.1)Title:
Provision of Managing Agent Services — Rural South
Lot No: 2
II.2.2)Additional CPV code(s)70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77000000 Agricultural, forestry, horticultural, aquacultural and apicultural services
77200000 Forestry services
77231000 Forestry management services
77700000 Services incidental to fishing
II.2.3)Place of performanceNUTS code: UKM Scotland
NUTS code: UKM92 Dumfries & Galloway
NUTS code: UKM73 East Lothian and Midlothian
Main site or place of performance:
Various sites across Scotland, please refer to tender documents.
II.2.4)Description of the procurement:
Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8. One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of GBP c.93 900 000 with an approximate rent roll of GBP c.2 860 000 (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50 ha, 123 ac).
Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement.
Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development.
The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT.
The Rural Portfolio has been split to Rural North and Rural South.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
The contract duration will be from 1 April 2021 to 31 March 2024. The Contracting Authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
Refer to ITT for further information
II.2)Description
II.2.1)Title:
Provision of Managing Agent Services - Services to the Coastal Estate
Lot No: 3
II.2.2)Additional CPV code(s)70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70111000 Development of residential real estate
70112000 Development of non-residential real estate
70120000 Buying and selling of real estate
70121000 Building sale or purchase services
70121100 Building sale services
70121200 Building purchase services
70122000 Land sale or purchase services
70122100 Land sale services
70122110 Vacant-land sale services
70122200 Land purchase services
70122210 Vacant-land purchase services
70123000 Sale of real estate
70123100 Sale of residential real estate
70123200 Sale of non-residential estate
70130000 Letting services of own property
70200000 Renting or leasing services of own property
70210000 Residential property renting or leasing services
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70311000 Residential building rental or sale services
70320000 Land rental or sale services
70321000 Land rental services
70322000 Vacant-land rental or sale services
70330000 Property management services of real estate on a fee or contract basis
70331000 Residential property services
70332000 Non-residential property services
70332200 Commercial property management services
70332300 Industrial property services
70333000 Housing services
77700000 Services incidental to fishing
77800000 Aquaculture services
77810000 Mariculture services
98362000 Port management services
50246000 Harbour equipment maintenance services
II.2.3)Place of performanceNUTS code: UKM Scotland
Main site or place of performance:
II.2.4)Description of the procurement:
Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map
Crown Estate Scotland is seeking to appoint Managing Agents to manage coastal interests around Scotland. The coastal portfolio has a property asset value of GBP 35 300 000 (March 2020) with a rental income of GBP 3 280 000.
The Coastal portfolio falls within Crown owned foreshore and seabed out to the 12 nautical mile territorial limit from the Scottish Border on the Solway to the Scottish Border at Lamberton on the East Coast, together with the Inner and Outer Hebrides, and the Isles of Orkney and Shetland. Within these areas, the portfolio comprises all seabed activities other than aquaculture installations, renewable energy developments, large value cables and pipelines and carbon capture and storage (CCS), which are managed in house by Crown Estate Scotland staff. Managing Agent services for the Coastal portfolio therefore covers activities such as port and harbour developments, dredging, marinas, moorings, jetties, small scale cable and pipelines, outfalls and regulating and conservation leases.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028.
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information II.2)Description
II.2.1)Title:
Provision of Managing Agent Services — Services to Salmon Fishing Rights
Lot No: 4
II.2.2)Additional CPV code(s)70332100 Land management services
77700000 Services incidental to fishing
II.2.3)Place of performanceNUTS code: UKM Scotland
Main site or place of performance:
II.2.4)Description of the procurement:
Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map
Crown Estate Scotland is seeking to appoint Managing Agents to manage its salmon fishing rights interests in Scotland.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information II.2)Description
II.2.1)Title:
Provision of Managing Agent Services — Services to Minerals and Mines Royal
Lot No: 5
II.2.2)Additional CPV code(s)70332100 Land management services
14523100 Minerals
II.2.3)Place of performanceNUTS code: UKM Scotland
Main site or place of performance:
Various locations throughout Scotland.
II.2.4)Description of the procurement:
Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map
Crown Estate Scotland is seeking to appoint Managing Agents to manage its Minerals and Mines Royal interests throughout Scotland.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
The contract duration will be from 1 April 2021 to 31 March 2024. The contracting authority reserves the right to extend this for a period of up to 48 months in any increment at its sole discretion until 31 March 2028
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information II.2)Description
II.2.1)Title:
Provision of Managing Agent Services — Services to Urban Estate
Lot No: 6
II.2.2)Additional CPV code(s)70332100 Land management services
70000000 Real estate services
70100000 Real estate services with own property
70110000 Development services of real estate
70112000 Development of non-residential real estate
70220000 Non-residential property renting or leasing services
70300000 Real estate agency services on a fee or contract basis
70310000 Building rental or sale services
70330000 Property management services of real estate on a fee or contract basis
II.2.3)Place of performanceNUTS code: UKM Scotland
NUTS code: UKM75 Edinburgh, City of
Main site or place of performance:
Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh.
II.2.4)Description of the procurement:
Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows:
1) Rural (North);
2) Rural (South);
3) Coastal;
4) Salmon Fishing Rights;
5) Minerals and Mines Royal;
6) Urban;
7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal);
8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal).
A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map
Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh which has a property asset value of GBP 12 950 000.
The asset comprises a ground and basement retail unit and four floors of office suites within a listed building at the eastern end of a prime Edinburgh location, including basement car parking and cycle storage, lifts and on-street entrance lobby with concierge facility.
II.2.5)Award criteriaQuality criterion - Name: Understanding of the service requirements / Weighting: 15
Quality criterion - Name: Experience – including relevant property and land management skills, qualifications and staff knowledge of delivery of these services or services of similar scope and scale / Weighting: 30
Quality criterion - Name: Approach – to delivery of the scope and management of the services including the delivery of community benefits / Weighting: 25
Price - Weighting: 30
II.2.11)Information about optionsOptions: yes
Description of options:
An options appraisal has been undertaken to determine the future of this asset within the Property portfolio. Consequently, this lot will be subject to annual review after the first 12 months and a minimum of 3-month notice period. The Contracting Authority reserves the right to extend this for a period of up to 72 months in any increment at its sole discretion until 31 March 2028.
II.2.13)Information about European Union fundsThe procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information