Tender

prj_4007 - AMP 8 Frameworks - Professional Services Framework

  • Southern Water Services Ltd.

F05: Contract notice – utilities

Notice identifier: 2023/S 000-012299

Procurement identifier (OCID): ocds-h6vhtk-03aea2

Published 28 April 2023, 1:32pm



Section one: Contracting entity

one.1) Name and addresses

Southern Water Services Ltd.

Southern House

Worthing

BN13 3NX

Email

zoltan.csekei@southernwater.co.uk

Telephone

+44 7922859176

Country

United Kingdom

Region code

UKJ - South East (England)

Internet address(es)

Main address

https://southernwater.co.uk

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://southernwater.bravosolution.co.uk

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://southernwater.bravosolution.co.uk

Tenders or requests to participate must be submitted to the above-mentioned address

one.6) Main activity

Water


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

prj_4007 - AMP 8 Frameworks - Professional Services Framework

two.1.2) Main CPV code

  • 71800000 - Consulting services for water-supply and waste consultancy

two.1.3) Type of contract

Services

two.1.4) Short description

Southern Water Services (SWS) is anticipating that AMP8 will be the largest

investment programme it has ever undertaken, given its plans for WINEP and

WRMP, and the service it is seeking to deliver for customers.

SWS is also developing new approaches to how it manages and maintains its

clean and wastewater networks, and how it successfully implements new

technology and innovation within its construction, operations and

maintenance activities to deliver its vision and ambition.

To support this process, SWS is seeking to appoint Professional Services

providers to assist in developing its strategies and plans, but also to

accelerate the development of SWS’s internal capability in the areas of Asset

Management and Programme Management in particular. A collaborative

framework will be established with a number of professional services

providers.

two.1.5) Estimated total value

Value excluding VAT: £240,000,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

Maximum number of lots that may be awarded to one tenderer: 3

two.2) Description

two.2.1) Title

Professional services - Asset Management Support Services

Lot No

1

two.2.2) Additional CPV code(s)

  • 71800000 - Consulting services for water-supply and waste consultancy

two.2.3) Place of performance

NUTS codes
  • UKJ - South East (England)
Main site or place of performance

Southern Water's region

two.2.4) Description of the procurement

Provision of Asset Management Support Services

Overview

Southern Water Services (SWS) is anticipating that AMP8 will be the largest investment programme it has ever undertaken, given its plans for WINEP and WRMP, and the service it is seeking to deliver for customers.

SWS is also developing new approaches to how it manages and maintains its clean and wastewater networks, and how it successfully implements new technology and innovation within its construction, operations and maintenance activities to deliver its vision and ambition.

To support this process, SWS is seeking to appoint Professional Services providers to

assist in developing its strategies and plans, but also to accelerate the development of

SWS’s internal capability in the areas of Asset Management and Programme Management in particular.

This framework is anticipated to run for the duration of AMP8, with an option to extend

into AMP9.

Scope of services required

A collaborative framework will be established with a number of professional services

providers, providing support in the following areas:

Asset Management support services will include:

(a) Asset Management Strategy and Planning, including:

• Statutory Planning Framework Reporting

• Business Planning (PR29)

• Long-term delivery strategy

• Asset strategies

• Service Measures Framework

• Business and Programme Execution Plans

(b) Asset Information Management

• Asset information strategy

• Data capture and surveys

• Data quality

• Data visualisation and communication

(c) Asset Intelligence

• Better understanding of our assets

• Modelling: hydraulic, coastal, networks, environmental, asset deterioration.

• Water balance

• Geospatial

• Asset risks

• Asset health

(d) Technical Services

• Investment optimisation

• Design

• Cost estimating

• Nature based solution capability

(e) Asset Management System Monitoring

• Audit maturity

• Continually develop systems and processes

• Identify and apply best practice

• Recommendations and support to implement them

We anticipate commissioning support from those appointed to the Framework through

mini-competition or direct award.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £80,000,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

Options to extend the framework by three times one year, on the fifth anniversary of the framework.

two.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 3

Maximum number: 8

Objective criteria for choosing the limited number of candidates:

Tenderers must pass the the essential criteria to qualify for ITT as detailed in the procurement documents.

Candidates will then be shortlisted on best technical score.

It is intended to take up to 8 highest scoring Tenderers from the PQQ stage

through to ITT per lot

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

PMO and Project Management

Lot No

2

two.2.2) Additional CPV code(s)

  • 72224000 - Project management consultancy services

two.2.3) Place of performance

NUTS codes
  • UKJ - South East (England)
Main site or place of performance

Southern Water's region

two.2.4) Description of the procurement

Project and Programme Management support services will include:

• PMO/Programme & Project Management Capability Development, Enhancement &

Change Embedment

• Delivery Portfolio Planning, Programming and Baselining – Including Work

Allocation and delivery tranche formation

• Portfolio Strategic Insight to Project Reporting development and enhancement

• Programme to project Assurance

• Programme to project Governance

• Programme Controls (Centre of Excellence)

• Maturity Assessment and associated management of change across Cost,

Schedule, Risk, Benefits, Dependency and Resource Management as driven by

business priorities and appetite

• Project Controls and Project Manager Training / Capability Development

• Supporting Technology Insight and Enhancements to drive capability and efficiency

(e.g. Cost Management System, Scheduling System)

We may also require staff augmentation support in these areas, including provision of Programme and Project Managers, and Planners. However our intent for this framework is to have suppliers who can build solutions for us, deliver outcomes, and upskill our internal capability.

We anticipate commissioning support from those appointed to the Framework through mini-competition or direct award.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £64,000,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

Options to extend the framework by three times one year, on the fifth anniversary of the framework.

two.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 3

Maximum number: 8

Objective criteria for choosing the limited number of candidates:

Tenderers must pass the the essential criteria to qualify for ITT as detailed in the procurement documents.

Candidates will then be shortlisted on best technical score.

It is intended to take up to 8 highest scoring Tenderers from the PQQ stage

through to ITT per lot

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Technical & Engineering Support Services

Lot No

3

two.2.2) Additional CPV code(s)

  • 71310000 - Consultative engineering and construction services

two.2.3) Place of performance

NUTS codes
  • UKJ - South East (England)
Main site or place of performance

Southern Water's region

two.2.4) Description of the procurement

The Contractor shall support the Client’s Asset Management and Engineering teams in the development and design of project and programme interventions through the provision of a range of technical, engineering and design services.

The Contractor shall provide services which will support the development of a prioritised and optimised programme accounting for costs, benefits and risks and support periodic reviews of the programme.

The Contractor shall support the optimisation of delivery plans including packaging and phasing of works.

The Contractor shall provide the following services to support and enhance the Client’s capabilities:

Process – support SW capability

Hydraulic Modelling – enhance SW capability to design solutions.

Nature based solutions – support and develop SW capability.

The Contractor shall provide the following technical and engineering services:

Mechanical

Electrical

Civils

Environmental / enabling

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £96,000,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

Options to extend the framework by three times one year, on the fifth anniversary of the framework.

two.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 3

Maximum number: 8

Objective criteria for choosing the limited number of candidates:

Tenderers must pass the the essential criteria to qualify for ITT as detailed in the procurement documents.

Candidates will then be shortlisted on best technical score.

It is intended to take up to 8 highest scoring Tenderers from the PQQ stage

through to ITT per lot

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

Qualification requirements are detailed within the sourcing portal including:

Southern Water will use the Achilles Utilities Vendor Database (UVDB) to provide confirmation of certain capabilities and standards – including Health and Safety, Environmental and Corporate Social Responsibility. Further information on the UVDB is available at https://www.achilles.com/community/uvdb/

Southern Water is required by its investors to ensure that any key supplier has good economic and financial standing. A CreditSafe check will be used for this purpose, together with other background checks if needed, at the discretion of the Client. A Tenderer may be rejected if the recommended annual contract value for their company on CreditSafe is below the proposed annual value of the contract. The annual value of the contract is calculated by dividing the estimated total value by the initial period. Where a framework is tendered, the annual value would also be divided by the number of Service Providers expected to be appointed; this would not always be an equal division, as different lots may have different values. If a bidder fails this test, and only publishes abridged accounts, Southern Water may allow the bidder to proceed. This would be on the basis of providing turnover data that satisfies the annual contract value accounting for less than a half of their annual turnover; and do not have an adverse risk score on CreditSafe. Alternatively, a Parent Company Guarantee or bank Guarantee may be accepted, however it would need to fulfil the above.

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents

three.1.4) Objective rules and criteria for participation

List and brief description of rules and criteria

Tenderers’ response to the PQQ will be scored in the order as outlined in the sourcing portal, with those sections marked as Pass/Fail where the Tenderer will either meet or fail to meet the minimum criteria. All prospective Tenderers are required to pass each question within the SWS PQQ response forms.

A full response to Qualification Envelope is required, except where indicated. Failure to respond fully to any required question in this section or not being able to meet the minimum requirement will result in the submission being non-compliant and being excluded from the process, except where the SWS Commercial Head determines that a genuine error has been made, and a correction may then be permitted.

three.1.8) Legal form to be taken by the group of economic operators to whom the contract is to be awarded

Consortium proposed legal structure if the group of economic operators intends to form a named single legal entity prior to signing a contract, if awarded. If you do not propose to form a single legal entity, please explain the legal structure. Southern Water may require the consortium to assume a specific legal form if awarded the contract, to the extent that it is necessary for the satisfactory performance of the contract.

three.2) Conditions related to the contract

three.2.2) Contract performance conditions

As stated in the procurement documents aligned with SWS balanced scorecard


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Negotiated procedure with prior call for competition

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

Framework agreement with several operators

Envisaged maximum number of participants to the framework agreement: 9

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2023/S 000-006552

four.2.2) Time limit for receipt of tenders or requests to participate

Date

5 June 2023

Local time

4:00pm

four.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

14 August 2023

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.3) Additional information

Framework will not exceed 8 years

The overall value of £240m detailed in Section II.1.5) of the Contract Notice and the Bravo portal comprises: (a) £150m for the initial 5 year term; and (b) £90m for the potential extension period(s)(the framework has the potential to be extended by a further 3 years estimated at £30m per year).

The values per lots are as described below:

- Lot 1 Asset Management Support Services: £80m, comprising (a) £50m + (b) (£10m x 3 additional years)

- Lot 2 Programme & Project Management Support Services: £64m, comprising (a) £40m + (b) (£8m x 3 additional years)

- Lot 3 Technical & Engineering Support Services: £96m, comprising (a) £60m + (b) (£12m x 3 additional years)

Submission of expression of interest and procurement specific information: This procurement exercise will be conducted on the Jaggaer One e-procurement portal at:

https://southernwater.bravosolution.co.uk/

Candidates wishing to be considered for this contract must register their expression of interest and provide additional procurement specific information through the portal as follows:

i) Candidates should register on the Jaggaer One e-procurement portal at: https://southernwater.bravosolution.co.uk/

ii) Once registered, candidates must express their interest as follows: a) login to the portal; b) select ‘View current opportunities and notices’; c) access the listing related to this framework d) click on Express Interestbutton;

iii) Once you have expressed interest, please complete the PQQ. You must then publish your reply using the publish button;

iv) For any support in submitting your expression of interest please contact the eTendering help desk at. 0800 368 4850 or help@bravosolution.co.uk

https://southernwater.bravosolution.co.uk/esop/toolkit/opportunity/current/55820/detail.si

Closing date of the PQQ: 05/06/2023.

six.4) Procedures for review

six.4.1) Review body

Southern Water Services

Durrington

Country

United Kingdom