Tender

Measured Term Contract for Cyclical and Response Maintenance and Minor Project Works - Mechanical and Electrical (ME)

  • English Heritage Trust

F02: Contract notice

Notice identifier: 2023/S 000-016057

Procurement identifier (OCID): ocds-h6vhtk-03d429

Published 6 June 2023, 5:24pm



Section one: Contracting authority

one.1) Name and addresses

English Heritage Trust

The Engine House, Fire Fly Avenue

Swindon

SN2 2EH

Contact

Thomas Dumbleton

Email

thomas.dumbleton@english-heritage.org.uk

Telephone

+44 7554665896

Country

United Kingdom

NUTS code

UK - United Kingdom

Internet address(es)

Main address

https://www.english-heritage.org.uk/

one.3) Communication

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

https://in-tendhost.co.uk/english-heritage/aspx/Home

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://in-tendhost.co.uk/english-heritage/aspx/Home

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

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Recreation, culture and religion


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Measured Term Contract for Cyclical and Response Maintenance and Minor Project Works - Mechanical and Electrical (ME)

Reference number

P/REF EH 00001955

two.1.2) Main CPV code

  • 50700000 - Repair and maintenance services of building installations

two.1.3) Type of contract

Services

two.1.4) Short description

Mechanical and electrical cyclical and response maintenance and minor project works for various properties in England looked after by English Heritage

two.1.5) Estimated total value

Value excluding VAT: £15,050,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Although Lots 1, 2 and 3 are referred to individually for operational purposes in some of the documentation, it is the Contracting Authority's intention to award Lots 1, 2 and 3 as a combined award to a single provider.

two.2) Description

two.2.1) Title

Northumberland and North Cumbria

Lot No

1-3

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Northumberland and North Cambria

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £2,020,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

South Cambria and Lancashire

Lot No

4

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within South Cambria and Lancashire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £1,710,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Yorkshire

Lot No

5

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Yorkshire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £2,010,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Bedfordshire, Hertfordshire and Northamptonshire

Lot No

6

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Bedfordshire, Hertfordshire and Northamptonshire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £685,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Norfolk and Suffolk

Lot No

7

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Norfolk and Suffolk

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £255,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Cambridgeshire and Essex

Lot No

8

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Cambridgeshire and Essex

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £440,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

London North

Lot No

9

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within the North of London

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £1,530,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

London South

Lot No

10

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within the South of London

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £545,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Kent and East Sussex

Lot No

11

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Kent and East Sussex

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £1,350,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Hampshire, Surrey and West Sussex

Lot No

12

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Hampshire, Surrey and West Sussex

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £555,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Isle of Wight

Lot No

13

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites on the Isle of Wight

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £795,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Cheshire, Leicestershire, Shropshire, Staffordshire and Warwickshire

Lot No

14

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Cheshire, Leicestershire, Shropshire, Staffordshire and Warwickshire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £1,340,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Gloucestershire, Herefordshire, Oxfordshire, North Somerset and West Wiltshire

Lot No

15

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Gloucestershire, Herefordshire, Oxfordshire, North Somerset and West Wiltshire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £385,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Dorset, South Somerset and East Wiltshire

Lot No

16

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Dorset, South Somerset and West Wiltshire

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £505,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

Cornwall and Devon

Lot No

17

two.2.2) Additional CPV code(s)

  • 50700000 - Repair and maintenance services of building installations
  • 45212350 - Buildings of particular historical or architectural interest
  • 50710000 - Repair and maintenance services of electrical and mechanical building installations

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

Various English Heritage sites within Cornwall and Devon

two.2.4) Description of the procurement

Mechanical and electrical cyclical and response maintenance and minor project works

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: £925,000

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

Start date

1 April 2024

End date

31 March 2029

This contract is subject to renewal

No

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

Envisaged number of candidates: 5

Objective criteria for choosing the limited number of candidates:

As stated in the procurement documents

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

The contracting authority reserves the right to extend the contract for up to a further 24 months at its discretion.

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

As stated in the procurement documents

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.2) Conditions related to the contract

three.2.2) Contract performance conditions

As stated in the procurement documents


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Restricted procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

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

Date

11 July 2023

Local time

12:00pm

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

4 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

Tender must be valid until: 31 January 2024


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.4) Procedures for review

six.4.1) Review body

English Heritage

Swindon

Country

United Kingdom