FRAMEWORK AGREEMENT GUIDE For schools and community buildings
Trusted procurement for better buildings and homes
LHC.GOV.UK
WHY WORK WITH LHC? These are the key reasons to work with LHC whether you’re a public sector organisation looking for procurement solutions or a supplier with products or services to provide. Knowledge and experience of procurement Our organisation began half a century ago and over five decades we’ve developed and shaped our service to meet the evolving needs of our clients. Recognised technical expertise Our technical expertise is built on continuous research by our team of technical specialists who consult with clients on the outcomes they need and suppliers on the range of available solutions. Commitment to better buildings and homes Our ultimate goal is helping our clients deliver better environments for the communities they serve, a goal we support through our frameworks, that address every aspect of quality, and our selection of the most appropriate suppliers. Fast and efficient procurement Once LHC Appointed Companies are established for a framework, the process of calling off projects and commissioning work is very efficient. Terms and rates have been agreed and even when a mini competition is required, the majority of contractual arrangements have already been finalised. Project work can start quickly. Financial gains Working with LHC frameworks gives suppliers access to construction, refurbishment and maintenance projects of over £200m each financial year. Clients who spend more than £200,000 on two or more frameworks in a year will benefit from a share in the LHC operating surplus we return to Members. Please read this guide in conjunction with the LHC guide to understanding and using pre-tendered frameworks, available on our website.
WWW.LHC.GOV.UK/MEMBERSHIP
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About this framework agreement The LHC Framework Agreement for schools and community buildings is available to all local authorities, housing associations and other public sector bodies in England, Wales and Scotland. Fully OJEU compliant, it is divided into two workstreams providing a full range of design and build and general refurbishment works.
This framework agreement has been established in strict compliance with UK Public Sector procurement rules for use by public sector bodies in the UK as detailed in the LHC buyer profile (www.lhc.gov.uk/buyerprofile) and as specified in the Contract Notice: -- 2012/S 95-156442 Published in OJEU in May 2012 with 13 successful tenderers appointed in November 2013.
LHC.GOV.UK
About a tender Interested companies were invited to complete a Pre-Qualification Questionnaire (PQQ), which sought detailed information on several criteria, prepared and formatted in accordance with PAS 91:2013 ‘Construction pre-qualification questionnaires’, before inviting selected companies to complete an ITT and Offer Document. PAS 91:2013 was published by the British Standards Institution and sponsored by the Department for Business, Innovation and Skills (BIS) to provide a consistent set of pre-qualification questions to be used throughout construction procurement.
Stage 1: Selection criteria
Stage 2: Invitation to tender
-- Financial standing
The companies that scored sufficient marks in the PQQ were invited to complete an offer document (invitation to tender).
-- Compliance with EU/UK legislation -- Applicant’s organisation -- Quality management -- Sustainability and social inclusion -- Equal opportunities and diversity -- Health and safety -- Financial status and insurances -- Responses to questions using case studies to demonstrate capability, skills, experience and resources to deliver and maintain the high level of quality required by LHC for the delivery of works and installations
The offer document provided detailed service and product specifications and sought a response from companies on their conformity to these requirements.
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From pre-qualification to call-off contract The diagram below shows the process a supplier completes to become an LHC Appointed Company and to be awarded a contract (or “call-off”). It also highlights the support LHC provides once a project is live. Suppliers complete a pre-qualification questionnaire accessing: -- Company standing
Pre-qualification questionnaire
-- Financial standing, employment practices, environmental awareness, capacity and geographical range -- Installation capability -- Technical capability -- Quality systems management capability -- Experience of supply to the public sector -- Sustainability and social value Selected suppliers submit offer documents covering: -- Specification for products and services -- Testing and certification -- Service capability
Pre-qualification Offer documents questionnaire and evaluation
-- Pricing Scores are then awarded to each supplier in respect of each evaluation criteria. A detailed evaluation report is prepared which shows for each tenderer a: -- Weighted score under each heading -- Value for money index -- Company or companies recommended for appointment
Appointing companies
Our aim is giving LHC clients and Members a choice of Appointed Companies to work with. Numbers vary per framework in line with anticipated demand and subject to the number of qualifying suppliers. -- All suppliers are notified of the results and the unsuccessful tenderers can choose to have a debriefing to help improve future offers -- Contract Award Notices are published in the Official Journal of the European Union (QJEU) and on the LHC website
Awarding contracts “Call-offs”
When buyers are ready to choose a supplier for an individual project they should start the process by talking to LHC. LHC will coordinate either a direct award, if there is a single supplier on a framework, or a mini-competition if there are several. -- A mini-competition involves all capable LHC Appointed Companies -- A direct award is made to a single company, with justifiable reasoning, without reopening competition
LHC provides support and technical assistance throughout the life of a project, as required:
Works commence/complete
-- To ensure high quality standards are maintained -- Service levels are fulfilled -- Delivery periods are met LHC also welcomes discussion and feedback on completion of projects
LHC.GOV.UK
Award weighting criteria Award weighting criteria are established on each individual framework and can be flexed to a buyer’s individual needs. Public sector officers can obtain a copy of the full LHC evaluation report on request.
Workstream 1 New build extensions and associated works
40% Structured interview session Evaluation of tenderers’ responses to questions covering: -- R isk management, including the effectiveness and use of risk registers and responses to specific health and safety and financial hazards
40% Tenderer’s written responses to the technical quality questions
-- D esign and management expertise, including specific responses to CDM co-ordinator, health and safety file and programming issues -- C arrying out the works under a design and build contract, including supply chain, statutory requirements and development control issues
Evaluation of responses to questions and of declarations of compliance, covering: -- T he provision of a comprehensive service for the execution of works, regarding delivery issues, call-off processes, health and safety, quality management assurance and control procedures across the lot appointed to -- T he satisfactory evaluation of experience, skills and competency of the design team and their management -- F ull details of approach to delivering a scenario project and sustainability
20% Pricing (price models) Prices were tendered on the basis of indicative elemental costs, covering: -- Preliminaries -- Site establishment and management costs These were fed into six price models covering various different project types and values for each workstream.
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Workstream 2 General refurbishment
40% Structured interview session Evaluation of tenderers’ responses to questions covering:
40% Tenderer’s written responses to the technical quality questions
-- C ommunication, including compliance with communication strategies -- Q uality management, including quality assurance, control and training -- Supply chain management and control
Evaluation of responses to questions and of declarations of compliance, covering: -- U ndertaking a contract covering flat roof replacement and internal refurbishment and alteration works -- U ndertaking a contract covering landscaping works to an educational establishment, including renewing a multi-use games area complete with external lighting and fencing and associated drainage works -- S upply chain arrangements and management
20% Pricing (price models) Prices were tendered on the basis of indicative elemental costs, covering: -- Preliminaries -- S ite establishment and management costs These were fed into six price models covering various different project types and values for each workstream.
LHC.GOV.UK
The framework in action As well as providing compliance, quality and best value to clients, the LHC Framework for schools and community buildings supports a streamlined process from the award of a contract (call-off) to completion of a project.
Confirmed competitive market prices Prices in place at call-off stage maintaining best value as established in the PQQ stage.
Quick and efficient procurement Speedy access to LHC Appointed Companies and the options of a mini-competition or direct award to enable the final selection of a supplier or supplier(s) for a project.
Instant access to project data Continuous access to information throughout the procurement process through the suppliers’ on-line portal.
High quality standards Standards of quality maintained throughout project through monitoring in accordance with ISO 9001 Quality Management System.
Service levels guarantee Guaranteed service levels from inquiry to supply providing peace of mind that services and works will be conducted effectively.
Quick project starts Enabled by pre-tendered procurement that reduces the cost and time input by public sector organisations and speeds up their access to companies.
Advice on design and regulatory compliance Guidance on interpretation and conformity to statutory regulations and planning requirements.
Delivery periods guarantee Guaranteed delivery periods that ensure services and works are delivered to meet work schedules.
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Details of each workstream Workstream 1 addresses works relating to new build extensions and workstream 2 covers general refurbishment projects and the supporting design service.
Workstream 1: New build extensions and associated works
Workstream 2: General refurbishment
-- Full scope design service, including but not limited to architectural services, mechanical and electrical services design, and structural and civil engineering design
External refurbishment works, including:
-- Design services can be provided by the LHC Appointed Company’s in-house design team, a consultant employed by the Appointed Company or a client nominated consultant
-- External cladding and insulation works
-- Replacement of flat and pitched roof coverings -- Replacement windows and doors -- External landscaping works including resurfacing of car parks and playgrounds
-- Traditional design and build call-off projects set by the member or nominated consultant
-- Multi-use games areas and other types of sports facilities including groundworks, drainage, fencing and associated electrical works
-- Bespoke modified design and build call-off projects inclusive of design to cost methodology
-- D edicated design service available from all Appointed Companies, if required Internal refurbishment works, including: -- Refurbishment of science labs and home economics and other education learning environments -- Refurbishment of sanitary facilities, sports changing facilities with associated electrical and mechanical works with a supported design service -- Internal refurbishment and remodelling of community buildings with all associated works and electrical and mechanical services works -- D edicated design service available from all Appointed Companies, if required Additional services provided by LHC Appointed Companies across both workstreams include: -- The provision of a dedicated project manager at each LHC Appointed Company to maintain high quality communication and service at all times -- The provision of insurance warranties, collateral warranties, bond or parent company guarantee and guarantees for workmanship and materials -- The provision of detailed monthly reports of actual costs and forecasts for out-turn costs for all contracts, broken down to various parts of the works in accordance with customer’s requirements -- The availability of other LHC EU compliant framework agreements, including for flat roofing and PVC-U, aluminium and timber windows and doors. LHC.GOV.UK
Appointed companies Workstream 1 New Build Extensions
Farrans Construction (Trading as Northstone (NI) Ltd)
Galliford Try Ltd (Trading in Scotland as Morrison Construction)
Appointed for areas:
Appointed for areas:
A
B
C
D
M1
M2
Kier Construction
Morgan Sindall plc
Appointed for areas:
Appointed for areas:
A
B
C
D
E
A
B
C
D
E
J1
F
G
H
I
J1
J2
J3
M1
M2
E
F
G
H
I
F
G
H
I
J1
J2
J3
M1
M2
J2
J3
M1
M2
For contact details visit: lhc.gov.uk/farrans
For contact details visit: lhc.gov.uk/gallifordtry
For contact details visit: lhc.gov.uk/kier
For contact details visit: lhc.gov.uk/morgan
farrans.com
gallifordtry.co.uk
kier.co.uk
morgansindall.com
Willmott Dixon Construction Ltd Appointed for areas:
M2
Regional lots A
London
B
South East England
C
South West England
D
East of England
E
East Midlands
F
West Midlands
G
Yorkshire & Humber
H
North West England
I
North East England
M1
J2
Mid Wales
J3
North Wales
I
G
J3
E F D
J1 A C
M1
South Scotland
M2
North Scotland
C
D
E
F
G
H
I
J1
J2
J3
willmottdixongroup.co.uk
J2
South Wales
B
For contact details visit: lhc.gov.uk/ willmottdixoncons
H
J1
A
B
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Workstream 2 General Refurbishment
GHI Contracts Ltd
Balfour Beatty Regional Construction Ltd
Morgan Sindall plc
Kier Construction
Appointed for areas:
Appointed for areas:
Appointed for areas:
Appointed for areas:
M1
M1
M2
M2
For contact details visit: lhc.gov.uk/ghi
For contact details visit: lhc.gov.uk/mansell
ghicontracts.co.uk
balfourbeattycsuk.com
A
B
C
D
E
A
B
C
D
E
F
G
H
I
J1
F
G
H
I
J1
J2
J3
M1
M2
J2
J3
M1
M2
For contact details visit: lhc.gov.uk/morgan
For contact details visit: lhc.gov.uk/kier
morgansindall.com
kier.co.uk
Shaylor Group plc
Styles & Wood Limited
Ogilvie Construction Ltd
Willmott Dixon Construction Ltd
Appointed for areas:
Appointed for areas:
Appointed for areas:
Appointed for areas:
A
B
C
D
E
F
G
H
I
J1
J2
J3
For contact details visit: lhc.gov.uk/shaylor shaylorgroup.com
M1
M2
M1
M2
For contact details visit: lhc.gov.uk/styles
For contact details visit: lhc.gov.uk/ogilvie
stylesandwood.co.uk
ogilvie.co.uk
A
B
C
D
E
F
G
H
I
J1
J2
J3
For contact details visit: lhc.gov.uk/ willmottdixoncons willmottdixon.co.uk
LHC.GOV.UK
Framework agreement for schools and community buildings New build extensions and associated works: Full scope design service Design and build (traditional) Design and build (modified) General refurbishment with a supported design service: External refurbishment works Internal refurbishment works
The schools and community buildings framework agreement for England, Wales and Scotland is effective from 1st July 2013 until 30th June 2017.
England and Wales enquiries: 01895 274850 Scotland enquiries: 0131 306 0176
LHC.GOV.UK