South West Consultants Framework 2016-2020 Bidder Events – Summary Key Points Raised The key points raised have been considered and discussed within the project team. The response column clarifies the way forward following the consultation events. Core Disciplines Core Disciplines - Response Would like the following additional disciplines to be included: Planning Ground Investigation Civil & Structural Engineer Environmental/Ecology Surveys Landscaping Building Surveyor BREEAM The Core List of Disciplines has to be limited to the basic team. If all Disciplines were included, the Framework would be unmanageable to evaluate and manage ongoing. The Framework is going to be structured so that any non core discipline can be called off by using a multi disciplinary team through the further competition option. Lead designer role is captured by another discipline. However still need it to be separate for pricing purposes Lot A will be a Lead Consultant who can as a minimum provide the following roles, either as individual call offs or more than one grouped together: -Project Manager -Architect -Cost Consultant -Lead Designer -Principal Designer -Building Services Engineer -Civil & Structural Engineer -Contract Administrator -plus any other non core discipline which can be called off through a further competition Lot B will be: (For each Geographical Region) - Lead Consultant who can as a minimum provide the following roles, either as individual call offs or more than one grouped together: -Project Manager -Architect -Cost Consultant -Lead Designer -Principal Designer -Building Services Engineer -Civil & Structural Engineer -Contract Administrator -plus any other non core discipline which can be called off through a further competition And -Consultants who can individually provide the following disciplines -Project Manager/Contract Administrator -Architect/Lead Designer/Principal Designer -Cost Consultant -Building Services Engineer -Civil & Structural Engineer Lot B Strategy Lot A, minimum value is too low. Set at OJEU or £4m Some views that 8 is too many for Lot A, could set at 6 Is there a need for a Cornwall Geographical region when Cornwall Council already have their own Framework Is there a need for a Wiltshire Geographical region when Wiltshire Council already have their own Framework Would prefer 6 consultants per discipline rather than 4 Could the number of consultants per disciplines be dependent on how often they have been requested from the current Framework Agree with proposal to change what you can apply for to being able to apply for an unlimited number of Lots, but can only be successful up to a maximum Remove Neighbouring regions from the requirements of which sub lots you can apply for Would like the multi disciplinary team taken out for Lot B and allowing the SMEs on the individual disciplines to formulate the team. Need clarification of organisations only being allowed to bid for Lot A or Lot B, in terms of subsidiaries Would like option of having a sliding scale between users choosing Lot A and Lot B so they can select the most appropriate option Some do not like the financial limits on Lot A, propose to remove them Limiting consultants to 4 can reduce SME participation Remove geographical areas and use localism questions in the procurement process as an alternative option Lot B Strategy Response Lot A minimum estimated construction value to be increased to the OJEU limit from £2m Keeping the number of Lead consultants to 8. The market is picking up and there is a concern regarding capacity of the life of the Framework. 12 will be taken through following PQQ For Lot B - the Geographical regions for the sub Lots have now been amended to a. b. c. d. Bristol/Gloucestershire & North Somerset Devon and S Somerset Cornwall Dorset and Wiltshire – however majority of the work will come from the Dorset Region For Lot B, the number of Consultants per region and then per discipline will be 6. 9 will be taken through following PQQ An Applicant is defined as an Economic Operator as per the definition of the Procurement Regulations 2015. An Economic Operator can apply for either Lot A, or Lot B, but not both. Multi Disciplinary Team will be kept for Lot B Scope of Services Complexity of project more important than the construction value Difference between scope of services for a few hundred thousand construction value and a multi million construction value Needs to be clear about who procures and manages site investigations Need to incorporate BIM requirements Scope of Services Response The scope of services is the specification to enable the fees to be set for Direct Award. If a project is more complex, then a different scope of services can be used or the current one adapted and this is used in a further competition process to price against BIM will be incorporated for Lot A, it will not be for Lot B. If BIM is needed for Lot B then this can be added to the scope of services and a further competition process used in order to price against the adapted scope. Call Off Methodology Would like the structured approach to the sub criteria and the guidance provided to users re number of questions and being appropriate and proportionate to what is being procured. Want a reduction in the cost of tendering in relation to number of questions asked which are disproportionate to the contract value. Support for two criteria of methodology and team selected to deliver the project Need user guides to be used as a tool to support SMEs in relation to clear guidance to users about call off approach Would like price only for low value call offs Would like the option of direct award to any consultant on the relevant lot for low value call offs How can you incorporate the number of hours put into the project in relation to the fee How will feasibility studies be managed Want more rigidity into what questions that can be asked and User guides will be written to assist with managing the issue of appropriate and proportionate criteria and questions. Call Off Quality Criteria will be restricted to: a. Team being proposed for the Project Delivery b. Project Methodology The Quality/Price Split is 70% Quality, 30% Price Direct Award will be available by Discipline and project Type. Direct Award will be available when using hourly rates, where it can be demonstrated that the Consultant being used will be the cheapest. E.g for feasibility studies them being appropriate and proportionate to the contract being let. Fees Option of using minimum fee for lowest value band Hourly rate for up to £100k, but the fee must be less than minimum fee on the band above Have the option of a fixed fee as well as a % fee for the lowest value band Time based charging – include ranges for the charging being dependent on experience. For example, Senior, Junior, Assistant/Trainee Time based charging – have an ‘other’ option for the consultant to fill in Estimated Construction values can be widely out resulting in the consultant being underpaid. Propose to allow a change in the fee when the construction value deviates by more than 10% from the estimate. Need to ensure there is a mechanism to include % variation of fees within the Contract Would like different fees for different types of project. Fee for a school would be different to the fee for an operating theatre Users need to have confidence on having an upper limit on fees, which have been evaluated at Framework stage Have trainee/Graduate in time based charging Need associate after partner in the list Include definitions for the time based charging categories MOD have list of definitions Minimum fee will be used for the lowest fee band, but the fee must be less than minimum fee on the band above Time based charging table adapted to include ranges for the charging being dependent on experience. For example, Senior, Junior, Assistant/Trainee. An ‘other’ option will also be included Definitions will be included in the time based charging table Estimated Construction Value - including definition about allowing the fee to be changed if estimated construction value is more than 10% different to the approved construction cost. Not expanding to include fees foor different project types as the fee table will be too onerous. If a project is complex, a further competition can be used to capture the correct fees as it is likely the standard scope of services would not be sufficient Contract Need a mechanism in the NEC contract to allow the fee to be increased when the final construction value variation is greater than 10% Happy with a table of z clauses Like the proposal for a table of liability and insurance levels related to the construction value Framework Management Do not want a % rebate charged to the consultant Happy with the light touch Framework Management option if this means no % rebates are charged % rebates are not SME friendly % rebates are time consuming and costly to administer. Others have regretted going for this option Would like procurement pipeline from participating public bodies Will there be KPIs to ensure lead consultants use the SMEs in their supply chain Procurement Timetable Would like the PQQ submission deadline to be extended to 6 weeks Contract Response Will be using NEC Professional Services and NEC Short Form Estimated Construction Value - including definition about allowing the fee to be changed if estimated construction value is more than 10% different to the approved construction cost. Including the insurance/Liability Table that are related to the construction value Framework Management Response Rebate will not be used, Users of the Framework will have to be a one off charge to fund the procurement and management Will request procurement pipeline from users Framework management will be light touch with no KPI gathering. Procurement Timetable Response Still planning to publish start of February 2016 Will allow 6 weeks for the PQQ submission deadline May need to consider extending the current Framework if timetable overuns