PLANNED MAINTENANCE CONTRACTOR FRAMEWORK

Framework Agreement

Method

withAndWithoutReopeningCompetition

Type

closed

Description

LOT 1 - AWARD PROCEDURE 1 If Radius Housing decides to source the Services through the Framework Agreement it will award its Services Requirements in accordance with this procedure and the requirements of the Regulations and the Guidance via a Call of Contract. 2 Subject to the provisions of the Framework Agreement, the selection procedure that Radius Housing will use to determine which Tenderer will enter into any Call-Off Contract for its Services Requirements, as set out in a Statement of Requirements (a "Call Off Contract") is detailed below. For the avoidance of doubt, in the event that an Tenderer's appointment under the Framework is terminated (in whole or part) or suspended in accordance with the terms of the Framework Agreement, it shall not be eligible to participate in the selection procedure described below, whether by way of a direct award Call of Contract or a mini-competition for award of a Works Package. 3. The following is applicable to Lot 1. (for projects with a pre tender estimate less than £250K excl VAT in value) DIRECT AWARD A. Projects with a pre- tender estimate construction value less than £250k It is envisaged that projects and lump sum appointments valued by Radius Housing at less than £250k will be awarded by way of direct award for the 'Preferred' Lot Tender. However, Radius Housing (acting at its discretion, but within the confines of the Regulations and Guidance) reserves the right to: (a) use the same direct award process for projects Call of Contracts exceeding £250k in the event of urgency, emergency or other unforeseen circumstances; and (b) use the mini-competition process described in paragraph below where Radius Housing determines that the complexity of services required or that the value of the project or lump sum appointment involved is anticipated to be greater than £250k. (c) use the mini-competition process described in paragraph below where Radius Housing determines that the complexity and specialist nature of the services required is anticipated to be less than £250k. (d) use the direct award on a rotational basis process where Radius Housing identifies that multiple Lot 1 projects arise concurrently or within a similar timeframe, each with a pre‑tender construction estimate of less than £250,000 excluding VAT, Radius Housing reserves the right, at its sole discretion, to apply a rotational direct award mechanism among the highest‑ranked Appointed Tenderers as described in the paragraph. Order of Preference 4 Where the Preferred Lot Tenderer is not in a position to perform or accept a Call-Off Contract, Radius Housing (acting at its discretion, but within the confines of the Regulations and Guidance) reserves the right to use (or not) the mini-competition process as noted below. MINI-COMPETITION (WORKS VALUE OVER £250K OR SPECIALIST NATURE) 5 It is envisaged that Call of Contracts valued by Radius Housing above £250K will be awarded by way of mini-competition. However, Radius Housing (acting at its discretion, but within the confines of the Regulations and Guidance) reserves the right to use (or not) the mini-competition process. 6 Radius Housing may hold a Mini-Competition to invite and appoint a Tenderer to a Call-Off Agreement. A Mini-Competition shall be open to all Lot 1 Tenderers appointed to the Framework . A mini-competition invitation shall include the precise award criteria which will be used to evaluate mini-tenders submitted by Tenderers. This may be Price only or a Price/Quantity evaluation. 7. When a mini competition is applied to Lot 1, then tenderers will have the opportunity to improve on their original tendered lump sums and percentage adjustments. Tenderers however are not permitted to increase their original tendered lump sums of percentages. DIRECT AWARD ON A ROTATIONAL BASIS 8 Following the award of the Framework work and when Radius Housing determine at its sole discretion, to apply a rotational direct award mechanism among the three (3) highest‑ranked Appointed Tenderers. 9 Under this mechanism, Radius Housing may allocate such projects sequentially to the top three (3) ranked Tenderers (e.g., first to third place) in order of their final Lot 1 evaluation ranking, ensuring that where three or more similar projects exist (such as kitchen or bathroom replacement projects), these may be directly awarded to the top three Tenderers respectively, rather than solely to the Preferred Tenderer. 10 This rotational allocation will only be applied where Radius Housing considers it operationally advantageous, necessary for programme delivery, or appropriate to maintain competitive balance and capacity across the Framework. For the avoidance of doubt, Radius Housing shall retain absolute discretion to choose between direct award, rotational allocation, or mini‑competition for any project under £250,000, in accordance with the procurement principles and the requirements of the Framework Agreement LOT 2 AWARD PROCEDURE 1 If Radius Housing decides to source the Services through the Framework Agreement it will award its Services Requirements in accordance with this procedure and the requirements of the Regulations and the Guidance via a Call of Contract. 2 Subject to the provisions of the Framework Agreement, the selection procedure that Radius Housing will use to determine which Tenderer will enter into any Call-Off Contract for its Services Requirements, as set out in a Statement of Requirements (a "Call Off Contract") is detailed below. For the avoidance of doubt, in the event that an Tenderer's appointment under the Framework is terminated (in whole or part) or suspended in accordance with the terms of the Framework Agreement, it shall not be eligible to participate in the selection procedure described below, whether by way of a direct award Call of Contract or a mini-competition for award of a Works Package. 3 It is envisaged that Call of Contracts for Lot 2 will be awarded by way of mini-competition. Radius Housing will invite and appoint a Tenderer to a Call-Off Agreement. A Mini-Competition shall be open to all Lot 2 Tenderers appointed to the Framework . A mini-competition invitation shall include the precise award criteria which will be used to evaluate mini-tenders submitted by Tenderers. This may be Price only or a Price/Quantity evaluation. However, Radius Housing (acting at its discretion, but within the confines of the Regulations and Guidance) reserves the right to use (or not) the mini-competition process. Miscellaneous (Applicable to Both Lots) 1 Notwithstanding the fact that Radius Housing has followed a procedure as set out in this Schedule Radius Housing shall be entitled at all times and for any reason to decline to make an award. Nothing in this Framework Agreement shall oblige Radius Housing to place any Call-Off Contract. 2 Subject to the provisions of this Schedule, Radius Housing may issue a Call off Contract with the Contractor by serving an order in writing in substantially the form set out in Section 12.00. 3 Radius Housing in issuing a Call off Contract pursuant to the above paragraph shall enter a Call-Off Contract with the Contractor for the provision of Services. A Call-Off Contract shall be effective from the commencement date that is specified in the Call-Off Contract.