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Help to Buy Agent Service.

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Homes and Communities Agency
7th Floor, Maple House, 149 Tottenham Court Road
For the attention of: Andy Nelson, Team Leader, Provider Management
W1T 7BN London
UNITED KINGDOM
Telephone: +44 3001234500
E-mail:
Fax: +44 3001234500

Internet address(es):

Address of the buyer profile: www.homesandcommunities.co.uk

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority
National or federal agency/office
I.3)Main activity
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Help to Buy Agent Service.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
Financial and insurance services. Administration services. Administrative services of agencies. Administrative housing services. Database services. Marketing services. The Homes and Communities Agency (HCA) is a non-departmental public body sponsored by the Department for Communities and Local Government.
The HCA is seeking to appoint Help to Buy Agent/s (HTBA) to a deliver a range of Help To Buy Agent branded services across 9 (nine) geographic service areas in England, including one area covering Greater London, from April 2014.
Each geographic service area will be subject of a separate Lot and only one HTBA will be appointed to deliver the service in each geographic service area (Lot) for the contract period.
The HCA therefore wish to appoint between a minimum of 1 (one) HTBA (in the event that a single Applicant tenders for, and is awarded, all Lots) and a maximum of nine agents to deliver the services across England.
Applicants may bid for one, more, or all Lots subject to separate submissions at PQQ and tender stage (where invited). Each Lot will be assessed separately and Applicants should not cross-refer to information supplied for other Lots.
Applicants will be expected to be able to deliver all the services described for the relevant Lot(s). Expressions of interest for delivery of part of the services in any Lot(s) will not be permitted.
HTBAs will deliver a range of Help To Buy Agent branded services, advising people on their low cost home ownership options and supporting administration of the HCA's low cost home ownership (LCHO) and equity loan products, to provide a seamless and consistent service to our customers.
The scope of HTBA services required varies in each Lot (see the MOI for further details). Depending on the Lot, required HTBA services may include, but are not limited to, the following Core Services:
i) Website and Marketing
Operate and maintain a Help to Buy Agent (HTBA) website as a single point of information for customers and providers of HCA-supported LCHO and equity loan products in the Lot area:
- Operate Help to Buy Agent website under branding prescribed by HCA, linked to the HCA's national HTBA portal site;
- Provide information content on low cost housing options including ‘Help to Buy' branded products and other related products and services prescribed by HCA.
- Provide information content on HCA-supported LCHO (new and re-sales) and HCA-funded equity loan product eligibility criteria, providers and application processes;
- Provide online enquiry and application processing facilities for HCA-supported products;
- Provide searchable database of available properties (new and re-sales);
- Provide defined marketing to support product awareness-raising.
ii) Customer Guidance and Signposting (not required for Lot 9)
Act as a virtual ‘one-stop shop' of advice and guidance to applicants of low cost housing including ‘Help to Buy' branded products and HCA-supported LCHO and equity loan products in the geographic service area:
- Maintain comprehensive product information (website and electronic literature);
- Maintain comprehensive list of providers, eligible schemes and properties (new and re-sales);
- Operate a dedicated customer Helpline 9-5, Mon -Fri;
- Offer impartial advice to customers and signpost them to relevant products, HCA partner services or further sources of information as relevant.
iii) Applicant Assessment - Low Cost Home Ownership Products (not required for Lot 9)
Assess applicant eligibility for HCA-supported LCHO products (new and re-sales) to ensure compliance to criteria agreed with Government:
- Perform applicant needs assessments and affordability assessments to HCA criteria;
- Provide signposting and generic advice up to reservation stage;
- Issue lists of eligible applicants to LCHO providers.
iv) Sales Administration - Equity Loan Products
Undertake robust sales administration activities for HCA-funded equity loan product sales:
- Perform eligibility assessment of all applicants at reservation of each home;
- Issue Authority to Proceed documents and Solicitor Packs subject to eligibility assessment;
- Issue Authority to Exchange documents subject to relevant conveyancing solicitor forms;
- Issue Authority to Complete documents subject to relevant conveyancing solicitor forms ;
- Input transaction data to the HCA's Investment Management System (IMS) database at key process stages;
- Undertake IMS scheme inputting and claim submission on behalf of small providers;
- Collate accurate post-completion paperwork.
v) Service Administration
Maintain an effective service for HCA and stakeholders:
- Provide regular monitoring returns to HCA;
- Respond to ad-hoc HCA information and data requests;
- Maintain relationships with HCA providers
- Collaborate with HCA and other HTBA/s to ensure a seamless customer service
- Issue quarterly electronic updates to HCA providers;
- Operate a managed complaints procedure;
- Adhere to data protection requirements.
Applicants should note that the scope of HTBA services required in London (Lot 9) is different to that for Lots 1-8 and does not include Core Service ii) or iii). The services in this Lot are being procured by the HCA as contracting and managing authority, under delegation from the Greater London Authority. Please refer to MOI for further details.
It is possible that central government departments may wish to benefit from HTBA services in the future however no guarantee is given as to whether this will apply or the value of any services to be provided to such organisations.
II.1.6)Common procurement vocabulary (CPV)

66000000, 75100000, 75120000, 75123000, 72320000, 79342000

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants
Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
The contracts with the HTBA/s will run for an initial period of two (2) years with the option to extend one or more of these contracts for one or more further periods, up to a maximum of three (3) further years. The decision to award an extension and the length of any such extension shall be at the HCA's sole discretion.
Notwithstanding that a provider may be awarded more than one Lot, extensions in relation to each Lot shall be dealt with separately. The grant of an extension in relation to one Lot does not entitle the provider to an extension in relation to any other Lots is has been awarded.
Estimated value excluding VAT:
Range: between 22 400 000 and 98 700 000 GBP
II.2.2)Information about options
Options: no
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Duration in months: 60 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Help to Buy Agent - North East
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 75100000, 75120000, 75123000, 72320000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 1 200 000 and 5 600 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 2 Lot title: Help to Buy Agent - North West
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 3 000 000 and 13 500 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 3 Lot title: Help to Buy Agent - Yorkshire and the Humber
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 2 200 000 and 9 600 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 4 Lot title: Help to Buy Agent - East Midlands
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 1 800 000 and 8 000 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 5 Lot title: Help to Buy Agent - West Midlands
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 2 800 000 and 12 100 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 6 Lot title: Help to Buy Agent - South West
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 2 300 000 and 10 600 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 7 Lot title: Help to Buy Agent - South
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 1 300 000 and 5 800 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 8 Lot title: Help to Buy Agent - East and South East
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 5 800 000 and 24 100 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
Lot No: 9 Lot title: Help to Buy Agent - London
1)Short description
Help to Buy Agent service to be delivered in a prescribed geographic area of England.
As alternative arrangements are in place for marketing, guidance and assessment of LCHO applicants in London, different HTBA services are required in this Lot, focused upon administration of HCA-funded equity loan products only.
Therefore the Core Services described at section II.1.5: are subject to the following variations for this Lot:
i) Website and Marketing
The London HTBA website will be linked to the HCA's national HTBA hub site and follow uniform HTBA branding prescribed by the HCA, but services will be limited to:
- Information on HCA-funded equity loan products, providers and application/ eligibility criteria;
- Online enquiry and application processing facilities for HCA-funded equity loan products;
- A searchable database of developments offering homes on HCA-funded equity loan terms.
The London HTBA will only support non site-specific awareness-raising of HCA-funded equity loan products.
iv) Sales Administration - Equity Loan Products
The London HTBA will provide the full service, described at II.1.5 but in addition will:
- Operate a dedicated customer enquiry line 9am-5pm, Mon Fri for equity loan sales administration enquiries (only).
- Ensure appropriate website linkages to relevant GLA/ agent services.
v) Service Administration
The London HTBA will provide the full service described at II.1.5.
The London HTBA will not provide the Core Services ii or iii (Customer Guidance and Signposting or Applicant Assessment for Low Cost Home Ownership) described at II.1.5.
2)Common procurement vocabulary (CPV)

66000000, 72320000, 75100000, 75120000, 75123000, 79342000

3)Quantity or scope
See MOI for further details of geographic area, financial scope and service specification.
Estimated value excluding VAT:
Range: between 2 000 000 and 9 400 000 GBP
4)Indication about different date for duration of contract or starting/completion
Duration in months: 60 (from the award of the contract)
5)Additional information about lots
The Lot for HTBA services in London is for a different scope of services focused around equity loan sales coordination activities and does not include guidance on housing options or administration services related to LCHO products. Please see MOI for further details.
Minimum of estimated value range is based on the initial two (2) year contract term.
Maximum of estimated value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
Refer to tender documentation.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Applicants invited to tender will be expected to propose a Standard Fee (for delivery of core services excluding sales administration of equity loan products) and a Transaction Fee (for sales administration of equity loan products, payable upon completion of each equity loan funded sale) for each Lot.
See MOI for further details of Fee Structure and Payment Terms.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Joint and severable liability. The HCA reserves the right to require a consortium bidder to set up a single legal entity if awarded the contract.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: Applicants will be asked to confirm in a pre-qualification questionnaire that none of the conditions set down in article 45 of EC Directive 2004/18/EC apply to their organisation or expression of interest.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: Refer to PQQ and MOI.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
Refer to PQQ and MOI.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service
Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 45: and maximum number 72
Objective criteria for choosing the limited number of candidates: Refer to PQQ and MOI.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
HCAE14063
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
22.11.2013 - 13:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
All discussions, meetings and communications will be conducted in English.
The contract will be subject to English law. Tenders and all supporting documents must be priced in GBP and all payments under the contract will be made in GBP.
Minimum of estimated contract value range is based on the initial two (2) year contract term.
Maximum of estimated contract value range is based on the maximum five (5) year contract term, subject to extensions at the HCAs absolute discretion after year two (2).
The HCA will be the contracting authority for all HTBA services.
The HCA will not be bound to award a contract or contracts and may cancel the procurement at any point. Bidders are responsible for their own costs.
There is no guarantee of the volumes of sale completions or related services to be delivered through the Help to Buy Agent(s).
This procurement and award is subject to the transparency arrangements being adopted by the UK Government. These arrangements include the publication of tender documentation issued by the HCA and the contract between the HCA and supplier. Bidders should highlight any areas they consider commercially sensitive in order for the HCA to be able to honour our transparency obligations without undermining the bidders commercial interests.
Candidates are advised that the HCA is subject to the Freedom of Information Act 2000 ("The Act"). If a candidate considers that any of the information supplied as part of this procurement procedure should not be disclosed because of its commercial sensitivity, confidential or otherwise, they must, when providing this information, clearly identify the specific information they do not wish to be disclosed and clearly specify the reasons for its sensitivity. The HCA shall take such statements into consideration in the event that it receives a request pursuant to the Act which relates to the information provided by the interested party. Please note, it is insufficient to include a statement of confidentiality encompassing all the information provided in the response.

The HCA takes a zero-tolerance approach to bribery and corruption and sets high standards of impartiality, integrity and objectivity in relation to the stewardship of public funds and the management of its activities. The principles contained within this policy apply to both internal and external audiences, including anyone wishing to undertake business or engage with the HCA. Please refer to our Anti-bribery and Corruption Policy by visiting http://www.homesandcommunities.co.uk/ethical-policies for further information.

All dates included in this notice are provisional and potentially subject to revision.
To view this notice, please click here:

https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=76867244

GO Reference: GO-20131018-PRO-5206273
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500

Body responsible for mediation procedures

Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500

VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: The contracting authority will incorporate a minimum of 10 calendar days standstill period at the point information on the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to consider the decision and highlight any errors in the award process. Such appeals should be addressed to the contact in I.1. If an appeal regarding the award of a contract has not been successfully resolved, Public Contracts Regulations 2006 (SI 2006 No. 5) and any amendments thereon provide for aggrieved parties to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly and the intention to take action brought to the attention of the contracting authority to enable suspension of award proceedings.
VI.4.3)Service from which information about the lodging of appeals may be obtained

Homes and Communities Agency
St Georges House, Kingsway, Team Valley Trading Estate
NE11 0NA Gateshead
UNITED KINGDOM
Telephone: +44 3001234500

VI.5)Date of dispatch of this notice:
18.10.2013