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Changes to notice

This notice has been edited. The previous version is still available.

Scope

Reference

SH2025030

Description

Southern Housing are seeking to procure 4 contractors to delivery of lift modernisation works across 4 Lots.

And Bidders will be required to have the capability to fulfil the following roles in support of contract delivery:

a. Liaison with Residents in relation to the programme of works and facilitating support for Residents during works including temporary access solutions such as stairlifts where feasible and there is an identified need

b. Legal responsibility of Principal Designer and Principal Contractor roles under both CDM

c. Legal responsibility of Principal Designer and Principal Contractor roles under Building Safety Act requirements

Bidders are able to tender for multiple Lots but will only be able to secure 1 Lot. Each Lot will be scored and evaluated individually and contracts will be awarded on the basis of the Most Advantageous Tender (MAT).

The contracts will be for an initial term of 5 years with an option to extend by up to a further 5 years at prescribed intervals.

The Client is targeting the following strategic objectives and added value benefits:

1. High-quality customer experience utilising technology to enhance the customer experience where possible.

2. Increased resident satisfaction

3. Efficient service delivery

4. Standardised approach to delivery and simple payment processes

5. Delivery of reinvestment activity within agreed budget and time frames

6. Continued safe operation of systems in accordance with current and emerging regulations

7. An improvement in our contract specification, incorporating all specific requirements and identified service improvements

8. Improved cost transparency and built-in flexibility to evolve the price mechanism and model in future

9. Improved performance mechanism to both motivate the contractors and provide sufficient mechanisms to effectively address and remedy poor performance

10. Excellent health and safety performance

11. Collaborative approach offering continuous improvement of the service and related methodologies

12. Access to new and emerging technology solutions, such as remote monitoring

13. Improved contract and financial management

14. Supporting service resilience and agility

15. Delivery of social value outcomes

16. Ideas and innovation.

The Client reserves the right, at its sole discretion, to update, modify or replace its strategic objectives or policies after the date of

this Invitation to Tender by notification to the Bidders in writing.

In accordance with section 52 of the Act, wherever the Client enters into a public contract with an estimated value of more than

£5 million, the Client must set and publish at least three key performance indicators in respect of the Contract.

In light of the estimated value of the Contract, the Client has set the following indicative key performance indicators in

accordance with section 52 of the Act for the purposes of this procurement:

KPI 1 – Performance Against Programme – Lift availability

KPI 2 – Performance Against Programme - Completions

KPI 3 – Defects at Witness Testing

KPI 4 – Health and Safety File submission

Total value (estimated)

• £85,980,224 excluding VAT
• £103,176,268.80 including VAT

Above the relevant threshold

Contract dates (estimated)

• 9 December 2026 to 8 December 2031
• Possible extension to 8 December 2036
• 10 years

Description of possible extension:

The Contracts will be for an initial term of 5 years with an option to extend by up to a further 5 years providing a maximum term of 10 years

Options

The right to additional purchases while the contract is valid.

The Contract may be modified on the materialisation of a known risk within the meaning of section 74 and paragraph 5 of Schedule 8 to the Act, or to enable the exercising of options as set out in. Volume 2 – JCT MTC 2024 Form of Contract with Amendments.

Main procurement category

Works

CPV classifications

• 42416100 - Lifts
• 42416120 - Goods lifts
• 42416130 - Mechanical lifts
• 42418220 - Chairlifts
• 42419510 - Parts of lifts
• 45300000 - Building installation work
• 50700000 - Repair and maintenance services of building installations

Contract locations

• UKI - London
• UKJ - South East (England)
• UKF - East Midlands (England)
• UKG - West Midlands (England)

Lot constraints

Maximum number of lots a supplier can be awarded: 1

Description of how multiple lots may be awarded:

a. If a Bidder bids for one Lot and is ranked 1st in that Lot following tender evaluation, they

will be awarded that Lot.

b. If a Bidder bids for two or more Lots and is ranked 1st in more than one Lot following tender evaluation, the following approach will apply:

a. The Lot with the highest MAT score will be awarded to the Bidder and the Bidder will be automatically deemed to have withdrawn from the other Tender Submissions relating to the other Lots and the other Lots will be re-evaluated in accordance with the assessment methodology provided within this Invitation to Tender.

b. If the Bidders MAT scores are the same for more than one Lot, then the Bidders Quality evaluation score will be reviewed for each Lot and the Lot with the highest Quality evaluation score will be awarded to the Bidder and the Bidder will be automatically deemed to have withdrawn from the other Tender Submissions relating to the other Lots and those Lots will be re-evaluated in accordance with the assessment methodology provided within this Invitation to Tender.

c. If the Bidders MAT scores and Quality evaluation scores are the same for more than one Lot then the Bidders Price evaluation score will be reviewed for each Lot and the Lot with the highest Price evaluation score will be awarded to the Bidder and the Bidder will be automatically deemed to have withdrawn from the other Tender Submissions relating to the other Lots and those Lots will be re-evaluated in accordance with the assessment methodology provided within this Invitation to Tender.

d. If the Bidders MAT scores, Quality evaluation scores and Price evaluation scores are the same for more than one Lot then the Bidder will be awarded the Lot with the highest contract value and the Bidder will be automatically deemed to have withdrawn from the other Tender Submissions relating to the other Lots and those Lots will be reevaluated in accordance with the assessment methodology provided within this Invitation to Tender.

e. When Lots are re-evaluated in accordance with the assessment methodology provided within this Invitation to Tender, following a Bidder being automatically deemed to have withdrawn from the other Tender Submissions relating to the other Lots, the outcome will be:

I. A Bidder that has not previously been awarded a Lot will be awarded a Lot.

Lot 1. Batch 1

Description

Batch 1 - Lift Modernisation Works

Lot value (estimated)

• £21,227,253 excluding VAT
• £25,472,703.60 including VAT

Same for all lots

CPV classifications, contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.

Lot 2. Batch 2

Description

Batch 2 - Lift Modernisation Works

Lot value (estimated)

• £21,630,049 excluding VAT
• £25,956,058.80 including VAT

Same for all lots

CPV classifications, contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.

Lot 3. Batch 3

Description

Batch 3 - Lift Modernisation Works

Lot value (estimated)

• £21,204,562 excluding VAT
• £25,445,474.40 including VAT

Same for all lots

CPV classifications, contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.

Lot 4. Batch 4

Description

Batch 4 - Lift Modernisation Works

Lot value (estimated)

• £21,918,360 excluding VAT
• £26,302,032 including VAT

Same for all lots

CPV classifications, contract locations, contract dates and options are shown in the Scope section, because they are the same for all lots.

Participation

Legal and financial capacity conditions of participation

Lot 1. Batch 1

Lot 2. Batch 2

Lot 3. Batch 3

Lot 4. Batch 4

As set out in the CPQ and tender documents.

Technical ability conditions of participation

Lot 1. Batch 1

Lot 2. Batch 2

Lot 3. Batch 3

Lot 4. Batch 4

As set out in the CPQ and tender documents.

Submission

Enquiry deadline

20 July 2026, 5:00pm

Tender submission deadline

27 July 2026, 5:00pm

Submission address and any special instructions

All tender submissions must be submitted via the MyTenders portal: in accordance with the ITT

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

11 November 2026

Award criteria

Other information

Payment terms

As set out within the Invitation to Tender documentation

Description of risks to contract performance

a) Material availability

b) Material pricing volatility

c) Change of law/legislation

d) Change of regulation

e) Contractor failure

Applicable trade agreements

• Government Procurement Agreement (GPA)

Conflicts assessment prepared/revised

Yes

Procedure

Procedure type

Open procedure

Documents

Associated tender documents

Schedule 5 - Specification A - Project Brief

Schedule 5 - Specification B - General Specification

Schedule 7 - Key Performance Indicators

Volume 2 - JCT Measured Term Contract

Volume 2 - JCT MTC 2024 Schedule of Amendments

Volume 3 - Quality Evaluation Questions

Volume 3 - Tender Certificate and Checklists

Invitation to Tender

Volume 3 - Conditions of Participation Questionnaire

Schedule 5 - Specification C - Lift Replacement Tender Specification

Volume 3 - Price Frameworks

Supporting Information - Ge Mapping

Contracting authority

Southern Housing

• Public Procurement Organisation Number: PXJP-9994-BJBR

59-61 Clerkenwell Road

London

EC1M 5LA

United Kingdom

Contact name: Kim Newman

Email: Procurement [at] pmlgroup.com

Website:

Region: UKI43 - Haringey and Islington

Organisation type: Public authority - sub-central government