The Federation wishes to form a technical advisory services panel which will run for four years from 1 December 2020. The panel will facilitate our needs to project manage capital building projects from a technical perspective. The panel will be formed of companies and named individuals. We anticipate the panel comprising of no more than five members but the Federation reserves the right to vary this.

The Federation is expected to have GBP 4 million per year school condition allocation which it would expect to focus on around five large building projects, i.e. refurbishment and maintenance. It could include new roofs, boilers, electrical systems, reconfiguration of classrooms, or extensions to buildings.

In addition to the school condition allocation, technical advisers may be called upon to support academies using their own budgets to undertake refurbishment work.

Projects may be allocated to technical advisers either by Direct Award or by issuing a further competition to all technical advisers on the panel.

Project management and technical advisory services are required to ensure the satisfactory and effective procurement and delivery of school building projects, utilising various different procurement vehicles including frameworks.

The Federation anticipates drawing up a panel of suitably experience/qualified technical advisors who it can call upon over the next 4 years on a call-off basis.

The technical advisory services will include project development through to completion of the building works and settlement of final account. The disciplines required are as follows, but not limited to:

— to prepare the scope of works or design brief;

— work up a programme to deliver the project by agreed dates with the Federation Project Manager;

— develop detailed design;

— provide the Federation’s Procurement Team with a list of contractors (names and email contact details) who should be alerted to the project for bidding purposes;

— prepare draft tender documents including detailed evaluation criteria and liaise with the Federation’s procurement team to reach a final version which the Federation will publish on contracts finder via its eTendering tool, myTenders; the opportunity will be advertised to the open market;

— respond to any project specific tender clarifications;

— evaluate all the tender bids, documenting your analysis, scoring and commentary against the evaluation criteria, providing a tender evaluation report and recommendation on which contractor(s) should be appointed and why and providing detailed feedback for those contractor(s) who were unsuccessful;

— following endorsement or agreement of the preferred contractor(s), draft a contract using an appropriate JCT format; the Federation’s procurement team will issue the contract;

— the technical advisor will be required to operate independently of the Federation’s project manager; the technical advisor will liaise and deal with the academy to deliver the programme of work on time and on budget to the academy and Federation’s satisfaction;

— building surveyor;

— cost management;

— risk management and analysis and develop and maintain a project risk register;

— town and country planning advisers;

— building control advisers;

— M&E engineering;

— structural and civil engineering;

— manage the works until handover;

— chair and minute meetings with client, school, stakeholders and contractors;

— the technical advisor will communicate regularly with the Federation and Academy updating regularly in writing and through onsite meetings;

— carry out regular site inspections during the works and provide progress updates to the Federation project manager;

— carry out monthly valuations and monthly predicated final accounts;

— final account preparations for approval by the Federation;

— issuing all contractual certification;

— prepare snagging lists and chair handover and commissioning meetings;

— end of defects period final inspection meetings;

— undertake principal designer duties;

— undertake HSE construction (Design and Management) Regulations 2015;

— clerk of work.

Other survey work - occasionally the Federation may have requirements for survey work to be undertaken and so costs for these should also be provided:

— building/area condition survey report,

— measured survey,

— roof survey,

— window survey,

— due diligence survey.