Simply better procurement

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User Guide

National Framework for Medium Works and Refit & Refurbishment Solutions Let’s build it better

For the Public Sector, getting construction projects off the ground can be challenging and time consuming. North East At Pagabo, we aim to make it quicker, simpler and more effective. North West Organisations right across the UK are taking advantage of our unique Yorkshire & Humber approach to Public Sector procurement, from NHS Trusts and Education bodies to Local Authorities and Councils. East Midlands Our Framework for Medium Works connects you to the right contractors West Midlands for all construction projects from £250k to £10m, whilst our Framework for Refit & Refurbishment Solutions connects you to specialist contractors for East of England all refurb projects with budgets over £250k. Both Frameworks are free to access, easy to use and fully compliant with all UK and EU procurement law. London

This user guide, specifically curated for Henry Boot Construction, provides South East all the information you need to get started, including which contractors are South West available in the North of England and the Midlands. Scotland N. Ireland About Henry Boot Wales Construction

Henry Boot Construction is renowned for its exceptional collaboration with clients, in delivering high quality projects that boost social value. Dynamic, innovative and modern, they exceed customer expectations through long-term, strategic partnerships.

1 Henry Boot and Pagabo:

Introduction to Pagabo 3-6 The National Framework for Medium Works: North of England 7-12 Midlands 13-16

The National Framework for Refit & Refurbishment Solutions 17-24

Other Frameworks available from Pagabo: • Dynamic Purchasing System for Small Works • Framework for Major Works • Framework for Total Car Park Solutions • Framework for Professional Services in Construction and Premises • Wide range of Goods & Services Frameworks

To find out more about any of our Frameworks, please give us a call on 01482 975883.

2 Why choose a Pagabo Framework?

We’re a different kind of Framework provider. With over 50 years’ experience in public sector procurement, we understand your challenges and work to deliver the most value possible from your projects.

3 reasons we're different: 1. We deliver: We won’t let you down when it comes to delivering the number of bids your project needs. Whether its 3, 4 or more – we work closely with the contractors to make sure it happens. 2. No project, no fee: We don’t believe in engagement fees. We share the risk in the early stages of the process by only charging fees once your project officially starts. 3. Your contract, your way: Our Frameworks are compatible with any contract type, whether its NEC, JCT or your own organisations.

Some other key benefits of using Pagabo:

Simplicity Support We take the complication out of procurement, so all our We provide support and advice throughout your project, Frameworks are free to access and easy to use. from Expression of Interest through to completion.

Transparency Stability We don’t hide costs. Our fees are fully transparent and We monitor the financial stability of our contractors to ensure charged as an agreed percentage of the overall project. they continue to be a safe pair of hands for your project.

Flexibility Value for Money Whether it’s a Direct Award or Further Competition, our Each of our contractors has met rigorous selection criteria Frameworks support a range of procurement processes. around quality of work and competitive pricing.

3 Delivering real social value

Driving real, meaningful social value is at the heart of what we do at Pagabo. Through our unique Social Value Calculator, we are able to calculate your social, economic and environmental impact and the financial value, in real monetary terms, of that impact. Pagabo adds value through our Frameworks by supporting social value at the feasibility, business case development, planning, procurement, delivery and maintenance stages of your investments.

As of March 2019, our Frameworks enabled £1.089 billion in social value.

Apprentices New Jobs Workforce Total – 173 Total – 691 Productivity (GVA) Total Value Total Value Total Value £4,682,752 £42,368,262 £226,338,023

£1.089 billion

Safeguarded Jobs Work Placements Benefit to Local Total – 2,592 Total – 468 Economies (LM3) Total Value Total Value Total Value £158,503,502 £551,223 £655,659,340 £1.089 billion

And, as part of our ongoing account management support, we can provide you with all the information and tools you need to report on the social value impact of your project.

To find out more about our social value approach please visit www.pagabo.co.uk/social-value

4 End-to-end support throughout the life of your contract

Our job doesn’t stop when you have chosen a Framework. We work closely with you throughout the life of the project, providing support and guidance to make sure that you get The assistance we provide: the most value from your contract.

Project Feasibility Assessment

Procurement Advice

Early Contractor Engagement

Documentation Preparation

Tender Process Management

Tender Evaluation Facilitation

Contractor On-Boarding

Establishing Pre-Construction Services Agreement

KPIs Management & Evaluation

Contractor Relationship Management

5 DIRECT FURTHER COMPETITION FURTHER COMPETITION Appointing AWARD (TWO STAGE) (SINGLE STAGE) your supplier 2-4 WEEKS 4-6 WEEKS 8-10 WEEKS

Client Access Agreement (CAA) – Review, sign and return the CAA (available from pagabo.co.uk)

Expression of Interest (EoI) – An EoI is the recommended route for early Whether it’s a Direct Award or Further engagement with our trusted contractors and will indicate: Competition (FC), our Frameworks make appointing a supplier easier and Your chosen procurement route more effective. When your procurement will take place Quality & Price Checks When the build will commence Throughout the process, we help We will supply contractor Estimated project value co-ordinate the appointment on your documentation, including tendered behalf, liaising with you, the contracting quality and price ratios. Further Competition authority and the contractors. A FC will be issued to all prospective contractors within the relevant Lot and Region. Any form of contract can be used for this such as NEC or JCT.

Stage One Single Stage The Stage One document can include: We’ll supply documentation • Quality questions to enable you to prepare an Business Case • A pre-construction programme accurate tender. We provide templates and • Method statements FC documents will then be assistance with drafting a business • Preliminaries cost/percentage prepared and submitted by the case for your chosen contractor. • Agreed overheads and profit relevant contractors. • A schedule of rates • Fees for Pre-Construction Services Agreement • CVs for management

Evaluation – We will provide spreadsheets to assist with the evaluation of the FC documents from contractors. NEC Required For the Direct Award process the form of Contract of NEC3 or NEC4 Stage Two must be used, however specific One contractor is taken forward from contract amendments can be made. Stage One as a preferred contractor into this Pre-Construction Services Agreement stage. The contractor then progresses the design of the project, formulates a project cost and agrees the contract with you.

CONTRACT AWARDED

6 National Framework for Medium Works | £250k-£10m

OJEU Reference: 2018/S 195-440584

Your route to successful building projects Benefit from streamlined procurement and best value on all your mid-sized construction projects through our National Framework for “I’m delighted with the outcome of this ground breaking Medium Works. framework. The quality of the bids were exceptional, and we can now offer the public sector the very best This fully OJEU compliant Framework can be in standards at a local level – a bundle never before used to commission a full range of building assembled on such a scale to SME construction works, valued between £250k to £10m. organisations across the UK.”

Providing real value and competition, it Jennifer A Jewitt FCCA CPFA, Director of Finance and includes 46 regional and national contractors, Business Development, The Education Alliance split across 3 project value bands. And there’s complete flexibility in how you award your contract - either Direct Award to your preferred contractor or go through a Further Competition process.

7 Framework facts

Project Value Term £250k-£10m Until December 2022

Lots Type 3 Further Competition or Direct Award

Contractors 46 regional Contracting Authority and national The Education Alliance

8 Lots & Supplier Breakdown for the North of England

Lot 1 – £250k to £1m Lot 2 – £1m to £5m Lot 3 – £5m to £10m

9 Lot 1 Suppliers – Contracts from £250k to £1m

Northumberland East Riding Suppliers Tees Valley and and Tyne and Cumbria Cheshire Greater Lancashire Merseyside and North North Yorkshire South Yorkshire West Yorkshire Durham Wear Manchester Lincolnshire

Dixons Contractors

F Parkinson

H&J Martin

Hobson & Porter

Illingworth and Gregory

Lindum Group

Morris & Spottiswood

Robert Woodhead Limited

Strategic Team Maintenance

Tom Willoughby

Whitfield & Brown (Developments)

William Birch & Sons

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 10 Lot 2 Suppliers – Contracts from £1m to £5m

Northumberland East Riding Suppliers Tees Valley and and Tyne and Cumbria Cheshire Greater Lancashire Merseyside and North North South West Yorkshire Durham Wear Manchester Lincolnshire Yorkshire Yorkshire

Conlon Construction

Dixons Contractors

ENGIE Regeneration

Esh Construction

G F Tomlinson Building

Henry Boot Construction

Hobson & Porter

Interserve Construction Limited John Graham Construction

Lindum Group

Morgan Sindall

Morris & Spottiswood

Robert Woodhead

Robertson

Seddon Construction

Sewell Construction

Shaylor Group

The Casey Group

VINCI Construction UK

Walter Carefoot & Sons

William Birch & Sons

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 11 Lot 3 Suppliers – Contracts from £5m to £10m

Northumberland East Riding Suppliers Tees Valley and and Tyne and Cumbria Cheshire Greater Lancashire Merseyside and North North Yorkshire South Yorkshire West Yorkshire Durham Wear Manchester Lincolnshire

Conlon Construction

ENGIE Regeneration

Esh Construction

G F Tomlinson Building

Henry Boot Construction

Henry Brothers Limited

Hobson & Porter

Interserve Construction Limited John Graham Construction

Morgan Sindall

Robertson

Seddon Construction

Sewell Construction

Shaylor Group

Simons Construction

The Casey Group

VINCI Construction UK

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 12 Lots & Supplier Breakdown for the Midlands

Lot 1 – £250k to £1m Lot 2 – £1m to £5m Lot 3 – £5m to £10m

13 Lot 1 Suppliers – Contracts from £250k to £1m

Herefordshire, Suppliers Derbyshire and Leicestershire, Rutland Lincolnshire Worcestershire and Shropshire and West Midlands Nottinghamshire and Northamptonshire Warwickshire Staffordshire

Dixons Contractors Limited

Lindum Group

Morris & Spottiswood Covered by DPS for Small Works Small DPS for by Covered

Robert Woodhead Limited

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 14 Lot 2 Suppliers – Contracts from £1m to £5m

Herefordshire, Suppliers Derbyshire and Leicestershire, Rutland Lincolnshire Worcestershire and Shropshire and West Midlands Nottinghamshire and Northamptonshire Warwickshire Staffordshire

Ashe Construction Limited

Clegg Construction

Dixons Contractors Limited

ENGIE Regeneration Limited

G F Tomlinson Building Limited

Henry Boot Construction

Hobson & Porter

Interserve Construction Limited

John Graham Construction Limited

Lindum Group

Morgan Sindall Construction and Infrastructure Limited

nmcn plc

Robert Woodhead Limited

Seddon Construction Limited

Shaylor Group Limited

Speller Metcalfe

The Casey Group Limited

VINCI Construction UK Limited

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 15 Lot 3 Suppliers – Contracts from £5m to £10m

Herefordshire, Suppliers Derbyshire and Leicestershire, Rutland Lincolnshire Worcestershire and Shropshire and West Midlands Nottinghamshire and Northamptonshire Warwickshire Staffordshire

Ashe Construction Limited

ENGIE Regeneration Limited

G F Tomlinson Building Limited

Henry Boot Construction

Hobson & Porter

Interserve Construction Limited

John Graham Construction Limited

Morgan Sindall Construction and Infrastructure Limited

nmcn plc

Seddon Construction Limited

Shaylor Group Limited

Simons Construction Limited

Speller Metcalfe

The Casey Group Limited

VINCI Construction UK Limited

To find out more about the Medium Works Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 16 National Framework for Refit and Refurbishment Solutions| £250k+

OJEU Reference: 2018/S 236-538730

Bring new life to your buildings “Managing the estates of our growing organisation is a significant challenge, this unique framework Designed for all your refurb related significantly simplifies the procurement of our refit works, our Refit & Refurbishment Solutions and refurbishment projects.” Framework provides compliant access to a range of specialist refit contractors, Steve Howell, CFO, Red Kite Learning Trust helping public sector organisations access the right expertise at the right price.

Framework facts

Type Project Value Further Competition Term £250k+ or Direct Award Until February 2023

Lots Contractors Contracting Authority 5 28 Red Kite Learning Trust

17 The perfect Framework for a full range of refit and refurbishment projects: Framework Lots The Framework is structured around 5 project value based Lots, covering the full range of refit and refurbishment project types: Lot 1 – £250k-£1m

Lot 2 – £1m-£5m

Lot 3 – £5m-£15m

Lot 4 – £15m-£30m

Lot 5 – £30m+

Areas covered by the Framework

Shell and Core

Category A Refurbishment

Category B Refurbishment

Internal refresh (in occupation)

Internal refresh (empty building)

Cut and Carve refurb (zero structural modification)

Cut and Carve refurb (with structural modifications)

18 Lots & Supplier Breakdown

North East North West Yorkshire & Humber East MidlandsNorth East West MidlandsNorth West East ofYorkshire England & Humber LondonEast Midlands Lot 1 – £250k to £1m SouthWest East Midlands Lot 2 – £1m to £5m SouthEast West of England ScotlandLondon Lot 3 – £5m to £15m N. IrelandSouth East WalesSouth West Lot 4 – £15m to £30m Scotland Lot 5 – £30m+ N. Ireland Wales

19 Lot 1 Suppliers – Contracts from £250k to £1m

North Yorkshire East West East of South South Northern Supplier East North West & Humber Midlands Midlands England London East West Wales Scotland Ireland

Borras Construction

ENGIE Regeneration

Esh Construction

FES Support Services

FP McCann

G F Tomlinson Building

H&J Martin

HA Marks

J Tomlinson

Lindum Group

Morris & Spottiswood

Overbury

Quinn London

R G Carter Construction

Seddon Construction

Shaylor Group

Styles&Wood

VINCI Construction UK

Whitfield & Brown

William Birch & Sons

Willmott Dixon Interiors

To find out more about the Refit & Refurbishment Solutions Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 20 Lot 2 Suppliers – Contracts from £1m to £5m

North Yorkshire East West East of South South Northern Supplier East North West & Humber Midlands Midlands England London East West Wales Scotland Ireland

Borras Construction

ENGIE Regeneration

Esh Construction

FP McCann

G F Tomlinson Building

H&J Martin

Henry Brothers

ISG Fit Out

J Tomlinson

John Graham Construction

Lindum Group

Morris & Spottiswood

Overbury

R G Carter Construction

Seddon Construction

Shaylor Group

Simons Construction

Styles&Wood

VINCI Construction UK

Wates Construction

Whitfield & Brown

William Birch & Sons

Willmott Dixon Interiors

To find out more about the Refit & Refurbishment Solutions Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 21 Lot 3 Suppliers – Contracts from £5m to £15m

North Yorkshire East West East of South South Northern Supplier East North West & Humber Midlands Midlands England London East West Wales Scotland Ireland

ENGIE Regeneration

Esh Construction

G F Tomlinson Building

Geoffrey Osborne

Henry Boot Construction

Henry Brothers

ISG Fit Out

John Graham Construction

Overbury

R G Carter Construction

Seddon Construction

Shaylor Group

Simons Construction

Styles&Wood

VINCI Construction UK

Wates Construction

William Birch & Sons

Willmott Dixon Interiors

To find out more about the Refit & Refurbishment Solutions Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 22 Lot 4 Suppliers – Contracts from £15m to £30m

Yorkshire East West East of Northern Supplier North East North West & Humber Midlands Midlands England London South East South West Wales Scotland Ireland

ENGIE Regeneration

Esh Construction

Geoffrey Osborne

Henry Boot Construction

ISG Fit Out

John Graham Construction

Overbury

R G Carter Construction

Shaylor Group

Simons Construction

VINCI Construction UK

Wates Construction

Willmott Dixon Interiors

To find out more about the Refit & Refurbishment Solutions Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 23 Lot 5 Suppliers – Contracts from £30m+

Yorkshire East West East of South Northern Supplier North East North West & Humber Midlands Midlands England London South East West Wales Scotland Ireland

Geoffrey Osborne

ISG Fit Out

John Graham Construction

Overbury

VINCI Construction UK

Wates Construction

Willmott Dixon Interiors

To find out more about the Refit & Refurbishment Solutions Framework, please give us a call on 01482 975883 or visit pagabo.co.uk 24 Notes

25 26 Karen Fisher [email protected] 07717 636221 01246 581665

Callywhite Lane, Dronfield, Derbyshire, S18 2XN www.henrybootconstruction.co.uk

pagabo.co.uk | 01482 975883