Provision of Property Management Services

Description

Crown Estate Scotland operates an outsourced business model for a significant part of its property management functions across its Rural, Coastal, Urban/Built Development, Minerals and Mines Royal and some of its Marine, Energy and Infrastructure activities. Currently there a series of contracts in place with firms of Managing Agents (MA’s) with specialist property management skills, capacity and experience which are due to end in March 2021. Crown Estate Scotland is looking for expressions of interest from parties capable of providing Managing Agent services. Lot 1: Provision of Managing Agent Services — Rural North Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8) One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of GBP c.93 900 000 with an approximate rent roll of GBP c.2 860 000 (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50 ha, 123 ac). Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement. Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development. The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT. The Rural Portfolio has been split to Rural North and Rural South. Refer to ITT Document. Lot 2: Provision of Managing Agent Services — Rural South Crown Estate Scotland wishes to establish a contract or contracts for the Managing Agent Services throughout Scotland. The requirement has been lotted as follows and bidders may select to bid for one or more lots: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8. One-Stop-Shop Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). Crown Estate Scotland is seeking to appoint Managing Agents to manage its Rural property portfolio in Scotland which has a property asset value of GBP c.93 900 000 with an approximate rent roll of GBP c.2 860 000 (March 2020). The current Scottish Rural portfolio extends to approximately 35 324 ha (87 287 acres) and consists of c.642 agreements across four estates, Fochabers and Glenlivet in Moray, Whitehill in Midlothian and Applegirth in Dumfries and Galloway plus an area of recently acquired land at Montrose (50 ha, 123 ac). Each estate has different characteristics, but they all have a range of common management requirements associated with a mix of asset types and different tenancy arrangements relating to agricultural land, residential property, other commercial activity, sporting and fishing interests. Fishing lets within the estates are managed as part of the estate and are separate from Lot 4 — Services to Salmon Fishing Rights (as described below). Further detail is set out in the scope of services required for each lot. Vacant properties on each estate are not enumerated below but will be part of the management requirement. Across all estates there is a requirement for regular liaison with tenants, community and other stakeholders, maintaining and raising the profile of Crown Estate Scotland, managing good relations with tenants and other stakeholders and contributing positively to the overall management of the rural portfolio. The role of agent will also involve regular liaison with Crown Estate Scotland staff including staff focussed on strategic level engagement, partnership working and project development. The management of in-hand commercial forestry across the four estates is undertaken by directly employed Crown Estate Scotland staff and is not part of this ITT. The Rural Portfolio has been split to Rural North and Rural South. Refer to ITT for further information Lot 3: Provision of Managing Agent Services - Services to the Coastal Estate Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8. Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map Crown Estate Scotland is seeking to appoint Managing Agents to manage coastal interests around Scotland. The coastal portfolio has a property asset value of GBP 35 300 000 (March 2020) with a rental income of GBP 3 280 000. The Coastal portfolio falls within Crown owned foreshore and seabed out to the 12 nautical mile territorial limit from the Scottish Border on the Solway to the Scottish Border at Lamberton on the East Coast, together with the Inner and Outer Hebrides, and the Isles of Orkney and Shetland. Within these areas, the portfolio comprises all seabed activities other than aquaculture installations, renewable energy developments, large value cables and pipelines and carbon capture and storage (CCS), which are managed in house by Crown Estate Scotland staff. Managing Agent services for the Coastal portfolio therefore covers activities such as port and harbour developments, dredging, marinas, moorings, jetties, small scale cable and pipelines, outfalls and regulating and conservation leases. Refer to ITT. Lot 4: Provision of Managing Agent Services — Services to Salmon Fishing Rights Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map Crown Estate Scotland is seeking to appoint Managing Agents to manage its salmon fishing rights interests in Scotland. Refer to ITT Lot 5: Provision of Managing Agent Services — Services to Minerals and Mines Royal Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map Crown Estate Scotland is seeking to appoint Managing Agents to manage its Minerals and Mines Royal interests throughout Scotland. Refer to ITT. Lot 6: Provision of Managing Agent Services — Services to Urban Estate Crown Estate Scotland currently has in place several contracts for management services undertaken by Management Agents. These have been subject to a review of outsourced services and following market engagement these services are now the subject of this retender exercise using a revised lotting structure as follows: 1) Rural (North); 2) Rural (South); 3) Coastal; 4) Salmon Fishing Rights; 5) Minerals and Mines Royal; 6) Urban; 7) Full Rural Service nationwide (including Salmon Fishing Rights, Minerals and Mines Royal); 8) Whole Rural and Coastal Service nationwide (Rural, Coastal, Salmon Fishing Rights, Minerals and Mines Royal). A map of the all the assets and existing agreements that Crown Estate Scotland have an interest in can be viewed on the website https://www.crownestatescotland.com/what-we-do/map Crown Estate Scotland is seeking to appoint Managing Agents to manage its Urban asset interests at 39-41 George Street in Edinburgh which has a property asset value of GBP 12 950 000. The asset comprises a ground and basement retail unit and four floors of office suites within a listed building at the eastern end of a prime Edinburgh location, including basement car parking and cycle storage, lifts and on-street entrance lobby with concierge facility. Refer to ITT