Contract Arrangements and tender process for the employment of Wheelan & Co Chartered Surveyors

Richard O'Lone made this Rhyddid Gwybodaeth request to South-Eastern Education and Library Board (Northern Ireland)

This request has been closed to new correspondence. Contact us if you think it should be reopened.

Roedd y cais yn llwyddiannus.

Dear Education Authority / South-Eastern Education and Library Board (Northern Ireland),

(All questions refer to Education Authority SE & South-Eastern Education and Library Board SEELB as a single body having continuity of dates from one organisation to the new structure)
We write to you to seek clarification about the continued use of Wheelan & Co. Chartered Quantity Surveyors, (Ivan McLorn) and the associated tender process where one exists.

1. Please confirm that this appointment was by Tender or confirm the appointment was by another process ?
2. Please confirm the start date and the completion date of this contact?
3. What process was used for selection of Wheelan and Co. and how was Value for money assured and bench marked over the whole life of the relationship?
4. During the process of the tenure has the rates been increased?
5. Can you confirm if any additional payments other than agreed rate have been paid for example but not limited to, travel or subsistence, targets, bonus.
6. Can you detail the scope of the function/works provided to SEELB / EASE by Wheelan & Co and Ivan McLorn, please provide a copy or detailed list.
7. Can you confirm the date this will be re-tendered

Yours ,

Alberta Park,

14 September 2015

 

 

Dear Sir

 

Re: Information Request received on 14 September 2015. Our Ref: RFI/543

 

I write further to your recent information request which is receiving
attention.

 

We are currently considering your request in more detail and will forward
a response to you as soon as possible but not later than the 12 October
2015.                           

 

If for any reason this situation changes, we will notify you.

 

Yours sincerely

 

Alberta Park

Information Officer

Education Authority

South Eastern Region

Grahamsbridge Road

Dundonald

BT16 2HS

 

T: 028 9056 6297

E: [1][email address]

W: [2]www.eani.org.uk; [3]www.seelb.org.uk

 

 

The Education Authority became operational on 1st April 2015.  Please note
that my email address has changed to [4][email address] - Please
update your records accordingly.

 

 

 

dangos adrannau a ddyfynnir

Alberta Park,

7 October 2015

 

 

Dear Sir

 

Re: Request for Information received on 14 September 2015.  Our Ref:
RFI/543

 

I write further to your recent request for information. Please find
detailed the following information:-

 

1.    Copy of your initial request.

 

2.    The following information as per your request:

 

1. Please confirm that this appointment was by Tender or confirm the
appointment was by another process ?

 

Wheelan & Co. was directly appointed by the SEELB in June 2011 following a
tender process.  Subsequently since then, Wheelan & Co has carried out
work for the SEELB / EA through its position as part of the supply chain
of two integrated design teams led by another company, both of which have
been following a tender process.

 

2. Please confirm the start date and the completion date of this contact?

 

Wheelan & Co. was directly appointed by the SEELB in June 2011 and
subsequently in August 2013 and May 2014 as part of the supply chain of
two integrated design teams lead by another company.  The nature of the
Pre-Qualified Lists for Managed Services mean that no specific completion
date is included however the SEELB / EA regularly publically advertise for
new tender opportunities for such services.

 

3. What process was used for selection of Wheelan and Co. and how was
Value for money assured and bench marked over the whole life of the
relationship?

 

Wheelan & Co.’s appointment in June 2011 was by selection on the basis of
the overall most economically advantageous tender.  Its subsequent
appointments as part of the supply chain of two integrated design teams
lead by another company were on the basis of the overall best commercial
response.  These published criteria for award established value for money
at the outset.

 

4. During the process of the tenure has the rates been increased?

 

There were no rate increases in any of the three appointments described in
the response to question one.

 

5. Can you confirm if any additional payments other than agreed rate have
been paid for example but not limited to, travel or subsistence, targets,
bonus.

 

In all of the three appointments described in the response to question
one, Wheelan & Co. has been paid for its services in accordance with the
terms and conditions of its contract.  This has not resulted in additional
payment for travel, subsistence, targets or bonuses.

 

6. Can you detail the scope of the function/works provided to SEELB / EASE
by Wheelan & Co and Ivan McLorn, please provide a copy or detailed list.

 

In all of the three appointments described in the response to question
one, Wheelan & Co. has provided a wide range of quantity surveying
services on minor work and maintenance projects.  No prescriptive lists of
individual services exist.

 

7. Can you confirm the date this will be re-tendered

 

Appointments for quantity surveying and other professional services are
based on the Authority’s current and projected programme of works and
available funding for same.  No specific date has been determined but all
tender opportunities will be publically advertised on eSourcing NI or its
successor.

 

If you have any complaints in respect of your information request, please
submit your complaint in accordance with the South Eastern Region’s
Comments and Complaints Policy which is available on the Region’s website.

 

In the event that you remain dissatisfied with the handling of your
complaint we are obliged to advise that you may direct your complaint to
the Information Commissioner’s Office at the address provided below:

 

Information Commissioner

Wycliffe House

Water Lane

Wilmslow

SK9 5AF

 

Yours sincerely

 

 

Alberta Park

Information Officer

Education Authority

South Eastern Region

Grahamsbridge Road

Dundonald

BT16 2HS

 

T: 028 9056 6297

E: [1][email address]

W: [2]www.eani.org.uk; [3]www.seelb.org.uk

 

 

The Education Authority became operational on 1st April 2015.  Please note
that my email address has changed to [4][email address] - Please
update your records accordingly.

 

 

 

dangos adrannau a ddyfynnir