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Sydney - Road - Coburg - EOI - From Client
Sydney - Road - Coburg - EOI - From Client
COBURG
JANUARY 2019
DV gives notice that (and by lodging a submission, each Respondent acknowledges and accepts that):
a. by replying to this EOI, that it has read, understood and accepted the terms and conditions of this EOI and of this disclaimer;
b. all descriptions, dimensions, references to conditions, statements, estimates and projections contained in this EOI (Information) are given in good faith and,
although believed to be correct at the time of issue, may or may not be correct and are subject to final surveys and designs. This EOI does not purport to contain
all the information each Respondent may require;
c. it must conduct its own independent investigation, due diligence and analysis in respect of the information in this EOI, fully inform itself in relation to all matters
arising from the Invitation, including all matters regarding DV’s requirements for the provision of goods and/or services and rely solely on its own enquiries and inspections
as to the significance, adequacy, accuracy, currency, reliability and completeness of the Information and obtain independent advice from appropriate sources;
d. it will be deemed to have made its own enquiries and assessed all risks regarding the EOI, and to have fully incorporated the impact of any unknown risks into its Submission;
e. neither DV nor its employees, contractors or consultants have verified the significance, adequacy, accuracy, currency, reliability or completeness of any of the Information,
including any estimates or projections. Accordingly, DV and its employees, contractors and consultants make no representation or warranty expressed or implied, as to the
significance, adequacy, accuracy, currency, reliability or completeness of the Information or any information which may be provided in connection with it;
f. to the extent permitted by law, neither the DV nor its Associates shall be liable to any Registrant, Respondent’s participants, or any other person under the law of contract,
tort (including negligence), the principles of restitution or unjust enrichment or otherwise for any loss, expense, damage or other liability which may arise from or be
incurred or suffered as a result of anything contained in (or omitted from) the Information; and
g. DV expressly disclaims any and all liability relating to or resulting from the use of such information by any Respondent’s Participant in the preparation of a Submission.
POLICY PILLARS
Development Victoria’s approach is underpinned by five policy pillars.
1 2 3 4 5
Housing Economic Urban Value creation Social and
development renewal and capture economic
infrastructure
Promoting and Delivering projects Planning and Pursuing value Delivering social
delivering housing to drive economic developing capture and and economic
diversity and development strategic urban creation infrastructure
affordable housing renewal precincts opportunities
Development Victoria is currently delivering projects of state significance, including the Ballarat West
Employment Zone and Parkville Gardens developments. Our 30+ residential developments provide a
diverse range of housing options for Victoria.
CIRQ
Specification of income ranges in the Planning and Environment Act 1987 (as at 2018).
DV – Development Victoria.
EOI DOCUMENTATION – means this Expression of Interest document and any other
documentation issued by the State to the Respondent.
EOI PHASE – means DV’s process of inviting, receiving, evaluating and short-listing
Submissions to this EOI.
HOUSING ASSOCIATION – any organisation registered under the Housing Act 1983 (Vic).
MARKET HOUSING – housing that is sold or leased at market rates above the Affordable
Purchase or Affordable Rental thresholds.
PROJECT (SITE) – means the development of the site known as 541 Sydney Road, Coburg.
RESPONDENT – a party that received this EOI Document and provides an EOI submission.
A Respondent must be a Housing Association or include a Housing Association in the
structure of their bid.
RETURNABLE SCHEDULES – means the documents set out in Appendix A which are to be
completed by the Respondent and included in their Submission.
SHARED EQUITY HOUSING – involves the State, or another entity, taking part ownership or
equity in a dwelling in partnership with the home buyer. By allowing the home buyer to pay
less than 100 percent of the property, the home owner requires a smaller loan and deposit –
thereby allowing them to enter the market earlier.
SOCIAL HOUSING
a) Public housing that is owned and operated by a public sector body; and
b) Housing owned, controlled or managed by a participating registered agency.
FT
DRAA FT
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TRAIN LIN
MORELAND
CITY
TRAM 19
COUNCIL
COBURG
PRIMARY
SCHOOL
COMMUNITY
ROAD CENTRE
COLES
TRAIN LINE
COBURG
SYDNEY
NIGHT
MARKET
LIBRARY
COBURG
LEISURE
CENTRE
TRAM 19
WOOLWORTHS CHEMIST
MUNRO S
TREET
RETAIL
AREA
CBD
9KM
TRAIN LINE
OPPORTUNITY
541 Sydney Road, Coburg is ideally
located for the purposes of providing
social and/or affordable housing with
strong linkages to jobs, public transport,
retail outlets, schools and a wide range
of public and private services.
Area of 1,923m2
Route 19
500m walk to
Coburg Train Station
HARDING
STREET
Bell Street,
180 metres south
MELBOURNE CBD
OPEN
SPACE/
RESERVE
MARKET
D
OA
YR
NED
BANKS
SY
BELL STREET
CHEMIST
BD
OC
ST
TE
INU
5M
–3
19
AM
TR
WOOLWORTHS TRA
IN L
INE
30
MIN
UTE
ST
OC
LIBRARY COLES BD
THE
ROS
SITE
S ST
REE
T
EOI SUBMISSIONS
Respondents interested in purchasing and developing the site are required
to complete the five Returnable Schedules contained in this document.
These schedules will be used to address the evaluation criteria:
• Declaration
• Returnable Schedule 1 – Respondent company information
• Returnable Schedule 2 – Mandatory criteria checklist
• Returnable Schedule 3 – Affordable Housing Outcomes
• Returnable Schedule 4 – Organisational experience, capability and expertise
• Returnable Schedule 5 – Financial Offer and Development Funding
• Respondents may include in their Submissions any other information considered relevant.
To register as a Respondent, interested parties must provide a completed Returnable Schedule 1 by 5pm Friday 15 March
2019 via: Coburg.EOI@development.vic.gov.au This will ensure the Respondent receives any further information that is
provided as an Addendum.
If making a submission as part of a consortium, Respondents must ensure each member of the consortium
completes the Declaration in the Returnable Schedules, and in doing so agrees to be bound by the evaluation process.
All information fields in the Returnable Schedules must be completed and contain the information requested. DV may in its
absolute discretion reject a submission that does not include the information requested.
STEP DATES
• DV intends to move directly from the bid evaluation phase to negotiations with the preferred respondent.
• Submissions shall be made by 29 March 2019 and will close at 3pm.
• Late submissions will not be assessed.
MANDATORY
2 Respondents must be a Housing Association or structure their bid to include at least one Housing Association.
3 Respondents must agree to enter into an agreement with DV to acquire the site.
WEIGHTED CRITERIA
FINANCIAL EVALUATION
6 The proposed financial offer and associated financial structure requires approval through various
Government bodies including but not limited to the Valuer General of Victoria (VGV) and the Victorian
Government Land Monitor (VGLM).
7 All offers which comply with the mandatory criteria will be referred to the VGV to assess fair market value
with respect to social and affordable housing outcomes proposed in the bid.
8 Each offer considered by the VGV to represent fair market value will be shortlisted to be assessed against
the weighted criteria set out above.
9 Subsequent to selection of preferred respondent, all other Government approvals will be sought.
APPENDICES
A – SITE DETAILS
B – TECHNICAL/SITE
INFORMATION
C – PROCESS
D – GENERAL TERMS
AND CONDITIONS
1
image
FT
DRA
FT
DRA
DECLARATION
This Returnable Schedule should be executed by either two directors or one director and one company secretary
(or a sole director, where relevant) of the Respondent.
If the Respondent is not incorporated in Australia, this Returnable Schedule should be signed in accordance
with the laws of the Respondent’s relevant jurisdiction.
Assuming the Respondent is incorporated in Australia, an appropriate attestation clause to be used for these
purposes is set out below.
The Respondent declares that the information set out in its Submission is true and correct
Executed by
......................................................................................................
Pty Ltd in accordance with section 127 of the
Corporations Act 2001 (Cth) by or in the presence of:
Respondents shall provide details regarding the identity of the Respondent including the following:
1. Name
2. Position/title
3. Telephone
4. Email
Where a respondent comprises a consortium, Table A information is required for each consortium member outlining who is
the lead entity and the role each entity undertakes as part of this invitation. It is mandatory that one of the members is a
Housing Association.
RETURNABLE SCHEDULE 2
MANDATORY CRITERIA CHECKLIST
INDICATE IF MET REFERENCE SECTION
OF EOI SUBMISSION
*Provide further detail in relation to proposed type and extent of Affordable Housing sub-sets. i.e. Affordable Rental,
Affordable Purchase, Key Worker Housing and Shared Equity Housing.
RETURNABLE SCHEDULE 4
ORGANISATIONAL EXPERIENCE, CAPABILITY AND EXPERTISE
Respondent to provide examples detailing up to three development projects that demonstrate capability to deliver this project
including the details of key staff and their experience delivering these types of projects:
The EOI Closing Time may be extended by DV in its absolute Responses to any clarification questions in relation to the EOI
discretion by providing written notice to Respondents by way may be provided to all Registrants. Where a Respondent is of
of an addendum. the view that a clarification question is not of a general nature,
but relates to proprietary aspects of its proposed Submission,
A Respondent accepts all responsibility for delivery of its
the Respondent may identify that question as such. If DV agrees,
Submission by closing time on the EOI Close Date.
the response will not be circulated to other Respondents.
LATE SUBMISSIONS
However, if DV is of the view that the question is not proprietary,
Late submissions will not be assessed. DV will advise the relevant Respondent, who will then have the
option to withdraw the question. If the Respondent continues
NOMINATED CONTACT to request a response to that question, the question and the
All questions and clarifications concerning this EOI, response will be circulated to all Respondents.
should be directed in writing to:
DV reserves the right, in its absolute discretion, to seek
Marcelle Ganly, clarification or further information in relation to any
Development Manager, Submission received.
Development Victoria
Coburg.EOI@development.vic.gov.au CONSULTATION AND UNAUTHORISED COMMUNICATION
All enquiries are to be submitted in writing via email. Respondents must not engage in any activities or obtain or provide
Enquiries are to be provided no later than 5pm on 22 improper assistance that may be perceived as, or that may have
March 2019. the effect of, influencing the outcome of this procurement process
in any way. Such activities or assistance may, in the absolute
All communications regarding this EOI are to be directed
discretion of DV, lead to the exclusion of a Respondent from the
to the Nominated Contact. Communications with any other
Procurement Process.
person in relation to the EOI may result in the Respondent’s
Submission being excluded from the Procurement Process FURTHER MARKET ENGAGEMENT
at DV’s absolute discretion.
The State and DV reserves the right to conduct further market
QUESTIONS AND CLARIFICATION engagement after the EOI Close Date, in any manner it sees fit
including, but not limited to, extension of the EOI Close Date or
Respondents may seek clarification from DV regarding any
conducting one or more further EOI phases.
aspect of this EOI. Clarification must be sought in writing from
the Nominated Contact no later than seven days prior to the
EOI Close Date.
c) the rights, powers and discretions given to DV in this EOI are e) to any Associate to the extent necessary in the pursuit of the
not pursuant to any contract between DV and the Respondent, Procurement Process or for the purpose of undertaking the
but rather are rights, powers and discretions which DV has as Project; or
part of the EOI;
f) general information from Respondents required to be disclosed
d) despite the previous paragraph, by lodging a Submission, the by Government policy.
Respondent and the Respondent’s Participants (if applicable)
are bound by the terms of this EOI and their respective Freedom of Information
Submission to this EOI; and The FOI Act applies to the information provided by a Respondent
e) DV has no contractual or other legal obligation to the Respondent in its Submission. Respondents should note that the FOI Act allows
arising out of this EOI with respect to the consideration, the members of the public rights of access to documents of DV.
evaluation, the acceptance or the rejection of any Submission
All or part of the information provided by a Respondent may be
or the failure to consider, evaluate or accept any Submission.
disclosed to third parties if there is a requirement to do so under
the provisions of the FOI Act. Any information that is commercially
CONFIDENTIALITY AND PROPRIETARY INFORMATION IN AND
sensitive or confidential must be marked ‘commercial and
USE OF EOI
confidential’. This special notation must not be used unless the
Proprietary information information is genuinely confidential. Marking information as
Copyright in this document vests in DV. A Respondent may copy, ‘commercial and confidential’ will not necessarily prevent disclosure
save electronically, or otherwise reproduce this EOI for the purpose of the information in accordance with the FOI Act. Any decision
only of preparing and submitting its Submission. to release information will be determined by the requirements of the
FOI Act. Respondents will not be entitled to make any claim in relation
A Submission becomes the property of DV upon lodgement to any actions taken in relation to, or under, the FOI Act.
by the Respondent and will not be returned to the Respondent.
Use of EOI by DV or its Employees
Personal information collected as part of the Procurement Process
will be handled in accordance with the Privacy and Data Protection By lodging a Submission, the Respondent and any Respondent’s
Act 2014 (Vic). Participant authorise and consent to the use of the information
in the Submission in the manner specified in this section Any
Intellectual Property Rights that may exist in a Submission will constraint which otherwise might arise under this section or
remain the property of the Respondent, or any other person legally otherwise at law does not apply to the use of the information
entitled and so identified within the Submission. Any element in the manner specified in this section.
of a Submission considered to carry any Intellectual Property
Rights should be clearly identified by the Respondent within the The Respondent and any Respondent’s Participant:
Submission. Where DV, in its absolute discretion, determines that a) licenses DV and each Employee to copy, adapt, modify, disclose or
such elements are subject to such a right, DV will treat that do anything else necessary, in DV’s sole discretion, to all material
element as protected. and information (including that material which contains any
Intellectual Property Rights of the Respondent or any other person
Confidentiality
so identified within the Submission), contained in the Submission,
Each Submission will, to the extent that it contains information that for the purposes of evaluating and clarifying the Submission, in
is not in the public domain, be held as Commercial-in-confidence relation to the risk allocation, risk management issues and any
and will be treated as confidential by DV. DV will not disclose the additional information provided in response to this EOI document
contents of a Submission, except: and for the development of the Contract Documentation; and
d) Secure and confidential market engagement information; Respondents must identify any Respondent’s Participant that
is a Related Party of a Respondent’s Participant within another
e) Identifying and managing conflicts of interest; prospective Respondent. Failure to do so may result in a short-listed
Respondent being disqualified from the Procurement Process.
f) Allocating appropriate capability;
Not to influence or offer incentives
g) Engaging probity practitioner/s where warranted A Respondent or a Respondent’s Participant must not offer any
incentive to, or otherwise attempt to, influence any of the persons
Probity Adviser who are either directly or indirectly involved in the evaluation
DV has engaged an independent Probity Adviser to ensure fairness process for any stage of the Procurement Process, or in the
and probity of the process. awarding of any subsequent contract. If DV determines in its
absolute discretion that a Respondent or a Respondent’s
Should Respondents wish to raise any concerns in regard to the
Participant has violated this condition, the relevant Respondent
conduct of the process, such concerns should be set out in writing
may be disqualified from the Procurement Process.
to the Probity Adviser.
The Probity Adviser’s details are as follows: CHANGE IN CIRCUMSTANCE
A Respondent or a Respondent’s Participant must not offer any
Pitcher Partners Consulting Pty Ltd
incentive to, or otherwise attempt to, influence any of the persons
Level 13, 664 Collins Street who are either directly or indirectly involved in the evaluation process
Docklands Vic 3008 for any stage of the Procurement Process, or in the awarding of any
subsequent contract. If DV determines in its absolute discretion
The Probity Adviser is directly accountable to DV. that a Respondent or a Respondent’s Participant has violated this
Respondents must immediately advise the Probity Adviser via DV of condition, the relevant Respondent may be disqualified from the
any concerns about the probity or integrity of this EOI Phase, so that Procurement Process.
the matter may be considered and remedied where appropriate.
SUBMISSIONS
Respondents must detail their concerns and clearly set out the
issue in question and how it impacts on the Respondent’s interest Declaration
and any relevant background information. Because any delay in As part of their Submission, Respondents must complete,
notifying DV and the Probity Adviser may prejudice the rights of execute and submit a declaration in the form contained in
other Respondents, each Respondent agrees that unreasonable Returnable Schedule A.
delay in notification of any concerns precludes the Respondent
taking action, legal or otherwise, based on those concerns. Illegible content, alteration and erasures
Incomplete Submissions may be disqualified or evaluated solely
Conflict of interest
on the information contained in the Submission.
Any Respondent or Respondent’s Participant with any actual or
potential conflict of interest in relation to its potential involvement DV may disregard any content in a Submission that is illegible and
in the Project must declare that interest to DV in its Submission as will be under no obligation whatsoever to seek clarification from
soon as the conflict is identified, and whether identified before or the Respondent.
after lodgement of its Submission.
DV may permit a Respondent to correct an unintentional error in its
Probity checks Submission where that error becomes known or apparent after the
By lodging a Submission, the Respondent and Respondent’s EOI Closing Time, but in no event will any correction be permitted if
Participants (if applicable), including its directors and key personnel, DV reasonably considers that the correction would materially alter
are deemed to consent to probity checks being conducted prior to the substance of the Respondent’s Submission.
any evaluation being finalised.
Obligation to notify errors
Such probity checks may include investigations into commercial If, after a Submission has been submitted, the Respondent becomes
structure, business and credit history, prior contract compliance aware of an error in the Submission (excluding clerical errors which
and any criminal records or pending charges. They may also include would have no bearing on the evaluation of the Submission) the
interviews with any professional referees nominated and research Respondent must promptly notify DV of such an error.
into any relevant activity that is or might reasonably be expected to
be the subject of criminal investigation. Withdrawal of Submission
The Respondent and Respondent’s Participants agree if requested by A Respondent who wishes to withdraw a Submission previously
DV to obtain such consents from individuals as are required by law submitted by it must immediately notify DV’s Nominated Contact
to be obtained for such probity checks and criminal investigations. of that fact. Upon receipt of such notification, DV will cease to
consider that Submission.
d) change the basis on which Respondents may, or are required to, JURISDICTION OF VICTORIAN COURTS
participate in the Procurement Process;
This EOI will be governed by the laws of Victoria and by accepting the
e) accept or reject any Submission(s) at any time for any reason; EOI and submitting a submission, each Respondent irrevocably submits
to the non-exclusive jurisdiction of the courts of Victoria.