expression of interest - byron shire

EXPRESSION of INTEREST

Deadline for lodgement of EOIs: 2:00pm, Friday 27 April 2018

Method of addressing EOIs: EOIs should be addressed: 2017-0050 1 Broken Head Road, Byron Bay, Redevelopment

Submit EOIs to: The Tender Box Byron Shire Council, 70-90 Station Street, Mullumbimby

or

www.tendersonline.com.au/byron

Council’s nominated contact person: Name: David Gordon Email: [email protected] Phone: 0418 856 222

Details of EOI briefing/site visit: Date: 2-3pm on Wednesday 28 March, Wednesday 4 April and Wednesday 11 April 2018 Location: 1 Broken Head Road, Byron Bay Mandatory: No RSVP to contact person above

REDEVELOPMENT OF 1 BROKEN HEAD ROAD, BYRON BAY

2017-0050 19 MARCH 2018

Byron Shire Council | EOI 2017-0050 | 1 Broken Head Road, Byron Bay2

Site Location

Byron Shire Council | EOI 2017-0050 | 1 Broken Head Road, Byron Bay 3

Contents

Part A1: Background 41. Overview of EOI Process 42. Key Information About This Invitation 53. Dictionary 6

Part A2: Invitation for Expressions of Interest 81. Vision, Aims and Objectives 82. The Opportunity and Council Requirement 103. The Location 124. The Site 195. The Procurement Process 24

Part A3: Standard Conditions of Responding 26

Part B: Returnable Schedules 35


PART A1: BACKGROUND1. Overview of EOI Process1.1 Proponent to inform itself

• Read EOI Documents and any related documents;• Attendanybriefingorsitevisit;• RequestclarificationofanyqueriesordoubtsfromtheContact;and• Rely on own knowledge and enquiries in submitting an EOI.

1.2 Completion of EOI

• Complete Returnable Schedules in accordance with the EOI Documents.

1.3 Submission of EOI

• Submit EOI by the Closing Time either electronically or in hard copy in accordance with the EOI Documents;

• EOIwillremainopenforacceptanceduringtheValidityPeriod;and• ProponentmustprovideanyfurtherinformationinconnectionwithanEOIonrequestof

Council.

1.4 Opening of EOIs

• EOIswillbeopenedinpublicaftertheClosingTime.

1.5 Consideration of EOIs

• The Evaluation Panel will assess EOIs against consistent predetermined criteria as set out in Part F.

1.6 Invitation to Proceed

• DependingontheoutcomeoftheEOIprocess,anyornoProponentsmaybeinvitedtoeither: - respondtoaSelectiveRequestforTender;or - enterintoaformofpartnershipwithCouncil.

• BothsuccessfulandunsuccessfulProponentswillbenotifiedinwritingoftheresultsofthisEOI.


2. Key Information About This InvitationNAME OF PROJECT: 1 Broken Head Road, Byron Bay

EOI NUMBER: 2017-0050

VALIDITY PERIOD: 120 days

HOW TO SUBMIT AN EOI: Either

1. Electronic lodgement:

- Response Schedules - Allattachmentstobeinseparatefiles - Eachfileuploadedshouldbeclearlylabelledastoitscontents

Or

2. Hardcopy lodgement:

- 1 original hardcopy; and - 1 electronic copy replicating the original hardcopy

EOI DOCUMENTS: PartA–InformationforProponents(readandkeepthisPart)

1. Background

2. InvitationforExpressionsofInterest

3. StandardConditionsofResponding

Part B – Returnable Schedules

1 Returnable Schedules Checklist

2 Compliance Assessment

3 Capability Assessment


3. Dictionary

3.1 DEFINITIONS

Business Day means a day which is not a Saturday, Sunday or bank or public holiday in New South Wales;

Closing Time meansthetimeanddatebywhichsubmissionsofEOIsneedtobemade,asspecifiedintheKeyInformationAboutThisEOI,oranothertimeordatenotifiedin writing to the Proponents by the Contact;

Conditions of Responding

meanstheKeyInformationaboutthisEOIandtheStandardConditionsofResponding;

Conforming EOI meansanEOIwhichcomplieswithclauseC.1ofEOIDocumentA3;Contact means the person to who all enquiries relating to this EOI are to be directed, as

identifiedonthecoverpageofthisdocument;Council means Byron Shire Council;EOI meansanyEOIlodgedbyaProponentinresponsetothisInvitationforEOI;EOI Documents meansthedocumentsdescribedinclause1.1ofEOIDocumentA3;

Evaluation Panel meansthebodyresponsibleforassessingEOIsreceivedandrecommendingsuccessfulProponent(s);

Invitation for EOI meansthisInvitationforEOI;Key Information aboutthisEOImeansthekeyinformationaboutthisEOIprocess,assetoutin

clause2ofEOIDocumentA1;Local Government Act

meanstheLocalGovernmentAct1993(NSW);

Local Government Regulation

meanstheLocalGovernment(General)Regulation2005(NSW);

Nominated Website means https://www.tendersonline.com.au/byronProponent meansalegalentitywholodgesanEOIinaccordancewiththisInvitationforEOI.Returnable Schedules

means the schedules which must be completed and returned by the Proponent aspartofitsEOI,assetoutinEOIDocumentB1;

Standard Conditions of EOI

meansthestandardconditionsoftheEOIprocess,assetoutinEOIDocumentA3;

Validity Period meanstheperiodcommencingfromtheClosingTimeandproceedingfortheperiodidentifiedinKeyInformationAboutThisEOI.


3.2 INTERPRETATION

Headingsareforconvenienceonlyanddonotaffectinterpretation.Thefollowingrulesofinterpretationapply unless the context requires otherwise:

• The singular include the plural and vice versa;• Whereawordorphraseisdefined,itsothergrammaticalformshaveacorrespondingmeaning;• Areferencetoapersonincludesafirm,abodycorporate,anunincorporatedassociationoran

authority and vice versa and includes the person’s successors and permitted assigns;• AreferencetothisInvitationforEOIoranotherdocumentincludesanyvariation,novation,replacement

orsupplementtoanyofthemfromtimetotime;• Areferencetoapart,clause,exhibit,appendixorscheduleisareferencetoapartof,clauseof,

exhibit,appendixorscheduletothisInvitationforEOI;• Areferencetoarightorobligationoftwoormorepersonsconfersthatright,orimposesthat

obligation, as the case may be, jointly and severally;• Areferencetoanylegislationortoanyprovisionofanylegislationincludesanymodificationor

re-enactmentofit,anylegislativeprovisionsubstitutedforitandanyregulationsandstatutoryinstruments issued under it;

• Areferencetoconductincludesanyomission,representation,statementofundertaking,whetherornot in writing;

• SpecifyinganythinginthisInvitationforEOIwiththewordsincluding,includes,orforexampleorsimilar expressions does not limit what else might be included unless there is express wording to the contrary;

• Noruleofconstructionappliestothedisadvantageofapartybecausethatpartywasresponsibleforthepreparationofadocument;and

• Areferencetoanything(includinganyamount)isareferencetothewholeoreachpartofitandareferencetoagroupofpersonsisareferencetoanyoneormoreofthem.


PART A2: INVITATION FOR EXPRESSIONS OF INTEREST1. Vision, Aims and Objectives1.1 Vision

DeliveringbetterservicesandresultsfortheCommunityisakeypriorityforByronShireCouncil(Council).When it comes to tackling our most pressing issues, we recognise that Council may not be able to solve themalone.TheopportunityexistsforCounciltoharnesstheinnovationandcapitaloftheprivateandnon-governmentsectors(privateorganisations,not-for-profits,philanthropistsandothers)todeliverbetteroutcomesfortheCommunity.

Councilhasavisiontoinnovativelytransformunder-utilisedlandintoassetsthatdelivergreatervalueandbenefittothecommunity.1BrokenHeadRoad,ByronBay(theSite)isstrategicallylocatedandpresentsasignificantopportunityforCouncilandtheprivate/non-governmentsectortoestablishapartnershiptounlockthepotentialofthesiteanddeliverarangeofsocial,environmental,economicandcivicleadershipoutcomes.Councilhasaparticularvisionforthissitetoyieldcommunityandsocialbenefits.

1.2 Purpose

ThepurposeofthisEOIisto:

• InviteproposalsfromcapableandexperiencedProponentstoenableCounciltogaugethelevelofpreliminaryinterestinthedevelopmentoftheSiteforcommunityandsocialbenefit;and

• Basedonthelevelofinterest,allowCounciltoconsiderproceedingwiththeprojectand,ifso,todevelopashort-listofproponentswhowillbeinvitedtoparticipateinaStage2formalprocurementprocess.

1.3 Community Strategic Plan Aims

ThestrategicaimsanddesiredoutcomesoftheByronShirecommunityarecapturedintheByronShireCommunity Strategic Plan 2022.

DevelopmentofthesiteneedstomakeapositivecontributiontodeliveringtheByronShirecommunities’aimsanddesiredoutcomes.Thethemes,andeachoftheiraims,oftheCommunityStrategicPlanaretodeliver:

• Corporate Management–effectiveleadershipandethicalandaccountabledecisionmaking;• Economy – a sustainable and diverse economy which provides innovative employment and investment

opportunities in harmony with our ecological and social aims;• Society and Culture–resilient,creativeandactivecommunitieswithastrongsenseoflocalidentityand

place; • Environment–anaturalandbuiltenvironmentthatisimprovedforeachgeneration;and• Community Infrastructure–servicesandinfrastructurethatsustains,connectsandintegratesour

communities and environment.

Particulartothissite,Counciliskeentoconsiderdevelopmentsachievingthegoalsofthelatterthreethemes:SocietyandCulture;Environment;andCommunityInfrastructure.

AcompleteversionoftheByronShireCommunityStrategicPlancanbeviewedat: http://www.byron.nsw.gov.au/publications/community-strategic-plan-2022


PART A2: INVITATION FOR EXPRESSIONS OF INTEREST

1.4 Strategic Objectives for this Site

Council’sstrategicobjectivesfordevelopmentoftheSiteareto:

• Deliverarangeofsocialandcommunitybenefits,andenvironmentaloutcomeswhichrespondtotheneedsofthecommunity;

• Deliverinfrastructureandservicestocommunitythatmaynototherwisebepossible,oranincomesourcetofundthis;

• Provideaccelerateddeliveryofpriorityinfrastructureprojects,oranincomesourcetofundthis;• Retain this valuable land in community ownership;• Develop the site to deliver quadruple bottom line outcomes and provide best value* to the Byron Shire

Community; and• Bealeaderinsustainabledesign,actingasanexemplarforothersintheregiontofollow.* ‘Best Value’ does not mean just best monetary value. A proposal will be Best Value if it achieves Council’s objectives and delivers the best outcomes for community (environmental, social, community economic and civic leadership outcomes) with appropriate regard to the allocation, management and mitigation of risk.

1.5 Objectives for this EOI

TheobjectivesofthisInvitationforExpressionsofInterest(theInvitation)areto:

• InviteproponentstosubmitanEOIfortheopportunitytoparticipateinthepossiblefuturedevelopmentoftheSite;

• ProvidebackgroundinformationanddetailsregardingtheSite;• OutlinetheStagesoftheprocessandapplicabletimetable;and• AssesstheabilityofproponentstofulfilCouncil’srequirementsfordevelopmentofthesite.

ThisinvitationforEOIdoesnotconstituteanofferbyCounciltoenterintoanyagreement.

CouncilmayormaynotproceedfurtherwiththisEOIprocess.


2. The Opportunity and Council Requirement2.1 The Opportunity

CouncilisseekingExpressionsofInterestfromsuitablyqualifiedandexperiencedcompanies/consortia(Proponents)whowouldliketopartnerwithCouncilinthemasterplanninganddevelopmentofthisstrategically located site in South Byron.

Councilhasapreferencefor25yearsleaseterm,notingthatalternativeleasedurationwillbeconsidered.Keytermsinclude:

• Leaseterm–25yearsorasnegotiatedwithsuccessfulProponent;and• Leaseamount–subjecttoconclusionoftheprocurementprocess.

2.2 Council Requirement and Anticipated Development

CouncilhasnospecificlanduseordevelopmentrequirementsfortheSite.However,someenvisagedlanduse examples which could deliver on the stated strategic objectives include:

• Education;• Livingandactivecommunity(affordablehousingandchildcare);• Aged care; and • Environmental/biodiversity/cultural areas.

GiventhestrategiclocationoftheSiteatthesouthernentrancetoByronBay,theSitehasthepotentialto host a landmark development that will be a catalyst to stimulate social, community and environmental benefitsinparticular,butalsoeconomicandcivicleadershipbenefitsfortheByronShire.

The development should be sympathetic to neighbouring land uses and complement the Byron Bay Town CentreMasterPlan(BBTCMP)2016whichsetsavisionandstrategytoguidethefutureformofByronBay’sTownCentre.ThevisionstatementfortheByronBaytowncentreis‘ConnectthecentreofByronBaywiththespiritofitscommunity’.ThedevelopmentattheSiteshouldlikewisereflectthespiritoftheByronBayandSuffolkParkcommunities.

The BBTCMP can be viewed at:

http://www.byron.nsw.gov.au/byron-bay-masterplan


Existing pedestrian access

ApublicaccesswayextendsalongthenorthernboundaryoftheSiteprovidingpedestrianandcycleaccessbetweenSuffolkParkandByronBay.ThisaccesswaywillberetainedandoperatedbyCouncil,though its location is negotiable. Through the proposed partnership, Proponents should outline other aspectsofthedevelopmentproposedtobecontrolledandoperatedbyCouncil.Thesemayinclude:

• Publicinfrastructure(carparking,roads,cycleways,boardwalks);• Environmental reserves;• Public buildings; and• Recreationalareas(sportsfields,passiverecreation).

3. The Location3.1 Byron Bay

ByronBayislocatedwithinByronShireontheFarNorthCoastofNewSouthWales,about800kilometresnorthofSydneyand200kilometressouthofBrisbane.

ByronShireisaninternationallyrecogniseddestinationfortourismandattractsapproximately1.5millionvisitorsannually.Withapopulationofapproximately32,000,ByronShireisforecasttogrowto38,000by2036.

ByronBayandthewiderregioniswellservedbysignificantsoftandhardinfrastructure.

12

3

45

6

7

910 11

12

1 GriffithUniversity,GoldCoast

2 GoldCoastUniversityHospital

3 BondUniversity

4 Coolangatta Airport

5 SouthernCrossUniversity, Gold Coast

6 A1(PacificHighway)

7 Byron Central Hospital

8 The Site

9 SouthernCrossUniversity, Lismore

10 Lismore Base Hospital

11 Ballina Airport

12 Ballina District Hospital

8


3.2 Site Location

TheSiteislocatedinSouthByron,betweenthecommunitiesofByronBayandSuffolkPark.

3

2

4

5

1 The Site

2 Byron CBD

3 Cape Byron Lighthouse

4 RoadtoA1(PacificHighway)

5 SuffolkPark

1


The immediate surrounding locality is diverse in nature. The Arakwal National Park is located opposite theSitetothenorthandeast.TallowCreekformstheeasternboundary.TallowsBeachislocatedontheeasternsideofthecoastalreserveandisaccessedviaafootbridge.The‘ByronHolidayPark’caravanparkadjoinspartofthewesternandsouthernboundary.


Tallows Beach

Tallow Creek

Arakwal National Park

Footbridge to beach

Byron Holiday Park

Byron CBDCape Byron

Byron Bay Rugby League Ground

The Site

SurroundinglocalityincludestheByronBayGolfCluboppositetothewestandtheByronBayRugbyLeaguegroundtothenorth-west.Nearbydevelopmentsrangefromconventionaldetachedhouses,moremodernresidentialdevelopments,semiruralresidentialpropertiesonaboveaveragesizedallotments(tothewest),TheByronatByronResorttothesouth,anursinghomeaswellasthenearbylocalSuffolkParkcommercial centre which includes hotel/motel and neighbourhood shopping centre.


The Byron at Byron Resort

Suffolk Park Commercial Centre

Byron Bay Golf Course

The Site


Site Location


4. The Site4.1 Summary Details

Address 1 Broken Head Road, Byron Bay NSW 2481

Title Lot 1 DP573835 Lot 2 DP573835 Lot 7 DP580423

Site Area Lot 1 Lot 1 DP573835 4.8910Lot 2 Lot 2 DP573835 2.5930Lot 7 Lot 7 DP580423 0.2761TOTAL 7.76 ha

Indicative 1.99ha Developable Area

StreetFrontage TheSitehassingleroadaccesstoBrokenHeadRoad.ThisroadisoneofByronandAccess Bay’smainarterialroads,servicingthesouthernsectionofByronBayandSuffolk Park to the towns CBD and Lennox Head and Ballina to the south.

ApedestrianandcyclewaycurrentlytraversesthenorthernedgeofLot1DP573835, andisapopularandimportantrouteconnectingByronBayandbeachsideSuffolk Park.

Topography The Site is slightly undulating over the western section and rises to an elevated hilllocatedwithinthemid-sectionoftheSite.Thelandthenfallstotheeastern sectionoftheSitewhichincludestwomanmadesewerageponds.Thereareastern boundaryoftheSiteisformedbyTallowCreek.

Services The Site is serviced by water, sewerage, telephone and electric power

LGA Byron Shire Council


Zoning Byron Local Environmental Plan 2014:

• RU2RuralLandscape• W1 Recreational Waterways• DM–DeferredMatter

Byron Local Environmental Plan 1988

• 1(d)InvestigationZone• 5(a)SpecialUses• 7(a)Wetlands• 7(f1)CoastalLands

Existing Improvements: None

Encumbrances Existing:avariablewidthRightofCarriagewayrunsalongtheeasternboundaryof Lot1(seeDepositedPlanatright)

Future:aneasementwillbecreatedoverthepublicaccesswayoncethefinal redeveloped location is determined

Constraints •AcidSulfateSoils(Classes2&3)

• Bush Fire Prone Land• Flood Prone Land• High Environmental Value Vegetation

Inspections By appointment only

4.2 Site Description

TheSiteistheformerSouthByronSewageTreatmentPlant(STP).Demolitionworkswereundertakenin2016resultingintheremovalofinfrastructurerelatingtothetreatmentplant(comprisingholdingtanks,shedsandstoragebuildingsandaseparateshedthatwaslocatedontheeasternsideofthetreatmentponds).

RemediationofthesitebyCouncilisunderwayandcompletionisanticipatedinmid-2018.ThesitewillberemediatedtoanNEHFAlevelwhichallowsforthemostsensitivereceptorsusingthesiteinfuturedevelopments. The remediation is being undertaken in accordance with the NSW site auditor scheme to achievetherequirementsoftheNSWContaminatedLandManagementAct1997.


Deposited Plan


4.3 Planning Requirements

ThemajorityoftheSiteismappedwithintheRU2RuralLandscapezoneundertheByronLocalEnvironmentalPlan(LEP)2014.ThefareasternsectionofthepropertyisclassifiedW1–RecreationalWaterways.ThebalanceoftheSiteisdesignatedasa‘DeferredMatter’underthenewLEP2014.ThezoningsfortheSitedesignated‘DeferredMatter’are1(d)Investigation;5(a)SpecialUses;7(a)Wetlandsand7(f1)CoastalLandsaspertheByronLEP1988.

AnextractofthecombinedByronLocalEnvironmentalPlans2014and1988zoningplanrelatingtotheSiteisasfollows:

Counciliscurrentlyprogressingareviewof‘deferredareas’.Atthistime,thesuggestedzoningforthedeferredpartsofthelandisacombinationofE2EnvironmentalConservationandE3EnvironmentalManagement.

TheE2EnvironmentalConservationZoningissuggestedtoapplytothepartoftheSitethatformstheaccessintotheproperty.Theprovisionofvehicularaccesstoanyfuturedevelopmentofthelandmay,therefore,requiresomelevelofvegetationremovalwithinthisarea.Itislikely,therefore,thatimpactsassociatedwiththatvegetationremovalwouldneedtobeoffsetthroughtheuseoftheNSWGovernment’sBiodiversityBankingandOffsetsScheme(BioBanking).


5. The Procurement Process5.1 The Procurement Process

• StageOne–ExpressionofInterest(EOI)• StageTwo–RequestforTender(RFT)

ThisInvitationrepresentscommencementofStageOneoftheprocurementprocess.AttheconclusionofthisInvitationprocess,CouncilintendstodetermineashortlistofProponentstobeinvitedtoparticipateintheStageTwo-RFT.ItisanticipatedthatattheendofStageTwo,aSuccessfulProponentwillenterintolegallybindingdocumentationpursuanttowhichtheSuccessfulProponentwilldelivertheWorksonagreedterms(thisinformationwillberequestedduringStageTwoandmayincludethegrantingofdevelopmentrights,projectdeliveryagreementandassociatedcontracts(includingalongtermlease)).

5.2 Outline Timeline

TheindicativetimeframetoapplytothisInvitationprocess(StageOne)isdetailedbelow.Thistimeframeissubject to amendment or variation by Council at its discretion.

19/03/2018 ReleaseofEOI

CloseofEOI

EvaluationofEOIsubmissions

Councilconfirmationofshortlistproponentsordeterminationnottoproceedfurtherwithprocurementprocess

27/04/2018

May 2018

July 2018

Council has elected to adopt a two stage procurement process. This process comprises two separate stages:


5.3 Evaluation Criteria

EOIsubmissionswillbeevaluatedagainstanumberofmandatoryandqualitativecriteriaassetoutinPartF.

Any submission that does not meet the mandatory criteria will not be evaluated further.


A. Invitation For Expressions Of Interest

A.1 EOI DOCUMENTS

The EOI Documents are:

(a) ThedocumentslistedinKeyInformationAboutThisEOI;and(b) Anyannexure,addendumoramendmenttothosedocumentsissuedbyByronShireCouncilbeforethe

Closing Time.

The EOI Documents must be read and construed together. To the extent that there is any inconsistency betweenthedocumentslistedintheKeyInformationaboutThisEOIandanyannexure,addendumoramendment to these, the annexure, addendum or amendment will prevail. When more than one annexure, addendum or amendment is issued with respect to the same subject matter, the latest will prevail.

TheEOIDocumentsmustbeusedsolelyforthepurposeofrespondingtotheInvitationforExpressionsofInterestandfornootherpurpose.

A.2 AMENDMENTS

The EOI Documents may be amended at any time prior to the Closing Time. An amendment may be made byaddendumissuedtoProponents.Noexplanation,elaborationoforamendmenttotheEOIDocumentswill be binding on Council unless it is in writing and issued as an addendum or amendment to the EOI Documents.

ProponentsmaybeinformedofamendmentsandotherinformationbynoticespostedontheNominatedWebsite.ToensureProponentsarenotifiedofanyaddendaissued,theyshouldvisittheNominatedWebsite,registerasauseranddownloadtheEOIdocumentationforthisEOI.ItisintheProponent’sinterest to ensure they have correctly recorded their contact details prior to downloading the EOI documentation.

A.3 INFORMATION PURPOSES ONLY

AnyinformationprovidedtoaProponentbyoronbehalfofCouncil(includingaspartoftheEOIDocuments)is:

(a) ProvidedfortheconvenienceoftheProponentonlyandunlessexpresslyincorporatedintotheContractwillnotformpartoftheContract;and

(b) Not warranted or held out by Council as accurate, correct or adequate.

B. Proponent To Inform Itself

B.1 REVIEW OF EOI DOCUMENTS

EachProponentwill,bysubmittingitsEOI,betakentohavefullyacquainteditselfwiththecontentsofalloftheEOIDocumentsandanydocumentswhicharereferredtointheEOIDocuments.

B.2 INFORMATION AND ENQUIRIES

IfaProponenthasanyqueriesordoubtsaboutthemeaningoftheEOIDocuments,itmustmakeawrittenInvitationtotheContactforclarification.

PART A3: STANDARD CONDITIONS OF RESPONDING


PART A3: STANDARD CONDITIONS OF RESPONDINGB.3 PROPONENT TO RELY ON OWN ENQUIRIES

AllinformationintheEOIDocumentsandinthepre-EOIbriefing/sitevisit(ifany)isprovidedfortheconvenienceofProponentsonly.ProponentsacknowledgeinreceivingthisInvitationforEOIandinsubmitting any EOI that they have relied entirely on their own knowledge and enquiries and they do not relyonanywarrantiesorrepresentationsmadeorpurportedlymadetothembyoronbehalfofCouncil.

CouncilwillnotbeliableforanyrepresentationsorwarrantiesmadeorpurportedlymadebyCouncil,ortheirrepresentativesoragentsoranyotherpersonorcompanyontheirbehalf,whetherintheEOIDocuments,anypre-EOIbriefingorotherwise.

B.4 PROPONENT NOT TO SOLICIT COUNCIL PERSONNEL

ProponentsmustnotatanytimebeforetheEvaluationPanelmakesafinaldecisiontoacceptanEOI,intervieworattempttointerviewortodiscussortoattempttodiscussanymatteraboutthisInvitationforEOIwithCouncil’sofficialsorpersonnel,otherthantheContact.AnyEOIsubmittedbyaProponentthatcontravenes this clause B.4 will be rejected.

B.5 PROPONENT WARRANTIES

The Proponent warrants to Council that by submitting an EOI:

(a) IthascarefullyexaminedthecontentsoftheEOIDocumentsandanyotherinformationmadeavailablebyoronbehalfofCouncilforthepurposesofResponding;

(b) Ithasexaminedallinformationrelevanttotherisks,contingencies,andothercircumstanceshavinganeffectontheEOI;

(c) IthasinformeditselfofthenatureoftheobligationstobeperformedundertheContract,includingthe labour, plant, materials, mechanical plant and other resources necessary, suitable or desirable to performtheseobligations;

(d) IthassatisfieditselftothesufficiencyofitsEOIforthesupplyoftheRequirementsandobligationsinthe EOI Documents;

(e) Ithasnotreliedoninformationprovided,orrepresentedtobeprovided,byoronbehalfofCouncilwithoutindependentlyverifyingthatinformationandindependentlysatisfyingitselfoftheadequacy,accuracyandcorrectnessoftheinformation;

(f) IthasnotapproachedCouncilofficialsorpersonnel,otherthantheContact,inrespectofthisEOI;(g) InformationincludedintheEOIisaccuratecomplieswithallapplicablelaws;and(h) Itisacknowledgingthatithasafirmintentiontoproceed,shoulditsEOIbesuccessful.

The Proponent acknowledges that the Evaluation Panel will rely on the warranties given in this clause B.5 inconsideringtheEOI.FailurebytheProponenttodoanyorallofthethingsitwarrantstohavedonewillnotrelievetheProponentofitsobligationssetoutintheEOIdocumentsanditsEOI.


B.6 NO BUSINESS IN ABUSE

Byron Shire Council is committed to not supporting and/or contracting with companies, institutions, and organisationsthatprofitfrompracticeswhichabusethehumanrightsofasylumseekers.Councilwillonlycontract with organisations that:

(i) Havezerotoleranceforchildabuse,inpolicyandpractice;(ii) Respectpeople’sfundamentalrightstofreedomfromarbitraryandindefinitedetention;(iii)Don’t treat people in a cruel, inhumane, or degrading manner; and(iv)Commit to transparency and independent monitoring to ensure these principles are upheld.

Additionally,ByronShireCouncilwillnotcontractwithorganisationswhogainfinancialbenefitfromAustralia’soffshoredetentioncentres.

B.7 TENDERER’S ASSOCIATION WITH THE ADANI GROUP

In2017,ByronShireCouncilresolved(Resolution17-585)tonotawardcontractstoorganisationsthatareinvolvedwithAdaniortheconstructionoftheCarmichaelmine.

C. Completion of EOI

C.1 CONFORMING EOIS

UnlessindicatedotherwiseinthisInvitationforEOI,anEOImust:

(a) Becompleted(ineverydetail)andsubmittedintheformofPartB;(b) IncludeallinformationrequiredbytheEOIDocuments;(c) Notcontainanyconditionsorqualifications;(d) Meet the mandatory criteria as set out in Part F; and(e) ComplywiththisInvitationforEOI,includingtheseStandardConditionsofEOIandtheRequirements

set out in Part A4.

AnyEOIwhichdoesnotcomplywiththerequirementsofthisclauseC.1mayberejectedor,atthediscretionoftheEvaluationPanel,beconsideredasa“non-conforming”EOI.

C.2 OPTIONS AND PARTS

IftheEOIDocumentsindicatethattheProponentmaylodgeanEOIinrespectofanyoptionalorindividualpartofthespecifiedrequirements,aProponentmust:

(a) ClearlystatewhichoptionsorpartsoftherequirementsareincludedintheEOI;and(b) CompileitsEOIsothattheinformationpertainingtoeachoptionorpartisclearlydifferentiated.


D. Submission of EOI

D.1 LODGEMENT OF EOI

EOIs must be submitted in writing:

(a) By the Closing Time;(b) IncludingthenumberofcopiesoftheEOIidentifiedintheKeyInformationaboutthisEOI.Note:EOIs

mustbecompletelyself-containedandnotincludeanyhyperlinkedorothermaterialincorporatedbyreference;and

(c) Either by:(i) Electronic lodgement at https://www.tendersonline.com.au/byron in accordance with clause D.2

belowandanytermsofuseoftheNominatedWebsite;or(i) DeliverytotheaddressforsubmissionidentifiedonthecoverpageofthisEOIinaccordancewith

clause D.3 below.

Proponentsmustfamiliarisethemselveswith,andensuretheyunderstand,theprocessesforlodgement,includinganytermsofuseoftheNominatedWebsite.ItistheProponent’sresponsibilitytosubmitanEOIinaccordancewiththeconditionsofEOI,inalegibleformand,inthecaseofelectronicsubmission,inanuncorruptedformatandbysecuremeans.UnlessclausesD.2(d)orD.3(b)(asapplicable)ortheLocalGovernmentRegulationotherwiseprovides,anyEOIsreceivedaftertheClosingTimewillNOTbeconsidered.

ProponentsshouldonlyprovidetheinformationrequestedinthisEOI.Marketingmaterialsshouldnotbesubmitted.

AllEOIslodgedwillbecomethepropertyofCouncilandonnoaccountwilltheybereturnedtotheProponent.

D.2 ELECTRONIC LODGEMENT

ThefollowingconditionsapplytoEOIslodgedelectronically:

(a) Eachfilesubmittedshouldbenogreaterthan8megabytesinsize;(b) ProponentsmustensurethattransmissionofallfilesiscompletedandreceiptedbeforetheClosing

Time;(c) The time displayed on the Nominated Website is deemed to be the correct time and will be the means

by which the Evaluation Panel will determine that EOIs have been lodged by the Closing Time;(d) EOIsreceivedaftertheClosingTimewillnotbeacceptedunlessthedelayinreceiptiscausedby

anerrorwiththeNominatedWebsite(egasystemoutage)asconfirmedbytheoperatorsoftheNominated Website;

(e) ThejudgementoftheEvaluationPanelastothetimeanEOIhasbeenlodgedwillbefinal;and(f) LateEOIs,incompleteEOIs,includingthosewithelectronicfilesthatcannotbereadordecryptedor

otherwiseinanincompatibleformat,EOIswhichtheEvaluationPanelbelievestopotentiallycontainanyvirus,maliciouscodeoranythingelsethatmightcompromisetheintegrityorsecurityoftheNominatedWebsiteand/ortherecipient’scomputingenvironment,willbeexcludedfromevaluation.


D.3 HARD COPY LODGEMENT

ThefollowingconditionsapplytoEOIslodgedinhardcopy:

(a) EOIslodgedinhardcopymustbeenclosedinasealedenvelopewiththenumberoftheEOIandtheproject name clearly marked;

(b) AllhardcopyEOIsmustbeaccompaniedbyareplicacopyonUSBdriveorsimilar.TheelectronicreplicaisprovidedforCouncil’sconvenienceand,ifthereisanydifferencebetweenthehardcopyoriginal and electronic replica, the hard copy original will prevail;

(c) Hard copy EOIs are not to be bound; and(d) EOIssentbypostandreceivedatCouncil’saddressaftertheClosingTimewillbedeemedtohave

beenreceivedbeforetheClosingTimeonlyif:(i) Theenvelopebearsapostalauthoritypostmarkclearlyindicatingthatthetimeanddateofposting

werebeforetheClosingTime;and(i) TheEOIwouldotherwisehavebeenabletobereceivedbytheClosingTimeintheusualcourseof

business.

D.4 EXTENSION OF CLOSING TIME

Councilmay,atitsabsolutediscretion,extendtheClosingTimeforthesubmissionofEOIs.Proponentsmay also request to extend the Closing Time by written application to the Contact. Any such request must bereceivedbytheContactatleast3BusinessDaysbeforetheClosingTime,andmustprovidesufficientreasonstosupporttherequest.Note:arequestdoesNOTGUARANTEEanextensionoftime.

D.5 VALIDITY PERIOD

AllEOIssubmittedwillremainopenforacceptanceduringtheValidityPeriod.TheProponentmaynotwithdraw or, unless permitted by the Local Government Regulation, amend an EOI during the Validity Period.

D.6 FURTHER INFORMATION TO BE PROVIDED BY PROPONENTS

TheProponentmustifrequestedbyCouncil:

(a) ProvidefurtherinformationinrelationtotheEOI,ortheProponent’sperformanceorfinancialcapabilities;

(b) AllowrepresentativesfromCounciltoinspectanyfacilityorequipmentproposedforuseintheperformanceoftheContract;

(c) AllowrepresentativesfromCounciltocontactanyrefereenominatedbytheProponentandtoobtaininformationabouttheProponentfromanythirdpartywhoCouncilreasonablyconsidersmaybeabletoprovideinformationabouttheProponentorwhichispertinenttotheEOI;and

(d) Attend an interview to discuss its EOI.

TheProponentmustprovideanyfurtherinformationrequestededbyoronbehalfofCouncilwithinthetimenominated by Council.

AnyinformationsuppliedbytheProponentinresponsetoarequestforinformationorataninterview,underthisclauseD.6will,ifrequiredbyCouncil,formpartoftheProponent’sEOI.


E. Opening of EOIs

EOIswillbeopenedinpublicimmediatelyfollowingtheClosingTime.

F. Consideration of EOIs

F.1 ASSESSMENT CRITERIA

TheEvaluationPanelwillassessEOIsagainstconsistentpredeterminedcriteria.Thefollowingassessmentcriteria apply.

Mandatory Criteria

(a) ValidAustralianBusinessNumber(ABN);(b) EvidenceoffinancialcapacitytodeveloptheSite;(c) Commitment to ethical business practice principles;(d) ProponentdoesnotgainfinancialbenefitfromAustralia’soffshoredetentioncentres;and(e) ProponentisnotinvolvedindevelopmentoroperationoftheCarmichaelmineand/ordoesnot

otherwise have ties to the Adani Group.

Qualitative Criteria

(a) ProfileandrelevantexperienceoftheProponent;(b) DemonstrationoftheabilityoftheProjecttoaddressCouncil’sstrategicobjectivesofthesiteincluding

economic,environmental,social/community,andcivicleadershipbenefits;(c) Funding approach;(d) Proposed approach to the development; and(e) Proposedapproachtothedeliveryoftheproject.

Thequalitativecriteriaarenotnecessarilyofequalweightingorpresentedinanyparticularorder.

The Evaluation Panel will evaluate EOIs in accordance with a pre-determined EOI evaluation plan.

F.2 EVALUATION PROCESS

TheProponentmay(withoutlimitationtoanyotheractionthatmaybeopentoit):

(a) SeekfurtherinformationfromProponentsforthepurposesofclarificationorexplanationoftheirEOI;and

(b) DecidenottoproceedfurtherwiththeEOIprocess.


G. Determination Of Proponents To Proceed To Next Stage

Council shall evaluate EOI submissions in accordance with this EOI Document. Following this evaluation, CouncilshalldeterminetheProponentstoproceedtothenextstageasfollows:

(a) InviteselectedproponentstorespondtoaselectiveInvitationforTenderinaccordancewiththeLocalGovernment Regulations; or

(b) Negotiatewithapreferredproponentwiththeviewtoenteringintoaformofpartnership;or(c) Notproceedfurtherwiththisprocess;or(d) Anyothercourseofactionlegallyavailabletoit.

CouncilspecificallyreservestherightnottoacceptanyEOItoproceedtothenextstage.

Councilreservestheright,initsabsolutediscretion,todeclinetoaccepttheEOIofanyorallProponents.ThisInvitationforEOIwillnotobligeCounciltoproceedwithanyfurtheraction.

H. Confidentiality

InformationprovidedinthisInvitationforEOIorimpartedtoanyProponentaspartoftheEOIprocessmustnotbeusedbytheProponentforapurposeotherthantoallowtheProponenttoprepareandlodgean EOI.

InformationsuppliedtoCouncilbyaProponentwillnotbetreatedascommerciallyconfidentialunlessspecificallyrequestededbytheProponent.

By submitting an EOI, each Proponent acknowledges that:

(a) Councilisunderstatutoryobligationsconcerningthemanagementandpublicreleaseofinformationheld by it; and

(b) TheProponentwillnotobjecttothereleaseofanyinformationcontainedinanEOIinaccordancewiththosestatutoryrequirements,orclaimdamagesfromCouncilarisingfromthereleaseofsuchinformation.

I. Costs And Expenses

The Proponent must bear its own costs and expenses in preparing its EOI. The Proponent has no entitlementtomakeanyclaimforanycosts,losses,expensesordamagesitmaysufferasaconsequenceoftheEOIprocess.


J. Collusion

InconsiderationofbeinginvitedtoEOI,theProponentpromisesasafundamentalconditionthatitwillnotengage in any uncompetitive behaviour or other practice which denies legitimate business opportunities to other Proponents or other participants in the EOI process. In particular, the Proponent promises that:

(a) Ithas,atthetimeofsubmissionofitsEOI:(i) NoknowledgeofthedetailsoftheEOIofanyotherProponent;(ii) NotenteredintoanyagreementwithotherProponentsastowhoshouldbethesuccessful

Proponent;(iii) NotbeeninvolvedinanymeetingsofProponentstodiscussEOIspriortothesubmissionofthe

EOIs,ifarepresentativeofCouncilisnotpresent;and(iv)NotbeeninvolvedintheexchangeofinformationwithotherProponentsabouttheEOI.

(b) Isnot,atthetimeofsubmissionofitsEOI,apartytoanycontractarrangementorunderstanding:(i) Pursuanttowhichthereisorwillbeapaymentorallowanceofmoneyorthesecuringofrewardor

benefitforunsuccessfulProponentsbythesuccessfulProponent;(ii) Between it and any other Proponent pursuant to which prices or conditions relating to the EOI or

theRequirementsoranycontractfortheRequirementsarefixed;(iii) Topayorallowanymoneyorsecureanyrewardorbenefitdirectlyorindirectlytoatradeor

industryassociation(abovethestandardfees)inrelationtothisEOI(exceptasdisclosedintheEOI);and

(c) TheProponentwillnotsubmitacoverEOI(thatisanEOIthatpurportstobegenuinebutwhichhasbeendeliberatelywritteninordernottowintheContractorcommission)andwillnotprovideanyassistance to another Proponent to do so.

IfaProponentisinbreachofthisclauseJ,Councilmay:

(a) RefusetoconsideritsEOIorEOIs;and(b) Takesuchotheractionasitisentitledtotakeatlaw,includingreferringanyevidenceofcollusiontothe

Australian Competition and Consumer Commission.


K. No Business In Abuse

Byron Shire Council is committed to not supporting and/or contracting with companies, institutions, and organisationsthatprofitfrompracticeswhichabusethehumanrightsofasylumseekers.Councilwillonlycontract with organisations that:

(a) Havezerotoleranceforchildabuse,inpolicyandpractice;(b) Respectpeople’sfundamentalrightstofreedomfromarbitraryandindefinitedetention;(c) Don’t treat people in a cruel, inhumane, or degrading manner; and(d) Commit to transparency and independent monitoring to ensure these principles are upheld.

Additionally,ByronShireCouncilwillnotcontractwithorganisationswhogainfinancialbenefitfromAustralia’soffshoredetentioncentres.

L. Tenderer’s Association with the Adani Group

In2017,ByronShireCouncilresolved(Resolution17-585)tonotawardcontractstoorganisationsthatareinvolvedwithAdaniortheconstructionoftheCarmichaelmine.


PART B: RETURNABLE

B1: RETURNABLE SCHEDULES CHECKLISTTheProponent,havingread,understoodandfullyinformeditselfofthecontents,requirementsandobligationsoftheInvitationforEOI,submitsthisEOItosupplytheRequirementstoByronShireCouncilfortheEOIPriceinaccordancewiththeEOIDocumentsandtheContractandconfirmsthateachofthefollowingdocumentswhicharerequiredtobedeliveredaspartoftheEOIareattached.

SCHEDULE DESCRIPTION OF DOCUMENT COMPLETE (please initial)

B1 Returnable Schedules ChecklistB2 Compliance Assessment

B2.1 Proposal Form B2.2ConflictsofInterestDeclaration B2.3StatementofConformance B2.4 Financial Details B2.5 Civic Leadership B2.6 Environmental Sustainability

B3 Capability Assessment

B3.1Profileandrelevantexperience B3.2 Proposal Vision and Approach

ThisEOIremainsopenforacceptancefortheValidityPeriodfromtheClosingTime.

SignedbyoronbehalfoftheProponent:

Signatureofauthorisedsignatory

Nameofauthorisedsignatory

Positionofauthorisedsignatory

Date

SCHEDULES


B2: COMPLIANCE ASSESSMENTB2.1 PROPOSAL FORM

LegalNameofProponent (Include full legal name)

Note: if the EOI is on behalf of a trust, include the trustee’s name as the Proponent with the words “as trustee for” in front of the name of the trust. The trustee must execute this EOI as trustee for the trust in accordance with the trust documents.

TradingName(s) (Include details of any trading name of the Proponent)

LegalcapacityofProponent (Company/Partnership/Trust/Individual)ABNStreet AddressPostal AddressEmailPhoneContact Name:

Phone:

Email:Licensedetails/detailsofmembershipofprofessionalbodies

(Include current details of any license numbers or membership details which you are required to have by law or by the EOI Documents to provide the Requirements or which you propose to use to provide the Goods/Services)

AcknowledgementofAddenda.

[include here a list of all addenda you received as part of the EOI process]

1.

2.

3.

By listing addenda here you acknowledge that you have incorporated therequirementsoftheaddendainyourEOI.


B2.2 CONFLICTS OF INTEREST

Byron Shire Council’s employees, suppliers and customers are bound by Council’s Business Ethics Policy whenconductingallinteraction.AcopyofCouncil’sBusinessEthicsPolicyisattachedtothisEOI.Thisrequiresprobityinalldealingsincludingthoseconductedwithprospectiveorsuccessfulsuppliers.CouncilhasadoptedtheBusinessEthicsPolicytoensurethatfunctionsareundertakenefficiently,impartiallyandwithintegrity.ConnivingorinducingabreachoftheBusinessEthicsPolicymayconstitutegroundsforterminationoftheContract.

Proponents must

(a) DiscloseanyaffiliationorassociatedwithByronShireCouncilthatcouldbedeemedtoconstituteaconflictofinterest;and

(b) Includeanyothercircumstancesorrelationshipsthatwillconstituteaconflict,potentialconflictorperceivedconflictofinterestiftheirEOIisaccepted.

Ifanyconflict,whetheractual,potentialorperceived,exists,theEOIshouldadvisehowitproposedtoaddressandeliminatethisconflict.

CouncilmayterminatetheContractifitisshownthatasuccessfulProponenthasfailedtodiscloseaspartofitsEOIanyconflictofinterest.CouncilmayrejectanyfutureEOIsfromaProponentwhofailstodisclosedetailsofactual,potentialorperceivedconflictsofinterest.


B2.3 STATEMENT OF CONFORMANCE

CompliancewiththisInvitationforEOIreferstoallclausesinallPartsandmeansthat,whereapplicable:

• The Proponent has noted and understood the clause;• TheEOIcompliesfullywiththeclause;and• TheProponenthasprovidedallinformationrequestedintheclause.

Listinthetablebelowallareasofnon-conformancewiththeInvitationandthereason(s)forthenon-conformance:

Area of non-conformance Reason(s) for non-conformance


B2.4 FINANCIAL CAPACITY

Financial Capacity• ThedemonstratedfinancialcapacityoftheProponenttodeliveraprojectofthisscale,andthe

demonstratedexperienceoftheProponentinraisingfinanceforsimilarprojects(financialstatementsare not required to be provided at this stage, but Council reserves the right to require copies to be providedifnecessarywhenevaluatingSubmissions).

• Outlinetheproposedstrategyforprocuringfinance(debtandequity)andanindicativefundingstructurefortheproject.

Relevant details for the ProponentProponentsmustprepareandattachtothisscheduleareportdetailingthefollowinginformation:

• materialregulatoryorlawenforcementagencyinvestigationsoftheProponent(oranyofitsRelatedEntities);

• materialinstancesofcontractterminationforcauseagainsttheProponent;• liquidation or deregistration proceedings against the Proponent;• recentorimminentmergers/acquisitions(ascanbenotified);• legalproceedingsforfinancialindebtednessofover$2millionwithinthelast5years;• anyothereventorfactorthatcouldhaveamaterialimpactonthefinancialcapacityandstandingof

the Proponent;• astatementconfirmingthesolvencyoftheProponent(andparentcompanywheresupportisbeing

provided);and• detailsonanyfutureorforecastedprojectsorcommitmentsthatmayormaynotaffecttheProponent’s

financialcapacity.Funding ApproachProponentsmustprepareandattachtothisscheduleareportdetailingthefollowinginformation:

• Theproposedmixofdebtandequityfundingforthedevelopment,includingdescriptionofanypotentialtaxationbenefitsfromtheproposedfundinginstruments;and

• Ifknown,detailsontheidentityandtypeofentitiessupplyingtheproposedProjectdebt


B2.5 CIVIC LEADERSHIP

(a) DoestheProponentgainanyfinancialbenefitfromAustralia’soffshoredetentioncentres?(b) DoestheProponenthaveanyinvolvementwiththeconstructionoroperationoftheCarmichaelmineor

anyothertiestotheAdaniGroup?(c) Pleaseconfirmyourcommitmenttothefollowingethicalbusinesspractices:

• Eradicationofchildlabourfromyoursupplychains• Eradicationofslaveorforcedlabourfromyoursupplychains• Upholdingofhumanrightsofworkersinyoursupplychains• Commitment to transparency and independent monitoring to ensure these principles are upheld• Ethical business practices• Community participation• Community ownership

(d) PleaseattachcopiesofanyaccreditationtheProponentholdsinrelationtoethicalsupplychainsandbusiness practices


B2.6 ENVIRONMENTAL SUSTAINABILITY

Pleasecompletethefollowingquestionnaire:

• HastheProponenteverbeenfoundguiltyofabreachofNSWenvironmentallegislation?Ifyes,pleaseprovide details.


PART B3: CAPABILITY ASSESSMENTB3.1 PROFILE AND RELEVANT EXPERIENCE

B3.1.1 PROPONENT PROFILEProponentsmustprovidethefollowinginformation(asapplicable)

(a) Detailsofthesizeoftheirorganisation;(b) Detailsoftheircorporatestructure;(c) Briefhistoryoftheirorganisation;and(d) Levelsofexpertise

Please limit answer to no more than 2 pages.

B3.1.2 PREVIOUS RELEVANT EXPERIENCEProponentsmustprovidedetailsofuptofourrecentprojects(withinthepastfiveyears)thatdemonstrateexpertise applicable to the Opportunity and Council Requirements, and/or experience contracting with Local Government.

EXAMPLE 1Project name and locationContracting partiesTypeofprojectDescriptionandkeyelementsoftheproject including size and scope (constructioncostin$AUD,grossfloorarea,etc.)Examplesandevidenceofleadershipin environmentally sustainable designSocial/communitybenefitsdeliveredEnvironmentalbenefitsdeliveredTimeframefordelivery


B3.1.3 REFEREESProponentsmustprovidedetailsofnofewerthanthreeclientorpartner/jointventurereferees:

Company NameContact NamePhoneEmailProject Name




B3.2 VISION AND APPROACH

Proponentsaretoprepareandattachtothisscheduleareport(max8A4pagesinlengthplusanyconceptplansthatProponentsmaywishtosubmit)outliningtheirinnovativevisionandapproachtodevelopmentontheSite.Thereportshouldcoverthefollowing:

(a) DevelopmentpropositionfortheSiteincludingdetailsofhowtheywilladdressCouncilsStrategicObjectivesfortheSite,particularlyinrelationtodeliveringsocial/community,environmental,economicandcivicleadershipoutcomesandbenefits

(b) Proposedapproachtodevelopment(highlevelsummaryonly)including(asapplicable):• Product typology and positioning• Development mix• Staging• Sustainable leadership and innovation• Integrationofvarioususes

(c) Thedeliveryapproachtotheprojectshouldincludeconsiderationofthefollowingkeyareas:• Project structure• Statutory planning• Stakeholder and community engagement• Design excellence• Construction• Sales and marketing• Management and long term ownership• Sustainability• Staging

Plansofdetaileddesignsarenotrequiredatthisstage.However,ifdesiredProponentsmaysubmithighlevelconceptplanstosupportandclarifytheinformationbeingprovidedaspartofthisschedule.

END OF RETURNABLE SCHEDULES