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Contract Notice

Retrofit Home (Domestic) Energy Efficiency Works - Managing Agents

  • First published: 15 October 2022
  • Last modified: 15 October 2022

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-h6vhtk-0375ac
Published by:
Watford Borough Council
Authority ID:
AA20742
Publication date:
15 October 2022
Deadline date:
25 November 2022
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Managing Agent for Grant-Funded Domestic Retrofit Schemes - this includes responsibility for the day-to-day delivery of a domestic retrofit projects such as the Green Homes Grant schemes mentioned above, ensuring all aspects of the services are delivered professionally and to the requirements stated herein, including but not limited to:

•Providing independent project management services to enable a non-affiliated supply chain

•Strategizing to secure, procure, and manage a contractor supply chain, including installers, surveyors (EPC surveyors, Retrofit Assessors etc.)

•Creating a project delivery plan

•Contract and Performance Management

•Provisioning a call centre service to manage customer enquiries and applications

•Establishing and running systems to manage the customer journey end-to-end including eligibility screening, application processing and customer support services (see example of customer journey in Appendix 2)

•Identifying eligible properties and households using building stock and fuel poverty data (data analysis)

•Household engagement, marketing, and recruitment (lead generation)

•Undertaking whole-house surveys, retrofit assessments, and technical solution design (or arranging qualified subcontractors for this purpose).

•Management of the retrofit works (scheduling and delivery)

•Inspections, quality assurances and works approval

•Monitoring and evaluation of projects including complying with any reporting requirements outlined by the funding body, for example with LAD projects by completing monthly reports in a timely manner to enable their submission to the Department for Business, Energy and Industrial Strategy (BEIS) within agreed deadlines (see typical reporting requirements in Appendix 3)

•Customer satisfaction, installation completion and sign-off

•Complying with GDPR requirements and procedures such as the creation of secure data sharing and storage arrangements for all parties.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Watford Borough Council

United Kingdom

Town Hall

WATFORD

wd17 3EX

UK

Contact person: Derek Hatcher

Telephone: +44 1923278370

E-mail: derek.hatcher@watford.gov.uk

NUTS: UKH23

Internet address(es)

Main address: https://www.watford.gov.uk

Address of the buyer profile: https://www.watford.gov.uk

I.1) Name and addresses

Three Rivers District Council

Three Rivers House, Northway

Rickmansworth

WD3 1RL

UK

Contact person: Lisa Cook

E-mail: derek.hatcher@watford.gov.uk

NUTS: UKH23

Internet address(es)

Main address: https://www.threerivers.gov.uk

I.2) Joint procurement

The contract involves joint procurement

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://www.delta-esourcing.com/tenders/UK-UK-WATFORD:-Construction-project-management-services./E39854263B


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.delta-esourcing.com/tenders/UK-UK-WATFORD:-Construction-project-management-services./E39854263B


Tenders or requests to participate must be sent to the abovementioned address


I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Retrofit Home (Domestic) Energy Efficiency Works - Managing Agents

II.1.2) Main CPV code

71541000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Delivery of Domestic Retrofit Projects and Related Services for Council’s, Local Authorities and Social Housing Organisations within Hertfordshire and Buckinghamshire. This will be a managing agent service offering a turnkey service for all aspects of the delivery. This will be a Framework Agreement.

II.1.5) Estimated total value

Value excluding VAT: 50 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

Maximum number of lots that may be awarded to one tenderer: 3

II.2) Description

Lot No: 1

II.2.1) Title

Managing Agent for Grant-Funded Domestic Retrofit Schemes

II.2.2) Additional CPV code(s)

71541000

II.2.3) Place of performance

NUTS code:

UKH23


Main site or place of performance:

Hertfordshire

II.2.4) Description of the procurement

Managing Agent for Grant-Funded Domestic Retrofit Schemes - this includes responsibility for the day-to-day delivery of a domestic retrofit projects such as the Green Homes Grant schemes mentioned above, ensuring all aspects of the services are delivered professionally and to the requirements stated herein, including but not limited to:

•Providing independent project management services to enable a non-affiliated supply chain

•Strategizing to secure, procure, and manage a contractor supply chain, including installers, surveyors (EPC surveyors, Retrofit Assessors etc.)

•Creating a project delivery plan

•Contract and Performance Management

•Provisioning a call centre service to manage customer enquiries and applications

•Establishing and running systems to manage the customer journey end-to-end including eligibility screening, application processing and customer support services (see example of customer journey in Appendix 2)

•Identifying eligible properties and households using building stock and fuel poverty data (data analysis)

•Household engagement, marketing, and recruitment (lead generation)

•Undertaking whole-house surveys, retrofit assessments, and technical solution design (or arranging qualified subcontractors for this purpose).

•Management of the retrofit works (scheduling and delivery)

•Inspections, quality assurances and works approval

•Monitoring and evaluation of projects including complying with any reporting requirements outlined by the funding body, for example with LAD projects by completing monthly reports in a timely manner to enable their submission to the Department for Business, Energy and Industrial Strategy (BEIS) within agreed deadlines (see typical reporting requirements in Appendix 3)

•Customer satisfaction, installation completion and sign-off

•Complying with GDPR requirements and procedures such as the creation of secure data sharing and storage arrangements for all parties.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 50 000 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/E39854263B

Lot No: 2

II.2.1) Title

Management of Energy Company Obligation (ECO) scheme

II.2.2) Additional CPV code(s)

71314300

II.2.3) Place of performance

NUTS code:

UKH23


Main site or place of performance:

Hertfordshire

II.2.4) Description of the procurement

Management of Energy Company Obligation (ECO) scheme – involves the provision of recruitment, marketing, case management and administration services for Energy Company Obligation (ECO) and ECO Flex funding programmes to residents of the Local Authority areas.

The procured service provider will:

a)Provide a referral route to receive and manage referrals from either; directly from residents, from contractors and or their managing agents. We would expect the service to be accessible by website referrals, a free to call telephone service operating from 09:00 to 17:00, Monday to Friday, alongside other customer communication channels such as email, letter and SMS.

b)Secure ECO funding via its contracts with obligated utility companies or contractors to support the cost of technically suitable energy efficiency measures in qualifying households.

c)Respond promptly and professionally to all requests for energy saving services from residents within the Local Authority areas.

d)Manage a referral scheme to provide ECO funded measures in domestic housing, having undertaken a robust recruitment exercise to identify a suitable installer network. This will involve carrying out: quality; health and safety; technical; regulatory; risk; warranty and financial checks on scheme installers, to ensure, for example, installer compliance with the latest PAS retrofit standards

This list is not exhaustive

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 3

II.2.1) Title

Independent Energy Advice Service:

II.2.2) Additional CPV code(s)

72253000

98513310

71314000

71314300

II.2.3) Place of performance

NUTS code:

UKH23


Main site or place of performance:

Hertfordshire

II.2.4) Description of the procurement

Independent Energy Advice Service: This Lot comprises the provision of energy saving advice and support to residents in defined council areas.

The procured service provider will:

a.Provide independent, impartial and up-to-date advice and support to householders in the Local Authority areas to help them save energy and money on their fuel bills, and reduce their carbon footprints through behavioural changes, switching tariffs or undertaking energy efficiency home upgrades.

b.Have a free to call telephone service operating from 09:00 to 17:00, Monday to Friday, alongside other customer communication channels such as email, letter and SMS.

c.Have a proven commitment to alleviating fuel poverty.

d.Have staff experienced in speaking to the most vulnerable residents.

e.Where applicable, refer customers to approved energy efficiency grant (or loan) schemes, including those the Councils are involved in delivering such as the Green Homes Grant LAD scheme and the Energy Company Obligation scheme.

f.Seek to establish and maintain a network of referral routes with partner agencies to be able to offer residents grants, charitable support, and advice.

g.Procure added value and referral networks to other agencies and charitable organisations.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 500 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

Please see the Part 1 Section of the tender Documents

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement with several operators.

Justification for any framework agreement duration exceeding 4 years: This will be a 4 year Framework Agreement

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 25/11/2022

Local time: 10:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 25/11/2022

Local time: 10:00

Place:

WATFORD

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

This tender is a Framework Agreement open to the following participants

Hertfordshire County Council

Broxbourne Borough Council

Dacorum Borough Council

East Hertfordshire District Council

Hertsmere Borough Council

North Hertfordshire District Council

St Albans City and District Council

Stevenage Borough Council

Three Rivers District Council

Watford Borough Council

Welwyn Hatfield Borough Council

Any registered Social Landlord/ Social Housing provider/ Housing Association for housing stock within Hertfordshire (in whole or part)

Buckinghamshire County Council

Aylesbury Vale District Council

Chiltern District Council

Milton Keynes Council (unitary authority)

South Bucks District Council

Wycombe District Council

Any registered Social Landlord/ Social Housing provider/ Housing Association for housing stock within Buckinghamshire (in whole or part)

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-WATFORD:-Construction-project-management-services./E39854263B

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/E39854263B

GO Reference: GO-20221014-PRO-21154736

VI.4) Procedures for review

VI.4.1) Review body

Watford Borough Council

Watford

wd17 3EX

UK

E-mail: derek.hatcher@watford.gov.uk

Internet address(es)

URL: https://www.watford.gov.uk

VI.5) Date of dispatch of this notice

14/10/2022

Coding

Commodity categories

ID Title Parent category
71541000 Construction project management services Construction management services
71314000 Energy and related services Consultative engineering and construction services
71314300 Energy-efficiency consultancy services Energy and related services
72253000 Helpdesk and support services System and support services
98513310 Home-help services Manpower services for households

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
derek.hatcher@watford.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

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