Award

CE-78-17 - Managing Agent for Energy Efficiency Programmes

SOUTH AYRSHIRE COUNCIL

This public procurement record has 2 releases in its history.

Award

14 Jun 2018 at 00:00

Tender

29 Mar 2018 at 00:00

Summary of the contracting process

The South Ayrshire Council is seeking a suitably qualified managing agent for their "Managing Agent for Energy Efficiency Programmes" tender, aimed at delivering the Scottish Government’s Home Energy Efficiency Programme across communities in South Ayrshire. The procurement process is currently in the award stage, following an open tender method. Key dates include the bid opening on 9th May 2018 and the contract signing, which took place on 14th June 2018. The services are classified under general public services, and the procurement will occur in Ayr, postcode KA7 1DR.

This tender presents significant opportunities for businesses specialising in energy efficiency, marketing, and recruitment services, particularly those experienced in managing and evaluating contractors in the public sector. Companies with a strong background in energy surveying, as well as those offering apprenticeship and training programmes, are especially well-suited to compete. Additionally, potential bidders should be prepared to showcase their capacity to contribute to community benefits through targeted recruitment and engagement initiatives.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

CE-78-17 - Managing Agent for Energy Efficiency Programmes

Notice Description

South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.

Lot Information

Lot 1

South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.

Renewal: A total of two years may be extended to this contract on the basis of(+1)(+1).

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000537583
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN322376
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

71 - Architectural, construction, engineering and inspection services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

71314200 - Energy-management services

79993000 - Building and facilities management services

79993100 - Facilities management services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
14 Jun 20187 years ago
Submission Deadline
9 May 2018Expired
Future Notice Date
Not specified
Award Date
14 Jun 20187 years ago
Contract Period
Not specified - Not specified
Recurrence
November 2020

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
SOUTH AYRSHIRE COUNCIL
Contact Name
Not specified
Contact Email
procurement@south-ayrshire.gov.uk
Contact Phone
+44 3001230900

Buyer Location

Locality
AYR
Postcode
KA7 1DR
Post Town
Kilmarnock
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM94 South Ayrshire
Delivery Location
TLM94 South Ayrshire

Local Authority
South Ayrshire
Electoral Ward
Ayr West
Westminster Constituency
Ayr, Carrick and Cumnock

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR315266
    CE-78-17 - Managing Agent for Energy Efficiency Programmes - South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN322376
    CE-78-17 - Managing Agent for Energy Efficiency Programmes - South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000537583-2018-06-14T00:00:00Z",
    "date": "2018-06-14T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000537583",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-3",
            "name": "South Ayrshire Council",
            "identifier": {
                "legalName": "South Ayrshire Council"
            },
            "address": {
                "streetAddress": "County Buildings, Wellington Square",
                "locality": "Ayr",
                "region": "UKM94",
                "postalCode": "KA7 1DR"
            },
            "contactPoint": {
                "email": "Procurement@South-Ayrshire.gov.uk",
                "telephone": "+44 3001230900",
                "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.south-ayrshire.gov.uk/procurement/"
            }
        },
        {
            "id": "org-32",
            "name": "South Ayrshire Council",
            "identifier": {
                "legalName": "South Ayrshire Council"
            },
            "address": {
                "streetAddress": "County Buildings, Wellington Square",
                "locality": "Ayr",
                "region": "UKM94",
                "postalCode": "KA7 1DR"
            },
            "contactPoint": {
                "email": "Procurement@South-Ayrshire.gov.uk",
                "telephone": "+44 3001230900",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.south-ayrshire.gov.uk/procurement/"
            }
        }
    ],
    "buyer": {
        "name": "South Ayrshire Council",
        "id": "org-32"
    },
    "tender": {
        "id": "CE-78-17",
        "title": "CE-78-17 - Managing Agent for Energy Efficiency Programmes",
        "description": "South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "71314200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79993000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79993100",
                        "scheme": "CPV"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM94"
                    },
                    {
                        "region": "UKM94"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-05-09T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2018-05-09T12:00:00Z"
        },
        "documents": [
            {
                "id": "MAR315266",
                "documentType": "contractNotice",
                "title": "CE-78-17 - Managing Agent for Energy Efficiency Programmes",
                "description": "South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR315266",
                "format": "text/html"
            },
            {
                "id": "JUN322376",
                "documentType": "awardNotice",
                "title": "CE-78-17 - Managing Agent for Energy Efficiency Programmes",
                "description": "South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN322376",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "South Ayrshire Council require to engage a suitably qualified managing agent to deliver all aspects of the Scottish Government's Home Energy Efficiency Programme Area Based Scheme(s) in communities across South Ayrshire. The services will comprise marketing and recruitment of participants, appointing suitably qualified energy surveyors, assisting in procuring, evaluating and managing contractors and providing relevant data required to meet reporting obligations outlined by the Scottish Government. This list is not exhaustive and the Managing Agent will be required to undertake various levels of operational delivery under this requirement and this will be in line with Scottish Government and the Council requirements.",
                "status": "complete",
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 270
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "A total of two years may be extended to this contract on the basis of(+1)(+1)."
                }
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
                    "document"
                ]
            }
        ],
        "bidOpening": {
            "date": "2018-05-09T12:00:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "Due to the character restrictions of certain PCS notice fields, the full Contract Notice can be viewed in MS Word format within the attachments area of the PCS-Tender ITT"
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "It is a requirement of this Contract that bidders hold, or can commit to obtain prior to the commence of any subsequently awarded Contract, indicated below: Insurances: Employers (Compulsory) Liability Insurance = 10 million GBP in respect of each claim without limit to the number of claims. Tenderers may be required to provide their current Employers Liability Insurance certificate which should include name of the insurers, policy numbers, expiry date and limits for any one incident and annual aggregate caps and the excesses under the policies. Public Liability Insurance = 5 million GBP in respect of each claim without limit to the number of claims. Tenderers may be required to provide a copy of their current Public Liability Insurance certificate. Motor Vehicle Insurance = Minimum Third Party Motor Vehicle Liability in respect of any motor vehicle or plated plant used. Professional Indemnity Insurance = 2 million GBP in respect of each claim without limit to the number of claims. Tenderers may be required to provide a copy of their current Professional Indemnity Insurance certificate. Documentation requested for the above insurances should include name of insurers, policy numbers, expiry date and limits of any one incident and annual aggregate caps and the excesses under the policies. Financial Standing: The Council will access a Credit safe report for a Tenderers organisation and use the information contained within to assist with the assessment of the Bidder's economic and financial standing. In the event that this analysis is unavailable or unsatisfactory the Council will request the following information below: A copy of the organisation's audited accounts or equivalent for the most recent 2 years, along with details of any significant changes since the last year end. OR A statement of the organisation's turnover; profit and cash flow for the most recent full year of trading or where a full year trading has not been completed the same information for the period applicable. NOTE if this information is not available in an audited format Tenderers may be required to provide an end of period balance sheet or make the response specified below. OR If Tenderers are unable to provide the information requested above, they may be required to provide additional information and documentation that will give the Authority the assurance that they are capable of carrying out any subsequent awarded contract. For example, a statement of their organisation's cash flow forecast for the current year and a letter from the organisation's bank outlining the current cash and credit position or other alternative means of demonstrating financial standing. Once the Council has received and considered such financial information as is made available in line with the requirements above, the Council shall have discretion to ask Tenderers to provide either a parent company guarantee and/or a guarantee from an agreed financial institution as it considers appropriate (acting reasonably). In the event that additional measures are requested, the Council shall, in its sole discretion, determine the terms of those measures that it deems as acceptable. If Tenderers cannot provide measures to the satisfaction of the Council then their submission may be rejected."
                },
                {
                    "type": "technical",
                    "description": "Tenderer's will be required to provide evidence of having the necessary capacity and capability to deliver the requirements for the \"Managing Agent for Energy Efficiency Programmes. The below requirements will be requested at the \"Request For Documentation\" Stage: Two (2) examples of the provision of similar goods/services/works may be requested and must be from within the last 3 years for goods and services and within the last 5 years of work contracts. If Tenderers are unable to provide two (2) examples the tenderer may be required to explain why examples cannot be provided. Tenderers may also be required to provide: Technical Skills A statement of the relevant professional and technical skills available within your organisation; or where applicable, consortium members and/or named sub-contractors in relation to this procurement exercise. Guidance The buyer will use the information you provide to evaluate whether your organisation; consortium members and/or named sub-contractors have the relevant professional and technical skills required for this procurement exercise. Technical Resources A statement of the relevant technical resources such as the tools, plant, facilities and technical equipment available to your organisation, or where applicable, consortium members and/or named sub-contractors in relation to this procurement exercise. Guidance The buyer will use the information you provide to evaluate whether your organisation; consortium members and/or named sub-contractors have the relevant technical resources for this procurement exercise. Technical Confirmation If available, copies of completion certificates or customers' written declaration which validates the examples you have provided. Guidance If you cannot provide certificates or customer declarations the Authority may choose to contact customers cited directly in order to validate the experience examples you have provided without any further reference to you."
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "classification": {
            "id": "71314200",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "November 2020"
        }
    },
    "language": "EN",
    "description": "Due to the character restrictions of certain PCS notice fields, the full Contract Notice can be viewed in MS Word format within the attachments area of the PCS-Tender ITT. (SC Ref:546821)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000537583"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000537583"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "CE-78-17",
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "CE-78-17",
            "awardID": "CE-78-17",
            "status": "active",
            "dateSigned": "2018-06-14T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2018/S 064-142668"
        }
    ]
}