Award

Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire

NORTH AYRSHIRE COUNCIL

This public procurement record has 2 releases in its history.

Award

06 Nov 2020 at 00:00

Tender

12 Jun 2020 at 00:00

Summary of the contracting process

The procurement process involves North Ayrshire Council, which is seeking a Managing Agent to facilitate the delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). This tender, titled "Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire," falls within the services category and is located throughout North Ayrshire, including Arran and Cumbrae. The procurement method employed is an open procedure, and the tender period ended on 22nd July 2020, while the award period commenced on the same day. The total value of the contract awarded is £362,913, with the successful bid submitted by The Wise Group.

This tender presents significant opportunities for businesses engaged in energy efficiency services and related sectors. Companies with expertise in home energy assessments, project management, and community engagement will find themselves well-positioned to compete. Additionally, small and medium-sized enterprises focused on environmental sustainability may benefit from participating in this project, as the contract supports the recruitment of residents and the delivery of energy advice and advocacy services, fostering local community involvement.

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

Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire

Notice Description

North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.

Lot Information

Lot 1

The role of the Managing Agent will be to ensure the Council meets the Scottish Government targets by carrying out projects with government funding provided to the Council. Services required by the Managing Agent will be as follows; - Assist with the HEEPS:ABS programme development and future bids, accessing additional funding from external sources for the duration of the contract. - Marketing of the programme - Recruitment of residents and provision of ongoing support through-out the customer journey - Ensure all households meet qualifying criteria - Provide residents with energy advice and advocacy - The procurement, appointment, management and quality assurance of suitably qualified energy efficiency installers/sub-contractors, energy surveyors - Monitoring and evaluation of projects - Leverage of Energy Company Obligation (ECO) ensuring that Scotland levers in its share of ECO funding and helping householders install a range of energy efficiency measures - Leverage of additional funding, for Energy Efficiency projects if available

Renewal: Option to extend by 2 (two) x 1 (one) year extensions subject to confirmation of funding.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000622355
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV399169
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
SME

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

71314300 - Energy-efficiency consultancy services

79993000 - Building and facilities management services

Notice Value(s)

Tender Value
£483,885 £100K-£500K
Lots Value
£483,885 £100K-£500K
Awards Value
Not specified
Contracts Value
£362,913 £100K-£500K

Notice Dates

Publication Date
6 Nov 20205 years ago
Submission Deadline
22 Jul 2020Expired
Future Notice Date
Not specified
Award Date
19 Oct 20205 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
NORTH AYRSHIRE COUNCIL
Contact Name
Not specified
Contact Email
procurement@north-ayrshire.gov.uk
Contact Phone
+44 1294310000, +44 1294324730

Buyer Location

Locality
IRVINE
Postcode
KA12 8EE
Post Town
Kilmarnock
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM93 North Ayrshire and East Ayrshire
Delivery Location
TLM63 Lochaber, Skye and Lochalsh, Arran and Cumbrae, and Argyll and Bute, TLM93 North Ayrshire and East Ayrshire

Local Authority
North Ayrshire
Electoral Ward
Irvine South
Westminster Constituency
Central Ayrshire

Supplier Information

Number of Suppliers
1
Supplier Name

THE WISE GROUP

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN388203
    Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire - North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV399169
    Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire - North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.

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-r6ebe6-0000622355-2020-11-06T00:00:00Z",
    "date": "2020-11-06T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000622355",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-29",
            "name": "North Ayrshire Council",
            "identifier": {
                "legalName": "North Ayrshire Council"
            },
            "address": {
                "streetAddress": "Cunninghame House, Friars Croft",
                "locality": "Irvine",
                "region": "UKM93",
                "postalCode": "KA12 8EE"
            },
            "contactPoint": {
                "email": "procurement@north-ayrshire.gov.uk",
                "telephone": "+44 1294324730",
                "faxNumber": "+44 1294324054",
                "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "09",
                        "description": "Education",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.north-ayrshire.gov.uk"
            }
        },
        {
            "id": "org-30",
            "name": "Kilmarnock Sheriff Court",
            "identifier": {
                "legalName": "Kilmarnock Sheriff Court"
            },
            "address": {
                "streetAddress": "Sheriff Court House, St Marnock Street,",
                "locality": "Kilmarnock",
                "postalCode": "KA1 1ED"
            },
            "contactPoint": {
                "telephone": "+44 1563550024",
                "url": "https://www.scotcourts.gov.uk/"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-142",
            "name": "North Ayrshire Council",
            "identifier": {
                "legalName": "North Ayrshire Council"
            },
            "address": {
                "streetAddress": "Cunninghame House, Friars Croft",
                "locality": "Irvine",
                "region": "UKM93",
                "postalCode": "KA12 8EE"
            },
            "contactPoint": {
                "email": "procurement@north-ayrshire.gov.uk",
                "telephone": "+44 1294310000",
                "url": "http://"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "10",
                        "description": "Social protection",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.north-ayrshire.gov.uk"
            }
        },
        {
            "id": "org-23",
            "name": "The Wise Group",
            "identifier": {
                "legalName": "The Wise Group"
            },
            "address": {
                "streetAddress": "72 Charlotte Street",
                "locality": "Glasgow",
                "region": "UK",
                "postalCode": "G1 5DW"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-144",
            "name": "Kilmarnock Sheriff Court",
            "identifier": {
                "legalName": "Kilmarnock Sheriff Court"
            },
            "address": {
                "locality": "Kilmarnock"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "North Ayrshire Council",
        "id": "org-142"
    },
    "tender": {
        "id": "NAC 5028",
        "title": "Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire",
        "description": "North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "71314300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79993000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Throughout North Ayrshire including Arran and Cumbrae."
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM93"
                    },
                    {
                        "region": "UKM63"
                    },
                    {
                        "region": "UKM93"
                    },
                    {
                        "region": "UKM63"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 483885,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2020-07-22T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2020-07-22T12:00:00Z"
        },
        "documents": [
            {
                "id": "JUN388203",
                "documentType": "contractNotice",
                "title": "Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire",
                "description": "North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN388203",
                "format": "text/html"
            },
            {
                "id": "NOV399169",
                "documentType": "awardNotice",
                "title": "Managing Agent to deliver Home Energy Efficiency Programmes in North Ayrshire",
                "description": "North Ayrshire Council require a Managing Agent to ensure successful delivery of the Home Energy Efficiency Programme for Scotland: Area Based Scheme (HEEPS:ABS). The HEEPS:ABS programme will be delivered to households in communities throughout North Ayrshire.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV399169",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The role of the Managing Agent will be to ensure the Council meets the Scottish Government targets by carrying out projects with government funding provided to the Council. Services required by the Managing Agent will be as follows; - Assist with the HEEPS:ABS programme development and future bids, accessing additional funding from external sources for the duration of the contract. - Marketing of the programme - Recruitment of residents and provision of ongoing support through-out the customer journey - Ensure all households meet qualifying criteria - Provide residents with energy advice and advocacy - The procurement, appointment, management and quality assurance of suitably qualified energy efficiency installers/sub-contractors, energy surveyors - Monitoring and evaluation of projects - Leverage of Energy Company Obligation (ECO) ensuring that Scotland levers in its share of ECO funding and helping householders install a range of energy efficiency measures - Leverage of additional funding, for Energy Efficiency projects if available",
                "status": "complete",
                "value": {
                    "amount": 483885,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "All award criteria is stated in the ITT documents",
                            "description": "50"
                        },
                        {
                            "type": "price",
                            "description": "50"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 270
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Option to extend by 2 (two) x 1 (one) year extensions subject to confirmation of funding."
                }
            }
        ],
        "bidOpening": {
            "date": "2020-07-22T12:00:00Z",
            "address": {
                "streetAddress": "North Ayrshire"
            }
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true
        },
        "coveredBy": [
            "GPA"
        ],
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "For Completion by Non-UK Businesses Only - If required by the member state, bidders are required to be enrolled in the relevant professional or trade registers within the country in which they are established."
                },
                {
                    "type": "economic",
                    "description": "Bidders will be required to have a minimum yearly turnover of 323,000 GBP for the last 3 years in the business area covered by the contract. Where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up/started trading. NAC reserve the right to review the bidders' financial information including information from credit reference agencies at tender stage and throughout the life of the contract, and seek clarifications if necessary. If clarifications are not satisfactory the bidder may be excluded from the tender process. It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commence of any subsequently awarded contract, the types and levels of insurance indicated below: Public Liability Insurance = 10,000,000 GBP Employer's (Compulsory) Liability Insurance = 5,000,000 GBP http://www.hse.gov.uk/pubns/hse40.pdf"
                },
                {
                    "type": "technical",
                    "description": "Bidders will be required to provide 2 examples, within the last 3 years that demonstrate that they have the relevant experience to deliver the services as described in part II.2.4 of this Contract Notice. The experience provided will be for projects of a similar value, size and scope Unsatisfactory experience will result in a fail and exclusion from the tender process Bidders must provide 2 satisfactory references from 2 different contracts within the last 3 years on the reference templates provided in the Instruction to Tenders document. References should be completed and signed by previous customers for contracts of a similar nature, value scope and size. If any of the referees score the bidder less than 2 the bidder will be excluded from the tender process. Completed reference templates must be uploaded into the general attachments area of the qualification envelope in PCS-T Bidders will be required to confirm that they and/or the service provider have the following relevant educational and professional qualifications: Members of staff undertaking household surveys require to have EPC accreditation. Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.",
                    "minimum": "The Managing Agent must provide services and energy efficiency installations in line the following standards and guidance documents; o PAS 2030:2014 and all future relevant updated iterations. o Scottish Government's HEEPS:ABS guidance o ECO: Guidance for Suppliers o Energy Performance Certificate (EPC) process Quality Management Procedures 1. The bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent), OR 2. A quality management policy authorised by their Chief Executive or equivalent. Please see the ESPD Guidance documents in the Instruction to Tenderers document for full details. Environmental Management Standards 1. The Bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance with BS EN ISO 14001 (or equivalent) or a valid EMAS (or equivalent) certificate, OR 2. An Environmental management policy authorised by their Chief Executive or equivalent Please see the ESPD Guidance within the Instruction to Tenderers document for full details, Health & Safety Procedures 1. The bidder must hold a UKAS (or equivalent), accredited independent third party certificate of compliance in accordance with ISO 45001* (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum. * Organisations certified to OHSAS 18001 will require to migrate to the new Standard before OHSAS 18001 is withdrawn in March 2021. NAC will continue to accept this Standard until this date however the Standard's validity period and proposed contract period will be taken into account closer to the withdraw date. OR 2. A Health & Safety policy authorised by their Chief Executive or equivalent, and is regularly reviewed at a senior management level, which is relevant to the scale and scope of the contract. Full details are contained within the ESPD guidance form within the Instructions to tenderers document"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 120
            }
        },
        "classification": {
            "id": "71314200",
            "scheme": "CPV"
        },
        "hasRecurrence": false,
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "North Ayrshire Council have decided not to use Lots for this tender for the reason stated below: Nature of the contract is not suitable for lots due to the complexity of the contract as optimal customer interface is required with a one-stop shop approach. (SC Ref:635155)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000622355"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000622355"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "NAC5028",
            "suppliers": [
                {
                    "id": "org-23",
                    "name": "The Wise Group"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "NAC5028",
            "awardID": "NAC5028",
            "status": "active",
            "value": {
                "amount": 362913,
                "currency": "GBP"
            },
            "dateSigned": "2020-10-19T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2020/S 115-280639"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "617",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "618",
                "measure": "smeBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "619",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "620",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "621",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "1"
            }
        ]
    }
}