---
title: "Retrofit Home (Domestic) Energy Efficiency Works - Managing Agents"
ocid: "ocds-h6vhtk-0375ac"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0375ac"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0375ac.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0375ac.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "WATFORD BOROUGH COUNCIL"
published: "2023-04-05"
---

# Retrofit Home (Domestic) Energy Efficiency Works - Managing Agents

Buyer: WATFORD BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-0375ac

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## Summary

The Watford Borough Council has awarded contracts for the Retrofit Home (Domestic) Energy Efficiency Works - Managing Agents project. This procurement involved the delivery of domestic retrofit projects and related services for councils, local authorities, and social housing organizations within Hertfordshire and Buckinghamshire. The contract was signed on April 4th, 2023, with a total value of £60,000,000. The procurement method was an open procedure, and three lots were awarded to different suppliers for managing agent services and energy company obligation schemes.

This tender creates opportunities for businesses specializing in construction project management services, energy-efficiency consultancy services, and helpdesk and support services. Suppliers like the National Energy Foundation and E.ON Energy Solutions Limited were successful in winning contracts in this framework agreement. The awarded contracts aim to provide services to manage grant-funded retrofit schemes, ECO schemes, and independent energy advice services to residents in the specified council areas, offering potential for business growth and collaboration with local authorities.

## Notice

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. This award notice is made on behalf of all of those organisations listed in the original publication referenced 2022/S 000-028942. These are all local authorities in Hertfordshire and Buckinghamshire and any registered Social Landlord/ Social Housing provider/ Housing Association for housing stock within Hertfordshire or Buckinghamshire (in whole or part)

### Lot Information

Managing Agent for Grant-Funded Domestic Retrofit Schemes

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.

Management of Energy Company Obligation (ECO) scheme

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

Independent Energy Advice Service:

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.

Management of Energy Company Obligation (ECO) scheme

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

Independent Energy Advice Service

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/009969-2023 |
| Notice type | Tender Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 Apr 2023 |
| Submission deadline | 25 Nov 2022 |
| Future notice date | Not specified |
| Award date | 31 Mar 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000,000 |
| Lots value | £51,500,000 |
| Awards value | Not specified |
| Contracts value | £66,000,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Active, Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WATFORD BOROUGH COUNCIL |
| Additional buyers | THREE RIVERS DISTRICT COUNCIL |
| Locality | WATFORD |
| Post town | Watford |
| Postcode | WD17 3EX |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH2 Bedfordshire and Hertfordshire |
| ITL 3 | TLH27 South West Hertfordshire |
| Local authority | Three Rivers |
| Electoral ward | Rickmansworth Town |
| Westminster constituency | South West Hertfordshire |
| Delivery location | TLH23 Hertfordshire CC |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 4 |
| Supplier names | E.ON ENERGY SOLUTIONS; NATIONAL ENERGY FOUNDATION; OVO ENERGY SOLUTIONS; WARMWORKS SCOTLAND |

## CPV Codes

### Divisions

- 71 - Architectural, construction, engineering and inspection services
- 72 - IT services: consulting, software development, Internet and support
- 98 - Other community, social and personal services

### Codes

- 71314000 - Energy and related services
- 71314200 - Energy-management services
- 71314300 - Energy-efficiency consultancy services
- 71541000 - Construction project management services
- 72253000 - Helpdesk and support services
- 98513310 - Home-help services

## Release History

- 5 Apr 2023 at 13:05 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/009969-2023
- 14 Oct 2022 at 09:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/028942-2022

## Notice URLs

- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=773722593
- https://www.delta-esourcing.com/tenders/UK-UK-WATFORD:-Construction-project-management-services./E39854263B
- https://www.threerivers.gov.uk
- https://www.watford.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0375ac. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0375ac.json.