--- title: "Delivery Partner 2 - SHDF W3 & local authority retrofit scheme" ocid: "ocds-h6vhtk-04982a" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04982a" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04982a.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04982a.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "DEPARTMENT FOR ENERGY SECURITY & NET ZERO" published: "2024-09-04" --- # Delivery Partner 2 - SHDF W3 & local authority retrofit scheme Buyer: DEPARTMENT FOR ENERGY SECURITY & NET ZERO Current stage: Planning OCID: ocds-h6vhtk-04982a [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04982a) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-04982a.json) ## Summary The Department for Energy Security & Net Zero (DESNZ) has announced a planned procurement process for a Delivery Partner for Wave 3 of the Social Housing Decarbonisation Fund (SHDF) and a local authority retrofit scheme. The procurement, currently at the planning stage, is aimed at delivering energy efficiency improvements to tackle fuel poverty and aid in achieving Net Zero by 2050. The focus is on Business services, particularly in law, marketing, consulting, recruitment, printing, and security, with a combined funding value of approximately £1.75 billion, leveraging additional landlord co-funding. Pre-market engagement sessions are scheduled from mid-September to early October 2024, with the Invitation to Tender expected to be published at the end of November 2024. This tender presents significant opportunities for businesses operating in the fields of energy services, project management, and administration. Companies involved in application assessment, project performance management, grant recipient support, fraud and compliance management, and data reporting will find this an ideal opportunity to expand their portfolios. Organisations with experience in digital solutions, particularly CRM systems, are also highly valued. Participating in this procurement process offers the chance to engage in a high-profile government project, contributing to substantial public works aimed at improving energy efficiency and social housing across multiple regions in the UK. ## Notice Please refer to the full description within this PIN. ### Lot Information Lot 1 Background: In December 2023, the previous UK Government announced how PS6 billion of funding would be spent to provide energy efficiency support to families, business and industry. This included allocating capital funding for two energy efficiency schemes (a local authority retrofit scheme and the Social Housing Decarbonisation Fund Wave 3) amounting to a previously published value of PS500m and PS1.25bn, respectively. The ~PS1.25bn for the Social Housing Decarbonisation scheme will also leverage co-funding from landlords. These funding schemes are administered by the Department for Energy Security and Net Zero (hereafter referred to as "The Authority"). The budgets for both schemes will be reviewed and identified through the Spending Review process (launched by the Chancellor in August 2024). Subject to funding availability and policy approval, both Schemes are expected to run from April 2025 and aim to tackle fuel poverty and make progress towards Net Zero 2050. Up to 200,000 homes will be insulated or retrofitted, improving energy performance and lowering bills. Requirements & Indicative Timelines: Please note: This PIN supersedes previous notices regarding pre-market engagement sessions led by Salix Finance, one of the Department's Non-Departmental Public Bodies. Salix published pre-tender market engagement notices concerning the potential opportunity in February and April 2024. The Authority (DESNZ) has since taken over the lead for the planned procurement of a delivery partner for Wave 3 of the Social Housing Decarbonisation Fund and a local authority retrofit scheme, and all pre- tender engagement and procurement related correspondence regarding the opportunity will be managed by the Authority via published notices and tendering portals. Salix Finance will continue to support the Department's SHDF wave 2 and HUG 2 schemes, public sector decarbonisation and the Department's wider net zero objectives. The planned publication of the Invitation to Tender is the end of November 2024. The Authority reserves the right to change these timelines, and the market will be informed of any changes. Building on the Pre-Market Engagement carried out between February and April 2024, the Authority seeks further engagement with suppliers to: Share the latest Scheme policy and design. Update the market on the latest Authority requirements, including new digital aspects (notably the need for a customer relationship management (CRM)) not previously included. Provide the market with opportunities to share their views on key aspects of the contract, including areas such as the intended Payment Model, and Performance Management. Provide the market with an opportunity to ask questions and feedback on any risks, issues, or opportunities. Feedback from suppliers via this early engagement will help inform our thinking and shape the Authority's future commercial strategy for the Schemes. The Authority invites organisations with the capability & capacity to support these funded programmes to express their interest in this pretender market engagement and to help inform the development of our potential procurement. Requirements are expected to include: Application assessment, Project performance & management, Grant recipient change control, Grant recipient payment support, Fraud, error & compliance management, Data reporting and visualisation through a CRM, Other oversight functions to be determined. This PTME notice is separate to any later procurement exercise. The Authority will not use this PTME to inform the suitability of any future potential supplier. Potential Route to Market: Whilst we have not finalised on our route to market, we are considering using RM6322 Fund Administration & Disbursement Services DPS. Given the timelines involved on registering for the DPS (c. 15 days from the point of submission), we would recommend that suppliers register onto the DPS by 30th October 2024. Follow the steps in the RM6322 FAADS - Supplier Onboarding Steps 2024 document attached and ensure you access as a Supplier via the DPS link: https://supplierregistration.cabinetoffice.gov.uk/dps. It's important you scroll down to the Fund Administration & Disbursement Services section and 'Access as a Supplier' through this agreement. Please ensure you download the Bid Pack and read the RM6322 DPS NEEDS document (attached) and all DPS Terms and conditions prior to registration. If you have any questions, please contact the DPS Commercial Lead - chris.chamberlain@crowncommercial.gov.uk However, the Authority reserves the right to make a final decision on route to market following a review of the responses to this engagement which will consider feedback received in relation to the paragraph above. Additionally, the Authority reserves the right to not proceed to tender this opportunity. Any information shared may be subject to requests under the Freedom of Information Act 2000 (FOIA) or Environmental Information Regulations 2004 (EIR) and may be released unless an exemption or exception applies under the relevant legislation. Pre-Procurement Market Engagement Market Engagement is expected to include 3 stages; please see below for information on what each stage will entail. Stage 1: Group Sessions Stage 2: 1:1 Sessions Stage 3: Final Group Session. Stage 1: Group Sessions General Pre-Market Engagement - Supplier Update & Q&A Scheme policy and requirement development updates, Proposed route to market, Indicative procurement timetable, Approach to Payment Model, Approach to Performance Management, How to Bid, Q&A The above content will be covered at the following two sessions. The content will remain the same for both sessions. Session 1: Tuesday 17th September 3-4pm Session 2: Friday 20th September 2-3pm Stage 2: 1:1 Sessions Sessions are expected to take place w/c 23rd September. Due to time constraints, 1:1 sessions will close on 27th September. An opportunity for suppliers to feed into the procurement's requirements and approach, and to test any assumptions held to enable the provision of high-quality bids. Please note: These sessions are limited to a maximum of one session per supplier. Stage 3: Final Group Session Session expected to take place w/c 07th October. A final session to advise the market of the revised requirements and procurement approach, informed by responses from the group Q&As, questionnaires and 1:1 sessions. If you are interested in this potential opportunity, please email hthcommercial@energysecurity.gov.uk with your company details and a main point of contact. If you wish to attend one or more of the above sessions, please state this clearly in your e-mail and you will be provided with an MS Teams link invite for each session in due course. Please note: We are limiting attendees to three per organisation for these sessions. Please respond with your availability and which sessions you would like to attend no later than 17:00, Friday 13th September. The Authority will send out a questionnaire and further information on the requirements in advance of these sessions. These will be attached to the PIN that has been published on Contracts Finder: https://www.contractsfinder.service.gov.uk/Notice/bfb52010-04d2-41b6-95ad-a30184e7096d Additional information: Please refer to the attached document for further information on the requirements. Further documents will be shared in due course via the Contracts Finder PIN: https://www.contractsfinder.service.gov.uk/Notice/bfb52010-04d2-41b6-95ad-a30184e7096d ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/028336-2024 | | Notice type | Planning Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 4 Sep 2024 | | Submission deadline | Not specified | | Future notice date | 1 Dec 2024 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | DEPARTMENT FOR ENERGY SECURITY & NET ZERO | | Locality | LONDON | | Post town | Not specified | | Postcode | N/A | | Country | Not specified | | ITL 1 | Not specified | | ITL 2 | Not specified | | ITL 3 | Not specified | | Local authority | Not specified | | Electoral ward | Not specified | | Westminster constituency | Not specified | | Delivery location | TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England) | ## CPV Codes ### Divisions - 71 - Architectural, construction, engineering and inspection services - 75 - Administration, defence and social security services - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 71314000 - Energy and related services - 75100000 - Administration services - 79000000 - Business services: law, marketing, consulting, recruitment, printing and security ## Release History - 4 Sep 2024 at 16:36 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/028336-2024 ## Notice URLs - https://supplierregistration.cabinetoffice.gov.uk/dps - https://www.contractsfinder.service.gov.uk/Notice/bfb52010-04d2-41b6-95ad-a30184e7096d - https://www.gov.uk/government/organisations/department-for-energy-security-and-net-zero ## 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-04982a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04982a.json.