---
title: "Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes"
ocid: "ocds-r6ebe6-0000716757"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000716757"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000716757.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000716757.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH GOVERNMENT"
published: "2023-10-02"
---

# Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes

Buyer: SCOTTISH GOVERNMENT  
Current stage: Award  
OCID: ocds-r6ebe6-0000716757

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## Summary

The Scottish Government is currently in the final stages of the procurement process for the contract titled "Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes." The procurement method used is an open procedure falling under the services category. The buying organisation is the Scottish Government, located in Glasgow, UK. The contract, worth £61.5 million, has been awarded to Energy Saving Trust. The key deadline for this procurement was the contract signing on 7th August 2023.

This tender presents significant business growth opportunities for service providers specializing in financial administration and management services for energy efficiency grant and loan schemes. Businesses in the field of financial services, particularly those experienced in managing public sector grants, would be well-suited to compete for this contract. The contract offers the potential for extension, providing additional long-term growth prospects for successful bidders. The procurement process emphasises a quality-focused approach, with evaluation criteria including service delivery and adherence to financial conduct regulations.

## Notice

The Scottish Government is seeking a service provider to undertake the financial administration and management of a number of its heat and energy efficiency loan and grant schemes

### Lot Information

Lot 1

The Scottish Government is seeking a suitably qualified and experienced Service Provider to undertake the financial administration and management of a number of the Purchaser's loan and grant schemes, as described herein. The required services include the processing of, and decision-making on, applications for those loan and grant schemes that are open during the course of the contract. It also includes the associated administration of loan and grant payments and repayments, including the repayment of outstanding loans from loan schemes which are either closed at contract start date or which close to new applications during the course of the contract. The Contract has a maximum value of 61.5 million GBP if all extension options are taken up. It should be noted, however, that contract value is a function of demand, and that total demand cannot be accurately forecast The purchaser is unable to provide any guarantee relating to application volumes but expects application volumes in year 1 of the contract across all live schemes to potentially range between 10,000 - 15,000, whilst applications in a potential year 5 of the contract have the potential to exceed 25,000.. Cyber Security will be scored on a 0-4 basis Tenderers must score a minimum moderated average of 2 to be taken forward to price quality ratio. Tenderers must be Financial Authority Conduct registered at the time of contract award

Options: This contract can be extended for a further 24 months optional extensions to be taken up at Scottish Ministers discretion

Renewal: This contract can be extended for a further 24 month optional extensions to be taken up at Scottish Ministers discretion

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489467 |
| 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 | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 2 Oct 2023 |
| Submission deadline | 13 Jun 2023 |
| Future notice date | Not specified |
| Award date | 7 Aug 2023 |
| Contract period | 1 Dec 2023 - 30 Nov 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £61,500,000 |
| Lots value | £61,500,000 |
| Awards value | Not specified |
| Contracts value | £61,500,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SCOTTISH GOVERNMENT |
| Locality | GLASGOW |
| Post town | Glasgow |
| Postcode | G2 8EA |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM3 West Central Scotland |
| ITL 3 | TLM32 Glasgow City |
| Local authority | Glasgow City |
| Electoral ward | Anderston/City/Yorkhill |
| Westminster constituency | Glasgow North |
| Delivery location | TLM Scotland |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ENERGY SAVING TRUST |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 71 - Architectural, construction, engineering and inspection services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 66172000 - Financial transaction processing and clearing-house services
- 66190000 - Loan brokerage services
- 71314300 - Energy-efficiency consultancy services
- 79940000 - Collection agency services

## Release History

- 2 Oct 2023 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489467
- 28 Apr 2023 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR477382

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR477382
  Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes - The Scottish Government is seeking a service provider to undertake the financial administration and management of a number of its heat and energy efficiency loan and grant schemes
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489467
  Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes - The Scottish Government is seeking a service provider to undertake the financial administration and management of a number of its heat and energy efficiency loan and grant schemes

## Notice URLs

- http://
- http://www.scotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000716757
- https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html

## 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-r6ebe6-0000716757. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000716757.json.