---
title: "Financial Administration and Management of Scottish Government Heat and Energy Efficiency grant and loan schemes"
ocid: "ocds-r6ebe6-0000728814"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000728814"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000728814.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000728814.json"
source: "Public Contracts Scotland"
current_stage: "Planning"
buyer: "SCOTTISH GOVERNMENT"
published: "2023-04-11"
---

# Financial Administration and Management of Scottish Government Heat and Energy Efficiency grant and loan schemes

Buyer: SCOTTISH GOVERNMENT  
Current stage: Planning  
OCID: ocds-r6ebe6-0000728814

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## Summary

The Scottish Government has published a planning tender for the financial administration and management of its heat and energy efficiency grant and loan schemes. The tender is aimed at service providers and has an estimated value of £61.5 million. The procurement stage is currently in the planning phase, with the future notice date set for 24th April 2023. The buying organisation is the Scottish Government, located in Glasgow, UK. The industry category is 'General public services', and the main procurement category is 'services'.

This tender issued by the Scottish Government presents a significant business opportunity for service providers in the financial administration and management sector. Businesses specialising in application processing, administration of payments and records, as well as effective customer journey maintenance are well-suited to compete. The contract involves managing 17 grant and loan schemes for a duration of 36 months with possible 12-month extensions. Interested parties should be registered with the Financial Conduct Authority at the time of contract award to be eligible to participate in this procurement process.

## Notice

The Scottish Government is seeking a service provider to undertake the financial administration and management of a number of its open, closed and future heat and energy efficiency loan and grant schemes. The majority of the schemes are demand led and it should be noted that the actual value of the contract may be significantly less than the maximum estimated value outlined in II.1.5 if forecast volumes are not realised.

### Lot Information

Lot 1

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. It is anticipated that the new contract will commence in December 2023. However, this may be subject to change at the time of issuing the contract notice. The service provider will assume the management and administration of 17 grant and loan schemes. Some schemes are open to new applications and others are closed. The Scottish Government may also introduce new schemes through this contract. The service provider will have to deliver the following across those individual schemes: - Application processing and decision making - Administration of loan and grant payments - Administration of loan repayments - Records management - Liaison with advice partners to maintain an effective and efficient customer journey. At the time of publication of the PIN the contract will be for 36 months with 2 x 12 months optional extensions to be invoked at Scottish Ministers discretion. However, this may be subject to change at the time of issuing the contract notice.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR475936 |
| Notice type | OJEU - F1 - Prior Information 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 | 11 Apr 2023 |
| Submission deadline | Not specified |
| Future notice date | 24 Apr 2023 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £61,500,000 |
| 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 | 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 |

## 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

- 11 Apr 2023 at 00:00 - Planning - OJEU - F1 - Prior Information Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR475936

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR475936
  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 open, closed and future heat and energy efficiency loan and grant schemes. The majority of the schemes are demand led and it should be noted that the actual value of the contract may be significantly less than the maximum estimated value outlined in II.1.5 if forecast volumes are not realised.

## Notice URLs

- http://
- http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=728814
- http://www.scotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000728814

## 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-r6ebe6-0000728814. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000728814.json.
