Management of the Standard Assessment Procedure

Management of the Standard Assessment Procedure

System quality assurance assessment and review services.

UK-London: System quality assurance assessment and review services

2013/S 020-031478

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Department of Energy and Climate Change
1st Floor, 3 Whitehall Place
Contact point(s): Heat and Industry
For the attention of: Christie Alan
SW1A 2HH London
UNITED KINGDOM
Telephone: +44 03000685120
E-mail: alan.christie@decc.gsi.gov.uk

Internet address(es):

General address of the contracting authority: www.decc.gov.uk

Electronic access to information: https://www.delta-esourcing.com

Electronic submission of tenders and requests to participate: : https://www.delta-esourcing.com/respond/TJMUWGUZD9
Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority
Ministry or any other national or federal authority, including their regional or local sub-divisions
I.3)Main activity
Environment
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Management of the Standard Assessment Procedure
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 27: Other services
NUTS code UKI
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
System quality assurance assessment and review services. Data management services. Engineering-related scientific and technical services. Systems testing services. “The Standard Assessment Procedure (SAP) was developed as a tool to help deliver the UK Government’s energy efficiency policies. It is a National Calculation Methodology as defined at Article 3 of Directive 2010/31/EU of the European Parliament and of the Council of 19 May 2010 on the energy performance of buildings. Its purpose is to provide accurate and reliable assessments of dwelling energy performance to support energy efficiency, environmental and climate change policy initiatives across Government. SAP quantifies a dwelling’s performance in terms of: energy use per unit floor area, a fuel cost based rating (the SAP rating, which is a proxy for energy efficiency) and emissions of carbon dioxide. These performance metrics are based on estimates of annual energy consumption for the provision of space heating, domestic hot water, lighting and ventilation (regulated energy consumption), using standardised assumptions for occupancy and behaviour, eg room temperatures, heating patterns, etc. This enables the comparison of dwelling performance on a like for like basis. It is important to the UK Government that their energy assessment tools continue to remain current, fit for purpose and can be developed to deliver its climate change related policy initiatives. The purpose of the management programme are to cost effectively deliver these objectives hat are needed to underpin its energy and environmental policy initiatives.
The work is split into 4 lots:
— Lot 1: Maintaining and developing the National Calculation Methodologies and energy assessment models and the operation of the process for the consideration of new technologies;
— Lot 2: the maintenance and development of the product characteristics database;
— Lot 3: Testing third party produced National Calculation Methodology software;
— Lot 4: Quality assurance of the models.
II.1.6)Common procurement vocabulary (CPV)

72225000, 72322000, 71350000, 72254100

II.1.7)Information about Government Procurement Agreement (GPA)
II.1.8)Lots
This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants
Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
The Standard Assessment Procedure (SAP) was developed as a tool to help deliver the UK Government’s energy efficiency policies. It is a National Calculation Methodology as defined at Article 3 of Directive 2010/31/EU of the European Parliament and of the Council of 19 May 2010 on the energy performance of buildings. Its purpose is to provide accurate and reliable assessments of dwelling energy performance to support energy efficiency, environmental and climate change policy initiatives across Government. SAP quantifies a dwelling’s performance in terms of: energy use per unit floor area, a fuel cost based rating (the SAP rating, which is a proxy for energy efficiency) and emissions of carbon dioxide. These performance metrics are based on estimates of annual energy consumption for the provision of space heating, domestic hot water, lighting and ventilation (regulated energy consumption), using standardised assumptions for occupancy and behaviour, eg room temperatures, heating patterns, etc.. This enables the comparison of dwelling performance on a like for like basis. It is important to the UK Government that their energy assessment tools continue to remain current, fit for purpose and can be developed to deliver its climate change related policy initiatives. The purpose of the management programme are to cost effectively deliver these objectives hat are needed to underpin its energy and environmental policy initiatives.
The work is split into 4 lots:
— Lot 1: Maintaining and developing the National Calculation Methodologies and energy assessment models and the operation of the process for the consideration of new technologies;
— Lot 2: the maintenance and development of the product characteristics database;
— Lot 3: Testing third party produced National Calculation Methodology software;
— Lot 4: Quality assurance of the models.
Estimated value excluding VAT: 500 000 GBP
II.2.2)Information about options
Options: no
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Starting 1.5.2013. Completion 29.4.2016

Information about lots

Lot No: 1 Lot title: Maintaining and developing the National Calculation Methodologies and energy assessment models and the operation of the process for the consideration

1)Short description
To ensure the methodologies and models produce accurate and robust energy and environmental performance assessments for all dwelling types, irrespective of size.
2)Common procurement vocabulary (CPV)

72225000

3)Quantity or scope
To ensure the methodologies and models produce accurate and robust energy and environmental performance assessments for all dwelling types, irrespective of size.
Ensure that the methodologies and models are fit for the purposes for which they are used, particular to underpin Building Regulations, Energy Performance of Buildings Directive, Warm Front, climate change abatement, Energy Company Obligation, Stamp Duty Land Tax exemption, Green Deal, Renewable Heat Incentive.
To research options for model development which allow more refined evaluation in the model of energy demand and carbon emissions.
Ensure processes are transparent and a high degree of integrity is met in decision making.
Monitor and evaluate performance national calculation models and other assessment models that may be relevant in meeting policy goals.
Estimated value excluding VAT: 380 000 GBP
4)Indication about different date for duration of contract or starting/completion
Starting 1.5.2013. Completion 29.4.2016
5)Additional information about lots
Lot No: 2 Lot title: the maintenance and development of the products characteristic database
1)Short description
To assess, validate nd incorporate within the database the performance of products. The database supports the National Calculation Methodology and other policy initiatives, such as Green Deal, which for Golden rule purposes seeks to differentiate between the performance of products.
Make available to energy assessors monthly downloadable updates of the database.
Make available to the general public, via a dedicated internet website, the information contained database. It is likely that the existing website may have to be integrated within the new Government website portal www.gov.uk/
2)Common procurement vocabulary (CPV)

72254100, 72225000

3)Quantity or scope
To assess, validate nd incorporate within the database the performance of products. The database supports the National Calculation Methodology and other policy initiatives, such as Green Deal, which for Golden rule purposes seeks to differentiate between the performance of products.
Make available to energy assessors monthly downloadable updates of the database.
Make available to the general public, via a dedicated internet website, the information contained database. It is likely that the existing website may have to be integrated within the new Government website portal www.gov.uk/

Estimated value excluding VAT: 40 000 GBP

4)Indication about different date for duration of contract or starting/completion
Starting 1.5.2013. Completion 30.4.2016
5)Additional information about lots
Lot No: 3 Lot title: Testing third party produced National Calculation Methodology software
1)Short description
To test and thereby validate third party produced National Calculation Methodology software, and variants thereof (eg. for use in Green Deal) and any other assessment software that may be needed to deliver Government’s policy objectives.
Ensuring that software providers operate and work to an appropriate quality assurance standard.
To ensure outputs from software such as Energy Performance Certificates are fit for purpose.
2)Common procurement vocabulary (CPV)

72250000, 72254100

3)Quantity or scope
To test and thereby validate third party produced National Calculation Methodology software, and variants thereof (eg for use in Green Deal) and any other assessment software that may be needed to deliver Government’s policy objectives.
Ensuring that software providers operate and work to an appropriate quality assurance standard.
To ensure outputs from software such as Energy Performance Certificates are fit for purpose.
Estimated value excluding VAT: 40 000 GBP
4)Indication about different date for duration of contract or starting/completion
Starting 1.5.2013. Completion 30.4.2016
5)Additional information about lots
Lot No: 4 Lot title: Quality Assurance of the model
1)Short description
Ensure National Calculation Methodology models overall are fit for purpose both for Building Regulations Compliance and for roles in which its methodology, its underpinning assumptions, product performance and other data are used to deliver DECC programmes and wider policy initiatives.
2)Common procurement vocabulary (CPV)

72225000, 72254100

3)Quantity or scope
Ensure National Calculation Methodology models overall are fit for purpose both for Building Regulations Compliance and for roles in which its methodology, its underpinning assumptions, product performance and other data are used to deliver DECC programmes and wider policy initiatives.
Estimated value excluding VAT: 40 000 GBP
4)Indication about different date for duration of contract or starting/completion
Starting 1.5.2013. Completion 29.4.2016
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: The Authority will apply all the offences listed in Article 45(1) of Directive 2004/18/EC (implemented as Regulation 23(1) of the Public Contract Regulations (PCR) 2006 in the UK) and all of the professional misconducts listed at Article 45(2) of Directive 2004/18/EC (see also Regulation 23(2) in the PCR 2006) to the decision of whether a Candidate is eligible to be invited to tender.
A full list of the Regulation 23(1) and 23(2) criteria are at http://www.delta-esourcing.com/delta/project/reasonsForExclusion.html#pcr

Candidates will be required to answer these questions as part of the qualification process. For candidates who are registered overseas, you will need to declare if you have any offences/misconduct under your own countries laws, where these laws are equivalent to the Regulation 23 lists.
Candidates who have been convicted of any of the offences under Article 45(1) are ineligible and will not be selected to bid, unless there are overriding requirements in the general interest for doing so.
Candidates who are guilty of any of the offences, circumstances or misconduct under Article 45(2) may be excluded from being selected to bid at the discretion of the Authority.

III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: (a) Appropriate statements from banks or, where appropriate, evidence of relevant professional risk indemnity insurance.
(b) The presentation of balance-sheets or extracts from the balance-sheets, where publication of the balance-sheet is required under the law of the country in which the economic operator is established.
(c) A statement of the undertaking’s overall turnover and, where appropriate, of turnover in the area covered by the contract for a maximum of the last 3 financial years available, depending on the date on which the undertaking was set up or the economic operator started trading, as far as the information on these turnovers is available.
III.2.3)Technical capacity
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
535/12/2012.
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
20.3.2013 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders
Date: 20.3.2013 – 12:00

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
VI.3)Additional information
The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement, and the contract will be awarded on the basis of the most economically advantageous tender.
For more information about this opportunity, please visit the Delta E-Sourcing portal at: https://wwIf you experience any technical difficulties from accessing the above url, then please contact the Delta eSourcing Helpdesk on call +44 8452707050 or email helpdesk@delta-esourcing.com.w.delta-esourcing.com/tenders

For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-System-quality-assurance-assessment-and-review-services./TJMUWGUZD9

To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/TJMUWGUZD9

GO Reference: GO-2013125-PRO-4541713.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Department of Energy and Climate Change
3 Whitehall Place
SW1A 2AW London
UNITED KINGDOM

VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:25.1.2013

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