Energy Efficiency Surveys Carbon Trust Wales
Framework for Consultancy Services Associated with the provision of Energy Efficiency Surveys (and Related Services) for the Carbon Trust – Wales.
UK-Cardiff: business and management consultancy and related services
2012/S 211-347871
Contract notice
Services
Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
The Carbon Trust
Tredomen Gateway, Tredomen Park, Ystrad Mynach
For the attention of: Please include “Provision of Consultancy Services Associated with Energy Efficiency Surveys to Carbon Trust Wales” in the subject field of all emails
CF82 7EH Cardiff
UNITED KINGDOM
E-mail: CTWconsultancyframework.ojeu@carbontrust.co.uk
Internet address(es):
General address of the contracting authority: http://www.carbontrust.co.uk
Address of the buyer profile: http://www.carbontrust.com/client-services/wales
Electronic access to information: http://www.carbontrust.com/about-us/work-with-us
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
Body governed by public law
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:
Framework for Consultancy Services Associated with the provision of Energy Efficiency Surveys (and Related Services) for the Carbon Trust – Wales.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 11: Management consulting services [6] and related services
Main site or location of works, place of delivery or of performance: Throughout Wales.
NUTS code UKL
Service category No 11: Management consulting services [6] and related services
Main site or location of works, place of delivery or of performance: Throughout Wales.
NUTS code UKL
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement
Framework agreement with several operators
maximum number of participants to the framework agreement envisaged: 60
maximum number of participants to the framework agreement envisaged: 60
II.1.5)Short description of the contract or purchase(s)
The Carbon Trust Wales is seeking expressions of interest for the provision of a range of consultancy and related services to support energy efficiency surveys and other low carbon technology initiatives to businesses, public and third sectors within Wales.
The Carbon Trust was set up by Government in 2001 and is a world-leading organisation helping businesses, governments and the public sector to accelerate the move to a low carbon sustainable economy through carbon reduction, energy-saving strategies and commercialising low carbon technologies. By stimulating low carbon action we contribute to green goals, including the lowering of carbon emissions, the development of low carbon businesses, increased energy security and job creation.
Through its delivery programme in Wales, the Carbon Trust is seeking suitably qualified consultants/consultancies to deliver its energy reduction strategy with businesses, public and third sectors.
The Carbon Trust Wales delivers a variety of products and services including strategic/technical surveys and implementation support and is calling for expressions of interest from suitably qualified services providers that have capabilities within the areas detailed below.
Initial Opportunities Assessment.
Providing tailored expert energy and carbon saving advice. This includes identifying and quantifying opportunities in terms of £, kWhours and TCO2. The main deliverable is a survey report including prioritised implementation plan with quantified savings and estimated implementation costs. This product may include a Carbon Footprint module or an Energy Management Assessment if specified in the scope.
One Day Carbon Survey.
A ‘walk around’ survey designed for the smaller energy user. A simple costed carbon reduction action plan is the deliverable.
Multi-Site Assessment.
For organisations which have 5 or more sites. ‘Walk-through’ site assessments to identify opportunities for energy efficiency at a number of selected sites. The aim is to disseminate learnings to all sites within the group.
Technology Modules.
Designed to provide in depth technology specific advice. Scoping of the module is an essential feature of this product and on-site monitoring may be required as part of the deliverable. Technology modules currently available are:
— Combined Heat & Power,
— Heating Ventilation and Air Conditioning,
— Industrial Heating,
— Refrigeration,
— Lighting,
— Compressed Air,
— MM&T.
Implementation Advice.
Intended to take significant energy saving ideas identified in Opportunity Assessments and develop them further.
Detailed Survey.
Scoped by a CTW account manager product is applicable to develop energy saving opportunities from identification through specification and ultimately implementation.
Design Advice.
Normally there are two types of face-to-face consultancy supported:
1. Design Review – single intervention, typically at detailed design stage;
2. Phased Advice – multi-stage intervention for each phase of the design process (RIBA A-D) and may offer “light touch” support at commissioning/handover.
Post Survey Briefing.
Presentation of draft report/implementation plan. Normally takes the form of a meeting to prioritise recommendations, ensure they are realistic and plan next steps/further investigation.
Staff Awareness Training.
Usually follows an Opportunities Assessment, this product is designed to provide a “train the trainer” support and usually takes place on site.
Telephone Advice:
Specifically for a client that needs very little help in their carbon reduction plan.
Carbon Management (CM) / Carbon Management Energy Efficiency (CMEE).
Designed for large organisations (private and public) who wish to manage and reduce their carbon emissions. CM is a five-step programme that works with staff across all areas of an organisation and, importantly, requires senior management involvement and support. CMEE products can be technology specific or strategic with projects generally concentrating on a specific area to deliver large scale carbon savings.
Some of the carbon surveys will be delivered via a fixed price framework, others will be delivered via your market rate. There will be full details of the applicable structures provided in the ITT.
Consultant’s Service Expectations.
Consultants have a pivotal role within the Carbon Trust. They work at the sharp end of the service delivery and with their customer facing perspective, greatly influence the uptake of energy saving measures. It is essential that consultants working on behalf of the Carbon Trust use their knowledge and expertise to provide independent, authorative, site specific advice to customers whilst complying with the overall objective of enhancing the image, awareness and effectiveness of the programme.
The Carbon Trust expects that consultants who work for the programme to:
— Act independently, impartially and in a professional manner at all times,
— Actively seek customer commitment to implementing energy efficiency measures,
— Maintain their knowledge of energy efficiency best practice,
— Market the products and services of the Carbon Trust in Wales where appropriate,
— Be familiar with the Carbon Trust in Wales products and services and undertake surveys according to current guidelines,
— Follow administration procedures as informed,
— Complete all work in a timely manner and to high quality standards,
— Promote good environmental practice; and,
— Ensure that the Carbon Trust Consultant Code of Conduct is followed at all times.
To express their interest, service providers must download a Pre-Qualification Questionnaire (PQQ) from the contract opportunities section of the Carbon Trust website or the Carbon Trust Wales website and submit a fully completed PQQ to the contact email address given in section I.1 above by the date and time detailed in the PQQ.
The Invitation to Tender will provide fully detailed information on the Carbon Trust and the requirements envisaged by the framework.
The Carbon Trust was set up by Government in 2001 and is a world-leading organisation helping businesses, governments and the public sector to accelerate the move to a low carbon sustainable economy through carbon reduction, energy-saving strategies and commercialising low carbon technologies. By stimulating low carbon action we contribute to green goals, including the lowering of carbon emissions, the development of low carbon businesses, increased energy security and job creation.
Through its delivery programme in Wales, the Carbon Trust is seeking suitably qualified consultants/consultancies to deliver its energy reduction strategy with businesses, public and third sectors.
The Carbon Trust Wales delivers a variety of products and services including strategic/technical surveys and implementation support and is calling for expressions of interest from suitably qualified services providers that have capabilities within the areas detailed below.
Initial Opportunities Assessment.
Providing tailored expert energy and carbon saving advice. This includes identifying and quantifying opportunities in terms of £, kWhours and TCO2. The main deliverable is a survey report including prioritised implementation plan with quantified savings and estimated implementation costs. This product may include a Carbon Footprint module or an Energy Management Assessment if specified in the scope.
One Day Carbon Survey.
A ‘walk around’ survey designed for the smaller energy user. A simple costed carbon reduction action plan is the deliverable.
Multi-Site Assessment.
For organisations which have 5 or more sites. ‘Walk-through’ site assessments to identify opportunities for energy efficiency at a number of selected sites. The aim is to disseminate learnings to all sites within the group.
Technology Modules.
Designed to provide in depth technology specific advice. Scoping of the module is an essential feature of this product and on-site monitoring may be required as part of the deliverable. Technology modules currently available are:
— Combined Heat & Power,
— Heating Ventilation and Air Conditioning,
— Industrial Heating,
— Refrigeration,
— Lighting,
— Compressed Air,
— MM&T.
Implementation Advice.
Intended to take significant energy saving ideas identified in Opportunity Assessments and develop them further.
Detailed Survey.
Scoped by a CTW account manager product is applicable to develop energy saving opportunities from identification through specification and ultimately implementation.
Design Advice.
Normally there are two types of face-to-face consultancy supported:
1. Design Review – single intervention, typically at detailed design stage;
2. Phased Advice – multi-stage intervention for each phase of the design process (RIBA A-D) and may offer “light touch” support at commissioning/handover.
Post Survey Briefing.
Presentation of draft report/implementation plan. Normally takes the form of a meeting to prioritise recommendations, ensure they are realistic and plan next steps/further investigation.
Staff Awareness Training.
Usually follows an Opportunities Assessment, this product is designed to provide a “train the trainer” support and usually takes place on site.
Telephone Advice:
Specifically for a client that needs very little help in their carbon reduction plan.
Carbon Management (CM) / Carbon Management Energy Efficiency (CMEE).
Designed for large organisations (private and public) who wish to manage and reduce their carbon emissions. CM is a five-step programme that works with staff across all areas of an organisation and, importantly, requires senior management involvement and support. CMEE products can be technology specific or strategic with projects generally concentrating on a specific area to deliver large scale carbon savings.
Some of the carbon surveys will be delivered via a fixed price framework, others will be delivered via your market rate. There will be full details of the applicable structures provided in the ITT.
Consultant’s Service Expectations.
Consultants have a pivotal role within the Carbon Trust. They work at the sharp end of the service delivery and with their customer facing perspective, greatly influence the uptake of energy saving measures. It is essential that consultants working on behalf of the Carbon Trust use their knowledge and expertise to provide independent, authorative, site specific advice to customers whilst complying with the overall objective of enhancing the image, awareness and effectiveness of the programme.
The Carbon Trust expects that consultants who work for the programme to:
— Act independently, impartially and in a professional manner at all times,
— Actively seek customer commitment to implementing energy efficiency measures,
— Maintain their knowledge of energy efficiency best practice,
— Market the products and services of the Carbon Trust in Wales where appropriate,
— Be familiar with the Carbon Trust in Wales products and services and undertake surveys according to current guidelines,
— Follow administration procedures as informed,
— Complete all work in a timely manner and to high quality standards,
— Promote good environmental practice; and,
— Ensure that the Carbon Trust Consultant Code of Conduct is followed at all times.
To express their interest, service providers must download a Pre-Qualification Questionnaire (PQQ) from the contract opportunities section of the Carbon Trust website or the Carbon Trust Wales website and submit a fully completed PQQ to the contact email address given in section I.1 above by the date and time detailed in the PQQ.
The Invitation to Tender will provide fully detailed information on the Carbon Trust and the requirements envisaged by the framework.
II.1.6)Common procurement vocabulary (CPV)
79400000, 79411000, 75112000, 79410000, 72221000, 79900000, 71313000, 71314000, 71314300, 71315210, 71318000, 90713000
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: no
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:
It is envisaged that the contract will be awarded for an initial period of Two (2) years, subject to annual break points. The Carbon Trust reserves the right to extend the contract for one period of up to 24 months or two periods of up to 12 months each (and with an additional break point at the end of the third year if the former extension option is taken up).
The Carbon Trust reserves the right not to award a contract or to award part of a contract only.
Estimated value excluding VAT:
Range: between 3 000 000,00 and 3 500 000,00 GBP
The Carbon Trust reserves the right not to award a contract or to award part of a contract only.
Estimated value excluding VAT:
Range: between 3 000 000,00 and 3 500 000,00 GBP
II.2.2)Information about options
Options: yes
Description of these options: Option to extend the contract for two periods of up to 12 months each or one period of up to 24 months.
Provisional timetable for recourse to these options:
in months: 18 (from the award of the contract)
Description of these options: Option to extend the contract for two periods of up to 12 months each or one period of up to 24 months.
Provisional timetable for recourse to these options:
in months: 18 (from the award of the contract)
II.2.3)Information about renewals
This contract is subject to renewal: yes
II.3)Duration of the contract or time limit for completion
Duration in months: 48 (from the award of the contract)
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
May be offered and/or required.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Further details will be set out in the contractual documentation.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
If the service provider is a consortium, the members of the consortium must select from amongst themselves a lead contractor acceptable to the Carbon Trust.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The individuals or teams proposed by the service provider to deliver the services must not be changed without the written consent of the Carbon Trust.
A service provider that has been convicted of the following offences will not be eligible to participate:
— Conspiracy (where that conspiracy relates to participation in a criminal organisation),
— corruption,
— bribery,
— fraud,
— money laundering.
We are also likely to exclude service providers and/or individuals from participation on the following grounds:
— if they are insolvent or have any insolvency proceedings commenced against them,
— if they are convicted of a criminal offence relating to the conduct of their business or profession,
— if they have committed an act of grave misconduct in the course of their business or profession,
— if they have not fulfilled obligations relating to the payment of social security contributions,
— if they have not fulfilled obligations relating to the payment of taxes,
— if they are guilty of serious misrepresentation in providing any information required by the Carbon Trust.
Description of particular conditions: The individuals or teams proposed by the service provider to deliver the services must not be changed without the written consent of the Carbon Trust.
A service provider that has been convicted of the following offences will not be eligible to participate:
— Conspiracy (where that conspiracy relates to participation in a criminal organisation),
— corruption,
— bribery,
— fraud,
— money laundering.
We are also likely to exclude service providers and/or individuals from participation on the following grounds:
— if they are insolvent or have any insolvency proceedings commenced against them,
— if they are convicted of a criminal offence relating to the conduct of their business or profession,
— if they have committed an act of grave misconduct in the course of their business or profession,
— if they have not fulfilled obligations relating to the payment of social security contributions,
— if they have not fulfilled obligations relating to the payment of taxes,
— if they are guilty of serious misrepresentation in providing any information required by the Carbon Trust.
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 service provider is required to fully complete a pre-qualification questionnaire (PQQ) which must first be downloaded by themselves from the contract opportunities section of either the Carbon Trust website or the Carbon Trust Wales website and submit same to the contact email address given in section I.1 above by the deadline stated in section IV.3.4 of this Contract Notice (which is also detailed in the PQQ).
All corporate information required must be detailed in full in the PQQ.Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
All corporate information required must be detailed in full in the PQQ.Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: The service provider is required to fully complete a pre-qualification questionnaire (PQQ) which must first be downloaded by themselves from the contract opportunities section of either the Carbon Trust website or the Carbon Trust Wales website and submit same to the contact email address given in section I.1 above by the deadline stated in section IV.3.4 of this Contract Notice (which is also detailed in the PQQ).
All economic and financial ability information required must be detailed in full in the PQQ.Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
Minimum level(s) of standards possibly required: Evidence that the service provider is in a satisfactory financial position to deliver the required services.
All economic and financial ability information required must be detailed in full in the PQQ.Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
Minimum level(s) of standards possibly required: Evidence that the service provider is in a satisfactory financial position to deliver the required services.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
The service provider is required to fully complete a pre-qualification questionnaire (PQQ) which must first be downloaded by themselves from the contract opportunities section of either the Carbon Trust website or the Carbon Trust Wales website and submit same to the contact email address given in section I.1 above by the deadline stated in section IV.3.4 of this Contract Notice (which is also detailed in the PQQ).
All technical capability information required must be detailed in full in the PQQ. Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
Minimum level(s) of standards possibly required:
The service provider should demonstrate that it has either delivered services very similar to the service requirement, or demonstrate a sufficient aptitude to deliver the same.
The service provider is required to fully complete a pre-qualification questionnaire (PQQ) which must first be downloaded by themselves from the contract opportunities section of either the Carbon Trust website or the Carbon Trust Wales website and submit same to the contact email address given in section I.1 above by the deadline stated in section IV.3.4 of this Contract Notice (which is also detailed in the PQQ).
All technical capability information required must be detailed in full in the PQQ. Partial completion of the details pertaining to this section may disqualify the services provider from participating further in the procurement.
Minimum level(s) of standards possibly required:
The service provider should demonstrate that it has either delivered services very similar to the service requirement, or demonstrate a sufficient aptitude to deliver the same.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service
Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes
Section IV: Procedure
IV.1)Type of procedure
IV.1.1)Type of procedure
Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 40: and maximum number 60
Objective criteria for choosing the limited number of candidates: The basis for selection of suppliers to be invited to tender will be as set out in the Pre-Qualification Questionnaire (PQQ).
Objective criteria for choosing the limited number of candidates: The basis for selection of suppliers to be invited to tender will be as set out in the Pre-Qualification Questionnaire (PQQ).
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:
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
3.12.2012 – 23:59
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 tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: yes
Estimated timing for further notices to be published: 6 months prior to contract expiration
Estimated timing for further notices to be published: 6 months prior to contract expiration
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
Requests to participate in the pre-qualification for the contract associated with this procurement must be made through the completion of a Carbon Trust Wales Pre-Qualification Questionnaire (PQQ) which must be submitted in electronic format only to the contact point e-mail address detailed in section I.1 above. Service providers who wish to express an interest must first obtain the PQQ themselves by downloading the appropriate PQQ document from either the Contract Opportunities section of the Carbon Trust website or from the Client Services page of the Carbon Trust Wales website.
The PQQ document will be available to be downloaded from the aforementioned websites from midday on Friday 2nd November, or smae time of the date of publication of this contract notice, whichever is the later of the 2 dates.
A bidders briefing will also be held for interested parties on Tuesday 6th November 2012 at the Carbon Trust Wales Tredomen Gateway offices, Service providers who wish to take part in the bidders briefing must first register for the event by applying to the dedicated CTWconsultancyframework.ojeu@carbontrust.co.uk mailbox stating”Bidders Briefing for Provision of Consultancy Services Associated with Energy Efficiency Surveys to Carbon Trust Wales” in the subject field and further details of the briefing session will be provided at that point.
The PQQ document will be available to be downloaded from the aforementioned websites from midday on Friday 2nd November, or smae time of the date of publication of this contract notice, whichever is the later of the 2 dates.
A bidders briefing will also be held for interested parties on Tuesday 6th November 2012 at the Carbon Trust Wales Tredomen Gateway offices, Service providers who wish to take part in the bidders briefing must first register for the event by applying to the dedicated CTWconsultancyframework.ojeu@carbontrust.co.uk mailbox stating”Bidders Briefing for Provision of Consultancy Services Associated with Energy Efficiency Surveys to Carbon Trust Wales” in the subject field and further details of the briefing session will be provided at that point.
The Carbon Trust reserves the right not to award a contract or to award part of a contract only.
Values given for expenditure, numbers of suppliers to be invited to tender, and number of framework participants are indicative only.
The terms “include”, “includes”, “including” and the like in this contract notice shall be construed as if they were followed by the words “but is not limited to”.
The Carbon Trust reserves the right not to award framework contracts, or call-off contracts under any framework contracts.
The costs of participating in the procurement process are the responsibility of bidders.
You are further advised that the entire Carbon Trust and all of its Group companies and subsidiaries may benefit from any contract(s) that arise from this procurement and the frameworks let under it. This currently includes, but may not be limited to in future group restructuring:
Carbon Trust.
Carbon Trust Enterprises Limited;
Carbon Trust Footprinting Certification Company Limited;
Carbon Trust Footprinting Company Limited;
Carbon Trust Standard Company Limited;
Low Carbon Workplace Limited; and,
Additional companies within the Carbon Trust Group, as may be notified by the Carbon Trust from time to time.
Further, you are advised that you may be required to contract directly with the relevant Group company as notified to you. All contract duties, liabilities and obligations will consequently be between you and the Carbon Trust or the relevant Group company”.
For further details about the Carbon Trust please see our website: http://www.carbontrust.co.uk and for the Carbon Trust Wales see http://www.carbontrust.com/client-services/wales.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
The High Court
Royal Courts of Justice The Strand
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 2079476000
Internet address: www.hmcourts-service.co.uk
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: The Carbon Trust will incorporate a standstill period at the point information on the award of the contract(s) is communicated to tenderers. That notification will provide full information on the award decision. The standstill period, which will be for a minimum of 10 calendar days, provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into.
The Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
The Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:30.10.2012