Energy Management Services Tender
Strategic sustainability transformation. UK-London: energy and related services
2012/S 37-060068
Contract notice
Services
Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
St George’s Healthcare NHS Trust
Capital, Estates and Facilities c/o Guy’s & St Thomas’ NHS Foundation Trust, 1st floor, Counting House
For the attention of: Mr Jason Stanton
SE1 9RT London
UNITED KINGDOM
Telephone: +44 2071888122
E-mail: jason.stanton@gstt.nhs.uk
Internet address(es):
Address of the buyer profile: http://kingshealthpartners.g2b.info
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
General public services
Health
Health
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:
Strategic sustainability transformation.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 12: Architectural services; engineering services and integrated engineering services; urban planning and landscape engineering services; related scientific and technical consulting services; technical testing and analysis services
NUTS code UK
Service category No 12: Architectural services; engineering services and integrated engineering services; urban planning and landscape engineering services; related scientific and technical consulting services; technical testing and analysis services
NUTS code UK
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)
Energy and related services. Energy-management services. Energy and related services. Energy management services.
St George’s Healthcare NHS Trust is seeking to enter into a contract for energy management services.
Bidders must be capable of delivering guaranteed energy savings on a per kilowatt hour consumption basis for the duration of the contract, through either, designing, building, maintaining, funding, owning, managing and guaranteeing the services through a service based contract, delivered directly or through a third party, either as a sub-contractor, consortium, or a partnering arrangement.
Bidders will need a proven track record of delivering energy and or carbon emissions and consumption savings, through managing and optimising energy consumption and resources.
Bidders will need to have access to a variety of on or off balance sheet funding options where self-funding may be limited by the Trust. Further in-depth detail will be available at the ‘Invitation to Tender’ stage as part of the tender document.
Independent third parties may be required to undertake monitoring, verification, strategy and long term review of the guarantees offered to the Trust.
The Trust intend to procure the provision of the energy management services as follows:
Phase 1.
Following evaluation of PQQ submissions, a maximum of 5 bidders to be invited to tender (ITT) to provide a minimum guarantee on energy consumption on a per kilowatt hour basis and demonstrate how best to achieve the guarantee through a service based delivery model. Innovations from across the globe are expected.
Following evaluations and clarifications at ITT stage, the successful bidder will be awarded a contract which will include obligations to undertake a detailed investment grade audit/proposal to deliver the proposed energy saving guarantee on a per kilowatt basis within a four to six month timescale.
Phase 2.
Following the successful completion of the investment grade audit/proposal to deliver the proposed energy saving guarantee the contract shall continue in accordance with the agreed service based delivery model(s) for their proposed duration. However, if the successful bidder has failed to complete the investment grade audit/proposal to deliver the proposed energy saving guarantee and/or failed to deliver the minimum guarantee required as part of Phase 1, the Trust reserves the right to terminate the contract without any liability at this initial stage.
St George’s Healthcare NHS Trust is seeking to enter into a contract for energy management services.
Bidders must be capable of delivering guaranteed energy savings on a per kilowatt hour consumption basis for the duration of the contract, through either, designing, building, maintaining, funding, owning, managing and guaranteeing the services through a service based contract, delivered directly or through a third party, either as a sub-contractor, consortium, or a partnering arrangement.
Bidders will need a proven track record of delivering energy and or carbon emissions and consumption savings, through managing and optimising energy consumption and resources.
Bidders will need to have access to a variety of on or off balance sheet funding options where self-funding may be limited by the Trust. Further in-depth detail will be available at the ‘Invitation to Tender’ stage as part of the tender document.
Independent third parties may be required to undertake monitoring, verification, strategy and long term review of the guarantees offered to the Trust.
The Trust intend to procure the provision of the energy management services as follows:
Phase 1.
Following evaluation of PQQ submissions, a maximum of 5 bidders to be invited to tender (ITT) to provide a minimum guarantee on energy consumption on a per kilowatt hour basis and demonstrate how best to achieve the guarantee through a service based delivery model. Innovations from across the globe are expected.
Following evaluations and clarifications at ITT stage, the successful bidder will be awarded a contract which will include obligations to undertake a detailed investment grade audit/proposal to deliver the proposed energy saving guarantee on a per kilowatt basis within a four to six month timescale.
Phase 2.
Following the successful completion of the investment grade audit/proposal to deliver the proposed energy saving guarantee the contract shall continue in accordance with the agreed service based delivery model(s) for their proposed duration. However, if the successful bidder has failed to complete the investment grade audit/proposal to deliver the proposed energy saving guarantee and/or failed to deliver the minimum guarantee required as part of Phase 1, the Trust reserves the right to terminate the contract without any liability at this initial stage.
II.1.6)Common procurement vocabulary (CPV)
71314000, 71314200
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:
Estimated value excluding VAT:
Range: between 1 000 000 and 20 000 000 GBP
Range: between 1 000 000 and 20 000 000 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
Duration in months: 240 (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:
Please refer to the criteria in either tender prospectus or specification.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Please refer to the criteria in either tender prospectus or specification.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Joint and several.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
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: Please refer to the criteria in either tender prospectus or specification.
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.
Please refer to the criteria in either tender prospectus or specification.
Minimum level(s) of standards possibly required: Please refer to the criteria in either tender prospectus or specification.
(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.
Please refer to the criteria in either tender prospectus or specification.
Minimum level(s) of standards possibly required: Please refer to the criteria in either tender prospectus or specification.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
(a) a list of the works carried out over the past 5 years, accompanied by certificates of satisfactory execution for the most important works. These certificates shall indicate the value, date and site of the works and shall specify whether they were carried out according to the rules of the trade and properly completed. Where appropriate, the competent authority shall submit these certificates to the contracting authority direct;
(b) a list of the principal deliveries effected or the main services provided in the past 3 years, with the sums, dates and recipients, whether public or private, involved. Evidence of delivery and services provided shall be given:
— where the recipient was a contracting authority, in the form of certificates issued or countersigned by the competent authority,
— where the recipient was a private purchaser, by the purchaser’s certification or, failing this, simply by a declaration by the economic operator.
(c) an indication of the technicians or technical bodies involved, whether or not belonging directly to the economic operator’s undertaking, especially those responsible for quality control and, in the case of public works contracts, those upon whom the contractor can call in order to carry out the work;
(d) A description of the technical facilities and measures used by the supplier or service provider for ensuring quality and the undertaking’s study and research facilities;
(e) Where the products or services to be supplied are complex or, exceptionally, are required for a special purpose, a check carried out by the contracting authorities or on their behalf by a competent official body of the country in which the supplier or service provider is established, subject to that body’s agreement, on the production capacities of the supplier or the technical capacity of the service provider and, if necessary, on the means of study and research which are available to it and the quality control measures it will operate;
(f) The educational and professional qualifications of the service provider or contractor and/or those of the undertaking’s managerial staff and, in particular, those of the person or persons responsible for providing the services or managing the work;
(g) For public works contracts and public services contracts, and only in appropriate cases, an indication of the environmental management measures that the economic operator will be able to apply when performing the contract;
(h) A statement of the average annual manpower of the service provider or contractor and the number of managerial staff for the last 3 years;
(i) A statement of the tools, plant or technical equipment available to the service provider or contractor for carrying out the contract;
(j) An indication of the proportion of the contract which the services provider intends possibly to subcontract;
(k) With regard to the products to be supplied:
(i) samples, descriptions and/or photographs, the authenticity of which must be certified if the contracting authority so requests;
(ii) certificates drawn up by official quality control institutes or agencies of recognised competence attesting the conformity of products clearly identified by references to specifications or standards.
Please refer to the criteria in either tender prospectus or specification.
Minimum level(s) of standards possibly required:
Please refer to the criteria in either tender prospectus or specification.
(a) a list of the works carried out over the past 5 years, accompanied by certificates of satisfactory execution for the most important works. These certificates shall indicate the value, date and site of the works and shall specify whether they were carried out according to the rules of the trade and properly completed. Where appropriate, the competent authority shall submit these certificates to the contracting authority direct;
(b) a list of the principal deliveries effected or the main services provided in the past 3 years, with the sums, dates and recipients, whether public or private, involved. Evidence of delivery and services provided shall be given:
— where the recipient was a contracting authority, in the form of certificates issued or countersigned by the competent authority,
— where the recipient was a private purchaser, by the purchaser’s certification or, failing this, simply by a declaration by the economic operator.
(c) an indication of the technicians or technical bodies involved, whether or not belonging directly to the economic operator’s undertaking, especially those responsible for quality control and, in the case of public works contracts, those upon whom the contractor can call in order to carry out the work;
(d) A description of the technical facilities and measures used by the supplier or service provider for ensuring quality and the undertaking’s study and research facilities;
(e) Where the products or services to be supplied are complex or, exceptionally, are required for a special purpose, a check carried out by the contracting authorities or on their behalf by a competent official body of the country in which the supplier or service provider is established, subject to that body’s agreement, on the production capacities of the supplier or the technical capacity of the service provider and, if necessary, on the means of study and research which are available to it and the quality control measures it will operate;
(f) The educational and professional qualifications of the service provider or contractor and/or those of the undertaking’s managerial staff and, in particular, those of the person or persons responsible for providing the services or managing the work;
(g) For public works contracts and public services contracts, and only in appropriate cases, an indication of the environmental management measures that the economic operator will be able to apply when performing the contract;
(h) A statement of the average annual manpower of the service provider or contractor and the number of managerial staff for the last 3 years;
(i) A statement of the tools, plant or technical equipment available to the service provider or contractor for carrying out the contract;
(j) An indication of the proportion of the contract which the services provider intends possibly to subcontract;
(k) With regard to the products to be supplied:
(i) samples, descriptions and/or photographs, the authenticity of which must be certified if the contracting authority so requests;
(ii) certificates drawn up by official quality control institutes or agencies of recognised competence attesting the conformity of products clearly identified by references to specifications or standards.
Please refer to the criteria in either tender prospectus or specification.
Minimum level(s) of standards possibly required:
Please refer to the criteria in either tender prospectus or specification.
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: no
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 1: and maximum number 5
Objective criteria for choosing the limited number of candidates: Please refer to the criteria in either tender prospectus or specification.
Objective criteria for choosing the limited number of candidates: Please refer to the criteria in either tender prospectus or specification.
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:
L0021
IV.3.2)Previous publication(s) concerning the same contract
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
21.3.2012 – 17:00
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 tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: no
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
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. 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.
Suppliers must read through this set of instructions and follow the process to respond to this opportunity. The information and/or documents for this opportunity are available on https://www.delta-esourcing.com/delta. You must register on this site to respond, if you are already registered you will not need to register again, simply use your existing username and password. Please note there is a password reminder link on the homepage. Suppliers must log in, go to your response manager and add the following access code: 645JB5V7YK.
Suppliers must read through this set of instructions and follow the process to respond to this opportunity. The information and/or documents for this opportunity are available on https://www.delta-esourcing.com/delta. You must register on this site to respond, if you are already registered you will not need to register again, simply use your existing username and password. Please note there is a password reminder link on the homepage. Suppliers must log in, go to your response manager and add the following access code: 645JB5V7YK.
Please ensure you follow any instruction provided to you here. The deadline for submitting your response(s) is 21.3.2012 (17:00). Please ensure that you allow yourself plenty of time when responding to this invite prior to the closing date and time, especially if you have been asked to upload documents. GO reference: GO-2012220-PRO-3727993.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
King’s Health Partners
Capital, Estates and Facilities c/o Guy’s & St Thomas’ NHS Foundation Trust, 1st floor Counting House
SE1 9RT London
UNITED KINGDOM
E-mail: jason.stanton@gstt.nhs.uk
Telephone: +44 2071888122
Body responsible for mediation procedures
King’s Health Partners
Capital, Estates and Facilities c/o Guy’s & St Thomas’ NHS Foundation Trust, 1st floor Counting House
SE1 9RT London
UNITED KINGDOM
E-mail: jason.stanton@gstt.nhs.uk
Telephone: +44 2071888122
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
King’s Health Partners
Capital, Estates and Facilities c/o Guy’s & St Thomas’ NHS Foundation Trust, 1st floor Counting House
SE1 9RT London
UNITED KINGDOM
E-mail: jason.stanton@gstt.nhs.uk
Telephone: +44 2071888122
VI.5)Date of dispatch of this notice:20.2.2012