Energy Saving Improvements Bath and North East Somerset

Energy Saving Improvements Bath and North East Somerset

The B&NES Energy@Home Partnership aims to appoint a Retrofit Delivery Provider to finance and deliver energy saving improvements to private sector homes and non-domestic properties in the Bath and North East Somerset area.

United Kingdom-Bath: Energy and related services

2014/S 123-219546

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Bath and North East Somerset Council
Resources & Support Services, Lewis House, Manvers Street
For the attention of: Ms Marion Britton
BA1 1JG Bath
Telephone: +44 1225477068 / 7530263295

Internet address(es):

General address of the contracting authority:

Address of the buyer profile:

I.2)Type of the contracting authority

Regional or local authority

I.3)Main activity

General public services
Housing and community amenities

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Section II: Object of the contract


II.1.1)Title attributed to the contract by the contracting authority:

B&NES Energy@Home Retrofit Delivery.

II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 14: Building-cleaning services and property management services
Main site or location of works, place of delivery or of performance: The primary customer of this contract is Bath & North East Somerset Council. Curo and Bath & West Community Energy have indicated that they may wish to use this contract. This contract may also be used by any local authority in the South West region of England as listed below:
Borough of Poole Council
Bournemouth Borough Council
Bristol City Council
Cheltenham Borough Council
Christchurch Borough Council
Cornwall Council
Cotswold District Council
Council of the Isles of Scilly
Devon County Council
Dorset County Council
East Devon District Council
East Dorset District Council
Exeter City Council
Forest of Dean District Council
Gloucester City Council
Gloucestershire County Council
Mendip District Council
Mid Devon District Council
North Devon District Council
North Dorset District Council
North Somerset Council
Plymouth City Council
Purbeck District Council
Sedgemoor District Council
Somerset County Council
South Gloucestershire Council
South Hams District Council
South Somerset District Council
Stroud District Council
Swindon Borough Council
Taunton Deane Borough Council
Teignbridge District Council
Tewkesbury Borough Council
Torbay Council
Torridge District Council
West Devon Borough Council
West Dorset District Council
West Somerset Council
Weymouth & Portland Borough Council
Wiltshire Council
Avon & Somerset Constabulary
Avon Fire & Rescue Service
University of Bristol
University of the West of England
University of Bath

NHS trusts in the Bristol area, a list of which can be found at Bristol & Weston NHS Purchasing Consortium


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)

The B&NES Energy@Home Partnership aims to appoint a Retrofit Delivery Provider to finance and deliver energy saving improvements to private sector homes and non-domestic properties in the Bath and North East Somerset area.

The successful organisation will provide finance, such as Green Deal loans or Energy Company Obligation grant, to householders and businesses. It will also project manage and deliver the installation of works. Some householders and businesses may only require the project management and delivery of works where they have access to other forms of finance.

The Energy@Home Partnership commissioned a scoping study in 2012 which identified a potential domestic retrofit market of GBP 10-20 million per year over and above current activity in Bath and North East Somerset. The Partnership aims to stimulate retrofit demand in the area and achieve significant uptake by householders through innovative marketing. The Council has committed GBP 350 000 revenue funding over two years to support the scheme. It has also been successful in securing over GBP 900 000 of Green Deal Communities funding which will help incentivise retrofit through capital top up grants.

The Partnership aims to reduce carbon emissions, address fuel poverty, improve health & well-being and strengthen the local economy. The appointed Retrofit Delivery Provider will be expected to work towards these outcomes. This includes managing a supply chain that maximises opportunities for local businesses, in line with the Council’s ‘Think Local’ procurement strategy.
The Partnership aims to be self-financing by April 2016 mainly through a fee paid by the Retrofit Delivery Provider. The Partnership will supportEnergy@Home in a number of ways, including promotion and marketing through the Energy@Home Advice Service and community based marketing delivered by B&NES Council. The Partnership also has access to a wide range of frontline services where the scheme can be promoted. These campaigns will be based on market research and intelligence on the local housing stock and population, developed and maintained by the Council. The appointed Provider will also benefit from the B&NES Energy@Home and B&NES Council logo and branding.

Tenders are welcome from single organisations or consortia. The relevant Green Deal accreditation and Financial Conduct Authority authorisation will be necessary.

II.1.6)Common procurement vocabulary (CPV)


II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes


This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: yes
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

It is estimated that the potential total contract annual value of this contract for Bath & North East Somerset could be between GBP 4,8 m – GBP 78,4 m (based on scenarios set out in section 7 of the PQQ).
The contract could also be used by Curo, Bath & West Community Enterprise and any local authority and other public bodies in the South West (as listed in II.2.1)
No business whatsoever is guaranteed under any resulting Contract; indeed there is no guarantee that any contract will be put in place in relation to this notice. No compensation will be paid if a tender is withdrawn for any reason. Bidders should take part in this process only on the basis that they fully understand and accept this position and are aware that bidding costs are at the bidders own risk.
Estimated value excluding VAT:
Range: between 4 800 000 and 78 400 000 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: 87 (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:

The Authority will require deposits, parent company guarantees or other forms of appropriate security. Further details are set out in the tender documents.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Payment and the payment terms and conditions will be set out in the contract.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

The Authority will consider bids from companies or from consortia/joint ventures. However legal entities must be formed prior to award and full details of the proposed contracting structures, including nominated lead organisation for all matters relating to the contract, must be provided at PQQ stage. All members will be required to be jointly and severally liable in respect to the obligations and liabilities relating to the Contract.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: Details to be provided in the tender documentation.
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: Any supplier may be disqualified who:
(a) is bankrupt or is being wound up, where his affairs are being administered by the court, where he has entered into an arrangement with creditors, where he has suspended business activities or is in any analogous situation arising from a similar procedure under national laws and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an order compulsory winding up the administration by the court or of an arrangement with creditors or of any other similar proceedings under national laws and regulations;
(h) has been the subject of a conviction for participation in a criminal organization, as defined in Article 2(1) of Council Joint Action 98/733/JHA;
(i) has been the subject of a conviction for corruption, as defined in Article 3 of the Council Act of 26 May 1972 and Article 3(1) of Council Joint Action 98/742/JHA3 respectively;
(j) has been the subject of a conviction for fraud within the meaning of Article 1 of the Convention relating to the protection of the financial interests of the European Communities;
(k) has been the subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC of 10 June 1991 on prevention of the use of the financial system for the purpose of money laundering.
Information and formalities necessary for evaluating if requirements are met:
In accordance with Articles 45 to 50 of Directive 2004/18/EC and Regulation 23 to 26 of the Public Contracts Regulations 2006 and as set out more fully in the pre-qualification questionnaire.

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 three 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 of these turnovers is available.
Information and formalities necessary for evaluating if requirements are met:
In accordance with Article 47 of Directive 2004/18/EC and Regulation 24 of the Public Contracts Regulations 2006 and as set out more fully in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: Applicants should be able to demonstrate financial stability and an acceptable level of risk and as set out more fully in the pre-qualification questionnaire.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Information and formalities necessary for evaluating if requirements are met:
In accordance with Articles 48 to 50 of Directive 2004/18/EC and Regulation 25 of the Public Contracts Regulations 2006 and as set out more fully in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required:
Accreditation as a Green Deal Provider and Financial Conduct Authority authorisation (or interim permission and authorisation in progress). Applicants must be able to demonstrate an appropriate level of competence with regards to Health & Safety, Equal Opportunities and Environmental Management (as evidenced in their written policies).
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

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

competitive dialogue

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged number of operators: 6
Objective criteria for choosing the limited number of candidates: As stated in the PQQ.

IV.1.3)Reduction of the number of operators during the negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
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

Prior information notice

Notice number in the OJEU: 2014/S 26-041233 of 6.2.2014

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

IV.3.4)Time limit for receipt of tenders or requests to participate

1.8.2014 – 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

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

IV.3.8)Conditions for opening of tenders

Persons authorised to be present at the opening of tenders: yes

Additional information about authorised persons and opening procedure: Authorised representatives of Bath & North East Somerset Council. Tender submissions are to be made electronically using

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

In this procurement, Bath and North East Somerset Council (the Council) is acting as the Central Purchasing Body. All documentation, questions and responses will be managed via Supplying the South West portal which can be accessed via the following URL:,uk

Suppliers are requested not to use any other means of communications.
Regarding IV.3.4, requests to participate must be made by completion and submission of the pre-qualification questionnaire which are available online. Expressions of interest must be made by the completion of the pre-qualification questionnaire by the date and time specified in IV.3.4 and in accordance with the instructions set out in the pre-qualification questionnaire. The Supplying the South West portal will not allow a PQQ to be uploaded after the deadline has passed.
Completed pre-qualification questionnaires (by any means other than the Supplying the South West portal) before or after the deadline will not be considered. Bidders are advised to allow sufficient time to upload all documentation.
The Council reserves the right to accept variants. Whether variants will be permitted will be set out and confirmed in the Invitation to Tender documents.
Applicants are advised that the Council is subject to the Freedom of Information Act 2000 (the Act). If an applicant considers that any of the information supplied as part of this procurement procedure should not be disclosed because of its commercial sensitivity, confidentiality or otherwise, they must, when providing this information, clearly identify the specific information that they do not wish to be disclosed and clearly specify the reasons for its sensitivity. The Council may take such statements into consideration in the event that it receives a request pursuant to the Act which relates to the information provided by the interested party. Please note, it is not sufficient to include a statement of confidentiality encompassing all the information provided in the response.
All dates and time periods specified in this notice are only provisional and the Council reserves the right to change these.
The Council reserves the right not to award any or part of this contract. No statement or thing contained in this notice or the tender documents or made or undertaken as part of the tender process is intended to or shall be taken as constituting a contract, agreement, warranty or representation between the Council and/or any other party (excluding a formal award of contract made by the Council or any formal express legal agreement).
Bidding and bid costs are entirely at the risk of the applicants/bidders and will not be refunded by the Council under any circumstances.

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

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: In accordance with Regulation 32 (information about contract award procedures and the application of a standstill period prior to contract award) and Regulation 47 (Enforcement of Obligations) of the Procurement Contract Regulations (as amended from time to time).
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice: