Leeds City Region Green Deal and Eco Procurement – Delivery Partner

Leeds City Region Green Deal and Eco Procurement – Delivery Partner

LCC is undertaking a competitive dialogue process to identify a private sector Delivery Partner (the “Delivery Partner”) to deliver the Leeds City Region Green Deal and Eco Procurement scheme.

United Kingdom-Leeds: Architectural, construction, engineering and inspection services

2013/S 147-255922

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Leeds City Council
Procurement Unit, Civic Hall
For the attention of: Ben Kearton
LS1 1UR Leeds
Telephone: +44 7891275838
E-mail: ben.kearton@leeds.gov.uk
Fax: +44 1133952465

Internet address(es):

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

Electronic access to information: http://www.yortender.co.uk

Electronic submission of tenders and requests to participate: http://www.yortender.co.uk

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

Regional or local authority
I.3)Main activity

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

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

Unity Housing Association
113-117 Chapeltown Road
LS7 3HY Leeds

Leeds Federation Housing Association Ltd
Arthington House, 30 Westfield House
LS3 1DE Leeds

Manningham Housing Association
Bank House, 30 Manor Row
BD1 4QE Bradford

Sanctuary Housing
6 Killingbeck Court
LS14 6UF Leeds

Connect Housing
205 Roundhay Road
LS8 4HS Leeds

Sadeh Lok Housing
11 Halifax Road
HD3 3AN Huddersfield

The Council of the City of Wakefield
Wakefield One
WF1 2EB Wakefield

City of York Council
West Offices, Station Rise
Y01 6GA York

Craven District Council
1 Belle Vue Square, Broughton Road
BD23 1FJ Skipton

Harrogate Borough Council
Crescent Gardens
HG1 2SG Harrogate

Leeds City Council
Civic Hall, Calverley Street
LS1 1UR Leeds

North Yorkshire County Council
County Hall, Northallerton
DL7 8AD Northallerton

Selby District Council
Civic Centre, Doncaster Road
YO8 9FT Selby

The Council and the Borough of Kirklees
Civic Centre 3, Market Street
HD1 2YZ Kirklees

Barnsley Metropolitan Borough Council
Corporate Mail Room, PO Box 634
S70 9GG Barnsley

The Borough Council of Calderdale
Town Hall, Crossley Street
HX1 1UJ Halifax

City of Bradford Metropolitan District Council
City Hall, Centenary Square
BD1 1HY Bradford

Home Group
2 Gosforth Park Way, Gosforth Business Park
NE12 8ET Newcastle Upon Tyne

Wakefield and District Housing Ltd
Merefield House, Whistler Drive
WF10 5HX Castleford

Together Housing Group
Bull Green House, Bull Green
HX1 2EB Halifax

Section II: Object of the contract

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

Leeds City Region Green Deal and Eco Procurement – Delivery Partner.
II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 11: Management consulting services [6] and related services
Main site or location of works, place of delivery or of performance: Leeds City Region.
NUTS code UKE42

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 a single operator
Duration of the framework agreement

Duration in years: 4
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 525 000 000 GBP

II.1.5)Short description of the contract or purchase(s)

LCC is undertaking a competitive dialogue process to identify a private sector Delivery Partner (the “Delivery Partner”) to deliver the Leeds City Region Green Deal and Eco Procurement scheme – (the “Scheme”) on behalf of LCC and other Contracting Authorities. It is anticipated that in addition to the named Contracting Authorities the framework agreement will be available to any Company, charity or organisation whether for profit or not who provides social housing for rent, shared ownership or other purpose where the house/ building to be treated has a postcode within the Leeds City Region.
The scheme will be based on the Government’s Green Deal Legislation. It is also anticipated that the Scheme may also include the provision of energy efficiency and renewable energy measures that qualify for other funding including Feed in Tariff (FiT), Renewable Heat Incentive (RHI) and other funds, grants, tariffs and/or incentives including European Structural funds (such as the European Regional Development Fund) or their alternates or successors.
LCC is seeking a Delivery Partner who can support the delivery of our key objectives as outlined below:
— Work in a long term open partnership with a delivery partner(s) to ensure that both householders and non-domestic property owners, occupiers, and leaseholders in the Leeds City Region are receiving value for money on their Green Deal Plans.
— Alleviate fuel poverty regardless of location, house type/construction type, heating and hot water fuel type and occupant status (financial and tenure).
— Reduce emissions of CO2 from domestic properties located in the City Region.
— Provide Green Deal Plans to residents through the GDFC loan and admin mechanism.
— Provide energy and carbon consumption advice to householders to encourage them to reduce their energy and fuel use.
— Maximise the value of ECO to householders.
— Increase the supply chain of contractors and grow the local green economy particularly focusing on training and employment opportunities for young people.
— Use the measures identified as Green Deal/ ECO eligible to maximise the carbon savings in individual dwellings using the whole house approach.
— Generate income streams to the Local Authority/Community groups / partner delivery agents in return for identifying potential customers.
It is anticipated that the appointed Delivery Partner will manage the delivery of the Scheme to homes (private and social) and non-domestic buildings. This role will include:
(a) marketing the programme, engaging customers and selling measures,
(b) surveying and assessing properties
(c) refurbishing and maintaining properties,
(d) managing supply chain,
(e) delivering employment and training opportunities,
(f) delivering inward investment to Leeds City Region,
(g) providing management information
(h) developing business systems to support the delivery of the Scheme,
(i) securing finance and managing loans,
(j) establishing public / private partnerships and governance arrangements.
The Delivery Partner will be expected to enter in to contract with each Contracting Authority (where any such Contracting Authority chooses to use the Delivery Partner to deliver the Scheme or other measures to their area) on substantially the same terms as agreed with LCC (save for any funding related issues if applicable).
The programme will be endorsed and supported by each participating local authority, and will benefit from Leeds City Region Green Deal and local authority branding, resources, and local market intelligence. In addition the LCR will coordinate the programme and make available any applicable services were possible. In return, payment to the LCR for successful referrals into the programme is anticipated.
The scheme will cover all current and future Green Deal measures and any works required to enable these measures.
The successful Delivery Partner will also be expected to install, manage and maintain a suitable database including (but not limited to) the following information:
— Number of leads generated, percentage of leads converted to measures installed and average timelines;
— Total number of properties assisted and total number of measures installed by type;
— Cost of measures installed by type;
— Number of loans agreed (dependant on scheme) with amount of loan and what measures these fund;
— Report of expenditure against the forecast profile provided including comments against any significant variations.
— Customer satisfaction;
— Total level of utility obligation (and related) funding levered into the city, broken down by HHCRO, CSCO and CERO;
— Modelled decrease in energy bills;
— Modelled reduction in annual CO2 emissions;
— Modelled number of households taken out of fuel poverty and overall impact on fuel poverty figures across the Leeds City Region ;
— Number of households supported under CERO,CSCO and HHCRO;
— Number of referrals to other sources of assistance (such as benefits, fire safety);
— Modelled additional person years of employment.
— Any other such data as may be required.
All the data listed above is to be referenced by UPRN and full address.
The database must also ensure that relevant information in any customer’s Green Deal Plan can be shared with LCC and/or the relevant Contracting Authority and/or any third party funders or any national or local financing mechanisms (as the case may be) and/or the energy companies and/or the Department for Energy and Climate Change (“DECC”).
The Delivery Partner will be expected to maximise the level of the ECO funding that may be leveraged from the Scheme. In addition to delivering Green Deal solutions, it is anticipated that the Delivery Partner may also offer renewable energy services repaid through FiT, RHI and other funds, grants, tariff or incentive arrangements.
It is the LCC’s intention that LCC itself will enter in to the framework agreement contract with the Delivery Partner and that other Contracting Authorities will be able to call-off from such framework agreement. The most suitable models for the framework agreement and call off-contracts will be selected during competitive dialogue. The framework agreement is intended to operate for 4 years, with each call-off contract having a term of 8 years with a break clause at 3 years.
The successful applicants must be accredited as Green Deal Providers, with this accreditation in place prior to their ISOS submission. Applications from consortia are welcomed, but at least one member of the consortium must have Green Deal Provider accreditation in place.
Interested parties must register with the council’s e-tendering system (YORtender) and express an interest in the project. https://www.yortender.co.uk If you are unable to register with YORtender or require any assistance with the system then please select the contact support option in the top right hand corner of the YORtender homepage and our system providers Due North will seek to resolve any issues.

II.1.6)Common procurement vocabulary (CPV)

71000000, 45000000, 79000000, 09000000, 66000000, 50000000, 72000000, 80000000

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: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

This is an estimated value and will be driven primarily by the winning contractor’s level of success in marketing the programme and customer demand. Therefore it has been estimated that the value of the contract is upto the figure noted in this OJEU notice.
Estimated value excluding VAT: 525 000 000 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals

This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion

Duration in months: 96 (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 Contracting Authority reserves the right to require deposits, guarantees, bonds and/or other forms of appropriate security if required.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

The Delivery Partner will be expected to secure funding and maximise the amount of the ECO that may be leveraged through the Scheme. The Contracting Authorities may decide to inject funding into the Scheme in respect of some social housing but this is not guaranteed.
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 Liability.
No special legal form is required but in the case of group bidders the authority requires that a prime service provider assumes primary liability for the group and that each organisation in the group accepts joint and several liability.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: When executing the contract in the UK the successful tenderer will be required to comply with their commendations of the code of practice for the elimination of racial discrimination and the promotion of equality of opportunity in employment published by the Equality and Human Rights Commission.
The successful tenderer will be required to participate actively in the service related economic, social and environmental regeneration of the locality of and surrounding the place of delivery for the procurement. Accordingly, tender evaluation and contract performance conditions may relate in particular to social, economic and environmental considerations.
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: Information and formalities necessary for evaluating if requirements are met: Please download the procurement documentation when available from https://www.yortender.co.uk for further information.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Information and formalities necessary for evaluating if requirements are met: As set out in the pre-qualification questionnaire (PQQ).
Minimum level(s) of standards possibly required: Please download the documentation when available from https://www.yortender.co.uk for further information.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As set out in the pre-qualification questionnaire (PQQ).
Minimum level(s) of standards possibly required:
As set out in the pre-qualification questionnaire (PQQ).
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 minimum number 3: and maximum number 8
Objective criteria for choosing the limited number of candidates: As set out in the pre-qualification questionnaire(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

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

Time limit for receipt of requests for documents or for accessing documents: 27.8.2013
IV.3.4)Time limit for receipt of tenders or requests to participate

28.8.2013 – 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

IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of 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

During the term of the scheme, LCC will require the Delivery Partner to:
— project manage the delivery of the Scheme to ensure that all necessary activities are successfully delivered;
— deliver the scheme in such a way that it can access finance as required;
— install, manage and maintain a suitable database and associated payment processing infrastructure,
— warrant the physical delivery and operation of the scheme to the satisfaction of LCC;
— work with LCC to establish immediate and long term governance arrangements that optimise the delivery and financing needs of the scheme and manage LCC’s risks appropriately,
— market and deliver customers to the scheme,
— arrange for an accredited energy surveyor to identify which energy efficiency measures are appropriate for each property and property owner or occupier to meet the “golden rule”;
— arrange for an accredited energy surveyor to identify which renewable energy measures are appropriate for each property or group of properties,
— agree the package of measures that will be delivered with the property owner, the payments needed to pay for the installation and maintenance of these and the pay-back period, and formalising this arrangement through a contract between the Deliver Partner and the property owner;
— secure ECO subsidies for hard to treat properties and fuel poor customers in line with the most current legislation and formalise this through a contract between the energy suppliers and the relevant delivery partner;
— manage the delivery of the measures and ensure that all works and/or services are compliant with all legislation (including but not limited to) the Consumer Credit Act and most current legislation relating to the Green Deal as well as planning and building regulations;
— manage the on-going maintenance of the measures to ensure on-going performance as required in the product warranties; and/or the signed Green Deal plans,
— collect payments relating to any measures not falling under the Green Deal;
— collect payments from customers who wish to directly pay for any Green Deal measures installed;
— deliver economic benefits through targeted training and recruitment and grow the low carbon economy;
— provide a loans administration service which may include (but will not be limited to) managing and maintaining a database on the contracts entered into by Green Deal customers in relation to the Scheme and/or collecting and receiving payments from the utility companies); and/or interfacing with any financing and loans administration vehicle established at a national level;
— evaluate, measure and monitor CO2 savings for identified schemes for research purposes
The Delivery Partner will be required to enter into contract with the relevant Contracting Authority to deliver substantially the same services listed above. The Delivery Partner will also be required to work with LCC and partners to evaluate the success of the Scheme.
Any queries in regard to this procurement should be addressed to Leeds City Council, Procurement Unit via the YORtender portal at https://www.yortender.co.uk – no responses will be provided to queries received via other routes. This is to ensure that the whole process remains fully auditable and transparent.

Application for inclusion must be made by the completion of the Pre-Qualification Questionnaire that is available from the YORtender portal at https://www.yortender.co.uk. Please follow the link and register using the project reference: YORE- 97PH9U] as the contract identification number. Providers must register with the system in order to access documents. Registration and use is free. LCC reserves the right not to accept Variant Bids at the invitation to participate in dialogue stage.

LCC reserves the right not to award an agreement or to award an agreement for part of the services only. Acceptance of a contractor is not a guarantee of work.
Completed Pre-Qualification Questionnaires received after the deadline may not be considered. Organisations should ensure that they download the Pre-Qualification Questionnaire and appropriate documents in sufficient time to allow full completion by the deadline specified in IV.3.4.

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: Precise information on deadline(s) for lodging appeals: Where necessary, LCC will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to seek further debriefing from the contracting authority before the contract is entered into. Applicants have 2 working days from notification of the award decision to request additional debriefing and that information has to be provided a minimum of 3 working days before expiry of the standstill period. Such additional information should be requested from addressee found in I.1. If an appeal regarding the award of a contract has not been successfully resolved where appropriate the (for Public Sector) 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 the rules to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly (generally within 3 months). Where a contract has not been entered into the court may, where appropriate, order the setting aside of the award decision or order the authority to amend any document and may award damages. If the contract has been entered into the court may only award damages where appropriate.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:26.7.2013