Solent Green Deal Provider Panel

Solent Green Deal Provider Panel

Green Deal Framework Agreement – Portsmouth City Council.

UK-Portsmouth: Loan brokerage services

2013/S 081-136467

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Portsmouth City Council
Civic Offices, Guildhall Square
Contact point(s): Housing Standards
For the attention of: Bruce Lomax – Housing Standards Manager
PO1 2BJ Portsmouth
Telephone: +44 2392834524

Internet address(es):

General address of the contracting authority:

Further information can be obtained from: Portsmouth City Council
Procurement Service, Floor 2, Core 3/4, Civic Offices Guildhall Square
PO1 2BJ Portsmouth
Telephone: +44 2392688235
Internet address:

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Procurement Service
Procurement Service Floor 2 Core 3/4, Civic Offices Guildhall Square
PO1 2BJ Portsmouth
Internet address:

Tenders or requests to participate must be sent to: Portsmouth City Council
Procurement Service Floor 2 Core 3/4, Civic Offices Guildhall Square
PO1 2BJ Portsmouth
Internet address:

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

East Hampshire District Council
Penns Place
GU31 4EX Petersfield

Basingstoke & Deane Borough Council
Civic Offices, London Road
RG21 4AH Basingstoke

Eastleigh Borough Council
Civic Offices, Leigh Road
SO50 9YN Eastleigh

Fareham Borough Council
Civic Way
PO7 8JU Fareham

Gosport Borough Council
Town Hall, High Street
PO12 1EB Gosport

Hampshire County Council
The Castle
SO23 8UJ Winchester

Hart District Council
Civic Offices, Harlington Way
GU51 4AE Fleet

Havant Borough Council
Civic Centre Road
PO9 2AX Havant

Isle of Wight Council
Customer Service Centre, County Hall
PO30 1UD Newport

New Forest District Council
Appletree Court, Beaulieu Road
SO43 7PA Lyndhurst

Rushmoor Borough Council
Council Offices, Farnborough Road
GU14 7JU Farnborough

Southampton City Council
Civic Centre
SO14 7LY Southampton

Test Valley Borough Council
Beech Hurst, Weyhill Road
SP10 3AJ Andover

Winchester City Council
City Offices, Colebrook Street
SO23 9LJ Winchester

Section II: Object of the contract

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

Solent Green Deal Provider Panel
II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code UKJ3

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
Number of participants to the framework agreement envisaged: 4
Duration of the framework agreement

Duration in years: 7
Justification for a framework agreement, the duration of which exceeds four years: This notice concerns the establishment of a panel of Green Deal providers via a service concession contractual model and is therefore, in accordance with Regulation 6.(2)(m) of the Public Contracts Regulations (2006) as amended (2009), exempt from the regulations which apply to above threshold works, supply and Part A service contracts in regards of term durations of framework agreements set out within Regulation 19.(10) of the Public Contracts Regulations (2006) as amended (2009).
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 170 000 000 GBP

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

Portsmouth City Council – ‘”the Council” – wishes to appoint a panel of four (4) Green Deal accredited providers (each appointed panel member being a “Provider”) on behalf of the member authorities of Partnership for Urban South Hampshire (“PUSH”) and to work with the other Local Authorities set out below (the “Authorities or Authority” as the context requires) . The appointed Providers will play a key role in providing the Solent Green Deal Scheme access to homeowners and tenants – including Local Authority Housing & Registered Social Landlord tenants – across the whole of the county of Hampshire. Each individual Provider must be able to operate across the whole of the County of Hampshire and not just on a sub-regional basis.
The Green Deal is a Government-led initiative that aims to retrofit 14 million homes by 2020, cutting CO2 emissions by 29% in housing and 13% in workplaces. It is a core part of the Energy Act 2011, enacted on 18th October 2011.
The member authorities of PUSH are as follows:
— East Hampshire District Council,
— Eastleigh Borough Council,
— Fareham Borough Council,
— Gosport Borough Council,
— Havant Borough Council,
— New Forest District Council,
— Portsmouth City Council,
— Southampton City Council,
— Test Valley Borough Council,
— Winchester City Council.
Other Local Authorities within the county of Hampshire are able to access the Green Deal funding through this contractual arrangement, including the Isle of Wight, making a total of 14 Authorities. The remaining Authorities who are not listed as members of “PUSH” are as follows:
— Basingstoke & Deane Borough Council,
— Hampshire County Council,
— Hart District Council,
— Isle of Wight Council,
— Rushmoor Borough Council.
The key objectives the participating Authorities are seeking to deliver through this project are:
— Assisting homeowners & tenants in reducing their energy usage at no upfront cost.
— Contributing to carbon reduction across Hampshire.
— Encouraging the use of local Small & Medium Sized Enterprises (SMEs) within the Green Deal installation supply chain.
— Encouraging local economic growth through job creation and apprenticeship places.
Funding has been secured from the Department of Energy & Climate Change (DECC) which will be invested in the following areas:
— Dedicated Solent Green Deal web site –

— Green Deal Advisor assessment tools,
— Project management,
— Merchandising,
— Customer facing interactive tools.
The Authorities will refer eligible homeowners and tenants (“Customers”) who wish to pursue Green Deal funding to the panel of Providers via the Council, however the Authorities cannot in any way enforce usage of the Providers. The nature of the contracting model between the Authorities and the Providers will be a service concession contract with a consideration paid to the Council per referral.
The agreement with the Providers will be in place for an initial period of 3 years extendable in increments to be agreed upon by both parties subject to performance to a maximum total term of 7 years.
If over the course of the agreement, inclusive of any extensions granted, one of the 4 Providers ceases to trade, terminates their involvement by mutual consent or have their agreement terminated, the Council reserves the right to approach the tenderer who ranked immediately below those who were originally appointed as a result of this tender process and enquire if they would wish to be appointed as a Panel Provider.

II.1.6)Common procurement vocabulary (CPV)

66190000, 66171000, 45300000, 45321000, 45331110, 45421100, 45441000

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:

The participating Authorities estimate that 17,000 referrals could be made over a 5 year period with demand likely to increase in each subsequent year over this period. However, no guarantees in regards of volume of referrals can be provided.
The Solent Green Deal Model is set out as a set of key steps below. As indicated, the Council shall undertake some of the steps and will require the Providers to undertake particular parts of the process and will monitor their performance accordingly. All the Providers activities must be undertaken in line with applicable legislation, regulatory requirements and Green Deal Codes of Practice and Conduct in force from time to time.
Step 1
— The homeowner / tenant (hereinafter referred to as the ‘Customer’) makes contact with the Council. The Council will handle all enquiries on behalf of the other Hampshire Authorities.
— The Council will undertake an initial Green Deal assessment to ascertain whether the Customer is able to access the Green Deal funding through application of the ‘Golden Rule’*.
The Council will arrange for a Green Deal Assessor (hereinafter referred to as the ‘Assessor’) to visit the property to undertake an inspection of the property in accordance with regulation 10 of the Green Deal Framework (Disclosure, Acknowledgment, Redress, etc.) Regulations 2012.
— The Assessor will act as a dedicated point of contact to the Customer in order to assist them through the process.
— The Assessor will discuss with the Customer their current energy consumption and, utilising specialist software, make recommendations to the Customer on how they could potentially reduce their consumption in line with the Golden Rule.
— The Assessor will provide information to the Customer on how the Green Deal works and its financial implications.
— The Assessor will invite questions from the Customer and respond accordingly.
— The Assessor will provide the Customer with time to look through the information before authorising the measures to be undertaken.
— The Assessor will provide a full report to the Customer which will cover the measures that can be installed together with details relating to occupancy savings.
— Based upon the information provided by the Providers to the Council the Customer will decide upon which of the Providers they will approach should they decide to progress their Green Deal application. Only one Provider can be chosen.
— In the event that the Customer wishes to invite proposals from multiple Providers the Council will issue a brief to all of the relevant Providers which will clearly state the information required, the return deadline for the proposal, the submission method, the envisaged appointment timetable and the criteria which will be applied to the assessment of the proposals.
— Following receipt of the report the Customer has a 14 day cooling off period which allows the Customer to end their association with the Council if they so wish.
The golden rule of the Green Deal means the amount a homeowner / tenant is able to save on energy bills will always be greater than the cost of the energy-saving measures.
Step 2
— If the Customer decides to proceed with their application they are still able at this point to change their chosen Provider. The Council has no means of enforcing Provider choice on the part of the Customer.
— Following confirmation of the chosen Provider, the Council will then issue the report to the relevant Provider using the STROMA Green Deal Provider software package.
— The chosen Provider will then make contact with the Customer in order to progress the report recommendations. However, the Council accepts no liability should the Customer decide subsequently not to undertake all recommended measures with that Provider.
Step 3
— The chosen Provider shall work with the Customer to agree the:
— Financial package (including credit agreement & cost recovery).
— The works to be undertaken.
— Installation measures & installer.
— Timescales and other project management factors.
— The chosen Provider shall supply the Council with an installation project programme using agreed documentation.
— The chosen Provider will then project manage the installation of the energy saving measures and access to the Green Deal funding -Energy Companies Obligation (ECO) or standard Green Deal. (As part of the tender evaluation process the Council’s preference will be towards Providers who are able to access multiple sources of funding.)
— The chosen Provider shall organise the credit agreement between their Green Deal funder and the Customer (If applicable).
— The chosen Provider shall ensure that measures are installed with minimum disruption to the Customer.
— The chosen Provider shall report any disputes with the Customer within 10 calendar days of such dispute arising. Information regarding the Providers approach to settling the dispute must be included within the report.
— If required, the Council Assessor will assist the Customer in obtaining any permissions required to allow installation of the measures.
— If required, the Assessor will assist vulnerable persons to access further funding to cover costs associated with loft clearance and decoration (If not part of the Green Deal funding) and / or assist them in identifying further benefits they could apply for.
Step 4
— Following installation of the measures, the Provider must forward all of the necessary guarantees and certificates to the Council within 21 days.
— The Council will undertake a final EPC (Energy Performance Certification) on behalf of the Panel Provider and provide them with the necessary EPC documentation.
— The Council will also provide the Customer with the EPC documentation.
Role of The Council
— The Council will undertake all necessary marketing for the Hampshire Green Deal scheme. This will include the provision of:
— A dedicated web site, which will include a ready reckoner tool.
— Interactive eco show homes used by all participating Authorities and Registered Social Landlords within Hampshire.
— A static eco home in Portsmouth.
— A mobile energy information unit for use at events.
Providers will be encouraged to supply any direct marketing they wish to see installed in these displays for which the Council will have the ability to exercise rights of approval if it so wishes.
— All initial Customer contact will be handled by the Council. Information will be provided to the Customer in line with the Council’s corporate responsibilities and any applicable codes of practice set by DECC.
— The Council or associated partners will employ the Green Deal Assessors directly and ensure that the inspection of the Customers property is conducted in accordance with regulation 10 of the Green Deal Framework (Disclosure, Acknowledgment, Redress, etc.) Regulations 2012.
— Overall responsibility for management of the Solent Green Deal scheme will lie with the Council. A project management board will be set which will include members of the participating Authorities mentioned within Section 1 of this document.
Through adopting this management approach the Council will ensure that the participating Authorities are protected on a legal and reputational basis based through:
— Ensuring that the information held on the web site and provided to Customers is up to date.
— Keeping the Customer fully apprised of the journey they will be taking with the Green Deal.
— Ensuring that the Green Deal steps are clearly structured and easily understood.
— Ensuring that the Green Deal Assessors registered to the Council are trained to the required standards.
— Providing support to the Customer via arbitration in the event of disputes with their chosen Provider.
— Ensuring the service concession agreement between the Council and the Providers is adhered to by all parties.
— Provide a single source of contact to all of the participating Local Authorities in respect of any Green Deal issues.
— Coordination and dissemination of energy saving data to each Authority.
— Provide management information to the participating Authorities on an open book accounting basis.
— The Council will work closely with Local Authority Social Landlords and Registered Social Landlords within the Hampshire area to coordinate access to possible ECO funding. This will include:
— Undertaking preliminary inspections and/or desk top work with each authority to determine the amount of CO2 savings that could be achieved.
— Working with tenants to help ensure savings contingent on behavioural change can be realised.
— Work with Right to Buy Owner Customers to ensure inclusion within the program and access to Green Deal funding.
— Work with other Local Authority services to determine where ECO funding could be used to help Customers on low household incomes, in fuel poverty or claiming a pass porting benefit.
II.2.2)Information about options

Options: yes
Description of these options: The agreement with the Providers will be in place for an initial period of 3 years extendable in increments to be agreed upon by both parties subject to performance to a maximum total term of 7 years.
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: 36 (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:

As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

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

As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

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

As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

Minimum level(s) of standards possibly required: As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

Minimum level(s) of standards possibly required:
As defined within the ‘Invitation to Tenderer & Specification’ document accessible via

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

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
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: 17.5.2013 – 15:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

17.5.2013 – 15:00
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

The services covered by the proposed provider panel are classified as a service concession within the Public Contracts Regulations (2006) as amended (2009) under regulation 6.(2)(m). The Contracting Authority has chosen to advertise within OJEU voluntarily, in accordance with the spirit of the EU public procurement regime and to conduct the procurement process in an open and fair manner so as to increase competition. The submission of this notice and any subsequent advertisement of the framework agreement is not an indication that the Contracting Authority considers itself bound by the provisions in the Regulations that are applicable only to Part A services.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:22.4.2013