Warm Up North

Warm Up North

The procurement of a partner to establish, market and operate a scheme through which energy efficiency improvement services will be made available in the North East of England.

UK-Newcastle: business and management consultancy and related services

2012/S 122-201964

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Newcastle City Council
Civic Centre, Barras Bridge
Contact point(s): Newcastle City Council
For the attention of: Liam Gormley
NE99 2BN Newcastle
Telephone: +44 1912116929
E-mail: corporate.procurement.team@newcastle.gov.uk

Internet address(es):

General address of the contracting authority: http://www.newcastle.gov.uk

Electronic access to information: http://www.nepoportal.org

Electronic submission of tenders and requests to participate: http://www.nepoportal.org

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

Darlington Borough Council
Town Hall, Feethams, Darlington, County Durham
DL1 5QT Darlington

Durham County Council
County Hall
DH1 5UL Durham

Northumberland County Council
County Hall
NE61 2EF Morpeth

South Tyneside Council
Town Hall & Civic Offices, Westoe Road, South Shields, Tyne & Wear
NE33 2RL South Shields

Section II: Object of the contract

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

Warm Up North.
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: Please refer to section VI (Additional Information) for further information.
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)

The procurement of a partner to establish, market and operate a scheme through which energy efficiency improvement services will be made available in the North East of England. The project requirement is to deliver energy efficiency improvements and/or other utility saving measures (“measures”) which reduce energy consumption, thereby bringing about a reduction in the consumer’s energy bill(s) and a reduction in carbon emissions. The appointed partner will ensure availability of, access to and delivery of the measures (including associated services) and must have the capacity and resources to provide an effective and customer focused service including all management, financial and ICT systems to administer the scheme and monitor its benefits.
The project’s key objectives are to:-.
— Improve the energy efficiency of properties and reduce energy consumption,
— Reduce carbon emissions,
— Reduce consumer energy costs and alleviate fuel poverty; and,
— Safeguard and create employment opportunities.
The project must be delivered in line with ‘Green Deal’ requirements as enabled by the Energy Act 2011 however it is not necessarily limited to Green Deal only activities.
Target properties will include domestic properties of all tenures; and public non-domestic buildings. Privately owned non-domestic properties are outside the scope of this procurement.
It is envisaged that the cost of the measures will be financed by Newcastle City Council and/or other contracting bodies, and/or by a central (nationally operating) Green Deal finance organisation (if any) and Energy Company Obligation funding (see Energy Act 2011) as available. It is anticipated that the contract will be for a period of five years with the ability to extend the term for a further three years if required.
As the Scheme’s primary requirement is to deliver the required improvements to domestic properties the delivery partner will be required to treat domestic properties as the service priority, i.e. marketing its services, facilitating customers, explaining and securing the sign-up and installation of appropriate energy efficiency improvements across the North East.
It is envisaged that a significant portion of the market and therefore a key target for the Scheme will be ‘hard to treat’ domestic properties i.e. those that cannot accommodate cost-effective measures and may therefore have missed out on previous energy improvements. These properties will have the potential to access ECO funding.
Given the priority to be attributed to domestic interventions over non-domestic the balance of the finance, scope and value of the opportunity will favour the former. As an indication only, the estimated scheme value is anticipated as follows:-.
Domestic £75m – £155m.
Non-Domestic £13m – £45m.
Total £88m – £200m.
Where the potential non-domestic interventions are permitted this will not be at the expense of the primary domestic intervention requirement.
As stated, these figures are approximate only as precise quantities are unknown and dependant on a number of factors.
II.1.6)Common procurement vocabulary (CPV)

79400000, 71314300, 71314000, 71314200, 79342000, 72212440, 72212445, 72322000, 72253000, 66000000, 71315300, 71315400, 45400000, 80500000, 72222300, 72232000, 72212443, 72212480, 72510000, 72000000

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 figures set out are approximate only as precise quantities are unknown, will depend on the number of organisations who wish to partake in the procurement and will be to such level as those organisations participating consider necessary to meet their requirements.
Estimated value excluding VAT:
Range: between 80 000 000,00 and 200 000 000,00 GBP
II.2.2)Information about options

Options: yes
Description of these options: Information on the potential extension is set out in section 11.1.5 of this notice.
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, insurance or any other form of appropriate security. Details to be provided in the Procurement Documentation.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
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 or consortia 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: 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: As set out in the pre-qualification questionnaire.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required: As set out in the pre-qualification questionnaire.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As set out in the pre-qualification questionnaire.
Minimum level(s) of standards possibly required:
As set out in the pre-qualification questionnaire.
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

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

Envisaged number of operators: 8
Objective criteria for choosing the limited number of candidates: As set out in the pre-qualification questionnaire.
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: 2012/S 075-123674 of 18.4.2012

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: 3.8.2012 – 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

3.8.2012 – 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 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

This tender process will be conducted using NCC’s e-tendering system the NEPO Portal, www.nepoportal.org. Providers must register with the system in order to access documents. Registration and use is free.

This procurement is being undertaken by the Council on behalf of itself and specific ‘partner’ local authorities and is also open for use by various other contracting bodies as set out below.
— Local Authorities (Partners).
Darlington Borough Council.
Durham County Council.
Newcastle City Council.
Northumberland County Council.
South Tyneside Council.
— Local Authorities (Non Partners).
Hartlepool Borough Council.
Middlesbrough Council.
Redcar & Cleveland Borough Council.
Redcar and Cleveland College.
North Tyneside Council.
The Borough Council of Gateshead (which includes The Gateshead Housing Company).
— Registered Housing Providers.
Bernicia Group Limited.
Cestria Community Housing Association.
Fabrick Group (incorporating Erimus Housing and Tees Valley Housing).
Four Housing Group (incorporating Three Rivers Housing Association and Berwick Borough Housing).
Home Group Limited.
South Tyneside Homes.
Vela Homes Limited.
Isos Housing Limited.
Livin Housing Ltd.
Guinness Northern Counties Limited.
Your Homes Newcastle.
— Public Bodies.
Newcastle College.
The Newcastle upon Tyne Hospitals NHS Foundation Trust.
Northumbria Police Authority.
Newcastle University.
Cleveland Fire Authority.
North East Shared Services Project (incorporating City of Sunderland College, Tyne Metropolitan College, South.
Tyneside College, Hartlepool 6th Form College).
North East Ambulance Service NHS Trust.
Northumberland College.
Northumbria University.
University of Sunderland.
Newcastle PCT, North Tyneside PCT and Northumberland Care Trust and their successor property holding bodies.
Durham Constabulary.
Tees Esk and Wear Valleys NHS Foundation Trust.
In addition it is intended that the opportunity will be available to other UK public organisations (without any obligation for them to participate), including:
— Public organisations that fall within the geographical remit of the North East of England. This region covers four sub regions which are further divided into administrative districts as follows:
— — Northumberland in the north of the region,
— — Tyne and Wear in the east of the region has five districts: North Tyneside, South Tyneside, Newcastle, Gateshead and Sunderland,
— — County Durham which lies south of both Northumberland and Tyne & Wear,
— — Tees Valley in the south-east of the region and comprises five unitary authority areas: Hartlepool, Darlington, Stockton-on-Tees, Middlesbrough and Redcar & Cleveland,
— Public organisations that fall within the geographical remit of the North East of England,
— UK Registered Housing Providers (independent social housing organisations that are registered with the Tenant Services Authority under the Housing and Regeneration Act 2008) may also rely on this contract,
— Education establishments,
— Fire authorities,
— Police authorities; and,
— NHS bodies.
Accordingly, it is the intention that all of these UK public organisations, and / or their successors in title, should be able to rely on this procurement to purchase such works without the need for any further procurement process.

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: The Contracting Authority will incorporate a minimum 10 day standstill period pror to contract award. Any appeals or queries should be directed to the address in part I.1 within this period.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:26.6.2012