Tender

Retrofit Consultancy & Principal Designer Services Framework

  • Advantage South West

UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2026/S 000-005869

Procurement identifier (OCID): ocds-h6vhtk-060c88

Published 22 January 2026, 3:29pm



Scope

Reference

DN804023

Description

Stage 1 - Conditions of Participation >

Stage 2 - ITT (Tender)

Responses (CPQ Responses) to this selection questionnaire (CPQ) will be used in the first step of selecting suitably qualified and experienced consultants (Participants) to be invited to tender. It is intended that the Client will shortlist a maximum of 5 Participants per Lot, to be invited to submit tenders / initial tenders in line with section 20(4)(a) of the Act. Those bidders will have met all requirements including the pass / fail questions and be in the top 5 after LiveWest have evaluated the scored submissions. Only these bidders will be shortlisted for stage 2 (ITT)

In the event that Participants score within 1 point of the 5th highest scoring Participant, LiveWest Homes Limited reserves the right to shortlist all additional Participants who have passed all 'pass / fail' requirements and are within 1 mark of the 5th highest scoring Participant. In the event that LiveWest Homes Limited exercises this discretion, it will notify all Participants in writing of the number of Participants to be shortlisted.

Commercial tool

Establishes a framework

Total value (estimated)

  • £13,400,000 excluding VAT
  • £16,080,000 including VAT

Above the relevant threshold

Contract dates (estimated)

  • 1 July 2026 to 30 June 2030
  • 4 years

Main procurement category

Services

CPV classifications

  • 71240000 - Architectural, engineering and planning services
  • 71250000 - Architectural, engineering and surveying services
  • 71314000 - Energy and related services
  • 71315000 - Building services
  • 71000000 - Architectural, construction, engineering and inspection services

Contract locations

  • UKK - South West (England)

Lot constraints

Description of how multiple lots may be awarded:

The winning bidders for each lot will be awarded a place on the ASW framework in top ranked position. Bidders 2-3 may be awarded a ranked position on the newly created framework which will include both direct award and mini-competition options.


Lot 1. Retrofit Consultants

Description

Lot 1 Retrofit Consultancy services

Lot value (estimated)

  • £12,000,000 excluding VAT
  • £14,400,000 including VAT

Framework lot values may be shared with other lots

Same for all lots

CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.


Lot 2. Principal Designer

Description

Lot 2 Principal Designer Services

Lot value (estimated)

  • £1,000,000 excluding VAT
  • £1,200,000 including VAT

Framework lot values may be shared with other lots

Same for all lots

CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.


Framework

Maximum number of suppliers

6

Maximum percentage fee charged to suppliers

0%

Framework operation description

Framework will be open for 4 years

Award method when using the framework

Either with or without competition

Contracting authorities that may use the framework

Establishing party only


Participation

Particular suitability

Lot 1. Retrofit Consultants

Lot 2. Principal Designer

  • Small and medium-sized enterprises (SME)
  • Voluntary, community and social enterprises (VCSE)

Submission

Enquiry deadline

11 February 2026, 12:00pm

Submission type

Tenders

Tender submission deadline

20 February 2026, 12:00pm

Submission address and any special instructions

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

1 April 2026


Award criteria

This table displays the award criteria of the lot
Name Description Type
Quality

Will be stated within the ITT - 2nd stage

Quality
Price

Will be stated within the ITT - 2nd stage

Price

Weighting description

Quality and Price


Other information

Conflicts assessment prepared/revised

Yes


Procedure

Procedure type

Competitive flexible procedure

Competitive flexible procedure description

The information provided in this notice will apply to the ASW Framework part of this procurement only

LiveWest Homes Limited are looking to:

A) establish a framework of Retrofit consultants and Principal Designers for current and future members of Advantage South West

B) appoint a retrofit consultant to deliver the business's aim of all properties being at EPC C by 2028 and appoint a Principal Designer to ensure that LiveWest are compliant with its requirements (under separate notice ocds-h6vhtk-060c38) across various regions within the South West to a LiveWest contract

in a single joint procurement process.

Due to FTS notice linking restrictions, this notice could not be formally linked to the LiveWest notice but it is linked - see FTS notice ???? (Procurement identifier)


Contracting authority

Advantage South West

  • Public Procurement Organisation Number: PTLP-9233-PHVN

South Somerset House

Yeovil

BA22 8WN

United Kingdom

Contact name: Phillip Blackmore

Telephone: +44 0

Email: phillip.blackmore@livewest.co.uk

Website: http://www.advantagesouthwest.co.uk/

Region: UKK23 - Somerset

Organisation type: Public authority - sub-central government