Section one: Contracting authority
one.1) Name and addresses
Scotland Excel
Renfrewshire House, Cotton Street
Paisley
PA1 1AR
construction@scotland-excel.org.uk
Telephone
+44 1414888230
Country
United Kingdom
NUTS code
UKM83 - Inverclyde, East Renfrewshire and Renfrewshire
Internet address(es)
Main address
http://www.scotland-excel.org.uk
Buyer's address
https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10383
one.2) Information about joint procurement
The contract is awarded by a central purchasing body
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
General public services
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Energy Efficiency Contractors
Reference number
1320
two.1.2) Main CPV code
- 45300000 - Building installation work
two.1.3) Type of contract
Works
two.1.4) Short description
This notice is for a renewal framework for contractors to provide a range of energy efficiency works and services. This includes but is not limited to professional services, building fabric, heating, hot water, ventilation, renewables and energy storage measures.
two.1.5) Estimated total value
Value excluding VAT: £800,000,000
two.1.6) Information about lots
This contract is divided into lots: Yes
Tenders may be submitted for all lots
two.2) Description
two.2.1) Title
Professional Services
Lot No
1
two.2.2) Additional CPV code(s)
- 71500000 - Construction-related services
- 71520000 - Construction supervision services
- 71530000 - Construction consultancy services
- 71540000 - Construction management services
- 71600000 - Technical testing, analysis and consultancy services
- 71730000 - Industrial inspection services
- 71310000 - Consultative engineering and construction services
- 71200000 - Architectural and related services
- 71220000 - Architectural design services
- 71230000 - Organisation of architectural design contests
- 71240000 - Architectural, engineering and planning services
- 71250000 - Architectural, engineering and surveying services
- 45220000 - Engineering works and construction works
- 45100000 - Site preparation work
- 50000000 - Repair and maintenance services
- 71000000 - Architectural, construction, engineering and inspection services
- 71312000 - Structural engineering consultancy services
- 72224200 - System quality assurance planning services
- 72225000 - System quality assurance assessment and review services
- 79311000 - Survey services
- 71314300 - Energy-efficiency consultancy services
- 71314200 - Energy-management services
two.2.3) Place of performance
NUTS codes
- UKM83 - Inverclyde, East Renfrewshire and Renfrewshire
Main site or place of performance
Various locations throughout the geographical boundaries of the participating Councils and associate members within Scotland.
two.2.4) Description of the procurement
The sublots under this lot include; energy efficiency designer, energy efficiency coordinator, energy efficiency assessor and managing agent.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 50
Price - Weighting: 50
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
There is an option to extend the framework period for up to 12 months subject to satisfactory operation and performance. Any period of extension will be at the sole discretion of Scotland Excel.
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2.14) Additional information
Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015. Please see the Invitation to tender contained on the PCS-Tender project relevant to this procurement and the other Procurement Documents for further Information.
two.2) Description
two.2.1) Title
Building Fabric Measures
Lot No
2
two.2.2) Additional CPV code(s)
- 45261410 - Roof insulation work
- 45320000 - Insulation work
- 45321000 - Thermal insulation work
- 44221000 - Windows, doors and related items
- 44221100 - Windows
- 45421100 - Installation of doors and windows and related components
- 45421130 - Installation of doors and windows
- 45421132 - Installation of windows
- 44111520 - Thermal insulating material
- 45430000 - Floor and wall covering work
- 44112400 - Roof
- 45260000 - Roof works and other special trade construction works
- 45261000 - Erection and related works of roof frames and coverings
- 45262000 - Special trade construction works other than roof works
- 44000000 - Construction structures and materials; auxiliary products to construction (except electric apparatus)
- 44100000 - Construction materials and associated items
- 44400000 - Miscellaneous fabricated products and related items
- 44900000 - Stone for construction, limestone, gypsum and slate
- 44110000 - Construction materials
- 44140000 - Products related to construction materials
- 44170000 - Plates, sheets, strip and foil related to construction materials
- 44190000 - Miscellaneous construction materials
- 44420000 - Goods used in construction
- 44480000 - Miscellaneous fire-protection equipment
- 44930000 - Slate
- 44910000 - Stone for construction
- 45210000 - Building construction work
- 45220000 - Engineering works and construction works
- 45400000 - Building completion work
- 45410000 - Plastering work
- 45420000 - Joinery and carpentry installation work
- 45450000 - Other building completion work
- 50700000 - Repair and maintenance services of building installations
- 51700000 - Installation services of fire protection equipment
- 51000000 - Installation services (except software)
- 45300000 - Building installation work
two.2.3) Place of performance
NUTS codes
- UKM83 - Inverclyde, East Renfrewshire and Renfrewshire
Main site or place of performance
Various locations throughout the geographical boundaries of the participating Councils and associate members within Scotland.
two.2.4) Description of the procurement
The sublots under this lot will include; building fabric measures and finishes, cavity wall insulation, Hard to Treat (HTT) cavity wall insulation, warm roof insulation, repair and replacement:pithced, internal wall insulation, floor insulation, doors replacement and retrofit, windows replacement and retrofit, flat rood insulation, repair and replacement, cold roof insulation, repair and replacement: pitched.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 50
Price - Weighting: 50
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
There is an option to extend the framework period for up to 12 months subject to satisfactory operation and performance. Any period of extension will be at the sole discretion of Scotland Excel.
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2.14) Additional information
Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015. Please see the Invitation to tender contained on the PCS-Tender project relevant to this procurement and the other Procurement Documents for further Information.
two.2) Description
two.2.1) Title
Heating, Hot Water and Ventilation Measures
Lot No
3
two.2.2) Additional CPV code(s)
- 09300000 - Electricity, heating, solar and nuclear energy
- 09323000 - District heating
- 09324000 - Long-distance heating
- 38436310 - Heating plates
- 39715000 - Water heaters and heating for buildings; plumbing equipment
- 39715200 - Heating equipment
- 09321000 - Hot water
- 42160000 - Boiler installations
- 42161000 - Hot-water boilers
- 44600000 - Tanks, reservoirs and containers; central-heating radiators and boilers
- 44620000 - Central-heating radiators and boilers and parts
- 44621200 - Boilers
- 44621210 - Water boilers
- 44621000 - Radiators and boilers
- 44621100 - Radiators
- 44621110 - Central-heating radiators
- 44621112 - Parts of central-heating radiators
- 42511110 - Heat pumps
- 42533000 - Parts of heat pumps
- 24111600 - Hydrogen
- 39715220 - Electric heating resistors
- 09331000 - Solar panels
- 71315410 - Inspection of ventilation system
- 42520000 - Ventilation equipment
- 09332000 - Solar installation
- 44621221 - Parts of central-heating boilers
- 71314000 - Energy and related services
- 71314300 - Energy-efficiency consultancy services
- 45331110 - Boiler installation work
- 45331100 - Central-heating installation work
- 45331000 - Heating, ventilation and air-conditioning installation work
two.2.3) Place of performance
NUTS codes
- UKM83 - Inverclyde, East Renfrewshire and Renfrewshire
Main site or place of performance
Various locations throughout the geographical boundaries of the participating councils and associate members within Scotland.
two.2.4) Description of the procurement
The sublots under this lot include; gas boilers, heating systems, heating controls and hot water cylinders, electric heating, storage heaters, infrared and panel heating, air source heat pumps, ground source heat pumps, under floor heating, ventilation systems, biomass boilers.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 50
Price - Weighting: 50
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
There is an option to extend the framework period for up to 12 months subject to satisfactory operation and performance. Any period of extension will be at the sole discretion of Scotland Excel.
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2.14) Additional information
Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015. Please see the Invitation to tender contained on the PCS-Tender project relevant to this procurement and the other Procurement Documents for further Information.
two.2) Description
two.2.1) Title
Renewables and energy storage measures
Lot No
4
two.2.2) Additional CPV code(s)
- 09300000 - Electricity, heating, solar and nuclear energy
- 09331000 - Solar panels
- 09332000 - Solar installation
- 09331100 - Solar collectors for heat production
- 09331200 - Solar photovoltaic modules
- 09330000 - Solar energy
- 09000000 - Petroleum products, fuel, electricity and other sources of energy
- 45261215 - Solar panel roof-covering work
- 71314000 - Energy and related services
- 71314300 - Energy-efficiency consultancy services
- 31158100 - Battery chargers
- 31712347 - Power or solar diodes
- 45321000 - Thermal insulation work
two.2.3) Place of performance
NUTS codes
- UKM83 - Inverclyde, East Renfrewshire and Renfrewshire
Main site or place of performance
Various locations throughout the geographical boundaries of the participating councils and associate members within Scotland.
two.2.4) Description of the procurement
The sublots for this lot will include; Solar PV, Electricity Battery Storage, Solar Thermal and Heat Battery.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 50
Price - Weighting: 50
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
48
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
There is an option to extend the framework period for up to 12 months subject to satisfactory operation and performance. Any period of extension will be at the sole discretion of Scotland Excel.
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2.14) Additional information
Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015. Please see the Invitation to tender contained on the PCS-Tender project relevant to this procurement and the other Procurement Documents for further Information.
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
SPD (Scotland) Question 4A.2 Gas Appliances - For sub-lot 3.1 which require work on gas appliances, Tenderers will be required to confirm that they are registered on the Gas Safe Register, as required by law, and that such Works will be carried out by competent persons who have suitable training, experience and qualifications and maintain membership of any scheme required by law.
SPD (Scotland)Question 4A. 2 Energy Efficiency Assessors - For sub-lot 1.3, Tenderers are required to confirm they are a member of an Approved Organisation under the Energy Performance of Buildings Regulations (Scotland) 2008 to be considered for award on sub-lot 1.3 of the framework to produce Energy Performance Certificates (EPCs). ‘Approved Organisations’ are as registered at the following web address:
https://www.scottishepcregister.org.uk/assessorsearch
three.1.2) Economic and financial standing
List and brief description of selection criteria
1. SPD(Scotland) Question 4B.5: Insurance Requirements
2. SPD(Scotland) Questions 4B.6: Economic and Financial Standing
Minimum level(s) of standards possibly required
1. SPD(Scotland) Question 4B5: Insurance Requirements
Tenderers must confirm they already have or commit to obtain prior to the commencement of the Framework Contract, the following levels of insurance on terms compatible with the requirements of the Framework Contract for:
Lot 1 (Professional Services) and 4 (Renewables and energy storage measures):
-Employers’ Liability – in accord with Regulation 5 of the Employers' Liability (Compulsory Insurance) Regulations 1998 (as amended) to a minimum indemnity limit of 5 million GBP for each and every claim.
-Public/Products Liability to a minimum of 10 million GBP for each and every claim and in the aggregate in respect of Products.
-Professional Indemnity to a minimum of 2 million GBP in the aggregate.
-Third party motor vehicle insurance of 5 million GBP in respect of each and every claim in respect of third party property damage; unlimited in respect of injury
Lot 2 (Building Fabric Measures) and 3 (Heating, Hot Water and Ventilation Measures):
-Employers’ Liability – in accord with Regulation 5 of the Employers' Liability (Compulsory Insurance) Regulations 1998 (as amended) to a minimum indemnity limit of 5 million GBP for each and every claim.
-Public/Products Liability to a minimum of 10 million GBP for each and every claim and in the aggregate in respect of Products.
-Third party motor vehicle insurance of 5 million GBP in respect of each and every claim in respect of third party property damage; unlimited in respect of injury
Tenderers must note that where a Work Order under the Framework Contract incorporates services requiring the design of building fabric measures or heating, hot water and ventilation measures or requires advice on the establishment of the measures the Council may require Professional Indemnity insurance for the relevant Work Order. This will not form part of the selection criteria for access to the Framework Contract for lots 2 or 3, but where applicable, will be requested within the Work Order. Where a Work Order incorporates a requirement for Professional Indemnity insurance for lots 2 and 3 this will be conducted using the competitive selection procedure to allow the rates submitted for that Work Order to reflect the additional costs for obtaining and maintaining this insurance.
Tenderers must note that where the Council instructs a Work Order under the SBCC Standard Building Contract with Quantities for use in Scotland (2016 Edition) the Council may require Contractors All Risk - Contract Works insurance. This will not form part of the selection criteria for access to the Framework Contract, but where applicable, will be requested within the Work Order. Where a Work Order incorporates a requirement for Contractors All Risk - Contract Works insurance this will be conducted using the competitive selection procedure to allow the rates submitted for that Work Order to reflect the additional costs for obtaining and maintaining this insurance.
2. SPD(Scotland) Question 4B6: Economic and Financial Standing
A search of the Tenderer against Equifax’s Protect will not return a ‘Warning’ or ‘Caution’ returnable code or any neutral code. If a ‘Warning’ or ‘Caution’ returnable code or any neutral code is returned, the Tenderer confirms that it can provide any other document which Scotland Excel considers appropriate to prove to Scotland Excel (acting within its permitted discretion under the applicable public procurement rules) that the Tenderer does/would not present an unmanageable risk should it be appointed on to the proposed Framework Contract.
Tenderers relying on the financial standing of a parent company who are unable to commit to obtaining a parent company guarantee may be assessed as a FAIL and will be excluded from the competition.
three.1.3) Technical and professional ability
List and brief description of selection criteria
1. SPD(Scotland) Question 4C.5 Complex products or services
2. SPD(Scotland) Question 4C.10 Subcontracting
3. SPD(Scotland) Question 4C.11 Samples
4. SPD(Scotland) Question 4D.1 Quality Management Procedures
5. SPD(Scotland) Question 4D.1 Health and Safety Procedures and Breaches
6. SPD(Scotland) Question 4D.2 Environmental Management Procedures
Minimum level(s) of standards possibly required
Further to the identified selection criteria outlined above, full guidance and the minimum levels of standards required are outlined in the “1320 Energy Efficiency Contractors_III1.3 Technical and Professional Ability” document, which can be found in the “Information and Instructions” folder in the “Buyer Attachment” area, within ITT 38711 of project 18193.
three.2) Conditions related to the contract
three.2.2) Contract performance conditions
For full details of the conditions relevant to the proposed Framework Contract and contracts to be called off thereunder (to the extent known or settled at this stage), please see the tender documents (details of how to access these are set out in section "I.3, Communication"
of this Contract Notice).
Scotland Excel will require the members of any tendering group of entities (including, but not limited to consortium members, members of a group of economic operators and/or sub-contractors) to be jointly and severally liable for the performance of the contract (no matter the legal form taken by those entities in order to enter into the contract).
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
four.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 60
four.1.6) Information about electronic auction
An electronic auction will be used
Additional information about electronic auction
Whilst an electronic auction will not be used in the procurement process to award onto this framework agreement, tenderers should be aware that e-auctions may be used to Call-Off under the framework in accordance with Regulation 36 of The Public Contracts (Scotland)Regulations 2015.
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.1) Previous publication concerning this procedure
Notice number: 2020/S 189-457512
four.2.2) Time limit for receipt of tenders or requests to participate
Date
8 October 2021
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: 18 April 2022
four.2.7) Conditions for opening of tenders
Date
8 October 2021
Local time
12:00pm
Information about authorised persons and opening procedure
Scotland Excel Officers and Members
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
six.3) Additional information
Scotland Excel is a central purchasing body and is procuring this framework on behalf of the following contracting authorities (and successor bodies):
A) The 32 local authorities in Scotland as listed at http://www.scotland-excel.org.uk/home/aboutus/ourmembers.aspx
B) Scotland Excel associate members as listed at http://www.scotland-excel.org.uk/home/Aboutus/Ourmembers/Associate-members.aspx
C) any Integration Authority, or other body, established pursuant to the Public Bodies (Joint Working)(Scotland)Act 2014.
D) Any Scottish Registered Social Landlords listed on the public register of the Scottish Housing Regulator:
http://directory.scottishhousingregulator.gov.uk/Documents/Landlord%20Register.pdf as at the date of publication of this notice.
E) Tayside Contracts
F) Advanced Procurement for Universities and Colleges (APUC Ltd) and their member organisations across the higher and further education sector in Scotland and their associated and affiliated bodies.
G) Scottish Prison Service (SPS) and all establishments owned and managed by the Scottish Ministers through the Scottish Prison Service;
H) Scottish National Health Service Authorities and Trusts
I) Transport Scotland
J) Scottish Government
Subject to each contracting authority entering into/maintaining relevant membership agreement or other access agreement with Scotland Excel.
Tenderers are advised that the envisaged maximum number of participants that might be appointed to the proposed framework agreement set out in section IV.1.3 of this contract notice is purely indicative. Scotland Excel reserves the right to appoint more or less tenderers than the envisaged maximum number to the proposed framework agreement.
Tenderers are advised that whether electronic auction, electronic ordering, invoicing and payment will be used or accepted is at the discretion of each Scotland Excel Council, Associate Member or other Bodies Participating which will be settled by them during the procedure for the call-off of a contract under this proposed framework agreement.
Further information regarding the operation of the framework can be found within the tender documentation which is available in the relevant PCS-T project for this procurement exercise.
Scotland Excel have provided a webinar link providing tendering guidance for suppliers Link:(http://www.scotland-excel.org.uk/home/Suppliers/Tendering-process.aspx)
In line with Regulation 72 of the Public Contracts (Scotland) Regulations 2015, Contract and Framework agreements may be modified without a new procurement procedure in accordance with this Part in some cases. Further details of the cases this is permitted can be found in the document "1320 Energy Efficiency Contractors - Regulation 72", within the "Information & Instructions" folder in the "Buyer Attachments" area of the PCS-T project for this procurement.
Variant offers will be considered at Scotland Excel's discretion where the offer complies with the conditions for participation referred to herein at III.1.
The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 18193. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343
A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363
Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361
A summary of the expected community benefits has been provided as follows:
Community Benefits will be assessed under the technical section. Full guidance on the scoring of community benefits is contained in the
"Information and Instructions" folder which can be found in the "Buyer Attachment" area of ITT_38711 and project_18193, 1320 Energy Efficiency Contractors.
(SC Ref:645316)
six.4) Procedures for review
six.4.1) Review body
Court of Session
Parliament Square
Edinburgh
EH1 1RQ
Country
United Kingdom
six.4.2) Body responsible for mediation procedures
Please refer to VI.4.3 below
UK
Country
United Kingdom
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
Precise information on deadline(s) for review procedures:
An economic operator that suffers, or risks suffering, loss or damage attributable to breach of duty under the Public Contracts (Scotland)
Regulations 2015 (SSI 2015/446, as amended) may bring proceedings in the Sheriff Court or the Court of Session in accordance with
Regulation 88 of the 2015 Regulations.
six.4.4) Service from which information about the review procedure may be obtained
Court of Session
Parliament Square
Edinburgh
EH1 1RQ
Country
United Kingdom