Section one: Contracting authority
one.1) Name and addresses
Scottish Government
Victoria Quay, Leith
Edinburgh
EH6 6QQ
Contact
Marc Jones
Country
United Kingdom
NUTS code
UKM - Scotland
Internet address(es)
Main address
Buyer's address
https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10482
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
https://www.publictendersscotland.publiccontractsscotland.gov.uk
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.publictendersscotland.publiccontractsscotland.gov.uk
one.4) Type of the contracting authority
Ministry or any other national or federal authority
one.5) Main activity
General public services
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Local Heat and Energy Efficiency Strategies Review
Reference number
Case/663233
two.1.2) Main CPV code
- 73110000 - Research services
two.1.3) Type of contract
Services
two.1.4) Short description
LHEES are at the heart of a place based, locally led and tailored approach to delivering the transition to climate-friendly, more energy efficient homes and non-domestic buildings. These local Strategies will underpin an area-based approach to heat and energy efficiency planning and delivery. They will set out the long-term plan for decarbonising heat in buildings and improving their energy efficiency across an entire local authority area.
The Local Heat and Energy Efficiency Strategies (Scotland) Order 2022 came into force on 21 May 2022. The Order sets out a legal requirement for local authorities to produce Local Heat and Energy Efficiency Strategies and Delivery Plans by 31 December 2023 and update them every five years. The Order was developed in partnership with COSLA and creates a clear statutory basis that will ensure consistency and comprehensive coverage across Scotland against a common minimum standard, raising the profile of local Strategies with industry and investors.
To fulfil their statutory duty as set out in the Order, the Scottish Government has published LHEES Guidance, which sets out what is required in terms of the production and content of an LHEES. The Scottish Government has also made available to all 32 local authorities an LHEES Methodology, which is a more detailed, step by step approach, representing best practice in how to produce an LHEES. However the LHEES Methodology isn’t mandatory, local authorities are able to modify their approach to reflect local circumstances as long as they fulfil the requirements as set out in the LHEES Guidance.
two.1.5) Estimated total value
Value excluding VAT: £150,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 09300000 - Electricity, heating, solar and nuclear energy
two.2.3) Place of performance
NUTS codes
- UKM - Scotland
two.2.4) Description of the procurement
LHEES are at the heart of a place based, locally led and tailored approach to delivering the transition to climate-friendly, more energy efficient homes and non-domestic buildings. These local Strategies will underpin an area-based approach to heat and energy efficiency planning and delivery. They will set out the long-term plan for decarbonising heat in buildings and improving their energy efficiency across an entire local authority area.
The Local Heat and Energy Efficiency Strategies (Scotland) Order 2022 came into force on 21 May 2022. The Order sets out a legal requirement for local authorities to produce Local Heat and Energy Efficiency Strategies and Delivery Plans by 31 December 2023 and update them every five years. The Order was developed in partnership with COSLA and creates a clear statutory basis that will ensure consistency and comprehensive coverage across Scotland against a common minimum standard, raising the profile of local Strategies with industry and investors.
To fulfil their statutory duty as set out in the Order, the Scottish Government has published LHEES Guidance, which sets out what is required in terms of the production and content of an LHEES. The Scottish Government has also made available to all 32 local authorities an LHEES Methodology, which is a more detailed, step by step approach, representing best practice in how to produce an LHEES. However the LHEES Methodology isn’t mandatory, local authorities are able to modify their approach to reflect local circumstances as long as they fulfil the requirements as set out in the LHEES Guidance.
The Scottish Government is looking to appoint a supplier to deliver three objectives in relation to the review, summarisation and collation of all 32 local authorities’ Local Heat and Energy Efficiency Strategies and Delivery Plans.
Part 1 – Review of draft LHEES
- The supplier will provide a review function for local authorities’ draft Strategies and Delivery Plans. Reviewing of the draft Strategy and Delivery Plan documentation against the expectations outlined within the LHEES Guidance.
- The supplier will act as a critical friend providing feedback to local authorities regarding the quality and clarity of their draft and importantly whether it fulfils the requirements as set out in the LHEES Guidance.
Part 2 – Review and summary of published LHEES
- Once local authorities publish their LHEES (by the end of 2023) and building on any reviews carried out in Part 1 and any reviews done by others ahead of the contract award, the supplier will review all published Strategies and Delivery Plans against the LHEES Guidance and provide a summary report of all 32 local authorities’ LHEES drawing out key themes and actions that may need to be considered at a national level.
Part 3 – Collation of data
- The supplier will collate, catalogue and combine all relevant LHEES data from published strategies and delivery plans. The collation, cataloguing and combining of data will include:
- Collation of data from all local authorities and from their published strategies and delivery plan documents.
- Cataloguing of data, as a minimum, against the six LHEES considerations outlined in Annex A of the LHEES Guidance and also data associated with strategic zoning and delivery area zoning as defined in the LHEES Guidance.
- Combining of data from all local authorities based into a national data set. The supplier may need to perform some conversions to the data formats provided to enable the creation of a national dataset of a single format.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 70
Price - Weighting: 30
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
18
This contract is subject to renewal
Yes
Description of renewals
The initial contract is for a period of 18 months. An optional extension period may be utilised for up to a further 6 months.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.2) Economic and financial standing
List and brief description of selection criteria
SPD 4B.4 -
Bidders must demonstrate a Current Ratio of no less than 1. Current Ratio will be calculated as follows: Total current assets divided by Total current liabilities.
There must be no qualification or contra-indication from any evidence provided in support of the bidders economic and financial standing.
SPD 4B.5 -
The bidder confirms they already have or can commit to obtain, prior to the commencement of the contract, the levels of insurance cover indicated below:
Public Liability: in the sum of not less than 2 million GBP.
Professional Risk Indemnity: in the sum of not less than 2 Million GBP.
Employer's (Compulsory) Liability: in accordance with any legal obligation for the time being in force but in any event in the sum of not less than 5 Million GBP.
Such insurance must be maintained for the duration of the Contract and for a minimum of 5 years following the expiry or termination of the Contract.
Minimum level(s) of standards possibly required
SPD 4B.4 -
Bidders must demonstrate a Current Ratio of no less than 1. Current Ratio will be calculated as follows: Total current assets divided by Total current liabilities.
SPD 4B.5 -
Public Liability: in the sum of not less than 2 million GBP.
Professional Risk Indemnity: in the sum of not less than 2 Million GBP.
Employer's (Compulsory) Liability: in accordance with any legal obligation for the time being in force but in any event in the sum of not less than 5 Million GBP.
Such insurance must be maintained for the duration of the Contract and for a minimum of 5 years following the expiry or termination of the Contract.
three.1.3) Technical and professional ability
List and brief description of selection criteria
SPD 4C.1.2 -
Supply/Service Contracts – examples of relevant experience in last three years
SPD 4C.4 -
Bidders must provide a statement of the relevant supply chain management and/or tracking systems used.
Minimum level(s) of standards possibly required
SPD 4C.1.2 -
Bidders will be required to provide examples of works carried out in the past five years that demonstrate that they have the relevant experience to deliver the work as described in part II.2.4 of the Find a Tender Service Contract Notice or the relevant section of the Site Notice.
SPD 4C.4 -
Suppliers required to confirm they have (or have access to) the relevant supply chain management and tracking systems to ensure a resilient and sustainable supply chain. This will include confirmation that they have the systems in place to pay subcontractors through the supply chain promptly and effectively, and provide evidence when requested of:
a) their standard payment terms
b) ≥95% of all supply chain invoices being paid on time (in accordance with the terms of contract) in the last financial year.
If the bidder is unable to confirm (b) they must provide an improvement plan, signed by their Director, which improves the payment performance.
three.2) Conditions related to the contract
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
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.2.2) Time limit for receipt of tenders or requests to participate
Date
18 September 2023
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.7) Conditions for opening of tenders
Date
18 September 2023
Local time
12:00pm
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
The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 24936. 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
(SC Ref:741916)
six.4) Procedures for review
six.4.1) Review body
Edinburgh Sheriff Court and Justice of the Peace Court
27 Chambers Street
Edinburgh
EH1 1LB
Country
United Kingdom