Contract

Administration and Management of the Community and Renewable Energy Scheme (CARES)

  • Scottish Government

F20: Modification notice

Notice identifier: 2024/S 000-024665

Procurement identifier (OCID): ocds-h6vhtk-048807

Published 6 August 2024, 12:39pm



Section one: Contracting authority/entity

one.1) Name and addresses

Scottish Government

Victoria Quay

Edinburgh

EH6 6QQ

Email

Sarah.Withers@gov.scot

Telephone

+44 1312449860

Country

United Kingdom

NUTS code

UKM - Scotland

Internet address(es)

Main address

http://www.scotland.gov.uk

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10482


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Administration and Management of the Community and Renewable Energy Scheme (CARES)

Reference number

CASE/530820

two.1.2) Main CPV code

  • 71314300 - Energy-efficiency consultancy services

two.1.3) Type of contract

Services

two.2) Description

two.2.2) Additional CPV code(s)

  • 71314300 - Energy-efficiency consultancy services

two.2.3) Place of performance

NUTS codes
  • UKM - Scotland

two.2.4) Description of the procurement at the time of conclusion of the contract:

The Scottish Government (Energy Division) sought a suitably qualified and experienced service provider (Service Provider), to deliver the Community and Renewable Energy Scheme (CARES) in Scotland.

The main components of CARES are local energy ownership and shared ownership both of which are facilitated through a range of interventions summarised as follows:

- CARES is designed to support the delivery of the Scottish Government’s targets:

- Of 2 Gigawatts by 2030, and

- We will encourage developers to offer community benefit and shared ownership opportunities as standard on all new renewable energy projects, including repowering and extensions to existing projects.

- Net zero emissions by 2045

- The Service Provider may be required to implement additional and or enhanced interventions to support decarbonisation and a more localised energy supply and demand in line with Scottish Government policy and priorities.

— Bespoke advice and support to eligible applicants on a broad range of issues involved in owning a renewable energy project, or taking a share in a commercial scheme.

— Administration and management of a range of grant and loan support schemes, from start-up grants through to post planning capital loans to help projects reach financial closure and/or reach investor readiness.

— The promotion of CARES which is mainly facilitated through a dedicated website and annual conference.

— Support for a local energy systems approach, understanding of how local energy systems are developed and operate, including integration of generation, storage, supply and demand modification technology.

The Service Provider is responsible for reviewing the support currently in place to ensure it can continue to deliver the Scottish Government's ambitions and targets.

The requirement also includes:

— Loans — recovery of all existing loan repayments from current loan schemes, including those which have been closed or will no longer be available at the contract start date.

— Grants — the need to ensure recipients comply with the terms and conditions of issue.

— Administration and management including the processing, assessment and decision-making of applications received to the various funding programmes.

— Support on complex financial matters associated with investing in a renewable energy and or low carbon project including the refinancing of operational projects.

The period of contract is from 1 April 2021 to 31 March 2025.

two.2.7) Duration of the contract, framework agreement, dynamic purchasing system or concession

Start date

1 April 2021

End date

31 March 2025

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 four. Procedure

four.2) Administrative information

four.2.1) Contract award notice concerning this contract

Notice number: 2021/S 094-248729


Section five. Award of contract/concession

Contract No

CASE/530820

Title

Administration and Management of the Community and Renewable Energy Scheme (CARES)

five.2) Award of contract/concession

five.2.1) Date of conclusion of the contract/concession award decision:

24 March 2021

five.2.2) Information about tenders

The contract/concession has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor/concessionaire

Energy Saving Trust

Ocean Point 1, 94 Ocean Drive

Edinburgh

EH6 6JH

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor/concessionaire is an SME

No

five.2.4) Information on value of the contract/lot/concession (at the time of conclusion of the contract;excluding VAT)

Total value of the procurement: £3,999,832


Section six. Complementary information

six.3) Additional information

(SC Ref:770451)

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

Telephone

+44 1312252525

Country

United Kingdom

Internet address

https://www.scotcourts.gov.uk/the-courts/court-locations/edinburgh-sheriff-court-and-justice-of-the-peace-court


Section seven: Modifications to the contract/concession

seven.1) Description of the procurement after the modifications

seven.1.1) Main CPV code

  • 71314300 - Energy-efficiency consultancy services

seven.1.2) Additional CPV code(s)

  • 71314300 - Energy-efficiency consultancy services

seven.1.3) Place of performance

NUTS code
  • UKM - Scotland

seven.1.4) Description of the procurement:

The Service Provider is responsible for the delivery of the administration and recovery of all existing loan repayments and the delivery and administration of existing grant schemes for the duration of the contract which includes management of the budget for the

following schemes:

2.2.1 CARES start-up grants

2.2.2 CARES Development Grants.

2.2.3 CARES Development Loans.

seven.1.5) Duration of the contract, framework agreement, dynamic purchasing system or concession

Start date

1 April 2021

End date

31 March 2025

seven.1.6) Information on value of the contract/lot/concession (excluding VAT)

Total value of the contract/lot/concession:

£3,999,832

seven.1.7) Name and address of the contractor/concessionaire

Energy Saving Trust

Ocean Point 1, 94 Ocean Drive

Edinburgh

EH6 6JH

Telephone

+44 1315557909

Country

United Kingdom

NUTS code
  • UKM75 - Edinburgh, City of
The contractor/concessionaire is an SME

No

seven.2) Information about modifications

seven.2.1) Description of the modifications

Nature and extent of the modifications (with indication of possible earlier changes to the contract):

The nature and scope of the contract remain the same. However an increased number of applications has necessitated an increase in staff count which is funded by this increase in contract value.

seven.2.2) Reasons for modification

Need for modification brought about by circumstances which a diligent contracting authority/entity could not foresee.

Description of the circumstances which rendered the modification necessary and explanation of the unforeseen nature of these circumstances:

The yearly scheme budget for CARES was indicated as being 5 million GBP for 21/22, including the administration and management fee for the scheme. The total budget allocated to the scheme in 22/23, including the administration and management fee, was increased to 8.5 million GBP resulting in greater demand than that predicted at the time of the contract award. This increased again in 23/24, and activity through CARES has again been high in 24/25, this could not have been foreseen.

seven.2.3) Increase in price

Updated total contract value before the modifications (taking into account possible earlier contract modifications, price adaptions and average inflation)

Value excluding VAT: £3,999,832

Total contract value after the modifications

Value excluding VAT: £4,731,628