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Published 17 Dec 2021, 15:15 GMT

Official UK procurement notice

Case 534484 Managing Agent for the Heat in Buildings Scotland National Scheme (HIBS)

Official notice

Authority: Scottish Government (Central government)

ServicesOpen procedure
Published estimate£728,000,000exc. VAT · 1 value update
Submissions closed 16 Sept 2022
Next notice expected 16 May 2022

What is being bought

Published requirement description

Managing Agent for the Heat in Buildings Scotland National Scheme (HIBS)

  • Recurrence: Unknown at this time.

CPV: Building completion work · Building installation work · Central-heating installation work · Energy-management services · Heat pumps · Insulation work

The lotProcurement structure

single lot · value published
Lot #1The Scottish Government intends to procure a contract for the delivery of a new…RenewalPublished value£728,000,000

The Scottish Government intends to procure a contract for the delivery of a new national scheme (“the Scheme”) as part of its Heat in Buildings programme. Due to go live in 2023, the Scheme will target support at households which are in fuel poverty or at risk of being in fuel poverty.

The Scottish Government wishes to appoint a Managing Agent for the Scheme. This Managing Agent will be responsible for managing the customer journey from referral onwards – this will include identifying the measures which are suitable for the dwelling, carrying out a technical survey, installing the measures, arranging a post-installation inspection and putting in place a service warranty. The measures installed will include insulation, heating and micro generation measures, with a focus on zero emissions heating systems where this is not detrimental to Scottish Government fuel poverty objectives.

SPD (SCOTLAND)

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Bidders must respond to each question in the Qualification Envelope in PCS-T.

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The SPD will be scored on a 'Pass'/'Fail' basis. Only tenders that achieve a ‘Pass’ for all questions in the SPD will have their tender considered further.

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2D.1, 2D.1.1 and 2D.1.2 -

Bidders must confirm if they intend to subcontract any share of the Contract, to list proposed subcontractors and submit a 'SPD (Scotland) - Subcontractors - Supplier Response' for each.

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SPD 4D.1 -

Bidders must confirm they hold a UKAS (or equivalent) accredited certificate of compliance in accordance with ISO 9001 (or equivalent).

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Bidders must confirm they hold a UKAS (or equivalent), accredited certificate of compliance in accordance with ISO 45001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement forum.

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SPD 4D.2 -

Bidders must confirm they hold a UKAS (or equivalent) accredited certificate of compliance with ISO 14001 (or equivalent) or a valid EMAS (or equivalent) certificate. Additional information: The Scottish Government recognise the ongoing transition to zero emissions heating and associated new emerging technologies, which are expected to be reflected in the lifetime of this contract.

Delivery: Scotland
Extensions: The contract value is estimated to be no less than 42 million GBP for each financial year from the Commencement Date and could reach an average of 84 million GBP for each financial year. In addition, the Scottish Government reserves the option to scale-up the contract by up to an average of an additional 20 million GBP for each financial year from the Commencement Date. · The Scottish Government reserve the option to extend the contract for a period of up to maximum of 24 months.Variant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 60%Price: 40%
Published sub-criteria (2)
  • Quality (Technical): 60%
  • price: 40%
Published award criteria (2)
  • Quality (Technical): 60
  • Price: 40
Conditions of participation2
  • Economic & financial standing

    SPD 4B.1.1 -

    Bidders will be required to have a minimum “general” yearly turnover of 10,000,000 GBP for the last two years.

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    SPD 4B.4 -

    Bidders must demonstrate a Current Ratio of no less than 1.0 in each of the last two financial years.

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    Current Ratio will be calculated as follows:

    Total current assets divided by Total current liabilities.

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    There must be no qualification or contra-indication from any evidence provided in support of the bidders economic and financial standing.

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    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:

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    Professional Risk Indemnity: in the sum of not less than five million pounds (5,000,000 GBP) in the aggregate and which will be index linked for each year.

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    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 ten million pounds (10,000,000 GBP) for any one incident and the number of incidents being unlimited in any annual period of insurance.

    .

    Public Liability: in the sum of not less than thirty million pounds (30,000,000 GBP) and which will be index linked for each year for any one incident and the number of incidents being unlimited in any annual period of insurance.

    .

    Product Liability: in the sum of not less than ten million pounds (10,000,000 GBP) and which will be index linked for each year for any one incident and the number of inci…

  • Technical & professional ability

    SPD 4C.4 -

    Bidders must provide a statement of the relevant supply chain management and/or tracking systems used.

    .

    SPD 4C.7 -

    Bidders must provide details of the environmental management measures which they will be able to use when performing the contract and to demonstrate knowledge of the climate emergency and the impact of their organisation, including their organisation’s own scope 1 and 2 emissions by means of a completed Bidder ‘priority contract’ Climate Change Plan Template.

    .

    SPD 4C.10 -

    Bidders are required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.

Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Closed
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Yes · Unknown at this time.
First published
17 Dec 2021, 15:15 GMT
Last source update
27 Jul 2022, 08:52 BST
Award evaluation window
16 Sept 2022 – …
Authority reference
Case 534484
FTS notice number
2022/S 000-020403
Classification (CPV)
Building completion workBuilding installation workCentral-heating installation workEnergy-management servicesHeat pumpsInsulation work
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-03030d Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Performance terms

It shall be a condition of the Contract that the appointed Service Provider shall deliver a validly executed Performance Bond, as set out in the tender documents.

It shall be a condition of the Contract that, if required by the Scottish Government, the appointed Service Provider shall deliver a validly executed Parent Company Guarantee in the form set out in the tender documents.

Publisher note: AWARD STAGE . The Award Criteria are Quality 60% / Price 40%. . Except for Technical Award Criteria I1 and I2, the scoring methodology shall be: . 0 = Unacceptable. Nil or inadequate response. Fails to demonstrate an ability to meet the requirement . 1 = Poor. Response is partially relevant but generally poor. The response addresses some elements of the requirement but contains insufficient/limited detail or explanation to demonstrate how the requirement will be fulfilled. . 2 = Acceptable. Response is relevant and acceptable. The response addresses a broad understanding of the requirement but may lack details on how the requirement will be fulfilled in certain areas. . 3 = Good. Response is relevant and good. The response is sufficiently detailed to demonstrate a good understanding and provides details on how the requirements will be fulfilled. . 4 = Excellent. Response is completely relevant and excellent overall. The response is comprehensive, unambiguous and demonstrates a thorough understanding of the requirement and provides details of how the requirement will be met in full. . In Technical Award Criteria I1, bidders will be asked to commit to delivering the minimum targets in the Skills Development Plan contained in Annex 1D to Schedule 1 (Section C) during the Initial Term. Bidders who fail to answer “Yes” will not have their tender considered further. . In Technical Award Criteria I2, scores shall be calculated as follows: . a) An I2 Points Total will be calculated as set out in the I2 spreadsheet, which bidders are to complete. . b) The highest I2 Points Total will be awarded 100% of the marks available. The I2 score for the remaining bidders will be determined by allocating a mark for each bidder’ I2 Points Total relative to the highest I2 Points Total using formula:(Tenderers’ I2 Points Total / Highest I2 Points Total). . Bidders must confirm they will pay staff involved in contract delivery at least the real Living Wage. Bidders who fail to answer “Yes” will not have their tender considered further. . Bidders must confirm they will include the standard clause in all sub contracts ensuring payment of sub-contractors at all stages of the supply chain within 30 days and include a point of contact for payment difficulties. Bidders who fail to answer “Yes” or “N/A” to this question will not have their tender considered further. The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 21942. 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: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: As described in Technical Award Criteria I1, bidders are asked to confirm to delivery of the minimum targets specified in the Skills Development Plan contained in Annex 1D to Schedule 1 (Section C) during the Initial Term. . Bidders are also required to propose additional quantities in excess of those minimum targets. . Bidders are also required to set out their proposed methodology to ensure delivery of their Community Benefit proposals. (SC Ref:701181)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding

Tender documents are also served through a separate tool: https://www.publictendersscotland.publiccontractsscotland.gov.uk ↗

Submission deadline
16 Sept 2022, 14:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
16 Sept 2022, 14:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

16 May 2022 → 16 Sept 2022 · 4 dates
  1. Next notice expected
    16 May 2022, 00:00 BST
  2. Notice published
    27 Jul 2022, 08:52 BST
  3. Submission deadline
    16 Sept 2022, 14:00 BST
  4. Bids opened
    16 Sept 2022, 14:00 BST

Notice history

4 events · 2 releases on Find a Tender · since 27 Jul 2022
  1. Published value published: £728,000,000
    27 Jul 2022, 08:52 BST
  2. Status changed to active
    27 Jul 2022, 08:52 BST
  3. Procurement method changed
    27 Jul 2022, 08:52 BST
  4. Deadline published: 16 Sept 2022, 14:00 BST
    27 Jul 2022, 08:52 BST

Contracting authority & participating public bodies

Scottish Government

Contracting authorityCentral GovernmentMinistry or any other national or federal authority, including their regional or local subdivisionsGeneral public services 4 Atlantic Quay, 70 York St, Glasgow, Scotland, G2 8EAContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Edinburgh Sheriff CourtReview body Edinburgh

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.