Official UK procurement notice
Financial administration and management of Scottish Government heat and energy efficiency grant and loan schemes
Authority: Scottish Government (Central government)
Re-procurement plannedEnergy Loans and Grants Administration · tender expected
What is being bought
Published requirement descriptionThe Scottish Government is seeking a service provider to undertake the financial administration and management of a number of its heat and energy efficiency loan and grant schemes
CPV: Collection agency services · Energy-efficiency consultancy services · Financial transaction processing and clearing-house services · Loan brokerage services
The lotProcurement structure
single lot · value publishedLot #1The Scottish Government is seeking a suitably qualified and experienced Service…AwardedRenewalPublished value£61,500,000
The Scottish Government is seeking a suitably qualified and experienced Service Provider to undertake the financial administration and management of a number of the Purchaser’s loan and grant schemes, as described herein.
The required services include the processing of, and decision-making on, applications for those loan and grant schemes that are open during the course of the contract. It also includes the associated administration of loan and grant payments and repayments, including the repayment of outstanding loans from loan schemes which are either closed at contract start date or which close to new applications during the course of the contract.
The Contract has a maximum value of 61.5 million GBP if all extension options are taken up. It should be noted, however, that contract value is a function of demand, and that total demand cannot be accurately forecast
The purchaser is unable to provide any guarantee relating to application volumes but expects application volumes in year 1 of the contract across all live schemes to potentially range between 10,000 – 15,000, whilst applications in a potential year 5 of the contract have the potential to exceed 25,000. Additional information: Cyber Security will be scored on a 0-4 basis Tenderers must score a minimum moderated average of 2 to be taken forward to price quality ratio.
Tenderers must be Financial Authority Conduct registered at the time of contract award
What it takes to wini
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 morei
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).
Published sub-criteria (9)
- Service Delivery: 35
- Management Staffing and Resourcing: 10
- Service Management: 30
- Climate Change: 5
- Community Benefits: 5
- Fairwork First: 5
- Business Continuity and Disaster Recovery: 5
- Cyber Security: 5
- price: 30
Published award criteria (9)
- Service Delivery: 35
- Management Staffing and Resourcing: 10
- Service Management: 30
- Climate Change: 5
- Community Benefits: 5
- Fairwork First: 5
- Business Continuity and Disaster Recovery: 5
- Cyber Security: 5
- Price: 30
- Suitability
Tenderers must be registered by the Financial Conduct Authority at the time of contract award.
- Condition of participationno text publishedMinimum: Minimum level(s) of standards required: SPD 4B.4 Bidders must demonstrate a Current Ratio of no less than 1.0. Current Ratio will be calculated as follows: net current assets divided by net current liabilities. There must be no qualification or contra-indication from any evidence…
- Staff
- Names and qualifications of delivery staff must be submitted
- Price carries 30 of 130 points: a 10% discount moves about 3 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
- Awarded
- 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
- No (one-off requirement)
- First published
- 11 Apr 2023, 14:47 BST
- Last source update
- 2 Oct 2023, 12:19 BST
- Award evaluation window
- 13 Jun 2023 – …
- Authority reference
Case Ref 593743- FTS notice number
2023/S 000-028948- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-03bdceFind a Tender
- Performance terms
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: SPD will be scored on a pass/fail basis. The contract award criteria will be Price 30%/Quality 70 %. Question Scoring Methodology for Award Criteria outlined in invitation to tender: 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. Bidders must complete the SPD (Scotland) to demonstrate adherence to the Exclusion and Selection Criteria for this procurement. If there are named subcontractors/technicians upon which the bidder will rely to meet the selection criteria,these named parties must complete and reattach the SPD Supplier Response Form attached to SPD questions 2C.1.1 (Technicians) and 2D.1.2 (Subcontractors) on PCS-T. These parties must complete the first three sections of the SPD form, as well as any part of the section 4 selection criteria that the main bidder will rely upon the parties to fulfil. If parties have not yet been identified, this information may be required at a later date. Scottish Government reserves the right to request this information from relevant parties upon whom the main bidder will not rely to fulfil selection criteria. 4C.10 Bidders will be required to confirm whether they intend to sub-contract and if so, for what proportion of the contract. (SC Ref:741413)
How it was run
Official noticeTender documents are also served through a separate tool: https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html ↗
- Submission deadline
- 13 Jun 2023, 12:00 BST
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bid validity
- 180 days from the deadline
- Bids opened
- 13 Jun 2023, 13:00 BST
Timeline
24 Apr 2023 → 1 Dec 2023 · 5 dates- Next notice expected24 Apr 2023, 00:00 BST
- Submission deadline13 Jun 2023, 12:00 BST
- Bids opened13 Jun 2023, 13:00 BST
- Notice published2 Oct 2023, 12:19 BST
- Contract starts1 Dec 2023
Notice history
4 events · 3 releases on Find a Tender · since 28 Apr 2023- Status changed to active28 Apr 2023, 11:02 BST
- Procurement method changed28 Apr 2023, 11:02 BST
- Deadline published: 13 Jun 2023, 12:00 BST28 Apr 2023, 11:02 BST
- Status changed to complete2 Oct 2023, 12:19 BST
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Energy Saving TrustSubcontracting: declared | £61,500,000 † | — | Awarded |
Contracts
Contract 028948-2023-593743-1 · Energy Saving Trust
- Signed
- 7 Aug 2023
- Value
- £61,500,000
- Period
- … – 30 Nov 2026
- Status
- active
Bid statistics published by the authority
| Bids | SME | VCSE | Valid bid range |
|---|---|---|---|
| 2bids · 2 electronic · 2 from abroad | 0 | — | — |
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Sherrif HouseReview body
Bidders & participating suppliers
1 commercial party on the notice- Energy Saving TrustAwarded supplier
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.