Domestic Energy Efficiency Delivery Partner Framework

Concepts

• portsmouth
• construction project management
• whc
• delivery of energy efficiency works
• delivery of domestic energy efficiency measures
• domestic energy services
• framework providers
• local authority delivery
• energy efficiency
• provision of energy support

Location

Leicestershire, Rutland and Northamptonshire: Membership to the Warmer Homes Consortium (WHC) is open to any Local Authority or Registered Provider located within the South West, South East, London and East of England. The current WHC members are as follows: • Adur and Worthing Councils • Arun District Council • Basingstoke and Dean Borough Council • Brighton and Hove City Council • Chichester District Council • Crawley Borough Council • Croydon Council • East Hampshire District Council • Eastleigh Borough Council • Fareham Borough Council • Gosport Borough Council • Havant Borough Council • Horsham District Council • Mid Sussex District Council • New Forest District Council • Peterborough City Council • Portsmouth City Council • Rushmoor Borough Council • Rutland County Council • Southampton City Council • Winchester The framework will be used for delivery of efficiency measures across the geographical areas covered by current and future participating WHC members.

Description

Portsmouth City Council - the 'council' - is inviting requests from suitably qualified suppliers to participate in the establishment of a Domestic Energy Efficiency Delivery Partner Framework for the delivery of domestic energy efficiency measures. The council is seeking to work with a primary provider who will manage funds on behalf of the council for the allocation of funding and delivery of energy efficiency works related to funding streams made available by the Department for Business, Energy & Industrial Strategy (BEIS). Such funding streams are likely to include for, but not be limited to, the following schemes: • Local Authority Delivery (LAD) • Home Upgrade Grant (HUG) • Social Housing Decarbonisation Funding (SHDF) • Warm Homes Funding (WHF) The broad scope of activities which are envisaged to be covered by the framework agreement is summarised within Section II.2.4 below. The council leads a group of 21 partner local authorities under the banner of the Warmer Homes Consortium (WHC). WHC membership is open to any Local Authority or Registered Provider located within the South West, South East, London and East of England. The current WHC members are listed within Section II.2.3. Whilst the framework will be used for delivery of efficiency measures across the geographical areas covered by the participating WHC members, the work will be managed through the council who will be the sole party to the agreement and resulting call off contracts. The council is targeting award of the framework agreement by 3rd March 2023. Once in place the agreement will run for a duration of 4 years. Estimates for spend across the term of the agreement are: • Direct consideration to framework providers(s): £5M - £20M • Associated total expenditure of grant monies for energy efficiency works: £50M - £200M Expenditure via the framework will be dependent upon the securing of future funding and uptake by WHC members. No guarantees can be made in respect of the value estimates stated which may be significantly exceeded should significant additional related funding streams and / or further WHC participation be secured over the term of the agreement. Whilst the council is seeking to work with a single primary provider, 3-4 overall providers will be appointed onto the framework agreement. The top ranked provider will act as the primary delivery partner provider with call off contracts generally let via direct award with the remaining providers held in contingency in case of any significant performance issues. In addition the council may also opt to invite all providers to submit mini-competition proposals for project commissions which may require the development of alternative delivery models, access to specialist resources, etc. The council will run the procurement process to establish the framework agreement in accordance with the Open Procedure as defined within the Public Contracts Regulations (2015) in accordance with the following target programme: • Issue FTS Contract Notice - 15.12.22 • Tender return deadline - 27.01.23 at 12:00(noon) • Notification of award decision - 20.02.23 • Framework commencement - 03.03.2023 The council has issued tender document via its e-sourcing solution InTend, which interested providers should access for further information. The InTend system can be accessed free of charge via the following web address: https://in-tendhost.co.uk/portsmouthcc/aspx/Home The deadline for submissions onto the framework is Friday 27th January 2023 at 12:00 (noon).

Total Quantity or Scope

The council is aiming to deliver domestic energy services to all households in Portsmouth and surrounding area in order to mitigate fuel poverty, reduce energy and carbon use and develop and strengthen a local low-carbon supply chain. This includes the development and enhancement of existing schemes and funding; as well as identifying future opportunities, appropriate service and delivery of projects. Further details related to the provision of energy support via the Switched On Portsmouth service is available at the below links: • www.switchedonportsmouth.co.uk • Portsmouth City Council's Energy at Home Strategy 2020-25 (March, 2020) https://democracy.portsmouth.gov.uk/documents/s26302/Energy and Water at Home Strategy report with appendices.pdf • Portsmouth City Council's Home Energy Support Service (January, 2021) Home Energy Support Service progress update from October.pdf (portsmouth.gov.uk) In order to realise this ambition, the council wishes to appoint a primary provider with whom they can work in the long term to strengthen the Switched On Portsmouth services, bring in additional resource and provide innovation and opportunities relevant to the council's domestic objectives. The council currently offers (or has recently offered) a number of schemes, both capital projects and support services that will be included within the scope of this framework: • Capital schemes and values: Warm Homes Funding (£7.4m), LAD 1A (£3.1m), LAD 1B (£14.8m) and Sustainable Warmth (£31.9m) • Services and funding: Energy Redress Funding, Freephone advice line, home energy support visits, income maximisation services, small energy efficiency measures and broken boiler scheme. The LAD 1A/B projects, currently, are the most successful projects under this funding stream; both in terms of spend and numbers of households having received a measure. The council will work with the primary provider to help to further develop its reputation for delivery with BEIS and other funders. This framework will allow the council to build upon their work to date and standing with the partner authorities within the Portsmouth-led Warmer Homes Consortium. The primary provider will be a partner that coordinates a list of approved local installers to carry out retrofits associated with grant funding. There will be no requirement for the provider to act as the Principal Contractor. Social value, particularly a commitment to create local jobs in energy retrofit, is an important objective of the council. The council require that providers are installer neutral and provide no barriers to local SMEs and residents selecting which installer they would like to carry out works. Providers must also be open to using existing service providers and contractors which participating contracting authorities have compliant arrangements in place with. The scope of core service activities that the framework may be used to commission providers to undertake can be summarised as: Core Services: - Funding and Service Development - Customer Capture and support - Working with contractors - Delivery management - Social Value The council is not primarily seeking an installer, but rather a service provider with experience of working in the domestic energy efficiency sector; with a particular focus on project delivery of grant-funded schemes. Additional information: Whilst the framework agreement will provide an option for the council to directly enter into contracts for energy efficiency works, the significant majority of works arising from this procurement will be in respect of energy efficiency measures delivered directly to private sector residents, who as recipients of grant funding, will be able enter into contract directly with a suitably qualified installation contractor of their choice. It is the council's position that such private sector works as described above do not fall under the scope of public works as defined within the Public Contracts Regulations (2015) and whilst providers will be able to nominate themselves or other contractors as potential sourcing options to private sector grant recipients for the delivery of works no binding contractual exclusivity will be created. Where the council, or any of the other current or future Warmer Homes Consortium contracting authority members, contract directly for works this will likely be via existing compliantly procured contracts and / or framework agreements which the contracting authorities are already party to or are able to compliantly access. However, there may be occasion where the providers appointed via this procurement process may be called upon to establish new compliantly procured contracts, framework agreements or dynamic purchasing systems through which related works which fall under the scope of public works as defined within the Public Contracts Regulations (2015) may be sourced. Similarly, contracting authorities may also opt to source related public works via any suitable existing sourcing routes which providers may be able to offer and the contracting authorities are able to compliantly access.

CPV Codes

• 71541000 - Construction project management services
• 45311000 - Electrical wiring and fitting work
• 45315000 - Electrical installation work of heating and other electrical building-equipment
• 45317000 - Other electrical installation work
• 45321000 - Thermal insulation work
• 45324000 - Plasterboard works
• 45331000 - Heating, ventilation and air-conditioning installation work
• 45332000 - Plumbing and drain-laying work
• 45333000 - Gas-fitting installation work
• 45350000 - Mechanical installations
• 45410000 - Plastering work
• 45421100 - Installation of doors and windows and related components
• 45422100 - Woodwork
• 45430000 - Floor and wall covering work
• 45440000 - Painting and glazing work
• 45451000 - Decoration work
• 66171000 - Financial consultancy services
• 71240000 - Architectural, engineering and planning services
• 71250000 - Architectural, engineering and surveying services
• 71321200 - Heating-system design services
• 71321300 - Plumbing consultancy services
• 71321400 - Ventilation consultancy services
• 71510000 - Site-investigation services
• 71520000 - Construction supervision services
• 71540000 - Construction management services
• 71630000 - Technical inspection and testing services
• 75112000 - Administrative services for business operations
• 79340000 - Advertising and marketing services
• 79410000 - Business and management consultancy services
• 79421000 - Project-management services other than for construction work
• 79994000 - Contract administration services
• 79999200 - Invoicing services

Indicators

• This is a recurring contract.
• Renewals are not available.
• Professional qualifications are sought.

Other Information

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