Delivery of energy audits and energy planning sessions for community buildings

{
  "buyer": {
    "id": "org-38",
    "name": "Development Trusts Association Wales"
  },
  "date": "2025-08-05T11:53:34Z",
  "id": "ocds-kuma6s-154223-release-154223",
  "initiationType": "tender",
  "ocid": "ocds-kuma6s-154223",
  "parties": [
    {
      "address": {
        "locality": "Cardiff",
        "postalCode": "CF10 5EP",
        "streetAddress": "17 West Bute Street, Cardiff Bay, "
      },
      "contactPoint": {
        "email": "info@dtawales.org.uk",
        "name": "Matt Swan",
        "telephone": "+44 2920190260",
        "url": "http://www.dtawales.org.uk"
      },
      "id": "org-38",
      "name": "Development Trusts Association Wales",
      "roles": [
        "buyer"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "additionalClassifications": [
      {
        "description": "Energy-efficiency consultancy services",
        "id": "71314300",
        "scheme": "CPV"
      }
    ],
    "awardPeriod": {
      "endDate": "2025-09-04T00:00:00Z"
    },
    "communication": {
      "atypicalToolUrl": "https://sell2wales.gov.wales"
    },
    "description": "Provide a Wales-wide Community Buildings Energy Retrofit Reports Service for the Egin programme.It must contain the following elements:-\tOn-site energy/building assessments and associated data gathering by a qualified professional Retrofit Assessor in line with PAS2035:2023 as it applies to community buildings, with a member of the beneficiary organisation present wherever possible.-\tEnergy audit reports produced by the Retrofit Assessors, using a standard template and quality assured by a third party, is sent to the beneficiary organisation and to DTA Wales-\tThe Retrofit Assessor remains available within reason to follow up clarifications and explanations arising from the report-\tEnergy planning sessions (online or in person) subsequently held with beneficiary organisations to help them comprehend the report and identify immediate next steps, resulting in an energy action plan created by the service provider and delivered to \u00e2\u0080\u0093 ideally embedded within - the organisation (copy to DTA Wales).-\tAll reports to be of a professional standard and covered by PII held by the service provider.-\tWhen requested by a group, an assessor fluent in Welsh shall be assigned-\tSingle point of contact for DTA Wales to refer beneficiary organisations to, and to raise any issues, and who will attend regular management/progress meetings with DTA Wales-\tQuarterly progress reports delivered to DTA WalesReferrals for this service may come from :-\tOne of 8 counties that have been prioritised due to being under-served to date through Egin (Flintshire, Anglesey, Conwy, Vale of Glamorgan, Blaenau Gwent, Torfaen, Wrexham, Denbighshire)-\tAnywhere across Wales if an organisation is located within a high-ranking WIMD areaDTA Wales will manage the initial triage of groups as they come through the Egin programme and endeavour to manage the workflow to the contractor in the most effective and cost-efficient manner.Referrals will only be made for groups who have first signed up to the Egin programme for support and created an Egin Action Plan with support from DTA staff.We have an available budget of \u00c2\u00a345,000 for this work package, with which to deliver the maximum number of quality audits (including follow-up).It is understood that audits may be considered either standard or complex based on the nature of a building, and a higher rate charged for the latter which would reduce the total number of audits delivered within the budget.TimescaleThis service will cover a 10-month period from Sep 2025 to Jun 2026, or earlier if the available budget has been spent.NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=154223.The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.\n\nDTA Wales (dtawales.org.uk) seeks consultancy support to design, build and deliver services through the Egin programme to help community organisations make their buildings more energy efficient.Egin (egin.org.uk) is a programme led by DTA Wales that aims to unlock the collective power of communities in Wales to take their first steps in tackling climate change and becoming more sustainable. It is funded by the Dormant Assets Scheme which is managed by the National Lottery Community Fund (TNLCF). It launched in Feb 2023 and is funded until 2029.Beneficiaries of Egin support can include organisations seeking to make their community building more energy efficient and potentially generate their own renewable energy.TNLCF offers Egin Grants of up to \u00c2\u00a315k to groups who have received Egin support to help turn their climate action ideas into reality.From September 2025 DTA Wales will be providing an online Community Building Hub to offer helpful resources and knowledge sharing, in the first instance around energy efficiency measures that groups can take, including those unable to obtain an energy audit.(WA Ref:154223)",
    "documents": [
      {
        "dateModified": "2025-08-19T16:58:38Z",
        "datePublished": "2025-08-19T16:58:38Z",
        "format": "application/pdf",
        "id": "ocds-kuma6s-154223-document-154223-AUG533457-1",
        "title": "Evaluation criteria and scoring framework for tender submissions.",
        "url": "https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=AUG533457\u0026idx=1"
      }
    ],
    "id": "ocds-kuma6s-154223-tender-154223",
    "mainProcurementCategory": "services",
    "procurementMethod": "open",
    "submissionMethodDetails": "https://sell2wales.gov.wales",
    "tenderPeriod": {
      "endDate": "2025-09-01T17:00:00Z"
    },
    "title": "Delivery of energy audits and energy planning sessions for community buildings"
  }
}