Provision of a Managing Agent to Deliver the Home and Energy Efficient Scotland : Area Based Scheme in Orkney

{
  "buyer": {
    "id": "org-36",
    "name": "Orkney Islands Council"
  },
  "date": "2025-11-14T00:00:00Z",
  "description": "Orkney Islands Council reserves the right to cancel the procurement at any stage and not award a Contract. The expenditure, work or effort undertaken by bidders prior to the award of any Contract is accordingly a matter solely for the commercial judgement of bidders.\r\n Late tenders will not be considered by the Council and all questions are to be submitted via the Questions and Answers section of this contract advertisement on PCS.\r\n An economic operator that suffers, or risks suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015 may bring proceedings in the Sheriff Court or Court of Session.\r\n Tenderers should complete the SPD (Scotland) contained within the SPD Module attached to this notice.\r\n NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=815782.\r\n The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.\r\n 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.\r\n Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/\r\n A summary of the expected community benefits has been provided as follows:\r\n Community Benefits requirements are detailed within Appendix 2 - Structure and Format of Proposal.\r\n (SC Ref:815782)\r\n Download the copy of the online SPD document here (to be completed online through postbox submission): https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=815782",
  "id": "rls-45-NOV543582",
  "initiationType": "tender",
  "language": "EN",
  "links": [
    {
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000815782",
      "rel": "canonical"
    }
  ],
  "ocid": "ocds-r6ebe6-0000815782",
  "parties": [
    {
      "address": {
        "locality": "Kirkwall",
        "postalCode": "KW15 1NY",
        "region": "UKM65",
        "streetAddress": "Council Offices, School Place"
      },
      "contactPoint": {
        "email": "rosemary.colsell@orkney.gov.uk",
        "faxNumber": "+44 01856876158",
        "name": "Rosemary Colsell",
        "telephone": "+44 01856873535",
        "url": "http://www.publiccontractsscotland.gov.uk"
      },
      "details": {
        "classifications": [
          {
            "id": "Regional or local authority",
            "scheme": "TED_CA_TYPE"
          },
          {
            "description": "General public services",
            "id": "01",
            "scheme": "COFOG"
          },
          {
            "description": "Recreation, culture and religion",
            "id": "08",
            "scheme": "COFOG"
          }
        ],
        "url": "http://www.orkney.gov.uk"
      },
      "id": "org-36",
      "identifier": {
        "legalName": "Orkney Islands Council"
      },
      "name": "Orkney Islands Council",
      "roles": [
        "buyer"
      ]
    },
    {
      "address": {
        "locality": "Kirkwall",
        "postalCode": "KW15 1PD",
        "streetAddress": "Watergate"
      },
      "contactPoint": {
        "telephone": "+44 01856872110",
        "url": "http://"
      },
      "id": "org-64",
      "identifier": {
        "legalName": "Sheriffs Court"
      },
      "name": "Sheriffs Court",
      "roles": [
        "reviewBody"
      ]
    }
  ],
  "relatedProcesses": [
    {
      "id": "1",
      "identifier": "2019/S 233-571934",
      "relationship": [
        "planning"
      ],
      "scheme": "EU-OJ"
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "awardPeriod": {
      "startDate": "2025-12-15T14:00:00Z"
    },
    "bidOpening": {
      "address": {
        "streetAddress": "PCS Postbox opening via Teams"
      },
      "date": "2025-12-15T14:00:00Z",
      "description": "Three Officers with delegated authority"
    },
    "classification": {
      "id": "71314300",
      "scheme": "CPV"
    },
    "contractTerms": {
      "electronicInvoicingPolicy": "allowed",
      "hasElectronicPayment": true
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "Orkney Islands Council has a requirement to appoint a suitably qualified managing agent to deliver the Home Energy Efficient Scheme : Area Based Scheme in Orkney.",
    "documents": [
      {
        "description": "Orkney Islands Council has a requirement to appoint a suitably qualified managing agent to deliver the Home Energy Efficient Scheme : Area Based Scheme in Orkney.",
        "documentType": "contractNotice",
        "format": "text/html",
        "id": "NOV543582",
        "title": "Provision of a Managing Agent to Deliver the Home and Energy Efficient Scotland : Area Based Scheme in Orkney",
        "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV543582"
      },
      {
        "dateModified": "2025-11-14T10:05:08Z",
        "datePublished": "2025-11-14T10:05:08Z",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "NOV543582-1",
        "title": "001 - Managing Agent to Deliver the Home and Energy Efficient Scotland - Area Based Scheme in Orkney",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=1"
      },
      {
        "dateModified": "2025-11-14T10:05:08Z",
        "datePublished": "2025-11-14T10:05:08Z",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "NOV543582-2",
        "title": "002 - Appendix 1 - Service Specification",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=2"
      },
      {
        "dateModified": "2025-11-14T10:05:09Z",
        "datePublished": "2025-11-14T10:05:09Z",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "NOV543582-3",
        "title": "003 - Appendix 2 - Structure and Format of Proposal",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=3"
      },
      {
        "dateModified": "2025-11-14T10:05:10Z",
        "datePublished": "2025-11-14T10:05:10Z",
        "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
        "id": "NOV543582-4",
        "title": "004 - Appendix 3 - Pricing Schedule",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=4"
      },
      {
        "dateModified": "2025-11-14T10:05:11Z",
        "datePublished": "2025-11-14T10:05:11Z",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "NOV543582-5",
        "title": "005 - Appendix 4 - Schedule One - Bidder \u0027priority contract\u0027 Climate Change Plan",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=5"
      },
      {
        "dateModified": "2025-11-14T10:05:12Z",
        "datePublished": "2025-11-14T10:05:12Z",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "NOV543582-6",
        "title": "006 - Appendix 5 - Compliance Statement",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=6"
      },
      {
        "dateModified": "2025-11-19T12:19:04Z",
        "datePublished": "2025-11-19T12:19:04Z",
        "format": "application/pdf",
        "id": "NOV543582-7",
        "title": "Additional information in relation to question raised section 2.8 in Appendix 1 - HEES:ABS Guidance",
        "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV543582\u0026idx=7"
      }
    ],
    "hasRecurrence": true,
    "id": "OIC/PROC/2238",
    "items": [
      {
        "additionalClassifications": [
          {
            "id": "71314200",
            "scheme": "CPV"
          },
          {
            "id": "45320000",
            "scheme": "CPV"
          },
          {
            "id": "45261410",
            "scheme": "CPV"
          },
          {
            "id": "45321000",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM65"
          }
        ],
        "deliveryLocation": {
          "description": "Orkney Islands"
        },
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "description": "75",
              "name": "Quality",
              "type": "quality"
            },
            {
              "description": "25",
              "type": "price"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2031-03-31T00:00:00Z",
          "startDate": "2026-04-01T00:00:00Z"
        },
        "description": "The requirement relates to the appointment of a suitably qualified managing agent to deliver the HEES : ABS into households in communities across Orkney. It is envisaged that the contract will comprise of the marketing and recruitment of participants, appointing suitably qualified retrofit professionals (as per PAS2035:2023 definitions) procuring, appointing and managing sub-contractors/ retrofit installers, sourcing and providing relevant data required to meet reporting obligation outlined by the Scottish Government HEES : ABS guidance.\r\n The Council is looking to bid for a minimum of 1.5M GBP per year through the Scottish Government HEES : ABS programme. This is also the expectation that the winning tenderer will access additional funding from external sources over the five-year period of the contract. This will primarily come from ECO and the Council will consider an ECO Flexible Eligibility Statement of Intent to support the HEES : ABS programme.. The contract value of 975000 GBP is based on an estimated bid for HEES : ABS funding of 7.5 Million over the 5 year contract duration including the 2 x 12 month extensions at 195000 GBP available annually for the managing agent fee.",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "Initial period of 3 years (1/4/26 to 31/3/29), subject to funding being awarded by Scottish Government. Options to extend by 2 x 12-month extension following the initial period at the Council sole discretion and subject to further government grant funding being awarded."
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "value": {
          "amount": 7500000.0,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure",
    "recurrence": {
      "description": "Further notices will be dependent upon the availability of HEES : ABS funding from Scottish Government. Should funding be available a further notice is anticipated in October/November 2030."
    },
    "selectionCriteria": {
      "criteria": [
        {
          "description": "The Managing Agent must provide services and energy efficiency installations in line with Scottish Government\u0027s HEES : ABS guidance, PAS2030:2023, PAS2035:2023 and BS40104:2025 and all future relevant updated iterations.",
          "type": "suitability"
        },
        {
          "description": "The relevant selection criteria will be included in the SPD (Scotland) module.",
          "type": "economic"
        },
        {
          "description": "The relevant selection criteria will be included in the SPD (Scotland) module.",
          "type": "technical"
        }
      ]
    },
    "status": "active",
    "submissionMethod": [
      "electronicSubmission"
    ],
    "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
    "submissionTerms": {
      "bidValidityPeriod": {
        "durationInDays": 90
      },
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2025-12-15T12:00:00Z"
    },
    "title": "Provision of a Managing Agent to Deliver the Home and Energy Efficient Scotland : Area Based Scheme in Orkney",
    "value": {
      "amount": 7500000.0,
      "currency": "GBP"
    }
  }
}