Communities & Housing Investment Consortium (CHIC) : CHIC Wales Optimised Retrofit Consultancy DPS 2021

UK-BIRMINGHAM: Energy-efficiency consultancy services.
Section I: Contracting Authority
      I.1) Name and addresses
             Communities and Housing Investment Consortium Limited ("CHIC"), 7266506
             84 Spencer Street,, BIRMINGHAM, B18 6DS, United Kingdom
             Tel. +44 1217599990, Email: tenders@chicltd.co.uk
             Contact: S J Domican
             Main Address: https://www.chicltd.co.uk, Address of the buyer profile: https://www.chicltd.co.uk
             NUTS Code: UKG31
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: Yes.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-BIRMINGHAM:-Energy-efficiency-consultancy-services./6U8FSE2PH4
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/tenders/UK-title/6U8FSE2PH4 to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: CHIC Wales Optimised Retrofit Consultancy DPS 2021       
      Reference Number: 606823447
      II.1.2) Main CPV Code:
      71314300 - Energy-efficiency consultancy services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: Communities & Housing Investment Consortium (CHIC), is seeking to develop a Dynamic Purchasing System (DPS) of Bidders of Domestic Energy Efficiency Retrofit Consultancy Services who are able to work in partnership with CHIC and its Welsh Clients to develop Energy efficiency solutions to homes within the Welsh geographical regions. The Optimised Retrofit project will see homes across Wales made more energy-efficient.

The process of retrofitting these pathway homes will enable the trial and refinement of the digital tools required to enable the decarbonisation of homes across Wales, as well as help build the skills and training needed to underpin this.       
      II.1.5) Estimated total value:
      Value excluding VAT: 280,000,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: Yes       
      Tenders may be submitted for: All lots
      Maximum number of lots that may be awarded to one tenderer: Not provided
      The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Not provided

II.2) Description
II.2) Description Lot No. 1
      
      II.2.1) Title: LOT 1 - RETROFIT ADVICE       
      Lot No: 1       
      II.2.2) Additional CPV codes:
      71314300 - Energy-efficiency consultancy services.
      71314200 - Energy-management services.
      71315200 - Building consultancy services.
      71000000 - Architectural, construction, engineering and inspection services.
      
      II.2.3) Place of performance:
      UKL WALES
      
      II.2.4) Description of procurement: The Retrofit Advisor will undertake overall stock assessment, energy efficiency options appraisals, data analysis, archetyping, measures identification and develop strategy for individual or multiple properties as required, to identify a preferred set of refurbishment interventions. Retrofit Advisors will be a member of TrustMark approved Retrofit scheme.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 45,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 96       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 2
      
      II.2.1) Title: LOT 2 - RETROFIT ASSESSMENT       
      Lot No: 2       
      II.2.2) Additional CPV codes:
      71314300 - Energy-efficiency consultancy services.
      71314200 - Energy-management services.
      71315200 - Building consultancy services.
      71000000 - Architectural, construction, engineering and inspection services.
      
      II.2.3) Place of performance:
      UKL WALES
      
      II.2.4) Description of procurement: The Retrofit Assessor will ensure all tools, including Intelligent Energy Systems (IESs ) work successfully together encompassing both building information and time-sequenced energy performance information. Undertake an assessment of completed Energy Performance Certificates (EPC), Display Energy Certificates (DEC) and / or property asset management data for individual or multiple properties as required, to identify a preferred set of refurbishment interventions.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 30,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 96       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 3
      
      II.2.1) Title: LOT 3 - RETROFIT DESIGNER       
      Lot No: 3       
      II.2.2) Additional CPV codes:
      71314300 - Energy-efficiency consultancy services.
      71314200 - Energy-management services.
      71315200 - Building consultancy services.
      71000000 - Architectural, construction, engineering and inspection services.
      
      II.2.3) Place of performance:
      UKL WALES
      
      II.2.4) Description of procurement: The Retrofit Designer will provide an understanding of buildings energy efficiency to the Registered Social Landlords (RSLs) and input to research projects, testing new technological approaches in the provision of a range of consultancy services, guidance and advice in relation to retrofit design. The role involves site visits to carry out surveys, working closely with Clients to understand project needs and to provide designs and tender documentation for low and zero carbon intervention/new build under the the 2nd phase CHIC DPS Optimised Retrofit Installers.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 30,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 96       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 4
      
      II.2.1) Title: LOT 4 - RETROFIT CO-ORDINATOR       
      Lot No: 4       
      II.2.2) Additional CPV codes:
      71314300 - Energy-efficiency consultancy services.
      71315200 - Building consultancy services.
      71000000 - Architectural, construction, engineering and inspection services.
      71314200 - Energy-management services.
      
      II.2.3) Place of performance:
      UKL WALES
      
      II.2.4) Description of procurement: The Retrofit Coordinator role is to provide specialist project leadership and management with responsibility for overseeing the assessment of dwellings as well as the subsequent specification, monitoring, and evaluation of energy efficiency measures to ensure that work (by installers procured during the 2nd phase CHIC Wales Optimised Retrofit Installers DPS) is carried out to the Clients standards, specification and schedule whilst managing technical risks, avoid the common retrofit failure points, increasing team productivity and maximising project budgets.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 75,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 96       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       
II.2) Description Lot No. 5
      
      II.2.1) Title: LOT 5 - INTELLIGENT ENERGY SYSTEM (IES) INSTALLERS       
      Lot No: 5       
      II.2.2) Additional CPV codes:
      35125100 - Sensors.
      
      II.2.3) Place of performance:
      UKL WALES
      
      II.2.4) Description of procurement: Bidders for this lot will be required to install, connect, and commission the Intelligent Energy System (IES) and peripherals, an integral part of any home’s journey to Net Zero. It is a system and not a single device consisting of ‘peripherals’ (sensors and meters) that are controlled by a Building Energy Engine (BEE).
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 100,000,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 96       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      Not Provided       
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description RESTRICTED
      IV.1.1) Type of procedure: Restricted   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO        
         The procurement involves the setting up of a dynamic purchasing system       
         The dynamic purchasing system might be used by additional purchasers           
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 25/10/2021 Time: 15:00
      IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: Not Provided       
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English, Welsh,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender: Not Provided      
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-BIRMINGHAM:-Energy-efficiency-consultancy-services./6U8FSE2PH4

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/6U8FSE2PH4
   VI.4) Procedures for review
   VI.4.1) Review body:
             The High Court
       Royal Courts of Justice, The Strand, London, WC2A 2LL, United Kingdom
       Tel. +44 2079476000
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    If a supplier has failed the exclusion stage, it could reapply if the mandatory or discretionary exclusionary periods had ended, or if the supplier had self-cleaned.
If the supplier did not meet the DPS selection criteria, it could reapply if its circumstances changed, for example if it had newly available skills, experience, or if something else which would change its answers to the selection criteria had occurred.    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          Communities and Housing Investment Consortium Limited ("CHIC")
       https://www.arkconsultancy.co.uk/contact-us/, BIRMINGHAM, B18 6DS, United Kingdom
       Internet address: https://www.chicltd.co.uk/contact
   VI.5) Date Of Dispatch Of This Notice: 20/09/2021

Annex A