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Procurement details

Procurement details: DDaT23101 Non-Domestic Energy Advice Service

23

Applications submitted

£357000

Indicative Budget

Outside scope

Off-payroll status

06 March 2023

Application Closing Date

1. Context and requirements

About adding context and requirements: test
Work done so far: We will be piloting a ‘one-stop-shop’ for SMEs that could offer a full package of subsidised audits, trusted advice (including freely available videos for key sectors beyond, and including, SMEs) and grants. Engagement and insights from this may become available. The ‘Find ways to save energy in your home service’: https://www.gov.uk/improve-energy-efficiency is a current government service providing advice on how the domestic sector can improve the energy performance of their properties. This service is currently going through some iteration re looking at eligibility and signposting to relevant government loan and grant options.
Which phase the project is in: Not started
Existing team: The supplier will work with a team who will provide Policy input into the Discovery and Alpha phases. This team includes a product manager and contract manager. There will also be input from the wider Energy Efficiency team from a policy and analytical perspective.
Address where the work will be done: Majority of work will be conducted remotely, but we expect the supplier's core team to be available for 8 face-to-face activities at the BEIS offices in London (1 Victoria Street, SW1H 0ET). Travel expenses will not be reimbursed.
Working arrangements: The BEIS team, 1 product manager and policy colleagues will be available to support the selected delivery partner 5 days per week (Monday to Friday) and expect this commitment from the delivery partner. Delivery should be governed by standard agile delivery techniques. These could be either a Kanban or a scrum approach (depending on the work) but the standard agile ceremonies appropriate to those should be undertaken. We expect these to be led by a Delivery Manager, who will work collaboratively with the Product Manager to prioritise backlogs in refinement sessions and provide relevant reports.
Provide more information about your security requirements: Baseline Personnel Security Standard (BPSS)
Provide more information about your security requirements (optional)
Latest start date: 2023-05-05
Enter the expected contract length: 4 months
Extension period
Special terms and conditions: Discovery - 8 weeks. Alpha – 8 weeks. Break clause between Discovery & Alpha to allow the Contracting Authority to terminate the contract after the Discovery phase should it not be successful.
Write the term or acronym: SME
Write the term or acronym: EAS
Write the term or acronym: BEIS
Explain the term or acronym: Small Medium Enterprise
Explain the term or acronym: Energy Advice Service
Explain the term or acronym: Department for Business, Energy and Industrial Strategy
Are you prepared to show your budget details?: Yes
Indicative maximum: 357000
Indicative minimum: 0
Provide further information: Up to £357,000 Excluding VAT. There is no commitment to spend the total value. Maximum Budget for Discovery is £155,000.00 ex VAT. Maximum Budget for Alpha is £202,000.00 ex VAT.
Confirm if you require a contracted out service or supply of resource: Contracted out service: the off-payroll rules do not apply
Summary of work: A discovery and alpha phase for a new proposed digital service aimed at providing Energy Efficiency advice tailored to Small and Medium Enterprises (SMEs) across industry and business. The EE Team require reports and statements of work with detailed recommendations and requirements to create and administer the service.
Where the supplied staff will work: London
Where the supplied staff will work: No specific location (for example they can work remotely)
Who the organisation using the products or services is: Department for Business, Energy and Industrial Strategy
Why the work is being done: In April 2022 the British Energy Security Strategy announced that we would “Establish a dedicated energy advice offering for SME’s to provide advice on improving efficiency and decarbonization”. It’s envisaged that this will be by digital means. This first phase is to provide SMEs with trusted, tailored information and advice on efficiencies that can be made across buildings, and behaviours to reduce energy use and support decarbonisation. BEIS requires a Discovery to research how this advice could be delivered and what level of advice SMEs need. Alpha will test and refine these. The service will need to: • Identify business characteristics (i.e., business type / sector / size and SIC codes ) • Use a base level of individual SME energy usage data to inform the tailored advice that will be given. • Integrate with other data sources / services available to help determine advice and outcomes of taking the advice. E.g. Data source such as EPC • Pull together relevant advice for SMEs on how they can reduce their energy usage and carbon emissions. • Inform the SME of the Energy Efficiency (EE) and carbon reduction that they could make by taking/using advice provided like that of https://www.gov.uk/improve-energy-efficiency
The business problem you need to solve: The Discovery must produce a report and /or Statement of work with detailed recommendations and requirements. This will be used to inform the Alpha phase. The mandatory Discovery outputs are: • An understanding of the wider context, other services, and organisations such as government and non-government working on similar problems. • a prioritised list of detailed requirements based on user-research, in the form of personas and user stories, service patterns and functional requirements. • well-researched and mapped out customer journeys for all users. • identification of constraints, risks and opportunities with accompanying management proposals. This must include technological, process, data, and legislative limitations. • An Understanding of what KPI’s / data will help government BEIS and the business user with measuring the success of the service and the advice given. BEIS require updates throughout the sprint practices. During Alpha stage, prototypes of the EAS should be developed and tested, these should meet user and business needs and become adequately substantial to move to Beta. The outputs from Alpha will inform the specification for an invitation to tender (ITT) to procure for the full-service build. We require a detailed report and accompanying presentation showcasing findings, options, and clear recommendations.
First user type: Policy officials
First user type: SMEs
Enter more details about this user type: Need access to effective market intelligence and reporting to inform policy development and digital platform improvements.
Enter more details about this user type: Need to understand how they can reduce energy costs and decarbonise their business, by gaining trusted advice on changes and actions they can take across their building, processes and, behaviours so that they can make choices based on what’s achievable with the funds and resources available. With approx. 5.5 million SME’s in the UK the complexity of users is vast. The user profiles are general with the expectation that User stories will be defined as part of the discovery. This will overall contribute to the Government’s ambition to reduce energy demand by 15% by 2030 , and to achieve net zero by 2050.

2. Assessment Criteria
About assessment criteria: test
Select your pricing model: Capped time and materials
Additional assessment methods: Presentation
Create your scoring criteria: 3
How many suppliers to evaluate: 3
Technical competence: 60
Cultural fit: 10
Social value: 10
Price: 20
Essential skills and experience: 30
Nice-to-have skills and experience (optional): 10
Technical questions: 60
Describe the essential skill or experience:: Demonstrate experience of researching and understanding user needs across the digital inclusion spectrum, including vulnerable consumers. (20%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 20
Describe the essential skill or experience:: Demonstrate experience of communicating complex issues using clear and concise language, in both written and verbal formats, to a variety of audiences and expertise levels. (20%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 20
Describe the essential skill or experience:: Demonstrate your team’s experience, using an example, of designing consumer-facing services to relevant digital service standards, illustrating knowledge of both front-end and back-end users and their respective customer journeys. (20%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 20
Describe the essential skill or experience:: Demonstrate experience of rapidly developing and iterating findings in response to user research and new evidence, showcasing with examples the ability to work flexibly to respond to emerging information. (15%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 15
Describe the essential skill or experience:: Demonstrate evidence of running a discovery phase, with clear goals and scope, identifying constraints, users, improvements, performance indicators and sharing learnings with clear recommendations produced. (15%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 15
Describe the essential skill or experience:: Demonstrate your team’s experience, of working with small and medium enterprises (SME’s) across industry and business and how you would use this to support the discovery & alpha phases. (10%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 10
Describe the nice-to-have skill or experience:: Experience with, or knowledge of, relevant stakeholders interacting with a government service (eg. Manufacturing and knowledge of how SME’s operate). (50%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 50
Describe the nice-to-have skill or experience:: Experience with or knowledge of, understanding of Energy and Decarbonisation that would support the engagement and research required for the service. (50%)
Enter a weighting for this skill or experience in whole numbers, for example 30: 50
Explain the technical question:: Describe the delivery approach and methodology you will apply to the discovery phase, including how you will communicate findings as they emerge to the project team. (20%)
Enter a weighting for this technical question in whole numbers, for example 30: 20
Explain the technical question:: Describe how the approach will achieve the objectives and intended outcomes, with adherence to all requisite standards. (20%)
Enter a weighting for this technical question in whole numbers, for example 30: 20
Explain the technical question:: Describe the team structure and how their technical skills and experience will be used to deliver the project effectively and efficiently, including optimised mix of roles and seniority. Please clearly explain your proposed team structure covering roles and responsibilities of the people delivering the project, how many days will be allocated to each resource and why, explain activates that each of the propose resource will be undertaking and justify why the propose structure is the best approach to successfully deliver the outcomes of the project (20%)
Enter a weighting for this technical question in whole numbers, for example 30: 20
Explain the technical question:: Please provide a project plan to evidence how the work will be completed within the eight-week discovery timescale. (20%)
Enter a weighting for this technical question in whole numbers, for example 30: 20
Explain the technical question:: Please detail the risks and assumptions you have identified with the project and your proposals for mitigating actions for successful management. (20%)
Enter a weighting for this technical question in whole numbers, for example 30: 20
Your question: Detail how your team will adopt a user driven approach, using research and evidence to challenge underlying assumptions and present findings for decision makers to easily digest (20%)
Enter a weighting for this question: 20
Your question: Detail how your team will respond to change and work flexibly throughout the project. (20%)
Enter a weighting for this question: 20
Your question: Demonstrate how you will proactively engage with stakeholders to progress the project and communicate in an appropriate manner to the audience. (20%)
Enter a weighting for this question: 20
Your question: Detail your plan for taking ownership of the requirement (20%)
Enter a weighting for this question: 20
Your question: Demonstrate how you will ensure you work in a way that is open, honest, and constructive. (20%)
Enter a weighting for this question: 20
Explain the social value question: SOCIAL VALUE ( 10%) Theme: Tackling Economic Inequality Model Award Criteria: MAC 3.3: Support the development of scalable and future-proofed new methods to modernise delivery and increase productivity. Sub-Award Criteria: Activities that demonstrate and describe the tenderer’s existing or planned: • Modernising delivery and increasing productivity • Understanding of scalable and future-proofed new methods to drive greater modernisation of delivery and increase productivity. • Approach to organisational learning and continuous improvement. • Creation of a design and tendering environment that is conducive to the development of scalable and future-proofed new methods to modernise delivery and increase productivity. Illustrative examples: outcomes-based specifications enabling alternative approaches to be offered; co-design with users and communities; approaches that invite innovative approaches to be proposed and developed; activities that promote collaboration to access new technologies/green technologies and/or approaches. Planned Metrics: • Percentage annual cost reduction during the term of the contract (i.e. commitment to achieve 2% savings per annum) - I don’t think this would apply so I think we can remove but will check with BEIS • The number of feasible ideas generated / proposed to improve productivity within the contract (supplier must provide sufficient detail in their proposals to demonstrate feasibility). • The number of generated product and/or service innovations relating to Climate Mitigation & Adaptation that have been made available to the wider market / industry • The percentage of accredited carbon literate individuals employed by the Supplier 100%
Enter a weighting for this question: 100

3. Timeline
Publication of stage 1: February 17, 2023, 12:00 AM
Clarification period closes: February 27, 2023, 2:00 PM
Deadline for suppliers to submit their stage 1 responses: March 6, 2023, 2:00 PM

Clarification questions and responses

There are no questions and clarifications relating to this opportunity.

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