Provision of Utilities Brokerage Services for Gas and Electricity Supply Contracts

{
  "buyer": {
    "id": "GB-COH-12505808",
    "name": "INCLUSION GROUP LIMITED"
  },
  "date": "2025-08-07T16:15:40+01:00",
  "id": "047029-2025",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-058362",
  "parties": [
    {
      "additionalIdentifiers": [
        {
          "id": "PMHD-1875-ZYYG",
          "scheme": "GB-PPON"
        }
      ],
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "York",
        "postalCode": "YO31 7TQ",
        "region": "UKE21",
        "streetAddress": "106 Heworth Green"
      },
      "contactPoint": {
        "email": "hello@inclusiongroup.co.uk"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ]
      },
      "id": "GB-COH-12505808",
      "identifier": {
        "id": "12505808",
        "scheme": "GB-COH"
      },
      "name": "INCLUSION GROUP LIMITED",
      "roles": [
        "buyer"
      ]
    }
  ],
  "planning": {
    "noEngagementNoticeRationale": "In line with the Procurement Act 2023, a Preliminary Market Engagement Notice (UK2) was not published, as informal soundings in Q2 2025 provided sufficient insight to shape the strategy. Engagement with our incumbent broker, a potential framework provider, and a new supplier yielded proposals, pricing indications, and feedback that informed the procurement design. The chosen Competitive Flexible Procedure (CFP) allows early supplier engagement through expressions of interest, pre-qualification questionnaires, and dialogue sessions, making a UK2 notice unnecessary. Publishing one would have duplicated effort without added value. All engagement records are retained in the audit-ready file, and transparency will be upheld through publication of the UK4, UK5, and UK6 notices as required."
  },
  "tag": [
    "tenderUpdate"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2025-12-31T23:59:59Z"
    },
    "description": "Inclusion Group CIC is seeking to appoint a supplier to deliver brokerage services for gas and electricity supply contracts across its expanding property portfolio. Currently, Inclusion Group CIC manages 507 electricity meters and 301 gas meters, with expectations for growth as new properties are added. The contract will cover strategic advice, service delivery, compliance, and value-added support, including but not limited to:\n\u2022\tBrokerage fee structure: \u00a3/meter/year over 2, 3, and 5 years\n\u2022\tOne overarching contract for gas and power, with separate reporting/invoicing\n\u2022\tConsolidated invoicing and domestic VAT validation\n\u2022\tInvoice validation, monthly reporting, SECR compliance\n\u2022\tSmart meter installation coordination\n\u2022\tDedicated account management and contact\n\u2022\tSLA for onboarding new supplies within 30 days\n\u2022\tMarket insight and recommendations based on early tender analysis\n\u2022\tOutcome-based specification and proportionate dispute resolution\n\u2022\tLegal compliance and promotion of equality and diversity\n\u2022\tAttendance at bi-monthly meetings and proactive switching within SLA\nEstimated Contract Value: The current estimated value based on annual budget for the current financial year is an excess of \u00a34 million, encompassing both supply costs and brokerage services. This figure is expected to reduce as strategic efficiencies are introduced over the new contract term. Please note this is not the standalone brokerage value.",
    "documents": [
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "datePublished": "2025-08-07T16:15:40+01:00",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "047029-2025",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/047029-2025"
      }
    ],
    "expressionOfInterestDeadline": "2025-09-06T23:59:00+01:00",
    "hasRecurrence": true,
    "id": "ocds-h6vhtk-058362",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Gas distribution and related services",
            "id": "65200000",
            "scheme": "CPV"
          },
          {
            "description": "Electricity distribution and related services",
            "id": "65300000",
            "scheme": "CPV"
          },
          {
            "description": "Meter reading service",
            "id": "65500000",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKC"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKD"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKE"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKF"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKG"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKH"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKI"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKJ"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKK"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKL"
          },
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKM"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "name": "Price",
              "numbers": [
                {
                  "number": 70,
                  "weight": "percentageExact"
                }
              ],
              "type": "price"
            },
            {
              "name": "Quality",
              "numbers": [
                {
                  "number": 30,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2028-03-31T23:59:59+01:00",
          "maxExtentDate": "2031-03-31T23:59:59+01:00",
          "startDate": "2026-04-01T00:00:00+01:00"
        },
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "Suppliers are required to submit proposals for 2-year, 3-year, and 5-year contract durations. \nExtensions may be applied in one or more increments (e.g., 1-year or 2-year blocks), subject to the following circumstances:\nSatisfactory Supplier Performance: Continuation based on meeting agreed service levels, reporting standards, and brokerage value.\nPortfolio Growth: Ongoing support needed as Inclusion Group CIC expands its property portfolio.\nMarket Conditions: Extension justified where re-procurement during volatile energy markets may not deliver best value.\nOperational Continuity: To avoid disruption while preparing future procurement or responding to regulatory changes.\nAll extensions will be subject to formal review and approval. Where applicable, a UK6 Contract Amendment Notice will be published in line with the Procurement Act 2023."
        },
        "status": "active",
        "value": {
          "amountGross": 25000000,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "procedure": {
      "features": "Inclusion Group CIC is procuring utilities brokerage services using a Competitive Flexible Procedure (CFP) under the Procurement Act 2023. This flexible, two-stage process allows tailoring of steps to suit the complexity of the requirement while ensuring compliance with the Act\u0027s principles of fairness, transparency, and proportionality.\nThe procedure will include the following steps:\nExpression of Interest / Pre-Qualification Questionnaire (EOI/PQQ): Interested suppliers will submit initial responses to demonstrate capability and suitability. These will be evaluated against predefined selection criteria to create a shortlist.\nInvitation to Tender (ITT): Shortlisted suppliers will be invited to submit full tenders. The process may include negotiation and dialogue sessions to refine proposals and clarify requirements.\nRefinement of Award Criteria: Inclusion Group CIC reserves the right to refine award criteria during the process, provided changes are proportionate and communicated transparently to all participants.\nMultiple Tendering Rounds: If necessary, the authority may conduct multiple rounds of tendering to ensure competitive tension and secure the most advantageous outcome.\nThe contract will be awarded based on the Most Advantageous Tender (MAT), with evaluation criteria weighted at 70% price and 30% quality. All communications and submissions will be managed via email. Required notices (UK4, UK5, UK6) will be published, and a full audit trail will be maintained."
    },
    "procurementMethod": "selective",
    "procurementMethodDetails": "Competitive flexible procedure",
    "recurrence": {
      "dates": [
        {
          "startDate": "2030-08-07T23:59:59+01:00"
        }
      ]
    },
    "status": "active",
    "submissionMethodDetails": "Tenders must be submitted electronically via email to both of the following contacts:\nHanson Chong - hanson@inclusiongroup.co.uk\nMichelle Dodgson - michelle.dodgson@inclusiongroup.co.uk\nPlease include \"[Utilities Brokerage Tender Submission]\" in the subject line of your email to ensure proper routing and tracking.\nCompany Website: https://www.inclusiongroup.co.uk\nThis website provides general information about our organisation and the tender opportunity. However, all tender submissions must be made via email to the contacts listed above.\nNo electronic auction will be used in this procurement.",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en"
      ]
    },
    "title": "Provision of Utilities Brokerage Services for Gas and Electricity Supply Contracts",
    "value": {
      "amountGross": 25000000,
      "currency": "GBP"
    }
  }
}