Building Decarbonisation Advisory Services

Tender description

This is a tender split into two lots, primarily formed of the assessment of applications for grant funding for decarbonisation works. This is Lot 1 - Application Assessment and Advisory Services. Salix Finance are also required to audit the completed works that have been completed after being allocated funding. This is Lot 2 - Audit of Completed Decarbonisation Works. Lot 1: Lot 1 Application Assessment and Advisory Services This will primarily involve assessing applications for grant funding for decarbonisation works. When funding is released, the requirement for this will increase significantly, and suppliers must have the capacity to react as and when required. There will also be secondary necessary services in the form of training and providing feedback to improve the internal Salix Finance team. Six suppliers will be awarded to Lot 1 in the format of a preferred supplier list. Successful suppliers will be ranked with the highest ranked being given a higher percentage of hours available which is dependent upon the amount of funding available from the funding partner, and number of applications to assess. See below the allocation structure: Position Percentage of Hours Allocated 1 Up to 25% 2 Up to 20% 3 Up to 20% 4 Up to 15% 5 Up to 10% 6 Up to 10% Lot 2: Audi of Completed Decarbonisation Works Ensure that grant recipients have delivered on the project scope as approved by Salix, that the projects align with the funding scheme requirements, and that they meet the expected technical and performance/quality standards. These could be in the format of three different types of audit: • In-Cycle Audits: The internal audit team requests external auditors to perform technical audits during the project's lifecycle. These audits focus on verifying technical compliance, evaluating progress against milestones reported to Salix, and identifying potential risks or issues. • Post-Completion Audits: After the project is completed, external auditors conduct thorough technical audits to ensure that all objectives have been met and that the project aligns with the approved scope and funding requirements. • Joint Site Visits: In some cases, joint site visits are conducted by both the internal audit team and external auditors to further collaborative working relationships with the external auditors. Lot 2 will have three suppliers allocated to it, also in the format of a preferred supplier list. Audit work will be allocated dependent upon geographical availability and capacity but the annual allocation will be as below: Position Percentage of Hours Allocated 1 Up to 33.33% 2 Up to 33.33% 3 Up to 33.33%