Common use of Rebate Model Clause in Contracts

Rebate Model. It is expected that many organisations will require support in developing and delivering projects under the framework. To help reduce the funding of this support being a barrier to using RE:NEW, the framework includes an optional rebate model (the mini-competition documents will state whether such an option will be used). The main idea of the rebate is that, where used, the selected contractor for a project will pay an amount to the support organisation. The amount payable, the terms and identification of the support organisation are to be defined in the mini- competition documentation. These conditions would be applied to all bidders in the relevant mini-competition and would create an additional cost to be included in the selected contractor’s total project cost. This flexible approach can help ensure that the right level of support is provided and that costs payable are appropriate. It can also account for any regional or sector based schemes that may be able to part, or fully, subsidise the support. For example, the support provided by the RE:NEW support team is already funded through the Contracting Authority, principally from the European Commission under the ▇▇▇▇▇ (European Local ENergy Assistance) Programme. This means that organisations in London using the RE:NEW support team will not be expected to add a rebate for standard support whilst the team is fully funded (funding is currently expected to continue until mid-2017). However, a buyer located outside of London using the RE:NEW Framework may require similar support which would not be provided to them under the Contracting Authority/▇▇▇▇▇ funded RE:NEW support team. In this case the buying organisation may potentially add a rebate to pay for the support organisation. Likewise, London-based buyers may potentially add a rebate to pay for RE:NEW support team services e.g. if support requirements are not fully covered by the Contracting Authority/▇▇▇▇▇ funding. Where an organisation has a mix of properties within and outside London, the RE:NEW support team will help develop the approach for London-based properties and the buying organisation can then choose whether to include other properties within the scope of the tender. If other properties are included, then the buyer may wish to add a rebate for additional support to be provided by the RE:NEW support team (or another support organisation). The Contracting Authority is seeking to establish a Pan Government Framework Agreement for use by UK public sector bodies including, but not limited to: Central Government Departments, Local Government and Public Corporations that can be accessed at the Public Sector Classification Guide January 2014 ▇▇▇▇://▇▇▇.▇▇▇.▇▇▇.▇▇/ons/publications/re- reference-tables.html?edition=tcm%3A77- 336664 Local Authorities ▇▇▇▇://▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/councils/all ▇▇▇.▇▇▇▇▇.▇▇.▇▇ Agent acting on behalf of Cheltenham Borough Council. NDPBs ▇▇▇▇▇://▇▇▇.▇▇▇.▇▇/government/organisations National Parks Authorities ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ Educational Establishments in England and Wales, maintained by the Department for Children, Schools and Families including Schools, Universities and Colleges but not Independent Schools ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/edubase/home.xht ml Police Forces in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇.▇▇/?view=force_sites ▇▇▇▇://▇▇▇▇▇.▇▇▇▇▇▇.▇▇/about-the-apcc/ Fire and Rescue Services in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/information/ukfrs ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/areas-districts/ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/your-area.aspx NHS Bodies England ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Acut eTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Men talHealthTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Car eTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Am bulanceTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Spe cialHealthAuthorityListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Oth erListing.aspx Hospices in the UK ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ Registered Social Landlords (Housing Associations) Third Sector and Charities in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/find- charities/ ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇.▇▇/search-charity-register/ ▇▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ShowCh arity/RegisterOfCharities/▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇ px Citizens Advice in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/index/getadvice .htm ▇▇▇.▇▇▇.▇▇▇.▇▇ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/ ALMOS ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/member_list Almshouses ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇▇/ Department for Health Arms Length Bodies ▇▇▇▇▇://▇▇▇.▇▇▇.▇▇/government/publications/how -to-contact-department-of-health-arms-length- bodies Extra-care Providers ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/elderly-uk-assisted- living-extra-care-housing.aspx Further and Higher Education in Northern Ireland. ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/info/northern-ireland.htm GLA Group ▇▇▇▇▇://▇▇▇.▇▇▇▇▇▇.▇▇▇.▇▇/priorities/business- economy/vision-and-strategy/focus- areas/responsible-procurement/business- opportunities Health and Social care in NI: Agencies, boards, councils and hospitals ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/ Hospices in UK including SCOTLAND Wales and Northern Ireland. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇.▇▇.▇▇/hospice_uk/ Local Enterprise Partnerships ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/localgovernment/ local/localenterprisepartnerships/summaries/ Local Development Agencies ▇▇▇▇://▇▇▇.▇▇▇.▇▇▇.▇▇/partners/by/themes Local Health Boards ▇▇▇▇://▇▇▇.▇▇▇.▇▇/servicedirectories/Pages/Servi ceSearch.aspx London Boroughs & City of London ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/londonfacts/lo ndonlocalgovernment/londonboroughs.htm NDA Properties Ltd No website – go through NDA website. General Practitioners ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇-▇▇▇▇▇▇▇▇▇▇▇▇▇-▇▇.▇▇.▇▇/ NHS Scotland ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇▇.nhs.uk NHS Wales GP Practices ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/localservices/ searchlocalservices.aspx?s=GPSurgeries NHS Wales ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/ NI Public Bodies, NI Government Departments ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/gov.htm Northern Ireland Public Sector Bodies and Local Authorities ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/az2.htm Public Corporations ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/portfolio /index.asp Registered Providers/Housing Associations/Registered Social Landlords ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/ Royal Mail ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇/ Schools in Northern Ireland ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇.▇▇ Scottish Further and Higher Education Institutions. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇- ▇▇▇▇▇▇▇▇.▇▇.▇▇/▇▇▇▇▇.▇▇▇?▇▇▇▇=▇▇▇▇▇▇▇ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/▇▇▇▇▇▇▇.▇▇ ml Scottish Local Government. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇.▇▇/Topics/Statistics/Bro wse/Labour-Market/EconomicProfilesLA Scottish public sector bodies. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇.▇▇/Topics/Government Scottish Schools. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/scottishschoolsonlin e/index.asp? Tenant Services Authority ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/server/sh ow/nav.14538 Welsh Public Bodies National Assembly for Wales, Welsh Assembly Government and Welsh Local Authorities. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/ Private sector landlords are not subject to the same procurement regulations as public sector organisations; however, there may be interest from the private sector in using the framework. Where this does occur and the use seems appropriate, the Contracting Authority will be keen to incorporate such projects under the RE:NEW Framework. REDACTED [Drafting Note: the documents contained in this Schedule are templates and the model call-off contract terms may be more precisely formulated and/or supplemented by Employers during the mini-competition process] RENEW Solar Concession Agreement Call-Off Contract RENEW Services Call-Off Contract RENEW Operation and Maintenance Contract for Complex Work RENEW NEC3 ECSC Call-Off Contract RENEW JCT MWD Call-Off Contract RENEW JCT MW Call-Off Contract RENEW EPC Contract for Complex Work RENEW Concession Call-Off Contract Each Employer undertaking a Mini-Competition shall follow the approach described in paragraph 2 (RE:NEW Tender Approach) and paragraph 3 (The Contract Model) of Schedule 2 (Framework Scope) and the process set out in this Schedule 5A.

Rebate Model. It is expected that many organisations will require support in developing and delivering projects under the framework. To help reduce the funding of this support being a barrier to using RE:NEW, the framework includes an optional rebate model (the mini-competition documents will state whether such an option will be used). The main idea of the rebate is that, where used, the selected contractor for a project will pay an amount to the support organisation. The amount payable, the terms and identification of the support organisation are to be defined in the mini- competition documentation. These conditions would be applied to all bidders in the relevant mini-competition and would create an additional cost to be included in the selected contractor’s total project cost. This flexible approach can help ensure that the right level of support is provided and that costs payable are appropriate. It can also account for any regional or sector based schemes that may be able to part, or fully, subsidise the support. For example, the support provided by the RE:NEW support team is already funded through the Contracting Authority, principally from the European Commission under the ▇▇▇▇▇ (European Local ENergy Assistance) Programme. This means that organisations in London using the RE:NEW support team will not be expected to add a rebate for standard support whilst the team is fully funded (funding is currently expected to continue until mid-2017). However, a buyer located outside of London using the RE:NEW Framework may require similar support which would not be provided to them under the Contracting Authority/▇▇▇▇▇ funded RE:NEW support team. In this case the buying organisation may potentially add a rebate to pay for the support organisation. Likewise, London-based buyers may potentially add a rebate to pay for RE:NEW support team services e.g. if support requirements are not fully covered by the Contracting Authority/▇▇▇▇▇ funding. Where an organisation has a mix of properties within and outside London, the RE:NEW support team will help develop the approach for London-based properties and the buying organisation can then choose whether to include other properties within the scope of the tender. If other properties are included, then the buyer may wish to add a rebate for additional support to be provided by the RE:NEW support team (or another support organisation). The Contracting Authority is seeking to establish a Pan Government Framework Agreement for use by UK public sector bodies including, but not limited to: Central Government Departments, Local Government and Public Corporations that can be accessed at the Public Sector Classification Guide January 2014 ▇▇▇▇://▇▇▇.▇▇▇.▇▇▇.▇▇/ons/publications/re- reference-tables.html?edition=tcm%3A77- 336664 Local Authorities ▇▇▇▇://▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/councils/all ▇▇▇.▇▇▇▇▇.▇▇.▇▇ Agent acting on behalf of Cheltenham Borough Council. NDPBs ▇▇▇▇▇://▇▇▇.▇▇▇.▇▇/government/organisations National Parks Authorities ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ Educational Establishments in England and Wales, maintained by the Department for Children, Schools and Families including Schools, Universities and Colleges but not Independent Schools ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/edubase/home.xht ml Police Forces in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇.▇▇/?view=force_sites ▇▇▇▇://▇▇▇▇▇.▇▇▇▇▇▇.▇▇/about-the-apcc/ Fire and Rescue Services in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/information/ukfrs ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/areas-districts/ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/your-area.aspx NHS Bodies England ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Acut eTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Men talHealthTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Car eTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Am bulanceTrustListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Spe cialHealthAuthorityListing.aspx ▇▇▇▇://▇▇▇.▇▇▇.▇▇/ServiceDirectories/Pages/Oth erListing.aspx Hospices in the UK ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ Registered Social Landlords (Housing Associations) Third Sector and Charities in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/find- charities/ ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇.▇▇/search-charity-register/ ▇▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/ShowCh arity/RegisterOfCharities/▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇ px Citizens Advice in the United Kingdom ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/index/getadvice .htm ▇▇▇.▇▇▇.▇▇▇.▇▇ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/ ALMOS ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/member_list Almshouses ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇▇/ Department for Health Arms Length Bodies ▇▇▇▇▇://▇▇▇.▇▇▇.▇▇/government/publications/how -to-contact-department-of-health-arms-length- bodies Extra-care Providers ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/elderly-uk-assisted- living-extra-care-housing.aspx Further and Higher Education in Northern Ireland. ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/info/northern-ireland.htm GLA Group ▇▇▇▇▇://▇▇▇.▇▇▇▇▇▇.▇▇▇.▇▇/priorities/business- economy/vision-and-strategy/focus- areas/responsible-procurement/business- opportunities Health and Social care in NI: Agencies, boards, councils and hospitals ▇▇▇▇://▇▇▇.▇▇▇▇▇.▇▇▇/ Hospices in UK including SCOTLAND Wales and Northern Ireland. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇.▇▇.▇▇/hospice_uk/ Local Enterprise Partnerships ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/localgovernment/ local/localenterprisepartnerships/summaries/ Local Development Agencies ▇▇▇▇://▇▇▇.▇▇▇.▇▇▇.▇▇/partners/by/themes Local Health Boards ▇▇▇▇://▇▇▇.▇▇▇.▇▇/servicedirectories/Pages/Servi ceSearch.aspx London Boroughs & City of London ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/londonfacts/lo ndonlocalgovernment/londonboroughs.htm NDA Properties Ltd No website – go through NDA website. General Practitioners ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇-▇▇▇▇▇▇▇▇▇▇▇▇▇-▇▇.▇▇.▇▇/ NHS Scotland ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇▇.nhs.uk NHS Wales GP Practices ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/localservices/ searchlocalservices.aspx?s=GPSurgeries NHS Wales ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇▇▇.▇▇▇.▇▇/ NI Public Bodies, NI Government Departments ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/gov.htm Northern Ireland Public Sector Bodies and Local Authorities ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/az2.htm Public Corporations ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/portfolio /index.asp Registered Providers/Housing Associations/Registered Social Landlords ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/ Royal Mail ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇.▇▇▇/ Schools in Northern Ireland ▇▇▇▇://▇▇▇.▇▇▇▇.▇▇▇.▇▇ Scottish Further and Higher Education Institutions. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇- ▇▇▇▇▇▇▇▇.▇▇.▇▇/▇▇▇▇▇.▇▇▇?▇▇▇▇=▇▇▇▇▇▇▇ ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇.▇▇/▇▇▇▇▇▇▇.▇▇ ml Scottish Local Government. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇.▇▇/Topics/Statistics/Bro wse/Labour-Market/EconomicProfilesLA Scottish public sector bodies. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇.▇▇▇.▇▇/Topics/Government Scottish Schools. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇.▇▇▇.▇▇/scottishschoolsonlin e/index.asp? Tenant Services Authority ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/server/sh ow/nav.14538 Welsh Public Bodies National Assembly for Wales, Welsh Assembly Government and Welsh Local Authorities. ▇▇▇▇://▇▇▇.▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇/ Private sector landlords are not subject to the same procurement regulations as public sector organisations; however, there may be interest from the private sector in using the framework. Where this does occur and the use seems appropriate, the Contracting Authority will be keen to incorporate such projects under the RE:NEW Framework. REDACTED INFORMATION [Drafting Note: the documents contained in this Schedule are templates and the model call-off contract terms may be more precisely formulated and/or supplemented by Employers during the mini-competition process] RENEW Solar Concession Agreement Call-Off Contract RENEW Services Call-Off Contract RENEW Operation and Maintenance Contract for Complex Work RENEW NEC3 ECSC Call-Off Contract RENEW JCT MWD Call-Off Contract RENEW JCT MW Call-Off Contract RENEW EPC Contract for Complex Work RENEW Concession Call-Off Contract Each Employer undertaking a Mini-Competition shall follow the approach described in paragraph 2 (RE:NEW Tender Approach) and paragraph 3 (The Contract Model) of Schedule 2 (Framework Scope) and the process set out in this Schedule 5A.