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					         Private and Confidential

                  Walsall Council

                Invitation to Submit a Tender for:

                 Private Home Improvements Works
               (Renewable Energy and related works)

Deadline for
                     9th August 2010 at 12pm (noon)

Invitation to submit a Tender
Overview – Health Through Warmth Project
Walsall Council Objectives

Section 1
Instructions to tenderers
Tender Evaluation
Contract Terms
Preliminaries and general conditions
General specification and trade preambles

Section 2
Schedule of rates Measured section

Section 3 – Documents to be fully completed and returned
Pre-tender Health and safety Information Pack
Form of Tender
Health and Safety Statement of Competence
Collusive Tendering Certificate
Corrupt Gifts and Payments Certificate
Approved status and certificates of compliance – to be completed and copy
certificates returned by contractors.
Customer Care - questions

Section 4
Address label for your tender envelope
Invitation to submit a tender

Dear Sir / Madam,

Invitation to tender
On behalf of Walsall Council and the Housing Standards and Improvement
Service you are invited to submit a tender for Private Home Improvement
Works (Renewable Energy and related works) under a project known as
Health Through Warmth (HTW), which the Council proposes to let. An
overview about HTW is attached for your information.

If you do not wish to tender in this instance please could you advise me so
that I can update our records.

If you wish to tender please complete in full each of the documents listed
below which are contained in Section 3 of this pack. These together will form
your tender offer to Walsall Council.
     Pre-tender Health and safety Information Pack
     Form of Tender
     Collusive Tendering Certificate
     Corrupt Gifts and Payments Certificate
     Approved status and certificates of compliance – to be completed and
       copy certificates returned by contractors.
     Customer Care – questions including copy of customer satisfaction

Your tender should be completed and returned in accordance with the
instructions to tenders attached to this document. Please remember you are
solely responsible for your tender is:

   1. Completed in accordance with those instructions
   2. Submitted along with each of the required documents
   3. Returned in accordance with the details stated using the label attached
      in section 4
   4. Received by Walsall Council before 12 noon on 9th August 2010.

The council is able to open and evaluate only those tenders which fulfil all of
these requirements.

If your tender is accepted by Walsall Council for the provision of Private Home
Improvement Works (Renewable Energy and related works) it will be in
accordance with the conditions of the council‟s form of contracts and the JCT
Agreement Measured Term Contract 2006, revision 2:2009 as detailed in this
tender pack.

This is a framework agreement to which a number of contractors may be
appointed. Work under the framework will be issued on a rotational basis.
If you have any questions about this tender please put these in writing to me
via e-mail address: I will endeavour to answer these
as promptly as possible. Answers to questions will be forwarded by e-mail to
all companies who have been invited to tender. Due to other commitments we
cannot guarantee that questions asked in the final week for tendering 2nd
August 2010 will be answered.

I look forward to receiving your completed tender documents, and will write to
you again to inform you of the result of your submission.

Yours faithfully,

Mr Bill Weston
Housing Improvements Officer
Overview - The Health Through Warmth Scheme (HTW)


The Carbon Emissions Reduction Target (CERT) funding is the government‟s
primary mechanism for improving the energy efficiency of the existing housing
stock. The Council can utilise the funding that is available from the energy
suppliers to fund carbon reduction measures in private sector housing.

The Council cannot guarantee any level of take up of requests from either
Health Through Warmth grant applicants or those classified as “able to pay”
or priority group clients. Priority group clients are defined as those in receipt of
certain state benefits or any household with someone over the age of 70.

As part of the tender process it is expected that the successful contractor(s)
will work in partnership with the Council and fuel suppliers to source CERT
funding for the works anticipated and the partnership will draw down such
funding to subsidies the cost to able to pay clients and subsidies the cost to
the council for priority group and Health Through Warmth clients. The majority
of households in fuel poverty are in the owner-occupied or private rented
sector therefore the energy suppliers are likely to target these dwellings to
help meet their priority group targets.

Background and how the Scheme works

Walsall Council manages a Health Through Warmth (HTW) scheme in
partnership with npower and NHS Walsall. The project tackles the issues of
cold related illnesses and excess winter deaths. It helps Walsall private
residents who are suffering ill health and living in cold and damp houses. The
project is borough wide and applies to all ages and tenures, although the
Councils own funding can only be utilised, when installing energy efficiency
measures, in the owner occupied or private rented sector.

The Team trains key workers to recognise that clients they visit are suffering
ill health as a result of living in a cold/damp home. Energy efficiency
improvements that can be assisted include:
      Full Central Heating
      Boiler replacement or repair
      Thermostatic Radiator Valves
      New programmers and thermostat controls
      Replacement radiators
      Power flush
      Panel Heaters
      Heating Repairs
      Gas supply to dwellings
      Solar Domestic Hot Water
Timescale and Target number of households
The Council cannot guarantee any works through this tender either in
2010/11, 2011/12 or 2012/13.
In 2010/11 the Council has secured up to £400,000 of Regional Housing Pot
funding to assist with grant schemes for private home owners / private rented
sector tenants to provide health through warmth assistance. This is a new
scheme and whilst we expect it will be popular we cannot guarantee any
„take-up‟ of grants at all as this is outside the council‟s direct control. Grants
are offered up to a maximum of £5,000 per property.
The Council has not as yet secured any funding to continue awarding grants
or loans in the 2011/12 or 2012/13 financial years. There is no guarantee that
funding will become available for the council to continue this project in these
years or be able to offer grants or loans for this work. If funding does become
available it is proposed that it would be for works based on the attached
schedule and again for a maximum of £5,000 per property.
Funds for grants / loans may only be known part way through a financial year.
This is outside the control of the Council but the Council would seek to advise
the successful contractors within the shortest space of time as possible
(maximum of 2 months from date of being made aware). Based on this we are
unable to advise what if any volume of grants or loans would be required in
2011/12 or 2011/12.
This tender is for energy efficiency improvements the volume of work is
dependent upon the number of eligible grant applications that the council
receives and therefore cannot be guaranteed. It is envisaged that it may be
Specification of works
The works for individual properties will be initially specified in summary by the
council‟s energy team for example:
Property A – Solar Domestic Hot Water
The contractor will be expected to undertake a technical survey of the
property and if they recommend additional works to our specification provide
justification. For example, if the contractor discovers that all pipe work in situ
will not cope with water pressures of a new boiler installation.
Overall Project objectives

      Easy to retro fit to existing homes
      Reduces long term energy bills, maintenance costs and reliance on
       fossil fuels
      Reduces building carbon emissions and therefore a property‟s “carbon
      Contributes towards a higher rated Energy Performance Certificate in
       the home
      No planning permission required
Private developments

Satisfied Customers is key

We work with vulnerable home owners and key to the services is their
satisfaction from start to finish i.e. from day of initial referral to day to
completion of the works.

We expect as a minimum a very high level of customer satisfaction to be
achieved and this will be recorded by contractors and monitored by the

The tenderer will be expected to submit as part of their submission an
example of a customer satisfaction questionnaire that they either currently use
or would propose to use as part of this work. Payment for physical works will
only be sanctioned by the council upon receipt of a satisfactorily completed
customer questionnaire. It will be incumbent upon the contractor to resolve
any „snags‟, disputes or issues with the resident to ensure satisfaction with the
works completed and the manner / quality (from start to finish) of the service
they have received. Please note it is not expected however, that the
contractor will have to undertake works that do not form part of the agreed

Walsall Council Objectives

Walsall Council has the objective to ensure the Borough will be a great place
to live, work and invest, where:

      people get on well with one another
      people can get around easily and safely
      people support and look after one another
      there are more and better jobs for local people
      people can live an independent and healthy life
      there is a wide range of facilities for people to use and enjoy
      people consider the impact of what we do now on future generations
      there exist high quality and distinctive designs of buildings and spaces
      growing up is as good as it can be and young people fulfill their
      people are our strength and have the skills and attitude required by
      everyone has the chance to live in a home fit for their purpose and for
       the future
      people feel proud to live

It is the Council‟s intention that the delivery of the contract will assist in the
achievement of the Sustainable Community Strategy for Walsall. Accordingly,
the Contractor will be required to deliver the jobs, skills and supply-chain
requirements as set out below.

These requirements will be included within the final contract documentation.
Any job vacancies that relate to the performance of the contract are
advertised through the Walsall Job Centre Plus in addition to any other
methods used by the Contractor. Further information can be obtained from
the Think Walsall team (email:

Any training and Apprenticeship opportunities that relate to the performance
of the contract are notified to the Think Walsall team (email: in addition to any other methods used by the

Supply Chain and Sub-Contracts
Any supply chain and sub-contract requirements that relate to the
performance of the contract are notified to the Think Walsall team (email: in addition to any other methods in order to allow
Walsall based businesses to bid for the opportunities. It is understood that no
guarantee of work to local businesses can be sought; however the Council
wishes to afford local businesses the opportunity to bid where appropriate.

(Note: The Contractor(s) appointed will be expected to cover the cost of the
requirements by accessing public sector and industry funding [further
information can be obtained from Think Walsall email:] and by effectively managing the works so as to
achieve good productivity from any trainees, apprentices etc)
Section 1

Instructions to Tenderers

Every person who submits a tender is solely responsible for that document
being received in accordance with these conditions:

All firms wishing to submit tenders to Walsall Council are required to follow
these instructions.

1. You should complete each section of every document supplied in full using
black ink or biro.

2. Every page into which figures are to be inserted shall bear the initials of the
person who signs the form of tender. Wherever a figure, date or quantity is
required, you should not insert terms such as “Inclusive” or “N/A”.

3. Should you wish to correct or alter any figure in your tender documents
prior to despatching them, this must be done by crossing through the
erroneous figure with a single diagonal line in ink. The figure to be
substituted should then be inserted and the alteration initialled by the
person who signs the form of tender.

4. Do not leave any documents incomplete or unsigned, as these may make
your tender ineligible to be evaluated.

5. Your tender must be submitted using only the original documents supplied
by the council. Should you spoil a document, a replacement should be
sought from the person whose name appears on this letter.

6. Additional information in support of a tender should be supplied in a
separate document, which should show the name of the proposed contract
along with the name and initials of the person who signs the completed

7. If you wish to include a variant offer, you must first provide an offer which
complies with all the original specifications and methods.

8. Tenders must be submitted in an envelope bearing the address label
contained at the end of this tender pack. This envelope must not bear any
name or mark identifying the sender. Should the tender documents be too
bulky to fit into one envelope, they should be placed in a suitable plain
container or wrapping to which the label provided should be securely
attached. Nothing should be written upon the envelope or package.

9. Any tender contained in an envelope or package which bears any
identifying mark, whether made by the sender, his agent or carrier, will be
considered ineligible: it will not be admitted as a valid tender.
10. If you intend to use an agent or courier to deliver your tender, including
the Royal Mail, you are advised to seek confirmation that the carrier will not
affix any label or other mark to the envelope, which could identify the
sender. Tenders received by Walsall Council will be ruled ineligible for
consideration where marked by couriers.

11. Your tender must be received before the date and time specified as being
the closing date for the receipt of tenders. The person or firm submitting
the tender to the council is solely responsible for that tender being received
before the time specified on the closing date.

12. Your tender may be delivered to the council, by hand to the customer
services officer in the Council‟s main reception, which is situated on the
ground floor of the Civic Centre. A receipt indicating time and date will be
issued. Customer Services Officers are able to receive tenders between
the hours of 9 a.m. and 5 p.m. Monday to Thursday, 9am 4.30pm Friday.
Tenders can also be handed into the Loading Bay at the rear of the Civic
Centre between the hours of 8.00 – 3.00 Monday to Friday.

13. Outside of these times your tender may be placed in the post box on the
left wall of the main Civic Centre entrance. This box will be opened each
day Monday to Friday, at noon. The fact that a person who intends to
deliver a tender is within the Civic Centre at or before the latest time
allowed for receipt, does not mean that the tender has been received on

14. Any tender received after the time set on the closing date will not be

15. The Council will not be responsible for any cost incurred in the preparation
or delivery of any tender. Neither shall it be responsible for any loss
consequent upon the submission of a tender document in breach of these

16. Should an error be discovered in your tender when my officers evaluate it,
you may be given the opportunity to correct this. If you respond by making
a correction, that will form a part of your tender price. Should you elect not
to correct the error, the original value will stand.

17. The award of the contract will be to the most economically advantageous
tender taking into account matters pertaining to the quality and
effectiveness of the service offered.

18. The Council does not bind itself to accept the lowest or any tender nor
does it warrant to provide any given amount of work to the successful
Tender Evaluation

Tenderers should note that in order to determine the company(ies) providing
the most economically advantageous tender, their tender will be evaluated
against a range of criteria. In order to provide consistency in the method of
evaluation the process will be based on a point score system relating to
further details of the general requirements.
In order for this evaluation to be carried out the tenderer will be required to
provide detailed information that is relevant, substantive and specific to the
contract requirements and how they will be achieved and maintained in the
respect of the Council‟s requirements.

It will be the sole responsibility of the tenderer to provide sufficient detail,
presented in sufficient clarity, to be taken into account at the evaluation stage
that will fully support their tender submission.

The evaluation of the tenderer‟s proposals regarding the extent of quantity
and quality to which the Council‟s listed requirements are provided as follows:

 Technical / Management Element                                            10%
       Method Statement (to be provided)
       Work Sequence and duration (example to be provided)
       Accredited Training (company certification to be provided
       with examples of employees)
       Quality Control System (example to be provided)
       Guarantees and Warranties
       Return of completed appendices
 Health & Safety Element                                                   10%
       H&S control system (to be provided)
       Construction phase H&S Plan (please provide)
       Completion of H&S appendices
       H&S file provision
 Environmental Element                                                     5%
       Purchasing of materials from sustainable source (example
       to be provided)
       Re-use of materials (example to be provided)
       Disposal of Materials (example to be provided)
 Customer Service Element                                                  15%
       Customer Care procedures (example to be provided)
       Customer provisions (example to be provided)

This shall establish the extent to which quantity and quality is provided by use
of a point scoring system as follows:

    Score        Meaning
     Fail        So critical to the project that without it the project fails
      0          Unacceptable
      1          Very weak – almost unacceptable
      2          Weak – well below expectations
      3         Poor – below expectations
      4         Satisfactory but below expectations
      5         Meets expectations
      6         Slightly exceeds expectations
      7         Good – well above expectations
      8         Very good
      9         Outstanding
      10        Exceptional
      Q         Qualified

The scoring system shall be set against each of the Council‟s listed
requirements. This section shall make up 40% proportion of the overall
percentage score.

The tenderer‟s proposals regarding the price and value of the proposal as
     Tendered price including Day Rates and any other indirect cost
     Qualifications

In the event that any Council requirement is not specifically and individually
priced in any tender submission then it shall be deemed as inclusive in the
offer unless specifically excluded in writing within the tenderer‟s submission.

This section shall make up 60% proportion of the overall percentage score.


This will provide a summary of results of the overall evaluations and the sum
of the scores from those tenders having been included in all stages of the

A final report including the score summary will be produced and provided to
appropriate Council authority to accept or not accept tenders.

Errors in the Computation of the Tender

Should any errors become apparent when the priced and completed
documents are being examined, the tenderer will be given the details of such
errors and afforded an opportunity of standing by, or withdrawing, his offer.
Any correction of figures used in tender assessment shall be at the Council‟s
final discretion and shall not compromise auditable procedure.

Acceptance of Tender

The successful tenderer may be required to execute a formal Agreement and,
until the execution of that formal contract agreement the successful tender
together with the Council‟s offer and tenderer‟s written acceptance will form a
binding agreement between the Council and the successful tenderer based on
the terms of the original tender offer.

The contractor is to co-operate fully with the Council‟s internal auditors in any
enquiries in connection with this contract. The contractor is to allow the
Council‟s internal auditors to examine all accounts and procedures in
connection with the contract and provide them with all information and
explanations they may require.

1. Sole Contract

This Contract constitutes the sole contract or agreement between the
Authority and the Supplier for the provision of the Services and any goods by
the Supplier. These terms of purchase shall apply to the Contract between the
Supplier and the Authority, to the exclusion of all other terms including those
that the Supplier may purport to apply to any such transactions.

2. Satisfactory Service

The Supplier shall provide the Services and any goods in accordance with the
Contract to the satisfaction of the Authority.

3. Nature and Quality of Services and any goods


It is a Condition of this Contract that the Services and any goods supplied
shall conform in all respects with those specified in Schedule x of this contract
and with any other requirements communicated by the Authority to the
Supplier, including any sample supplied by the Authority to the Supplier.
Further the Services and any goods supplied shall conform in all respects with
any sample or demonstration supplied by the Supplier to the Authority.


It is a Condition of this Contract that all Services and any goods supplied will
conform with the description given by the Authority in Schedule x of this
contract. „Description‟ shall be deemed to include all references to markings,
labels, warnings, patterns and specifications.


It is a Condition of this Contract that all Services will be provide in accordance
with the Contract Standard and in any event with the utmost care and skill and
any goods supplied will be of satisfactory quality (as defined in the Sale and
Supply of Services and Goods Act 1982) and fit for all their common

4. Fit for Authority’s Particular Purpose

It is a Condition of this Contract that all Services will be rendered with such
skill and care as necessary to enable the Services supplied and any goods
supplied to be fit for any particular purpose made known to the Supplier by the

5. Title to Services and any goods - Right to Sell

It is a Condition of this Contract that:-
      the Supplier has the right to supply the Services and any goods to the
        Authority at the time of delivery and performance, and
      the Services and any goods sold will be free of all encumbrances, and
      the Authority will enjoy quiet possession of the services and any goods

6. Right to Indemnity of Infringement of Intellectual Property Rights

Where the Authority‟s engagement of the Supplier‟s Services and or
ownership, possession, or use of any goods supplied infringes any other
person‟s intellectual property rights, then the Supplier will indemnify the
Authority for all resulting losses, expenses and liabilities.

7. Liquidated Damages

Where the Supplier fails to deliver the Services and any goods in accordance
with the above, damages shall be payable to the Authority in respect of any
inconvenience and or loss incurred by the Authority arising from the failure to
deliver in accordance with the above.

8. The Contract Price

Price Payable

The price payable shall be the price specified in Schedule xx to this contract,
pertinent to each activity mentioned in that Schedule. This price is inclusive of
VAT, taxes and all other duties. The Service Supplier shall be deemed to
have satisfied himself as to the accuracy and sufficiency of the Contract Price
which shall (except insofar as it is otherwise provided in the Contract) cover
all his obligations under the Contract and shall be deemed to have obtained
for himself all necessary information as to risks, contingencies and any other
circumstances which might reasonably influence or affect this Contract.

Method of Payment

The Supplier shall invoice the Authority for all monies due and the invoices
shall be paid within 30 days of receipt subject to their compliance with the
terms of the Contract and any right of set off.

Right of Set-off

The Authority may set-off against the price any sums due from the Supplier to
the Authority whether under this contract or others.

9. Passing of Property and Risk

Property in any goods supplied under this contract shall pass to the Authority
when delivery is made to the Authority. Passing of property shall not prejudice
the Authority‟s right to reject the services and any goods under Clause 11

10. Risk

The Services and any goods shall be at the Supplier‟s risk until the Services
and any goods are delivered in accordance with the terms of the Contract.

11. Right to Reject and Replace

Right of Inspection

The Authority shall not be deemed to have accepted the Services and any
goods until they have been inspected by the Authorised officer to determine
whether they comply with the Contract.

Right to Reject

The Authority shall have the right to reject any or all of the Services and any
goods within 6 months of their delivery, for any breach of condition.

Right to Demand Replacement

Where the Supplier has supplied Services and any goods in breach of this
contract, which are not in conformity with the contract, the Authority may elect:

(a) To reject the Services and any goods and goods and terminate the
Contract, or to demand that the Supplier supply replacement Services and
any goods within a time specified by the Authority, and in either case claim
damages for all losses, expenses and liabilities incurred as a result of the
Supplier‟s breach


(b) Alternatively, where the Supplier consistently fails to provide the service,
the Authorised Officer may elect to secure the provision of the service from
alternative providers and seek reimbursement from the Supplier of any
additional costs incurred to the Authority consequent upon this action.

12. Force Majeure

The Authority shall not be liable for any failure of performance due to act of
God, war, strike, lock-out, industrial action, fire, flood, storm or any other
event beyond the control of the Authority.

13. Waiver

The Authority may waive any of its rights under this Contract without prejudice
to any other rights under this or other Contracts.
14. Cancellation

The Authority may, by written notice and at any time, cancel any order before
delivery, without any liability to the Supplier.

15. Ambiguity of Clauses

Except as otherwise expressly provided, the documents comprising the
Contract are to be taken as mutually explanatory of one another and, in case
of ambiguities or discrepancies, the same shall be explained and adjusted by
the Authorised Officer who shall thereupon issue to the Supplier appropriate
instructions in writing and the Supplier shall carry out and be bound by such

16. Agreement to Variations

Notwithstanding any other of these Conditions: -

(a) No deletion from, addition to, or variation of the Conditions shall be valid
or of any effect unless agreed in writing and signed by both parties.

(b) Where there is any inconsistency between these Conditions and any
provision in any other Contract document, these Conditions shall prevail.

17. Copyright

Copyright in the documents comprising the Contract shall vest in the Authority
but the Supplier may obtain or make at his own expense any further copies
required for use by him in performing the Contract.

18. Contract Procedure Rules and Financial Procedure Rules

The Contract shall be subject to the Contract Procedure Rules and Financial
Procedure Rules of the Authority current at the date of the Contract, copies of
which may be viewed by arrangement with the Authority‟s Authorised Officer
dealing with this Contract.

19. Authorised Officer

The Authorised Officer: -

(a) Shall be such duly authorised representative appointed from time to time
by the Authority to act in the name of the Authority for the purposes of the

(b) May from time to time appoint one or more representative to act for the
Authorised Officer generally or for specified purposes or periods. Immediately
any such appointment is made, the Authorised Officer shall give written notice
thereof to the Supplier. The Authority shall upon the signing hereof give
notice in writing to the Supplier of the name and telephone number of the
Authorised Officer.
20. Variations to Contract

The Authorised Officer shall be entitled to issue to the Supplier instructions in
writing requiring the Supplier to do all or any of the following: -

(a) To omit or cease to provide any part of the Services and any goods for
such period or periods as the Authorised Officer may determine, which period
or periods may be of either a temporary or permanent nature.

(b) To provide the Services and any goods or any part thereof in such
manner as the Authorised Officer may reasonably require.

(c) To provide such Services and any goods additional to the Services and
any goods as the Authorised Officer may reasonably require, provided that
such additional Services and any goods shall be the same as or similar to the
Services and any goods in which case the appropriate Contract Price shall
apply to such additional services and any goods.

(d) Permanently to vary the Services and any goods to be provided, with no
claims for losses either present or future of the Supplier being accepted by the

21. Manner of Service Provision

During the Contract period the Supplier shall provide the Services and any
goods (and any modifications thereof authorised under these Conditions) in a
proper skilful manner, to the Contract Standard and to the satisfaction of the
Authorised Officer.

The Supplier shall at all times during the Contract Period allow the Authorised
Officer access to all records and documents in the possession of the Supplier
in connection with the provision of the Services and any goods.

If the Supplier fails to provide the Services and any goods or any part thereof
with due diligence or in a proper skilful manner, or to the Contract Standard
and to the satisfaction of the Authorised Officer, the Authority may itself
provide or may employ and pay other persons to provide the Services and
any goods or any part thereof and all costs incurred thereby may be deducted
from any sums due or to become due to the Supplier under the Contract or
shall be recoverable from the Supplier by the Authority as a debt. The rights of
the Authority under this condition shall be without prejudice to any other rights
the Authority has under this Contract.

22. Qualification of Supplier’s Employees

The Supplier shall:-

(a) Employ in and about the provision of the Services and any goods only
such persons as are careful, skilled, honest, experienced and suitably
qualified in the work that they are to perform. The names of the persons to be
employed, their qualifications and experience, are to be made known to the
Authorised Officer prior to the commencement of the contract.
(b) Employ sufficient persons to ensure that the Services and any goods are
provided at all times and in all respects to the Contract standard, and shall
ensure that a sufficient reserve of employees is available to provide the
Services and any goods to the Contract standard during staff holidays or
absence through sickness or otherwise.

(c) Ensure that every person employed by him in and about the provision of
the Services and any goods is at all times properly and sufficiently qualified,
experienced and instructed with regard to the Services and any goods and in

              (i)     The task or tasks such person has to perform;

              (ii)    All relevant provisions of the Contract;

              (iii)   All relevant policies, rules, procedures standards of the

(d) The Authorised Officer shall have the right to exclude from the provision of
the service any individual person or persons but not vexatiously so. Such
exclusion shall normally only be made upon the grounds of:

              (i)     Inappropriate qualification or experience;

              (ii)    Previous involvement with the Council or one of its
              clients, agents or partners which may be viewed as preventing
              independence; or

              (iii)  Inappropriate personal or professional conduct either
              during the performance of the service or before the
              commencement of the service.

23. Contract Manager

The Supplier shall: -

(a) Appoint an employee as Contract Manager empowered to act on behalf of
the Supplier for all purposes connected with the Contract. Any notice,
information, instruction or other communication given or made to the Contract
Manager shall be deemed to have been given or made to the Supplier.

(b) Upon the signing hereof give notice in writing to the Authorised Officer of
the name and telephone number of the person appointed as Contract
Manager and of any subsequent appointment.

(c) Forthwith give notice in writing to the Authorised Officer of the name and
telephone number of any person authorised to act for any period as deputy to
the Contract Manager.

(d) Ensure that the Contract Manager, or a competent deputy, duly
authorised by the Supplier to act on his behalf, is available to the Authorised
Officer in person at all reasonable times during the Contract Period.
(e) Provide a sufficient number of supervisory employees, in addition to the
Contract Manager, to ensure that the Suppliers employees engaged in the
provision of the Services and any goods are at all times adequately
supervised and properly performing their duties to the Contract Standard.

(f) Maintain current and accurate records of all work carried out in the
provision of the Services and any goods. These records shall be open for
inspection by the Authorised Officer or his representatives at all reasonable

The Contract Manager shall inform the Authorised Officer promptly of, and
confirm in writing, any instances of activity or omission on the part of the
Authority which prevent or hinder, or may prevent or hinder, the Supplier from
complying with the Contract. The provision of information under this condition
shall not in any way release or excuse the Supplier from any of his obligations
under the Contract.

24. Confidentiality

The Supplier shall not: -

(a) During the Contract Period or at any time thereafter make use for his own
purposes of, or disclose to any person (except as may be required by law),
any information contained in any material provided to him by the Authority
pursuant to the Contract or prepared by the Supplier pursuant to the Contract,
all of which information shall be deemed to be confidential.

(b) Dispose nor part with possession of any material provided to him by the
Authority pursuant to the Contract or prepared by the Supplier pursuant to the
Contract, other than in accordance with the express written instructions of the

The Supplier shall procure the compliance of his employees with the
provisions of Condition 24.

In addition to any other provision of this Contract where the Supplier has
incurred any liability to the Authority, whether under this agreement or
otherwise and whether such liability is liquated or unliquidated, the Authority
may set off the amount of such liability against any sum that would otherwise
be due to the Supplier under this agreement.

25. British Standards / EU Equivalent

Where an appropriate British Standard Specification or British Standard Code
of Practice or E.U. equivalent is current, all Services and any goods used or
supplied and all workmanship shall, as a minimum requirement, be in
accordance with that Standard, without prejudice to any higher standard
required by the Contract.

26. Compliance with Statutory Provisions

The Supplier shall comply with all statutory and other provisions to be
observed and performed in connection with the Services and any goods and
shall indemnify the Authority against any claims made as a result of any
failure in compliance.

27. Race Relations Questionnaire

The Supplier providing the Services and any goods shall provide a detailed
response to the Council‟s Race Relations Questionnaire, as provided for
under the Local Government Act 1988, Regulations or Orders.

28. Health and Safety

The Supplier shall provide details of his Health and Safety policy and any
instances of the Supplier being charged with or being found guilty of any
breach of any Health and Safety Legislations whatsoever, including the Health
and Safety at Work Regulations and any other Acts, Regulations or Orders
pertaining to the Health and Safety of employees, non-employees and
persons otherwise affected by the Supplier. Further the Supplier shall provide
a detailed response to the Health and Safety Questionnaire included within
the tender Pricing Schedule.

The Supplier shall not, whether himself or by any person employed by him to
provide the Services and any goods, solicit any gratuity, tip or any other form
of money taking or reward, collection, or charge for any part of the Services
and any goods other than bona fide charges approved by the Authority.

29. Indemnity / Insurance

(a) The Supplier shall indemnify and keep indemnified the Authority against
the injury to or death of any persons, or loss of or damage to any property,
which may arise out of the act, default or negligence of the Supplier, his
employees or agents and against all actions, claims, demands, proceedings,
damages, costs, charges and expenses whatsoever in respect thereof, or in
relation thereto, provided that the Supplier shall not be liable for, nor be
required to indemnify the Authority against any compensation or damages for
or in respect of injuries loss or damage resulting wholly from any act, default
or negligence on the part of the Authority, its employees or agents not being
the Supplier or employed by the Supplier. The Supplier will need to provide
the authority with copies of all insurance‟s and renewals when due.

(b) Without thereby limiting his responsibilities under this Condition, the
Supplier shall insure with a reputable insurance company against all loss of
and damage to property and injury to, or death of, persons arising out of or in
consequence of the Suppliers obligations under the Contract and against all
actions, claims, demands, proceedings, damages, costs, charges and
expenses in respect thereof.

(c) The insurance in respect of personal injury or death of any person arising
under a Contract of Service with the Supplier and arising out of an incident
occurring during the course of such person‟s employment shall comply with
the Employer‟s Liability (Compulsory Insurance) Act 1969, and the Road
Traffic Act 1972 and any statutory orders made thereunder or re-enactments
thereof. For all other claims to which this Condition applies, the insurance
cover shall be a sum equal to the Suppliers charges in respect of this Contract
or such greater sum as the Supplier may choose in respect of any one
incident and his insurance policy effecting such cover shall have the interest
of the Authority endorsed thereon, or shall otherwise expressly by its terms
confer its benefits upon the Authority.

(d) The Supplier shall supply to the Authority immediately upon request
copies of all insurance policies, cover notes, premium receipts and other
documents necessary to comply with this Condition.

(e) The Authority shall indemnify and keep indemnified the Supplier and
insure with a reputable insurance company, or self-insure, against the injury
to, or death of, any persons, or loss of, or damage to, any property which may
arise out of the act, default or negligence of the Authority, its employees or
agents other than the Supplier his employees or agents and against all
actions, claims, demands, proceedings, damages, costs, charges and
expenses whatsoever in respect thereof or in relation thereto.

30. Provision of Equipment

Except as otherwise specified the Supplier shall provide all equipment and
materials necessary for the provision of the Services and any goods to all
statutory conditions.

31. Security of Equipment

The Supplier shall be responsible for the security of all materials and
equipment used by the Supplier in connection with the provision of the
Services and any goods belonging to the Supplier or to the Authority and the
Authority shall be under no liability in respect thereof.

32. Assignment

The Supplier shall not: -

(a) Assign the Contract or any part thereof or the benefit or advantage of the
Contract or any part thereof;

(b) Sub-contract the provision of the Services and any goods or any part
thereof to any person without the previous written consent of the Authority,
which consent shall be at the discretion of the Authority and if given, shall not
relieve the Supplier from any liability or obligation under the Contract and the
Supplier shall be responsible for the acts, defaults or neglect of any sub-
Supplier or his agents, or employees in all respects as if they were the acts,
defaults or neglect of the Supplier or his agents or employees.

33. Corruption

The Authority is able to revoke this Contract and to recover from the Supplier
the amount of any loss arising from such revocation if the Supplier shall have
offered or given or agreed to give to any person any gift or consideration of
any kind as an inducement or reward for doing or forbearing to do or for
having done or forborne to do any action in relation to the obtaining or
execution of the Contract or any other Contract with the Authority, or for
showing or forbearing to show favour or disfavour to any person in relation to
the Contract or any other Contract with the Authority, or if the like acts shall
have been done by any person employed by him or acting on his behalf
(whether with or without the knowledge of the Supplier) or if in relation to any
Contract with the Authority the Supplier or any person employed by him or
acting on his behalf shall have committed any offence under the Prevention of
Corruption Act 1889 – 1916, or shall have been given any fee or reward the
receipt of which is an offence under sub-section (2) of Section 117 of the
Local Government Act 1972, and upon such cancellation the Supplier shall
not have or prefer against the Authority any claim in respect of this Contract
for work done or materials used, supplied or otherwise, howsoever in respect

34. Termination in Event of Breach etc

If the Supplier: -

(a) Commits a breach of any of his obligations under the Contract;

(b) Becomes bankrupt, or makes a composition or arrangement with his
creditors, or have a proposal in respect of his Company for the voluntary
arrangements for a composition of debts or scheme or arrangement approved
in accordance with the Insolvency Act 1986 or any re-enactment thereof;

(c) Has an application made under the Insolvency Act 1986 in respect of his
Company to the Court for the appointment of an administrative receiver;

(d) Has a winding-up order made, or (except for the purposes of
amalgamation or reconstruction) a resolution for voluntary winding-up passed;

(e) Has a provisional liquidator, receiver, or manager of his business or
undertaking duly appointed;

(f) Has an administrative receiver, as defined in the Insolvency Act 1986 or
any re-enactment thereof appointed;

(g) Has possession taken, by or on behalf of the holders of any debentures
secured by a floating charge, of any property comprised in, or subject to, the
floating charge;

(h) Is in circumstances which entitle the Court or a creditor to appoint, or
have appointed, a receiver, a manager, or administrative receiver, or which
entitle the Court to make a winding-up order;

       (i)     Is charged with an offence contrary to the Criminal law;

       (j)     Is arraigned with a breach of the Civil law;

then in any such circumstances the Authority may, without prejudice to any
accrued rights or remedies under the Contract, terminate the Suppliers
employment under the Contract by notice in writing having immediate effect.
35. Authority’s Rights on Termination

35.1 If this contract is terminated as provided for in Conditions 29 and 30,
the Authority shall: -

(a) Cease to be under any obligation to make further payment until the costs,
loss and/or damage resulting from or arising out of the termination of the
Suppliers employment shall have been calculated and provided such
calculation shows a sum or sums due to the Supplier;

(b) Be entitled to repossess any of its materials, equipment, or other services
and any goods loaned or hired to the Supplier and to exercise a lien over any
of the materials, equipment, or other services and any goods belonging to the
Supplier for any sum due hereunder or otherwise from the Supplier to the

(c) Be entitled to employ and pay other persons to provide and complete
provision of the Services and any goods or any part thereof and to use all
such Supplier‟s materials, equipment or other services and any goods for the
purposes thereof;

(d) Be entitled to deduct as a debt, any loss or damage to the Authority
resulting from or arising out of the termination of the Suppliers employment
from any sum or sums which would have been due from the Authority to the
Supplier if it had not been for Condition 39.1(a). Such loss or damage shall
include the reasonable cost to the Authority of the time spent by its officers in
terminating the Suppliers employment and in making alternative
arrangements for the provision of the Services and any goods or any part

(e) When the total costs, loss and / or damage resulting from or arising out of
the termination of the Suppliers employment has been calculated and
deducted so far as practicable from any sum or sums as provided for in
Condition 39.1(a) from any sum or sums due to the Supplier, any balance
shown as due to the Authority shall be recoverable as a debt, or alternatively
the Authority shall pay to the Supplier any balance shown as due to the
Supplier. In the event of there being insufficient sums against which the
Authority can recover said total costs, loss and/or damage the Authority shall
be entitled in any event to recover said total costs, loss and/or damage as a

The rights of the Authority under this contract are in addition to and without
prejudice to any other rights the Authority may have whether against the
Supplier directly or pursuant to any guarantee or indemnity.

37. Service of Documents

Any demand, notice, or other communication required to be given hereunder
shall be sufficiently served if served personally on the addressee, or if sent by
prepaid first class recorded delivery post, or facsimile transmission to the
registered office or last known address of the party to be served therewith and
if so sent shall, subject to proof to the contrary, be deemed to have been
received by the addressee on the second business day after the date of
posting or on successful transmission, as the case may be

38. Best Value

The Authority operates this Contract in accordance with the principles of the
Best Value regime and as a consequence performance of this Contract,
Services and any goods rendered under this contract shall be subject to the
overriding principles of Best Value.

39. Waiving of Provisions

Failure by the Authority at any time to enforce the provisions of the Contract
or to require performance by the Supplier of any of the provisions of the
Contract shall not be construed as a waiver of any such provision and shall
not affect the validity of the Contract or any part thereof or the right of the
Authority to enforce any provision in accordance with its terms.

40. Holding Out

The Supplier and his employees: -

(a) Is not and shall not in any circumstances hold himself or themselves out
to be or as being the servant or agent of the council for any purpose
whatsoever, except in the circumstances permitted by this contract.

(b) Is not and shall in no circumstances hold himself out as being authorised
to enter into any contract on behalf of the Council, or in any way to bind the
Council to the performance, variation, release or discharge of any obligation.

(c) Is not and shall in no circumstances hold himself out as having the power
to make, vary, discharge or waive any bye-law or regulations of any kind.

(d) Unless otherwise provided for in this agreement any equipment leasing
agreements entered into by the Supplier must not form a liability to the
Council or to any new Supplier after the end of the existing contract. The
Supplier shall indemnify the Council for all costs, losses and expenses
incurred whatsoever as a consequence of a breach.

41. Third Parties

Notwithstanding any other provision of this contract nothing in this contract
confers or purports to confer any third party right to enforce any terms on any
person who is not a party to it.

42. Invalid / Unacceptable Provisions

If any provision of the Contract shall become or shall be declared by any
Court of competent jurisdiction to be invalid or unenforceable in any way, such
invalidity or unenforceability shall in no way impair or affect any other
provision all of which shall remain in full force and effect.
 Contract Terms


Article 3: Contract Administrator
For the purpose of this contract the Contract Administrator is the Manager of the
Council Housing Standards and Improvements Service

or if he ceases to be the Contract Administrator, such other person as the employer
shall nominate in accordance with 3.10.1 of the conditions.

     Various private dwellings within the Metropolitan Borough of Walsall.

 .2 Description of types of work of orders may be issued
 Schedule of rates for Renewable energy system installation
 Repairs, alterations and improvements to existing systems and ancillary related
 All works to be for private dwellings within the Metropolitan Borough of Walsall.
Employer‟s nominee           - Manager of the Council Housing Standards and
Improvements Service

Contracts nominee

                                         Or such replacement as each party may
                                         notify the other from time to time

3. Contract Period
(article 1 and Clause 7.1)

Subject to clause 7.1, the contract period will be up to 31st March 2013

Contract commencing on 30th September 2010
Priority Code A – Urgent response time to be 7 days mobilisation from
               verbal/official order to commencement

Priority Code B - Normal response time to be 21 days mobilisation from official
               order to commencement

The maximum duration and completion date of all works at each individual property
should be 4 days. It is expected that most could be completed within 5 days. Only
in exceptional circumstances would it be expected that works take longer than 7
days per order.

As the maximum grant value / order is £5,000 no progress payments will be issued
for any individual scheme.

   Repairs, alterations and improvements to existing solar Hot Water heating
   systems and ancillary related items
   All works to be for private dwellings within the Metropolitan Borough of Walsall.

.3 Rates Fluctuations
Clause 5.6.1 Does not apply

Prices shall be fixed for the period September 2010 to March 2013.

.4 Basis and dates of revision.
This contract is for up to 31st March 2013. The price will be fixed see .3 above for
the period September 2010 to 31st March 2010 i.e. there will be no revision.
                                            6 weeks

English Law
The Laws of England shall govern this Contract.


      1.1 The works to be undertaken will be to provide renewable Energy
          installation, Solar D.H.W. heating systems and improvements, repair and
          alteration and associated contracting service to the Metropolitan Borough
          of Walsall for various privately owned dwellings in order to provide
          services to grant eligible owners / occupiers.

         Further details as described in the specification section of this document.

         Contractors must take into account the well-being of occupants
         throughout the works, this will be of paramount importance.

      1.2 The works shall be managed by the Metropolitan Borough of Walsall,
          Housing Standards and Improvement Service, who may appoint
          professional agents to act on their behalf.

    1.5 This tender is for Renewable energy efficiency improvements the volume
        of work is dependent upon the number of eligible grant applications that
        the council receives and therefore cannot be guaranteed.

    1.6 The council can give no guarantees to the quantities of work or continuity
        of work:
2.2   The HTW grant scheme is available to eligible private owners of
      homes and private rented tenants within Walsall MBC area
The invoice must include the Health Through Warmth Grant Reference
in addition to the above details.
9.10   The contractor is required to obtain from the Contract Administrator
       permission before any pre-works inspection is made or work carried
The contractor is required to liaise with the Contract
Administrator with regard to the actual times during which work
will be undertaken.
15.2 The contractor must make arrangements with the C.A. / occupants to give
     written notice in time of the precise dates fro access to the various parts
     of the works for the purposes of completing the work and making good
General Specification and Trade Preambles


       01    The Contract rates allow for compliance with all of the following
             statements and clauses.

       02    All the values contained within these documents are inclusive of all
             labour, plant, Health and Safety, welfare, overheads, materials,
             preliminary, builders works and making good all surfaces disturbed
             item costs and profit including transportation to site and removal
             from site of rubble/surpluses, unless otherwise stated in the
             measured section of the Schedule of Rates (i.e. all in rates).

       03    The works generally will be tendered on a fixed price schedule of
             rates for three years, and specification basis.

       04    The following abbreviations have been used throughout these

             Ex.                      Exceeding
             N.E. or n.e.             Not exceeding
             mm                       Millimetre (linear)
             mm2                      Square Millimetre
             m                        Metre (linear)
             m2                       Square metre
             m3                       Cubic metre
             No                       Number
             Fin                      Finished size
             E.O.                     Extra over
             B.S.                     British Standard
             B.S.C.P or C.P.          British Standards Code of Practice
             EU                       European Union
             B.T.U.                   British Thermal Unit
             PVCu                     Unplasticised Polyvinylchloride
             C.A.                     Contract Administrator
             K.W.                     Kilowatt
             W                        Watt

       05    BUILDERS WORK

             Builders work, temporary removal/replacement of household items
             and equipment, setting out and cutting of holes, chases etc., lifting
             and replacing floorboards, traps etc. and making good the fabric of
             the building for all sections of work has been included within the
             rates. Making good to surfaces disturbed, but not necessarily
             referred to within this contract, shall be included within the rates of
             measured items.
Contractors Technical site survey

The procedure for technical site surveys will be different when comparing
existing dwellings to those yet to be built (new-build). In either case, however,
a standard checklist can be used to ensure that the important factors are
taken into account. With new-build, the survey in effect takes place from
drawings, whereas existing dwellings should be personally visited. The list
below gives an indication of the main points to consider:

• Shading
• Collector fixing surface, pitch and orientation
• Collector fixing area, structure and covering
• Access to collector location
• Back-up DHW heat sources
• Pre-heat storage locations
• Secondary water pressure
• Water quality
• Occupant's DHW usage pattern

Structural considerations
Wind and snow loads
Solar collectors impart two kinds of loads onto their mounting surface:

• Static (dead weight)
• Imposed (snow, wind)

The imposed loads are particularly variable due to weather conditions and can
be affected by the exact position and shape of the collector. Imposed loads
can occasionally be negative (lifting) and can be complex when they arise
from the interaction of airflow around nearby obstacles. A structural engineer
would normally be responsible for calculating such loads; all forces are
expressed in Newtons noting that a kilogram has a force from gravity of
approximately 10 Newtons at sea level. Forces may be combined, such as
with snow and wind or snow along with the dead weight hence these
Components should be added together for the total force affecting the
collector. Where doubt exists, further guidance is available from BS 6399, BS
EN 1991 and BRE Digest 489 (Wind based loads on roof-based photovoltaic
It is also recommended that the roof covering, either adjacent to a roof
integrated collector or beneath an above roof mounted collector, is
mechanically fixed to adequately resist the wind uplift load calculated in
accordance with BS 6399 and BS 5534.

All tiles near solar collectors should be mechanically fixed in place. It is
particularly important for above roof mounted collectors that the roof covering
beneath them should be mechanically fixed to the requirements for local roof
areas as defined in BS 5534. This is because of the potential for acceleration
of wind speed beneath the collector creating high levels of suction.

All external components must be designed to take account of ultra-violet and
ozone degradation, storm force winds, salt spray, snow loads and rodent
attack. They should also be resistant to any additives to the heat transfer fluid
that may be spilt such as antifreeze and any sharp edges present when
passing through the roof Pipe insulation, where external, should be of the high
temperature and of the non-absorbent (closed-cell) type.

As a rule, the layout should be planned to minimize external pipe runs, even if
simply to reduce heat loss. External pipe fixings are difficult to secure across
both pitched and flat roofs, but where used should be corrosion resistant. On
pitched roofs, these can be formed from metal strips located under tiles. On
flat roofs, ballast weights may be useful. In all cases, water drainage must be
considered and, ideally, the pipe raised to allow debris and snow to clear. Low
voltage sensor or power cables requiring support are usually clipped to the
insulation over the pipe, unless built as suggested.

The solar trade in the UK has historically used silicone sealant around pipes
and cables penetrating roofs. Where this continues, the sealant should retain
at least 50% flexibility and be resistant to ultra-violet degradation. Where in
contact with the pipes, the sealant should also be resistant to temperatures up
to 150°C. Reference to such sealants can be made using ISO 11600, BS
6213 or BS 5889. Furthermore, the sealant should only be applied in dry
conditions, with ambient air temperatures above 5°C. Fixing should only be
onto a suitably prepared clean surface and the sealant should be tooled to
ensure adhesion.

Good practice requires use of proprietary or custom metal flashing. There
may also be options using propriety soil vent products, however these do not
normally allow continuous insulation though the penetration. A solution that
may allow this would be a deep-dish 'eyebrow' ventilator tile (approx. 30cm2
free air) commonly used by the solar industry in Europe. Underlay penetration
is unavoidable with pipes and cables connecting solar collectors through
pitched roofs. Where air tightness and insulation levels are to be retained,
proprietary eyebrow tiles with purpose designed aprons and ducts may be the
only viable solution. For certain roof types, proprietary flashings may
not be available requiring the use of flexible sealants and custom flashings.
It is worth noting that existing UK roofing guidance makes little or no reference
to solar collectors as yet, however the following is regarded as general good
practice in respect of pitched tiles or slates:

Maintain access to the roof covering beneath the collector. Impart no loads
(static, wind or snow) onto the roof covering. Design the loads onto
substantial roof structures i.e. rafters, purlins, trusses. Provide sufficient lap of
flashing where tiles are cut or raised. Allow for negative pressure lifting
adjoining components.
For pitched tiles or slates, existing practice in the solar trade since the 1970's
has tended towards the use of malleable aluminium or stainless steel straps
laid under tiles and screwed onto rafter tops. Aluminium angle extrusions can
be screwed onto rafters through drilled holes in tiles. It should be noted these
techniques may impart loads onto the roof tiles.
For modern, single lap interlocking tiles, there is increased use of preformed,
rigid stainless steel brackets fixed to rafters under the tiles. Pre-manufactured
plastic tiles with integral steel mounts that replace whole tiles are also used,
although these require a minimum batten size. Screwed fixings tend to be
stainless steel.
Both slates and solid stone slabs are common in UK and difficulties due to
their non-accessible fixings make the location of underlying structures difficult.
They are also frequently found in non-standard sizes, preventing standard
bracket solutions.

Where the underlying structure includes a continuous wooden decking,
brackets intended for battens may not adequately fit.
A partial re-roof may be required to allow good practice insertion of
appropriate zinc or lead flashing with custom brackets. Double lap small clay
tiles are also common in the UK and can be exceptionally hard, yet brittle. The
close spacing and thinness of battens also creates problems with bracket
Good practice for this type of roof would inevitably require use of flashing. The
use of stainless steel threaded studding passing through the roof covering
and fixed to rafters is another method that lifts the weight of the collector off
the tiles and has the advantage of independence from the tile construction.
To cope with the large variety of roof coverings, the use of a wide range of
brackets, flexible sealants and custom flashings will often be required.

According to BS 6651, lightning protection is normally only required where the
assessed risk is greater than 1 in 100,000. The assessment considers soil
type, trees, ground shape, size and vulnerability of the structure itself
Collector certification

Solar collectors should be fully tested and independently certified to BS EN
12975 in respect of durability, reliability and performance. This standard sets
out procedures to test durability and reliability under extreme conditions, and
provides a measure of energy performance. Where the collector falls within
the scope of the Pressure Equipment Regulations and is tested by a notified
body, then it can also show the 'CE' mark where compliance to the Pressure
Equipment or other Directive is declared within the single European market.
Optionally, these tests can be undertaken by accredited independent
specialised test centres who are able to test and certify to this standard to
Show that the collector tested was randomly selected from a production line.
This permits the use of the 'Solar Keymark' logo

Collector areas

The overall physical area of a collector is the gross area, this being the overall
size. The area of the absorber within the collector frame is the net area. The
aperture area is the unshaded opening that permits or reflects light in. Care
must be taken in comparisons that the same data are being used. The net
absorber area is a strong indication of the useful heat gathering surface
potential. However in the case of some cylindrical tube absorbers; a reflector
may also be present. In this case the aperture figure would have
to be considered but, in the UK, reflectors are of limited benefit due to a rapid
build up of mould and the strong effect of cloud cover diffusing the sunlight.
Reflectors can also adversely affect the appearance of a collector that can
otherwise be of a dark or neutral appearance.

Collector data badge

According to BE EN 12975, the collector would be expected to carry a data
plate clearly displaying the following information:

• Manufacturer's name
• Serial no
• Year of production
• Country of production
• Type i.e. name of model
• Dimensions of collector
• Gross collector area
• Maximum stagnation temperature at 1000 W/m2 and 30°C ambient
• Maximum operating pressure
• Fluid content
• Physical weight of each collector when empty
Where the collector is designed to be lifted without removing the packaging,
the combined weight of the collector and packaging should be indicated on
the outside of the packaging.
Collector performance

Collector efficiencies
The performance of a collector is strongly affected by its absorber (net) size
and efficiency. For most solar DHW applications, it is possible to compensate
for a low efficiency collector by increasing its size. However, where
temperatures that are regularly in excess of 60°C are required in the
secondary circuit, such as when combined with solar space heating
applications in spring and autumn, then a high efficiency collector is best able
to deliver higher temperatures.
Standardised test data
Performance is measured at a specialised test centre to BS EN 12975, by
means of a plot of efficiency versus temperature difference, The temperature
difference, delta T, is the difference between the ambient air temperature and
the average temperature of the collector. It is important to note that all types
of collector start with similar efficiency when the collector is cold. However, as
the collector begins to operate, it inevitably becomes hotter and hence its
'optical' efficiency drops. A high efficiency collector remains reasonably
efficient even at hot collector temperatures.
Evacuated tube collectors remain particularly efficient under a large delta T.
As well as the raw efficiency of the collector, the BS EN 12975 test also gives
an indication of the following variables:
• Dynamic fluid pressure drop
• Thermal inertia - response rate to variable conditions
• Power output - rate of energy from collector
• Insulation of non-glazed areas via a U-value
These results can be used directly in predictive software and other
calculations that assess monthly or annual performance.
The use of advanced special coatings on the absorber surface of the
collector, assists the efficiency by reducing 're-emittance'. This occurs since
the sun's energy falls to the earth at mostly short wavelengths typically less
than 2.5 micrometers and this is often
Solar heat store methods
A successful solar DHW system requires the solar heat to be stored in a
vessel to allow the heat to build-up slowly during the day. Most vessels used
for solar storage use water although the use of other fluids or even solids is
being researched. Because of the pattern of solar gain, it is very likely that an
back-up heat source will also have to be integrated into the system. It is an
early strategic choice as to whether to combine the outputs of both back-up
and solar heat sources into one storage vessel. Using a single vessel, is the
most common solution adopted in the UK which is where a cylinder is fitted
with two indirect coils, one heated by solar, the other heated by a boiler.
There may also be an electric immersion heater in the storage vessel.
The other frequently adopted alternative is to use a solar storage vessel that
is without any input from the back-up heat source. This vessel stands alone
as a store that can then be used to pre-heat the water feeding the
downstream heat store connected to the boiler, Back-up heat sources are
fitted 'downstream' of the solar pre-heat storage to ensure that
the back-up heat sources do not interfere with low temperature heat transfer
from the solar primary circuit. It should be noted that a solar DHW collector
works most efficiently at lower temperatures of less than 50°C, hence it is
important to not let the higher temperatures from back-up heat source
interfere with the solar primary. It also prevents back-up heat from
accidentally circulating up to the collector where it would be lost.
This pre-heat method can also sometimes be used with an instantaneous
heating appliance, such as a combi-boiler, providing the manufacturer
approves the boiler for pre-heating,
Operation of solar storage systems
In the case of a combined storage vessel with twin coils, the back-up heat can
be considered 'downstream' from the solar input, provided the solar coil is
fitted near the base of the store below the top coil or electric immersion heater
element. When DHW is drawn off from a combined store, water from the cold
feed first enters at the base of the store and displaces solar pre-heated water
which moves up into the top part of the store for any back-up heating that may
be required. Natural buoyancy will ensure warm solar water will naturally rise
up into the top part of the store. In the case of a combined store, the two
indirect coils must remain adequately separated vertically to ensure a
sufficient and dedicated pre-heat volume is available for solar storage during
all hours. With this proviso, the twin-coil store can remain as a 'hot-top'
at all times to ensure user comfort and safety whilst the solar is automatically
fed in below. A twin coil cylinder that has adjacent coils, instead of vertically
separated coils, is not normally suitable for solar heating.
Solar input and losses
A well-designed household solar DHW system in the UK can expect to gain
between 800- 1750 kWh of useful energy per year. This figure will not be
achieved in a poor installation, in part because of excessive losses in the
pipework and storage. Pipes transferring solar primary fluids occasionally
carry temperatures in excess of 150°C. This is much higher than conventional
DHW or boiler primary pipes and, if uninsulated, the pipes can lose over 10
per cent of the total annual useful solar energy, according to BS 5422.
Furthermore, any solar thermal water heating system is defined
by Building Regulations as a controlled service. It must therefore meet all the
requirements of the Regulations, in particular in relation to Part L1a(ii) of the
Regulations, which requires that storage vessels and pipework for hot water
are adequately insulated. A poorly insulated store can be expected to lose
over 2 kWh per day, inclusive of boilerheated water. This can amount to as
much as the solar system can contribute. A good quality store would only lose
half of this quantity. It is important to ensure that insulation around joints,
bosses and fittings is not overlooked.
The electrical energy used in pumping water around the system, along with
pump control devices, can amount to over 8 per cent of the total solar thermal
energy that can be collected by the system. Part of this energy is recovered,
either during the space heating season through the pump case, if the
equipment is installed in the space-heated area, or into the pumped fluid that
can regain about 40% of the lost energy. The electrical input power of the
primary pump in the solar system should be designed to use no more than
two per cent of the peak thermal power of the collector, the peak thermal
power of a solar system is calculated at 0.7 kW per square metre of net
absorber area.

To ensure that the 'downstream' heat source responds correctly to the solar
heat gain, the contribution of any back-up heaters requires control with a
temperature-sensing link to the solar storage. The control interlock will then
ensure that the downstream appliance does not supply heat when the solar
heated water has already reached its target temperature (at least 60°C).

Circulation and temperature control
Safety and efficiency
A well-designed solar DHW system will possess controls for health and safety
risks as well as those for operating efficiently. In addition, Part L1 of the
Building Regulations requires that fixed building services are provided with
adequate controls. Temperature and circulation measuring devices are
particularly useful in a solar system and are sometimes built-in to the pump
control system permitting both safe commissioning of the system and
providing user information. Sometimes these controls are also capable
of monitoring long-term performance and can anticipate operational problems.
The essential requirements of a control strategy are:

• Primary circulation
• Primary overpressure
• Primary expansion
• Secondary temperature

Primary temperature is not indicated as a control item because a solar system
should be manufactured to survive all expected temperatures, from freezing
through to stagnation, without reliance on control devices. Secondary
expansion of DHW is a subject adequately covered in other guidance
(WRAS/DEFRA Water Regulations Guide).
In considering how to apply a control strategy, it is also instructive to consider
the key functional areas of a solar thermal system, which can be thought of as

• Solar collection
• Primary circulation
• Solar heat storage
• Back-up DHW system
• Primary circulation control

These functions can be designed to integrate with the operation of a back-up
DHW heating appliance without restricting comfort or unduly increasing risks,
Design overview

The following key design points should be addressed to ensure a safe and
reliable solar system:

• Prevention of steam or scalding water from hot water distribution pipes
reaching terminal devices to prevent severe scalding risk.
• Freezing of fluid in the solar collector and other parts of the primary circuit
where it may damage materials, impede circulation or block safety vents.
• Accumulation of lime-scale, silt and other debris in the solar circuit with loss
of circulation, heat transfer, blockage of safety vents or build-up of bacteria.
• Legionella bacteria developing within the consumed drinking or shower
• Loss of water quality due to contact with materials and fittings during high
stagnation temperatures and pressures.
• Backflow or thermo-siphoning of heated water into a cold water cistern
containing wholesome water.
• Disturbance of stratification in the solar storage vessel due to pumps, which
increase return temperature at the base of the store causing reduced collector
• Loss of dedicated solar storage capacity.
• Loss of the legionella control from back-up heating appliances.
• Overflow or evaporation of fluids from storage cistern.
For a system intended to meet paragraphs 4.3 and 4.4 of BS EN 12976 or
paragraphs 6.3 and 6.4 of prEN 12977, the following would also be required:
• The design of the system and the materials of which it is constructed shall
be such that there is no possibility of deforming, clogging or lime deposits in
its circuits that will drastically influence performance and safety.
• The expansion pipe and the open safety vent pipe shall be connected in
such a way that any accumulation of dirt, scale or similar impurities is
avoided. Unless a heat exchanger is fitted between the primary and
secondary parts of a solar DHW system, ie. an indirect system, then in
addition to the above key design points the installation must also comply with
the Water Supply (Water Fittings) Regulations 1999.
To achieve full compliance the system must meet either a European Standard
or a European Technical Approval. It may also be subject to the provisions
requiring notification of the local Water Undertaking prior to installation.
There is a particular need to ensure that under stagnation conditions a direct
system cannot release scalding water or steam from any terminal device.
Example system layouts - key design steps

The most common configuration for a solar DHW system requires that it be
integrated with a gas, oil or electric conventional heat source. This is usually
accomplished by selection of either a combined store or separate stores, This
is one of the first strategic decisions to be made in the design process.
Where possible, a single store combining both the solar and DHW backup
heater is the preferred choice because:
• The single store has lower surface losses compared to two stores.
• The backup heater thermostat automatically responds to the solar heat
without pumps or draw-off.
• The solar heat naturally rises nearest to the draw-off point without pumps or
• Bacteria in the solar heated water is naturally sterilised when it passes
through the temperature generated by the backup DHW heater.
• The floor footprint is smaller with one store.
• There is one set of safety controls for the stored water.

Two separate stores such, may be required in the case where insufficient
height is available for one store. With careful reference to sterilisation of
Bacteria. a single store with external backup DHW heater may be chosen.
In deciding on the downstream backup DHW heat source, the integration with
the solar system remains vital. The following should be considered:

• The appliance must have a thermostatic response to the solar input.
• The appliance will frequently be required to provide all the DHW demand
without any solar gains and so must be sized as if the solar system was not
• The appliance must have manufacturer's approval for safety, durability and
reliability when pre-heated by a solar system Wherever possible, an
automatically fuelled DHW backup heater must be wired to provide
a thermostatic interlock with the solar storage. Where the appliance is
manually fed such as a solid fuel stove, the solar system must provide a
readily accessible and accurate temperature readout of the solar storage
temperature. A DHW backup heater used in summer without any capability of
automatic electric control, such as a thermo-syphoning DHW circulator,
should only be chosen after carefully considering all other options.
The solar primary circulation of heat is controlled by the DTC.
The central heating controls will normally be wholly separate in function to the
solar controls. The cylinder thermostat will control the heat delivered from the
backup heat source in association commonly with motor valves to provide a
fully pumped independent programming between DHW and CH.
Commissioning can be defined as the advancement of an installation from the
state of static completion to full working order to the specified requirements. It
includes the setting to work of an installation, the regulation of the system and
the fine tuning of the system. Commissioning includes recording all relevant
measurements, flow rates and test results, and includes the preparation and
submission of a commissioning report or certificate.
The completion of commissioning is the point at which the responsibility for
the installed equipment is passed to the end-user. This may be different from
a change of legal ownership. A commissioning certificate shall be provided as
required by the client and relevant regulations. The key operational safety and
performance parameters on a checklist are confirmed as operational.

The values and tolerances of any variable or adjustable parameters are
entered to enable future service personnel, or the user, to verify performance
and safety. There may be more than one certificate if individual items can
function separately i.e. hot water vessels or electrical services. In England
and Wales commissioning is frequently required by law under Part L of the
Building Regulations.

A commissioning engineer must be a suitably qualified person who can
personally testify by signature and date that the equipment has been properly
installed and commissioned. Such a person should be suitably informed and
instructed. Commissioning engineers should work to an approved code of
practice recognised under Building Regulations, such as CIBSE
Commissioning Code M, and be properly and regularly assessed by a
competent authority to a high standard.

Where energy-monitoring equipment is fitted, such as heat meters or flow
meters, then on-site sensor matching and calibration may also be required.

User information

Information relevant to the future owners of solar water heating equipment
must be left on site. This should be in a dry, accessible, heat- and dust-free
location, preferably adjacent to the pre-heat store or pump controller.
The information should include:
Full system operation instructions
User guide
Maintenance schedule
Decommissioning schedule
Schematic diagram including location of key safety items
Commissioning certificate
Full record of dimensioning, performance, weather and load assumptions
Contact details for specialised assistance BS 7671 certificate where relevant
    Explaining the solar system to the customer
    The operation of the solar water heating system must be fully explained to the
    The general layout of the system should be explained including the location of
    the solar collector, store, pump, isolation valves and the controls. The
    relationship of the operation of the solar system to the back-up heat DHW
    source and any other uses of the solar heat should be covered. It should be
    pointed out that the solar heat is thermostatically interlinked with the back up
    heat source so that latter will only operate if its time controls are calling for
    heat and there is insufficient solar heat. It should be explained that the supply
    of solar heat is intermittent and occurs in daylight hours mostly between
    spring and autumn or on any strong sunny day. It should be explained that the
    solar heat builds up slowly during the day and for some days it will not be
    sufficient for all the household's DHW demands. For this reason the back-up
    DHW heating must be kept operational to provide comfort at all times as well
    as minimising bacterial risks.

    The end user should be shown where to electrically isolate the power supply
    to the solar system and informed that it should normally be left on to allow any
    safety features of the solar system to operate correctly and to allow the
    control functions to continue to display the temperatures around the system.
    This is the case even during periods of absence such as holidays. The end-
    user should be encouraged to explain to relevant visiting trades people that a
    solar hot water system is fitted and that some components within the
    insulation can become very hot. The locations of where users will find the
    operating instructions and contact details for further assistance should be
    shown. On return from a period of absence such as a holiday, the DHW
    storage temperature may have reached its maximum and it should be
    explained that this temperature is adjustable, where it can be adjusted and
    what setting it has been set to. Where the system is designed to provide
    space heating, this should be clearly explained. The maintenance schedule
    and the division of responsibilities between any end user inspections and
    intervention by a suitably qualified person should be explained.

Solar Domestic Hot water.

    Solar Panels Construction

    Solar Collectors

    Installation work on roofs Connection of thermal solar heating systems
    Installation and equipment of DHW cylinders

    The solar collector is to be approved to EN 129752 and the European Solar
    Keymark Standard. Compliance to these standards assure that the
    collector is high quality and capable of operating for many years. The testing
    checks the product‟s ability to withstand temperature, internal pressure
    and thermal shocks, rain and UV resistance, mechanical loading and impact
The main metal is hydro-electrically made aluminium, with a lower
environmental impact than aluminium made using fossil fuel. For durability,
external screws / bolts are solid stainless steel. Double glazing is UV-stable
polycarbonate. Double glazing optimises winter performance. Insulation is
zero-ODP pentane-blown rigid foam.

Suitable for horizontal or vertical mounting orientation, with connection of up
to 5 panels in series if required.

3.2mm structured solar safety glass with 91% transmission allowing the
collector to absorb a large range of light frequencies.

The structured solar safety glass covering has passed optional impact
resistance tests as detailed in EN12975-2.

Aluminium absorber sheet giving the optimum heat transfer combined with
low weight.

Good thermal insulation ensures that captured heat is not lost.

Aluminium, anthracite powder coated frame to provide lightweight protection
for the absorber that blends with the roof.

Laser-welded meander pipe with 1300 welds per metre ensuring an attractive
finish with no visible seams and excellent absorber efficiency.

A 10 year solar collector warranty.

Solar-Push fit

A freeze-tolerant, corrosion-resistant pipes are to be made of silicone rubber.
Its extreme temperature tolerance range is: -50C to +250C. This silicone
material must conform to the requirements of UK-WRAS for hot water.

Double O-ring push fit connections for rapid installation using flexible hoses
for roof mounting.

The flexible hoses allow the installer to easily make all the necessary
connections on the roof and simply leave the pipes in the loft
ready for the plumber to connect up at a later date.

Compression fittings are used from the flexible hose to the rest of the system.

Panel Orientation.
Panel Orientation
The orientation of the collector is important to ensure as much sunlight as
possible is captured. The optimum positioning for solar thermal collector
panels is on a south facing roof at a slope of 35° from horizontal.
Solar thermal collectors are highly versatile and can successfully be
orientated either east of west facing and only lose 20% of the maximum
captured energy.

On Roof fixings.
On-roof mounting system
The on-roof system is to uses 4 brackets fixed to the rafters of the roof. A
mounting bar is attached to the brackets making it easy to fix the collectors
on the roof.
Protrudes less than 200mm from the roof covering, meeting permitted
development planning requirements. in England and Wales.

Allows rapid installation with minimal adjustments to the existing roof.

Flexible mounting system adaptable to the positioning of rafters.

Can be mounted landscape or portrait.

Collector angle is the same as the roof.

Coach bolts are fixed straight through the roof into the rafter below. The hole
is sealed with rubber washers to prevent water ingress.

Technical Specification

Gross collector area 2.17m2
Absorber area 2.008m2
Length 1870mm
Width 1150mm
Height 95mm
Weight (empty) 34.5Kg
Liquid content 1.7 litres
Glass 3.2mm Low iron structured safety glass
Zero loss collector efficiency 80.1%
Heat loss coefficient a1: 3.83 W/m2K
                       a2: 0.0159 W/m2K2
Stagnation temperature 202°C
Absorber material Aluminium
Peak Power 1540W
Gap between multiple collectors 90mm
Absorption 95%
Emission 5%
Connections Double O-ring fitting
Transmission of glass 91.5%
Max operating pressure 10 bar
Technical standards or specific requirements

Solar water heating must be compliant with the following British or European
Standards, as specified by MCS:
EN 12975-1:2006 - Thermal solar system and components. Solar collectors.
General requirements.
EN 12976-1:2006 - Thermal solar systems and components. Factory made
BS 5918:1989 - Code of practice for solar heating systems for domestic hot
water; these standards contain recommendations for the design, construction,
installation and commissioning of components and systems for domestic hot
water preheating for single family dwellings.

Gross collector area 2.17m2
Absorber area 2.008m2
Length 1870mm
Width 1150mm
Height 95mm
Weight (empty) 34.5Kg
Liquid content 1.7 litres
Glass 3.2mm Low iron structured safety glass
Zero loss collector efficiency 80.1%
Heat loss coefficient a1: 3.83 W/m2K
                       a2: 0.0159 W/m2K2
Stagnation temperature 202°C
Absorber material Aluminium
Peak Power 1540W
Gap between multiple collectors 90mm
Absorption 95%
Emission 5%
Connections Double O-ring fitting
Transmission of glass 91.5%
Max operating pressure 10 bar

The Health and Safety at Work etc Act 1974, The Management of Health and
Safety at Work Regulations 1999
The Construction (Health Safety andWelfare) Regulations 1996, The
Construction (Design and Management) Regulations 1994, The Lifting
Operations and Lifting Equipment Regulations 1998. EN 12976: Thermal solar
heating system and their components (prefabricated systems).
ENV 12977: Thermal solar heating system and their components (bespoke
BS5546: 2000 Specification for installation of hot water supplies for domestic
purposes, using gas-fired appliances of rated input not exceeding 70 kW.
BS6700:1997 Specification for design, installation, testing and maintenance,
of servicing supplying water for domestic use within buildings and their
Cylinder Cupboard

A cupboard with floor area greater than 800mm (w) x 650mm (d) should be
provided. The best location is on the floor beneath the roof, and as close to
the solar panels as possible to reduce pipe runs. The most cost-effective
installation requires a continuous fall on the pipes from the panel to the
location of the cylinder.


A condensing system boiler is recommended. (But not essential most)
manufacturers are compatible.


The most cost-effective arrangement is a twin-coil cylinder with the solar
heating the bottom heat exchange coil, and the boiler heating the top one.
The cylinder should be 50% bigger than the size that would be specified for
the house without solar.


Check the pressure in the DHW expansion vessel is 3 bar (45PSI).(I.e the
same as the setting of the pressure reducing valve).

Before filling open the hot tap furthest away from the cylinder to let air out.
Open the cold main isolation valve and allow the unit to fill.

When water flows from the tap allow it to run for a short while
to flush through any dirt, swarf or flux residue. Close the tap and open every
other hot tap in turn to purge all remaining air.


Upper Coil
Consult the boiler commissioning instructions and fill the primary circuit.

Ensure the wheel on the 2 port valve is set to the filling position. When full
move the wheel back.

Switch the programmer to Domestic Hot water (DHW) and allow the unit to
start to heat.

Adjust the dial of the dual thermostat to between 55°C and 65°C as required.

Fill and commission the lower coil solar circuit as per the solar installation
The recommended DHW storage temperature is 60-65°C.
In many applications, the guidance on Legionella control and
safe water delivery temperatures will require storing the water
at 60-65°C and distributing at 50-55°C. This can be achieved
by using a thermostatic blending valve to control the final
temperature. Where storage temperatures in excess of 60°C
may be achieved it is essential drawn hot water temperature
is controlled to a maximum of 55°C with a blending valve.

Fully open the expansion relief and the temperature/pressure
relief valves to allow as much water as possible to flow
through the tundish.
Check that the discharge pipework is free from debris and is
carrying the water away to waste efficiently.
Release the valves and check that they reseat properly.
During heat up there should be no sign of water coming from
either the expansion relief valve or the temperature/pressure relief valve.


The Differential Solar Controllers automatically manage the operation of the
Solar Thermal System. Monitoring the temperature in both collector
and cylinder, it should operate the circulating pump only when the difference
in temperature will provide efficient heating of the hot water. They will also
stop the circulating pump if the temperature in the collector exceeds the
maximum set or, if the cylinder has reached the required temperature.

The controller is used where the collectors are located on the same side of a
roof - such as with a South facing installation, whereas the controller is
Used where the collectors are located on either side of a roof - such as with
an East/West facing installation.

Both solar controllers needs to monitor and display the amount of solar power
produced by the system on a daily and cumulative basis. Amongst other
features the controllers should be able to display the collector and cylinder
temperatures and they also incorporate a pump kick facility which activates
the pump for a short period each day to prevent the possibility of seizure if not
operated for more than 24 hours.

The Solar Pump Station houses the 3-speed circulating pump, along with all
other control components, in an insulated expanded polypropylene foam
enclosure designed for wall mounting.

The flow and return ball valves incorporate temperature gauges to monitor
return and flow temperatures and have integral anti-gravity brakes to prevent
gravity circulation around the circuit when the pump is stopped.
The air collector with manual bleed screw allows for rapid air removal from the
sealed system. The 6 bar pressure relief valve is mounted on a manifold with
the system pressure gauge and expansion vessel connection.

Filling and flushing of the system should be by a combined fill and flush valve
assembly and the adjustment of fluid flow rate is simple using the integral
flow indicator.


An expansion vessel, connected to the Solar Pump Station by a flexible hose,
should incorporates a special membrane selected to withstand the higher
temperatures found in solar thermal systems.

Planning Permission for Solar Panels

On April 6 2008 new regulations were laid down that allow homeowners to
install solar panels without the need to gain planning permission. The only
types of household that may require planning permission are:

      Listed buildings
      Buildings in a Conservation Area

General Guidelines

      Solar panels should be sited to minimise the effect on the appearance
       of the building.
      Solar panels should be sited in order to minimise the effect on the
       amenity of the area.
      Inactive solar panels should be removed as soon as possible.

Guidelines for Roof and Wall Mounted Solar Panels

      Solar panels should not be installed above the ridge line and should
       project no more than 20cm from the surface of the building.
      If the property is a listed building, installation is likely to require an
       application for listed building consent, even where planning permission
       is not needed.
Item         Description of Work                                            Unit   Rate £

             Include for all necessary support and protection of all
             areas and surfaces under and affected by
             heating/mechanical engineering works. Surplus materials
             to be disposed off site. Make good all surfaces disturbed.
             New systems should be pre-commission cleansed in
             accordance with BS: 7593 Benchmark.

             SCHEDULE OF RATES)
             Include for isolating all water services (including freezing
             where necessary), draining down and re-filling.
             Removal and replacement of all access panels, ducts and
             traps, etc., adjustment of and connection of all existing
             pipework, vent or flue (including temporary outlets where
             necessary) and all associated builder’s work. Making good
             all surfaces disturbed.
             Testing, certifying and commissioning all items fitted or
             adjusted for proper function.

             COPPER PIPEWORK
             Install new pipework and equipment complete including all
             fittings, couplers, bends, elbows, tees, clips and
             connections, mastic sealant, earth bonding, etc.
HI     001   15mm pipe including earth bonding                              m         7.40
HI     002   22mm pipe including earth bonding                              m         9.33
HI     003   28mm pipe including earth bonding                              m        10.88

             Complete with alteration of overflow and service pipework
             up to 1m. Service valve and isolating valve, fixing ball
             valve, float, connections and all pipework. Make good all
             surfaces disturbed.
HI     004   Disconnect and remove from site tanks of any type               No      17.50
HI     005   Header/storage tank not exceeding 159 (actual) litres           No     154.00
HI     006   Header/storage tank not exceeding 227 (actual) litres           No     182.00
HI     007   Indirect hot water cylinder 685mm including immersion heater    No     217.00
HI     008   Insulation to pipework up to 28mm (pipe diameter)               m        6.25
HI     009   Insulation to storage/expansion tank or hot water cylinder      No      20.13

Item         Description of Work                                             Unit   Rate £
             Include for all necessary support and protection of all
             areas and surfaces under and affected by electrical
             installation works. Surplus materials to be disposed off
             site. Make good all surfaces disturbed.

             All rates include for removal of existing and replacement
             with new fittings/accessories (unless otherwise described),
             the rewiring of all circuits, surface or subsurface wiring.
             Including all chases, notches, holes, sheathing or trunking,
             fixings and fittings etc., and test certification, etc.
             Including making good all surfaces disturbed.

HI     010   Socket or fused spur outlet connected to existing main/wiring   No      54.14
             including joint, flex and 1gang socket outlet and back box
HI     011   Ring main socket or spur circuit to general outlets including   No      85.00
             1gang socket outlet and back box
HI     012   Additional and subsequent socket or spur circuit connected to   No      37.13
             newly installed ring main to general outlets including 1gang
             socket outlet and back box

             Extra over complete circuit for:
HI     013   2 gang socket                                                       No      13.48
HI     014   Spur unit with indicator (switched / unswitched)                    No      14.99
HI     015   20 amp D/P switch with neon                                         No      13.05
HI     016   20 amp / 32 amp M.C.B.                                              No       6.37

             All testing of existing installations/circuits/equipment that
             have not been newly installed or altered by this contract
HI     017   Carry out electrical test of property, including all circuits and   No      83.00
             equipment. Provide Contract Administrator with certified test
             results and proposed corrective action
Item         Description of Work                                                 Unit   Rate £
             GENERAL SCAFFOLDING above 6m above ground level
             Include for all necessary support and protection of all
             areas and surfaces under and affected by scaffolding
             works. Surplus materials to be disposed off site. Make
             good all surfaces disturbed.

             Rates to include all delivery, erect, dismantle, platforms,
             access to/from platforms, ties, rails, supports, guards and
             any necessary goods hoist equipment, clear and level base
             etc., measured from ground to base of working platform.

             Chimney scaffolding including complete perimeter boards,
             guardrails etc. in isolation from roof edge (measured from
             roof surface)
HI     018   Gable position chimney average not exceeding 1m high                No     240.00
HI     019   Gable position chimney average exceeding 1m not exceeding           No     305.00
             2m high
HI     020   Ridge position chimney average not exceeding 1m high                No     250.00
             including access walkway from roof edge
HI     021   Ridge position chimney average exceeding 1m not exceeding           No     325.00
             2m high including access walkway from roof edge
           Access towers and boards
HI   022   Exceeding 3m not exceeding 6m high                                No   182.50
           Airing Cupboards/Boiler Enclosures.
           New internal wooden doors up to 1m x 2400mm. Ironmongery
           to include three 75mm steel butts, mortice latch and keep, and
           SAA lever handles. All fitting, mortices, housings and the like
           complete. Make good all surfaces disturbed.
HI   023   Hardboard faced door with hardwood lipping                        No   66.00
HI   024   Fit new internal frame or lining average 125mm wide for door      No   43.20
           openings not exceeding 1m x 2400mm including fixings at
           600mm centres, making good all surfaces disturbed
HI   025   Form new airing cupboard inc 100 X 50mm internal sawn             M2   35.40
           tanalised softwood framed sections, generally mechanically
           fixed at 600mm centres, vertical members not exceeding
           600mm centres, horizontal members not exceeding 800mm
           centres. All fitting, scribing, and jointing and the like.
           Fit new wood boarding, generally mechanically fixed at 600mm
           centres. All fitting, scribing, jointing, pinning, glueing or
           screwing and the like complete. Make good all surfaces
           Domestic Solar Power Heating/Water
           Install and leave in working order The following renewable
           energy installations, available from Viessmann UK Limited
           Hortonwood 30 TelfordShropshire TF1 7YP Telephone :
           01952 675000 or similar approved by C/A.
           To include all building, plumbing and making good all
           surfaces disturbed.

           1 Collector Kit Vitosol 200-F (type SV2 ) or similar approved
HI   026                                                                      Each   1,814.80
           - Solar heating system comprising : 1 Vitosol, 2.3m2 absorber
           area ( gross area 2.51m2 ) Solar divicon with circulation pump
           type PS 10 , Solar expansion Vessel ( 25Litres ), Air separator,
           Fill valve, Locking ring fitting with air vent
           Valve, connecting cables, Heat transfer medium ( 25 Litres ) ,
           100 Controller, Collector dims : W-1056, H-2380, D-90 :

           Vitocell 200-B or similar approved (Unvented) Twin Coil
HI   027                                                                      Each   1300.00
           Cylinder for DHW heating in conjuction with boilers and low
           temperature heating systems, standard fitted electric immersion
           heating / up to 95Deg / Primary op up to 3bar /secondary op
           pressure up to 3 bar /// cylinder c/w 3kw immersion
           heater,expansion vessel, safety kit and manifold - 550D x
           1483H // 210 Litres

           Solar Photovoltaics

           1kwP PV including 6 x modules, Inverter, cables, roof anchors
HI   028                                                                      Each   3260.00



The contractor is required to provide with his tender a Principal Contractor‟s
construction phase Health and Safety Plan. The Plan is to be specific to these
works and to be in compliance with CDM Regulations 2007. The plan shall
include details demonstrating the competence and adequacy of resources,
temporary works and welfare.

The proposed date of contractors appointment is 8th September 2010

The proposed start date on site is 30TH September 2010

The proposed completion date on site is 31st March 2013
Heating / related works (Jan 2010 to April2010)

                                 (Jan 2010 to April2010)
                              FORM OF TENDER
   I am / we the undersigned having examined the Specification and all other
   documents provided, hereby offer and agree to carry out the proposed
   renewable energy and related works within the period 10th September 2010 to
   31st March 2013 in accordance with the terms of the Specification supplied
RATE A                                           +/- Rate A     Council score
Percentage on/off the fixed prices in the
schedule of rates.
Rate B shall be Dayworks carried out in accordance with the schedule of rates
priced by the contractor.
 RATE B1                                         Hrs Rate A      Council score
 Rates for works carried out on a day work
 basis executed in normal working hours

RATE B2                                          +/- Rate A     Council score
Overheads and profit percentage on/off
materials or goods purchased by the
contractor and used on works carried out on a
daywork basis executed in normal working
hours and outside normal working hours after
discounts have been applied to supplier /
contractors/ manufacturers invoices

RATE B3                                          +/- Rate A     Council score
Overheads and profit percentage on/off plant,
equipment, consumable stores and services
used on works carried out on a daywork basis
executed in normal working hours and outside
normal working hours after discounts have
been applied to supplier / contractors/
manufacturers invoices

RATE B4                                          +/- Rate A     Council score
Overheads and profit percentage on/off
subcontractors employed by the contractor or
specialist contractors not otherwise described
on works carried out on a day work basis
basis executed in normal working hours and
outside normal working hours after discounts
have been applied to supplier / contractors/
manufacturers invoices

                          Form of Tender page 1 of 2
I / We further undertake to provide all such other information as may be required
by Walsall Metropolitan Borough Council to enable the assessment of this tender,
and note that the Council is not bound to accept any tender.
Signed on behalf of company ……………………………………….

Print Name……………………………………………………………

Witness to the signature………………………………………………..

Print witness Name……………………………………………………………

Name of company:…………………………………………………………

Address of company…………………………………………………………



Telephone Number:…………………………………. Date:…………………………

This tender and your accompanying documents are to be returned to:
   Ms Kerri Crutchley,
   Care of Central Post Room,
   Walsall MBC
   Civic Centre
   Darwall Street
   WS1 1TP

This must be in full accordance with the tender instructions listed in this
document and be received no later than 12 noon on the 9th August 2010.

For official council use:
Tender opened by:


                                Form of Tender page 2 of 2

SCHEDULE OF RATES 10th September 2010 to 31st March 2013

I / We certify that this is a bona fide tender, and that we have not fixed or
adjusted the amount of the tender by or under or in accordance with any
agreement with any other person. We also certify that we have not done and
we undertake that we will not do at any time before the hour and date
specified for the return of this tender any of the following acts:-

 communicating to a persons other than the person calling for those tenders
the amount or approximate amount of the proposed tender, except where the
disclosure, in confidence, of the approximate amount of the tender was
necessary to obtain insurance premium quotations required for the
preparation of the tender;

 entering into any agreement or arrangement with any other person that he
shall refrain from tendering or as to the amount of any tender to be submitted;

 offering or paying or giving or agreeing to pay or give any sum of money or
valuable consideration directly or indirectly to any person for doing or having
done or have caused to be done in relation to any other tender or proposed
tender for the said services any act or thing of the sort described above.

 In this certificate the word “person” includes any person and any body or
association, corporate or unincorporated; and “ any agreement or
arrangement” includes any such transaction, formal or informal, and whether
legally binding or not.

Signed ………………………………………………………………..

in the capacity of …………………………………………………….

duly authorised to sign tenders and give such certificate for and on behalf of

(in BLOCK CAPITALS) …………………………………………..

Postal Address……………………………………………………….

Tel. No. ……………………………………………………………..

Fax No. ……………………………………………………………..

Date ………………………………………………………………..

Walsall Council requires each of its contractors to provide a written Race
Relations Policy adequate and relevant to the Organisation. (This may be
incorporated into an Equal Opportunities Policy)

 The following questions and descriptions of evidence have been
 prescribed by the Secretary of State in respect of section 18(5) of
 the Local Government Act 1988.

  Is your policy as an Employer to comply with your statutory         YES    NO
1 obligations under the Race Relation Act 1976 and
  accordingly, your practice not to treat one group of people
  less favourably than others because of their colour, race,
  nationality or ethnic origin in relation to decisions to recruit,
  train or promote employees?

  In the last three years, has any finding of unlawful racial  YES           NO
2 discrimination been made against your Organisation by any
  court or industrial tribunal?
  In the last three years, has your Organisation been the      YES           NO
3 subject of formal investigation by the Commission for Racial
  Equality on grounds of alleged unlawful discrimination?

 If the answer to question 2 is in the affirmative or, in relation to question 3
 the Commission made a finding adverse to your Organisation, what were
 the details of the offence and what steps did you take in consequence of
 that finding? (Please use separate sheet if necessary)
Is your policy on Race Relations set out:

                                                                   YES   NO
(a) In instruction to those concerned with recruitment, training
 and promotion?
    In documents available to employees, recognised Trade          YES   NO
(b) Unions or other representative group of employees?
    In recruitment advertisements or other                         YES   NO
(c) literature?

 Do you observe as far as possible the Commission for              YES   NO
 Racial Equality's Code of Practice for Employment as
 approved by Parliament in 1983, which gives practical
 guidance to employers and others on the elimination of
 racial discrimination and the promotion of equality of
 opportunity in employment including the steps that can be
 taken to encourage members of the ethnic minorities to
 apply for jobs or take up training opportunities?
The Common Standard has been agreed between 6 local Councils: Walsall,
Birmingham, Coventry, Redditch, Sandwell and Wolverhampton. Approval for
Race Relations criteria only by any ONE of these Authorities is accepted by
all six.

Please confirm the number of employees in your              Nº: . . . . . . . . .
Organisation                                                .

Firms with less than 5 persons would be required to provide a written
assurance that Level 1 of the standard would be achieved prior to any
recruitment which would increase the size of the firm to 5 or more
In order to comply with the above criteria, would you please sign the
statement below if your Organisation employs less than 5 employees.

   On behalf of the Company, I formally confirm my assurance of full
   compliance with Level One (items 1 - 4) of the required Race
   Relations criteria as stated below, prior to any increase in the
   number of employees of the Company to five or more persons.

   Signed by:

   Position in

   Company Name:

If your Organisation has already been assessed and approved by another
Authority in the group, please enclose a copy of the approval letter with
this application.

It is the Company's responsibility to ensure that the approving Council is
kept informed of any increase in the number of employees which would entail
re-assessment for a different level of the Common Standard.

LEVEL 1                 LEVEL 2              LEVEL 3
Minimum Standard        50 or more employees 250 or more employees
5 or more               All firms with 50 or    All firms with 250 or more
employees               more                    employees
All firms with 5 or     employees must          must achieve criteria 1 - 8 listed
more                    achieve                 below
employees must          criteria 1 - 8 listed   and would also be encouraged to
achieve                 below.                  achieve
criteria 1 - 4 listed                           criteria 9 - 12 listed
below.                                          below.

Please confirm your company's compliance with the
 1 All firms with 5 or more employees must provide a written
    racial equality policy (or general equal opportunities
    policy) which covers at least:
    • recruitment, selection, training, promotion, discipline    YES NO
        and dismissal,
    • victimisation, discrimination & harassment, making it      YES NO
        clear that
        these are disciplinary offences within the firm.
    • identification of the senior position with responsibility  YES NO
        for the policy
        and its effective implementation.
    • communication of the policy to staff.                      YES NO
 2 Effective implementation of the policy in the firms           YES NO
    recruitment practices, to include open recruitment
    methods such as the use of job centres, careers office or
    press advertisements.
 3 Regular reviews of the policy.                                YES NO
 4 Regular monitoring of the number of job applicants from       YES NO
    different ethnic groups.
 5 Written instructions to managers and supervisors on racial YES    NO
    equality in recruitment, selection, training, promotion,
    discipline and dismissal of staff. These can be instructions
    for general equal opportunities in employment.
 6 Training in racial equality for managers and any staff        YES NO
    responsible for recruitment and selection. This may be in
    the form of general equal opportunities training.
 7 Monitoring of:

   (a) the numbers of job applicants for employment from         YES   NO
       different ethnic

   (b) the numbers of employees from different ethnic groups, YES      NO
       by grade
       and section.

 8 If monitoring reveals under-representation of particular      YES   NO
   ethnic groups, action to check that criteria 1-3, & 6-7 are
   being used effectively in the firm, and to make changes if
 9 Regular consultation on racial equality issues within the     YES   NO

10 Regular ethnic monitoring of selection, transfer, training,   YES   NO
   promotion, discipline and dismissal.

11 Mention in the firm's recruitment advertisements and          YES   NO
   publicity literature of its arrangements for offering equal
   opportunities, including racial equality.
12 If monitoring (as in criteria 7 and 10) indicates under-
   representation of any group, take action to:

   (a) CHECK that criteria 1-3, 5, 6, 9 & 11 are being used      YES   NO
       effectively within the firm.

   (b) Take advice about appropriate action from officers from YES     NO
       the CRE, Racial Equality Councils or the Race
       Relations Employment Advisory Service, all of whom
       offer free advice.
   (c) Take appropriate action (including positive action) as a YES    NO
       result of that advice.
Corrupt Gifts and Payments Certificate
The following clause shall be a part of every contract in accordance with
Contract Procedure Rule 30.5

In every contract whether set out in a formal document or evidenced only by
writing, provision shall be made to enable the Council to revoke the same and
to recover from the contractor the amount of any loss arising from such
revocation if the contractor shall have offered or given or agreed to give to any
person any gift or consideration of any kind as an inducement or reward for
doing or forbearing to do or for having done or forborne to do any action in
relation to the obtaining or execution of the contract or any other contract with
the Council, or for showing or forbearing to show favour or disfavour to any
person in relation to the contract or any other contract with the Council, or if
the like acts shall have been done by any person employed by him/her or
acting on his/her behalf (whether with or without the knowledge of the
contractor), or if in relation to any contract with the Council the contractor or
any person employed by him/her or acting on his/her behalf shall have
committed any offence under the Prevention of Corruption Acts, 1889 to 1916,
or shall have given any fee or reward to an officer of the Council the receipt of
which is an offence under sub-section (2) of Section 117 of the Local
Government Act 1972.

Signed ………………………………………………………………..

in the capacity of …………………………………………………….

duly authorised to sign tenders and give such certificate for and on behalf of

(in BLOCK CAPITALS) …………………………………………..

Postal Address……………………………………………………….

Tel. No. ……………………………………………………………..

Fax No. ……………………………………………………………..

Date ………………………………………………………………..

As highlighted earlier within this tender pack customer care is of paramount
importance to the council in the delivery of this project. All of the residents
whose homes the contractor will be working in are vulnerable. They are either
elderly, disabled or suffering a serious long term illness. The homes are all
privately owned (i.e. they are not council or social housing tenants).

In the assessment of tenders customer care also forms 15% of the overall

To judge the merits of tenders the following will be assessed:

   a. Your existing or proposed customer satisfaction questionnaire (which
      you must submit as part of your tender).

        This should be clear for all residents to be able to complete and for the
        contractors and council to review the residents comments.

        It should also be detailed enough to identify where improvements if any
        are needed in procedures / work of operatives etc.

   b. Will your company be able to offer a variety of start and finish times for
      individual residents to meet their needs (within the parameters of the
      time periods set within the tender documentation)?

           Yes / No

   c.    How many customer complaints as a percentage of works completed
        in the last 12 month has your company had?
        i)      No details kept by company
        ii)     Less than 1%
        iii)    Between 1% and 2%
        iv)     Between 2% and 5%
        v)      Higher than 5%

   You may choose to provide additional comments on the level of
   complaints your company has received in the last 12 months.

   d. How does your company respond / improve following results from
      customer care questionnaires? Please give details

   e. Please give at least one example of customer service improvement
      that your company has introduced in the last 12 months as a result of
      customer feedback. The choice of improvement is yours and you
      should consider the relevance to the tender and the impact of the
f. Does your company have an existing complaint policy / procedure) Yes
   / No. If yes please include a copy.

g. Does your company have an existing customer care policy / procedure)
   Yes / No. If yes please include a copy.

h. As highlighted above residents we will be assisting are vulnerable are
   you able to provide for the prices submitted in your tender a 24 hour
   emergency call-out service? Yes / No

i.   Do your staff all have photo identification cards that they use and show
     on site visits? Yes / No

j.   Do your staff who work with vulnerable adults have enhanced CRB
     checks? Yes / No

k. What other initiatives / customer care proposals if any can you bring to
   this project i.e. added value?
Section 4. Address Label

9th August 2010

Tender for: Private Home Improvement Works (Renewable Energy and related works) 2010/13.

Ms Kerri Crutchley
c/o Central Post Room
Walsall Metropolitan Borough Council
Civic Centre
Darwall Street

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