Jo Mortenson, from the London Borough of Ealing provided those who attended with an overview about how the RE:FIT framework provides opportunities for local authorities to improve their energy efficiency performance.

1. RE:FIT Energy Performance Contract
Jo Mortensen
Local Partnerships & London Borough of Ealing
March 2014

2.  Greater London Authority framework, available for
commercial buildings across UK
 Retrofit public buildings to save energy & water
 Bespoke performance criteria
 Access to private finance
 Ability to tender collaboratively
Public Sector - RE:FIT

3. Why use RE:FIT framework?
 Competitive mini-tender
 Transfer risk to suppliers
 Templates, guidance and technical assistance from
National Delivery Team
 Reduced procurement lead times/costs
 No share of excess savings
 More cost efficient than single technology procurements
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4.  New and better equipment installed (failing systems can be
prioritised)
 Reduction in maintenance backlog
 Reduction in maintenance costs
 Improved systems provide better building knowledge and
early issue awareness
 Improved environment for pupils and staff (air quality,
reduction of hot/cold areas etc.)
Guaranteed energy & water savings +

5. 5
Maximise opportunities for schools & communities
 Maximises opportunity for participation
 Each local authority can create their own bundle of schools
 Academies can be bundled with other schools (within the
same areas and/or with other academies)
 Seeing successful projects is likely to drive further sign-up
within region, therefore having opportunity for other schools /
local authorities to join makes sense
Collaborative RE:FIT model

6. Benefits of collaborative model
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Approach
 Efficient - through low cost process and
strong collaboration
 Generates strong competition to provide the
best solution and achieve value for money
 Strong buyer power throughout programme
– schools / boroughs are not going it alone

7. Benefits of collaborative model
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Confidence for schools and boroughs
 Programme led by experienced team using
proven approach
 Energy savings are guaranteed and pricing
fixed before schools commit to implement

8. Benefits of collaborative model
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Strong business case
 Very good return on investment based on
guaranteed energy savings alone
 Other benefits – lower maintenance costs,
reduced need for equipment upgrades,
reduced maintenance backlog, lower CRC
liability etc…
 Improves building stock and environment for
staff and pupils
Supports economic growth – creates investment, quality jobs and
better schools…

9. Opportunity & pathway for support
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Local Partnerships can provide procurement, legal and technical
resource to lead the tender activity for a regional RE:FIT
programme to gain economies of scale and produce a highly
efficient approach
 Procurement can cover all schools in identified region
 Local Partnerships/lead Local Authority run mini-competition
using RE:FIT framework
 Procurement awarded to single Service Provider (ESCo)

10. Getting started
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Contact Local Partnerships
Engagement of local authorities and schools (academies)
 Initial lead authorities / academies identified
Develop tender
 Data gathering and creation of full ITT
documentation
 Tender and supplier selection
Implementation
 Investment grade proposals
 Installation and energy savings

11. RE:FIT National Delivery Team:
nationalrefit@local.gov.uk
020 7187 7372
Contact information: