Carbon efficiency procurement guide
Action 5A: Facilities Manager tendering
Pre-Qualification Questionnaire (PQQ) and Invitation to Tender (ITT)
PQQ questions
These questions probe the general capability of a Facilities Manager to prepare and implement a plan
for operational carbon efficiency.
“As part of our commitment to reducing resource use in all of our developments and cutting the
associated costs, we require the facilities management of our buildings to pursue carbon efficiency with
respect to the consumption of heat and power and associated carbon emissions.
Our targets for operational carbon emissions in [insert building type / our portfolio] are [insert relevant
targets from Facilities Management Brief]. Further detail is provided in the Facilities Management Brief.
1.
Detail your understanding, experience and achievements in cost-effectively reducing the
consumption of fuel and power in buildings.
2.
Detail your understanding and experience in developing Carbon Efficiency Plans (or equivalent) that
provide a robust forecast of energy consumption and associated carbon emissions together with
defined and costed proposals for achieving performance improvements.
3.
Detail your understanding, experience and achievements in motivating building occupants to reduce
energy consumption.
4.
[If relevant] Detail your understanding and experience in managing low carbon and renewable
energy technologies so they operate efficiently and safely.
An ideal PQQ response would provide the following details:

evidence of having reduced energy consumption and associated carbon emissions using effective
management, replacement / retrofitting / post-occupancy evaluation and behavioural change
programmes;

evidence of having prepared improvement strategies and cost-benefit analysis in relation to energy
and carbon efficiency; this might include development and management of certified processes on
ISO14001, BS EN 16001, Carbon Trust Standard or similar; and

[if question 4 is used] evidence of understanding the key management requirements of low carbon
and renewable energy technologies, ideally with examples of proven success.
Carbon efficiency procurement guide
ITT wording
These clauses ask Facilities Managers to explain how they will forecast end-use energy consumption
and associated carbon emissions, identify and prioritise reduction measures, assess the net costs and
benefits of improvements and report on their effectiveness.
“As part of our commitment to reducing resource use in all of our developments and cutting the
associated costs, we require the facilities management of our buildings to pursue carbon efficiency with
respect to the operational carbon emissions and the associated consumption of heat and power.
Our targets for operational carbon emissions in [insert building type / our portfolio] are [insert relevant
targets from Facilities Management Brief]. Further detail is provided in the Facilities Management Brief.
Please describe your approach to:
1.
helping us achieve our target for operational carbon emissions; and
2.
developing a Carbon Efficiency Plan (CEP, or equivalent) in line with the requirements set out in the
Facilities Management Brief.
Please identify any factors you believe to be significant to the cost-effective achievement of the targets
set for operational energy and carbon.”
An ideal ITT response would provide the following details:

a commitment to developing and implementing a CEP to achieve the client’s targets;

commentary on the key issues to be addressed, which could include identifying the major
consumers of energy and emitters of carbon and suggesting measures by which energy could be
conserved or low carbon fuel sources used;

evidence of a clear method for prioritising and targeting actions so that quick win opportunities are
secured and a focused medium-term plan is put in place to implement efficiency measures at the
appropriate time in the building’s maintenance cycle; and

information on how and when information will be provided to the client and their representatives
to demonstrate the CEP has been implemented in accordance with the agreed targets.