APUC Tender for Audit Services

APUC Tender for Audit Services

The Authority is seeking contractor(s) for the provision of Audit services including Internal, external and tax services to the higher education institutions and further education institutions, of Scotland.

United Kingdom-Stirling: Accounting, auditing and fiscal services

2018/S 047-103320

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

APUC Limited
Unit 27, Stirling Business Centre, Wellgreen
Stirling
FK8 2DZ
United Kingdom
Telephone: +44 1314428930
E-mail: annemartin@apuc-scot.ac.uk
NUTS code: UKM77

I.2)Joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Tender for Audit Services — Internal, External and Tax Services

Reference number: PFB1028AP

II.1.2)Main CPV code

79200000

II.1.3)Type of contract

Services

II.1.4)Short description:

The Authority is seeking contractor(s) for the provision of Audit services including Internal, external and tax services to the higher education (HE) institutions and further education (FE) institutions, of Scotland, the NHS National procurement in Scotland (and their members and affiliated bodies), Scotland excel (and their members and affiliated bodies), and Scottish Government bodies including:

Historic environment Scotland.

Scottish children’s reporter administration.

Care inspectorate/Scottish social services council.

Police Scotland.

National library of Scotland.

Bòrd na Gàidhlig.

Royal botanic garden Edinburgh.

Sportscotland.

Scottish public pension agency.

National record Scotland.

SEPA.

Scottish fire and rescue service.

Highlands and Islands enterprise.

Wave energy Scotland (subsidiary of Highlands and Islands enterprise).

Revenue Scotland.

Parties eligible to use the framework agreement are as listed on Appendix E — List of institutions.

II.1.5)Estimated total value

Value excluding VAT: 26 400 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
II.2)Description

II.2.1)Title:

Internal Audit — Large — Universities, NHS and Scotland Excel

Lot No: 1

II.2.2)Additional CPV code(s)

79212000

II.2.3)Place of performance

NUTS code: UKM

II.2.4)Description of the procurement:

Internal Audit — Large — Universities, NHS and Scotland excel.

Parties eligible to use the framework agreement are as listed on Appendix E — List of institutions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 300 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

The framework agreement will commence on the 11.6.2018 for an initial period of 3 years and will expire on the 10.6.2021.

The Authority reserves the right to extend the framework agreement for a further 1 x 12 month periods subject to satisfactory performance and continued institutions requirements.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

External Audit

Lot No: 3

II.2.2)Additional CPV code(s)

79212000

II.2.3)Place of performance

NUTS code: UKM

II.2.4)Description of the procurement:

External audit.

Parties eligible to use the framework agreement are as listed on Appendix E — List of institutions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 1 000 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

The framework agreement will commence on the 11.6.2018 for an initial period of 3 years and will expire on the 10.6.2021.

The Authority reserves the right to extend the framework agreement for a further 1 x 12 month periods subject to satisfactory performance and continued Institutions requirements.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Tax Advice and Specialist Tax Advice

Lot No: 4

II.2.2)Additional CPV code(s)

79220000

II.2.3)Place of performance

NUTS code: UKM

II.2.4)Description of the procurement:

Tax advice and Specialist tax advice (including foreign advice, advice on maximising tax efficiencies, and charity status) — General information.

Parties eligible to use the framework agreement are as listed on Appendix E — List of institutions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 2 450 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

The framework agreement will commence on the 11.6.2018 for an initial period of 3 years and will expire on the 10.6.2021.

The Authority reserves the right to extend the framework agreement for a further 1 x 12 month periods subject to satisfactory performance and continued Institutions requirements.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Internal Audit — Small — Colleges and listed Scottish Government Bodies

Lot No: 2

II.2.2)Additional CPV code(s)

79212000

II.2.3)Place of performance

NUTS code: UKM

II.2.4)Description of the procurement:

Internal audit — Small — Colleges and SG Bodies.

Parties eligible to use the framework agreement are as listed on Appendix E — List of institutions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 850 000.00 GBP

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

The framework agreement will commence on the 11.6.2018 for an initial period of 3 years and will expire on the 10.6.2021.

The Authority reserves the right to extend the framework agreement for a further 1 x 12 month periods subject to satisfactory performance and continued Institutions requirements.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

III.1.2)Economic and financial standing

List and brief description of selection criteria:

With reference to ESPD question 4B.5, it is a requirement of this contract that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below;

Employer’s (Compulsory) liability — 5 000 000 or greater (GBP).

Public liability — 5 000 000 or greater (GBP).

Professional liability insurance = 2 000 000 (GBP).

With reference to ESPD question 4B.6 — The successful contractor(s) will be required to provide 2 years audited accounts, or equivalent if awarded a place on the framework agreement. Alternatively, if the Contractor is unable to provide the required accounting information e.g. a new business without the required accounts, then they will be required to provide a bankers letter demonstrating their willingness to support the contractors organisation over the term of the framework agreement. The to years audited accounts, or equivalent will be subject to ratio analysis.

Minimum level(s) of standards possibly required:

Employer’s (Compulsory) liability — 5 000 000 or greater (GBP).

Public liability — 5 000 000 or greater (GBP).

Professional liability insurance = 2 000 000 or greater (GBP).

III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure

IV.1.3)Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement: 32
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 06/04/2018
Local time: 11:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender

IV.2.7)Conditions for opening of tenders

Date: 06/04/2018
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published:

February 2022.

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

With reference to ESPD questions 1.19 3A to 1.73 4C, information provided for Part 3 and 4 will be assessed on a Pass/Fail basis, where:

Pass = meets requirements as stated in contract notice.

Fail = does not meet requirements as stated in contract notice.

Form of tender (Appendix A).

Tenderers must sign the “Form of tender”, which can be found in the attachments section of the tender prior to award, to confirm that their Tender Response is a complete, true and accurate submission.

Freedom of information (Appendix B).

Please confirm that you will be in a position to complete (prior to award) “Freedom of information” (if applicable) which can be found in the attachments section of the tender prior to award. It is for information only and will not be scored.

Supply chain code of conduct (Appendix D).

In partnership with institutions, the Authority has developed “Supply chain code of conduct”, which can be found in the attachments section of the tender. This document sets out the Authority’s expected standards for its supply chain in social, ethical and environmental compliance. This document should only be submitted at point of award. It is for information only and will not be scored.

List of institutions (Appendix E).

The complete list of Institutions that can access the framework agreement can be found in the attachment section of PCS-Tender.

GDPR Contractor data processor assurance assessment (Appendix F).

Please confirm that you will be in a position to complete (prior to award) “GDPR Contractor data processor assurance assessment” in the attachments section of the tender in PCS-Tender. This information must meet the GDPR requirements to ensure the contractor a placement on the framework agreement.

Submission of management information.

Prior to the commencement of the framework agreement, the contractor will provide the Authority with contact details of the Management information contact who will be provided with a template spreadsheet/reporting schedule along with a username and password for the management information website http://www.ucsp.ac.uk/

Contractors must provide the information on a quarterly basis, within 10 working days following the start of each quarter by logging into the website and uploading the template document. If there has been no spend for the quarter then this will still require you to log in and record a nil spend return.

Following the beginning of each new academic year the Authority will provide the contractor with a new template along with the reporting schedule.

The buyer is using PCS-Tender to conduct this ITT exercise. The project code is 10290. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343

A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361

A summary of the expected community benefits has been provided as follows:

The contractor will work with the Authority to deliver Community benefits or social value where there are identifiable throughout the term of the framework agreement. Examples of community benefits or social value are providing training opportunities to staff and students, apprenticeships and investment in the local community etc.

(SC Ref:533277).

VI.4)Procedures for review

VI.4.1)Review body

APUC Limited
Unit 27, Stirling Business Centre, Wellgreen
Stirling
FK8 2DZ
United Kingdom
Telephone: +44 1314428930Internet address:http://www.apuc-scot.ac.uk
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

06/03/2018

 

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