External Audit and Taxation Services University of Reading

External Audit and Taxation Services University of Reading

The University is tendering for External Audit services for itself, its wholly owned UK subsidiaries, (4) and wholly owned overseas subsidiaries (4), and charitable trusts (5), and the University of Reading Employees Pension Fund (UEPF); and the University of Reading Pension Scheme (URPS).

UK-Reading: financial auditing services

2012/S 39-063434

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

University of Reading
Park House, Whiteknights
Contact point(s): Lisa Jeffries
For the attention of: Head of Procurement
RG6 6AQ Reading
UNITED KINGDOM
Telephone: +44 1183788305
E-mail: [email protected]
Fax: +44 1183786709

Internet address(es):

General address of the contracting authority: www.reading.ac.uk/procurement

Address of the buyer profile: www.reading.ac.uk/procurement

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Body governed by public law
I.3)Main activity

Education
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:

External Audit & Taxation Services.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 27: Other services
NUTS code UKJ1

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement

Framework agreement with a single operator
Duration of the framework agreement

Duration in years: 4

II.1.5)Short description of the contract or purchase(s)

External Audit and Taxation Services.
II.1.6)Common procurement vocabulary (CPV)

79212100, 79221000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no
II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Duration in months: 48 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: External Audit

1)Short description

The University is tendering for External Audit services for itself, its wholly owned UK subsidiaries, (4) and wholly owned overseas subsidiaries (4), and charitable trusts (5), and the University of Reading Employees Pension Fund (UEPF); and the University of Reading Pension Scheme (URPS).
2)Common procurement vocabulary (CPV)

79212000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 2 Lot title: Taxation Services

1)Short description

The lot covers the provision of non-audit tax advisory services for both compliance and planning purposes, for itself and its associated companies. This includes most direct and indirect taxes, as well as overseas and international taxes and can cover a diverse range of activities from day-to-day PAYE queries to issues around the exploitation of intellectual property and complex funding structures.
2)Common procurement vocabulary (CPV)

79221000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability
III.2.3)Technical capacity
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision:
III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 3: and maximum number 10
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated below

1. Technical / quality. Weighting 60

2. Commercial. Weighting 40

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

UOR/FIN/12/007
IV.3.2)Previous publication(s) concerning the same contract

no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Payable documents: yes
Price: 150 GBP
IV.3.4)Time limit for receipt of tenders or requests to participate

30.3.2012
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence
VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:23.2.2012