External Audit University of Essex

External Audit University of Essex

Expressions of interest are sought for a period of 5 financial years commencing with the 2013/14 financial year, with the possibility of an extension for a further 2 years, subject to satisfactory performance and agreement on fees.

UK-Colchester: Accounting, auditing and fiscal services

2013/S 003-003288

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

University of Essex
Wivenhoe Park
Contact point(s): Central Procurement Unit
For the attention of: Adrian Woodmore
CO4 3SQ Colchester
UNITED KINGDOM
Telephone: +44 1206872068
E-mail: procure@essex.ac.uk
Fax: +44 1206872937

Internet address(es):

General address of the contracting authority: http://www.essex.ac.uk

Address of the buyer profile: http://www.essex.ac.uk/purchasing/

Electronic access to information: https://www.delta-esourcing.com/delta/index.html

Electronic submission of tenders and requests to participate: https://www.delta-esourcing.com/delta/index.html

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:
T421 External Audit.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 9: Accounting, auditing and bookkeeping services
NUTS code UKH3
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
Accounting, auditing and fiscal services. Accounting and auditing services. Auditing services. Financial auditing services. Statutory audit services. Expressions of interest are sought for a period of 5 financial years commencing with the 2013/14 financial year, with the possibility of an extension for a further 2 years, subject to satisfactory performance and agreement on fees. The audit will be expected to cover both the University accounts and those of its wholly owned subsidiaries which are active.
II.1.6)Common procurement vocabulary (CPV)

79200000, 79210000, 79212000, 79212100, 79212300

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: no
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:
Expressions of interest are sought for a period of 5 financial years commencing with the 2013/14 financial year, with the possibility of an extension for a further 2 years, subject to satisfactory performance and agreement on fees.
II.2.2)Information about options
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Starting 1.8.2013. Completion 31.7.2018

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
The University reserves the right to require deposits, guarantees, bonds or other forms of appropriate security. Further details will be provided in the documentation.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
As detailed in the documents.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Grouped or consortia bidders will be required to be jointly and severally liable to the University. The University reserves the right to request a single legal form.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: The Authority will apply all the offences listed in Article 45(1) of Directive 2004/18/EC (implemented as Regulation 23(1) of the Public Contract Regulations (PCR) 2006 in the UK) and all of the professional misconducts listed at Article 45(2) of Directive 2004/18/EC (see also Regulation 23(2) in the PCR 2006) to the decision of whether a Candidate is eligible to be invited to tender.
A full list of the Regulation 23(1) and 23(2) criteria are at http://www.delta-esourcing.com/delta/project/reasonsForExclusion.html#pcr

Candidates will be required to answer these questions as part of the qualification process. For candidates who are registered overseas, you will need to declare if you have any offences/misconduct under your own countries laws, where these laws are equivalent to the Regulation 23 lists.
Candidates who have been convicted of any of the offences under Article 45(1) are ineligible and will not be selected to bid, unless there are overriding requirements in the general interest for doing so.
Candidates who are guilty of any of the offences, circumstances or misconduct under Article 45(2) may be excluded from being selected to bid at the discretion of the Authority.
The University will evaluate all responses in accordance with Articles 45 to 50 of Directive 2004/18/EC and Regulations 23 to 25 of the Public Contracts Regulations 2006, and as set out in the documentation available from the address in section I.1.

III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: In accordance with Article 47 of Directive 2004/18/EC and Regulation 24 of the Public Contracts Regulations 2006. Minimum level(s) of standards possibly required: As set out in the documents available from the address in section I.1. The University will perform a credit check on every bidder and Consortium Member(s) where applicable.
Minimum level(s) of standards possibly required: The bidder must not represent a high risk on the credit check performed and must present a standard risk or above in order to pass. It is highly desirable that the Annual Turnover exceeds 10 x the value of this contract on an annual basis. The ‘Todays Contract Limit’ stated on the Credit Report must exceed the value of the annual costs budgeted, estimated or expected in the Invitation to Tender.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
As detailed within the PQQ and ITT documents at each stage.
Minimum level(s) of standards possibly required:
For core areas there is a minimum requirement of 50% or 5/10 on the scoring criteria as detailed within the documents as a minimum pass rate. Detailed in the PQQ and ITT documents at each stage.
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: The bidder must be registered as a profession suitable to carry out the duties of an auditor.
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 4: and maximum number 6
Objective criteria for choosing the limited number of candidates: The University will shortlist the bidders at PQQ stage using the weighted criteria within the PQQ document. The University reserves the right to change the quantity of bidders invited to the ITT stage dependent on the quality of the submissions received and the scoring that applies.
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 in the specifications, in the invitation to tender or to negotiate or in the descriptive document
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:
T421
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
4.2.2013 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
18.3.2013
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 of tenders

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
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
The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement, and the contract will be awarded on the basis of the most economically advantageous tender.The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection will be based solely on the criteria set out for the procurement,and the contract will be awarded on the basis of the most economically advantageous tender.
For any expression of interest bidders should log onto https://www.delta-esourcing.com and use access code QR5ZNZ2AX6 to access the PQQ Documents.

To view this notice, please click here:
https://www.delta-esourcing.com/delta/respondToList.html?noticeId=47562818

GO Reference: GO-201312-PRO-4489461.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: In accordance with Regulation 32 (Information about contract award procedures and the application of standstill period prior to contract award) and Regulation 47 (Enforcement of Obligations) of the Public Contracts Regulations 2006 the University will incorporate at least a 10 calendar day standstill period after contract award decisions are taken but before contracts are signed. At that time information on the bids and the award of the contract will be communicated to bidders.
This period allows unsuccessful bidders to seek further debriefing from the University before the contract is entered into. Applicants have two working days from the publication of the contract award decision to request additional debriefing information, and that information must be provided a minimum of three working days before the expiry of the standstill period. Such additional information should be requested from the addressee in section I.1. If an appeal regarding the award of a contract have not been successfully resolved, the Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
Any such action is subject to requirements of prior notice, must be brought promptly. The Court may order the setting aside of the award decision, under narrow circumstances may impose additional fines, order the University to amend any document and/or may award damages. The purpose of the standstill period referred to above is to allow parties to apply to the Courts to set aside the award decision before the contract is entered into.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:2.1.2013

UK-Colchester: Accounting, auditing and fiscal services

2013/S 003-003288

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

University of Essex
Wivenhoe Park
Contact point(s): Central Procurement Unit
For the attention of: Adrian Woodmore
CO4 3SQ Colchester
UNITED KINGDOM
Telephone: +44 1206872068
E-mail: procure@essex.ac.uk
Fax: +44 1206872937

Internet address(es):

General address of the contracting authority: http://www.essex.ac.uk

Address of the buyer profile: http://www.essex.ac.uk/purchasing/

Electronic access to information: https://www.delta-esourcing.com/delta/index.html

Electronic submission of tenders and requests to participate: https://www.delta-esourcing.com/delta/index.html

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:
T421 External Audit.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 9: Accounting, auditing and bookkeeping services

NUTS code UKH3

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
Accounting, auditing and fiscal services. Accounting and auditing services. Auditing services. Financial auditing services. Statutory audit services. Expressions of interest are sought for a period of 5 financial years commencing with the 2013/14 financial year, with the possibility of an extension for a further 2 years, subject to satisfactory performance and agreement on fees. The audit will be expected to cover both the University accounts and those of its wholly owned subsidiaries which are active.
II.1.6)Common procurement vocabulary (CPV)

79200000, 79210000, 79212000, 79212100, 79212300

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: no
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:
Expressions of interest are sought for a period of 5 financial years commencing with the 2013/14 financial year, with the possibility of an extension for a further 2 years, subject to satisfactory performance and agreement on fees.
II.2.2)Information about options
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Starting 1.8.2013. Completion 31.7.2018

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
The University reserves the right to require deposits, guarantees, bonds or other forms of appropriate security. Further details will be provided in the documentation.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
As detailed in the documents.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Grouped or consortia bidders will be required to be jointly and severally liable to the University. The University reserves the right to request a single legal form.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: The Authority will apply all the offences listed in Article 45(1) of Directive 2004/18/EC (implemented as Regulation 23(1) of the Public Contract Regulations (PCR) 2006 in the UK) and all of the professional misconducts listed at Article 45(2) of Directive 2004/18/EC (see also Regulation 23(2) in the PCR 2006) to the decision of whether a Candidate is eligible to be invited to tender.

A full list of the Regulation 23(1) and 23(2) criteria are at http://www.delta-esourcing.com/delta/project/reasonsForExclusion.html#pcr

Candidates will be required to answer these questions as part of the qualification process. For candidates who are registered overseas, you will need to declare if you have any offences/misconduct under your own countries laws, where these laws are equivalent to the Regulation 23 lists.
Candidates who have been convicted of any of the offences under Article 45(1) are ineligible and will not be selected to bid, unless there are overriding requirements in the general interest for doing so.
Candidates who are guilty of any of the offences, circumstances or misconduct under Article 45(2) may be excluded from being selected to bid at the discretion of the Authority.
The University will evaluate all responses in accordance with Articles 45 to 50 of Directive 2004/18/EC and Regulations 23 to 25 of the Public Contracts Regulations 2006, and as set out in the documentation available from the address in section I.1.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: In accordance with Article 47 of Directive 2004/18/EC and Regulation 24 of the Public Contracts Regulations 2006. Minimum level(s) of standards possibly required: As set out in the documents available from the address in section I.1. The University will perform a credit check on every bidder and Consortium Member(s) where applicable.
Minimum level(s) of standards possibly required: The bidder must not represent a high risk on the credit check performed and must present a standard risk or above in order to pass. It is highly desirable that the Annual Turnover exceeds 10 x the value of this contract on an annual basis. The ‘Todays Contract Limit’ stated on the Credit Report must exceed the value of the annual costs budgeted, estimated or expected in the Invitation to Tender.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
As detailed within the PQQ and ITT documents at each stage.
Minimum level(s) of standards possibly required:
For core areas there is a minimum requirement of 50% or 5/10 on the scoring criteria as detailed within the documents as a minimum pass rate. Detailed in the PQQ and ITT documents at each stage.
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: The bidder must be registered as a profession suitable to carry out the duties of an auditor.
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 4: and maximum number 6
Objective criteria for choosing the limited number of candidates: The University will shortlist the bidders at PQQ stage using the weighted criteria within the PQQ document. The University reserves the right to change the quantity of bidders invited to the ITT stage dependent on the quality of the submissions received and the scoring that applies.
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 in the specifications, in the invitation to tender or to negotiate or in the descriptive document
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:
T421
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
4.2.2013 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
18.3.2013
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 of tenders

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
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
The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement, and the contract will be awarded on the basis of the most economically advantageous tender.The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection will be based solely on the criteria set out for the procurement,and the contract will be awarded on the basis of the most economically advantageous tender.

For any expression of interest bidders should log onto https://www.delta-esourcing.com and use access code QR5ZNZ2AX6 to access the PQQ Documents.

To view this notice, please click here:

https://www.delta-esourcing.com/delta/respondToList.html?noticeId=47562818

GO Reference: GO-201312-PRO-4489461.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: In accordance with Regulation 32 (Information about contract award procedures and the application of standstill period prior to contract award) and Regulation 47 (Enforcement of Obligations) of the Public Contracts Regulations 2006 the University will incorporate at least a 10 calendar day standstill period after contract award decisions are taken but before contracts are signed. At that time information on the bids and the award of the contract will be communicated to bidders.
This period allows unsuccessful bidders to seek further debriefing from the University before the contract is entered into. Applicants have two working days from the publication of the contract award decision to request additional debriefing information, and that information must be provided a minimum of three working days before the expiry of the standstill period. Such additional information should be requested from the addressee in section I.1. If an appeal regarding the award of a contract have not been successfully resolved, the Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
Any such action is subject to requirements of prior notice, must be brought promptly. The Court may order the setting aside of the award decision, under narrow circumstances may impose additional fines, order the University to amend any document and/or may award damages. The purpose of the standstill period referred to above is to allow parties to apply to the Courts to set aside the award decision before the contract is entered into.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:2.1.2013

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