NWUPC Framework for Taxation and Accountancy Services

NWUPC Framework for Taxation and Accountancy Services

The NWUPC has a requirement to establish a Framework Agreement for the provision of Global Mobility Support Services.

United Kingdom-Manchester: Business services: law, marketing, consulting, recruitment, printing and security

2016/S 094-169641

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

NWUPC Ltd
Albert House, 17 Bloom Street
For the attention of: Ian Ross
M1 3HZ Manchester
UNITED KINGDOM
Telephone: +44 1612348004
E-mail: ian.ross@manchester.ac.uk

Internet address(es):

General address of the contracting authority: www.nwupc.ac.uk

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

Other: University purchasing consortia

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: yes

Members of NWUPC, APUC, HEPCW, LUPC, NEUPC, SUPC, CPC and UKSBS

Section II: Object of the contract

II.1)Description

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

Global Mobility Support 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

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 several operators

Duration of the framework agreement

Duration in years: 4

Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 50 000 000 and 100 000 000 GBP

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

The NWUPC has a requirement to establish a Framework Agreement for the provision of Global Mobility Support Services. NWUPC is managing this procurement process in accordance with the Public Contracts Regulations 2015 (the ‘Regulations’) on behalf of members of North Western Universities Purchasing Consortium (NWUPC), North Eastern Universities Purchasing Consortium (NEUPC), Southern Universities Purchasing Consortium (SUPC), London Universities Purchasing Consortium (LUPC), Advanced Procurement for Universities and Colleges (APUC), Higher Education Purchasing Consortium Wales (HEPCW), Crescent Purchasing Consortium (CPC) and UK Shared Business Services Ltd (UKSBS).
Members of the participating consortia can be found at the below links:

NWUPC: http://www.nwupc.ac.uk/our-members

APUC: http://www.apuc-scot.ac.uk/#!/members

HEPCW: http://www.hepcw.ac.uk/about-us-2/

LUPC: http://www.lupc.ac.uk/list-of-members.html

NEUPC: http://neupc.ac.uk/our-members

SUPC: http://supc.ac.uk/engage/our-members/our-members

CPC: http://www.thecpc.ac.uk/members/regions.php

UKSBS: http://www.uksbs.co.uk/Pages/default.aspx

The framework will be structured into 5 Lots:
Lot 1 — Legal Services;
Lot 2 — Taxation and Accountancy Services;
Lot 3 — International Payroll Services;
Lot 4 — Domiciliation Services;
Lot 5 — Relocation Services.
At some point during the life of the Framework Agreement the current members of the following Consortia may wish to utilise the Agreement and should have access at any point with the permission of NWUPC. Therefore, it should also apply, with the express written permission of NWUPC, to any member of any other Higher or Further Education regional purchasing consortium or any other Higher Education Institution in the United Kingdom as well as the Research Councils, providing that they formally commit to participate in and support this Agreement. NWUPC will only grant permission at the request of the consortium; or an Institution if it is not a member of a Consortium. This Agreement is not intended to replace any current Agreements that either participating or non-participating Consortia may already have in place. A list of the current members of those HE and FE regional purchasing consortia is as follows:

NWUPC: http://www.nwupc.ac.uk/our-members

APUC: http://www.apuc-scot.ac.uk/#!/members

HEPCW: http://www.hepcw.ac.uk/about-us-2/

LUPC: http://www.lupc.ac.uk/list-of-members.html

NEUPC: http://www.neupc.ac.uk/our-members

SUPC: http://www.supc.ac.uk/engage/our-members/our-members

CPC: http://www.thecpc.ac.uk/members/regions.php

UKSBS: http://www.uksbs.co.uk/Pages/default.aspx

II.1.6)Common procurement vocabulary (CPV)

79000000, 79223000, 79631000, 98392000, 79410000, 79130000, 79613000, 79112000, 79612000, 79100000, 79421100, 79420000, 79411100,79421200, 79212200, 79212000, 79111000, 79314000, 79430000, 79212300, 79212100, 79131000, 79412000, 79132000, 79540000, 79211110,79311410, 79417000, 79220000, 79418000, 79212500, 79222000, 79140000, 79212400, 79414000, 79530000, 79221000, 79110000, 79421000,79632000, 79610000, 79211000, 79400000, 79112100, 79211100, 79300000, 79210000, 79132100, 79212110, 79200000, 79411000

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: 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:

The NWUPC is seeking to establish a multi-provider Framework Agreement on behalf of the members of NWUPC, NEUPC, SUPC, LUPC, APUC, HEPCW, CPC and UKSBS for Global Mobility Support Services.
This Framework Agreement will commence on 1.9.2016 for an initial period of 36 months until 31.8.2019 with the option to extend the Agreement for 12 months until 31.8.2020 subject to satisfactory Economic Operator performance.
The Framework Agreement will be split into 5 lots as follows:
Lot 1 — Legal Services;
Lot 2 — Taxation and Accountancy Services;
Lot 3 — International Payroll Services;
Lot 4 — Domiciliation Services;
Lot 5 — Relocation Services.
You can apply for a single lot or for multiple lots. You only need to complete and return one ITT document no matter how many lots you are applying for. However you must indicate in section 4 Lot Application which of the lots You wish to apply for. You will also have to complete any Lot specific documents. A full list of the documents required for a complete tender submission is provided in section 18 Document Check-list. Each bid will be assessed on its own merits and each lot will be evaluated and awarded separately. Successful award on a particular lot does not enable You to supply under any other Lot(s).
Each firm tendering for Lot 2 will be expected to provide a web based knowledge portal providing summary taxation guidance and advice with a Higher Education focus for country by country on a worldwide basis. Firms tendering for Lot 2 can confirm that they are willing to provide a web based knowledge portal as per question 7 of Appendix 7. Firm should be able to tailor their advice to take into the account the regional requirements depending on the location of the University.
Estimated value excluding VAT:
Range: between 50 000 000 and 100 000 000 GBP
II.2.2)Information about options
II.2.3)Information about renewals

II.3)Duration of the contract or time limit for completion

Starting 1.9.2016. Completion 30.8.2020

Information about lots

Lot No: 1 Lot title: Provision of Legal Services

1)Short description

Provision of practical advice tailored to the specific pattern for the university. Advice may be given through telephone, skype, email or face to face planning meetings.
Scenarios of Global Mobility that the firms needs to be able cover are:
— Outbound assignments from UK (staff, contractors and students working overseas);
— Sending people abroad to a territory when the University has no existing presence. Secondments overseas may be short term (less than 6 months) to long term (2 years or more);
— Setting up independent operation that is an extension of the University in an overseas territory;
— Inbound assignments to UK (either employing staff, interns, contractors and students currently resident overseas or accepting secondments from overseas Universities or other organisations);
Areas of advice to the University prior to deciding on whether to proceed with the arrangements:
(please note that those listed below are not exhaustive or prescriptive).
Employment Law Issues for Employee/Employer:
— Strategic understanding of employment opportunities, risks and costs by jurisdiction, to enable advice on optimum organisational structure.

2)Common procurement vocabulary (CPV)

79100000, 79110000, 79111000, 79112000

3)Quantity or scope

For members of NWUPC, APUC, HEPCW, LUPC, NEUPC, SUPC, CPC and UKSBS.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 2 Lot title: Taxation and Accountancy Services

1)Short description

Each firm tendering for Lot 2 must provide a web based knowledge portal providing summary taxation advice and guidance with a Higher Education focus for country by country on a worldwide basis. Firm should be able to tailor their advice to take into the account the regional requirements depending on the location of the University. Practical advice tailored to the specific pattern for the university. Advice may be given through telephone, skype, email or face to face planning meetings.
Guidance on development of Institutional Policies.
Assistance and development of policies, procedures and check-lists for monitoring staff movements to help Institutions to capture the correct information to aid their decision making.
Outbound assignments from UK (staff, contractors and students working overseas). The scope of requirement for this Lot is that all outbound assignments from the UK will be included.
Sending people abroad to a territory when the University has no existing presence. Secondments overseas may be short term (less than 6 months) to long term (2 years or more).
Setting up independent operation that is an extension of the University in an overseas territory.
Firm should be able to cover providing advice on 1 or more of the following areas.
Areas of advice (please note that those listed below are not exhaustive or prescriptive):
To the University prior to deciding on whether to proceed with the arrangements:
Income Tax Considerations;
Social Security Considerations;
Corporate direct and indirect tax implications.

2)Common procurement vocabulary (CPV)

79221000, 79211000, 79200000, 79211100

3)Quantity or scope

For members of NWUPC, APUC, HEPCW, LUPC, NEUPC, SUPC, CPC and UKSBS.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 3 Lot title: International Payroll Services

1)Short description

International payroll provision:
(please note that the requirements listed below are not exhaustive or prescriptive).
1. Set-up and registration of University’s or overseas subsidiary’s payroll with the necessary governmental agencies;
2. Obtaining any necessary licenses for the University or the overseas agent/subsidiary to operate payroll;
3. Assisting employees obtaining necessary tax identification numbers in host territory;
4. Payroll set-up;
5. Withholding tax obligations — collection, payment and reporting;
6. Foreign currency management;
7. Application for certificate of tax credit if necessary;
8. Operation of monthly/fortnight payroll (depending on host territory’s requirements/standards);
9. Shadow payroll calculations;
10. Preparation and submission of Employer forms in a timely basis;
11. Preparation and submission of Year End forms;
12. Preparation and submission of monthly and annual reconciliations to the University;
13. Translation of documents;
14. Regular updates to University on anything that changes that impacts the University’s payroll or employees;
15. Social Security implications.

2)Common procurement vocabulary (CPV)

79631000, 79211110

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

Lot No: 4 Lot title: Domiciliation Services

1)Short description

Entity formation:
1. Advice on the most appropriate legal form for overseas entity — company or branch or representative office. This advice should include details of the requirements and restrictions of the different legal forms and the ease of establishment and liquidating entity.
2. Depending on legal form, advice on cash/profit repatriation strategies.
3. Management in establishment of the appropriate legal entity.
4. Drafting and review of necessary legal documents to establish the entity and preparing the statutory registers.
5. Translation of documents.
6. Assist with having documents notarised and legalised overseas.
7. Advice regarding the requirements for local resident directors, domiciliation agents, company secretary, auditors, accountants and any other compliance officers required. Assist with locating and appointing individuals where necessary.
Company Secretarial Services;
Accounting Services;
Tax Compliance Services;
Maintenance of corporate tax residency.

2)Common procurement vocabulary (CPV)

79200000

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

Lot No: 5 Lot title: Relocation Services

1)Short description

This Lot is for the provision of service providers who can deliver a complete relocation package for overseas staff and students moving to UK institutions as well as staff relocation to institutions and entities overseas. The service may also be utilized for some relocations within the UK.
Areas of services (please note that those listed below are not exhaustive or prescriptive);
Orientation Services;
Accommodation Services;
Removal Services;
Lease Services.

2)Common procurement vocabulary (CPV)

98392000, 79613000

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:

See documents.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

See documents.
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

Information and formalities necessary for evaluating if the requirements are met: See documents.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: See documents.
Minimum level(s) of standards possibly required: See documents.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
See documents.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

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

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

PRO 3092 NW

IV.3.2)Previous publication(s) concerning the same contract

no

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 20.6.2016
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

20.6.2016 – 12:00
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

in days: 120 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Place:

NWUPC offices.

Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: 2 members of NWUPC contracting team.

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

Precise information on deadline(s) for lodging appeals: NWUPC will hold a minimum standstill period of 10 days prior to award. Tenderers will be notified of this.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

16.5.2016

 

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