Tax and Financial Consultancy Tender

In accordance with good practice The Riverside Group Ltd is committed to regularly reviewing the provision of external audit, tax and financial consultancy services.

United Kingdom-Liverpool: Accounting, auditing and fiscal services

2016/S 134-241958

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

The Riverside Group
2 Estuary Boulevard, Estuary Commerce Park
For the attention of: Mrs Carol Rabone
L24 8RF Liverpool
United Kingdom
Telephone: +44 1512955000
E-mail: carol.rabone@riverside.org.uk

Internet address(es):

General address of the contracting authority: http://www.riverside.org.uk

Electronic access to information: https://www.the-chest.org.uk

Electronic submission of tenders and requests to participate: https://www.the-chest.org.uk

Further information can be obtained from: The Riverside Group
2 Estuary Boulevard, Estuary Commerce Park
For the attention of: Mrs Carol Rabone
L24 8RF Liverpool
United Kingdom
Telephone: +44 1512955000
E-mail: carol.rabone@riverside.org.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from:The Riverside Group
2 Estuary Boulevard, Estuary Commerce Park
For the attention of: Mrs Carol Rabone
L24 8RF Liverpool
United Kingdom
Telephone: +44 1512955000
E-mail: carol.rabone@riverside.org.uk

Tenders or requests to participate must be sent to: The Riverside Group
2 Estuary Boulevard, Estuary Commerce Park
For the attention of: Mrs Carol Rabone
L24 8RF Liverpool
United Kingdom
Telephone: +44 1512955000
E-mail: carol.rabone@riverside.org.uk

I.2)Type of the contracting authority

Other: registered provider of social housing

I.3)Main activity

Housing and community amenities

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:

Tender for External Audit, Tax and Financial Consultancy.

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 UK

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)

In accordance with good practice The Riverside Group Ltd (TRGL) is committed to regularly reviewing the provision of external audit, tax and financial consultancy services.
TRGL seeks to appoint a single Candidate to cover (a) external audit (b) certification of loan covenant compliance (c) tax compliance (d) retainer service for basic tax matters and (e) tax advisory.
There maybe an ad-hoc requirement for (f) financial consultancy services.
The 1st accounting period to be covered by this contract will be the year ending 31.3.2017.

II.1.6)Common procurement vocabulary (CPV)

79200000, 79210000, 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

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:

Estimated value excluding VAT:
Range: between 2 000 000 and 5 000 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: Option to extend for a further 3 x 12 months following initial 4 year contract period.
Provisional timetable for recourse to these options:
in months: 36 (from the award of the contract)

II.2.3)Information about renewals

This contract is subject to renewal: no

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

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

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:

The main financing conditions and payment terms and/or reference to the relevant provisions shall be contained in the tender and/or contractual documents.

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

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

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Further information regarding economic and financial ability of economic operators shall be contained in the tender and/or contractual documents.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Further information regarding economic and financial ability of economic operators shall be contained in the tender and/or contractual documents.

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: As contained in the tender and/or contractual documents.

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

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no

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:

TRG118

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

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: 9.9.2016 – 11:59
Payable documents: no

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

9.9.2016 – 11:59

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