Tender for Council Tax Discount and Reduction Review Service

Tender for Council Tax Discount and Reduction Review Service

Framework Agreement for the Provision of a Council Tax Discount and Reduction Review Service.

United Kingdom-Stafford: Financial consultancy services

2018/S 192-434369

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Staffordshire County Council
Staffordshire Place 1, Tipping Street
Stafford
ST16 2DH
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG24
Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Lichfield District Council
Lichfield
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2
Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

East Staffordshire Borough Council
Burton
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Cannock Chase District Council
Cannock
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Stafford Borough Council
Stafford
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Newcastle under Lyme Borough Council
Newcastle under Lyme
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

South Staffordshire Council
Codsall
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG2Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Tamworth Borough Council
Tamworth
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG3Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.1)Name and addresses

Stoke on Trent City Council
Stoke on Trent
United Kingdom
Contact person: Laura Kendall
Telephone: +44 1785854656
E-mail: laura.kendall@staffordshire.gov.uk
NUTS code: UKG23Internet address(es):Main address: https://www.staffordshire.gov.uk/Homepage.aspx

Address of the buyer profile: https://supplierlive.proactisp2p.com/Account/Login#

I.2)Information about joint procurement

The contract involves joint procurement
In the case of joint procurement involving different countries, state applicable national procurement law:

English

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://supplierlive.proactisp2p.com/Account/Login#
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://supplierlive.proactisp2p.com/Account/Login#
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Regional or local authority

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Framework Agreement for the Provision of a Council Tax Discount and Reduction Review Service

Reference number: IA1110

II.1.2)Main CPV code

66171000

II.1.3)Type of contract

Services

II.1.4)Short description:

Each Council will conduct reviews of all Council Tax reductions which are relevant to the occupancy of a property and those residents. This will typically include:

— all single person discounts,

— all other Council Tax discounts,

— all empty properties, including long term voids, which do not attract a reduction,

— all Local Council Tax Reduction (LCTR) cases, in so far as the residents occupying the household will be reviewed. Income, capital, etc. will not be reviewed as a part of this project.

II.1.5)Estimated total value

Value excluding VAT: 1 000 000.00 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:

Data Matching Service

Lot No: 1

II.2.2)Additional CPV code(s)

79212100

II.2.3)Place of performance

NUTS code: UKG24
Main site or place of performance:

Staffordshire

II.2.4)Description of the procurement:

If a Council requires services from this lot 1, it shall provide details of the cases to be reviewed, in an agreed format (e.g. NFI format). The Contractor will match the data to its own records and databases and report to the Council the likelihood of undeclared occupants living at the address and the names of other occupants that it believes may be resident, and any other evidence to support the contention that other residents exist.

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: 600 000.00 GBP

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

Duration in months: 48
This contract is subject to renewal: no

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:

Full Managed Service

Lot No: 2

II.2.2)Additional CPV code(s)

79212100

II.2.3)Place of performance

NUTS code: UKG24

II.2.4)Description of the procurement:

Should a Council require the Contractor to investigate any mismatches, update their systems with the results of the investigations and deal with any subsequent Council Tax payer contact, it shall request services from this lot 2. In this case, access will be provided to relevant systems, files and information held by the Council and the Contractor will be expected to update the Council’s records throughout the project.

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: 400 000.00 GBP

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

Duration in months: 48
This contract is subject to renewal: no

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

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
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: 2
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: 05/11/2018
Local time: 12:00
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

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 05/11/2018
Local time: 13:00
Place:

Staffordshire County Council Offices

Section VI: Complementary information

VI.1)Information about recurrence

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

42 months

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:
VI.4)Procedures for review

VI.4.1)Review body

Staffordshire County Council
Tipping Street
Stafford
ST16 2DH
United Kingdom

VI.4.2)Body responsible for mediation procedures

Staffordshire County Council
Tipping Street
Stafford
ST16 2DH
United Kingdom
VI.4.3)Review procedure

VI.4.4)Service from which information about the review procedure may be obtained

Staffordshire County Council
Tipping Street
Stafford
ST16 2DH
United Kingdom

VI.5)Date of dispatch of this notice:

01/10/2018

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