External Audit, Grant Audit and Taxation Services

External Audit, Grant Audit and Taxation Services

The organisations capability to provide such services, will be evidenced by both their overall resources, and the specific expertise of the personnel dedicated to the Liverpool John Moores relationship.

UK-Liverpool: Financial auditing services

2013/S 050-082237

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Liverpool John Moores University
Finance, Kingsway House, Hatton Garden
For the attention of: Mr Shaun McDonald, Procurement Officer
L3 2AJ Liverpool
UNITED KINGDOM
Telephone: +44 1519046495
E-mail: s.p.mcdonald@ljmu.ac.uk

Internet address(es):

General address of the contracting authority: www.ljmu.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

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, Grant Audit and Taxation Services
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
Main site or location of works, place of delivery or of performance: Liverpool John Moores University
NUTS code UKD52

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)

The range of services provided will be in accordance with the model terms of reference for an External Audit Service – as extracted from the the current Higher Education Funding Council England (HEFCE) Handbook for members of Audit Committees in Higher Education Institutions.
The External Audit Service will cover the audit of the institutions’s financial statements and such other matters as the governing body requires, in accordance with auditing standards, having regard to relevant auditing guidelines and auditing standards issued by the Auditing Standards Board.
The Grant Audit will cover the grants given to the university by external bodies.
The Taxation Service will cover all aspects of direct and indirect taxation (eg VAT, Corporation and PAYE Income Tax) both domestic and international.
The organisations capability to provide such services, will be evidenced by both their overall resources, and the specific expertise of the personnel dedicated to the Liverpool John Moores relationship.
II.1.6)Common procurement vocabulary (CPV)

79212100

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:

As defined in the Pre Qualification Questionnaire (PQQ) and Tender documents
Estimated value excluding VAT:
Range: between 250 000,00 and 280 000,00 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals

This contract is subject to renewal: yes
II.3)Duration of the contract or time limit for completion

Starting 1.8.2013. Completion 31.7.2020

Information about lots

Lot No: 1 Lot title: External Audit Service

1)Short description

The External Audit Service will cover the audit of the institutions’s financial statements and such other matters as the governing body requires, in accordance with auditing standards, having regard to relevant auditing guidelines and auditing standards issued by the Auditing Standards Board.
The organisations capability to provide such services, will be evidenced by both their overall resources, and the specific expertise of the personnel dedicated to the Liverpool John Moores relationship.
2)Common procurement vocabulary (CPV)

79212100

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: Grant Audit service

1)Short description

The Grant Audit will cover the grants given to the university by external bodies.
The organisations capability to provide such services, will be evidenced by both their overall resources, and the specific expertise of the personnel dedicated to the Liverpool John Moores relationship.
2)Common procurement vocabulary (CPV)

79212100

3)Quantity or scope

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

Lot No: 3 Lot title: Taxation Services

1)Short description

The Taxation Service will cover all aspects of direct and indirect taxation (eg VAT, Corporation and PAYE Income Tax) both domestic and international.
The organisations capability to provide such services, will be evidenced by both their overall resources, and the specific expertise of the personnel dedicated to the Liverpool John Moores relationship.
2)Common procurement vocabulary (CPV)

79212100

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:

As specified in the PQQ and Tender documents, with evidence of the appropriate level of Professional Indemnity and Liability Insurance cover.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

As specified in the PQQ and Tender documents
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Joint and Several Liability
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: Certificate of enrollment on professional register for Accountants and Auditors
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Proof of the organisation’s financial capacity and stability to perform the contract – last 3 years published and audited accounts.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Evidence that the proposed staff have the expertise to carry out the contract. Curriculum Vitae will be required for nominated staff
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: Certificate of enrollment on professional register for Accountants and Auditors.
III.3.2)Staff responsible for the execution of the service

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 5: and maximum number 8
Objective criteria for choosing the limited number of candidates: As detailed in the PQQ
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:

LJMU 13 / 07 – External Audit, Grant Audit & Taxation Services
IV.3.2)Previous publication(s) concerning the same contract

Notice on a buyer profile

Notice number in the OJEU: 2009/S 520-075297 of 17.3.2009

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: 2.4.2013 – 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

8.4.2013 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

12.4.2013
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: yes
Estimated timing for further notices to be published: 7 years (84 months)
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:8.3.2013