External Audit Services Manchester

External Audit Services Manchester

External audit services, tax and internal audit services.

UK-Manchester: Statutory audit services

2013/S 101-173219

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Your Housing Group
Apex House, 266 Moseley Road
For the attention of: Maria Shaw
M192LH Manchester
UNITED KINGDOM
Telephone: +44 1612482355
E-mail: maria.shaw@yourhousinggroup.co.uk

Internet address(es):

Address of the buyer profile: http://www.mytenders.org/search/Search_AuthProfile.aspx?ID=AA1515

Further information can be obtained from: Your Housing Group
Apex House, 266 Moseley Road
For the attention of: Maria Shaw
M192LH Manchester
UNITED KINGDOM
Telephone: +44 1612482355
E-mail: maria.shaw@yourhousinggroup.co.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Your Housing Group
Apex House, 266 Moseley Road
For the attention of: Maria Shaw
M192LH Manchester
UNITED KINGDOM
Telephone: +44 1612482355
E-mail: maria.shaw@yourhousinggroup.co.uk

Tenders or requests to participate must be sent to: Your Housing Group
Apex House, 266 Moseley Road
For the attention of: Maria Shaw
M192LH Manchester
UNITED KINGDOM
Telephone: +44 1612482355
E-mail: maria.shaw@yourhousinggroup.co.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:

External audit services, tax and internal audit 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: North West and Midlands.
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)

Lot 1 – Statutory external audit services
Lot 2 – Taxation services
Lot 3 – Internal audit services (co-sourced with the in house internal audit team)
NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at http://www.myTenders.org/Search/Search_Switch.aspx?ID=105256.

II.1.6)Common procurement vocabulary (CPV)

79212300, 79212200, 79212000, 79212100

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:
II.2.2)Information about options

Options: yes
Description of these options: Lot 3 for Internal Audit Services will be awarded first. Any service provider who is successful in securing Lot 3 will not then be considered for the award of Lot 1 (External Audit Services) and Lot 2 (Taxation Services) if they have bid for these lots.
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 1.10.2013. Completion 30.9.2018

Information about lots

Lot No: 1 Lot title: External Audit Services

1)Short description

Statutory External Audit Services comprising of the examination of the financial statements, underlying records and controlsystems as is necessary to reach an opinion on the financial statements.
2)Common procurement vocabulary (CPV)

79212300, 79212000, 79212100

3)Quantity or scope

Provision of Statutory External Audit Services to Your Housing Group and all member organisations.
4)Indication about different date for duration of contract or starting/completion

Starting 1.10.2013. Completion 30.9.2018
5)Additional information about lots
Lot No: 2 Lot title: Taxation Services

1)Short description

Provision of Taxation Services in respect of corporation tax, including completion of submission of annual returns for HRMC. In addition to ad hoc advice including SDLT, VAT and corporation tax when required.
2)Common procurement vocabulary (CPV)

79212100

3)Quantity or scope

Provision of Taxation Services to Your Housing Group and all its member organisations.
4)Indication about different date for duration of contract or starting/completion

Starting 1.10.2013. Completion 30.9.2018
5)Additional information about lots
Lot No: 3 Lot title: Internal Audit Services (co-sourced with the In-house Internal Audit Team)

1)Short description

The provision of Internal Audit Services through a joint working arrangement with the in-house team to independently examine, evaluate and report upon the effectiveness of the internal control to ensure that they are both efficient and effective.
2)Common procurement vocabulary (CPV)

79212200

3)Quantity or scope

The provision of Internal Audit Services to Your Housing Group and each of its member organisations.
4)Indication about different date for duration of contract or starting/completion

Starting 1.10.2013. Completion 31.3.2017
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:
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: yes
Description of particular conditions: All service providers must have a minimum of 3 years experience providing the relevant services within the Social Housing sector, specifically Registered Providers who operate within a large complex Group Structure.
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: (1) All candidates will be required to produce a certificate or declaration demonstrating that they are not bankrupt or the subject of an administration order, are not being wound-up, have not granted a trust deed, are not the subject of a petition presented for sequestration of their estate, have not had a receiver, manager or administrator appointed and are not otherwise apparently insolvent.
(2) All candidates will be required to produce a certificate or declaration demonstrating that the candidate, their directors, or any other person who has powers of representation, decision or control of the candidate has not been convicted of conspiracy, corruption, bribery, or money laundering. Failure to provide such a declaration will result in the candidate being declared ineligible and they will not be selected to participate in this procurement process.
(3) All candidates will be required to produce a certificate or declaration demonstrating that they have not been convicted of a criminal offence relating to the conduct of their business or profession.
(4) All candidates will be required to produce a certificate or declaration demonstrating that they have not committed an act of grave misconduct in the course of their business or profession.
(5) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process.
(6) All candidates will have to demonstrate that they are licensed, or a member of the relevant organisation, in the State where they are established, when the law of that State prohibits the provision of the services, described in this notice, by a person who is not so licensed or who is not a member of the relevant organisation.
(7) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of social security contributions under the law of any part of the United Kingdom or of the relevant State in which the candidate is established.
(8) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of taxes under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to provide a reference from their bank.
(2) All candidates will be required to provide evidence of relevant professional risk indemnity insurance.
(3) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.
(4) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
(1) A statement of the candidate’s average annual number of staff and managerial staff over the previous 3 years.
(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract;
(3) All candidates will be required to provide certification from an independent body attesting conformity to environmental management standards in accordance with the Community Eco-Management and Audit Scheme (EMAS); or the European standard BS EN ISO 14001.
(4) All candidates will be required to provide certification drawn up by an independent body attesting the compliance of the economic operator with quality assurance standards based on the relevant European standards.
(5) A check may be carried out by the contracting authority or by a competent official body of the State in which the candidate is established, to verify the technical capacity of the candidate; and if relevant, on the candidates study and research facilities and quality control measures.
(6) A statement of the candidate’s technical facilities; measures for ensuring quality; and their study and research facilities.
(7) A list of works carried out over the past 5 years, detailing the value of the consideration received; when and where the work or works were carried out; and whether they were carried out according to the rules of the trade or profession and properly completed.
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: Recognised Accounting Bodies (CCAB)
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: yes

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 number of operators: 6
Objective criteria for choosing the limited number of candidates: Most economic advantageous tender
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:
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: 28.6.2013
IV.3.4)Time limit for receipt of tenders or requests to participate

1.7.2013 – 16:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

5.7.2013
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
VI.2)Information about European Union funds
VI.3)Additional information

(MT Ref:105256)
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:24.5.2013