External Audit Tender Berkshire

External Audit Tender Berkshire

Undertaking of external statutory audits across Sovereign Housing Association.

United Kingdom-Newbury: Auditing services

2018/S 137-312981

Contract notice


Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Sovereign Housing Association
RG14 5EE
United Kingdom
Contact person: John Ralls
E-mail: john.ralls@sovereign.org.uk
NUTS code: UKK
Internet address(es):Main address: http://www.sovereign.org.uk

I.2)Information about joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at: http://www.delta-esourcing.com/tenders/UK-UK-Newbury:-Auditing-services./C7RX5882K4
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: www.delta-esourcing.com
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Housing and community amenities

Section II: Object

II.1)Scope of the procurement


External Audit Services

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

Sovereign Housing Association Ltd is seeking to appoint an external auditor for it’s annual external audit requirements for a 7 year term.

II.1.5)Estimated total value

Value excluding VAT: 1 260 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

United Kingdom

II.2.4)Description of the procurement:

Sovereign Housing Association Ltd is seeking to appoint an external auditor to perform it’s annual external audit. This should include:

— planning and delivery of the external audit programme including liaison with Sovereign staff as required,

— undertaking of external statutory audits across Sovereign Housing Association (and associated subsidiaries) in compliance with legal and accounting guidance,

— provision and presentation of external audit reports including scoping, planning and findings. Discussion and agreement of the reports with the relevant committees where required,

— ensuring senior and qualified staff are provided to lead and deliver the audit,

— attendance at all Sovereign sites where required as part of the audit process,

— providing proactive advice and guidance on external audit processes, risk management, and sector related matters,

— supporting the Group in adopting best practice approaches and maximising value for money,

— ensuring the group is kept abreast of changes to accounting standards, practices and interpretation and assisting the group to understand, evaluate and implement required changes.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Quality / Weighting: 45
Quality criterion – Name: Presentation / Weighting: 25
Cost criterion – Name: Price / Weighting: 30

II.2.6)Estimated value

Value excluding VAT: 1 260 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

4 x 12 months at SHA’s discretion. Note Indicative Contract Value relates to full 7 year term.

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

List and brief description of conditions:

Information is provided in the tender documentation.

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

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure


IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
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: no
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: 31/08/2018
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:


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: 31/08/2018
Local time: 18:00

Sovereign Housing Association.

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

The Contracting Authority considers that this contract may be suitable for economic operators that are Small or Medium Enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

For more information about this opportunity, please visit the Delta eSourcing portal at:


To respond to this opportunity, please click here:


GO Reference: GO-2018716-PRO-12814998

VI.4)Procedures for review

VI.4.1)Review body

Sovereign Housing Association
90 Bartholomew Street
RG14 5EE
United Kingdom
E-mail: procurement@sovereign.org.uk

VI.4.2)Body responsible for mediation procedures

Sovereign Housing Association
Woodlands, 90 Bartholomew Street
RG14 5EE
United Kingdom
E-mail: procurement@sovereign.org.uk
VI.4.3)Review procedure

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

Sovereign Housing Association
90 Bartholomew Street
RG14 5EE
United Kingdom
E-mail: procurement@sovereign.org.uk

VI.5)Date of dispatch of this notice: