Financial Consultancy Services Liverpool

Internal, Statutory Audit, VAT and Tax Advice.

United Kingdom-Liverpool: Financial consultancy services

2014/S 199-351787

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Sovini Limited
Atlantic House, Atlantic Park, Dunnings Bridge Road
Contact point(s): Procurement
For the attention of: Helen Marsh
L30 4TH Liverpool
UNITED KINGDOM
Telephone: +44 8450340898

Internet address(es):

General address of the contracting authority: http://www.sovini.co.uk

Address of the buyer profile: http://www.mytenders.org/search/Search_AuthProfile.aspx?ID=AA28928

Electronic access to information: www.mytenders.org

Electronic submission of tenders and requests to participate: www.mytenders.org

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

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:

Internal, Statutory Audit, VAT and Tax Advice.

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.

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)

This contract will be to work with The Sovini Group and all it’s subsidiaries on the following
LOT 1: Internal Audit
LOT 2: Statutory (External) Audit
LOT 3: VAT and Tax Advice
It is anticipated that if new organisations join the Group then these organisations will also be able to utilise this contract
The contract is for an initial 3 year period with the option to extend for a further 2 years

Note: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site athttp://www.myTenders.org/Search/Search_Switch.aspx?ID=141990

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available athttp://www.myTenders.org/sitehelp/help_guides.aspx

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

II.1.6)Common procurement vocabulary (CPV)

66171000, 79200000, 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:

SOvini Group is made up of One Vision Housing, Pine Court Housing, Sovini Corporate, Sovini Property Services, Sovini Trade Supplies, Sovini Developments and other potential commercial and non commercial organisations.
Sovini are looking for expertise in the following services to advice the Group as necessary.
LOT 1: Internal Audit, LOT 2: External Audit, LOT 3: VAT and Tax Advice for a minimum of 3 years with the possible extension of a further 2 years dependent on performance.
Estimated value excluding VAT:
Range: between 390 000 and 650 000 GBP

II.2.2)Information about options

Options: no

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: 36 (from the award of the contract)

Information about lots

Lot No: 1Lot title: Internal Audit

1)Short description

Internal Audit services will comprise of a whole range of internal audit functions including but not limited to, the review and testing of financial and operational systems and controls, transaction testing, probity and establishment audits.

2)Common procurement vocabulary (CPV)

79200000, 79212100

3)Quantity or scope

3 year contract.
Estimated value excluding VAT:
Range: between 150 000 and 275 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 36 (from the award of the contract)

5)Additional information about lots

Lot No: 2Lot title: Statutory (External) Audit

1)Short description

The audit must be carried out in accordance with the appropriate auditing standards and legislation. As such it should comprise of an examination of the financial statements, underlying records and control systems as is necessary to reach an opinion on the financial statements.

2)Common procurement vocabulary (CPV)

79200000, 79212100

3)Quantity or scope

The contract will be for an initial period of 3 years.
Estimated value excluding VAT:
Range: between 165 000 and 300 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 36 (from the award of the contract)

5)Additional information about lots

Lot No: 3Lot title: VAT and Tax Advice

1)Short description

VAT and Tax advisory services will comprise advice and guidance on all VAT and tax issues relevant to Sovini.

2)Common procurement vocabulary (CPV)

79200000, 66171000

3)Quantity or scope

Contract will be for an initial period of 3 years.
Estimated value excluding VAT:
Range: between 30 000 and 75 000 GBP

4)Indication about different date for duration of contract or starting/completion

Duration in months: 36 (from the award of the contract)

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: no

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) All candidates must comply with the requirements of the State in which they are established, regarding registration on the professional or trade register.
(6) 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.
(7) 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.

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 evidence of relevant professional risk indemnity insurance.
(2) 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.
(3) 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) 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.
(3) 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.
(4) 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

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 7
Objective criteria for choosing the limited number of candidates: Per lot.

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: 11.11.2014

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

18.11.2014 – 12:00

IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

3.12.2014

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:141990)

VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

Helen Marsh
Atlantic House, Dunningsbridge Road
L30 4TH Bootle
UNITED KINGDOM
E-mail: helen.marsh@sovini.co.uk
Telephone: +44 3003651111
Internet address: www.sovini.co.uk

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:

13.10.2014