Higher Education VAT Consultancy Services

Swansea University requires a consultant to provide both specialist Higher Education VAT advice and general VAT advice to the University.

United Kingdom-Swansea: Financial consultancy services

2016/S 167-300383

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Swansea University
Procurement — Finance, Singleton Park
Swansea
SA2 8PP
United Kingdom
Telephone: +44 1792295890
E-mail: purchasing@swansea.ac.uk
NUTS code: UKL18

Internet address(es):Main address: www.swansea.ac.uk

Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0345

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://etenderwales.bravosolution.co.uk

Additional information can be obtained from another address:

https://etenderwales.bravosolution.co.uk
https://etenderwales.bravosolution.co.uk
United Kingdom
E-mail: o.n.cullen@swansea.ac.uk
NUTS code: UKLInternet address(es):Main address: https://etenderwales.bravosolution.co.uk

Tenders or requests to participate must be submitted electronically via: https://etenderwales.bravosolution.co.uk

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Higher Education VAT Consultancy Services.

Reference number: T08(17)

II.1.2)Main CPV code

66171000

II.1.3)Type of contract

Services

II.1.4)Short description:

Swansea University requires a consultant to provide both specialist Higher Education VAT advice and general VAT advice to the University and its wholly owned subsidiaries, including but not limited to Swansea Materials Research and Testing Limited, Swansea Innovations Limited, Specific Innovations Limited and The Dylan Thomas Prize Limited.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no

II.2)Description

II.2.1)Title:

II.2.2)Additional CPV code(s)

66171000

II.2.3)Place of performance

NUTS code: UKL

Main site or place of performance:

Swansea University.

II.2.4)Description of the procurement:

Swansea University seeks to appoint a Consultant in order to deliver Higher Education VAT Consultancy Services for a period of 3 years with the option to extend the contract for a further 1-year period.

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

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: yes

Identification of the project: This contract may be used for existing or future EU funded projects.

II.2.14)Additional information

Suppliers bidding for this requirement should note that due to the subject matter of this contract, no work can be promised.

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

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: 30/09/2016

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: 30/09/2016

Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

VI.3)Additional information:

The consultant shall provide both specialist Higher Education VAT advice and general VAT advice to the University and its wholly owned subsidiaries, including but not limited to Swansea Materials Research and Testing Limited, Swansea Innovations Limited, Specific Innovations Limited and The Dylan Thomas Prize Limited.

1. The VAT Consultant will provide a VAT ‘help desk’ facility.

The help desk will be used by University staff who manage the VAT for the University. The help desk would be expected to provide advice on adhoc queries within a reasonable timeframe (one working day unless exceptional circumstances). These queries would not attract an additional charge and would be covered by the help desk agreement. More complex queries would not go to the help desk and would be chargeable separately. There should be an annual charge for the help desk facility based on reasonable use.

2. Attendance at Quarterly Meetings.

The VAT Consultant will provide quarterly meetings held at the University’s premises with staff from Finance and Estates.

There should be an annual charge to cover all quarterly meetings.

3. Capital Works.

The VAT consultant would be expected to work with Estates, Finance and other relevant members of staff for capital projects, leading on the VAT planning for the buildings, zero rating calculations and other associated VAT issues on capital builds.

4. Revenue Transactions.

The VAT consultant would be expected to assist where required on all aspects of VAT on revenue transactions for more complex issues.

5. HMRC.

The VAT consultant would be expected to liaise with HMRC on behalf of the University for VAT issues as deemed necessary by the University.

6. Legislation Updates, Court Cases and Tribunal Cases.

As part of the annual service, the VAT consultant would be expected to notify the University of legislation updates, Court Cases or Tribunal Cases which may impact the University, positively or negatively, on a timely basis. Where additional work is requested as a result of legislation changes this would become chargeable work.

7. Review Work.

Review of the nominal ledger, VAT returns, partial exemption calculations and Capital Goods Scheme calculations as requested

8. Research Grants.

The provision of VAT advice and assistance on research grants as requested by either the Research team or the Finance Department.

9. VAT Training Course.

The provision of a VAT Training Course specific to the Higher Education sector.

Note: the authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales athttp://www.sell2wales.gov.wales/search/search_switch.aspx?ID=52329

(WA Ref:52329).

VI.4)Procedures for review

VI.4.1)Review body

Swansea University
Procurement — Finance, Singleton Park
Swansea
SA2 8PP
United Kingdom
Telephone: +44 1792295890Internet address:www.swansea.ac.uk

VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

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

VI.5)Date of dispatch of this notice:

26/08/2016

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