Internal Audit Services Contract Liverpool

Internal Audit Services Contract Liverpool

 It is anticipated that the supplier will provide an independent and objective opinion to the organisation as to the degree to which the internal control environment supports and promotes the achievement of the group’s objectives.

United Kingdom-Liverpool: Internal audit services

2014/S 180-317771

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Liverpool Mutual Homes
Procurement, LMH @ The Observatory
For the attention of: Mr Chris Davies
L1 6RA Liverpool
UNITED KINGDOM
E-mail: christopher.davies@liverpoolmh.co.uk

Further information can be obtained from: Liverpool Mutual Homes (Via The Chest) — 9NZC-CN9GQY Liverpool Mutual Homes (Via The Chest) — Contract Ref: 9NZC-CN9GQY. Website: https://www.the-chest.org.uk/cms/CMS.nsf/vHomePage/fSection?OpenDocument

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Liverpool Mutual Homes (Via The Chest) — Contract Ref: 9NZC-CN9GQY. Website: https://www.the-chest.org.uk/cms/CMS.nsf/vHomePage/fSection?OpenDocument

Tenders or requests to participate must be sent to: Liverpool Mutual Homes (Via The Chest) — Contract Ref: 9NZC-CN9GQY. Website:https://www.the-chest.org.uk/cms/CMS.nsf/vHomePage/fSection?OpenDocument

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:

Provision for Internal Audit Services.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 11: Management consulting services [6] and related services
Main site or location of works, place of delivery or of performance: Merseyside and North West of England.

NUTS code UKD

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)

Liverpool Mutual Homes (LMH) (including it’s wholly owned subsidiary Housing Maintenance Solutions) wishes to appoint a supplier to provide Internal Audit duties for the group. It is anticipated that the supplier will provide an independent and objective opinion to the organisation as to the degree to which the internal control environment supports and promotes the achievement of the group’s objectives.

II.1.6)Common procurement vocabulary (CPV)

7921220090714300

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: no

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:

Internal audit is an assurance function that primarily provides an independent and objective opinion to the organisation on the degree to which the internal control environment supports and promotes the achievement of the organisation’s objectives. It objectively examines, evaluates and reports on the adequacy of internal control as a contribution to the proper, economic, efficient and effective use of resources. 1.2 The role of Internal Audit Service is to assist management throughout the Group (Liverpool Mutual Homes and Housing Maintenance Solutions) in the effective discharge of its responsibilities for: i) ensuring the proper administration of the financial affairs of LMH; ii) providing independent and objective opinion to the group and Audit and Governance Committee on; — governance — risk management — internal controls and issues iii) providing independent and objective advice to managers on; governance, risk management and internal control issues. 1.3 The Supplier’s work will be used to support the Director of Corporate Services or his/her representative in delivering the assurance function and providing an independent and objective opinion to the group an annual basis on the effectiveness of its control environment. The Supplier shall use an established methodology in conducting audit assignments and shall operate in compliance with the Chartered Institute Public Finance and Accountancy Code of Practice (CIPFA) and Housing and Communities Agency (HCA) Internal Audit Charter.
Estimated value excluding VAT: 350 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: Initial 3 year contract, with 2 x possible annual extensions. If term, this will be a 5 year contract.
Provisional timetable for recourse to these options:
in months: 36 (from the award of the contract)

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: 2
In the case of renewable supplies or service contracts, estimated timeframe for subsequent contracts:
in months: 12 (from the award of the contract)

II.3)Duration of the contract or time limit for completion

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

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

N/A.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

N/A.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

N/A.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: As per ITT, if successful.
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: As per PQQ and instruction documentation.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As per PQQ and instruction documentation.
Minimum level(s) of standards possibly required: As per PQQ and instruction documentation.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As per PQQ and instruction documentation.
Minimum level(s) of standards possibly required:
As per PQQ and instruction documentation.
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: no

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: no

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 15
Objective criteria for choosing the limited number of candidates: The PQQ is split into several sections as per below, if all tenderers Pass the — Pass / Fail and Mandatory — For Information Section. The Technical Questions must be answered, if tenderers comply with the Critical Questions, they are then marked. Organisational Information Mandatory — For Information. Consortiums Organisation Information Mandatory — For Information. Professional Standing Pass / Fail (In / Out). Financial and Insurance Information Pass / Fail (In / Out). Equality and Diversity Mandatory — For Information. Technical Information Pass / Fail (In / Out) and Scored and Weighted (100 %). Health and Safety Pass / Fail (In / Out) and Mandatory — For Information. Environmental Pass / Fail (In / Out) and Mandatory — For Information. Quality and Data Protection Pass / Fail (In / Out) and Mandatory — For Information. Declaration Pass / Fail (In / Out). All information is outlined within the PQQ and PQQ Instruction Documentation.
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:

9NZC-CN9GQY

IV.3.2)Previous publication(s) concerning the same contract

no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

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

17.10.2014 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

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

Persons authorised to be present at the opening of tenders: no

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

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

As per PQQ instruction documentation.
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:

17.9.2014