Internal and External Audit Contract

Internal and External Audit Contract

Contract for internal audit, external audit and tax advice.

United Kingdom-London: Auditing services

2014/S 202-357597

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Peabody
UK — England
45 Westminster Bridge Road
Contact point(s): Peabody
For the attention of: Jonathan Heyes
SE1 7JB London
UNITED KINGDOM
Telephone: +44 2070214000
E-mail: tender.contracts@peabody.org.uk
Fax: +44 2070214011

Internet address(es):

General address of the contracting authority: http://www.peabody.org.uk

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:

Contract for internal audit, external audit 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: London.
NUTS code UKI,UKI1,UKI2

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)

Contract for internal audit, external audit and tax advice.

II.1.6)Common procurement vocabulary (CPV)

79212000, 79222000, 79221000, 79212200, 79212300, 79212400, 90714000, 90714200

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no

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:

Estimated value excluding VAT:
Range: between 1 800 000 and 3 000 000 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: 60 (from the award of the contract)

Information about lots

Lot No: 1Lot title: Internal audit

1)Short description

Contract for the provision of Internal audit services.

2)Common procurement vocabulary (CPV)

79212200, 79212400, 90714000, 90714200

3)Quantity or scope

The provision of internal audit services for 3 years plus two possible12 month extensions subject to satisfactory performance.
Estimated value excluding VAT:
Range: between 500 000 and 900 000 GBP

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

Duration in months: 60 (from the award of the contract)

5)Additional information about lots

Whilst participants may apply for all lots, it is not envisaged that the same service provider will be appointed for lots 1 (Internal Audit) and 2 (External Audit) due to the obvious conflict of interests which would arise.

Lot No: 2Lot title: External Audit

1)Short description

Contract for the provision of external audit services.

2)Common procurement vocabulary (CPV)

79212300

3)Quantity or scope

The provision of external audit services for 3 years plus 2 possible 12 month extensions subject to satisfactory performance.
Estimated value excluding VAT:
Range: between 1 000 000 and 1 600 000 GBP

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

Duration in months: 60 (from the award of the contract)

5)Additional information about lots

Whilst participants may apply for all lots, it is not envisaged that the same service provider will be appointed for lots 1 (Internal Audit) and 2 (External Audit) due to the obvious conflict of interests which would arise.

Lot No: 3Lot title: Tax Advice

1)Short description

Contract for the provision of Tax Advisory Services.

2)Common procurement vocabulary (CPV)

79222000, 79221000

3)Quantity or scope

The provision of tax advisory services for 3 years plus 2 possible 12 month extensions subject to satisfactory performance.
Estimated value excluding VAT:
Range: between 300 000 and 500 000 GBP

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

in days: 60 (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:

Peabody may require the successful service provider to provide a performance bond or parent company guarantee.

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

Details of the main conditions of financing and payment will be set out within the Invitation to Tender and Contract Documents.

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

The procuring authority reserves the right to require groups of service providers to take a particular legal form, or to require a single service provider to primary liability, or to require that each party undertakes joint and several liability.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The selected service provider may be required to offer a TUPE transfer to any qualifying staff currently engaged within the delivery of the services. The selected service provider will be required to demonstrate that all relevant employees engaged in service delivery on the contract(s) are qualified to an appropriate level with relevant certification bodies.
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: All respondents will be asked to confirm in their pre-qualification questionnaire that none of the conditions set out at Article 45 of Directive 2004/18/EC apply to their organisation or expression of interest.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Respondents will be required to complete a pre-qualification questionnaire consistent with the provisions of Directive 2004/18/EC.
Minimum level(s) of standards possibly required: As set out in the pre-qualification questionnaire.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Respondents will be required to complete a pre-qualification questionnaire consistent with the provisions of Directive 2004/18/EC.
Minimum level(s) of standards possibly required:
As set out in the pre-qualification questionnaire.
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

Accelerated restricted
Justification for the choice of accelerated procedure: As a result of the recent acquisition of Gallions Housing Association and subsidiary companies, along with the recent change to accounting standards, Peabody Group has an urgent requirement to appoint service providers for Internal Audit, External Audit and Tax Advisory services. The situation outlined makes the usual Restricted Procedure time-scales impractical for reasons of urgency.

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 8
Objective criteria for choosing the limited number of candidates: This will be set out within the pre-qualification questionnaire.
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:

As per the contract title.

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

7.11.2014 – 13:00
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

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

The services contained within this notice are being procured for all current and future Peabody Group companies and subsidiaries.
VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

Royal Courts of Justice
The Strand
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 207947600

Body responsible for mediation procedures

Royal Courts of Justice
The Strand
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 207947600

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: In accordance with the requirements of Regulation 32, 32A and Part 9 of the Public Contract Regulations 2006.

VI.4.3)Service from which information about the lodging of appeals may be obtained

The Cabinet Office
70 Whitehall
SW1A 2AS London
UNITED KINGDOM

VI.5)Date of dispatch of this notice:

16.10.2014