Manchester City Council Framework for Financial Services

Manchester City Council wishes to procure a full range of financial services and the Council’s requirements will be divided into 6 Lots.

United Kingdom-Manchester: Financial and insurance services

2016/S 022-035135

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Manchester City Council
Room 407, Town Hall
For the attention of: Miss Danielle Messina
M60 2JR Manchester
UNITED KINGDOM
Telephone: +44 1612344018
E-mail: d.messina@manchester.gov.uk
Fax: +44 1612740013

Internet address(es):

General address of the contracting authority: http://www.manchester.gov.uk

Further information can be obtained from: Manchester City Council
Room 407, Town Hall
For the attention of: Danielle Messina
M60 2JR Manchester
UNITED KINGDOM
E-mail: procurement@manchester.gov.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Manchester City Council
Room 407, Town Hall
For the attention of: Danielle Messina
M60 2JR Manchester
UNITED KINGDOM
E-mail: procurement@manchester.gov.uk

Tenders or requests to participate must be sent to: Manchester City Council
Room 407, Town Hall
For the attention of: Danielle Messina
M60 2JR Manchester
UNITED KINGDOM
E-mail: procurement@manchester.gov.uk

I.2)Type of the contracting authority

Regional or local authority

I.3)Main activity

General public services

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Bolton, Stockport, Tameside, Oldham, Trafford, Rochdale, Bury, Salford, Wigan, Blackburn, Darwen
UNITED KINGDOM

BC, Blackpool, Cheshire East, Warrington, together with Manchester Central Convention Complex
UNITED KINGDOM

Commission for New Economy, Transport for Greater Manchester (TfGM)
UNITED KINGDOM

Greater Manchester Combined Authority,
UNITED KINGDOM

Greater Manchester Police, Greater Manchester Fire Authority
UNITED KINGDOM

Manchester International Airport/Manchester Airports Group,
UNITED KINGDOM

and any other public or contracting authority,
UNITED KINGDOM

National Health Service (NHS) organisation or companies / partners owned by or
UNITED KINGDOM

partners of any contracting body within the Greater Manchester Region
UNITED KINGDOM

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

TC145 — Framework Agreement for Financial Services (Lots 1-6).

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

Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services

NUTS code UKD3

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves the establishment of a framework agreement

II.1.4)Information on framework agreement

Framework agreement with several operators
maximum number of participants to the framework agreement envisaged: 40

Duration of the framework agreement

Duration in years: 2

II.1.5)Short description of the contract or purchase(s)

Manchester City Council wishes to procure a full range of financial services and the Council’s requirements will be divided into 6 Lots; Financial Advice Services, Corporate Finance and Venture Capital Services, Tax Advisory Services, Accounting Services, Audit Services and Pension Services.

II.1.6)Common procurement vocabulary (CPV)

66000000, 66110000, 66120000, 79000000, 66500000

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:

Estimated 1 000 000 GBP overall for all Lots ,please refer to ‘Information About Lots’.

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: 24 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Financial Advice Services

1)Short description

The financial advice that may be required, will be in connection with Strategic Financial Planning, Financial modelling, PFI initiatives, Best Value, External Funding, and Specialist Financial advice.

2)Common procurement vocabulary (CPV)

66000000

3)Quantity or scope

The scope of the work may include but not limited to specialist financial advice on areas such as the Devolution Agenda including Health and Social Care, Public Sector Reform, joint working with the NHS, CIC’s and integrated care organisations.

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year £350k.

Lot No: 2 Lot title: Corporate Finance and Venture Capital Services

1)Short description

The Corporate Financial Services relate to Business valuation & evaluation, Company formations and dissolutions, acquisitions and disposals, advice on Capital structures of Companies and advice in relation to Trusts, Limited Companies and Charities, Due Diligence and Financial and Funding Services.

2)Common procurement vocabulary (CPV)

66122000

3)Quantity or scope

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year 350 000 GBP.

Lot No: 3 Lot title: Tax Advisory Services

1)Short description

The advice required be in relation to taxation and would include advice in connection with VAT, Corporation and other taxation issues including Tax Planning.

2)Common procurement vocabulary (CPV)

66000000

3)Quantity or scope

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year 75 000 GBP.

Lot No: 4 Lot title: Accounting Services

1)Short description

The advice and support required for Accountancy Services includes Financial Accounts Preparation, Budget Planning, Preparation and Monitoring, Year-end and period end closedown, Treasury Management services, Financial Management and accounts maintenance, accounts processing plus other specialist accountancy advice.

2)Common procurement vocabulary (CPV)

79200000

3)Quantity or scope

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year £75k.

Lot No: 5 Lot title: Audit Services

1)Short description

Audit and assurance services in connection with External organisations associated with the council and partner organisations such as trusts, Charities.

2)Common procurement vocabulary (CPV)

79210000

3)Quantity or scope

The scope will also include internal advice relating to procurement, contracting and commissioning, financial systems, programme and project management, Counter Fraud and investigation, Service delivery & performance management, governance & services relating to Education & schools plus other specialist audit services.

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year 75 000 GBP.

Lot No: 6 Lot title: Pension Services

1)Short description

Pensions advice particularly covering Public Sector Pension schemes being administered by the relevant pension fund, actuarial advice in relation to being an employer within a scheme, including 3 yearly actuarial assessments.

2)Common procurement vocabulary (CPV)

66500000

3)Quantity or scope

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

Duration in months: 24 (from the award of the contract)

5)Additional information about lots

Estimated value of contract per year 75 000 GBP.

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Performance bond and/or parent company guarantee may be required.

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

The contract will be governed by English law. Payments of the contract price will be made in GBP sterling.

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: yes
Description of particular conditions: As specified in the tender documents.

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 specified in the tender documents, please refer to VI.3.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As specified in the tender documents, please refer to VI.3.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As specified in the tender documents, please refer to VI.3.

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

Open

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

IV.1.3)Reduction of the number of operators during the negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no

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:

TC145

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: 2.3.2016 – 14:00
Payable documents: no

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

2.3.2016 – 14:00

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

This is an open tender process and any interested party may tender. Manchester City Council wishes to procure a full range of financial services and the Council’s requirements will be divided into 6 Lots; Financial Advice Services, Corporate Finance and Venture Capital Services, Tax Advisory Services, Accounting Services, Audit Services and Pension Services. The Framework Agreement will be awarded for an initial term of a 2 year period with an estimated contract value to be in total 2 000 000 GBP with an option to extend on for up to a further 2 years with an estimated contract value of 2 000 000 GBP. The anticipated commencement date of the Framework Agreement will be 1.4.2016. Participants should note that there will be no guaranteed volumes under any framework agreement awarded. The Council reserves the right not to award any Framework Agreement as a result of the procurement process initiated by publication of this notice and in no circumstance will the contracting authority be liable for any costs incurred by candidates. The Council is using the e-business portal known as THE CHEST (www.the-chest.org.uk) to conduct the procurement exercise. To gain access to the invitation to tender documents, tenderers will need to register their company details at the above website. Once registered, tenderers will be emailed a log-in and password which will allow tenderers to gain access to the qualification questionnaire and invitation to tender documents. Tenderers will need to electronically submit their completed tender documents and accompanying documentation via the on-line portal by 2 pm on 2.3.2016, as referred to in IV.3.4. Any supplier clarification queries must also be submitted via THE CHEST website. Under the Framework Agreement the supplier will be required to actively participate in the economic and social regeneration of the locality of, and surroundings of, the place of delivery of the service. Therefore selection and award criteria, specification requirements and performance conditions may relate in particular to social and environmental considerations.

VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: Precise information on deadline(s) for lodging appeals: The Council will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers prior to entering into the contract. If an appeal regarding the award of a contract is communicated to tenderers prior to entering into the contract. If an appeal regarding the award of a contract has not been successfully resolved the Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly (generally within 3 months).Where a contract has not been entered into, the Court may order the setting aside of the award decision or order the authority to amend any document and may award damages. If the contract has been entered into the Court may, depending on the circumstances, award damages and/or shorten or order the contract ineffective.

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

VI.5)Date of dispatch of this notice:

29.1.2016