NWUPC Financial Services Framework

The NWUPC is seeking to establish a multi-provider Framework Agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. 5 Lots.

United Kingdom-Manchester: Accounting, auditing and fiscal services

2019/S 074-175568

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
United Kingdom
Contact person: Todd Jefferies
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.uk
NUTS code: UKInternet address(es):Main address: https://www.nwupc.ac.ukAddress of the buyer profile: https://in-tendhost.co.uk/nwupc/aspx/Home

I.1)Name and addresses

NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
United Kingdom
Contact person: Todd Jefferies
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.uk
NUTS code: UKInternet address(es):Main address: https://www.nwupc.ac.uk/Address of the buyer profile: https://in-tendhost.co.uk/nwupc/aspx/Home

I.2)Information about joint procurement

The contract involves joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/nwupc/aspx/Home

Additional information can be obtained from the abovementioned address

Tenders or requests to participate must be submitted electronically via: https://in-tendhost.co.uk/nwupc/aspx/Home

Tenders or requests to participate must be submitted to the abovementioned address

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: https://in-tendhost.co.uk/nwupc/aspx/Home

I.4)Type of the contracting authority

Other type: Sub-central Contracting Authority

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Financial Services

Reference number: PFB 3114 NW

II.1.2)Main CPV code

79200000

II.1.3)Type of contract

Services

II.1.4)Short description:

The NWUPC is seeking to establish a multi-provider Framework Agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. This Framework Agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the Agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. https://www.nwupc.ac.uk/our-members http://www.hepcw.ac.uk/files/2016/01/HEPCW-Members1.pdf https://www.lupc.ac.uk/member-list http://www.neupc.ac.uk/our-members https://www.supc.ac.uk/about-us/our-members/our-members

II.1.5)Estimated total value

Value excluding VAT: 150 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes

Tenders may be submitted for maximum number of lots: 5

Maximum number of lots that may be awarded to one tenderer: 5

II.2)Description

II.2.1)Title:

Lot 1: Internal Audit

Lot No: 1

II.2.2)Additional CPV code(s)

79212200

79212100

79200000

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

See tender documents.

II.2.4)Description of the procurement:

The NWUPC is seeking to establish a multi-provider Framework Agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a Framework Agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This Framework Agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the Agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. The Framework Agreement will be split into five (5) lots as follows:

Lot 1: Internal Audit;

Lot 2: External Audit;

Lot 3: Taxation Services;

Lot 4: Accountancy Services;

Lot 5: Treasury Services Lot 1 Internal Audit includes, but is not limited to, the following scope; internal audits, financial audits, audit strategy and methodology, risk, governance and internal control processes and wider audit services. This list is not exhaustive.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Customer requirements / Weighting: 65

Price – Weighting: 35

II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/08/2019

End: 31/07/2021

This contract is subject to renewal: yes

Description of renewals:

2 x 12 months extensions until 31.7.2023.

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 framework may be used for ERDF funding projects

II.2.14)Additional information

II.2)Description

II.2.1)Title:

Lot 2: External Audit

Lot No: 2

II.2.2)Additional CPV code(s)

79212100

79200000

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

See tender documents.

II.2.4)Description of the procurement:

The NWUPC is seeking to establish a multi-provider Framework Agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a Framework Agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This Framework Agreement will commence on 1.7.2019 for an initial period of 24 months until 30.6.2021 with the option to extend the Agreement for 12 months until 30.6.2022 and a further 12 months until 30.6.2023 subject to satisfactory economic operator performance. The Framework Agreement will be split into five (5) lots as follows:

Lot 1: Internal Audit;

Lot 2: External Audit;

Lot 3: Taxation Services;

Lot 4: Accountancy Services;

Lot 5: Treasury Services Lot 2 External Audit includes, but is not limited to, the following scope; external audit, statutory audits, grant certification. This list is not exhaustive.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Customer requirements / Weighting: 65

Price – Weighting: 35

II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/08/2019

End: 31/07/2021

This contract is subject to renewal: yes

Description of renewals:

2 x 12 months extensions until 31.7.2023.

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 framework may be used for ERDF funding projects

II.2.14)Additional information

II.2)Description

II.2.1)Title:

Lot 3: Taxation Services

Lot No: 3

II.2.2)Additional CPV code(s)

79221000

79200000

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

See tender documents.

II.2.4)Description of the procurement:

Lot 1: Internal Audit;

Lot 2: External Audit;

Lot 3: Taxation Services;

Lot 4: Accountancy Services;

Lot 5: Treasury Services Lot 3 Taxation Services includes, but is not limited to, the following scope; indirect tax, employment taxes including apprenticeship levy, corporate tax and stamp duty land tax and land transaction tax. This list is not exhaustive.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Customer requirements / Weighting: 65

Price – Weighting: 35

II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/08/2019

End: 31/07/2021

This contract is subject to renewal: yes

Description of renewals:

2 x 12 months extensions until 31.7.2023.

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 framework may be used for ERDF funding projects

II.2.14)Additional information

II.2)Description

II.2.1)Title:

Lot 4: Accountancy Services

Lot No: 4

II.2.2)Additional CPV code(s)

79211000

79200000

79210000

79212500

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

See tender documents.

II.2.4)Description of the procurement:

Lot 1: Internal Audit;

Lot 2: External Audit;

Lot 3: Taxation Services;

Lot 4: Accountancy Services;

Lot 5: Treasury Services Lot 4 Accountancy Services includes, but is not limited to, the following scope; financial accounting, financial strategies, green book advice, management accounting including risk advice, advisory and compliance, budgeting and private funding. This list is not exhaustive.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Customer requirements / Weighting: 65

Price – Weighting: 35

II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/08/2019

End: 31/07/2021

This contract is subject to renewal: yes

Description of renewals:

2 x 12 months extensions until 31.7.2023.

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 framework may be used for ERDF funding projects

II.2.14)Additional information

II.2)Description

II.2.1)Title:

Lot 5: Treasury Services

Lot No: 5

II.2.2)Additional CPV code(s)

66600000

II.2.3)Place of performance

NUTS code: UK

Main site or place of performance:

See tender documents.

II.2.4)Description of the procurement:

Lot 1: Internal Audit;

Lot 2: External Audit;

Lot 3: Taxation Services;

Lot 4: Accountancy Services;

Lot 5: Treasury Services Lot 5 Treasury Services includes, but is not limited to, the following scope; treasury advisory, treasury management and treasury management risks. This list is not exhaustive.

II.2.5)Award criteria

Criteria below

Quality criterion – Name: Customer requirements / Weighting: 65

Price – Weighting: 35

II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/08/2019

End: 31/07/2021

This contract is subject to renewal: yes

Description of renewals:

2 x 12 months extensions until 31.7.2023.

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 framework may be used for ERDF funding projects

II.2.14)Additional information

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

List and brief description of conditions:

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

The procurement involves the establishment of a framework agreement

Framework agreement with several operators

Envisaged maximum number of participants to the framework agreement: 42

In the case of framework agreements, provide justification for any duration exceeding 4 years:

4 years

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: 17/05/2019

Local time: 13:00

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

IV.2.7)Conditions for opening of tenders

Date: 17/05/2019

Local time: 13:30

Place:

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

VI.3)Additional information:

The following organisations intend to utilise the Framework Agreement as soon as possible after award: NWUPC https://www.nwupc.ac.uk/our-members APUC http://www.apuc-scot.ac.uk/#!/members HEPCW http://www.hepcw.ac.uk/about-us-2/LUPC https://www.lupc.ac.uk/member-list NEUPC http://www.neupc.ac.uk/our-members SUPC https://www.supc.ac.uk/about-us/our-members/our-members at some point during the life of the Framework Agreement the members of the following may wish to utilise the Agreement https://www.ons.gov.uk/economy/nationalaccounts/uksectoraccounts/datasets/publicsectorclassificationguide https://www.gov.uk/government/organisations https://www.gov.uk/find-local-council https://www.local.gov.uk https://www.gov.uk/government/organisations http://www.nationalparks.gov.uk http://www.police.uk/?view=force_sites https://www.police-information.co.uk/index.html http://www.fire.org.uk/fire-brigades.html https://www.nhs.uk/servicedirectories/pages/nhstrustlisting.aspx https://www.hospiceuk.org/about-hospice-care/find-a-hospice https://www.hqp.org.uk/ http://www.charity-commission.gov.uk http://www.oscr.org.uk http://www.citizensadvice.org.uk/index/getadvice.htm www.cas.org.uk https://www.gov.scot http://www.parliament.scot/about-the-parliament.aspx https://www.gov.scot/Topics/Government https://www.gov.scot/Topics/Government/public-bodies https://www.mygov.scot/organisations/https://www.gov.scot/Topics/Government/public-bodies/about/Bodies https://www.scot.nhs.uk/organisations https://www.gov.scot/Topics/Health/NHS-Workforce/NHS-Boards http://www.scotland.police.uk https://www.sfha.co.uk/our-members/directory https://www.gov.uk/government/organisations/office-of-the-secretary-of-state-for-scotland/about/our-governance https://www.scottishhousingregulator.gov.uk/find-and-compare-landlords https://beta.gov.scot/policies/schools/https://beta.gov.scot/policies/schools/ https://education.gov.scot/parentzone/additional-support http://www.wlga.gov.uk/home https://gov.wales/about/civilservice/?lang=en https://gov.wales/about/cabinet/cabinetstatements/2016-new/sponsoredbodies/?lang=en http://www.wales.nhs.uk/ourservices/directory https://gov.wales/topics/housing-and-regeneration/publications/registered-social-landlords-in-wales/?lang=en https://socialcare.wales/ https://www.northernireland.gov.uk/topics/your-executive/government-departments https://www.nidirect.gov.uk/contacts/government-departments-in-northern-ireland https://www.finance-ni.gov.uk/articles/list-public-bodies-which-ni-public-procurement-policy-applies https://www.education-ni.gov.uk/ http://online.hscni.net https://www.nidirect.gov.uk/contacts/housing-associations https://www.psni.police.uk

VI.4)Procedures for review

VI.4.1)Review body

NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
United Kingdom
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.ukInternet address: https://www.nwupc.ac.uk/

VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

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

VI.5)Date of dispatch of this notice:

10/04/2019