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
Directive 2014/24/EU
Section I: Contracting authority
I.1)Name and addresses
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
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
I.3)Communication
I.4)Type of the contracting authority
I.5)Main activity
Section II: Object
II.1.1)Title:
Financial Services
II.1.2)Main CPV code
II.1.3)Type of contract
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
II.1.6)Information about lots
II.2.1)Title:
Lot 1: Internal Audit
II.2.2)Additional CPV code(s)
II.2.3)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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
2 x 12 months extensions until 31.7.2023.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
This framework may be used for ERDF funding projects
II.2.14)Additional information
II.2.1)Title:
Lot 2: External Audit
II.2.2)Additional CPV code(s)
II.2.3)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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
2 x 12 months extensions until 31.7.2023.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
This framework may be used for ERDF funding projects
II.2.14)Additional information
II.2.1)Title:
Lot 3: Taxation Services
II.2.2)Additional CPV code(s)
II.2.3)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 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
2 x 12 months extensions until 31.7.2023.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
This framework may be used for ERDF funding projects
II.2.14)Additional information
II.2.1)Title:
Lot 4: Accountancy Services
II.2.2)Additional CPV code(s)
II.2.3)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 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
2 x 12 months extensions until 31.7.2023.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
This framework may be used for ERDF funding projects
II.2.14)Additional information
II.2.1)Title:
Lot 5: Treasury Services
II.2.2)Additional CPV code(s)
II.2.3)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 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
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
2 x 12 months extensions until 31.7.2023.
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
This framework may be used for ERDF funding projects
II.2.14)Additional information
Section III: Legal, economic, financial and technical information
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
III.1.3)Technical and professional ability
Section IV: Procedure
IV.1.1)Type of procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
4 years
IV.1.8)Information about the Government Procurement Agreement (GPA)
IV.2.2)Time limit for receipt of tenders or requests to participate
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.7)Conditions for opening of tenders
Section VI: Complementary information
VI.1)Information about recurrence
VI.2)Information about electronic workflows
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/publicsectorclassificationguidehttps://www.gov.uk/government/organisations https://www.gov.uk/find-local-council https://www.local.gov.ukhttps://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.aspxhttps://www.hospiceuk.org/about-hospice-care/find-a-hospice https://www.hqp.org.uk/ http://www.charity-commission.gov.ukhttp://www.oscr.org.uk http://www.citizensadvice.org.uk/index/getadvice.htm www.cas.org.uk https://www.gov.scothttp://www.parliament.scot/about-the-parliament.aspx https://www.gov.scot/Topics/Governmenthttps://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/organisationshttps://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-governancehttps://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/homehttps://gov.wales/about/civilservice/?lang=en https://gov.wales/about/cabinet/cabinetstatements/2016-new/sponsoredbodies/?lang=enhttp://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-departmentshttps://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.nethttps://www.nidirect.gov.uk/contacts/housing-associations https://www.psni.police.uk
VI.4.1)Review body
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.4.3)Review procedure
VI.5)Date of dispatch of this notice: