Procurement of Internal and External Audit and Technical Audit Providers

Procurement of Internal and External Audit and Technical Audit Providers

This is a multi-lot Framework and if appointed to external audit (Lot 1), you will not be considered for any aspect of internal audit works.

United Kingdom-Maidstone: Accounting, auditing and fiscal services

2020/S 190-460123

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Golding Homes
Postal address: County Gate One, Staceys Street
Town: Maidstone
NUTS code: UKJ SOUTH EAST (ENGLAND)
Postal code: ME14 1ST
Country: United Kingdom
E-mail: procurement@goldinghomes.org.uk
Telephone: +44 3007772600
Internet address(es):Main address: www.goldinghomes.org.uk

I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Maidstone:-Accounting%2C-auditing-and-fiscal-services./74KMW39FG9
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Housing and community amenities

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Golding Homes – Procurement of Internal and External Audit and Technical Audit Providers

 

II.1.2)Main CPV code

79200000 Accounting, auditing and fiscal services

II.1.3)Type of contract

Services

II.1.4)Short description:

Golding Homes need to appoint new internal and external auditors (and reserve the right to appoint additional technical support in relation to internal audit). This is a multi-lot framework and if appointed to external audit (Lot 1), you will not be considered for any aspect of internal audit works.

 

II.1.5)Estimated total value

Value excluding VAT: 1 175 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Tenderers may apply for any number of lots, however, the Authority will only award external audit to a provider independent of any internal audit appointment. Further detail is set out in the procurement documentation.

 

II.2)Description

II.2.1)Title:

External Audit Services

 

Lot No: 1

II.2.2)Additional CPV code(s)

79210000 Accounting and auditing services
79212000 Auditing services
79212300 Statutory audit services

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England)

 

II.2.4)Description of the procurement:

Golding Homes require to appoint an external audit partner to support the business for at least the next 3 years.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 225 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no

II.2.14)Additional information

To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/74KMW39FG9

 

II.2)Description

II.2.1)Title:

Internal Audit – Generalist

 

Lot No: 2a

II.2.2)Additional CPV code(s)

79212200 Internal audit services

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England).

 

II.2.4)Description of the procurement:

Golding Homes require an internal audit provider to support the business in providing assessment, opinion and risk management on internal controls.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 275 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Internal Audit and Technical Support – Health and Safety

 

Lot No: 2b

II.2.2)Additional CPV code(s)

79212200 Internal audit services
71317210 Health and safety consultancy services

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England)

 

II.2.4)Description of the procurement:

 

In addition to our generalist internal auditing services, we may also require the following ad-hoc provision:

Consulting Services – Advisory and related client service activities, the nature and scope of which are subject to agreement with the client, are intended to add value and improve an organisation’s governance, risk management and control processes without the internal auditor assuming management responsibility. Examples include counsel, advice, facilitation and training and deep dive audit services.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 150 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Internal Audit and Technical Support – Technical Assurance/Compliance

 

Lot No: Lot 2c

II.2.2)Additional CPV code(s)

79212200 Internal audit services
72225000 System quality assurance assessment and review services
72221000 Business analysis consultancy services
79400000 Business and management consultancy and related services

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England)

 

II.2.4)Description of the procurement:

 

In addition to our generalist internal auditing services, we may also require the following ad-hoc provision:

Consulting Services – Advisory and related client service activities, the nature and scope of which are subject to agreement with the client, are intended to add value and improve an organisation’s governance, risk management and control processes without the internal auditor assuming management responsibility. Examples include counsel, advice, facilitation and training and deep dive audit services.

Specialist assurance across activities in all operating areas from Operations, Development, and Corporate Services e.g. Rents.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 150 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Internal Audit and Technical Support – Technology and Data

 

Lot No: Lot 2d

II.2.2)Additional CPV code(s)

79212200 Internal audit services
72000000 IT services: consulting, software development, Internet and support

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England)

 

II.2.4)Description of the procurement:

 

In addition to our generalist internal auditing services, we may also require the following ad-hoc provision:

Consulting Services – Advisory and related client service activities, the nature and scope of which are subject to agreement with the client, are intended to add value and improve an organisation’s governance, risk management and control processes without the internal auditor assuming management responsibility. Examples include counsel, advice, facilitation and training and deep dive audit services.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 150 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no
II.2.14)Additional information
II.2)Description

II.2.1)Title:

Internal Audit and Technical Support – Regulation Including Bribery, GDPR, Insurance and Procurement

 

Lot No: Lot 2e

II.2.2)Additional CPV code(s)

79212200 Internal audit services

II.2.3)Place of performance

NUTS code: UKJ SOUTH EAST (ENGLAND)
Main site or place of performance:

South East (England)

 

II.2.4)Description of the procurement:

 

In addition to our generalist internal auditing services, we may also require the following ad-hoc provision:

Consulting Services – Advisory and related client service activities, the nature and scope of which are subject to agreement with the client, are intended to add value and improve an organisation’s governance, risk management and control processes without the internal auditor assuming management responsibility. Examples include counsel, advice, facilitation and training and deep dive audit services including, but not withstanding; Procurement fraud; Procurement compliance reviews for different contract values; Contract management reviews and recommendations; insurance and GDPR.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6)Estimated value

Value excluding VAT: 150 000.00 GBP

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

Duration in months: 36
This contract is subject to renewal: yes
Description of renewals:

It is intended that this contract will be awarded for a minimum of 3 years based on performance and may be renewed in one year increments to a maximum of 6 years.

 

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: no
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:

As per procurement documents.

 

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

Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:

As per procurement documentation.

 

III.2.2)Contract performance conditions:

As per procurement documentation.

 

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing 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
In the case of framework agreements, provide justification for any duration exceeding 4 years:

To align with strategic and corporate plans. Please note, Lot 1 and Lot 2a are single provider appointments while Lots 2b – 2e are multi provider frameworks.

 

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: no
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2020/S 131-322258

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 16/10/2020
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

Duration in months: 6 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 16/10/2020
Local time: 13:00
Place:

Electronically.

 

Information about authorised persons and opening procedure:

Conducted by Procurement Manager of Golding Homes electronically under witness and compliant with standing orders audit requirement.

 

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 contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-Maidstone:-Accounting%2C-auditing-and-fiscal-services./74KMW39FG9

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/74KMW39FG9

GO Reference: GO-2020925-PRO-17133869

 

VI.4)Procedures for review

VI.4.1)Review body

Official name: Golding Homes
Postal address: County Gate One, Staceys Street
Town: Maidstone
Postal code: ME14 1ST
Country: United Kingdom
E-mail: procurement@goldinghomes.org.uk
Telephone: +44 3007772600Internet address: www.goldinghomes.org.uk

VI.4.2)Body responsible for mediation procedures

Official name: Centre for effective dispute resolution (CEDR)
Postal address: 70 Fleet Street
Town: London
Postal code: EC4Y 1EU
Country: United Kingdom
E-mail: info@cedr.com
Telephone: +44 2075366000

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

Golding Homes will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers. Applicants who are unsuccessful shall be informed by Golding Homes as soon as possible after the decision has been made as to the reasons why the applicant was unsuccessful. If an appeal regarding the award of the contract has not been successfully resolved, The Public Contracts Regulations 2015, Regulations 85 and 86 provide for aggrieved parties who have been harmed or are at risk of harm by breach of the rules to take legal action. Any such action must be brought within the applicable limitation period. Where a contract has not been entered into, the Court may order the setting aside of the award decision or order for any document to be amended and may award damages, make a declaration of ineffectiveness, order for a fine to be paid, and/or order the duration of the contract be shortened. The purpose of the standstill period referred to above is to allow the parties to apply to the Courts to set aside the award decision before the contract is entered into.

 

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

Official name: Cabinet Office
Postal address: 70 Whitehall
Town: London
Postal code: SW1A 2AS
Country: United Kingdom
Telephone: +44 2072761234Internet address: www.cabinetoffice.gov.uk

VI.5)Date of dispatch of this notice:

25/09/2020