Tax Advisory and Related Services Tender – Scottish Enterprise

Tax Advisory and Related Services Tender – Scottish Enterprise

Scottish Enterprise and South of Scotland Enterprise are looking to establish a Framework to deliver on tax advisory and related services.

United Kingdom-Glasgow: Tax consultancy services

2020/S 023-052425

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Scottish Enterprise
Postal address: Atrium Court, 50 Waterloo Street
Town: Glasgow
NUTS code: UKM82
Postal code: G2 6HQ
Country: United Kingdom
E-mail: natalie.dalgoutte@scotent.co.uk
Telephone: +44 1414686024

I.1)Name and addresses

Official name: South of Scotland Enterprise
Town: Melrose
NUTS code: UKM9
Country: United Kingdom
E-mail: sosep@scotborders.gov.ukInternet address(es):Main address: https://www.sosep.co.uk/

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: www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: www.publiccontractsscotland.gov.uk

I.4)Type of the contracting authority

Regional or local agency/office

I.5)Main activity

Economic and financial affairs

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Tax Advisory and Related Services Framework

Reference number: P20-0047

II.1.2)Main CPV code

79221000

II.1.3)Type of contract

Services

II.1.4)Short description:

Scottish Enterprise (SE) and South of Scotland Enterprise (SoSE) are looking to establish a framework to deliver on tax advisory and related services, and will operate as a single supplier framework. Procurement of the services will cover the provision of advice known and anticipated tax consequences which flow from SE and SoSE activities. It is anticipated that this framework will commence on the 1.4.2020 for a period of 3 years, with an option to extend for a further period of 12 months.

II.1.5)Estimated total value

Value excluding VAT: 2 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:

II.2.2)Additional CPV code(s)

79222000
79111000
79100000

II.2.3)Place of performance

NUTS code: UK

II.2.4)Description of the procurement:

Scottish Enterprise (SE) and South of Scotland Enterprise (SoSE) are looking to establish a framework to deliver on tax advisory and related services, and will operate as a single supplier framework. Procurement of the services will cover the provision of advice known and anticipated tax consequences which flow from SE and SoSE activities. It is anticipated that this framework will commence on the 1.4.2020 for a period of 3 years, with an option to extend for a further period of 12 months.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Appreciation of client requirements / Weighting: 25
Quality criterion – Name: Methodology and approach / Weighting: 40
Quality criterion – Name: Key team personnel / Weighting: 20
Quality criterion – Name: Innovation and business continuity / Weighting: 10
Quality criterion – Name: Fair work practices / Weighting: 5
Price – Weighting: 40

II.2.6)Estimated value

Value excluding VAT: 2 000 000.00 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:

An optional extension of 12 months.

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

III.1.2)Economic and financial standing

List and brief description of selection criteria:

Q4B.1.2 — bidders will be required to have an average yearly turnover of a minimum of 1 000 000 GBP for the last 2 years.

Q3B.3 — where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up or started trading.

Q4B.4 — bidders will be required to state the value(s) for the following financial ratio(s): liquidity ratio, greater than or equal to 0,80.

Q4B.5.1 — please confirm below whether you already have or can commit to obtain, prior to the commencement of the contract, the appropriate levels of insurance for this contract. Bidders that do not already have, or cannot commit to obtain insurances may be excluded from further participation in this procurement exercise.

Employer’s (compulsory) liability insurance : 5 000 000 GBP

Public liability insurance

Professional indemnity insurance.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

Q4C.1.2 — bidders will be required to provide 3 relevant examples of similar commissions in which they have been involved, one of which must demonstrate experience of working with the public sector to develop a pre-financing business case (including advising on deal structuring) to support an MEOP assessment for lending or investment. These will be evaluated on a pass/fail basis. Bidders can submit examples in a separate document to allow room to provide details of the service provided.

Q4C.10 — bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.

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:

Please see invitation to tender 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 a single operator
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

Notice number in the OJ S: 2015/S 194-352022

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

Date: 03/03/2020
Local time: 11:00
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: 03/03/2020
Local time: 11:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows

VI.3)Additional information:

Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=612446.

The buyer has indicated that it will accept electronic responses to this notice via the postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361

A summary of the expected community benefits has been provided as follows:

Scottish Enterprise is committed to contributing to the social, economic and environmental well-being of the people of Scotland, in order to create a more successful country, with opportunities for all of Scotland to flourish, through increasing sustainable economic growth. Accordingly, while the following community benefit objectives will not be evaluated as part of the tender process, the successful service provider will be expected to present a community benefit proposal with their tender detailing how, in the event that they should be successful in winning the contract, they will address community benefits. Further information is available in the invitation to tender document.

(SC Ref:612446).

VI.4)Procedures for review

VI.4.1)Review body

Official name: Glasgow Sheriff Court and Justice of the Peace Court
Postal address: Sheriff Clerk’s Office, PO Box 23, 1 Carlton Place
Town: Glasgow
Postal code: G5 9DA
Country: United Kingdom
Telephone: +44 1414298888Internet address: https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court

VI.4.2)Body responsible for mediation procedures

Official name: Scottish Procurement
Postal address: 5 Atlantic Quay
Town: Glasgow
Postal code: G2 8LU
Country: United Kingdom
E-mail: SPOEprocurement@scotland.gsi.gov.uk
Telephone: +44 1412425466Internet address: http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

In the first instance, contact the senior director of facilities management and procurement at Scottish Enterprise, with any concerns or enquiries. Email: https://www.scottish-enterprise.com/help/contact-us

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

Official name: Scottish Procurement
Postal address: 5 Atlantic Quay
Town: Glasgow
Postal code: G2 8LU
Country: United Kingdom
E-mail: SPOEprocurement@scotland.gsi.gov.uk
Telephone: +44 1412425466Internet address: http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries

VI.5)Date of dispatch of this notice:

30/01/2020