Tender for Internal Audit and Risk Advice
The Authority is procuring for the provision of an annual risk based internal audit programme for a total period of 3 years, with the option to extend for a further 2 years, based on acceptable performance
UK-Birmingham: accounting, auditing and fiscal services
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
WMCOE – Midland Heart
20 Bath Row
For the attention of: Ann Brook
B15 1LZ Birmingham
Telephone: +44 1216665407
Fax: +44 08706070317
Further information can be obtained from: The above mentioned contact point(s)
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)
Tenders or requests to participate must be sent to: The above mentioned contact point(s)
I.2)Type of the contracting authority
Body governed by public law
Housing and community amenities
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no
Section II: Object of the contract
II.1.1)Title attributed to the contract by the contracting authority:
Internal Audit and Risk Advice.
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 9: Accounting, auditing and bookkeeping services
Main site or location of works, place of delivery or of performance: The Midlands.
NUTS code UKG
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
The Authority is procuring for the provision of an annual risk based internal audit programme for a total period of 3 years, with the option to extend for a further 2 years, based on acceptable performance. The provision will include but is not limited to, the successful supplier developing and delivering an annual internal audit risk based programme. This will include attendance at Executive Board and Audit & Risk Committee meetings. In addition the provider will be asked to attend regular meetings of the corporate risk management group and provide advice and support on the identification, assessment and management of risks.
II.1.6)Common procurement vocabulary (CPV)
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
This contract is divided into lots: no
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:
Suppliers must meet the minimum requirement criteria of Financial Standing (as set in the Suppliers Questionnaire), Insurance Levels of 5 000 000 GBP for public and employee liability and 1 000 000 GBP for professional indemnity.
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Duration in months: 36 (from the award of the contract)
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Payment terms are standard 30 days.
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: Contract Management Protocol & Internal Audit Assignment Protocol.
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: Suppliers Instructions How to Express Interest in this Tender: 1. Register your company on the eSourcing portal (this is only required once) – Browse to the eSourcing Portal: https://wmcoe.bravosolution.co.uk and click the link to register – Accept the terms and conditions and click ‘continue’ – Enter your correct business and user details – Note the username you chose and click ‘Save’ when complete – You will shortly receive an email with your unique password (please keep this secure) 2. Express an Interest in the tender – Login to the portal with the username/password – Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) – Click on the relevant PQQ/ ITT to access the content. – Click the ‘Express Interest’ button at the top of the page. – This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box 3. Responding to the tender – Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining) – You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification – Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT – There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: Suppliers turnover must be at least four times greater than or equal to the total value of this contract (i.e. the value of this contract must not equate to more than 25 % of the suppliers annual turnover) to be successful in this ITT. Suppliers must meet minimum financial checks, Insurance levels (based on the Financial Standing section of the Suppliers Questionnaire) and the value for money that will be delivered through contract award.
Information and formalities necessary for evaluating if the requirements are met:
Suppliers must complete all mandatory sections of the ITT for consideration of this ITT. All attached appendices and additional information must be returned as part of each suppliers bid. This includes, but is not limited to: Supplier Questionnaire, Tenderer past contract details, Tenderer quality questionnaire, Tenderer price questionnaire, Health & Safety Questionnaire, Equality & Diversity Statement, Tenderer Conflict of Interest Declaration, Tenderer Declaration.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service
Section IV: Procedure
IV.1)Type of procedure
IV.1.1)Type of procedure
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 1: and maximum number 10
Objective criteria for choosing the limited number of candidates: The assessment of the tenders will be done on a 70 % quality, 20 % price and 10 % supplier questionnaire.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
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.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
10.12.2012 – 16:00
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
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: yes
Estimated timing for further notices to be published: The contract is for 3 years with an option to extend for a further 2 years based on acceptable performance.
VI.2)Information about European Union funds
The Contracting Authority intends to use an eTendering system in this procurement exercise and reserves the right to use a reverse auction.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:17.10.2012