Provision of Audit Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-02ce1c-2021-08-23T16:45:47+01:00",
    "date": "2021-08-23T16:45:47+01:00",
    "ocid": "ocds-h6vhtk-02ce1c",
    "description": "Participants wanting to participate in this sourcing activity must request access to the tender documents by e-mailing gemma.deverill@wwutilities.co.uk before the deadline of 24th August 2021 10:00. Please include the following information in your email: 1) Full company name; 2) Main contact details (name, job title, email address, and telephone numbers). Please note the the tender will be run via our procurement portal Bravo which requires suppliers to be registered to participate, failure to register will result in the supplier not being able to participate in the sourcing event. The Pass/Fail question in relation to this EOI will be accessible via our electronic sourcing portal and an email will be sent containing the link to the system.",
    "initiationType": "tender",
    "tender": {
        "id": "WWU1184",
        "legalBasis": {
            "id": "32014L0025",
            "scheme": "CELEX"
        },
        "title": "Provision of Audit Services",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "79212000",
            "description": "Auditing services"
        },
        "mainProcurementCategory": "services",
        "description": "The Board of WWGN Holdings (UK) Limited has decided to invite a number of audit firms to propose for: financial audit, taxation compliance and other related services; and internal audit services. WWU are looking to award a 3 year contract with the option to extend for up to 2 years (1+1). WWU would like to invite expressions of interest based on the Lots specified and for interested suppliers to answer a Pass/Fail question based on experience. Please note no further qualification or tender information will be published until the expression of interest period has closed.",
        "lotDetails": {
            "maximumLotsAwardedPerSupplier": 1
        },
        "lots": [
            {
                "id": "1",
                "title": "LOT ONE - External Audit",
                "description": "The WWU group of companies are required to prepare and file statutory Audited Financial Statements annually as at 31 March. In addition, WWU is required to prepare Consolidated Regulatory Accounts for the Regulator, Ofgem together with a number of other returns which are subject to 'Agreed Upon Procedures' performed by the statutory auditors. Several of the companies are also required to prepare Interim Financial Statements. This is a requirement of the Investors in the group. WWU Finance plc has listed bonds in issue on the London Stock Exchange. Further issues are expected and as such experience in Capital Markets Transactions is required.",
                "contractPeriod": {
                    "durationInDays": 2160
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Further information will be provided in the tender documentation"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "2",
                "title": "LOT TWO - Internal Audit",
                "description": "Whilst WWU has an insourced internal audit function, outsourced internal audit services are also required for reasons such as requiring a specific expertise or supporting with resource capacity. It is anticipated that a minimum of five audits will be outsourced per annum, one of which for example is in respect of Special Standard Condition D10 - Connections Procedures - of WWU's Gas Transporters License. In addition to the five audits, other assurance work (e.g. support with data analytics activity on in-house audits) may be required on an ad-hoc basis.",
                "contractPeriod": {
                    "durationInDays": 2160
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Further information will be provided in the tender documentation"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79212100",
                        "description": "Financial auditing services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79212200",
                        "description": "Internal audit services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    }
                ],
                "relatedLot": "2"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "http://www.wwutilities.co.uk",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Please note this sourcing event will be run via our e-sourcing procurement portal - Bravo Solution. www.sourcing4wwu.bravosolution.co.uk Suppliers are required to be registered on WWU's Bravo portal to allow participation in this sourcing event. Please note that there is a Pass/Fail question running in tandem with the OJEU notice.",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "documents": [
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "otherRequirements": {
            "reductionCriteria": "If required details will be provided in the tender documentation"
        },
        "submissionTerms": {
            "depositsGuarantees": "If required details will be provided in the tender documentation",
            "languages": [
                "en"
            ]
        },
        "contractTerms": {
            "financialTerms": "If required details will be provided in the tender documentation",
            "tendererLegalForm": "If required details will be provided in the tender documentation"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Negotiated procedure with prior call for competition",
        "techniques": {
            "hasFrameworkAgreement": true
        },
        "tenderPeriod": {
            "endDate": "2021-08-24T10:00:00+01:00"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "5 years"
        },
        "amendments": [
            {
                "id": "1",
                "description": "Please note the following amendments - 1. Removal from the title and any accompanying lot title \"taxation compliance\" or taxation services. 2. Lot 1 (External Audit Services) will now have a deferred start of 2 years, the first year end will be FY2024. 3. Due to the amendments being made on the notice, the notice will now expire on Wednesday 1st September 10:00hrs. 4. Please note that the question set in Bravo is still running and will close on Friday 3rd September 13:00hrs."
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-7884",
            "name": "Wales & West Utilities Ltd",
            "identifier": {
                "legalName": "Wales & West Utilities Ltd"
            },
            "address": {
                "streetAddress": "Wales & West House, Spooner Close, Coedkernew",
                "locality": "NEWPORT",
                "region": "UKL",
                "postalCode": "NP108FZ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Gemma Deverill",
                "telephone": "+44 7890591275",
                "email": "gemma.deverill@wwutilities.co.uk",
                "url": "http://www.wwutilities.co.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.wwutilities.co.uk",
                "classifications": [
                    {
                        "scheme": "TED_CE_ACTIVITY",
                        "id": "PRODUCTION_TRANSPORT_DISTRIBUTION_GAS_HEAT",
                        "description": "Production, transport and distribution of gas and heat"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-24006",
            "name": "Wales & West Utilities",
            "identifier": {
                "legalName": "Wales & West Utilities"
            },
            "address": {
                "locality": "Newport",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-7884",
        "name": "Wales & West Utilities Ltd"
    },
    "language": "en"
}