Audit and Tax Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-040873-2023-10-06T09:19:35+01:00",
    "date": "2023-10-06T09:19:35+01:00",
    "ocid": "ocds-h6vhtk-040873",
    "description": "Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Suppliers should confirm they will be in a position to complete (at point of award) the following: Appendix A Form of Tender Appendix B Freedom of Information Appendix D APUC Sustain Supply Chain Code of Conduct Appendix J SCM RP Section 1 The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 24872. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343 The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason: It is a requirement that the range of services to be delivered under this framework agreement will be delivered by each of the main contractors. Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: The Authority would like to explore applicable community benefits or social value through this Framework Agreement, for example by providing work placements, work experience, careers events or site visits, training opportunities, apprenticeships, or investment in the local community.",
    "initiationType": "tender",
    "tender": {
        "id": "PFB1040 AP",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Audit and Tax Services",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "79200000",
            "description": "Accounting, auditing and fiscal services"
        },
        "mainProcurementCategory": "services",
        "description": "The Authority is seeking Contractor(s) for the provision of Audit and Tax Services to the higher education (HE) institutions and further education (FE) institutions, of Scotland, the NHS National Procurement in Scotland (and their members and affiliated bodies), Scotland Excel (and their members and affiliated bodies), and Scottish Government bodies including: Care Inspectorate/Scottish Social Services Council Childrens Hearings Scotland Crown Estate Scotland Highlands and Islands Enterprise Historic Environment Scotland Jobs & Business Glasgow National Library of Scotland NatureScot Royal Botanic Gardens Edinburgh SASA Scottish Childrens Reporters Administration Scottish Fire and Rescue Service SportScotland",
        "value": {
            "amount": 8000000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "title": "Internal Audit",
                "description": "Internal Audit Services for Purchaser body with an annual turnover value",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "2",
                "title": "Internal Audit 25M - 75M GBP - Purchaser body annual turnover value",
                "description": "Internal Audit Services for Purchaser body with an annual turnover value 25M - 75M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "3",
                "title": "Internal Audit 75M - 200M GBP - Purchaser body annual turnover value",
                "description": "Internal Audit Services for Purchaser body with an annual turnover value 75M - 200M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "4",
                "title": "Internal Audit >200M GBP - Purchaser body annual turnover value",
                "description": "Internal Audit Services for Purchaser organisations with an annual turnover value >200M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "5",
                "title": "External Audit",
                "description": "External Audit Services for Purchaser body with an annual turnover value",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "6",
                "title": "External Audit 25M - 75M GBP - Purchaser body annual turnover value",
                "description": "External Audit Services for Purchaser body with an annual turnover value 25M - 75M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "7",
                "title": "External Audit 75M - 200M GBP - Purchaser body annual turnover value",
                "description": "External Audit Services for Purchaser body with an annual turnover value 75M - 200M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "8",
                "title": "External Audit >200M GBP - Purchaser body annual turnover value",
                "description": "External Audit Services for Purchaser body with an annual turnover value >200M GBP",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "9",
                "title": "Grant Audits",
                "description": "Grant Audit Services for Purchaser body",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "10",
                "title": "Tax Services - UK all taxes",
                "description": "Tax Services - UK all taxes for Purchaser body",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "11",
                "title": "Tax Services - UK and International all taxes",
                "description": "Tax Services - UK and International all taxes for Purchaser body",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further 1 x 12 month periods subject to satisfactory performance and continued requirement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79210000",
                        "description": "Accounting and auditing services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "3"
            },
            {
                "id": "4",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "4"
            },
            {
                "id": "5",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "5"
            },
            {
                "id": "6",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "6"
            },
            {
                "id": "7",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "7"
            },
            {
                "id": "8",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "8"
            },
            {
                "id": "9",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79200000",
                        "description": "Accounting, auditing and fiscal services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "9"
            },
            {
                "id": "10",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79221000",
                        "description": "Tax consultancy services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79222000",
                        "description": "Tax-return preparation services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "10"
            },
            {
                "id": "11",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79221000",
                        "description": "Tax consultancy services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79222000",
                        "description": "Tax-return preparation services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "11"
            }
        ],
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk",
        "communication": {
            "atypicalToolUrl": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "minimum": "Please refer to the \"Qualification Envelope\" of the ITT within PCS-T to answer the selection criteria. Please refer to Part IV Selection Criteria: Questions within 4B.5 of the SPD Tenderers must confirm they can provide the following supporting evidence prior to award: Professional Indemnity Insurance = GBP 2 Million Employer's (Compulsory) Liability Insurance = GBP 5 Million Public Liability Insurance = GBP 5 Million With reference to ESPD question 4B.6 - The successful Contractor(s) will be required to provide two years audited accounts, or equivalent if awarded a place on the Framework Agreement. Alternatively, if the Contractor is unable to provide the required accounting information e.g. a new business without the required accounts, then they will be required to provide a bankers letter demonstrating their willingness to support the Contractors organisation over the term of the Framework Agreement. The two years audited accounts, or equivalent will be subject to ratio analysis."
                }
            ]
        },
        "contractTerms": {
            "performanceTerms": "Submission of Management Information Following commencement of the Framework Agreement, the Contractor will provide a performance report to the Authority on a quarterly basis to include spend by Institution under the Framework Agreement for the reporting period. Contractors must provide the information on a quarterly basis, within 10 working days following the start of each quarter. Data must be uploaded to the website: http://ucsp.ac.uk/",
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "techniques": {
            "hasFrameworkAgreement": true
        },
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2023-11-10T12:00:00Z"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "awardPeriod": {
            "startDate": "2023-11-10T13:00:00Z"
        },
        "bidOpening": {
            "date": "2023-11-10T13:00:00Z"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "36-40 month"
        }
    },
    "parties": [
        {
            "id": "GB-SC-SC314764",
            "name": "APUC LIMITED",
            "identifier": {
                "legalName": "APUC LIMITED",
                "id": "SC314764",
                "scheme": "GB-SC"
            },
            "address": {
                "streetAddress": "Unit 27,Stirling Business Centre, Wellgreen",
                "locality": "STIRLING",
                "region": "UKM77",
                "postalCode": "FK82DZ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Anne Martin",
                "telephone": "+44 1314428958",
                "email": "annemartin@apuc-scot.ac.uk",
                "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "https://apuc-scot.ac.uk/",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "id": "BODY_PUBLIC",
                        "description": "Body governed by public law"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "09",
                        "description": "Education"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-2424",
            "name": "Stirling Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Stirling Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "Sheriff Court House, Viewfield Place",
                "locality": "Stirling",
                "postalCode": "FK8 1NH",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SC-SC314764",
        "name": "APUC LIMITED"
    },
    "language": "en"
}