SCH - Provision of Audit, Tax and Compliance Advice

{
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    "id": "ocds-h6vhtk-045030-2024-08-13T13:44:29+01:00",
    "date": "2024-08-13T13:44:29+01:00",
    "ocid": "ocds-h6vhtk-045030",
    "initiationType": "tender",
    "tender": {
        "id": "SCH - 18881",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "SCH - Provision of Audit, Tax and Compliance Advice",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "79212100",
            "description": "Financial auditing services"
        },
        "mainProcurementCategory": "services",
        "description": "Solihull Council established Solihull Community Housing (SCH) as an Arms Length Management Organisation (ALMO) in April 2004 to manage and maintain the Councils' housing stock. With the use of PS63.3M of additional funding to help achieve the Decent Homes Standard, SCH transformed, improved and modernised the interiors of the housing stock as well as achieve a 3 star (excellent) rating by the Audit Commission in 2008. SCH sets out its priorities for the year in its annual Delivery Plan organised as strategic objectives which are aligned to the strategic aims set out in the SCH Strategic Vision. Each objective has linked work packages and delivery milestones.SCH is seeking proposals from firms wishing to be considered for appointment as statutory external auditors and advisors to the company. All firms wishing to be considered for the award of this contract must be able to demonstrate at least three years' experience in the provision of finance auditing and tax services and gene",
        "value": {
            "amount": 210000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "SCH is seeking the services of a competent and qualified auditing organisation to support with financial services.",
                "value": {
                    "amount": 210000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2025-01-01T00:00:00Z",
                    "endDate": "2027-12-31T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "There are two 12 month extension options available, subject to satisfactory performance and mutual agreement"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "cancelled",
                "awardCriteria": {
                    "criteria": [
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                            "type": "price"
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                    ]
                }
            }
        ],
        "items": [
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                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79210000",
                        "description": "Accounting and auditing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79212000",
                        "description": "Auditing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79212100",
                        "description": "Financial auditing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79212300",
                        "description": "Statutory audit services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKG32"
                    },
                    {
                        "region": "UKG32"
                    }
                ],
                "deliveryLocation": {
                    "description": "Remote working is expected primarily, with attendance by the successful firm expected as required at offices owned or managed by Solihull Council or Solihull Community Housing."
                },
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "http://www.csw-jets.co.uk/",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Bidders to refer to procurement documents to ascertain minimum requirements for this contract",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "documents": [
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2024-05-06T12:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "awardPeriod": {
            "startDate": "2024-05-06T12:00:00+01:00"
        },
        "bidOpening": {
            "date": "2024-05-06T12:00:00+01:00",
            "address": {
                "streetAddress": "Remote opening"
            }
        },
        "hasRecurrence": true,
        "contractTerms": {
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "reviewDetails": "SCH will incorporate a standstill period at the point when information on the proposed award of the contract is communicated to tenderers. The standstill period, which will be for a minimum of 10 calendar days, provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into. Aggrieved parties who have been harmed or are at risk of harm by any breach of the SCH's obligations may take action in the High Court (England, Wales and Northern Ireland)."
    },
    "parties": [
        {
            "id": "GB-FTS-110080",
            "name": "Solihull Community Housing",
            "identifier": {
                "legalName": "Solihull Community Housing"
            },
            "address": {
                "streetAddress": "Endeavour House, Meriden Drive",
                "locality": "Solihull",
                "region": "UKG32",
                "postalCode": "B37 6BX",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Lewis Smith",
                "email": "procteam@solihull.gov.uk",
                "url": "http://www.csw-jets.co.uk/"
            },
            "roles": [
                "buyer"
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            "details": {
                "url": "http://www.csw-jets.co.uk/",
                "classifications": [
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                        "id": "BODY_PUBLIC",
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                        "id": "06",
                        "description": "Housing and community amenities"
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            "name": "Solihull Community Housing",
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                "countryName": "United Kingdom"
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        {
            "id": "GB-FTS-22509",
            "name": "Solihull Metropolitan Borough Council",
            "identifier": {
                "legalName": "Solihull Metropolitan Borough Council"
            },
            "address": {
                "locality": "Solihull",
                "countryName": "United Kingdom"
            },
            "roles": [
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            "id": "GB-FTS-110082",
            "name": "Solihull Community Housing",
            "identifier": {
                "legalName": "Solihull Community Housing"
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                "locality": "Solihull",
                "postalCode": "B37 6BX",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewContactPoint"
            ]
        },
        {
            "id": "GB-FTS-121410",
            "name": "Bishop Fleming LLP",
            "identifier": {
                "legalName": "Bishop Fleming LLP",
                "id": "OC391282"
            },
            "address": {
                "streetAddress": "Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS",
                "locality": "Exeter",
                "region": "UKG32",
                "postalCode": "EX1 3QS",
                "countryName": "United Kingdom"
            },
            "roles": [
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            "details": {
                "scale": "large"
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    ],
    "buyer": {
        "id": "GB-FTS-110080",
        "name": "Solihull Community Housing"
    },
    "language": "en",
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            "title": "SCH - Provision of Audit, Tax and Compliance Advice",
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                    "name": "Bishop Fleming LLP"
                }
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            "awardID": "025626-2024-SCH - 18881-1",
            "title": "SCH - Provision of Audit, Tax and Compliance Advice",
            "status": "active",
            "value": {
                "amount": 190000,
                "currency": "GBP"
            },
            "dateSigned": "2024-08-13T00:00:00+01:00"
        }
    ],
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            {
                "id": "3",
                "measure": "foreignBidsFromEU",
                "relatedLot": "1",
                "value": 0
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            {
                "id": "4",
                "measure": "foreignBidsFromNonEU",
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            {
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}