Award

Provision of VAT Advisory Services - Multi Health Board

CARDIFF AND VALE UNIVERSITY HEALTH BOARD

This public procurement record has 1 release in its history.

Award

17 Apr 2025 at 11:01

S2W Notice - Website Contract Award Notice
Summary of the contracting process

The Cardiff and Vale University Health Board has completed the procurement process for the provision of VAT Advisory Services, engaging multiple health boards within Wales. This contract falls under the services industry category, specifically financial consultancy services, with the contract being awarded to Ernst & Young LLP. The final award was made on 28th March 2025, signalling the end of the tender stage, with the contract valued at £1,162,500. This procurement initiative was designed to address VAT and financial consultancy needs, including evaluations, audit services, and compliance advisories across several health boards such as Aneurin Bevan University Health Board, Betsi Cadwaladr University Health Board, and others. This contract is centrally located in Cardiff, CF14 4HH, Wales.

This tender presents a substantial opportunity for businesses specialising in VAT and financial consultancy services to scale their operations by providing critical advisory services to a collective of health boards. Companies with expertise in financial services, particularly those experienced with public sector financial regulations and tax compliance, would be well-suited to compete for similar tenders. The intricate nature of the services required, including the provision of strategic financial advice, review of capital programmes, and compliance management, makes this an ideal contract for established consultancy firms aiming to expand their footprint in the public healthcare sector.

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Notice Information

Notice Title

Provision of VAT Advisory Services - Multi Health Board

Notice Description

This notice details the award of new Contract for the supply of VAT and Financial Services Consultancy services for the following Health Boards/Trusts/Organisations;Aneurin Bevan University Health BoardBetsi Cadwaladr University Health BoardCardiff and Vale University Local Health BoardCwm Taf Morgannwg University Health BoardDigital Health Care WalesPowys Teaching Local Health BoardPublic Health Wales NHS TrustVelindre University NHS TrustThe awarded bidder will be responsible for:- Evaluation of Contracted Out Services (COS) directives recommended by HM Revenue Customs (HMRC).- Conducting a full review of trading services (where applicable), including the preparation and submission to HMRC of the Annual Partial Exemption Calculation.- Conducting a full review and produce recommendations on capital programmes planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance.- Providing advice on foreign VAT matters.- Reviews of any NHS Designed for Life capital schemes, when required by the relevant Organisation.- Annual audits, as a minimum in addition to the quarterly COS reviews.- Undertake a risk-based approach to ensure, where possible, that correct VAT levels are deployed in advance and to minimise the rectifying events at year-end review.- Providing on-site support prior to and during any inspections, with particular reference to HMRC, that take place. This support will include any ancillary work that relates to the inspection and not just the specific date of the inspection.- Conducting a full review and produce recommendations on endowment expenditure planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance.- Carrying out quarterly COS reviews for all Charitable Funds expenditure and to also conduct a full review of endowment expenditure for the year providing recommendations on bids placed with regard to VAT to maximise the benefits and VAT compliance.- Provide advice on other Indirect Taxes, for example, but not limited to, Climate Change Levy.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-150093
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=150093
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
S2W Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£1,162,500 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
17 Apr 202510 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
28 Mar 202511 months ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Not Specified
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
CARDIFF AND VALE UNIVERSITY HEALTH BOARD
Contact Name
Bethan Dyke
Contact Email
bethan.dyke@wales.nhs.uk
Contact Phone
+44 2921500836

Buyer Location

Locality
CARDIFF
Postcode
CF14 4HH
Post Town
Cardiff
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
Not specified
Local Authority
Cardiff
Electoral Ward
Heath
Westminster Constituency
Cardiff North

Supplier Information

Number of Suppliers
1
Supplier Name

ERNST & YOUNG

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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