SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000520217-2018-03-16T00:00:00Z",
    "date": "2018-03-16T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000520217",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-18",
            "name": "Scottish Enterprise",
            "identifier": {
                "legalName": "Scottish Enterprise"
            },
            "address": {
                "streetAddress": "Atrium Court, 50 Waterloo Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G2 6HQ"
            },
            "contactPoint": {
                "email": "adam.cunningham@scotent.co.uk",
                "telephone": "+44 8456078787",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "reviewBody",
                "mediationBody",
                "reviewContactPoint"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.scottish-enterprise.com/"
            }
        },
        {
            "id": "org-17",
            "name": "Scottish Enterprise",
            "identifier": {
                "legalName": "Scottish Enterprise"
            },
            "address": {
                "streetAddress": "Atrium Court, 50 Waterloo Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G2 6HQ"
            },
            "contactPoint": {
                "name": "Lesley Reid",
                "email": "lesley.reid@scotent.co.uk",
                "telephone": "+44 8456078787",
                "faxNumber": "+44 1412481600",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody",
                "reviewContactPoint",
                "mediationBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.scottish-enterprise.com/"
            }
        }
    ],
    "buyer": {
        "name": "Scottish Enterprise",
        "id": "org-17"
    },
    "tender": {
        "id": "P18-0070",
        "title": "SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)",
        "description": "Scottish Enterprise wishes to engage external auditor(s) for all of its subsidiary companies (Lot 1) and for its pension scheme, the Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) (Lot 2). The contract has two Lots and bidders are able to bid for one or both Lots. Lot 1 - Scottish Enterprise Subsidiary Companies Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme There are currently 14 subsidiary companies (excluding dormant companies) of which 3 are not actively trading. Over the period of this contract there will be adjustments to the number of subsidiaries to be audited. SEPLAS is a final salary pension scheme established by Scottish Enterprise for the benefit of its employees. SE anticipate that the contract will commence in early 2018 and will end on 30 November 2020. SE will however retain the option of extending the contract by a further 1 year at its sole discretion. Full details can be found within the Invitation to Tender (ITT) documents.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "79212300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79212000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    },
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "id": "79212300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79212000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    },
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "2"
            }
        ],
        "value": {
            "amount": 240000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-01-10T11:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2018-01-10T12:00:00Z"
        },
        "documents": [
            {
                "id": "NOV302255",
                "documentType": "contractNotice",
                "title": "SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)",
                "description": "Scottish Enterprise wishes to engage external auditor(s) for all of its subsidiary companies (Lot 1) and for its pension scheme, the Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) (Lot 2). The contract has two Lots and bidders are able to bid for one or both Lots. Lot 1 - Scottish Enterprise Subsidiary Companies Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme There are currently 14 subsidiary companies (excluding dormant companies) of which 3 are not actively trading. Over the period of this contract there will be adjustments to the number of subsidiaries to be audited. SEPLAS is a final salary pension scheme established by Scottish Enterprise for the benefit of its employees. SE anticipate that the contract will commence in early 2018 and will end on 30 November 2020. SE will however retain the option of extending the contract by a further 1 year at its sole discretion. Full details can be found within the Invitation to Tender (ITT) documents.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV302255",
                "format": "text/html"
            },
            {
                "id": "NOV302255-1",
                "title": "European Single Procurement Document (ESPD) Scotland (P18-0070)",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=1",
                "datePublished": "2017-11-25T11:10:10Z",
                "dateModified": "2017-11-27T08:17:41Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "NOV302255-2",
                "title": "Invitation to Tender (P18-0070)",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=2",
                "datePublished": "2017-11-25T11:10:11Z",
                "dateModified": "2017-11-25T11:10:11Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "NOV302255-3",
                "title": "SE H&S policy referenced in clause 3.12 of the T&Cs",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=3",
                "datePublished": "2017-11-25T11:10:11Z",
                "dateModified": "2017-11-25T11:10:11Z",
                "format": "application/pdf"
            },
            {
                "id": "NOV302255-4",
                "title": "SE Information Security policy referenced in clause 3.12 of the T&Cs",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=4",
                "datePublished": "2017-11-25T11:10:11Z",
                "dateModified": "2017-11-25T11:10:11Z",
                "format": "application/pdf"
            },
            {
                "id": "NOV302255-5",
                "title": "SE Information classification and handling policy referenced in clause 12.7 of the T&Cs",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=5",
                "datePublished": "2017-11-25T11:10:11Z",
                "dateModified": "2017-11-25T11:10:11Z",
                "format": "application/pdf"
            },
            {
                "id": "NOV302255-6",
                "title": "European Single Procurement Document (ESPD) Scotland (P18-0070) - updated with OJEU number",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=NOV302255&idx=6",
                "datePublished": "2017-11-27T08:17:41Z",
                "dateModified": "2017-11-27T08:17:41Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "MAR313782",
                "documentType": "awardNotice",
                "title": "SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)",
                "description": "Scottish Enterprise wishes to engage external auditor(s) for all of its subsidiary companies (Lot 1) and for its pension scheme, the Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) (Lot 2). The contract has two Lots and bidders are able to bid for one or both Lots. Lot 1 - Scottish Enterprise Subsidiary Companies Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme There are currently 14 subsidiary companies (excluding dormant companies) of which 3 are not actively trading. Over the period of this contract there will be adjustments to the number of subsidiaries to be audited. SEPLAS is a final salary pension scheme established by Scottish Enterprise for the benefit of its employees. SE anticipate that the contract will commence in early 2018 and will end on 30 November 2020. SE will however retain the option of extending the contract by a further 1 year at its sole discretion. Full details can be found within the Invitation to Tender (ITT) documents.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR313782",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "title": "Lot 1 - Scottish Enterprise Subsidiary Companies",
                "description": "Scottish Enterprise wishes to engage external auditors for all of its subsidiary companies (Lot 1). There are 14 subsidiary companies (excluding dormant companies) of which 3 are not actively trading. Over the period of this contract there will be adjustments to the number of subsidiaries to be audited. Further details of Lot 1 can be found within the Invitation to Tender (ITT) documents.. Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulations 58 of the Public Contracts (Scotland) Regulations 2015. Further information in relation to Lot 1 - Scottish Enterprise Subsidiary Companies can be found within the Invitation to Tender (ITT) documents.",
                "status": "complete",
                "value": {
                    "amount": 130000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1020
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "SE will retain the option of extending the contract by a further 1 year at its sole discretion."
                }
            },
            {
                "id": "2",
                "title": "Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme",
                "description": "Scottish Enterprise wishes to engage external auditors for its pension scheme, the Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) (Lot 2). SEPLAS is a final salary pension scheme established by Scottish Enterprise for the benefit of its employees. Further details of Lot 2 can be found within the Invitation to Tender (ITT) documents.. 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. Further information in relation to Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme can be found within the Invitation to Tender (ITT) documents.",
                "status": "complete",
                "value": {
                    "amount": 110000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1020
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "SE will however retain the option of extending the contract by a further 1 year at its sole discretion."
                }
            }
        ],
        "lotDetails": {
            "maximumLotsBidPerSupplier": 2147483647
        },
        "bidOpening": {
            "date": "2018-01-10T12:00:00Z"
        },
        "contractTerms": {
            "performanceTerms": "Please see Invitation to Tender (ITT) documents."
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Statement for 4A.2 and 4A.2.1 - Bidders can only accept appointment as an auditor if it is a Registered Auditor. A Registered Auditor is a firm that is registered with a Recognised Supervisory Body (e.g. The Institute of Chartered Accountants of Scotland), and is eligible to be appointed as a Statutory Auditor to undertake regulated audit work. Each person responsible for audits and signing audit reports in the audit firm must be a Responsible Individual (RI) (i.e. the individual must hold a Practicing Certificate and an audit qualification). Statement for 4C.1.2 - Bidders will be required to provide 2 examples that demonstrate that they have the relevant experience to deliver the services as described in part II.2.4 of the OJEU Contract Notice or the relevant section of the Site Notice. These will be evaluated on a PASS/FAIL basis. Pass equals providing 2 examples detailing relevant experience to deliver the service. Fail equals failure to provide 2 examples detailing relevant experience to deliver the service. Bidders can submit examples in a separate document to allow room to provide details of the service provided."
                },
                {
                    "type": "economic",
                    "description": "Statement for 4B.1.2 or 4B.1.3 - Bidders will be required to have an average yearly turnover of a minimum of GBP200,000 for the last 2 years. Statement for 4B.3 - Where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up or started trading. Statement for 4B.4 - Bidders will be required to state the value(s) for the following financial ratio(s): Liquidity Ratio, greater than or equal to 0.80. Statement for 4B.5.1 or 4B.5.2 - Please confirm below whether you already have or can commit to obtain, prior to the commencement of the contract, the appropriate levels of insurance for this contract. Bidders that do not already have, or cannot commit to obtain insurances may be excluded from further participation in this procurement exercise. Professional Indemnity Insurance - GBP2,000,000.00"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "classification": {
            "id": "79212300",
            "scheme": "CPV"
        },
        "reviewDetails": "In the first instance, contact the Head of Procurement & Facilities Management with any concerns or enquiries - enquiries@scotent.co.uk",
        "hasRecurrence": true,
        "recurrence": {
            "description": "Scottish Enterprise publishes an annual forward plan of anticipated procurement activity. The recurrence of this contract is envisaged as being included within that plan at the appropriate time."
        }
    },
    "language": "EN",
    "description": "This is a contract award notice indicating the outcome of the competitive tendering process. (SC Ref:525465)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000520217"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000520217"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "P18-0070-1",
            "title": "Lot 1 - Scottish Enterprise Subsidiary Companies",
            "relatedLots": [
                "1"
            ]
        },
        {
            "id": "P18-0070-2",
            "title": "Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme",
            "relatedLots": [
                "2"
            ]
        }
    ],
    "contracts": [
        {
            "id": "P18-0070-1",
            "awardID": "P18-0070-1",
            "title": "Lot 1 - Scottish Enterprise Subsidiary Companies",
            "status": "active",
            "dateSigned": "2018-02-21T00:00:00Z"
        },
        {
            "id": "P18-0070-2",
            "awardID": "P18-0070-2",
            "title": "Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme",
            "status": "active",
            "dateSigned": "2018-02-21T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2017/S 227-473248"
        }
    ]
}