Internal Audit Services till potentially 2023

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000532741-2018-07-11T00:00:00Z",
    "date": "2018-07-11T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000532741",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-18",
            "name": "Weslo Housing Management Ltd",
            "identifier": {
                "legalName": "Weslo Housing Management Ltd"
            },
            "address": {
                "streetAddress": "66 North Bridge Street",
                "locality": "Bathgate",
                "region": "UKM78",
                "postalCode": "EH48 4PP"
            },
            "contactPoint": {
                "email": "donna.henderson@weslohm.co.uk",
                "telephone": "+44 1506634060",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.weslo-housing.org/"
            }
        },
        {
            "id": "org-292",
            "name": "Weslo Housing Management Ltd",
            "identifier": {
                "legalName": "Weslo Housing Management Ltd"
            },
            "address": {
                "streetAddress": "66 North Bridge Street",
                "locality": "Bathgate",
                "region": "UKM78",
                "postalCode": "EH48 4PP"
            },
            "contactPoint": {
                "email": "donna.henderson@weslohm.co.uk",
                "telephone": "+44 1506634060",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.weslo-housing.org/"
            }
        },
        {
            "id": "org-293",
            "name": "Wylie & Bisset LLP",
            "identifier": {
                "legalName": "Wylie & Bisset LLP"
            },
            "address": {
                "streetAddress": "168 Bath Street",
                "locality": "Glasgow",
                "region": "UKM",
                "postalCode": "G24TP"
            },
            "contactPoint": {
                "telephone": "+44 141567000"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "url": "http://"
            }
        }
    ],
    "buyer": {
        "name": "Weslo Housing Management Ltd",
        "id": "org-292"
    },
    "tender": {
        "id": "ocds-r6ebe6-0000532741",
        "title": "Internal Audit Services till potentially 2023",
        "description": "The principle requirement is for the provision of internal audit services from 2018/19 to 2022/23 to independently access the entire internal control system by checking compliance with current polices and procedures and ensuring the integrity and reliability of information, accounts and data.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "79212200",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Offices and properties of Weslo Housing Management"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM78"
                    },
                    {
                        "region": "UKM78"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 52000,
            "currency": "GBP"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-03-16T12:00:00Z"
        },
        "documents": [
            {
                "id": "FEB311575",
                "documentType": "contractNotice",
                "title": "Internal Audit Services till potentially 2023",
                "description": "The principle requirement is for the provision of internal audit services from 2018/19 to 2022/23 to independently access the entire internal control system by checking compliance with current polices and procedures and ensuring the integrity and reliability of information, accounts and data.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB311575",
                "format": "text/html"
            },
            {
                "id": "FEB311575-1",
                "title": "Guidance Document",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB311575&idx=1",
                "datePublished": "2018-02-26T16:57:23Z",
                "dateModified": "2018-02-26T16:57:23Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "FEB311575-2",
                "title": "ESPD Document",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB311575&idx=2",
                "datePublished": "2018-02-26T16:57:23Z",
                "dateModified": "2018-02-26T16:57:23Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JUL324833",
                "documentType": "awardNotice",
                "title": "Internal Audit Services till potentially 2023",
                "description": "The principle requirement is for the provision of internal audit services from 2018/19 to 2022/23 to independently access the entire internal control system by checking compliance with current polices and procedures and ensuring the integrity and reliability of information, accounts and data.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL324833",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "It is expected that service provision will commence in May 2018 with a meeting to discuss an internal audit three year plan based on what assignments have been looked at in the recent past, what is new, what has changed in the short term and what major risks are within the group and the wider sector. A draft plan would be presented at a meeting with Executive Team and the Finance Manager with successful provider held in June 2018. It is expected that the contract will last for three years to the end of 2020/21, with the possibility of a further two single years extensions through to the audit of the 2022/23 financial statements. The extension of the contract will be at the discretion of Weslo Executive Team. The contract is subject to re-appointment annually at the AGM. The principal requirement is for the provision of an internal audit services to independently access the entire internal control system by checking compliance with current policies and procedures and ensuring the integrity of and reliability of information, accounts and data. The group seeks to continually improve its internal controls and a key part of internal audit will be to assist the group in improving its operational efficiency and effectiveness. The internal audit service will include, but not be limited to: a) Meetings with management to discuss a three year audit plan and audit reporting b) Conduct an audit needs assessment prior to drafting a three year audit plan. c) Further meeting to confirm the three year plan before the plan is presented to the Board at the AGM. d) The key contact for internal audit will be the Finance Director e) Internal audit will have access to all records and information required in order to fulfil its responsibilities f) Internal audit are required to comply with any requests for information from the groups External Auditors and work with them to optimise audit services for the group. g) The planning with management and key members of staff to ensure that the timing and resources required for the audits contained within the plan are agreed and timetabled. h) After every audit is carried out the internal auditors are required to provide feedback to key members of staff i) Reports on audit are required within 15 working days of the end of the audit. The reports should contain opinions of the reviewed system and recommendations for improvement. On receipt of the report WHM will provide responses to the recommendations within 15 working days with timescales for implementation being provided. j) Internal Audit reports will be presented at Board Meeting following the final report and responses being agreed. k) Internal Auditors will be required to attend the AGM to provide the board with an annual summary of the audit carried out in the course of the year. l) Internal audit is required to carry out an annual follow up visit to review the prior year's recommendations and implementation.",
                "status": "complete",
                "value": {
                    "amount": 52000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "secondStage": {
                    "minimumCandidates": 6,
                    "maximumCandidates": 6
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract shall be for 36 months with options to extend for 2 x additional 12 months ( single years) based on performance within the contract."
                }
            }
        ],
        "contractTerms": {
            "hasElectronicPayment": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "KPIs will be outlined and provided at the ITT & Quality 2nd stage of this process"
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "secondStage": {
            "invitationDate": "2018-03-23T00:00:00Z"
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "As outlined in ESPD and Project Particulars For Internal Audit",
                    "minimum": "As outlined in ESPD and Project Particulars For Internal Audit"
                },
                {
                    "type": "technical",
                    "description": "As outlined in ESPD and Project Particulars For Internal Audit",
                    "minimum": "As outlined in ESPD and Project Particulars For Internal Audit"
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "techniques": {
            "hasElectronicAuction": true
        },
        "classification": {
            "id": "79212200",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "May 2023"
        }
    },
    "language": "EN",
    "description": "Award against framework: Please ensure you comprehensively read and follow the specific instructions provided in the Project Particulars and the ESPD Guidance documents. Failure to provide the required details may result in removal from the procurement process. Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361 A summary of the expected community benefits has been provided as follows: Outlined to supplier in ITT (SC Ref:549966)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000532741"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000532741"
        }
    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "MAR314423",
            "suppliers": [
                {
                    "id": "org-293",
                    "name": "Wylie & Bisset LLP"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "MAR314423",
            "awardID": "MAR314423",
            "status": "active",
            "value": {
                "amount": 52000,
                "currency": "GBP"
            },
            "dateSigned": "2018-05-02T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "453",
                "measure": "bids",
                "value": 4,
                "relatedLot": "1"
            },
            {
                "id": "454",
                "measure": "electronicBids",
                "value": 4,
                "relatedLot": "1"
            }
        ]
    }
}