Award

Provision of Tax Advice and Tax Related Services

UNIVERSITY OF STRATHCLYDE

This public procurement record has 3 releases in its history.

Award

03 Aug 2023 at 00:00

Tender

19 Apr 2022 at 00:00

Planning

12 Oct 2021 at 00:00

Summary of the contracting process

The University of Strathclyde is seeking suppliers for the provision of Tax Advice and Tax Related Services. This tender opportunity, titled "Provision of Tax Advice and Tax Related Services," falls under the services category and aims to establish a multi-supplier framework. The University, based in Glasgow, UK, is at the award stage and has recently signed contracts with multiple suppliers. The deadline for bids submission was on August 3, 2023. More details can be found on the University's website.

This opportunity can benefit businesses in the tax advisory and compliance sector, especially those with experience in providing services for educational institutions. Companies specialising in tax advisory services, compliance, and international tax requirements are well-suited to compete. The University of Strathclyde has engaged large and SME scale suppliers for similar services in the past, providing opportunities for a diverse range of businesses to participate in the contract award process.

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Notice Title

Provision of Tax Advice and Tax Related Services

Notice Description

The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements. This requirement will be published as a multi-supplier framework opportunity.

Lot Information

Indirect Taxes

It is anticipated that this Lot will include, but not be limited to: - VAT Compliance, including the review of the annual partial exemption calculation - VAT advisory services - Customs duty advisory support services. The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

Options: The Contracting Authority reserves the right to request additional services by the successful tenderer either intended as partial replacement of the existing services or as the extension of existing services. The Contracting authority may at its sole discretion exercise this option.

Renewal: There is an option for an extension of 2 x 12 month periods. The Contracting Authority may at its sole discretion exercise this option

Advisory and Global Mobility Services

It is anticipated that this Lot will include, but not be limited to: - General advice on overseas taxes including but not limited to and depending on the overseas jurisdiction: corporate, personal, VAT, WHT, digital etc. - advice in respect to overseas employer and employee tax, social security and associated reporting, payment and/or filing obligations -assistance in implementing payroll and reporting requirements in overseas jurisdictions Full details of the requirement can be found in Appendix E-Specification in the Tender documentation. This document additionally includes a list of overseas jurisdictions the University has required advice in recent years, provided in Annex A.. The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

Options: The Contracting Authority reserves the right to request additional deliveries by the successful tenderer either intended as partial replacement of the existing services or or as the extension of existing services. The Contracting authority may at its sole discretion exercise this option

Renewal: There is an option for an extension of 2 x 12-month periods. The Contracting Authority may at its sole discretion exercise this option

VAT Compliance

It is anticipated that this Lot will include, but not be limited to: Review annual partial exemption calculation, prepared by the Tax Manager.

Overseas Tax and Global Mobility

It is anticipated that this Lot will include, but not be limited to: General advice on overseas taxes (corporate, persoanl, VAT, WHT, digital etc). Global mobility implications of employees working overseas. Overseas planning to ensure collaborations/working arrangements are structured in a tax efficient way whilst ensuring tax compliance and efficiency to limit liabilities. Advice and implications of overseas registration for the university and subsequent set up as and where approriate (e.g. payroll operations, in country registrations, in country filing of returns and making payments as required) Minimising tax liabilities without risk of no compliance. Providing guidance on changes in legislation for any overseas tax operations.

Employment Taxes (UK)

It is anticipated that this Lot will include, but not be limited to: General payroll and employment related tax advice Providing guidance and implications for the university on changes in legislation, including any changes which may be required to systems and processes (e.g. IR35, JRS or RTI). Payroll regulations and requirements Employee remuneration, reward and benefits (taxability, processing and management - P11D, PAYE settlement agreements)

Direct Taxes

It is anticipated that this Lot will include, but not be limited to: - Preparation of the annual corporation tax return, based on inputs from the Tax Manager. - Review and submission to HMRC (including filing requirements of annual accounts e.g. iXBRL tagging). - Provision of Corporation tax advisory services - General payroll and employment related tax advisory services. The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

Options: The University at its sole description reserves the right to request additional services by the successful tenderer either intended as partial replacement of the existing services or as an extension of the existing services. The Contracting Authority may at its sole discretion exercise this option.

Renewal: There will be an option for 2 x 12 month extensions. The Contracting Authority may at its sole discretion exercise this option.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000668018
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG485116
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

79 - Business services: law, marketing, consulting, recruitment, printing and security

98 - Other community, social and personal services


CPV Codes

48412000 - Tax preparation software package

79221000 - Tax consultancy services

98910000 - Services specific to international organisations and bodies

Notice Value(s)

Tender Value
£604,000 £500K-£1M
Lots Value
£604,000 £500K-£1M
Awards Value
Not specified
Contracts Value
£604,000 £500K-£1M

Notice Dates

Publication Date
3 Aug 20232 years ago
Submission Deadline
20 May 2022Expired
Future Notice Date
1 Nov 2021Expired
Award Date
30 Sep 20223 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete, Planned
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF STRATHCLYDE
Contact Name
Not specified
Contact Email
jemma.wylie@strath.ac.uk, lauren.leitch@strath.ac.uk
Contact Phone
+44 1415484310, +44 1415484451

Buyer Location

Locality
GLASGOW
Postcode
G1 1QE
Post Town
Glasgow
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM3 West Central Scotland
Small Region (ITL 3)
TLM32 Glasgow City
Delivery Location
TLM82 Glasgow City

Local Authority
Glasgow City
Electoral Ward
Anderston/City/Yorkhill
Westminster Constituency
Glasgow North East

Supplier Information

Number of Suppliers
4
Supplier Names

BDO

CENTURION VAT SPECIALISTS ALL

KPMG

RSM (QUICK QUOTE CONTACT

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT430318
    Provision of Tax Advice and Tax Related Services - The University of Strathclyde is currently undertaking a market scoping exercise, under Regulation 41 of the Public Contracts (Scotland) Regulations 2015, to understand levels of interest in working with the University to establish a framework for Tax Advise and Tax related services. The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements. It is anticipated that this requirement will be published as a multi-supplier framework opportunity.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR446355
    Provision of Tax Advice and Tax Related Services - The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements. This requirement will be published as a multi-supplier framework opportunity.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG485116
    Provision of Tax Advice and Tax Related Services - The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements. This requirement will be published as a multi-supplier framework opportunity.

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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                "title": "Provision of Tax Advice and Tax Related Services",
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                "title": "Provision of Tax Advice and Tax Related Services",
                "description": "The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements. This requirement will be published as a multi-supplier framework opportunity.",
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            "identifier": "2022/S 022-680797"
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    ],
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            "title": "Direct Taxes",
            "suppliers": [
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}