Award

External/Virtual Accountant Services

INVERCLYDE COUNCIL

This public procurement record has 2 releases in its history.

Summary of the contracting process

The Inverclyde Council recently awarded a contract for "External/Virtual Accountant Services" through an open procurement process. The services were procured on behalf of Riverside Inverclyde (Ri) and Riverside Inverclyde Property Holdings (RiPH). The procurement was completed with Martin Aitken & Co Ltd being the successful supplier, and the contract is now active. The tender involved tasks such as preparation of annual accounts, audits, budgeting, and management reporting. The overall contract value is £49,500, and the contract was signed on October 18, 2023.

This procurement opportunity for "External/Virtual Accountant Services" by Inverclyde Council presents a chance for accounting firms, especially Chartered Accountants, to offer their services. The main procurement method used was an open procedure, and the contract is focussed on services. Companies looking to provide comprehensive accounting services, including financial reporting, budget preparation, and audit assistance, can compete for this contract. The tender process was initiated by Inverclyde Council and carried out in Greenock, UK. Businesses interested in this opportunity should pay attention to the key dates and deadlines specified for submission.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

External/Virtual Accountant Services

Notice Description

Inverclyde Council were procuring on behalf of Riverside Inverclyde (Ri) and Riverside Inverclyde Property Holdings (RiPH) seeking to appoint a Chartered Accountant, with the appropriate experience to carry out a number of accountancy services as listed within the specification.

Lot Information

Lot 1

Inverclyde Council are acting as an agent. Inverclyde Council procured the provision of services to Ri and RiPH under a Service Level Agreement. The appointed accountant is required to carry out tasks such as preparation of draft Annual Accounts and all supporting back up schedules including Directors Report and Strategic Report, Liaison with external auditors throughout audit to ensure completion by due date, Preparation & lodging of OSCR return, preparation of annual budgets and forecasts for RI/RIPH, Prepare Management Accounts and supporting reports for RI/RIPH for quarterly Board meetings, vat return. This list is not exhaustive.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 8 and 9 of the Procurement (Scotland) Regulations 2016.

Renewal: There will be an option at the sole discretion of Inverclyde Council to extend the contract by a further 12 month period.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000742103
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT490793
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
PCS Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

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


CPV Codes

79000000 - Business services: law, marketing, consulting, recruitment, printing and security

79200000 - Accounting, auditing and fiscal services

79211000 - Accounting services

Notice Value(s)

Tender Value
£50,000 Under £100K
Lots Value
£50,000 Under £100K
Awards Value
Not specified
Contracts Value
£49,500 Under £100K

Notice Dates

Publication Date
19 Oct 20232 years ago
Submission Deadline
27 Sep 2023Expired
Future Notice Date
Not specified
Award Date
18 Oct 20232 years ago
Contract Period
Not specified - Not specified
Recurrence
If the services are still required then this contract may be advertised.

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
INVERCLYDE COUNCIL
Contact Name
Angela Rodgers
Contact Email
procurement@inverclyde.gov.uk
Contact Phone
+44 1475712634, +44 1475717171

Buyer Location

Locality
GREENOCK
Postcode
PA15 1LX
Post Town
Paisley
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM3 West Central Scotland
Small Region (ITL 3)
TLM33 Inverclyde, East Renfrewshire, and Renfrewshire
Delivery Location
TLM83 Inverclyde, East Renfrewshire, and Renfrewshire

Local Authority
Inverclyde
Electoral Ward
Inverclyde North
Westminster Constituency
Inverclyde and Renfrewshire West

Supplier Information

Number of Suppliers
1
Supplier Name

MARTIN AITKEN

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000742103-2023-10-19T00:00:00Z",
    "date": "2023-10-19T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000742103",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-64",
            "name": "Inverclyde Council",
            "identifier": {
                "legalName": "Inverclyde Council"
            },
            "address": {
                "streetAddress": "Procurement, Municipal Buildings, Clyde Square",
                "locality": "Greenock",
                "region": "UKM83",
                "postalCode": "PA15 1LX"
            },
            "contactPoint": {
                "email": "procurement@inverclyde.gov.uk",
                "telephone": "+44 1475712634",
                "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.inverclyde.gov.uk"
            }
        },
        {
            "id": "org-39",
            "name": "Greenock Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Greenock Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "1 Nelson Street,",
                "locality": "Greenock",
                "postalCode": "PA15 1TR"
            },
            "contactPoint": {
                "telephone": "+44 01475787073",
                "url": "http://riverclydehomes.org.uk"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-140",
            "name": "Inverclyde Council",
            "identifier": {
                "legalName": "Inverclyde Council"
            },
            "address": {
                "streetAddress": "Procurement, Municipal Buildings, Clyde Square",
                "locality": "Greenock",
                "region": "UKM83",
                "postalCode": "PA15 1LX"
            },
            "contactPoint": {
                "name": "Angela Rodgers",
                "email": "procurement@Inverclyde.gov.uk",
                "telephone": "+44 1475717171",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "01",
                        "description": "General public services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.inverclyde.gov.uk"
            }
        },
        {
            "id": "org-208",
            "name": "Martin Aitken & Co Ltd",
            "identifier": {
                "legalName": "Martin Aitken & Co Ltd"
            },
            "address": {
                "streetAddress": "Caledonia House, 89 Seaward Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "G41 1HJ"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-142",
            "name": "Greenock Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Greenock Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "Sheriff Court House,1 Nelson Street,",
                "locality": "Greenock",
                "postalCode": "PA15 1TR"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "Inverclyde Council",
        "id": "org-140"
    },
    "tender": {
        "id": "CP0523/RP",
        "title": "External/Virtual Accountant Services",
        "description": "Inverclyde Council were procuring on behalf of Riverside Inverclyde (Ri) and Riverside Inverclyde Property Holdings (RiPH) seeking to appoint a Chartered Accountant, with the appropriate experience to carry out a number of accountancy services as listed within the specification.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "79000000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79211000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "79200000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Inverclyde"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM83"
                    },
                    {
                        "region": "UKM83"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 50000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/",
        "tenderPeriod": {
            "endDate": "2023-09-27T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2023-09-27T12:00:00Z"
        },
        "documents": [
            {
                "id": "SEP487628",
                "documentType": "contractNotice",
                "title": "External/Virtual Accountant Services",
                "description": "Inverclyde Council are procuring on behalf of Riverside Inverclyde (Ri) and Riverside Inverclyde Property Holdings (RiPH) and seek to appoint a Chartered Accountant, with the appropriate experience to carry out a number of accountancy services as listed within the specification.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP487628",
                "format": "text/html"
            },
            {
                "id": "OCT490793",
                "documentType": "awardNotice",
                "title": "External/Virtual Accountant Services",
                "description": "Inverclyde Council were procuring on behalf of Riverside Inverclyde (Ri) and Riverside Inverclyde Property Holdings (RiPH) seeking to appoint a Chartered Accountant, with the appropriate experience to carry out a number of accountancy services as listed within the specification.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT490793",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "Inverclyde Council are acting as an agent. Inverclyde Council procured the provision of services to Ri and RiPH under a Service Level Agreement. The appointed accountant is required to carry out tasks such as preparation of draft Annual Accounts and all supporting back up schedules including Directors Report and Strategic Report, Liaison with external auditors throughout audit to ensure completion by due date, Preparation & lodging of OSCR return, preparation of annual budgets and forecasts for RI/RIPH, Prepare Management Accounts and supporting reports for RI/RIPH for quarterly Board meetings, vat return. This list is not exhaustive.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 8 and 9 of the Procurement (Scotland) Regulations 2016.",
                "status": "complete",
                "value": {
                    "amount": 50000,
                    "currency": "GBP"
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 360
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "There will be an option at the sole discretion of Inverclyde Council to extend the contract by a further 12 month period."
                }
            }
        ],
        "bidOpening": {
            "date": "2023-09-27T12:00:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "electronicInvoicingPolicy": "allowed"
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "4B.1.2 Inverclyde Council will check the financial status of applicants by means of a Dun and Bradstreet assessment. In order to be considered, applicants must achieve one of the following: (a) Where the tenderers Dun & Bradstreet risk indicator is 3, the annual contract value should also be less than 50% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 24 months of the date of the financial check). OR (b) Where the tenderers Dun & Bradstreet risk indicator is 2 or better, the annual contract value should also be less than 75% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 21 months of the date of the financial check). PLEASE NOTE THE IMPORTANT GUIDANCE TO BIDDERS BELOW: APPLICANTS ARE STRONGLY ADVISED TO SATISFY THEMSELVES THAT THEY MEET THESE CRITERIA AS FAILURE OF THE FINANCIAL CHECK WILL MEAN THAT THEIR APPLICATION WILL NOT BE CONSIDERED FURTHER. APPLICANTS SHOULD ALSO SATISFY THEMSELVES THAT THEIR DUN AND BRADSTREET RATINGS ARE CORRECT AND IT IS THE APPLICANT'S RESPONSIBILITY TO RAISE ANY QUERIES WITH DUN AND BRADSTREET IF THEY FEEL A CORRECTION IS REQUIRED. THE COUNCIL WILL RELY ON THE RISK RATING IT OBTAINS AT THE TIME IT PERFORMS THE D&B FINANCIAL CHECK. You must provide your average yearly turnover for the last 2 years. Turnover must be provided from your audited accounts. Turnover from unaudited accounts or part year turnover will not be accepted. If you are unable to provide the turnover information required due to being exempt from submission of full audited accounts, please provide an explanation on why you are exempt in response to this question. If you have responded that you are exempt from submitting full audited accounts, please confirm that you will be prepared to submit alternative information and documentation on your financial position should this be required at any point. This information could be required at selection or in the event that the bidder is identified as the preferred bidder. 4B.5.1a/4B.5.1b/4B.5.2 It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below: Employer's (Compulsory) Liability Insurance = 5M GBP Public Liability Insurance = 5M GBP Professional Indemnity Insurance = 5M GBP"
                },
                {
                    "type": "technical",
                    "description": "4C.1.2 Bidders should provide a minimum of two (2) examples of contractual arrangements they have held over the past three (3) years which best demonstrates their relevant experience to deliver requirements within the Contract which were similar in regards to scope, scale, value and duration. 4C.4 If bidders intend to use a supply chain to deliver the requirements detailed in the Contract Notice, they should confirm they have (or have access to) the relevant supply chain management and tracking systems to ensure a resilient and sustainable supply chain. This will include confirmation that they have the systems in place to pay subcontractors through the supply chain promptly and effectively, and provide evidence when requested of: a) their standard payment terms b) >=95% of all supply chain invoices being paid on time (in accordance with the terms of contract) in the last financial year. If the bidder is unable to confirm (b) they must provide an improvement plan, signed by their Director, which improves the payment performance. 4C.6 The consultant must be a Chartered Accountant. 4C.10 Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract. 4D.1 QUALITY MANAGEMENT PROCEDURES The bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent), OR The bidder must have the following: a. A documented policy regarding quality management. The policy must set out responsibilities for quality management demonstrating that the bidder has, and continues to implement, a quality management policy that is authorised by their Chief Executive, or equivalent, which is periodically reviewed at a senior management level. The policy must be relevant to the nature and scale of the work to be undertaken and set out responsibilities for quality management throughout the organisation. 4D.1 HEALTH & SAFETY The bidder must hold a UKAS (or equivalent), accredited independent third party certificate of compliance in accordance with BS OHSAS 18001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum OR hold the information contained in the supplier attachment area in PCS-T (file name \"Contract Notice Additional Information\")"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 120
            }
        },
        "classification": {
            "id": "79211000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "If the services are still required then this contract may be advertised."
        }
    },
    "language": "EN",
    "description": "(SC Ref:747968)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000742103"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000742103"
        }
    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "CP0523/RP",
            "suppliers": [
                {
                    "id": "org-208",
                    "name": "Martin Aitken & Co Ltd"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "CP0523/RP",
            "awardID": "CP0523/RP",
            "status": "active",
            "value": {
                "amount": 49500,
                "currency": "GBP"
            },
            "dateSigned": "2023-10-18T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "612",
                "measure": "bids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "613",
                "measure": "smeBids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "614",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "615",
                "measure": "foreignBidsFromNonEU",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "616",
                "measure": "electronicBids",
                "value": 1,
                "relatedLot": "1"
            }
        ]
    }
}