Notice Information
Notice Title
Endowments Audit
Notice Description
NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.
Lot Information
Lot 1
NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.
Renewal: Two optional twelve month extensions.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-r6ebe6-0000746478
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC494909
- 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
79210000 - Accounting and auditing services
79212000 - Auditing services
79212100 - Financial auditing services
79212300 - Statutory audit services
Notice Value(s)
- Tender Value
- £92,500 Under £100K
- Lots Value
- £92,500 Under £100K
- Awards Value
- Not specified
- Contracts Value
- £108,922 £100K-£500K
Notice Dates
- Publication Date
- 14 Dec 20232 years ago
- Submission Deadline
- 27 Oct 2023Expired
- Future Notice Date
- Not specified
- Award Date
- 7 Dec 20232 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- The board may elect to procure this service again after expiry of the contract term.
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS LANARKSHIRE
- Contact Name
- Samantha Smith
- Contact Email
- tenders@lanarkshire.scot.nhs.uk
- Contact Phone
- +44 1698402653
Buyer Location
- Locality
- BOTHWELL
- Postcode
- G71 8BB
- Post Town
- Glasgow
- Country
- Scotland
-
- Major Region (ITL 1)
- TLM Scotland
- Basic Region (ITL 2)
- TLM9 Southern Scotland
- Small Region (ITL 3)
- TLM95 South Lanarkshire
- Delivery Location
- TLM8 West Central Scotland
-
- Local Authority
- South Lanarkshire
- Electoral Ward
- Bothwell and Uddingston
- Westminster Constituency
- Rutherglen
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=4
4th October 2023 - NHSL749-23 ITQ- Endowment Audits -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=5
4th October 2023 - Quality Technical Document v2 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=6
4th October 2023 - SPD Completion Guide -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=7
4th October 2023 - SPD 4C.1.2 Relevant Examples -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=1
4th October 2023 - Appendix 1- Specification -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=2
4th October 2023 - Commercial Document - Endowments Audit -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=3
4th October 2023 - Conditions for the Provision of Services -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489660
Endowments Audit - NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote. -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC494909
Endowments Audit - NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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-r6ebe6-0000746478-2023-12-14T00:00:00Z",
"date": "2023-12-14T00:00:00Z",
"ocid": "ocds-r6ebe6-0000746478",
"initiationType": "tender",
"parties": [
{
"id": "org-123",
"name": "NHS Lanarkshire",
"identifier": {
"legalName": "NHS Lanarkshire"
},
"address": {
"streetAddress": "NHS Lanarkshire Headquarters, Kirklands, Fallside Road",
"locality": "Bothwell",
"region": "UKM8",
"postalCode": "G71 8BB"
},
"contactPoint": {
"name": "Samantha Smith",
"email": "tenders@lanarkshire.scot.nhs.uk",
"telephone": "+44 1698402653",
"url": "http://www.publiccontractsscotland.gov.uk"
},
"roles": [
"buyer",
"centralPurchasingBody"
],
"details": {
"classifications": [
{
"id": "Body governed by public law",
"scheme": "TED_CA_TYPE"
},
{
"id": "07",
"description": "Health",
"scheme": "COFOG"
}
],
"url": "http://www.nhslanarkshire.org.uk"
}
},
{
"id": "org-77",
"name": "Hamilton Sheriff Court",
"identifier": {
"legalName": "Hamilton Sheriff Court"
},
"address": {
"streetAddress": "Sheriff Court House, 4 Beckford Street",
"locality": "Hamilton",
"postalCode": "ML3 0BT"
},
"contactPoint": {
"email": "hamiltoncivl@scotcourts.gov.uk",
"url": "http://"
},
"roles": [
"reviewBody"
]
},
{
"id": "org-234",
"name": "NHS Lanarkshire",
"identifier": {
"legalName": "NHS Lanarkshire"
},
"address": {
"streetAddress": "NHS Lanarkshire Headquarters, Kirklands, Fallside Road",
"locality": "Bothwell",
"region": "UKM8",
"postalCode": "G71 8BB"
},
"contactPoint": {
"name": "Samantha Smith",
"email": "tenders@lanarkshire.scot.nhs.uk",
"telephone": "+44 1698402653",
"url": "http://"
},
"roles": [
"buyer",
"centralPurchasingBody"
],
"details": {
"classifications": [
{
"id": "Body governed by public law",
"scheme": "TED_CA_TYPE"
},
{
"id": "07",
"description": "Health",
"scheme": "COFOG"
}
],
"url": "http://www.nhslanarkshire.org.uk"
}
},
{
"id": "org-235",
"name": "Azets",
"identifier": {
"legalName": "Azets"
},
"address": {
"streetAddress": "Exchange Place 3, Semple Street",
"locality": "EDINBURGH",
"region": "UKM75",
"postalCode": "EH3 8BL"
},
"contactPoint": {
"telephone": "+44 1314733500"
},
"roles": [
"supplier"
],
"details": {
"scale": "sme",
"url": "http://"
}
},
{
"id": "org-216",
"name": "Hamilton Sheriff Court",
"identifier": {
"legalName": "Hamilton Sheriff Court"
},
"address": {
"streetAddress": "Sheriff Court House, 4 Beckford Street,",
"locality": "Hamilton",
"postalCode": "ML3 0BT"
},
"contactPoint": {
"email": "hamiltoncivl@scotcourts.gov.uk",
"telephone": "+44 1698282957",
"url": "http://"
},
"roles": [
"reviewBody",
"mediationBody"
]
}
],
"buyer": {
"name": "NHS Lanarkshire",
"id": "org-234"
},
"tender": {
"id": "NHSL749-23",
"title": "Endowments Audit",
"description": "NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.",
"status": "complete",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"id": "79212100",
"scheme": "CPV"
},
{
"id": "79210000",
"scheme": "CPV"
},
{
"id": "79212300",
"scheme": "CPV"
}
],
"deliveryLocation": {
"description": "Kirklands Hospital"
},
"deliveryAddresses": [
{
"region": "UKM8"
},
{
"region": "UKM8"
}
],
"relatedLot": "1"
}
],
"value": {
"amount": 92500,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"mainProcurementCategory": "services",
"submissionMethod": [
"electronicSubmission"
],
"submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
"tenderPeriod": {
"endDate": "2023-10-27T16:00:00Z"
},
"awardPeriod": {
"startDate": "2023-10-27T16:00:00Z"
},
"documents": [
{
"id": "OCT489660",
"documentType": "contractNotice",
"title": "Endowments Audit",
"description": "NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489660",
"format": "text/html"
},
{
"id": "economic",
"documentType": "economicSelectionCriteria"
},
{
"id": "technical",
"documentType": "technicalSelectionCriteria"
},
{
"id": "OCT489660-1",
"title": "Appendix 1- Specification",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=1",
"datePublished": "2023-10-04T08:49:53Z",
"dateModified": "2023-10-04T08:49:53Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "OCT489660-2",
"title": "Commercial Document - Endowments Audit",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=2",
"datePublished": "2023-10-04T08:49:53Z",
"dateModified": "2023-10-04T08:49:53Z",
"format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
},
{
"id": "OCT489660-3",
"title": "Conditions for the Provision of Services",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=3",
"datePublished": "2023-10-04T08:49:53Z",
"dateModified": "2023-10-04T08:49:53Z",
"format": "application/pdf"
},
{
"id": "OCT489660-4",
"title": "NHSL749-23 ITQ- Endowment Audits",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=4",
"datePublished": "2023-10-04T08:49:54Z",
"dateModified": "2023-10-04T08:49:54Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "OCT489660-5",
"title": "Quality Technical Document v2",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=5",
"datePublished": "2023-10-04T08:49:54Z",
"dateModified": "2023-10-04T08:49:54Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "OCT489660-6",
"title": "SPD Completion Guide",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=6",
"datePublished": "2023-10-04T08:49:54Z",
"dateModified": "2023-10-04T08:49:54Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "OCT489660-7",
"title": "SPD 4C.1.2 Relevant Examples",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=OCT489660&idx=7",
"datePublished": "2023-10-04T08:49:54Z",
"dateModified": "2023-10-04T08:49:54Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "DEC494909",
"documentType": "awardNotice",
"title": "Endowments Audit",
"description": "NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC494909",
"format": "text/html"
}
],
"lots": [
{
"id": "1",
"description": "NHS Lanarkshire has more than 12,000 staff working in three large university hospitals and across almost 100 community sites. We have a responsibility to ensure we deliver creative and responsive content to help promote the work of the organisation to our patients, staff and members of the public. NHS Lanarkshire are looking to enter into a Contract with a supplier for a yearly audit for our endowments fund. The contract will be three (3) years with an option to extend for twelve (12) months with an additional twelve (12) months thereafter (3+1+1). If extended to its full potential (3+1+1), the value of the contract is estimated to be 92,500 GBP. The audit would have to be carried out at the end of each financial year. Appendix 1-Specification, quality technical document, commercial response document and terms and conditions have been uploaded to Public Contracts Scotland along with this Invitation to Quote.",
"status": "complete",
"value": {
"amount": 92500,
"currency": "GBP"
},
"hasOptions": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"contractPeriod": {
"durationInDays": 1080
},
"hasRenewal": true,
"renewal": {
"description": "Two optional twelve month extensions."
}
}
],
"bidOpening": {
"date": "2023-10-27T16:00:00Z"
},
"contractTerms": {
"hasElectronicPayment": true,
"hasElectronicOrdering": true,
"electronicInvoicingPolicy": "allowed",
"performanceTerms": "Refer to tender documents"
},
"otherRequirements": {
"reservedParticipation": [
"shelteredWorkshop"
]
},
"selectionCriteria": {
"criteria": [
{
"type": "suitability",
"description": "Please refer to tender documents."
},
{
"type": "technical",
"description": "Execution of the service is reserved to a particular profession"
}
]
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"durationInDays": 90
}
},
"classification": {
"id": "79212000",
"scheme": "CPV"
},
"hasRecurrence": true,
"recurrence": {
"description": "The board may elect to procure this service again after expiry of the contract term."
}
},
"language": "EN",
"description": "(SC Ref:753318)",
"links": [
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000746478"
},
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000746478"
}
],
"noticetype": "PCS Notice - Website Contract Award Notice",
"awards": [
{
"id": "NHSL749-23",
"suppliers": [
{
"id": "org-235",
"name": "Azets"
}
],
"relatedLots": [
"1"
]
}
],
"contracts": [
{
"id": "NHSL749-23",
"awardID": "NHSL749-23",
"status": "active",
"value": {
"amount": 108922,
"currency": "GBP"
},
"dateSigned": "2023-12-07T00:00:00Z"
}
],
"bids": {
"statistics": [
{
"id": "671",
"measure": "bids",
"value": 1,
"relatedLot": "1"
},
{
"id": "672",
"measure": "smeBids",
"value": 1,
"relatedLot": "1"
},
{
"id": "673",
"measure": "foreignBidsFromEU",
"value": 0,
"relatedLot": "1"
},
{
"id": "674",
"measure": "foreignBidsFromNonEU",
"value": 1,
"relatedLot": "1"
},
{
"id": "675",
"measure": "electronicBids",
"value": 1,
"relatedLot": "1"
}
]
}
}