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Notice Details

Title: SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)
Reference No: NOV302255
OCID: ocds-r6ebe6-0000520217
Published by: Scottish Enterprise
Publication Date: 25/11/2017
Deadline Date: 10/01/2018
Deadline Time: 11:00
Notice Type: 02 Contract Notice
Has Documents: Yes
Has ESPD: No
Abstract: 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.
CPV: 79212300, 79212300, 79212000, 79212300, 79212000.

Contract notice

Directive 2014/24/EU - Public Sector Directive

Section I: Contracting Change authority

I.1) Name and addresses

Scottish Enterprise

Atrium Court, 50 Waterloo Street

Glasgow

G2 6HQ

UK

Telephone: +44 8456078787

E-mail: adam.cunningham@scotent.co.uk

NUTS: UKM82

Internet address(es)

Main address: http://www.scottish-enterprise.com/

Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

www.publiccontractsscotland.gov.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

www.publiccontractsscotland.gov.uk


I.4) Type of the contracting authority

Regional or local agency/office

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

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

Reference number: P18-0070

II.1.2) Main CPV code

79212300

 

II.1.3) Type of contract

Services

II.1.4) Short 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.

II.1.5) Estimated total value

Value excluding VAT: 240 000.00 GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

II.2) Description

Lot No: 1

II.2.1) Title

Lot 1 - Scottish Enterprise Subsidiary Companies

II.2.2) Additional CPV code(s)

79212300

79212000

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

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.

II.2.5) Award criteria

Criteria below:

Quality criterion: Methodology / Weighting: 45

Quality criterion: Project Team & Structure / Weighting: 40

Quality criterion: Timetable including milestones for objectives / Weighting: 10

Quality criterion: Fair Work Practices / Weighting: 5

Price / Weighting:  50

II.2.6) Estimated value

Value excluding VAT: 130 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 34

This contract is subject to renewal: Yes

Description of renewals:

SE will retain the option of extending the contract by a further 1 year at its sole discretion.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

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.

Lot No: 2

II.2.1) Title

Lot 2 - Scottish Enterprise Pension and Life Assurance Scheme

II.2.2) Additional CPV code(s)

79212300

79212000

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

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.

II.2.5) Award criteria

Criteria below:

Quality criterion: Methodology / Weighting: 45

Quality criterion: Project Team & Structure / Weighting: 40

Quality criterion: Timetable including milestones for objectives / Weighting: 10

Quality criterion: Fair Working Practices / Weighting: 5

Price / Weighting:  50

II.2.6) Estimated value

Value excluding VAT: 110 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 34

This contract is subject to renewal: Yes

Description of renewals:

SE will however retain the option of extending the contract by a further 1 year at its sole discretion.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

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.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

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.

III.1.2) Economic and financial standing

List and brief description of selection criteria:

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


III.2) Conditions related to the contract

III.2.2) Contract performance conditions

Please see Invitation to Tender (ITT) documents.

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 10/01/2018

Local time: 11:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 10/01/2018

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published:

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.

VI.3) Additional information

Dates and other information contained in this notice are communicated as being indicative only and may be subject to change. The contracting authority does not bind itself to accept the lowest or any offer. The contracting authority reserves the right to accept part of one or more offers. The contracting authority will not be liable for any costs incurred by those expressing an interest in or tendering for this contract. Compliance with all relevant legislation is required during the tendering process and the terms of any resulting contract. Bidders may be required to attend for interview. Any contract awarded will be subject to the law of Scotland. The contracting authority reserves the right to source the services through existing framework agreements. The contracting authority reserves the right to assign all or part of any contracts resulting from the process.

Statement for 2A.17 – Form of Participation (Notably as part of a group, consortium, joint venture or similar). Any contract will be entered into with the nominated lead organisation and all members of the consortium, who will in these circumstances each be required to execute said contract together with all ancillary documentation, evidencing their joint and several liability in respect of the obligations and liabilities of the contract. It will be for members of the consortium to sort out their respective duties and liabilities amongst each other. For administrative purposes, any associated documentation will be sent to the nominated lead organisation.

Statement for 2A.18 – Bidders should indicate within the response to this questions whether they are bidding for Lot 1, Lot 2 or both Lots.

Statement for 2D.1.2 – If the bidder proposes to subcontract any part(s) of the service, they should arrange for a separate ESPD response from each potential subcontractor (only Part II, Sections A and B, and Part III need to be completed for potential subcontractors however).

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=520217.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(SC Ref:520217)

VI.4) Procedures for review

VI.4.1) Review body

Scottish Enterprise

Atrium Court, 50 Waterloo Street

Glasgow

G2 6HQ

UK

Telephone: +44 8456078787

E-mail: enquiries@scotent.co.uk

Internet address(es)

URL: http://www.scottish-enterprise.com/

VI.4.2) Body responsible for mediation procedures

Scottish Enterprise

Atrium Court, 50 Waterloo Street

Glasgow

G2 6HQ

UK

Telephone: +44 8456078787

E-mail: enquiries@scotent.co.uk

Internet address(es)

URL: http://www.scottish-enterprise.com/

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

In the first instance, contact the Head of Procurement & Facilities Management with any concerns or enquiries - enquiries@scotent.co.uk

VI.4.4) Service from which information about the review procedure may be obtained

Scottish Enterprise

Atrium Court, 50 Waterloo Street

Glasgow

G2 6HQ

UK

Telephone: +44 8456078787

E-mail: enquiries@scotent.co.uk

Internet address(es)

URL: http://www.scottish-enterprise.com/

VI.5) Date of dispatch of this notice

24/11/2017


Information added to the notice since publication.

Additional information added to the notice since it's publication.
DateDetails
27/11/2017 08:17REPLACED FILE: ESPD (P18-0070) FINAL

European Single Procurement Document (ESPD) Scotland (P18-0070) - updated with OJEU number
Main Contact: adam.cunningham@scotent.co.uk
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
201100AuditFinancial Services
159999other ConsultancyConsultancy
209999other Financial ServicesFinancial Services

Delivery Locations

Delivery Locations
IDDescription
150Glasgow & Strathclyde

Document Family

Hide related notices
NOV302255: SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)
Publication Date: 25/11/2017
Deadline: 10/01/2018
Notice Type: 02 Contract Notice
Authority name: Scottish Enterprise
MAR313782: SE External Audit Service - SE Subsidiary Companies & Pension and Life Assurance Scheme (P18-0070)
Publication Date: 17/03/2018
Notice Type: 03 Contract Award Notice - Successful Supplier(s)
Authority name: Scottish Enterprise

Further Instructions

The Buyer has attached further instructions with this notice. Please read these carefully and take the necessary action(s).

Record your interest in this notice and you will be automatically sent clarifications and deadline date changes etc. Please note that recording your interest does not automatically enter you into the tender process for this notice, you still have to submit your response by the deadline stated. To record an interest in this notice and add it to your interests list please click the Record your interest now button at the top of the page.

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the Record your interest now button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the Record your interest now button at the top of the page.

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Alternatively, you can download all current documents (Zip File)

Current Documents

CreatedNameDescriptionSizeDownloads
25/11/2017 Invitation to Tender (P18-0070) FINAL Invitation to Tender (P18-0070)99.99 KB29
25/11/2017 Clause 3.12 - Health and Safety policy SE H&S policy referenced in clause 3.12 of the T&Cs389.99 KB11
25/11/2017 Clause 3.12 - Infomation Security Policy SE Information Security policy referenced in clause 3.12 of the T&Cs172.62 KB10
25/11/2017 Clause 12.7 - Information classification and handling policy SE Information classification and handling policy referenced in clause 12.7 of the T&Cs383.62 KB10
27/11/2017 ESPD (P18-0070) FINAL European Single Procurement Document (ESPD) Scotland (P18-0070) - updated with OJEU number126.63 KB19

Replaced Documents

CreatedNameDescriptionSize
25/11/2017ESPD (P18-0070) FINALEuropean Single Procurement Document (ESPD) Scotland (P18-0070)126.73 KB

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