Sovereign Housing Association : External Audit Services

UK-Newbury: Auditing services.
Section I: Contracting Authority
      I.1) Name and addresses
             Sovereign Housing Association
             Woodlands, Newbury, RG14 5EE, United Kingdom
             Email: john.ralls@sovereign.org.uk
             Contact: John Ralls
             Main Address: http://www.sovereign.org.uk
             NUTS Code: UKK
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: http://www.delta-esourcing.com/tenders/UK-UK-Newbury:-Auditing-services./C7RX5882K4
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via www.delta-esourcing.com to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: External Audit Services       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      79212000 - Auditing services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: Sovereign Housing Association Ltd is seeking to appoint an external auditor for it's annual external audit requirements for a seven year term.       
      II.1.5) Estimated total value:
      Value excluding VAT: 1,260,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      79200000 - Accounting, auditing and fiscal services.
      79210000 - Accounting and auditing services.
      79212100 - Financial auditing services.
      79212300 - Statutory audit services.
      
      II.2.3) Place of performance:
      UK UNITED KINGDOM
      
      II.2.4) Description of procurement: Sovereign Housing Association Ltd is seeking to appoint an external auditor to perform it's annual external audit. This should include:
•Planning and delivery of the external audit programme including liaison with Sovereign staff as required.
•Undertaking of external statutory audits across Sovereign Housing Association (and associated subsidiaries) in compliance with legal and accounting guidance.
•Provision and presentation of external audit reports including scoping, planning and findings. Discussion and agreement of the reports with the relevant committees where required.
•Ensuring senior and qualified staff are provided to lead and deliver the audit.
•Attendance at all Sovereign sites where required as part of the audit process;
•Providing proactive advice and guidance on external audit processes, risk management, and sector related matters;
•Supporting the Group in adopting best practice approaches and maximising value for money.
•Ensuring the group is kept abreast of changes to accounting standards, practices and interpretation and assisting the group to understand, evaluate and implement required changes.
      II.2.5) Award criteria:
            Criteria below
            Quality criterion - Name: Quality / Weighting: 45
            Quality criterion - Name: Presentation / Weighting: 25
                        
            Cost criterion - Name: Price / Weighting: 30
                              
      II.2.6) Estimated value:
      Value excluding VAT: 1,260,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 36       
      This contract is subject to renewal: Yes       
      Description of renewals: 4 x 12 months at SHA's discretion. Note Indicative Contract Value relates to full 7 year term.
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: 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       
      Identification of the project: Not provided             
      II.2.14) Additional information: Not provided       


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:          
      Information is provided in the tender documentation    
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      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: Yes    

Section IV: Procedure
   IV.1) Description OPEN
      IV.1.1) Type of procedure: Open   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: No       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 31/08/2018 Time: 12:00
            
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender:
         Duration in month(s): 3
      
      IV.2.7) Conditions for opening of tenders:
         Date: 31/08/2018
         Time: 18:00
         Place:
         Sovereign Housing Association
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted Yes       
   Electronic payment will be used Yes       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Newbury:-Auditing-services./C7RX5882K4

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/C7RX5882K4
   VI.4) Procedures for review
   VI.4.1) Review body:
             Sovereign Housing Association
       90 Bartholomew Street,, Newbury, RG14 5EE, United Kingdom
       Email: procurement@sovereign.org.uk
   VI.4.2) Body responsible for mediation procedures:
             Sovereign Housing Association
          Woodlands, 90 Bartholomew Street, Newbury, RG14 5EE, United Kingdom
          Email: procurement@sovereign.org.uk
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          Sovereign Housing Association
       90 Bartholomew Street, Newbury, RG14 5EE, United Kingdom
       Email: procurement@sovereign.org.uk
   VI.5) Date Of Dispatch Of This Notice: 16/07/2018

Annex A