Swindon Borough Council: Financial Services for the Recovery of Overpaid Indirect Taxes

  Swindon Borough Council has published this notice through Delta eSourcing

Notice Summary
Title: Financial Services for the Recovery of Overpaid Indirect Taxes
Notice type: Contract Notice
Authority: Swindon Borough Council
Nature of contract: Services
Procedure: Open
Short Description: Provision of Financial Consultancy Services to Swindon Borough Council relating to the recovery of the overpayment of indirect taxes by a local authority. The services will include the submission of claims to H M Customs & Revenue, and other organisations where appropriate, and any appeals, subject to agreement by both parties. The contract will not be for a fixed period of time. It will continue until all claims have been completed and the relevant monies have been refunded.
Published: 08/03/2013 10:29

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UK-Swindon: Financial consultancy services.

Section I: Contracting Authority
   I.1)Name, Addresses and Contact Point(s):
      Swindon Borough Council
      Civic Offices, Euclid Street, Swindon, SN1 2JH, United Kingdom
      Tel. +44 1793463976, Email: psmith2@swindon.gov.uk, URL: www.swindon.gov.uk
      Attn: Paul Smith

      Further information can be obtained at: As Above       
      Specifications and additional documents: As Above       
      Tenders or requests to participate must be sent to: As Above       
   
   I.2)Type of the contracting authority:
      Regional or local authority

   I.3) Main activity:
      General Public Services

   I.4) Contract award on behalf of other contracting authorities:
      Not Provided

Section II: Object Of The Contract: SERVICES
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority: Financial Services for the Recovery of Overpaid Indirect Taxes
      II.1.2)Type of contract and location of works, place of delivery or of performance: SERVICES         
         Service Category: 6

         Region Codes: UKK14 - Swindon         
      II.1.3) Information about a public contract, a framework or a dynamic purchasing system:The notice involves a public contract                                                       
      
      II.1.5)Short description of the contract or purchase:
      Financial consultancy services. Financial and insurance services. Provision of Financial Consultancy Services to Swindon Borough Council relating to the recovery of the overpayment of indirect taxes by a local authority. The services will include the submission of claims to H M Customs & Revenue, and other organisations where appropriate, and any appeals, subject to agreement by both parties. The contract will not be for a fixed period of time. It will continue until all claims have been completed and the relevant monies have been refunded.
         
      II.1.6)Common Procurement Vocabulary:
         66171000 - Financial consultancy services.
         
         66000000 - Financial and insurance services.
         

      II.1.7) Information about Government Procurement Agreement (GPA):
         The contract is covered by the Government Procurement Agreement (GPA): Not Provided      
      II.1.8)Lots:
         This contract is divided into lots: No
      II.1.9)Information about variants:
         Variants will be accepted: Not Provided   
   
   II.2)Quantity Or Scope Of The Contract
      II.2.1)Total quantity or scope:
      The Council will award a single contract for Financial Consultancy Services the Recovery of Overpaid Indirect Taxes.                  
         Estimated value excluding VAT:
         Range between: 1 and 1,500,000
         Currency: GBP
               
      
      II.2.2)Options: Not Provided         
         II.2.3)Information about renewals:
            This contract is subject to renewal: Not Provided         
   II.3)Duration Of The Contract Or Time-Limit For Completion      
      Not Provided
   Information About Lots
               
Section III: Legal, Economic, Financial And Technical Information
   III.1)Conditions relating to the contract
      III.1.1)Deposits and guarantees required:
      Not Provided
      
      III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
      Payment will be made to the successful service provider on a 'no win no fee' basis after the money has been recovered and refunded to Swindon Borough Council.
      
      III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
      Not Provided
      
      III.1.4)Other particular conditions:
         The performance of the contract is subject to particular conditions:Yes       
      If Yes, description of particular conditions:
      Please refer to the tender documentation for further information.      
   III.2)Conditions For Participation
      III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers:
         The Authority will apply all the offences listed in Article 45(1) of Directive 2004/18/EC (implemented as Regulation 23(1) of the Public Contract Regulations (PCR) 2006 in the UK) and all of the professional misconducts listed at Article 45(2) of Directive 2004/18/EC (see also Regulation 23(2) in the PCR 2006) to the decision of whether a Candidate is eligible to be invited to tender.
         
         A full list of these criteria are at http://www.delta-esourcing.com/delta/project/reasonsForExclusion.html#pcr
         
         Candidates will be required to answer these questions as part of the qualification process. For candidates who are registered overseas, you will need to declare if you have any offences/misconduct under your own countries laws, where these laws are equivalent to the Regulation 23 lists. Candidates who have been convicted of any of the offences under Article 45(1) are ineligible and will not be selected to bid, unless there are overriding requirements in the general interest for doing so. Candidates who are guilty of any of the offences, circumstances or misconduct under Article 45(2) may be excluded from being selected to bid at the discretion of the Authority.

      Please refer to documentation for further information.      
      III.2.2)Economic and financial capacity
         Economic and financial capacity - means of proof required:         
         
         Information and formalities necessary for evaluating if requirements are met:
         Please refer to documentation for further information.
      
      III.2.3)Technical capacity
         Technical capacity - means of proof required         
         
         Information and formalities necessary for evaluating if requirements are met:
         Please refer to documentation for further information.         
         Minimum Level(s) of standards possibly required:
         Please refer to documentation for further information.      
      III.2.4)Information about reserved contracts: Not Provided   
   III.3)Conditions Specific To Service Contracts
      III.3.1)Information about a particular profession:
         Execution of the service is reserved to a particular profession: Not Provided      
      III.3.2)Staff responsible for the execution of the service:
         Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: Not Provided
Section IV: Procedure
   IV.1)Type Of Procedure
      IV.1.1)Type of procedure: Open
   
   IV.2)Award Criteria
      IV.2.1)Award criteria:      
         The most economically advantageous tender in terms of
            The criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

      IV.2.2)Information about electronic auction:
         An electronic auction will be used: No       

   IV.3)Administrative Information
      IV.3.1)File reference number attributed by the contracting authority: Not Provided      
      IV.3.2)Previous publication(s) concerning the same contract: Not Provided
      IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document:

      Date: 29/04/2013
      Time-limit for receipt of requests for documents or for accessing documents: 12:00
         Payable documents: No       
      
      IV.3.4)Time-limit for receipt of tenders or requests to participate
         Date: 01/05/2013
         Time: 12:00      
      IV.3.6)Language(s) in which tenders or requests to participate may be drawn up:         English
         
      IV.3.7)Minimum time frame during which the tenderer must maintain the tender Not Provided      
      IV.3.8)Conditions for opening tenders
         Not Provided

Section VI: Complementary Information

   VI.1)This Is A Recurrent Procurement: Not Provided
   VI.2)Information about European Union funds:
      The contract is related to a project and/or programme financed by European Union funds: Not Provided      
   VI.3)Additional Information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=53899187
GO-201338-PRO-4642013 TKR-201338-PRO-4642012
   
   VI.4)Procedures For Appeal
      VI.4.1)Body responsible for appeal procedures:
      Not Provided

      VI.4.2)Lodging of appeals: Not Provided   
   
      VI.4.3)Service from which information about the lodging of appeals may be obtained:
            Not Provided

   VI.5) Date Of Dispatch Of This Notice: 08/03/2013

ANNEX A

View any Notice Addenda

View Award Notice

UK-Swindon: Financial consultancy services.

Section I: Contracting Authority
   Title: UK-Swindon: Financial consultancy services.
   I.1)Name, Addresses and Contact Point(s):
      Swindon Borough Council
      Civic Offices, Euclid Street, Swindon, SN1 2JH, United Kingdom
      Tel. +44 1793463976, Email: psmith2@swindon.gov.uk, URL: www.swindon.gov.uk
      Attn: Paul Smith

   I.2)Type of the contracting authority:
      Regional or local authority

   I.3) Main activity:
      General Public Services

   I.4) Contract award on behalf of other contracting authorities:
      Not Provided

Section II: Object Of The Contract
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority: Financial Services for the Recovery of Overpaid Indirect Taxes      
      II.1.2)Type of contract and location of works:
         SERVICES
         
         Service Category: 6
         
         Region Codes: UKK14 - Swindon         
      II.1.3)Information about a framework or a dynamic purchasing system:
         Not Provided          
      II.1.4)Short description of the contract or purchase(s):
         Financial consultancy services. Financial and insurance services. Provision of Financial Consultancy Services to Swindon Borough Council relating to the recovery of the overpayment of indirect taxes by a local authority. The services will include the submission of claims to H M Customs & Revenue, and other organisations where appropriate, and any appeals, subject to agreement by both parties. The contract will not be for a fixed period of time. It will continue until all claims have been completed and the relevant monies have been refunded.
      II.1.5)Common procurement vocabulary:
         66171000 - Financial consultancy services.
         66000000 - Financial and insurance services.
      II.1.6)Information about Government Procurement Agreement (GPA):
         The contract is covered by the Government Procurement Agreement (GPA): Not Provided
   
   II.2)Total Final Value Of Contract(s)
      II.2.1) Total final value of the contract(s)
         Not Provided

      
Section IV: Procedure
   IV.1) Type Of Procedure
      IV.1.1)Type of procedure: Open
   IV.2)Award Criteria
      IV.2.1)Award criteria: The most economically advantageous tender in terms of:
               
         Criteria - Weighting
         
         Quality - 60
         Price - 40
         
      IV.2.2)Information about electronic auction:
         An electronic auction will be used: No
   
   IV.3)Administrative Information
      IV.3.1)File reference number attributed by the contracting authority: Not Provided          
      IV.3.2)Previous publication(s) concerning the same contract: Not Provided

Section V: Award Of Contract
      
   1: Award And Contract Value
      Contract No: Not Provided

      V.1)Date Of Contract Award: 28/05/2013      
      V.2) Information About Offers
         Number Of Offers Received: 6          
         Number Of Offers Received By Electronic Means: 0       
      V.3)Name And Address Of Economic Operator To Whom The Contract Has Been Awarded:
         Official name: RSM Tenon (part of Baker Tilly)
         Postal address: Chapel House, Westmead Drive, Westlea
         Town: Swindon
         Postal code: SN5 7UN
         Country: United Kingdom
         Email: Nick.burrows@rsmtenon.com
         Telephone: +44 1793603300
         Internet address: www.rsmtenon.com
      V.4)Information On Value Of Contract
         Total final value of the contract
            Lowest offer: 1 /Highest offer: 1,500,000
            Currency: GBP
         If annual or monthly value:
            Number of years: 2
      V.5)Information about subcontracting:
         The contract is likely to be subcontracted: No


Section VI: Complementary Information
   VI.1)Information about European Union funds:
      The contract is related to a project and/or programme financed by European Union funds: Not Provided    
   VI.2)Additional Information:
      To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=72061687
GO-20131224-PRO-5358714 TKR-20131224-PRO-5358713   
   VI.3.1)Body responsible for appeal procedures:
      Not Provided
   VI.3.2)Lodging of appeals: Not Provided    
   VI.3.3)Service from which information about the lodging of appeals may be obtained:
      Not Provided
   
   VI.4)Date Of Dispatch Of This Notice: 24/12/2013