Financial Services: External Audit & EU Grants Audit

  Financial Services is using Delta eSourcing to run this tender exercise

Notice Summary
Title: External Audit & EU Grants Audit
Notice type: Contract Notice
Authority: Financial Services
Nature of contract: Not applicable
Procedure: Open
Short Description: The University of Leeds requires a supplier(s); To provide an external audit service in compliance with the Financial Memorandum between the Higher Education Funding Council for England (HEFCE) and the University of Leeds, and in accordance with the Audit Code of Practice at Annex B of that memorandum. http://www.hefce.ac.uk/pubs/hefce/2010/10_19/ (Lot 1) To provide the External EU FP7 and H2020 Audit service (Lot 2) The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier(s).
Published: 10/08/2018 10:54
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UK-Leeds: Auditing services.
Section I: Contracting Authority
      I.1) Name and addresses
             University of Leeds
             Purchasing Office, 1 - 3 Lifton Villas, Lifton Place, Leeds, LS2 9JZ, United Kingdom
             Tel. +44 1133431528, Email: a.b.waters@leeds.ac.uk
             Contact: Ben Waters
             Main Address: www.leeds.ac.uk, Address of the buyer profile: http://www.delta-esourcing.com/tenders/UK-title/8DVVZ6A8V2
             NUTS Code: UKE42
      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-Leeds:-Auditing-services./8DVVZ6A8V2
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via http://www.delta-esourcing.com/tenders/UK-title/8DVVZ6A8V2 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
            Education

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: External Audit & EU Grants Audit       
      Reference Number: 3299
      II.1.2) Main CPV Code:
      79212000 - Auditing services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The University of Leeds requires a supplier(s);

To provide an external audit service in compliance with the Financial Memorandum between the Higher Education Funding Council for England (HEFCE) and the University of Leeds, and in accordance with the Audit Code of Practice at Annex B of that memorandum. http://www.hefce.ac.uk/pubs/hefce/2010/10_19/ (Lot 1)

To provide the External EU FP7 and H2020 Audit service (Lot 2)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier(s).       
      II.1.5) Estimated total value:
      Value excluding VAT: Not Provided       
      Currency: Not Provided
      II.1.6) Information about lots:
      This contract is divided into lots: Yes       
      Tenders may be submitted for: All lots
      Maximum number of lots that may be awarded to one tenderer: 2
      The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Not provided

II.2) Description
II.2) Description Lot No. 1
      
      II.2.1) Title: External Audit       
      Lot No: 1       
      II.2.2) Additional CPV codes:
      79212000 - Auditing services.
      
      II.2.3) Place of performance:
      UKE42 Leeds
      
      II.2.4) Description of procurement: The University of Leeds requires a supplier(s);

To provide an external audit service in compliance with the Financial Memorandum between the Higher Education Funding Council for England (HEFCE) and the University of Leeds, and in accordance with the Audit Code of Practice at Annex B of that memorandum. http://www.hefce.ac.uk/pubs/hefce/2010/10_19/ (Lot 1)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier(s).
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: Not provided       
      Currency: Not provided       
      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: The contract can be extended for up to a further 4 years taking the maximum possible term to 7 years.
      
      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: It is anticipated that the contract value over 7 years is likely to be between £750,000 and £1,000,000       
II.2) Description Lot No. 2
      
      II.2.1) Title: External EU FP7 and H2020 Audit       
      Lot No: 2       
      II.2.2) Additional CPV codes:
      79212000 - Auditing services.
      
      II.2.3) Place of performance:
      UKE42 Leeds
      
      II.2.4) Description of procurement: The University of Leeds requires a supplier;

To provide the External EU FP7 and H2020 Audit service (Lot 2)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: Not provided       
      Currency: Not provided       
      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: The contract can be extended for up to a further 4 years taking the maximum possible term to 7 years.
      
      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:          
      Not Provided       
      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: Yes       
   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: 31/10/2018 Time: 14:00
            
      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): 4
      
      IV.2.7) Conditions for opening of tenders:
         Date: 31/10/2018
         Time: 15:00
         Place:
         Leeds
      

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 No       
   Electronic payment will be used No       
   VI.3) Additional Information: For more information about this opportunity, please visit the Delta eSourcing portal at:
https://neupc.delta-esourcing.com/tenders/UK-UK-Leeds:-Auditing-services./8DVVZ6A8V2

To respond to this opportunity, please click here:
https://neupc.delta-esourcing.com/respond/8DVVZ6A8V2
   VI.4) Procedures for review
   VI.4.1) Review body:
             University of Leeds
       Leeds, United Kingdom
   VI.4.2) Body responsible for mediation procedures:
Not provided
   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:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 10/08/2018

Annex A


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UK-Leeds: Auditing services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       University of Leeds
       Purchasing Office, 1 - 3 Lifton Villas, Lifton Place, Leeds, LS2 9JZ, United Kingdom
       Tel. +44 1133431528, Email: a.b.waters@leeds.ac.uk
       Contact: Ben Waters
       Main Address: www.leeds.ac.uk, Address of the buyer profile: http://www.delta-esourcing.com/tenders/UK-title/8DVVZ6A8V2
       NUTS Code: UKE42

   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.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Education

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: External Audit & EU Grants Audit            
      Reference number: 3299

      II.1.2) Main CPV code:
         79212000 - Auditing services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: The University of Leeds requires a supplier(s);

To provide an external audit service in compliance with the Financial Memorandum between the Higher Education Funding Council for England (HEFCE) and the University of Leeds, and in accordance with the Audit Code of Practice at Annex B of that memorandum. http://www.hefce.ac.uk/pubs/hefce/2010/10_19/ (Lot 1)

To provide the External EU FP7 and H2020 Audit service (Lot 2)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier(s).

      II.1.6) Information about lots
         This contract is divided into lots: Yes
                  
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 840,000
                  
         Currency:GBP            

   II.2) Description (lot no. 1)
   

      II.2.1) Title:External Audit   
      Lot No:1

      II.2.2) Additional CPV code(s):
            79212000 - Auditing services.


      II.2.3) Place of performance
      Nuts code:
      UKE42 - Leeds
   
      Main site or place of performance:
      Leeds
             

      II.2.4) Description of the procurement: The University of Leeds requires a supplier(s);

To provide an external audit service in compliance with the Financial Memorandum between the Higher Education Funding Council for England (HEFCE) and the University of Leeds, and in accordance with the Audit Code of Practice at Annex B of that memorandum. http://www.hefce.ac.uk/pubs/hefce/2010/10_19/ (Lot 1)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier(s).

      II.2.5) Award criteria:
      Quality criterion - Name: Quality / Weighting: 80
                  
      Cost criterion - Name: Audit Fees / Weighting: 20
            

      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: It is anticipated that the contract value over 7 years is likely to be between £750,000 and £1,000,000

   II.2) Description (lot no. 2)
   

      II.2.1) Title:External EU FP7 and H2020 Audit   
      Lot No:2

      II.2.2) Additional CPV code(s):
            79212000 - Auditing services.


      II.2.3) Place of performance
      Nuts code:
      UKE42 - Leeds
   
      Main site or place of performance:
      Leeds
             

      II.2.4) Description of the procurement: The University of Leeds requires a supplier;

To provide the External EU FP7 and H2020 Audit service (Lot 2)

The contract for each Lot will be for a period of 3 years. The contract may be extended by up to a further 4 years by agreement between the University and the supplier.

      II.2.5) Award criteria:
      Quality criterion - Name: Quality / Weighting: 85
                  
      Cost criterion - Name: Audit Fees / Weighting: 15
            

      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: Not Provided


Section IV: Procedure

IV.1) Description

   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       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

   IV.2.1) Previous publication concerning this procedure
       Notice number in the OJEU: 2018/S 155-355979
      
   

   IV.2.9) Information about termination of call for competition in the form of a prior information notice
      The contracting authority will not award any further contracts based on the above prior information notice: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: 1    
   Lot Number: 2    
   Title: External EU FP7 and H2020 Audit

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 25/02/2019

      V.2.2) Information about tenders
         Number of tenders received: 6
         Number of tenders received from SMEs: Not Provided          
         Number of tenders received from tenderers from other EU Member States: Not Provided          
         Number of tenders received from tenderers from non-EU Member States: Not Provided          
         Number of tenders received by electronic means: 6

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No
         
         Contractor (No.1)
             CG Lee Limited T/A LEES Chartered Certified Accountants and Registered Auditors, 04715326
             Ingram House,, Meridian Way,, Norwich, NR7 0TA, United Kingdom
             Internet address: www.grantaudits.co.uk
             NUTS Code: UKH15
            The contractor is an SME: Yes

      V.2.4) Information on value of the contract/lot (excluding VAT)
         Initial estimated total value of the contract/lot: Not Provided          
         Total value of the contract/lot: 350,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         

Award Of Contract (No.2)

   Contract No: 2    
   Lot Number: 1    
   Title: External Audit

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 25/02/2019

      V.2.2) Information about tenders
         Number of tenders received: 1
         Number of tenders received from SMEs: Not Provided          
         Number of tenders received from tenderers from other EU Member States: Not Provided          
         Number of tenders received from tenderers from non-EU Member States: Not Provided          
         Number of tenders received by electronic means: 1

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No
         
         Contractor (No.1)
             Deloitte LLP, OC 303675
             1 City Square, Leeds, LS1 2AL, United Kingdom
             Tel. +44 1132921333
             Internet address: www.deloitte.co.uk
             NUTS Code: UKE42
            The contractor is an SME: No

      V.2.4) Information on value of the contract/lot (excluding VAT)
         Initial estimated total value of the contract/lot: Not Provided          
         Total value of the contract/lot: 490,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://neupc.delta-esourcing.com/delta/viewNotice.html?noticeId=379826655

   VI.4) Procedures for review

      VI.4.1) Review body
          University of Leeds
          Leeds, United Kingdom

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
         Not Provided

   VI.5) Date of dispatch of this notice: 26/02/2019