University of Lincoln: External Audit Services

UK-Lincoln: Auditing services.
Section I: Contracting Authority
      I.1) Name and addresses
             University of Lincoln
             Campus Way, Lincoln, LN6 7TS, United Kingdom
             Tel. +44 1522886183, Email: sdavey@lincoln.ac.uk
             Contact: Sarah Davey
             Main Address: www.lincoln.ac.uk
             NUTS Code: UKF3
      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: https://www.delta-esourcing.com/tenders/UK-UK-Lincoln:-Auditing-services./FJ563PE88F
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/tenders/UK-UK-Lincoln:-Auditing-services./FJ563PE88F 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: https://www.delta-esourcing.com/tenders/UK-UK-Lincoln:-Auditing-services./FJ563PE88F
      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 Services       
      Reference Number: 207
      II.1.2) Main CPV Code:
      79212000 - Auditing services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The University is seeking to appoint External auditors who have in-depth knowledge and experience of the Higher Education (HE) Sector. The Contract will run for a period of 1 year commencing 1st July 2017. There will be an option for the University to extend the Contract by a period of four further yearly extensions until 30th November 2022. To include:
Statutory audit of the Group financial statements for the year ending 31 July 2017 in accordance with applicable auditing standards
Audit and sign-off of the Teacher’s Pension Scheme (TPS) return in accordance with TPS requirements
Audit and sign-off of the US Federal Loan Return in accordance with US Department of Education requirements
Attendance at relevant meetings of the Governing Body as required
Provision and presentation of an audit findings report to Senior Management and the Governing Body
Provision of technical advice on the adherence to regulatory guidance relevant to University financial statements       
      II.1.5) Estimated total value:
      Value excluding VAT: 200,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      79212000 - Auditing services.
      
      II.2.3) Place of performance:
      UKF3 Lincolnshire
      
      II.2.4) Description of procurement: The University is seeking to appoint External auditors who have in-depth knowledge and experience of the Higher Education (HE) Sector. The Contract will run for a period of 1 year commencing 1st July 2017. There will be an option for the University to extend the Contract by a period of four further yearly extensions until 31st December 2021. To include:
Statutory audit of the Group financial statements for the year ending 31 July 2017 in accordance with applicable auditing standards
Audit and sign-off of the Teacher’s Pension Scheme (TPS) return in accordance with TPS requirements
Audit and sign-off of the US Federal Loan Return in accordance with US Department of Education requirements
Attendance at relevant meetings of the Governing Body as required
Provision and presentation of an audit findings report to Senior Management and the Governing Body
Provision of technical advice on the adherence to regulatory guidance relevant to University financial statements
      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: 200,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 60       
      This contract is subject to renewal: Yes       
      Description of renewals: The Contract will run for a period of 1 year commencing 1st July 2017. There will be an option for the University to extend the Contract by a period of four further yearly extensions until 31st December 2021
      
      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:          
      As stated in the procurement documents    
      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       
      As part of this procurement there is a requirement to provide Careers and Employability support. Additional details can be found in the Invitation to Tender.          
      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: No

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: 20/02/2017 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: Not Provided      
      IV.2.7) Conditions for opening of tenders:
         Date: 20/02/2017
         Time: 12:00
      

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: 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-Lincoln:-Auditing-services./FJ563PE88F

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/FJ563PE88F
   VI.4) Procedures for review
   VI.4.1) Review body:
             University of Lincoln
       Campus Way, Lincoln, LN6 7TS, United Kingdom
       Tel. +44 1522886693
   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: 17/01/2017

Annex A