National Audit Office: CPT_24_08 Audit Data Extraction and Analysis Automation services

UK-Victoria: IT services: consulting, software development, Internet and support.
Section I: Contracting Authority
      I.1) Name and addresses
             National Audit Office
             157-197 Buckingham Palace Road, Victoria, SW1W9SP, United Kingdom
             Tel. +44 77985343, Email: nao.procurement@nao.org.uk
             Main Address: https://www.nao.org.uk/, Address of the buyer profile: https://www.nao.org.uk/
             NUTS Code: UK
      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-Victoria:-IT-services:-consulting%2C-software-development%2C-Internet-and-support./NZX324K636
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://login.bipsolutions.com/casDelta/login?service=https://www.delta-esourcing.com/delta/j_spring_cas_security_check 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
            General public services

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: CPT_24_08 Audit Data Extraction and Analysis Automation services       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      72000000 - IT services: consulting, software development, Internet and support.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The National Audit Office (NAO) is seeking bids from experienced supplier(s) who can provide audit data extraction and analysis automation services to support the audit of NAO's audit clients based on the following lots:
•Lot 1 Financial System Transactions Data Extraction Tool with an estimated contract value of £270,000 inclusive of VAT (£90,000 per annum).

•Lot 2 Financial System Controls Data Extraction and Analysis Tool with an estimated contract value of £150,000 inclusive of VAT (£50,000 per annum).

The new contract (s) will run for an initial 1 year from July 2024, with the option to further extend for a period of up to two years (by two periods of 12 months, 1+1+1). No guarantee is given as to the actual value of the contracts.

The agreement under Lot 1 is open for use by other UK public sector audit bodies, namely Audit Wales, Northern Ireland Audit Office and Audit Scotland only.

Interested suppliers will be able to submit a bid for one or both of the lots.       
      II.1.5) Estimated total value:
      Value excluding VAT: 350,000       
      Currency: GBP
      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: Not provided
      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: Lot 1 Financial System Transactions Data Extraction Tool       
      Lot No: 1       
      II.2.2) Additional CPV codes:
      72000000 - IT services: consulting, software development, Internet and support.
      
      II.2.3) Place of performance:
      UK UNITED KINGDOM
      
      II.2.4) Description of procurement: The selected supplier awarded the contract will be expected to provide an off-the-shelf commercial solution for seamlessly extracting financial data from the finance systems used by the Audit bodies.
The estimated value for this lot 1 will be £270k inclusive of VAT (£90,000 per annum).

The selected supplier(s) will be expected to only store and process all NAO and NAO client data in the UK.
The Supplier shall be able to install (if applicable) and offer training and support for their tooling remotely and, if required, at the NAO’s premises in London as required for installation (if applicable), training and support.
      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: 225,000       
      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: Consideration of contract renewal shall be detailed within ITT Document, Suppliers are requested to refer to the published ITT document for further information.
      
      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: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/NZX324K636       
II.2) Description Lot No. 2
      
      II.2.1) Title: Lot 2 Financial System Controls Data Extraction and Analysis Tool       
      Lot No: 2       
      II.2.2) Additional CPV codes:
      72000000 - IT services: consulting, software development, Internet and support.
      
      II.2.3) Place of performance:
      UK UNITED KINGDOM
      
      II.2.4) Description of procurement: The selected supplier awarded the contract will be expected to provide a system that will be able to extract data pertaining to user and control configurations from ERP systems into a standard format and then analyse said data as appropriate for our audit needs to support our external statutory financial audits where those audits seek to test application and general IT dependent controls.

The estimated value for this lot 2 will be £150k inclusive of VAT (£50,000 per annum).

The selected supplier(s) will be expected to only store and process all NAO and NAO client data in the UK.
The Supplier shall be able to install (if applicable) and offer training and support for their tooling remotely and, if required, at the NAO’s premises in London as required for installation (if applicable), training and support.
      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: 125,000       
      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: Consideration of contract renewal shall be detailed within ITT Document, Suppliers are requested to refer to the published ITT document for further information.
      
      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: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/NZX324K636       


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:          
      Please refer to Invitation to Tender (ITT) documentation for further details.
Registering for access:
The system that NAO will use to electronically conduct this procurement exercise is Delta eSourcing system at https://login.bipsolutions.com/casDelta/login?service=https://www.delta-esourcing.com/delta/j_spring_cas_security_check.
If organisations are interested in this new contract opportunity, then register onto the system by clicking the " Register as a Supplier" link.
Once logged into the system, organisations will be able to locate this procurement by using the Access Code number NZX324K636.
Then select "Register Interest" to be able to access the documentation for this procurement and subsequently submit your response.
For assistance, please contact the Delta Help Desk on 0800 923 9236.    
      III.1.2) Economic and financial standing       
      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
      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: 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: 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: 29/05/2024 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: 29/05/2024
         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.The NAO considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any acceptance of organisations onto the DPS will be based solely on the criteria set out for the procurement documentation.

The NAO would like to invite interested providers to attend a Virtual Q&A session taking place on Thursday 2nd May 2024 from 9.30 until 10.30am. The purpose of this Q&A session is to offer attendees the opportunity to raise clarifications on the Audit Automation and Analytics Services procurement process.

If organisations are interested in attending the Virtual Market Engagement event, then send expressions of interest via email to nao.procurement@nao.org.uk by 12 noon on Tuesday 30th April 2024

The email will need to include your name, position, organisation and contact details alongside the names and positions of other colleagues wishing to attend. Further details will be made available nearer the time of the event.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Victoria:-IT-services:-consulting%2C-software-development%2C-Internet-and-support./NZX324K636

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/NZX324K636
   VI.4) Procedures for review
   VI.4.1) Review body:
             National Audit Office
       157-197 Buckingham Palace Road, Victoria, SW1W 9SP, United Kingdom
       Tel. +44 7987372
   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: 24/04/2024

Annex A