20 Dec 2022 · 036068-2022 · award, contract
{
"id": "036068-2022",
"tag": [
"award",
"contract"
],
"bids": {
"statistics": [
{
"id": "1",
"value": 1,
"measure": "bids",
"relatedLot": "1"
}
]
},
"date": "2022-12-20T15:22:33Z",
"ocid": "ocds-h6vhtk-032ad5",
"buyer": {
"id": "GB-FTS-71475",
"name": "UNIVERSITY OF SOUTHAMPTON"
},
"awards": [
{
"id": "036068-2022-2022UoS-0436-1",
"title": "External Audit Services",
"status": "active",
"suppliers": [
{
"id": "GB-COH-OC303675",
"name": "Deloitte LLP"
}
],
"relatedLots": [
"1"
]
}
],
"tender": {
"id": "2022UoS-0436",
"lots": [
{
"id": "1",
"status": "cancelled",
"hasOptions": false,
"description": "The University requires an external auditor to provide the external audit of the University's annual consolidated financial statements and of the annual financial statements of its relevant UK and overseas subsidiary companies including pensions.\nTenderers must be a UK-registered auditor, registered with a relevant UK accountancy body, and a Malaysian-registered auditor. Where the University requires external audit services to be provided for its overseas subsidiaries, the Tenderer will also need to confirm they (or their subcontractor that will be fulfilling the services locally) are compliant with local auditor registration requirements.\nThe Tenderer will need to confirm they are compliant with the Financial Reporting Council's Code of Ethics particularly in respect of the start date of this Contract and the independence required for working with public interest entities.\nProcurement Process:\nThis procurement process is being conducted as an Open procedure. Tenderers will need to achieve a minimum acceptable qualitative pass mark of 50%. Tenderers who do not achieve an overall qualitative score of 50% or higher will be excluded from the competition and will not receive a Commercial score. The University will tell you that you have been excluded from the procurement and why at the award stage.\nContract Period:\nThe University proposes to enter into a contract for 10 years - this will be the maximum contract period, including any potential extensions with the successful tenderer.\nThis will comprise of an initial contract period of 5 years with an option to extend by a further 5 years subject to satisfactory performance and at the discretion of the University.\nContract Value:\nThe estimated value of the initial 5-year contract term is in the region of £875,000 - £1,375,000 GBP (excluding VAT).\nThe estimated value of the 5-year extension period is £875,000 - £1,375,000 GBP (excluding VAT).\nDetails of current expenditure or potential future uptake are given as a guide based on past purchasing and current planning to assist you in the preparation of your Tender. They should not be interpreted as an undertaking to purchase any goods or services to any particular value and not form part of the Contract. Additional information: Lots: This contract is NOT suitable for splitting into lots. The risk of dividing the requirement into Lots would render the execution of the contract excessively difficult, not cost effective and would undermine proper execution of the contract.",
"awardCriteria": {
"criteria": [
{
"name": "UK-registered auditor",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Malaysian-registered auditor",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Confirmation of independence",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Resourcing",
"type": "quality",
"description": "23%"
},
{
"name": "Relevant Knowledge and Experience",
"type": "quality",
"description": "18%"
},
{
"name": "Audit Approach, Service Delivery Management and Outcomes",
"type": "quality",
"description": "31%"
},
{
"name": "Data Protection",
"type": "quality",
"description": "3%"
},
{
"name": "Commercial",
"type": "cost",
"description": "25%"
}
]
}
}
],
"items": [
{
"id": "1",
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"deliveryAddresses": [
{
"region": "UKJ32"
}
],
"additionalClassifications": [
{
"id": "79212000",
"scheme": "CPV",
"description": "Auditing services"
}
]
}
],
"title": "External Audit Services",
"status": "complete",
"coveredBy": [
"GPA"
],
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"description": "The University requires an external auditor to provide the external audit of the University's annual consolidated financial statements and of the annual financial statements of its relevant UK and overseas subsidiary companies including pensions.\nTenderers must be a UK-registered auditor, registered with a relevant UK accountancy body, and a Malaysian-registered auditor. Where the University requires external audit services to be provided for its overseas subsidiaries, the Tenderer will also need to confirm they (or their subcontractor that will be fulfilling the services locally) are compliant with local auditor registration requirements.\nThe Tenderer will need to confirm they are compliant with the Financial Reporting Council's Code of Ethics particularly in respect of the start date of this Contract and the independence required for working with public interest entities.",
"classification": {
"id": "79212300",
"scheme": "CPV",
"description": "Statutory audit services"
},
"procurementMethod": "open",
"mainProcurementCategory": "services",
"procurementMethodDetails": "Open procedure"
},
"parties": [
{
"id": "GB-FTS-71475",
"name": "UNIVERSITY OF SOUTHAMPTON",
"roles": [
"buyer"
],
"address": {
"region": "UKJ32",
"locality": "SOUTHAMPTON",
"postalCode": "SO171BJ",
"countryName": "United Kingdom",
"streetAddress": "HIGHFIELD CAMPUS,UNIVERSITY ROAD"
},
"details": {
"url": "http://www.southampton.ac.uk",
"classifications": [
{
"id": "BODY_PUBLIC",
"scheme": "TED_CA_TYPE",
"description": "Body governed by public law"
},
{
"id": "09",
"scheme": "COFOG",
"description": "Education"
}
]
},
"identifier": {
"id": "RC000668",
"legalName": "UNIVERSITY OF SOUTHAMPTON",
"schemeEntered": "Royal Charter"
},
"contactPoint": {
"name": "Alice Mashford",
"email": "a.mashford@soton.ac.uk"
}
},
{
"id": "GB-COH-OC303675",
"name": "Deloitte LLP",
"roles": [
"supplier"
],
"address": {
"region": "UKI",
"locality": "London",
"postalCode": "EC4A 3HQ",
"countryName": "United Kingdom",
"streetAddress": "1 New Street Square"
},
"details": {
"scale": "large"
},
"identifier": {
"id": "OC303675",
"scheme": "GB-COH",
"legalName": "Deloitte LLP"
}
},
{
"id": "GB-FTS-8641",
"name": "University of Southampton",
"roles": [
"reviewBody"
],
"address": {
"locality": "Southampton",
"postalCode": "SO17 1BJ",
"countryName": "United Kingdom",
"streetAddress": "University Road"
},
"identifier": {
"legalName": "University of Southampton"
}
}
],
"language": "en",
"contracts": [
{
"id": "036068-2022-2022UoS-0436-1",
"title": "External Audit Services",
"value": {
"amount": 1659210,
"currency": "GBP"
},
"status": "active",
"awardID": "036068-2022-2022UoS-0436-1",
"dateSigned": "2022-11-28T00:00:00Z"
}
],
"initiationType": "tender"
}6 Apr 2022 · 009274-2022 · tender
{
"id": "009274-2022",
"tag": [
"tender"
],
"date": "2022-04-06T15:02:15+01:00",
"ocid": "ocds-h6vhtk-032ad5",
"buyer": {
"id": "GB-FTS-23007",
"name": "UNIVERSITY OF SOUTHAMPTON"
},
"tender": {
"id": "2022UoS-0436",
"lots": [
{
"id": "1",
"value": {
"amount": 2750000,
"currency": "GBP"
},
"status": "active",
"renewal": {
"description": "This contract is likely to be subject to renewal towards the end of this contract period."
},
"hasOptions": false,
"hasRenewal": true,
"description": "The University requires an external auditor to provide the external audit of the University's annual consolidated financial statements and of the annual financial statements of its relevant UK and overseas subsidiary companies including pensions.\nTenderers must be a UK-registered auditor, registered with a relevant UK accountancy body, and a Malaysian-registered auditor. Where the University requires external audit services to be provided for its overseas subsidiaries, the Tenderer will also need to confirm they (or their subcontractor that will be fulfilling the services locally) are compliant with local auditor registration requirements. \nThe Tenderer will need to confirm they are compliant with the Financial Reporting Council's Code of Ethics particularly in respect of the start date of this Contract and the independence required for working with public interest entities.\nProcurement Process: \nThis procurement process is being conducted as an Open procedure. Tenderers will need to achieve a minimum acceptable qualitative pass mark of 50%. Tenderers who do not achieve an overall qualitative score of 50% or higher will be excluded from the competition and will not receive a Commercial score. The University will tell you that you have been excluded from the procurement and why at the award stage.\nContract Period:\nThe University proposes to enter into a Contract for 10 years - this will be the maximum contract period, including any potential extensions with the successful tenderer(s). \nThis will comprise of an initial contract period of 5 years with an option to extend by a further 5 years subject to satisfactory performance and at the discretion of the University. \nContract Value: The estimated value of the initial 5-year contract term is in the region of £875,000 - £1,375,000 GBP (excluding VAT). \nThe estimated value of the 5-year extension period is £875,000 - £1,375,000 GBP (excluding VAT).\nIt is estimated, therefore, that the total value of this contract will be between £1,750,000 and £2,750,000 GBP (excluding VAT).\nDetails of current expenditure or potential future uptake are given as a guide based on past purchasing and current planning to assist you in the preparation of your Tender. They should not be interpreted as an undertaking to purchase any goods or services to any particular value and do not form part of the Contract. Additional information: Lots: This contract is NOT suitable for splitting into lots. The risk of dividing the requirement into Lots would render the execution of the contract excessively technically difficult, not cost effective and would undermine proper execution of the contract.",
"awardCriteria": {
"criteria": [
{
"name": "UK-registered auditor",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Malaysian-registered auditor",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Confirmation of independence",
"type": "quality",
"description": "Pass/Fail"
},
{
"name": "Resourcing",
"type": "quality",
"description": "23%"
},
{
"name": "Relevant Knowledge and Experience",
"type": "quality",
"description": "18%"
},
{
"name": "Audit Approach, Service Delivery Management and Outcomes",
"type": "quality",
"description": "31%"
},
{
"name": "Data Protection",
"type": "quality",
"description": "3%"
},
{
"name": "Commercial",
"type": "cost",
"description": "25%"
}
]
},
"contractPeriod": {
"durationInDays": 3600
},
"submissionTerms": {
"variantPolicy": "notAllowed"
}
}
],
"items": [
{
"id": "1",
"relatedLot": "1",
"deliveryAddresses": [
{
"region": "UKJ32"
}
],
"additionalClassifications": [
{
"id": "79212000",
"scheme": "CPV",
"description": "Auditing services"
}
]
}
],
"title": "External Audit Services",
"value": {
"amount": 2750000,
"currency": "GBP"
},
"status": "active",
"coveredBy": [
"GPA"
],
"bidOpening": {
"date": "2022-06-06T12:01:00+01:00"
},
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"recurrence": {
"description": "This is likely to be re-procured in 2027 or 2032, depending on whether the optional extension is used."
},
"awardPeriod": {
"startDate": "2022-06-06T12:01:00+01:00"
},
"description": "The University requires an external auditor to provide the external audit of the University's annual consolidated financial statements and of the annual financial statements of its relevant UK and overseas subsidiary companies including pensions.\nTenderers must be a UK-registered auditor, registered with a relevant UK accountancy body, and a Malaysian-registered auditor. Where the University requires external audit services to be provided for its overseas subsidiaries, the Tenderer will also need to confirm they (or their subcontractor that will be fulfilling the services locally) are compliant with local auditor registration requirements. \nThe Tenderer will need to confirm they are compliant with the Financial Reporting Council's Code of Ethics particularly in respect of the start date of this Contract and the independence required for working with public interest entities.",
"tenderPeriod": {
"endDate": "2022-06-06T12:00:00+01:00"
},
"contractTerms": {
"hasElectronicPayment": true,
"hasElectronicOrdering": true
},
"hasRecurrence": true,
"classification": {
"id": "79212300",
"scheme": "CPV",
"description": "Statutory audit services"
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"durationInDays": 150
}
},
"submissionMethod": [
"electronicSubmission"
],
"procurementMethod": "open",
"selectionCriteria": {
"criteria": [
{
"type": "suitability",
"appliesTo": [
"supplier"
],
"description": "•\tThe Tenderer must be a registered UK auditor, registered with a recognised UK accountancy body\n•\tThe Tenderer must comply with auditor registration requirements in Malaysia\n•\tThe Tenderer must confirm its compliance with independence requirements, as set out in the Financial Reporting Council's Code of Ethics, specifically in respect of public interest entities and the start date of this Contract."
},
{
"type": "economic",
"appliesTo": [
"supplier"
],
"description": "To support the financial assessment, the University will obtain a Business Risk Report for all Tenderers and every organisation that is being relied on to meet this procurement, using an independent company called Creditsafe.\nThe University reserves the right to exclude a Tenderer or request provision of further assurances such as parent company/bank guarantee or performance bonds where a Tenderer's Business Risk Score is: \"Moderate Risk\"; \"High Risk\"; \"Very High Risk\"; or \"Not Rated\", based on the rating provided by Creditsafe\nWhere a Business Risk Score from our external system is not available, then an alternative method of assessing financial standing will be used. This method is detailed within the Invitation to Tender document set.\nMinimum level(s) of standards possibly required:\nTenderers are advised that a requirement of this procurement is to have in place, or commit to obtain prior to the commencement of the contract, the following minimum insurance levels:\nEmployers (Compulsory) Liability: £10 million GBP per occurrence.\nPublic Liability: £5 million GBP per occurrence.\nProfessional Indemnity Insurance: £5 million GBP per occurrence."
},
{
"type": "technical",
"appliesTo": [
"supplier"
],
"description": "Tenderers attention is drawn to the MANDATORY requirements of the award criteria : \n- Grounds for mandatory exclusion\n- Grounds for discretionary exclusion\n- Economic & Financial Standing\n- Insurance\n- Compliance with equality legislation\n- Health & Safety\n- UK registered auditor\n- Malaysia registered auditor\n- Independence in relation to Financial Reporting Council's Code of Ethics"
},
{
"type": "technical",
"description": "UK-registered auditor - tenderers must be a UK-registered auditor registered with one of the following accountancy bodies:\n•\tAssociation of Authorised Public Accountants (AAPA)\n•\tAssociation of Chartered Certified Accountants (ACCA)\n•\tInstitute of Chartered Accountants in England and Wales (ICAEW)\n•\tInstitute of Chartered Accountants of Scotland (ICAS)\n•\tOther equivalent accountancy body that registers auditors to practice in the United Kingdom\nTenderers must comply with auditor registration requirements in Malaysia:\n1.\tRegistered under Malaysian Institute of Accountant (MIA). A unique registration number is given to each approved registered firm. \n2.\tRegistered under Securities Commission of Malaysia."
}
]
},
"mainProcurementCategory": "services",
"submissionMethodDetails": "https://intendhost.co.uk/universityofsouthampton",
"procurementMethodDetails": "Open procedure"
},
"parties": [
{
"id": "GB-FTS-23007",
"name": "UNIVERSITY OF SOUTHAMPTON",
"roles": [
"buyer"
],
"address": {
"region": "UKJ32",
"locality": "SOUTHAMPTON",
"postalCode": "SO171BJ",
"countryName": "United Kingdom",
"streetAddress": "HIGHFIELD CAMPUS,UNIVERSITY ROAD"
},
"details": {
"url": "https://www.southampton.ac.uk/",
"classifications": [
{
"id": "BODY_PUBLIC",
"scheme": "TED_CA_TYPE",
"description": "Body governed by public law"
},
{
"id": "09",
"scheme": "COFOG",
"description": "Education"
}
]
},
"identifier": {
"legalName": "UNIVERSITY OF SOUTHAMPTON"
},
"contactPoint": {
"url": "https://intendhost.co.uk/universityofsouthampton",
"name": "Alice Mashford",
"email": "procurement@soton.ac.uk"
}
},
{
"id": "GB-FTS-8641",
"name": "University of Southampton",
"roles": [
"reviewBody"
],
"address": {
"locality": "Southampton",
"postalCode": "SO17 1BJ",
"countryName": "United Kingdom",
"streetAddress": "University Road"
},
"identifier": {
"legalName": "University of Southampton"
}
}
],
"language": "en",
"description": "E-Tendering Portal: The University is utilising an electronic tendering tool, In-Tend (https://intendhost.co.uk/universityofsouthampton) to manage this procurement and to communicate with potential suppliers and/or tenderers (as appropriate). \nAll documentation in relation to this tender can be downloaded from In-Tend.\nPotential suppliers/tenderers are advised that there will be no hard copy documents issued and all communications with the University, including the submission of Selection Stage and/or Invitation to Tender responses will be conducted via In-Tend. \nRegular monitoring of the portal is the responsibility of the potential supplier/tenderer.\nIf you are not already registered as a supplier with the University of Southampton, you will need to register in In-Tend in order to access the procurement documentation.\nOnce you have logged in as a supplier: click on 'Tenders'; locate the relevant project; and click 'View Details'. Once you are in the project screen, you will be able to register your organisation against the project and access all documentation by clicking 'Express Interest'.\nPotential suppliers/tenderers are advised that formal expressions of interest in the project must be by way of completion and return of the relevant documents via In-Tend.\nFurther instructions for the submission of responses are below: \nTo submit your return:\n1. Log in\n2. Click 'Tenders'\n3. Locate the relevant project\n4. View details\n5. Click on the tab relating to the relevant project stage (e.g. 'Invitation to Tender')\n6. Click on the 'Attach Documents' button and upload your return.\n7. Check ALL your response documents are uploaded and displayed in the 'My Tender Return' panel. The system will only permit your organisation to make one return.\n8. Click the red 'Submit Return' button.\nPlease note, to preserve the integrity of the procurement, all communications with the University must be made via the correspondence function within In-Tend.\nPublication of Award Details: In accordance with Regulation 50, paragraph (2) of the Public Contracts Regulations 2015 and subject to Article 5 and Annex 5, Part D (13) of Directive 2014/24/EU of the European Parliament and of the Council (if applicable), the University intends to publish the value of any resulting contract at the award stage, and reserves the right to do so. By submitting a response, potential suppliers/tenderers are consenting to publication of this information unless otherwise agreed in advance with the University.\nCosts and Expenses: Potential suppliers/tenderers are solely responsible for their costs and expenses incurred in connection with the preparation and submission of responses and participation in this and all future stages of this procurement. Under no circumstances will the University be liable for any costs or expenses borne by potential suppliers/tenderers or any of their supply chain, partners or advisers in this procurement process. \nThe University is not liable for any costs in the event of the cancellation of this procurement process.",
"initiationType": "tender"
}