External Auditor Services

{
  "id": "007867-2025",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "6",
        "value": 2,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
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        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
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      {
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        "value": 0,
        "measure": "foreignBidsFromEU",
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        "value": 0,
        "measure": "foreignBidsFromNonEU",
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      {
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        "value": 2,
        "measure": "electronicBids",
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  },
  "date": "2025-03-04T14:35:03Z",
  "ocid": "ocds-h6vhtk-04c112",
  "buyer": {
    "id": "GB-FTS-62457",
    "name": "Development Bank of Wales"
  },
  "awards": [
    {
      "id": "007867-2025-DBW000116.00-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-139762",
          "name": "FORVIS MAZARS LLP"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "DBW00116.00",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "description": "DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:\nThe audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.\nThe audit of the group’s subsidiary accounts, to include:\nLimited companies and General partners, prepared under FRS101\nLimited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102\nClient Asset Sourcebook (CASS) assurance for FW Capital\nProviding audit confirmations on a Component Auditor basis to Audit Wales.\nPlease note that the successful bidder will also be required to share the Group Audit Completion Memo with Welsh Government employees.\nSelection Process\nThe tender process will include four stages as follows:\nAssessment of Capability and Knowledge – this will be a written submission in response to the questions in the Technical Envelope on etenderWales.\nSubmission of Fees – bidders are requested to submit their proposed fees for the services using the template provided in the attachment section on etenderWales. Volume 2 Commercial Evaluation.\nPresentation – following the evaluation of the written and commercial submissions, the four top scoring bidders will be asked to attend a presentation with members of DBWs Audit and Risk Committee (ARC) and senior members of the finance team. The topic of the presentation is set out in Section 12 of the ITT Volume 1. We expect senior members of the audit team to be present.\nInformal meeting with key members of the finance team - the four top scoring bidders that proceed to the presentation stage will be asked to attend an informal meeting with key members of the finance team. This will not be scored as part of the bid. Additional information: Please refer to scope within Volume 1 ITT for further information",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Presentation",
              "type": "quality",
              "description": "10"
            },
            {
              "name": "Technical Evaluation",
              "type": "quality",
              "description": "60"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        }
      }
    ],
    "items": [
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        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Cardiff"
        },
        "deliveryAddresses": [
          {
            "region": "UK"
          }
        ],
        "additionalClassifications": [
          {
            "id": "79212100",
            "scheme": "CPV",
            "description": "Financial auditing services"
          },
          {
            "id": "79212000",
            "scheme": "CPV",
            "description": "Auditing services"
          }
        ]
      }
    ],
    "title": "External Auditor Services",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:\nThe audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.\nThe audit of the group’s subsidiary accounts, to include:\nLimited companies and General partners, prepared under FRS101\nLimited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102\nClient Asset Sourcebook (CASS) assurance for FW Capital\nProviding audit confirmations on a Component Auditor basis to the Welsh Audit Wales Office.",
    "classification": {
      "id": "79212000",
      "scheme": "CPV",
      "description": "Auditing services"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-62457",
      "name": "Development Bank of Wales",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UKL",
        "locality": "Wrexham",
        "postalCode": "LL13 7Y",
        "countryName": "United Kingdom",
        "streetAddress": "Development Bank of Wales plc, Unit J, Yale Business Village, Ellis Way"
      },
      "details": {
        "url": "http://www.developmentbank.wales",
        "buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0555",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "scheme": "COFOG",
            "description": "Finance"
          }
        ]
      },
      "identifier": {
        "legalName": "Development Bank of Wales"
      },
      "contactPoint": {
        "name": "leanne m millard",
        "email": "procurement@developmentbank.wales",
        "faxNumber": "+44 2920338101",
        "telephone": "+44 2920338100"
      }
    },
    {
      "id": "GB-FTS-139762",
      "name": "FORVIS MAZARS LLP",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "EC4M7AU",
        "countryName": "United Kingdom",
        "streetAddress": "30 Old Bailey"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "legalName": "FORVIS MAZARS LLP"
      },
      "contactPoint": {
        "telephone": "+44 7770980213"
      }
    },
    {
      "id": "GB-FTS-111",
      "name": "High Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "postalCode": "WC2A 2LL",
        "countryName": "United Kingdom",
        "streetAddress": "Royal Courts of Justice, The Strand"
      },
      "identifier": {
        "legalName": "High Court"
      },
      "contactPoint": {
        "telephone": "+44 2079477501"
      }
    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "007867-2025-DBW000116.00-1",
      "value": {
        "amount": 3350000,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "007867-2025-DBW000116.00-1",
      "dateSigned": "2025-03-04T00:00:00Z"
    }
  ],
  "description": "Please refer to Volume 1 ITT for further information.  In order for commercially sensitive information to be shared a NDA will need to be completed and returned.\n(WA Ref:148724)",
  "initiationType": "tender"
}

{
  "id": "038568-2024",
  "tag": [
    "tender"
  ],
  "date": "2024-11-29T11:11:00Z",
  "ocid": "ocds-h6vhtk-04c112",
  "buyer": {
    "id": "GB-FTS-62457",
    "name": "Development Bank of Wales"
  },
  "tender": {
    "id": "DBW00116.00",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "renewal": {
          "description": "3 year extension in 12 month increments"
        },
        "hasOptions": false,
        "hasRenewal": true,
        "description": "DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:\nThe audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.\nThe audit of the group’s subsidiary accounts, to include:\nLimited companies and General partners, prepared under FRS101\nLimited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102\nClient Asset Sourcebook (CASS) assurance for FW Capital\nProviding audit confirmations on a Component Auditor basis to Audit Wales.\nPlease note that the successful bidder will also be required to share the Group Audit Completion Memo with Welsh Government employees.\nSelection Process\nThe tender process will include four stages as follows:\nAssessment of Capability and Knowledge – this will be a written submission in response to the questions in the Technical Envelope on etenderWales.\nSubmission of Fees – bidders are requested to submit their proposed fees for the services using the template provided in the attachment section on etenderWales. Volume 2 Commercial Evaluation.\nPresentation – following the evaluation of the written and commercial submissions, the four top scoring bidders will be asked to attend a presentation with members of DBWs Audit and Risk Committee (ARC) and senior members of the finance team. The topic of the presentation is set out in Section 12 of the ITT Volume 1. We expect senior members of the audit team to be present.\nInformal meeting with key members of the finance team - the four top scoring bidders that proceed to the presentation stage will be asked to attend an informal meeting with key members of the finance team. This will not be scored as part of the bid. Additional information: Please refer to scope within Volume 1 ITT for further information",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Presentation",
              "type": "quality",
              "description": "10"
            },
            {
              "name": "Technical Evaluation",
              "type": "quality",
              "description": "60"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2027-02-12T23:59:59Z",
          "startDate": "2025-02-13T00:00:00Z"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
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          "description": "Cardiff"
        },
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          {
            "region": "UK"
          }
        ],
        "additionalClassifications": [
          {
            "id": "79212100",
            "scheme": "CPV",
            "description": "Financial auditing services"
          },
          {
            "id": "79212000",
            "scheme": "CPV",
            "description": "Auditing services"
          }
        ]
      }
    ],
    "title": "External Auditor Services",
    "status": "active",
    "documents": [
      {
        "id": "economic",
        "documentType": "economicSelectionCriteria"
      },
      {
        "id": "technical",
        "documentType": "technicalSelectionCriteria"
      }
    ],
    "bidOpening": {
      "date": "2025-01-06T12:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "recurrence": {
      "description": "2030"
    },
    "awardPeriod": {
      "startDate": "2025-01-06T12:00:00Z"
    },
    "description": "DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:\nThe audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.\nThe audit of the group’s subsidiary accounts, to include:\nLimited companies and General partners, prepared under FRS101\nLimited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102\nClient Asset Sourcebook (CASS) assurance for FW Capital\nProviding audit confirmations on a Component Auditor basis to the Welsh Audit Wales Office.",
    "tenderPeriod": {
      "endDate": "2025-01-06T12:00:00Z"
    },
    "contractTerms": {
      "performanceTerms": "Please refer to the ITT for further information",
      "hasElectronicPayment": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": true,
    "classification": {
      "id": "79212000",
      "scheme": "CPV",
      "description": "Auditing services"
    },
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      "languages": [
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      ],
      "bidValidityPeriod": {
        "durationInDays": 90
      }
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    "submissionMethod": [
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    ],
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://etenderwales.bravosolution.co.uk/",
    "procurementMethodDetails": "Open procedure"
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  "parties": [
    {
      "id": "GB-FTS-62457",
      "name": "Development Bank of Wales",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UKL",
        "locality": "Wrexham",
        "postalCode": "LL13 7Y",
        "countryName": "United Kingdom",
        "streetAddress": "Development Bank of Wales plc, Unit J, Yale Business Village, Ellis Way"
      },
      "details": {
        "url": "http://www.developmentbank.wales",
        "buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0555",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "scheme": "COFOG",
            "description": "Finance"
          }
        ]
      },
      "identifier": {
        "legalName": "Development Bank of Wales"
      },
      "contactPoint": {
        "url": "https://etenderwales.bravosolution.co.uk/",
        "name": "leanne m millard",
        "email": "procurement@developmentbank.wales",
        "faxNumber": "+44 2920338101",
        "telephone": "+44 2920338100"
      }
    },
    {
      "id": "GB-FTS-111",
      "name": "High Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "postalCode": "WC2A 2LL",
        "countryName": "United Kingdom",
        "streetAddress": "Royal Courts of Justice, The Strand"
      },
      "identifier": {
        "legalName": "High Court"
      },
      "contactPoint": {
        "telephone": "+44 2079477501"
      }
    }
  ],
  "language": "en",
  "description": "Please refer to Volume 1 ITT for further information.  In order for commercially sensitive information to be shared a NDA will need to be completed and returned.\nNOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=146397\n(WA Ref:146397)\nThe buyer considers that this contract is suitable for consortia.",
  "initiationType": "tender"
}