Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Pennaf Ltd
72 Ffordd William Morgan, St Asaph Business Park, Denbighshire
St Asaph
LL17 OJD
UK
Contact person: John Lowery
Telephone: +44 1745536836
E-mail: john.lowery@pennaf.co.uk
NUTS: UKL13
Internet address(es)
Main address: http://www.pennafgroup.co.uk
Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA21673
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
https://www.sell2wales.gov.wales/authority/library_view.aspx?ID=AA21673&Type=3
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent to the abovementioned address
I.4) Type of the contracting authority
Other: Housing Association
I.5) Main activity
Housing and community amenities
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
External Audit Service
II.1.2) Main CPV code
79212000
II.1.3) Type of contract
Services
II.1.4) Short description
External Audit Service
II.1.5) Estimated total value
Value excluding VAT:
150 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.3) Place of performance
NUTS code:
UKL13
Main site or place of performance:
St Asaph
II.2.4) Description of the procurement
Statutory Audit Service fro 3 years
II.2.5) Award criteria
Criteria below:
Quality criterion: Tender Submission
/ Weighting: 30
Quality criterion: Interview
/ Weighting: 30
Price
/ Weighting:
40
II.2.6) Estimated value
Value excluding VAT:
150 000.00
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:
After initial 3 years
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
Yes
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
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:
- A high quality provider of external audit services is appointed
- The successful firm has extensive experience in auditing financial statements for Registered Social Landlords in Wales / Registered Providers in England of similar or larger size and complexity through its external audit service
- The service is delivered from a local office
- Ensure the appointed audit firm is in place in readiness for the review of the financial statements for the year to 31 March 2018
- Appoint a firm who will provide high standards of professional service
- Maximise the use of technology, client self-service and automation to facilitate the process
- Identify and set out principal audit requirements (PBC list) well in advance
- Appoint a firm who will provide excellent value for money
- Work with an audit partner and team who will add value to our services and who have broad industry experience and knowledge
- Can demonstrate resilience (in the event of a loss of key contact personnel)
- Work well with finance teams and external auditors, currently Mazars
- Provide access to local seminars, briefings on key issues, Government policy, Budgets, Brexit, and other non-sector intelligence
- Demonstrate broad and extensive corporate resources.
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
Participation is reserved to a particular profession: Yes
Reference to the relevant law, regulation or administrative provision:
Chartered Accountancy
III.2.2) Contract performance conditions
Your approach to provision of other services under AQR scope.
Overall approach to quality assurance for AQR scope clients.
Approach to potential conflicts
Policies on independence, rotation and compliance with regulatory and professional bodies
Processes that your firm will employ to address matters related to client satisfaction, performance measurement and continuous improvement
Disclosure of actions recorded against the Firm and any actions pending
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
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
No
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
24/10/2017
Local time: 12:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until:
29/12/2017
IV.2.7) Conditions for opening of tenders
Date:
24/10/2017
Local time: 12:00
Place:
72 Ffordd William Morgan
St Asaph Business Park
St Asaph
LL17 0JD
Information about authorised persons and opening procedure:
John Lowery
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.3) Additional information
NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=70995.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(WA Ref:70995)
VI.4) Procedures for review
VI.4.1) Review body
Pennaf Ltd
72 Ffordd William Morgan, St Asaph Business Park, Denbighshire
St Asaph
LL17 OJD
UK
Telephone: +44 3003437272
E-mail: john.lowery@pennaf.co.uk
Internet address(es)
URL: http://www.pennafgroup.co.uk
VI.5) Date of dispatch of this notice
12/09/2017