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Notice Details

Title: Higher Education VAT Consultancy Services
Published by: Swansea University
Publication Date: 29/08/2016
Deadline Date: 30/09/2016
Deadline Time: 12:00
Notice Type: 02 Contract Notice
Has Documents: No
Has ESPD: No
Abstract: Swansea University requires a consultant to provide both specialist Higher Education VAT advice and general VAT advice to the University and its wholly owned subsidiaries, including but not limited to Swansea Materials Research and Testing Limited, Swansea Innovations Limited, Specific Innovations Limited and The Dylan Thomas Prize Limited.
CPV: 66171000, 66171000.

Contract notice

Directive 2014/24/EU - Public Sector Directive

Section I: Contracting Change authority

I.1) Name and addresses

Swansea University

Procurement - Finance, Swansea University, Singleton Park

Swansea

SA2 8PP

UK

Telephone: +44 1792295890

E-mail: purchasing@swansea.ac.uk

NUTS: UKL18

Internet address(es)

Main address: www.swansea.ac.uk

Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0345

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://etenderwales.bravosolution.co.uk


Additional information can be obtained from another address:

https://etenderwales.bravosolution.co.uk

https://etenderwales.bravosolution.co.uk

UK

E-mail: o.n.cullen@swansea.ac.uk

NUTS: UKL

Internet address(es)

Main address: https://etenderwales.bravosolution.co.uk

Tenders or requests to participate must be sent electronically to:

https://etenderwales.bravosolution.co.uk


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

Higher Education VAT Consultancy Services

Reference number: T08(17)

II.1.2) Main CPV code

66171000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Swansea University requires a consultant to provide both specialist Higher Education VAT advice and general VAT advice to the University and its wholly owned subsidiaries, including but not limited to Swansea Materials Research and Testing Limited, Swansea Innovations Limited, Specific Innovations Limited and The Dylan Thomas Prize Limited.

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66171000

II.2.3) Place of performance

NUTS code:

UKL


Main site or place of performance:

Swansea University

II.2.4) Description of the procurement

Swansea University seeks to appoint a Consultant in order to deliver Higher Education VAT Consultancy Services for a period of three years with the option to extend the contract for a further one year period.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

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: No

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: Yes

Identification of the project:

This contract may be used for existing or future EU funded projects.

II.2.14) Additional information

Suppliers bidding for this requirement should note that due to the subject matter of this contract, no work can be promised.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

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

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: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 30/09/2016

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

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 30/09/2016

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

The consultant shall provide both specialist Higher Education VAT advice and general VAT advice to the University and its wholly owned subsidiaries, including but not limited to Swansea Materials Research and Testing Limited, Swansea Innovations Limited, Specific Innovations Limited and The Dylan Thomas Prize Limited.

1. The VAT Consultant will provide a VAT “help desk” facility.

The help desk will be used by University staff who manage the VAT for the University. The help desk would be expected to provide advice on adhoc queries within a reasonable timeframe (one working day unless exceptional circumstances). These queries would not attract an additional charge and would be covered by the help desk agreement. More complex queries would not go to the help desk and would be chargeable separately. There should be an annual charge for the help desk facility based on reasonable use.

2. Attendance at Quarterly Meetings

The VAT Consultant will provide quarterly meetings held at the University’s premises with staff from Finance and Estates.

There should be an annual charge to cover all quarterly meetings

3. Capital Works

The VAT consultant would be expected to work with Estates, Finance and other relevant members of staff for capital projects, leading on the VAT planning for the buildings, zero rating calculations and other associated VAT issues on capital builds.

4. Revenue Transactions

The VAT consultant would be expected to assist where required on all aspects of VAT on revenue transactions for more complex issues.

5. HMRC

The VAT consultant would be expected to liaise with HMRC on behalf of the University for VAT issues as deemed necessary by the University.

6. Legislation Updates, Court Cases and Tribunal Cases

As part of the annual service, the VAT consultant would be expected to notify the University of legislation updates, Court Cases or Tribunal Cases which may impact the University, positively or negatively, on a timely basis. Where additional work is requested as a result of legislation changes this would become chargeable work.

7. Review Work

Review of the nominal ledger, VAT returns, partial exemption calculations and Capital Goods Scheme calculations as requested

8. Research Grants

The provision of VAT advice and assistance on research grants as requested by either the Research team or the Finance Department.

9. VAT Training Course

The provision of a VAT Training Course specific to the Higher Education sector.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at http://www.sell2wales.gov.wales/search/search_switch.aspx?ID=52329

(WA Ref:52329)

VI.4) Procedures for review

VI.4.1) Review body

Swansea University

Procurement - Finance, Swansea University, Singleton Park

Swansea

SA2 8PP

UK

Telephone: +44 1792295890

Internet address(es)

URL: www.swansea.ac.uk

VI.5) Date of dispatch of this notice

26/08/2016


Information added to the notice since publication.

Additional information added to the notice since it's publication.
No further information has been uploaded.
Main Contact: purchasing@swansea.ac.uk
Admin Contact: N/a
Technical Contact: N/a
Other Contact: N/a

Commodity Categories

Commodity Categories
IDTitleParent Category
66171000Financial consultancy servicesFinancial consultancy, financial transaction processing and clearing-house services

Delivery Locations

Delivery Locations
IDDescription
1017Bridgend and Neath Port Talbot
1018Swansea

Alert Region Restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

Alert Region Restrictions
There are no alert restrictions for this notice.

Document Family

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