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Contract Notice

ID 2123589 DfE Invest NI — Contract for Appointment of Tax Advisors to Invest NI and its Subsidiary

  • First published: 30 April 2019
  • Last modified: 30 April 2019

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
Published by:
Invest NI
Authority ID:
AA0036
Publication date:
30 April 2019
Deadline date:
30 May 2019
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Invest NI wishes to appoint tax advisors (herein referred to as “the Contractor”) to prepare and submit annual corporation tax returns for Invest NI and 2 subsidiaries, BSDL and MRDE as required. In addition, the contractor shall provide ad hoc advice on other tax issues for the Invest NI group as and when needed throughout the contract period.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Invest NI

Bedford Square, 1 Bedford Street

Belfast

BT3 9ED

UK

E-mail: ssdadmin.cpd@finance-ni.gov.uk

NUTS: UK

Internet address(es)

Main address: https://www.investni.com/

Address of the buyer profile: https://www.finance-ni.gov.uk/topics/procurement

I.3) Communication

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

https://etendersni.gov.uk/epps


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

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

ID 2123589 DfE Invest NI — Contract for Appointment of Tax Advisors to Invest NI and its Subsidiary Companies

Reference number: 2123589

II.1.2) Main CPV code

79221000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Invest NI wishes to appoint tax advisors (herein referred to as “the Contractor”) to prepare and submit annual corporation tax returns for Invest NI and 2 subsidiaries, BSDL and MRDE as required. In addition, the contractor shall provide ad hoc advice on other tax issues for the Invest NI group as and when needed throughout the contract period.

II.1.5) Estimated total value

Value excluding VAT: 165 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

79222000

II.2.3) Place of performance

NUTS code:

UKN

II.2.4) Description of the procurement

Invest NI wishes to appoint tax advisors (herein referred to as “the Contractor”) to prepare and submit annual corporation tax returns for Invest NI and 2 subsidiaries, BSDL and MRDE as required. In addition, the contractor shall provide ad hoc advice on other tax issues for the Invest NI group as and when needed throughout the contract period.

II.2.5) Award criteria

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

II.2.6) Estimated value

Value excluding VAT: 165 000.00  GBP

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

Duration in months: 60

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: Yes

Description of options:

It is anticipated the contract will commence in July 2019 for three years with options to extend for 2 further periods of 12 months each.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

The pricing strategy applied and the setting of cost/profit margins are a commercial decision for economic operators when submitting a bid for this competition.

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: 30/05/2019

Local time: 15:00

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: 28/08/2019

IV.2.7) Conditions for opening of tenders

Date: 30/05/2019

Local time: 15:30

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

The contractor’s performance on the contract shall be regularly monitored against the KPIs and criteria stated using the contractor’s performance assessment proforma included within the tender documents. As part of its contract management procedures, the client will apply the protocol for managing poor supplier performance contained in Annex D of Procurement Guidance Note PGN 01/12 — Contract management principles and procedures.

The protocol sets out a series of 5 escalating stages to enable the client to manage poor performance by contractors. At Stage 4, as an alternative to terminating the contract, a notice of written warning can be issued to the contractor. At Stage 5, as an alternative to terminating the contract, a notice of unsatisfactory performance can be issued to the contractor. If a contractor has received more than one current notice of written warning the CPD at its discretion, can consider the contractor’s exclusion from future procurement competitions, being undertaken on behalf of bodies covered by the Northern Ireland Public Procurement Policy, for a period of 12 months. If a contractor is subject to a notice of unsatisfactory performance the CPD, at its discretion, can consider the contractor’s exclusion from future procurement competitions, being undertaken on behalf of bodies covered by the Northern Ireland Public Procurement Policy, for a period of 3 years. A central register of suppliers in receipt of current notices and terminations will be maintained by Construction and Procurement Delivery (CPD) and will be publicly available on its website. This register will cover all procurements by bodies subject to Northern Ireland Public Procurement Policy. The contractor shall appoint an account manager who must be equivalent to tax director level or higher. The account manager shall be responsible contractual obligations being met, assuring quality of service, resolving potential difficulties and attending quarterly (and ad hoc) contract review meetings. The client will appoint an authorised representative for the purpose of the contract.

VI.4) Procedures for review

VI.4.1) Review body

The UK does not have any such bodies with responsibility for appeal/mediation procedures

UK

AE

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

CPD will comply with the Public Contracts Regulations 2015 and, where appropriate, will incorporate a standstill period (i.e. a minimum of 10 calendar days) at the point information on the award of contract is communicated to tenderers. This provides time for the unsuccessful tenderers to challenge the award decision before the contract is entered into.

VI.5) Date of dispatch of this notice

26/04/2019

Coding

Commodity categories

ID Title Parent category
79221000 Tax consultancy services Fiscal services
79222000 Tax-return preparation services Fiscal services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

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

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
ssdadmin.cpd@finance-ni.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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