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Contract Award Notice

Provision of VAT Advisory Services - Multi Health Board

  • First published: 17 April 2025
  • Last modified: 17 April 2025
  • Record interest

     

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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:
ocds-kuma6s-150093
Published by:
NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)
Authority ID:
AA0221
Publication date:
17 April 2025
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

This notice details the award of new Contract for the supply of VAT and Financial Services Consultancy services for the following Health Boards/Trusts/Organisations; Aneurin Bevan University Health Board Betsi Cadwaladr University Health Board Cardiff and Vale University Local Health Board Cwm Taf Morgannwg University Health Board Digital Health Care Wales Powys Teaching Local Health Board Public Health Wales NHS Trust Velindre University NHS Trust The awarded bidder will be responsible for: - Evaluation of Contracted Out Services (COS) directives recommended by HM Revenue Customs (HMRC). - Conducting a full review of trading services (where applicable), including the preparation and submission to HMRC of the Annual Partial Exemption Calculation. - Conducting a full review and produce recommendations on capital programmes planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance. - Providing advice on foreign VAT matters. - Reviews of any NHS Designed for Life capital schemes, when required by the relevant Organisation. - Annual audits, as a minimum in addition to the quarterly COS reviews. - Undertake a risk-based approach to ensure, where possible, that correct VAT levels are deployed in advance and to minimise the rectifying events at year-end review. - Providing on-site support prior to and during any inspections, with particular reference to HMRC, that take place. This support will include any ancillary work that relates to the inspection and not just the specific date of the inspection. - Conducting a full review and produce recommendations on endowment expenditure planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance. - Carrying out quarterly COS reviews for all Charitable Funds expenditure and to also conduct a full review of endowment expenditure for the year providing recommendations on bids placed with regard to VAT to maximise the benefits and VAT compliance. - Provide advice on other Indirect Taxes, for example, but not limited to, Climate Change Levy.

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Cardiff and Vale University Health Board

Woodland House, Maes-Y-Coed Rd,

Cardiff

CF14 4HH

UK

Bethan Dyke

+44 2921500836

bethan.dyke@wales.nhs.uk

http://nwssp.nhs.wales/ourservices/procurement-services/

2 Contract Details

2.1

Title

Provision of VAT Advisory Services - Multi Health Board

2.2

Description of the contract

This notice details the award of new Contract for the supply of VAT and Financial Services Consultancy services for the following Health Boards/Trusts/Organisations;

Aneurin Bevan University Health Board

Betsi Cadwaladr University Health Board

Cardiff and Vale University Local Health Board

Cwm Taf Morgannwg University Health Board

Digital Health Care Wales

Powys Teaching Local Health Board

Public Health Wales NHS Trust

Velindre University NHS Trust

The awarded bidder will be responsible for:

- Evaluation of Contracted Out Services (COS) directives recommended by HM Revenue Customs (HMRC).

- Conducting a full review of trading services (where applicable), including the preparation and submission to HMRC of the Annual Partial Exemption Calculation.

- Conducting a full review and produce recommendations on capital programmes planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance.

- Providing advice on foreign VAT matters.

- Reviews of any NHS Designed for Life capital schemes, when required by the relevant Organisation.

- Annual audits, as a minimum in addition to the quarterly COS reviews.

- Undertake a risk-based approach to ensure, where possible, that correct VAT levels are deployed in advance and to minimise the rectifying events at year-end review.

- Providing on-site support prior to and during any inspections, with particular reference to HMRC, that take place. This support will include any ancillary work that relates to the inspection and not just the specific date of the inspection.

- Conducting a full review and produce recommendations on endowment expenditure planned for each financial year to proactively management VAT implications to maximise the benefits for Health Boards/Trusts and ensure compliance.

- Carrying out quarterly COS reviews for all Charitable Funds expenditure and to also conduct a full review of endowment expenditure for the year providing recommendations on bids placed with regard to VAT to maximise the benefits and VAT compliance.

- Provide advice on other Indirect Taxes, for example, but not limited to, Climate Change Levy.

2.3

Notice Coding and Classification

66171000 Financial consultancy services
1000 WALES
1010 West Wales and The Valleys
1011 Isle of Anglesey
1012 Gwynedd
1013 Conwy and Denbighshire
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1017 Bridgend and Neath Port Talbot
1018 Swansea
1020 East Wales
1021 Monmouthshire and Newport
1022 Cardiff and Vale of Glamorgan
1023 Flintshire and Wrexham
1024 Powys

2.4

Estimated Total Value

1162500.00 GBP

3 Procedure

3.1

Type of Procedure

Single stage

4 Award of Contract

4.1

Successful Bidders

4.1.1

Name and Address of successful supplier, contractor or service provider





Ernst & Young Llp

1 More London Place,

London

SE12AF

UK




http://ey.com

5 Other Information

5.1

Reference number attributed to the notice by the contracting authority

CAV-MIN-55998

5.2

Date of Contract Award

 28-03-2025

5.3

Number of tenders received

2

5.4

Other Information

(WA Ref:150093)

5.5

Additional Documentation

N/a

5.6

Publication date of this notice:

 17-04-2025

Coding

Commodity categories

ID Title Parent category
66171000 Financial consultancy services Financial consultancy, financial transaction processing and clearing-house services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
1000 WALES
1010 West Wales and The Valleys

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:
bethan.dyke@wales.nhs.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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