Contract award notice
Results of the procurement procedure
Section I: Contracting
entity
I.1) Name and addresses
NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
UK
Contact person: Todd Jefferies
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.uk
NUTS: UK
Internet address(es)
Main address: https://www.nwupc.ac.uk
Address of the buyer profile: https://in-tendhost.co.uk/nwupc/aspx/Home
I.1) Name and addresses
NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
UK
Telephone: +44 1612348000
E-mail: todd.jefferies@manchester.ac.uk
NUTS: UK
Internet address(es)
Main address: http://www.nwupc.ac.uk
I.2) Joint procurement
The contract involves joint procurement
In the case of joint procurement involving different countries – applicable national procurement law:
I.4) Type of the contracting authority
Other: Sub-central contracting authority
I.5) Main activity
Education
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Financial Services
Reference number: PFB 3114 NW
II.1.2) Main CPV code
79200000
II.1.3) Type of contract
Services
II.1.4) Short description
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. This framework agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. https://www.nwupc.ac.uk/our-members http://www.hepcw.ac.uk/files/2016/01/HEPCW-Members1.pdf https://www.lupc.ac.uk/member-list http://www.neupc.ac.uk/our-members https://www.supc.ac.uk/about-us/our-members/our-members
II.1.6) Information about lots
This contract is divided into lots:
Yes
II.1.7) Total value of the procurement
Value excluding VAT:
150 000 000.00
GBP
II.2) Description
Lot No: 1
II.2.1) Title
Lot 1: Internal Audit
II.2.2) Additional CPV code(s)
79212200
79212200
79212200
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
See tender documents.
II.2.4) Description of the procurement
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a framework agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This framework agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. The framework agreement will be split into 5 lots as follows:
Lot 1: Internal Audit;
Lot 2: External Audit;
Lot 3: Taxation Services;
Lot 4: Accountancy Services;
Lot 5: Treasury Services.
Lot 1 Internal audit includes, but is not limited to, the following scope; internal audits, financial audits, audit strategy and methodology, risk, governance and internal control processes and wider audit services. This list is not exhaustive.
II.2.5) Award criteria
Quality criterion: Customer requirements
/ Weighting: 65
Price
/ Weighting:
35
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
II.2.14) Additional information
This framework may be used for ERDF funded projects.
Lot No: 2
II.2.1) Title
Lot 2: External Audit
II.2.2) Additional CPV code(s)
79212100
79212100
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
See tender documents.
II.2.4) Description of the procurement
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a framework agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This framework agreement will commence on 1.7.2019 for an initial period of 24 months until 30.6.2021 with the option to extend the Agreement for 12 months until 30.6.2022 and a further 12 months until 30.6.2023 subject to satisfactory economic operator performance. The framework agreement will be split into 5 lots as follows:
Lot 1: Internal Audit;
Lot 2: External Audit;
Lot 3: Taxation Services;
Lot 4: Accountancy Services;
Lot 5: Treasury Services.
Lot 2 External audit includes, but is not limited to, the following scope; external audit, statutory audits, grant certification. This list is not exhaustive.
II.2.5) Award criteria
Quality criterion: Customer requirements
/ Weighting: 65
Price
/ Weighting:
35
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
II.2.14) Additional information
This framework may be used for ERDF funded projects.
Lot No: 3
II.2.1) Title
Lot 3: Taxation Services
II.2.2) Additional CPV code(s)
79221000
79221000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
See tender documents.
II.2.4) Description of the procurement
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a framework agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This Framework Agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. The framework agreement will be split into 5 lots as follows:
Lot 1: Internal Audit;
Lot 2: External Audit;
Lot 3: Taxation Services;
Lot 4: Accountancy Services;
Lot 5: Treasury Services.
Lot 3 Taxation services includes, but is not limited to, the following scope; indirect tax, employment taxes including apprenticeship levy, corporate tax and stamp duty land tax and land transaction tax. This list is not exhaustive.
II.2.5) Award criteria
Quality criterion: Customer requirements
/ Weighting: 65
Price
/ Weighting:
35
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
II.2.14) Additional information
This framework may be used for ERDF funded projects.
Lot No: 4
II.2.1) Title
Lot 4: Accountancy Services
II.2.2) Additional CPV code(s)
79211000
79211000
79211000
79211000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
See tender documents.
II.2.4) Description of the procurement
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a framework agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This framework agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. The framework agreement will be split into 5 lots as follows:
Lot 1: Internal Audit;
Lot 2: External Audit;
Lot 3: Taxation Services;
Lot 4: Accountancy Services;
Lot 5: Treasury Services.
Lot 4 Accountancy services includes, but is not limited to, the following scope; financial accounting, financial strategies, green book advice, management accounting including risk advice, advisory and compliance, budgeting and private funding. This list is not exhaustive.
II.2.5) Award criteria
Quality criterion: Customer requirements
/ Weighting: 65
Price
/ Weighting:
35
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
II.2.14) Additional information
This framework may be used for ERDF funded projects.
Lot No: 5
II.2.1) Title
Lot 5: Treasury Services
II.2.2) Additional CPV code(s)
66600000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
See tender documents.
II.2.4) Description of the procurement
The NWUPC is seeking to establish a multi-provider framework agreement on behalf of the members of NWUPC, NEUPC, LUPC, SUPC and HEPCW for financial services. Tenderers shall accept and acknowledge that by issuing this ITT NWUPC shall not be bound to accept any tender and reserves the right not to conclude a framework agreement for the provision of financial services for which tenders are invited nor does it constitute an offer to enter into a contractual relationship. All costs incurred in relation to preparing and submitting a tender are to be borne by the tenderer. NWUPC shall not accept liability for any associated costs sustained by tenderers. This framework agreement will commence on 1.8.2019 for an initial period of 24 months until 31.7.2021 with the option to extend the agreement for 12 months until 31.7.2022 and a further 12 months until 31.7.2023 subject to satisfactory economic operator performance. The framework agreement will be split into 5 lots as follows:
Lot 1: Internal Audit;
Lot 2: External Audit;
Lot 3: Taxation Services;
Lot 4: Accountancy Services;
Lot 5: Treasury Services.
Lot 5 Treasury services includes, but is not limited to, the following scope; treasury advisory, treasury management and treasury management risks. This list is not exhaustive.
II.2.5) Award criteria
Quality criterion: Customer requirements
/ Weighting: 65
Price
/ Weighting:
35
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
II.2.14) Additional information
This framework may be used for ERDF funded projects.
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.1) Previous publication concerning this procedure
Notice number in the OJ S:
2019/S 074-175568
Section V: Award of contract
Lot No: 1
Title: Lot 1: Internal Audit
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
26/07/2019
V.2.2) Information about tenders
Number of tenders received: 7
Number of tenders received from SMEs: 1
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 7
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
TIAA Ltd
Unit 54-56, Gosport Business Centre, Aerodrome Road
Gosport
PO13 0FQ
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
Uniac
4th Floor St James Building, Oxford Street
Manchester
M1 6FQ
UK
NUTS: UK
The contractor is an SME:
Yes
V.2.3) Name and address of the contractor
Ernst & Young
100 Barbirolli Square
Manchester
M2 3EY
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
KPMG LLP
1 St Peters Square
Manchester
M2 3AE
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot:
Total value of the contract/lot:
: 150 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 2
Title: Lot 2: External Audit
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
26/07/2019
V.2.2) Information about tenders
Number of tenders received: 6
Number of tenders received from SMEs: 0
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 6
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Ernst and Young
100 Barbirolli Square
Manchester
M2 3EY
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
KPMG LLP
1 St Peters Square
Manchester
M2 3AE
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
Grant Thornton UK LLP
22 Melton Street
London
NW1 2EP
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot:
Total value of the contract/lot:
: 150 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 3
Title: Lot 3: Taxation Services
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
26/07/2019
V.2.2) Information about tenders
Number of tenders received: 5
Number of tenders received from SMEs: 0
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 5
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
Ernst and Young
100 Barbirolli Square
Manchester
M2 3EY
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
KPMG LLP
1 St Peters Square
Manchester
M2 3AE
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
Grant Thornton UK LLP
22 Melton Street
London
NW1 2EP
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot:
Total value of the contract/lot:
: 150 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 4
Title: Lot 4: Accountancy Services
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
26/07/2019
V.2.2) Information about tenders
Number of tenders received: 3
Number of tenders received from SMEs: 0
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 3
The contract has been awarded to a group of economic operators:
Yes
V.2.3) Name and address of the contractor
KPMG LLP
1 St Peters Square
Manchester
M2 3AE
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot:
Total value of the contract/lot:
: 150 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 5
Title: Lot 5: Treasury Services
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
26/07/2019
V.2.2) Information about tenders
Number of tenders received: 1
Number of tenders received from SMEs: 0
Number of tenders received from tenderers from EU Member States: 0
Number of tenders received from tenderers from non-EU Member States: 0
Number of tenders received by electronic means: 1
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
TBC
TBC
UK
NUTS: UK
The contractor is an SME:
No
V.2.4) Information on value of the contract/lot (excluding VAT)
Initial estimated total value of the contract/lot:
Total value of the contract/lot:
: 150 000 000.00
GBP
V.2.5) Information about subcontracting
Section VI: Complementary information
VI.3) Additional information
The award process is still being finalised with additional suppliers. Once this has been finalised an addendum to this notice will be made.
VI.4) Procedures for review
VI.4.1) Review body
NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
UK
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.uk
Internet address(es)
URL: https://www.nwupc.ac.uk/
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
VI.4.4) Service from which information about the review procedure may be obtained
NWUPC Ltd
Albert House, 17 Bloom Street
Manchester
M1 3HZ
UK
Telephone: +44 1612348006
E-mail: todd.jefferies@manchester.ac.uk
Internet address(es)
URL: https://www.nwupc.ac.uk
VI.5) Date of dispatch of this notice
23/12/2019