Contract award notice
Results of the procurement procedure
Section I: Contracting
entity
I.1) Name and addresses
Public Sector Audit Appointments Ltd
18 Smith Square
London
SW1P 3HZ
UK
Contact person: Julie Schofield
Telephone: +44 7818562920
E-mail: procurement@psaa.co.uk
NUTS: UK
Internet address(es)
Main address: www.psaa.co.uk
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Economic and financial affairs
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Audit services for opted-in eligible bodies in England 2022
Reference number: 631057310
II.1.2) Main CPV code
79200000
II.1.3) Type of contract
Services
II.1.4) Short description
The procurement covers the audits of the accounts (as per the Code of Audit Practice) of eligible bodies across England that opt in for the purposes of the appointment of auditors under the provisions of the Local Audit and Accountability Act 2014 and the requirements of the Local Audit (Appointing Person) Regulations 2015. Eligible entities include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
II.1.6) Information about lots
This contract is divided into lots:
Yes
II.1.7) Total value of the procurement
Value excluding VAT:
175 000 000.00
GBP
II.2) Description
Lot No: 7A
II.2.1) Title
Audit Services: Lot Seven (A) - approx 1 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 1% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 7B
II.2.1) Title
Audit Services: Lot Seven (B) - approx 1 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 1% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 7C
II.2.1) Title
Audit Services: Lot Seven (C) - approx 1 percent of overall work by value (development lot) (will not include PIE or MLA audits)
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 1% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will contain the following types of opted-in bodies (District councils, police and fire bodies, LG functional bodies, combined authorities, national parks, waste disposal authorities, pension authorities, LG miscellaneous bodies and other local government bodies), but will not contain any Public Interest Entities nor Major Local Audits.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list in which you are able to undertake audits.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 7D
II.2.1) Title
Audit Services: Lot Seven (D) - approx 0.5 percent of overall work by value (development lot) (will not include PIE or MLA audits)
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 0.5% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will contain the following types of opted-in bodies (District councils, Police and fire bodies, LG functional bodies, combined authorities, national parks, waste disposal authorities, pension authorities, LG miscellaneous bodies and other local government bodies), but will not contain any Public Interest Entities nor Major Local Audits.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list in which you are able to undertake audits.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 01
II.2.1) Title
Audit Services: Lot One - approx 18 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 18% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 2
II.2.1) Title
Audit Services: Lot Two - approx 16 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 16% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 3
II.2.1) Title
Audit Services: Lot Three - approx 14 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 14% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: : Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 4
II.2.1) Title
Audit Services: Lot Four - approx 12 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 12% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 5
II.2.1) Title
Audit Services: Lot Five - approx 8 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 8% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 6
II.2.1) Title
Audit Services: Lot Six - approx 7 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 7% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. This may include opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 8
II.2.1) Title
Audit Services: Lot Eight - approx 5 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 5% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will not include any opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 9
II.2.1) Title
Audit Services: Lot Nine - approx 5 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 5% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will not include any opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 10
II.2.1) Title
Audit Services: Lot Ten - approx 4 percent of overall work by value
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 4% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will not include any opted-in bodies that are classed as Public Interest Entities. Eligible bodies include local councils, combined authorities, police and crime commissioners, police, fire and crime commissioners, chief constables, fire and rescue authorities, waste authorities, passenger transport executives and national park authorities.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list which would be least attractive/convenient for them to audit.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 11
II.2.1) Title
Lot Eleven - approx 2.25 percent of overall work by value (development lot) (will not include PIE or MLA audits)
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 2.25% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will contain the following types of opted-in bodies (District councils, Police and fire bodies, LG functional bodies, combined authorities, national parks, waste disposal authorities, pension authorities, LG miscellaneous bodies and other local government bodies), but will not contain any Public Interest Entities nor Major Local Audits.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list in which you are able to undertake audits.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 12
II.2.1) Title
Lot Twelve - approx 2.25 percent of overall work by value (development lot) (will not include PIE or MLA audits)
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 2.25% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will contain the following types of opted-in bodies (District councils, Police and fire bodies, LG functional bodies, combined authorities, national parks, waste disposal authorities, pension authorities, LG miscellaneous bodies and other local government bodies), but will not contain any Public Interest Entities nor Major Local Audits.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list in which you are able to undertake audits.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Lot No: 13
II.2.1) Title
Lot Thirteen - approx 0.5 percent of overall work by value (development lot) (will not include PIE or MLA audits)
II.2.2) Additional CPV code(s)
79210000
79212000
79212100
79212300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Auditing the accounts (as per the Code of Audit Practice) of approximately 0.5% (measured by reference to aggregate scale fees) of eligible bodies that opt in to the appointing person scheme. It will contain the following types of opted-in bodies (District councils, Police and fire bodies, LG functional bodies, combined authorities, national parks, waste disposal authorities, pension authorities, LG miscellaneous bodies and other local government bodies), but will not contain any Public Interest Entities nor Major Local Audits.
Potential suppliers in their response to the Invitation to Tender will have the option to specify up to four County/Combined Authority areas from a predefined list in which you are able to undertake audits.
The estimated lot size is based on the current scale fees, so the financial amount may increase or decrease depending on the outcome of the procurement.
II.2.5) Award criteria
Quality criterion: Approach including transition between audit firms
/ Weighting: 10
Quality criterion: Audit delivery: quality assurance and capability
/ Weighting: 25
Quality criterion: Audit delivery: resourcing and capacity
/ Weighting: 20
Quality criterion: Communications
/ Weighting: 20
Quality criterion: Social value
/ Weighting: 5
Cost criterion: Price
/ Weighting: 20
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
Contract includes the option by mutual agreement to extend the term for up to a further 2 years
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Restricted 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.2.1) Previous publication concerning this procedure
Notice number in the OJ S:
2022/S 000-003306
Section V: Award of contract
Lot No: 1
Contract No: 2022/S 000-003306 (01)
Title: Lot One - approx 18 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
11/12/2022
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:
No
V.2.3) Name and address of the contractor
Grant Thornton (UK) LLP
OC307742
30 Finsbury Square
London
EC2A 1AG
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:
: 31 500 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 2
Contract No: 2022/S 000-003306 (02)
Title: Lot Two - approx 16 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
30/11/2022
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:
No
V.2.3) Name and address of the contractor
Mazars LLP
OC308299
30 Old Bailey
London
EC4M 7AU
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:
: 28 875 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 3
Contract No: 2022/S 000-003306 (03)
Title: Lot Three - approx 14 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
11/12/2022
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:
No
V.2.3) Name and address of the contractor
Grant Thornton (UK) LLP
OC307742
30 Finsbury Square
London
EC2A 1AG
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:
: 24 500 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 4
Contract No: 2022/S 000-003306 (04)
Title: Lot Four - approx 12 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
06/12/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
ERNST & YOUNG LLP
OC300001
1 More London Place
London
SE1 2AF
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:
: 21 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 5
Contract No: 2022/S 000-003306 (05)
Title: Lot Five - approx 8 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
06/12/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
ERNST & YOUNG LLP
OC300001
1 More London Place
London
SE1 2AF
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:
: 14 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 6
Contract No: 2022/S 000-003306 (06)
Title: Lot Six - approx 7 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
17/11/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
KPMG LLP
OC301540
15 Canada Square
London
E14 5GL
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:
: 14 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 7
Contract No: 2022/S 000-003306 (07A)
Title: Lot Seven (A) - approx 1 percent of overall work by value
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
30/11/2022
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
Mazars LLP
OC308299
30 Old Bailey
London
EC4M 7AU
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:
: 1 750 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 7
Contract No: 2022/S 000-003306 (07B)
Title: Lot Seven (B) - approx 1 percent of overall work by value
A contract/lot is awarded:
No
V.1 Information on non-award
The contract/lot is not awarded
No tenders or requests to participate were received or all were rejected
Section V: Award of contract
Lot No: 7
Contract No: 2022/S 000-003306 (07C)
Title: Lot Seven (C) - approx 1 percent of overall work by value (development lot) (will not include PIE or MLA audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
21/11/2022
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
Bishop Fleming LLP
OC391282
2nd Floor Stratus House, Emperor Way, Exeter Business Park
Exeter
EX1 3QS
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:
: 2 625 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 7
Contract No: 2022/S 000-003306 (07D)
Title: Lot Seven (D) - approx 0.5 percent of overall work by value (development lot) (will not include PIE or MLA audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
09/12/2022
V.2.2) Information about tenders
Number of tenders received: 2
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: 2
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
AZETS AUDIT SERVICES LIMITED
09652677
2nd Floor, Regis House, 45 King William Street
London
EC4R 9AN
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:
: 875 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 7
Contract No: 2022/S 000-003306 (07)
Title: Lot Seven - approx 6 percent of overall work by value
A contract/lot is awarded:
No
V.1 Information on non-award
The contract/lot is not awarded
No tenders or requests to participate were received or all were rejected
Section V: Award of contract
Lot No: 8
Contract No: 2022/S 000-003306 (08)
Title: Lot Eight - approx 5 percent of overall work by value (will not include PIE audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
30/11/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
Mazars LLP
OC308299
30 Old Bailey
London
EC4M 7AU
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:
: 8 750 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 9
Contract No: 2022/S 000-003306 (09)
Title: Lot Nine - approx 5 percent of overall work by value (will not include PIE audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
17/11/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
KPMG LLP
OC301540
15 Canada Square
London
E14 5GL
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:
: 10 500 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 10
Contract No: 2022/S 000-003306 (10)
Title: Lot Ten - approx 4 percent of overall work by value (will not include PIE audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
11/12/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
Grant Thornton (UK) LLP
OC307742
30 Finsbury Square
London
EC2A 1AG
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:
: 7 000 000.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 11
Contract No: 2022/S 000-003306 (11)
Title: Lot Eleven - approx 2.25 percent of overall work by value (development lot) (will not include PIE or MLA audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
09/12/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
AZETS AUDIT SERVICES LIMITED
09652677
2nd Floor, Regis House, 45 King William Street
London
EC4R 9AN
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:
: 3 937 500.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 12
Contract No: 2022/S 000-003306 (12)
Title: Lot Twelve - approx 2.25 percent of overall work by value (development lot) (will not include PIE nor MLA audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
21/11/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
Bishop Fleming LLP
OC391282
2nd Floor Stratus House, Emperor Way, Exeter Business Park
Exeter
EX1 3QS
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:
: 3 937 500.00
GBP
V.2.5) Information about subcontracting
Section V: Award of contract
Lot No: 13
Contract No: 2022/S 000-003306 (13)
Title: Lot Thirteen - approx 0.5 percent of overall work by value (development lot) (will not include PIE nor MLA audits)
A contract/lot is awarded:
Yes
V.2 Award of contract
V.2.1) Date of conclusion of the contract
09/12/2022
V.2.2) Information about tenders
Number of tenders received: 4
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: 4
The contract has been awarded to a group of economic operators:
No
V.2.3) Name and address of the contractor
AZETS AUDIT SERVICES LIMITED
09652677
2nd Floor, Regis House, 45 King William Street
London
EC4R 9AN
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:
: 875 000.00
GBP
V.2.5) Information about subcontracting
Section VI: Complementary information
VI.3) Additional information
Lot value is expressed as ‘audited body notional value’ (ABNV), comprising the published scale fees for 2021/22 for opted-in bodies plus actual and estimated recurring fee variations for 2019/20 audits. Bids were expressed as a fixed proportion of the relevant ABNV. At ITT stage Lot values were revised based on an estimated annual value of £35m (up from £33m) due to the number of opted-in bodies from 2023/24 and the level of additional fees incorporated. All values are estimated and may change. Bodies will be allocated to a Lot once the procurement is completed, subject to consultation with them and suppliers. Lot 7 was unawarded so we created sub-lots 7A-7D and ran a supplementary procurement. We achieved 99.5% capacity which is sufficient due to the impact of recent and scheduled LGR.
To view this notice, please click here:
<a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=721067891" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=721067891</a>
GO Reference: GO-20221212-PRO-21696225
VI.4) Procedures for review
VI.4.1) Review body
Royal Courts of Justice
Strand
London
WC2A 2LL
UK
VI.5) Date of dispatch of this notice
12/12/2022