Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Hanover (Scotland) Housing Association
95 McDonald Road
Edinburgh
EH7 4NS
UK
Telephone: +44 1315577453
E-mail: CPT@hanover.scot
NUTS: UKM
Internet address(es)
Main address: http://www.hanover.scot
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA12742
I.2) Joint procurement
The contract is awarded by a central purchasing body
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
www.publiccontractsscotland.gov.uk
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:
www.publiccontractsscotland.gov.uk
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Housing and community amenities
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
CR-H0473 — Provision of External Audit and Taxation Services
Reference number: CR-H0473
II.1.2) Main CPV code
79212100
II.1.3) Type of contract
Services
II.1.4) Short description
This tender exercise is being undertaken for the supply of external audit and taxation services. The principal requirement is for the provision of an external audit service to independently audit the statutory financial statements of HSHA for compliance with applicable law, auditing and accounting standards and the needs of lenders in respect of loan covenants. External audit is a requirement of the regulatory standards of governance and financial management published by the SHR and Company Law.
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
79212100
II.2.3) Place of performance
NUTS code:
UKM
Main site or place of performance:
Edinburgh Head Office.
II.2.4) Description of the procurement
This tender exercise is being undertaken for the supply of external audit and taxation services. The principal requirement is for the provision of an external audit service to independently audit the statutory financial statements of HSHA for compliance with applicable law, auditing and accounting standards and the needs of lenders in respect of loan covenants. External audit is a requirement of the regulatory standards of governance and financial management published by the SHR and Company Law.
II.2.5) Award criteria
Criteria below:
Quality criterion: Contract management
/ Weighting: 35
Quality criterion: Contract methodology
/ Weighting: 30
Quality criterion: Added value and innovation
/ Weighting: 10
Cost criterion: Ultimate cost
/ Weighting: 25
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/03/2021
End:
28/02/2023
This contract is subject to renewal: Yes
Description of renewals:
Additional 1 year plus 1 year based on performance.
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:
No
Section III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
Scope of the statement of requirements
This tender exercise is being undertaken for the supply of external audit and taxation services. The principal requirement is for the provision of an external audit service to independently audit the statutory financial statements of HSHA for compliance with applicable law, auditing and accounting standards and the needs of lenders in respect of loan covenants. External audit is a requirement of the regulatory standards of governance and financial management published by the SHR and Company Law.
The external audit and tax service will include, but not be limited to:
— meetings with management pre and post audit to discuss audit plan and audit report respectively as required;
— the planning, management and efficient execution of the annual external audit of the association and individual company financial statements;
— the planning, management and efficient execution of the annual external audit of HSHA;
— ad-hoc VAT services, including advice and support (Approximately 30 hours per annum);
— preparation of an annual audit plan and audit check list for each company to be made available to management for the march board meeting;
— formal reporting to the Board to consist of presenting the findings, final accounts, letter of representation and a comprehensive management letter;
— audit field work on site for up to three days for the interim audit and up to two weeks for the final audit. Regular progress updates to management to be provided during the field work, concluding with a closing meeting covering any audit issues;
— attendance at HSHA Annual General Meeting with the possibility of a report presentation;
— provision of timely and accurate advice and guidance on technical accounting and finance issues. Owing to the time critical nature of the process of preparation of annual financial statements it is expected that the principal external audit contacts will be readily available by telephone/email and will provide a full response to requests within 2 working days;
— timely provision of model financial statements, relevant technical accounting updates, including relevant financial reporting standards, statements of recommended practice and accounting Orders including seminars and client training sessions;
— excellent and timely communication between auditor and client on all matters, including feedback on information supplied and immediate feedback on any predicted cost over- runs;
— the provision of added value and innovation to the audit process e.g. Annual health check;
— the supplier is expected to use their skill, knowledge and expertise to identify any gaps in this scope and address them in their submission;
— co-operation with HSHA internal auditors where you wish to rely on their assurance work when planning the statutory audit.
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:
09/11/2020
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
Tender must be valid until:
11/01/2021
IV.2.7) Conditions for opening of tenders
Date:
09/11/2020
Local time: 12:00
Place:
PCS Portal.
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.3) Additional information
All uploaded documents should be completed and returned by 9 November 2020 at 12.00
Any questions should be raised on the PCS portal
Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=632613.
The buyer has indicated that it will accept electronic responses to this notice via the postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(SC Ref:632613).
VI.4) Procedures for review
VI.4.1) Review body
Edinburgh Sheriff Court/Sheriff Court House
27 Chamber Street
Edinburgh
EH1 1LB
UK
Telephone: +44 1312252525
Internet address(es)
URL: http://www.hanover.scot
VI.5) Date of dispatch of this notice
09/10/2020