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Contract Notice

External audit of public bodies in Scotland

  • First published: 07 September 2021
  • Last modified: 07 September 2021
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Contents

Summary

OCID:
Published by:
Audit Scotland
Authority ID:
AA31407
Publication date:
07 September 2021
Deadline date:
29 November 2021
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The Auditor General and the Accounts Commission require to appoint external auditors for the audit of several public sector bodies within their remits. This work is expected to comprise 30-36% by value of their overall annual audit work. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Audit Scotland

102 West Port

Edinburgh

EH3 9DN

UK

Contact person: John Gilchrist

Telephone: +44 1316251659

E-mail: jgilchrist@audit-scotland.gov.uk

NUTS: UKM

Internet address(es)

Main address: www.audit-scotland.gov.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00428

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

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

External audit of public bodies in Scotland

Reference number: NAA-2021

II.1.2) Main CPV code

79212000

 

II.1.3) Type of contract

Services

II.1.4) Short description

This tender exercise is designed to allow the Auditor General and the Accounts Commission to make appointments to firms for approximately 36 per cent by value of the overall annual audit work of the bodies within their remits.

II.1.5) Estimated total value

Value excluding VAT: 5 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Only bidders that are successful in Lot 1 will be eligible for Lots 2 to 5.

Lots 2 to 5 will result in up to three successful firms being eligible for, but not guaranteed, appointment to audits in those Lots.

II.2) Description

Lot No: 1

II.2.1) Title

Core audits

II.2.2) Additional CPV code(s)

79212100

79212300

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

The Auditor General and the Accounts Commission require to appoint external auditors for the audit of several public sector bodies within their remits. This work is expected to comprise 30-36% by value of their overall annual audit work. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

II.2.5) Award criteria

Criteria below:

Quality criterion: Audit tools, support, and access to appropriate expertise / Weighting: 8%

Quality criterion: Training and developing the audit profession / Weighting: 8%

Quality criterion: Skills of key staff / Weighting: 16%

Quality criterion: Quality of written material / Weighting: 16%

Quality criterion: Adding value to audited bodies / Weighting: 6%

Quality criterion: Contribution to the public sector audit regime in Scotland / Weighting: 6%

Quality criterion: Ability to present to audit committees / Weighting: 8%

Quality criterion: Climate change / Weighting: 4%

Quality criterion: Fair work practices / Weighting: 4%

Quality criterion: Community benefit / Weighting: 4%

Price / Weighting:  20%

II.2.6) Estimated value

Value excluding VAT: 5 000 000.00  GBP

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The Auditor General and the Accounts Commission may decide, at their sole discretion, to extend any audit appointments made under the contract for up to two further years.

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

Lot No: 2

II.2.1) Title

Public Interest Entities

II.2.2) Additional CPV code(s)

79212100

79212300

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

The Auditor General and the Accounts Commission require to appoint external auditors for the audit of public sector bodies within their remits that are Public Interest Entities. This work is expected to comprise the audit of one or two councils. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

II.2.5) Award criteria

Criteria below:

Quality criterion: Audit tools, support, and access to appropriate expertise / Weighting: 8%

Quality criterion: Training and developing the audit profession / Weighting: 8%

Quality criterion: Skills of key staff / Weighting: 16%

Quality criterion: Quality of written material / Weighting: 16%

Quality criterion: Adding value to audited bodies / Weighting: 6%

Quality criterion: Contribution to the public sector audit regime in Scotland / Weighting: 6%

Quality criterion: Ability to present to audit committees / Weighting: 8%

Quality criterion: Climate change / Weighting: 4%

Quality criterion: Fair work practices / Weighting: 4%

Quality criterion: Community benefit / Weighting: 4%

Price / Weighting:  20%

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The Auditor General and the Accounts Commission may decide, at their sole discretion, to extend any audit appointments made under the contract for up to two further years.

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

Lot No: 3

II.2.1) Title

Regulated water industry

II.2.2) Additional CPV code(s)

79212100

79212300

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

The Auditor General and the Accounts Commission for Scotland require to appoint external auditors for the audit of regulated water industry entities within their remits. This work is expected to comprise of the audit of Scottish Water. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

II.2.5) Award criteria

Criteria below:

Quality criterion: Audit tools, support, and access to appropriate expertise / Weighting: 8%

Quality criterion: Training and developing the audit profession / Weighting: 8%

Quality criterion: Skills of key staff / Weighting: 16%

Quality criterion: Quality of written material / Weighting: 16%

Quality criterion: Adding value to audited bodies / Weighting: 6%

Quality criterion: Contribution to the public sector audit regime in Scotland / Weighting: 6%

Quality criterion: Ability to present to audit committees / Weighting: 8%

Quality criterion: Climate change / Weighting: 4%

Quality criterion: Fair work practices / Weighting: 4%

Quality criterion: Community benefit / Weighting: 4%

Price / Weighting:  20%

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The Auditor General and the Accounts Commission may decide, at their sole discretion, to extend any audit appointments made under the contract for up to two further years.

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

Lot No: 4

II.2.1) Title

Regulated financial industry

II.2.2) Additional CPV code(s)

79212100

79212300

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

The Auditor General and the Accounts Commission require to appoint external auditors for the audit of regulated financial industry entities within their remits. This work is expected to comprise the audit of the Scottish National Investment Bank. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

II.2.5) Award criteria

Criteria below:

Quality criterion: Audit tools, support, and access to appropriate expertise / Weighting: 8%

Quality criterion: Training and developing the audit profession / Weighting: 8%

Quality criterion: Skills of key staff / Weighting: 16%

Quality criterion: Quality of written material / Weighting: 16%

Quality criterion: Adding value to audited bodies / Weighting: 6%

Quality criterion: Contribution to the public sector audit regime in Scotland / Weighting: 6%

Quality criterion: Ability to present to audit committees / Weighting: 8%

Quality criterion: Climate change / Weighting: 4%

Quality criterion: Fair work practices / Weighting: 4%

Quality criterion: Community benefit / Weighting: 4%

Price / Weighting:  20%

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The Auditor General and the Accounts Commission may decide, at their sole discretion, to extend any audit appointments made under the contract for up to two further years.

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

Lot No: 5

II.2.1) Title

Commercial shipping construction

II.2.2) Additional CPV code(s)

79212100

79212300

II.2.3) Place of performance

NUTS code:

UKM

II.2.4) Description of the procurement

The Auditor General and the Accounts Commission require to appoint external auditors for the audit of commercial shipping construction entities within their remits. This work is expected to comprise the audit of Ferguson Marine Port Glasgow. These appointments are for the audit years 2022/23 to 2026/27.

Applicants must satisfy statutory qualification requirements. The conduct of the audits is also governed by Audit Scotland's Code of Audit Practice, which is wider in scope than for the audit of private sector organisations, and International Standards on Auditing (UK).

II.2.5) Award criteria

Criteria below:

Quality criterion: Audit tools, support, and access to appropriate expertise / Weighting: 8%

Quality criterion: Training and developing the audit profession / Weighting: 8%

Quality criterion: Skills of key staff / Weighting: 16%

Quality criterion: Quality of written material / Weighting: 16%

Quality criterion: Adding value to audited bodies / Weighting: 6%

Quality criterion: Contribution to the public sector audit regime in Scotland / Weighting: 6%

Quality criterion: Ability to present to audit committees / Weighting: 8%

Quality criterion: Climate change / Weighting: 4%

Quality criterion: Fair work practices / Weighting: 4%

Quality criterion: Community benefit / Weighting: 4%

Price / Weighting:  20%

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The Auditor General and the Accounts Commission may decide, at their sole discretion, to extend any audit appointments made under the contract for up to two further years.

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:

Eligibility for appointment as auditor under the Local Government (Scotland) Act 1973 & Public Finance and Accountability Act 2000.

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

III.2.1) Information about a particular profession

Participation is reserved to a particular profession: Yes

Reference to the relevant law, regulation or administrative provision:

Eligibility for appointment as auditor under the Local Government (Scotland) Act 1973 s97 (7) and the Public Finance and Accountability Act 2000 s21 (5) require auditors to be eligible for appointment as a statutory auditor under Part 42 of the Companies Act 2006 or a member of a body of accountants established in the United Kingdom or another EEA State.

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

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 with several operators.

Envisaged maximum number of participants to the framework agreement: 6

Justification for any framework agreement duration exceeding 4 years: 11. The Framework Agreement duration is set to five years with an option to extend up to two further years so that appointment periods are in line with the rotation requirements of the Ethical Standard, minimise disruption caused by rotation and therefore maximise value for money.

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 182-443288

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 29/11/2021

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

Duration in months: 7 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 29/11/2021

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic payment will be used

VI.3) Additional information

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=658582.

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.

A sub-contract clause has been included in this contract. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2363

Community benefits are included in this requirement. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2361

A summary of the expected community benefits has been provided as follows:

Tenderers are asked to set out a Community Benefits proposal that is relevant to the subject matter of this contract and supports the Authority’s commitment to contributing to the social, economic & environmental well-being of the people of Scotland.

This might include for example initiatives that contribute to:

- up-skilling the existing workforce

- equality and diversity

- educational support

- tackling climate change

(SC Ref:658582)

VI.4) Procedures for review

VI.4.1) Review body

Edinburgh Sheriff Court and Justice of the Peace Court

Sheriff Court House, 27 Chambers Street

Edinburgh

EH1 1LB

UK

VI.5) Date of dispatch of this notice

06/09/2021

Coding

Commodity categories

ID Title Parent category
79212000 Auditing services Accounting and auditing services
79212100 Financial auditing services Auditing services
79212300 Statutory audit services Auditing 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:
jgilchrist@audit-scotland.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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