Financial Services

A Contract Award Notice
by NWUPC LTD

Source
OJEU
Type
Framework (Services)
Duration
2 year (est.)
Value
£150M
Sector
BUSINESS
Published
18 Aug 2021
Delivery
01 Aug 2019 to 31 Jul 2021 (est.)
Deadline
n/a

Concepts

Location

Manchester

Geochart for 3 buyers and 21 suppliers

3 buyers

8 suppliers

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 1st August 2019 for an initial period of 24 months until 31st July 2021 with the option to extend the Agreement for 12 months until 31st July 2022 and a further 12 months until 31st July 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

Lot Division

1 Internal Audit

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 five (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.
2 External Audit

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 five (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.
3 Taxation Services

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 five (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.
4 Accountancy Services

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 five (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.
5 Treasury Services

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 five (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.

Award Detail

1 Tiaa (Gosport)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
2 Ernst & Young (Manchester)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
3 KPMG (Manchester)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
4 Pricewaterhouse Coopers (Manchester)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
5 Deloitte (London)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
6 Mazars (London)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
7 Uniac (Manchester)
  • Lot 1 - Internal Audit
  • Reference: pfb 3114 nw
  • Num offers: 7
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
  • Contractor is an SME.
8 Ernst & Young (Manchester)
  • Lot 2 - External Audit
  • Reference: pfb 3114 nw
  • Num offers: 6
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
9 KPMG (Manchester)
  • Lot 2 - External Audit
  • Reference: pfb 3114 nw
  • Num offers: 6
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
10 Grant Thornton (London)
  • Lot 2 - External Audit
  • Reference: pfb 3114 nw
  • Num offers: 6
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
11 Pricewaterhouse Coopers (Manchester)
  • Lot 2 - External Audit
  • Reference: pfb 3114 nw
  • Num offers: 6
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
12 Deloitte (London)
  • Lot 2 - External Audit
  • Reference: pfb 3114 nw
  • Num offers: 6
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
13 Ernst & Young (Manchester)
  • Lot 3 - Taxation Services
  • Reference: pfb 3114 nw
  • Num offers: 5
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
14 Grant Thornton (London)
  • Lot 3 - Taxation Services
  • Reference: pfb 3114 nw
  • Num offers: 5
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
15 Pricewaterhouse Coopers (Manchester)
  • Lot 3 - Taxation Services
  • Reference: pfb 3114 nw
  • Num offers: 5
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
16 Deloitte (London)
  • Lot 3 - Taxation Services
  • Reference: pfb 3114 nw
  • Num offers: 5
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
17 KPMG (Manchester)
  • Lot 3 - Taxation Services
  • Reference: pfb 3114 nw
  • Num offers: 5
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
18 KPMG (Manchester)
  • Lot 4 - Accountancy Services
  • Reference: pfb 3114 nw
  • Num offers: 3
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
19 Pricewaterhouse Coopers (Manchester)
  • Lot 4 - Accountancy Services
  • Reference: pfb 3114 nw
  • Num offers: 3
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
20 Deloitte (London)
  • Lot 4 - Accountancy Services
  • Reference: pfb 3114 nw
  • Num offers: 3
  • Value: £150,000,000 [share]
  • Awarded to group of suppliers.
21 Deloitte (London)
  • Lot 5 - Treasury Services
  • Reference: pfb 3114 nw
  • Num offers: 1
  • Value: £150,000,000

Award Criteria

Customer Requirements 65.0
PRICE 35.0

CPV Codes

  • 79200000 - Accounting, auditing and fiscal services
  • 79212100 - Financial auditing services
  • 79212200 - Internal audit services
  • 79221000 - Tax consultancy services
  • 79211000 - Accounting services
  • 79210000 - Accounting and auditing services
  • 79212500 - Accounting review services
  • 66600000 - Treasury services

Indicators

  • Award on basis of price and quality.

Other Information

Award is now finalised.

Reference

Domains