Tender

ID 4536844 - NILGOSC - Provision of Tax Advisory Services for NILGOSC’s Investment Portfolio

  • NI Local Government Officers' Superannuation Committee NILGOSC
  • Department for Communities NI

F02: Contract notice

Notice identifier: 2023/S 000-001708

Procurement identifier (OCID): ocds-h6vhtk-0398ec

Published 19 January 2023, 2:32pm



Section one: Contracting authority

one.1) Name and addresses

NI Local Government Officers' Superannuation Committee NILGOSC

411 Holywood Road

BELFAST

BT4 2LP

Contact

SSDAdmin.CPDfinance-ni.gov.uk

Email

SSDAdmin.CPD@finance-ni.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://etendersni.gov.uk/epps

Buyer's address

https://etendersni.gov.uk/epps

one.1) Name and addresses

Department for Communities NI

Lighthouse Building, 1 Cromac Place

Belfast

BT7 2JB

Email

SSDAdmin.CPD@finance-ni.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://etendersni.gov.uk/epps

Buyer's address

https://etendersni.gov.uk/epps

one.2) Information about joint procurement

The contract involves joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://etendersni.gov.uk/epps

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted to the above-mentioned address

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

General public services


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

ID 4536844 - NILGOSC - Provision of Tax Advisory Services for NILGOSC’s Investment Portfolio

Reference number

4536844

two.1.2) Main CPV code

  • 79221000 - Tax consultancy services

two.1.3) Type of contract

Services

two.1.4) Short description

The Northern Ireland Local Government Officers’ Superannuation Committee (NILGOSC) wishes to engage a Contractor to provide Tax Advisory Services for its Investment Portfolio. Advice is required across the range of asset classes and the contract will cover the provision of specialised tax advice on an as-needed basis and will commence upon the date of Contract award for a period of 4 years.

two.1.5) Estimated total value

Value excluding VAT: £521,666.67

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 79222000 - Tax-return preparation services

two.2.3) Place of performance

NUTS codes
  • UKN - Northern Ireland

two.2.4) Description of the procurement

The Northern Ireland Local Government Officers’ Superannuation Committee (NILGOSC) wishes to engage a Contractor to provide Tax Advisory Services for its Investment Portfolio. Advice is required across the range of asset classes and the contract will cover the provision of specialised tax advice on an as-needed basis and will commence upon the date of Contract award for a period of 4 years.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £521,666.67

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

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

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

Date

20 February 2023

Local time

3:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Tender must be valid until: 20 June 2023

four.2.7) Conditions for opening of tenders

Date

20 February 2023

Local time

3:30pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.3) Additional information

Contractors not delivering on contract requirements. is a serious matter. It means the public purse is not getting what it is paying for. If a contractor fails to reach satisfactory levels of contract performance they will be given a specified time to improve. If, after the specified time, they still fail to reach satisfactory levels of contract. performance, the matter will be escalated to senior management in CPD for further action. If this occurs and their performance still does not improve to satisfactory levels within the specified period, it may be regarded as an act of grave professional misconduct and they may be issued with a Notice of Unsatisfactory Performance and the their place on the contract may be terminated. The issue of a Notice of unsatisfactory Performance will result in the contractor being excluded... from all procurement competitions being undertaken by Centres of Procurement Expertise on behalf of bodies covered by the Northern... Ireland Procurement Policy for a period of twelve months from the date of issue of the Notice.

six.4) Procedures for review

six.4.1) Review body

The UK does not have any special review body with responsibility for appeal/mediation procedures in public procurement competitions. Any challenges are dealt with by the High Court Commercial Division to which proceedings may be issued regarding alleged breaches of the Public Contracts Regulations

UK

Country

United Kingdom

six.4.3) Review procedure

Precise information on deadline(s) for review procedures

CPD will comply with the Public Contracts Regulations 2015 (as amended)and.. where appropriate, will incorporate a standstill period (i.e. a minimum of 10 calendar days) at the point information on the award of contract is communicated to tenderers. That notification will provide full information on on the award decision.