- Lot Lot 1. Lot 1 UK Value Added Tax advice
- Lot Lot 2. Lot 2 Other UK Tax advice (Inc but not limited to Corporation tax review and compliance, Customs Duties, Employment Related and other UK tax advisory services)
- Lot Lot 3. Lot 3 International Tax advice (Inc but not limited to compliance and advisory services, Corporation tax, overseas VAT/GST relating to the consequences of overseas operations) (Non-UK, EU and Outside EU)
Scope
Reference
LUV01372
Description
The Universities of Leicester, Aston and De Montfort (DMU, and together "the Universities") are all academic and research Universities with thriving student communities and a reputation for academic and research excellence. As such the Universities operate in a complicated legal and regulatory environment and intend to establish a non-exclusive framework of professional tax advice for the Universities and their subsidiary companies. The framework term will be four years in total (2+1+1) - with each university having the option to either extend or leave after each term renewal . The framework will be split into three lots as detailed below with up to five suppliers envisaged to populate each lot:
Lot 1 UK Value Added Tax advice
Lot 2 Other UK Tax advice (Inc but not limited to Corporation tax review and compliance, Customs Duties, Employment Related and other UK tax advisory services)
Lot 3 International Tax advice (Inc but not limited to compliance and advisory services, Corporation tax, overseas VAT/GST relating to the consequences of overseas operations) (Non-UK, EU and Outside EU)
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Leicester:-Tax-consultancy-services./38B8964C9J
To respond to this opportunity, please click here:
Commercial tool
Establishes a framework
Total value (estimated)
- £2,000,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 1 May 2026 to 30 April 2030
- 4 years
Main procurement category
Services
CPV classifications
- 79221000 - Tax consultancy services
- 79222000 - Tax-return preparation services
Contract locations
- UKF21 - Leicester
- UKG31 - Birmingham
Lot constraints
Description of how multiple lots may be awarded:
N/A
Lot Lot 1. Lot 1 UK Value Added Tax advice
Description
•Lot 1 UK Value Added Tax advice
oMaximising VAT recoveries on capital projects including methodologies, options to tax, Relevant Charitable Purpose, mechanics and timing of provisional and final claims for VAT recovery. Advice if required on compliance such as Capital Goods Scheme adjustments
oVAT implications of research contracts, seconded staff, transactions with the Student Union, catering, conferences, zero-rating, taxable supplies on property lettings, PESM adjustments, and miscellaneous VAT queries
oFuel & Power methodologies and calculations
oMiscellaneous VAT queries
oChanges in law and practice; VAT saving opportunities
oTechnical updates, webinars/events, 1 to 1 training support
Lot value (estimated)
- £1,200,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot Lot 2. Lot 2 Other UK Tax advice (Inc but not limited to Corporation tax review and compliance, Customs Duties, Employment Related and other UK tax advisory services)
Description
•Lot 2 Other UK Tax advice
oAnnual corporate tax compliance
oEmployment Taxes - miscellaneous employment related queries as they arise, including stipends/bursaries, volunteers, ad hoc incentives, national minimum wage
oCorporation Tax - impact and treatment of new projects, investment in LLP including disclosure in tax computations, group restructuring for loss making subsidiaries
oMiscellaneous UK tax advice
oChanges in law and practice; Tax saving opportunities
oTechnical updates, webinars/events, 1 to 1 training support
Lot value (estimated)
- £200,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot Lot 3. Lot 3 International Tax advice (Inc but not limited to compliance and advisory services, Corporation tax, overseas VAT/GST relating to the consequences of overseas operations) (Non-UK, EU and Outside EU)
Description
•Lot 3 International Tax advice
oOverseas Payroll compliance for small numbers of people (could be single person)
oGlobal mobility issues. There is an increasing occurrence of people being engaged/or desiring to work overseas. Usually, we wish to have high level advice on tax/social security obligations
oOverseas Corporation Tax advice i.e. withholding tax, overseas corporate income tax
oOverseas Tax compliance (where required). Including Corporate Income Tax filings, VAT/GST returns and similar
oAppendix 5 agreements and other opportunities
oInternational Sales Taxes i.e., distance learning
oCustoms Duties
oOther - such as permanent establishment risks
oChanges in law and practice; Tax saving opportunities
oTechnical updates, webinars/events, 1 to 1 training support
oAny other miscellaneous taxes or duties
Lot value (estimated)
- £600,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Framework
Maximum number of suppliers
15
Maximum percentage fee charged to suppliers
0%
Further information about fees
N/A
Framework operation description
The successful suppliers will principally be called upon to support the work of each University's Tax Offices, who have day to day responsibility or oversight of all direct and indirect taxes.
The successful suppliers must possess the skills and expertise required to support each of the University's Tax Strategies. The Universities aim to be compliant whilst legitimately minimising tax costs and fostering strong long-term relationships with tax authorities, rather than pursuing aggressive tax planning schemes.
Tax Office staff are experienced and aim to work in a collaborative way with advisers. There are regular suggestions of new activities that are brought to the Tax Office by colleagues. These potential projects can be rapidly aborted/changed where potential tax or other disadvantages are identified. Our advisers need to be able to provide suitably experienced personnel to be able to talk through/provide high level advice on potential risk areas so that a decision can be made about whether the project might proceed, before comprehensive advice is sought. Therefore, good communication is essential, including virtual and face-to-face meetings where requested.
Award method when using the framework
Either with or without competition
Contracting authorities that may use the framework
University of Leicester, De Montfort University, Aston University.
Contracting authority location restrictions
- UKF21 - Leicester
- UKG31 - Birmingham
Participation
Legal and financial capacity conditions of participation
Lot Lot 1. Lot 1 UK Value Added Tax advice
Lot Lot 2. Lot 2 Other UK Tax advice (Inc but not limited to Corporation tax review and compliance, Customs Duties, Employment Related and other UK tax advisory services)
Lot Lot 3. Lot 3 International Tax advice (Inc but not limited to compliance and advisory services, Corporation tax, overseas VAT/GST relating to the consequences of overseas operations) (Non-UK, EU and Outside EU)
See ITT
Technical ability conditions of participation
Lot Lot 1. Lot 1 UK Value Added Tax advice
Lot Lot 2. Lot 2 Other UK Tax advice (Inc but not limited to Corporation tax review and compliance, Customs Duties, Employment Related and other UK tax advisory services)
Lot Lot 3. Lot 3 International Tax advice (Inc but not limited to compliance and advisory services, Corporation tax, overseas VAT/GST relating to the consequences of overseas operations) (Non-UK, EU and Outside EU)
See ITT
Submission
Enquiry deadline
23 February 2026, 12:00pm
Tender submission deadline
25 February 2026, 12:00pm
Submission address and any special instructions
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
31 March 2026
Award criteria
| Name | Type | Weighting |
|---|---|---|
| Quality | Quality | 75% |
| Price | Price | 25% |
Other information
Payment terms
N/A
Description of risks to contract performance
Supplier Non-Performance; Supplier Insolvency/Bankruptcy
Applicable trade agreements
- Government Procurement Agreement (GPA)
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Contracting authorities
University of Leicester
- Public Procurement Organisation Number: PPNM-4297-VLCH
University Road, University Road, Leicester
Leicester
LE1 7RH
United Kingdom
Region: UKF21 - Leicester
Organisation type: Public authority - sub-central government
De Montfort University
- Public Procurement Organisation Number: PDZY-8857-XDBL
The Gateway, University Road, Leicester
Leicester
LE2 7DP
United Kingdom
Contact name: James West
Email: james.west@dmu.ac.uk
Region: UKF21 - Leicester
Organisation type: Public authority - sub-central government
Aston University
- Public Procurement Organisation Number: PTLB-7496-TPTR
Aston Triangle
Birmingham
B4 7ET
United Kingdom
Contact name: Jacob Rankine
Email: j.rankine@aston.ac.uk
Region: UKG31 - Birmingham
Organisation type: Public authority - sub-central government