Section one: Contracting authority
one.1) Name and addresses
Jigsaw Homes Group
Cavendish 249, Cavendish Street
Ashton-under-Lyne
OL6 7AT
procurement@jigsawhomes.org.uk
Telephone
+44 1613312192
Country
United Kingdom
NUTS code
UKD3 - Greater Manchester
Internet address(es)
Main address
https://www.jigsawhomes.org.uk
Buyer's address
https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA8761
one.2) Information about 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://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA8761
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA8761
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
https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA8761
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Housing and community amenities
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Provision of External Audit & Taxation Services to Jigsaw Homes Group.
Reference number
JHG27072021-PEATS
two.1.2) Main CPV code
- 79200000 - Accounting, auditing and fiscal services
two.1.3) Type of contract
Services
two.1.4) Short description
Jigsaw Homes Group is inviting tenders for the provision of external audit and taxation services.
The Group’s Risk & Audit Committee has reviewed the Group’s approach to the provision of external audit. The results of this review are that:
- The Group wishes to ensure that the external audit function is suitably robust and able to meet the needs of one of the largest housing groups in the North West;
- The Group is seeking to appoint a firm which is committed to working with us to provide levels of assurance to the Risk & Audit Committee and the Group Board that acknowledge our size, geographic spread and diverse activity.
- The Group believes it can deliver better value for money from procuring external audit and taxation services from the same supplier.
- The Group is looking for a partner who can provide benchmarking and added value to the Group
two.1.5) Estimated total value
Value excluding VAT: £1,100,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 79210000 - Accounting and auditing services
two.2.3) Place of performance
NUTS codes
- UKD3 - Greater Manchester
Main site or place of performance
Jigsaw Homes Group
Cavendish 249
Cavendish Street
Ashton – under – Lyne
Lancs
OL6 7AT
two.2.4) Description of the procurement
Jigsaw Group is inviting tenders for the provision of external audit and taxation services.
Any professional firm looking to tender for the provision of external audit and taxation services should address the following requirements.
The firm should be able to be objective in the performance of its duties by complying with the following requirements;
- No relationship exists between any board/staff members of the Group (including subsidiaries) and the audit firm’s staff that might undermine the objectivity or independence of the audit.
- No current member of the audit firm’s staff is presently a board or staff member at Jigsaw.
- The audit firm does not provide other services to Jigsaw that might undermine the objectivity or independence of the audit.
- The firm should be able to demonstrate that it has relevant experience in the social housing sector and has the necessary, locally based resources to carry-out the audit, taking into account the size, location and nature of the audit. As part of the tender document, the firm is to provide full details of the office and the proposed team (demonstrating social housing experience and expertise) to provide the service and which other social housing clients the team serves. Jigsaw may require the firm to provide contact details to allow it to take references.
- The audit must be carried out in accordance with up to date auditing standards, any code of practices relevant for registered providers, and comprises such examination of the financial statements, underlying records and control systems as is necessary to reach an opinion of the financial statements. The appointed firm may wish to liaise with the internal audit team and place reliance on their work where appropriate.
two.2.5) Award criteria
Quality criterion - Name: Resource / Weighting: 15%
Quality criterion - Name: Innovation & Added Value / Weighting: 5%
Quality criterion - Name: Services Delivery / Weighting: 10%
Quality criterion - Name: Reporting / Weighting: 5%
Quality criterion - Name: Social Value / Weighting: 5%
Price - Weighting: 60%
two.2.6) Estimated value
Value excluding VAT: £1,100,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
6 October 2021
End date
5 October 2024
This contract is subject to renewal
Yes
Description of renewals
Jigsaw Homes Group have sole discretion to review and extend the contract for up to 3 years.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
It is envisaged that with any growing organisation there may be the requirement for the provision of specialist ongoing ad-hoc advice on for example corporation tax and VAT planning opportunities. It is appreciated that the scope of such advice falls outside of this tender, but firms are actively encouraged to highlight specific areas of professional expertise where it believes it can add real value to Jigsaw.
two.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
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.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
- The Group wishes to ensure that the external audit function is suitably robust and able to meet the needs of one of the largest housing groups in the North West;
- The Group is seeking to appoint a firm which is committed to working with us to provide levels of assurance to the Risk & Audit Committee and the Group Board that acknowledge our size, geographic spread and diverse activity.
- The Group believes it can deliver better value for money from procuring external audit and taxation services from the same supplier.
- The Group is looking for a partner who can provide benchmarking and added value to the Group
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
three.2) Conditions related to the contract
three.2.2) Contract performance conditions
Bidders will be required to produce;
Audit
- Certification of the annual Jigsaw treasury vehicle SOCI and SOFP aggregation and associated borrower group covenant calculations. Please note that Jigsaw will prepare the aggregation and borrower group covenant calculations based on the relevant entities annual audited financial statements.
- Management letter to the board.
- Interim audit report.
- Attendance at least the quarterly meetings of the Risk & Audit Committee.
Taxation Services
- Preparation of the relevant taxation calculations and disclosure for inclusion in the financial statements.
- Preparation and filing of the Group’s annual corporation tax returns to HMRC
three.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 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: No
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
27 July 2021
Local time
12:00pm
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
Duration in months: 3 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
27 July 2021
Local time
12:00pm
Place
Jigsaw Homes Head Office
Information about authorised persons and opening procedure
Opened by authorised Executive Directors at jigsaw Group
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
NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at https://www.mytenders.co.uk/Search/Search_Switch.aspx?ID=223136.
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.mytenders.co.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.
(MT Ref:223136)
six.4) Procedures for review
six.4.1) Review body
Public Procurement Review Service
Cabinet Office
London
publicprocurementreview@cabinetoffice.gov.uk
Telephone
+44 3450103503
Country
United Kingdom
Internet address
https://www.gov.uk/government/publications/public-procurement-review-service-scope-and-remit