Contract

Provision of Tax Advice and Tax Related Services

  • University of Strathclyde

F03: Contract award notice

Notice identifier: 2023/S 000-022548

Procurement identifier (OCID): ocds-h6vhtk-03eca4

Published 3 August 2023, 9:56am



Section one: Contracting authority

one.1) Name and addresses

University of Strathclyde

40 George Street, Procurement Department

Glasgow

G1 1QE

Email

jemma.wylie@strath.ac.uk

Telephone

+44 1415484451

Country

United Kingdom

NUTS code

UKM82 - Glasgow City

Internet address(es)

Main address

http://www.strath.ac.uk/

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00113

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Education


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Provision of Tax Advice and Tax Related Services

Reference number

UOS-19384-2021

two.1.2) Main CPV code

  • 79221000 - Tax consultancy services

two.1.3) Type of contract

Services

two.1.4) Short description

The University of Strathclyde requires a supplier/suppliers to provide Tax Advice and Tax related services. The University will require both Advisory and compliance related services from the provider. Additionally, as the University has an international presence overseas, Tax Advisory and Compliance services will be required for both UK and International requirements.

This requirement will be published as a multi-supplier framework opportunity.

two.1.6) Information about lots

This contract is divided into lots: Yes

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £604,000

two.2) Description

two.2.1) Title

Direct Taxes

Lot No

1

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services

two.2.3) Place of performance

NUTS codes
  • UKM82 - Glasgow City

two.2.4) Description of the procurement

It is anticipated that this Lot will include, but not be limited to:

- Preparation of the annual corporation tax return, based on inputs from the Tax Manager.

- Review and submission to HMRC (including filing requirements of annual accounts e.g. iXBRL tagging).

- Provision of Corporation tax advisory services

- General payroll and employment related tax advisory services

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 60

Cost criterion - Name: Cost / Weighting: 40

two.2.11) Information about options

Options: Yes

Description of options

The University at its sole description reserves the right to request additional services by the successful tenderer either intended as partial replacement of the existing services or as an extension of the existing services. The Contracting Authority may at its sole discretion exercise this option.

two.2.13) Information about European Union Funds

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

two.2.14) Additional information

The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

two.2) Description

two.2.1) Title

Indirect Taxes

Lot No

2

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services

two.2.3) Place of performance

NUTS codes
  • UKM82 - Glasgow City

two.2.4) Description of the procurement

It is anticipated that this Lot will include, but not be limited to:

- VAT Compliance, including the review of the annual partial exemption calculation

- VAT advisory services

- Customs duty advisory support services

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 60

Cost criterion - Name: Cost / Weighting: 40

two.2.11) Information about options

Options: Yes

Description of options

The Contracting Authority reserves the right to request additional services by the successful tenderer either intended as partial replacement of the existing services or as the extension of existing services. The Contracting authority may at its sole discretion exercise this option.

two.2.13) Information about European Union Funds

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

two.2.14) Additional information

The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

two.2) Description

two.2.1) Title

Advisory and Global Mobility Services

Lot No

3

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services
  • 98910000 - Services specific to international organisations and bodies

two.2.3) Place of performance

NUTS codes
  • UKM82 - Glasgow City

two.2.4) Description of the procurement

It is anticipated that this Lot will include, but not be limited to:

- General advice on overseas taxes including but not limited to and depending on the overseas jurisdiction: corporate, personal, VAT, WHT, digital etc.

- advice in respect to overseas employer and employee tax, social security and associated reporting, payment and/or filing obligations

-assistance in implementing payroll and reporting requirements in overseas jurisdictions

Full details of the requirement can be found in Appendix E-Specification in the Tender documentation. This document additionally includes a list of overseas jurisdictions the University has required advice in recent years, provided in Annex A.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 60

Cost criterion - Name: Cost / Weighting: 40

two.2.11) Information about options

Options: Yes

Description of options

The Contracting Authority reserves the right to request additional deliveries by the successful tenderer either intended as partial replacement of the existing services or or as the extension of existing services. The Contracting authority may at its sole discretion exercise this option

two.2.13) Information about European Union Funds

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

two.2.14) Additional information

The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

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.2.1) Previous publication concerning this procedure

Notice number: 2022/S 022-680797


Section five. Award of contract

Lot No

1

Title

Direct Taxes

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

30 September 2022

five.2.2) Information about tenders

Number of tenders received: 6

Number of tenders received from SMEs: 1

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 6

Number of tenders received by electronic means: 6

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

BDO LLP

55 Baker Street

London

W1U 7EU

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

KPMG

15 Canada Square, East Building

London

E14 5GL

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

RSM (Quick Quote contact)

6th Floor, 25 Farringdon Street

London

EC4A 4AB

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £220,000


Section five. Award of contract

Lot No

2

Title

Indirect Taxes

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

30 September 2022

five.2.2) Information about tenders

Number of tenders received: 5

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 5

Number of tenders received by electronic means: 5

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

BDO LLP

55 Baker Street

London

W1U 7EU

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

KPMG

15 Canada Square, East Building

London

E14 5GL

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

RSM (Quick Quote contact)

6th Floor, 25 Farringdon Street

London

EC4A 4AB

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

Centurion VAT Specialists ALL Limited

Celtic House , Caxton Place

Cardiff

CF23 8HA

Country

United Kingdom

NUTS code
  • UKL22 - Cardiff and Vale of Glamorgan
The contractor is an SME

Yes

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £184,000


Section five. Award of contract

Lot No

3

Title

Advisory and Global Mobility Services

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

30 September 2022

five.2.2) Information about tenders

Number of tenders received: 7

Number of tenders received from SMEs: 1

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 6

Number of tenders received by electronic means: 6

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

BDO LLP

55 Baker Street

London

W1U 7EU

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

KPMG

15 Canada Square, East Building

London

E14 5GL

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £200,000


Section six. Complementary information

six.3) Additional information

The University of Strathclyde does not guarantee any business under this framework.

The University is seeking to appoint a minimum of 3 and a maximum of 5 contractors to service each of these Lots. The University reserves the right to award this contract at its entire discretion to one supplier, multiple suppliers or to award the contract in whole or in part.

(SC Ref:739809)

six.4) Procedures for review

six.4.1) Review body

Glasgow Sheriff Court

Glasgow

Country

United Kingdom