Planning

Provision of Tax Advice and Tax Related Services

  • University of Strathclyde

F01: Prior information notice (prior information only)

Notice identifier: 2021/S 000-025474

Procurement identifier (OCID): ocds-h6vhtk-02eaef

Published 12 October 2021, 1:44pm



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.3) Communication

Additional information can be obtained from the above-mentioned address

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 is currently undertaking a market scoping exercise, under Regulation 41 of the Public Contracts (Scotland) Regulations 2015, to understand levels of interest in working with the University to establish a framework for Tax Advise and Tax related services.

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.

It is anticipated that 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.2) Description

two.2.1) Title

Tax Planning

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:

Tax advice to ensure effective and efficient tax management across the university.

Analysis and guidance to the university on VAT matters relating to new developments, with specific input to VAT aspects of business plans, including but not limited to:

- Advice and implications of corporate structures

- Option to tax advice and implications

- Consideration of transfer of a going concern

- Proposals for tax efficient arrangements (maximising recovery without undue risk and administrative burden)

- Analysis and guidance on the set up of new Capital Good Sectors.

Provision of strategic advice to the University on corporation and other tax matters (eg LBTT) relating to new developments, with specific input to tax aspects of business plans.

two.2) Description

two.2.1) Title

VAT Advisory

Lot No

3

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:

General VAT advice

Providing guidance on implications for the university on changes in legislation, including any changes which may be required to systems and processes (e.g. MTD or similar changes).

VAT rating

Advice of changes to VAT rates and the impact on the university

Ad-hoc VAT queries (e.g. provision of advice in relation to specific queries on VAT implications of contracts between the university and customers/funders specifically whether the supply is standard rated/zero rated or exempt).

two.2) Description

two.2.1) Title

VAT Compliance

Lot No

4

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services
  • 48412000 - Tax preparation software package

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:

Review annual partial exemption calculation, prepared by the Tax Manager.

two.2) Description

two.2.1) Title

Overseas Tax and Global Mobility

Lot No

5

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:

General advice on overseas taxes (corporate, persoanl, VAT, WHT, digital etc).

Global mobility implications of employees working overseas.

Overseas planning to ensure collaborations/working arrangements are structured in a tax efficient way whilst ensuring tax compliance and efficiency to limit liabilities.

Advice and implications of overseas registration for the university and subsequent set up as and where approriate (e.g. payroll operations, in country registrations, in country filing of returns and making payments as required)

Minimising tax liabilities without risk of no compliance.

Providing guidance on changes in legislation for any overseas tax operations.

two.2) Description

two.2.1) Title

Employment Taxes (UK)

Lot No

6

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:

General payroll and employment related tax advice

Providing guidance and implications for the university on changes in legislation, including any changes which may be required to systems and processes (e.g. IR35, JRS or RTI).

Payroll regulations and requirements

Employee remuneration, reward and benefits (taxability, processing and management - P11D, PAYE settlement agreements)

two.2) Description

two.2.1) Title

Corporate Tax Compliance

Lot No

1

two.2.2) Additional CPV code(s)

  • 79221000 - Tax consultancy services
  • 66122000 - Corporate finance and venture capital 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 submit to HMRC (including filing requirements of annual accounts e.g. iXBRL tagging).

Provide guidance on implications for the University on changes in legislation and technological requirements (e.g. MTD).

two.3) Estimated date of publication of contract notice

1 November 2021


Section four. Procedure

four.1) Description

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

The procurement is covered by the Government Procurement Agreement: Yes


Section six. Complementary information

six.3) Additional information

The University is currently undertaking a market scoping exercise, under Regulation 41 of the Public Contract (Scotland) Regulations 2015, to understand levels of interest in working with the University to establish a framework for Tax Advice and tax related services.

Please note the Lot Structure is exemplary of the University's anticipated requirements and may be subject to change.

Parties noting interest will be contacted by the University and may be required to provide additional information to allow validation of their ability to deliver the requirements of this notice. Such information is considered as market consultation and may be used to prepare the procurement activity.

Please note, the University will only engage with organisations that have registered an interest in the PIN by 21st October 2021.

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=668018.

(SC Ref:668018)