Section one: Contracting authority
one.1) Name and addresses
UK Research and Innovation
Polaris House, North Star Avenue
SWINDON
SN2 1LF
professionalservices@uksbs.co.uk
Country
United Kingdom
Region code
UKK14 - Swindon
Companies House
OC360004
Internet address(es)
Main address
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://beisgroup.ukp.app.jaggaer.com/
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://beisgroup.ukp.app.jaggaer.com/
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Other activity
Research
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
PS23206 - UKRI Group - Strategic Tax Support
Reference number
PS23206
two.1.2) Main CPV code
- 79000000 - Business services: law, marketing, consulting, recruitment, printing and security
two.1.3) Type of contract
Services
two.1.4) Short description
The final date and time for the submission of bids is Tuesday 24th October 2023 at 11:00
DO NOT apply directly to the buyer.
All tender information MUST be submitted through the Jaggaer eSourcing Portal.
Brief Description of Requirement
The purpose of this tender is to identify a provider of specified core tax services and deliverables, and ad hoc advisory and strategic support to UK Research and Innovation (UKRI) and its subsidiaries in relation to:
• the annual calculation of Corporation Tax including Capital Gains and Losses for UKRI and its wholly owned subsidiaries* starting in the financial year 2023-24;(UKRI's Financial Year is 1st April, until 31st March in the year following), for the five financial years ending 31 March 2028. Draft or results of the annual calculation of Corporation Tax are to be available at pre-agreed times so they can be entered to the respective Financial Year End Accounts for UKRI and its wholly owned subsidiaries
• for UKRI and its wholly owned subsidiaries, a requirement for provision to support the annual submission of the Corporation Tax returns by whatever means mandated by His Majesty's Revenue & Customs (HMRC), for the five financial years ending 31 March 2028, aligned with the statutory timings required for these returns by HMRC
• provision of expertise and advice to ensure UKRI and its wholly owned subsidiaries can maintain compliance with all direct and indirect taxation legislation and regulation across all the jurisdictions in which they operate including (but not limited to) applicable: company; ad valorem/sales; payroll/employment; import/export taxation and duties; and withholding tax
• provision of expertise and advice to ensure UKRI and its wholly-owned subsidiaries can report with annual financial statements, where applicable, against the requirements of IAS12 - Income Taxes, with relation to deferred taxation reporting and disclosures
Please ensure you review all attached information to ensure a full understanding of this requirement. All attachments can be found with the Supplier Attachments tab within the Jaggaer eSourcing Portal.
This contract will be awarded based on the evaluation criteria as set out in the RFP document.
How to Apply
UK Shared Business Services Ltd (UK SBS) will be using the Jaggaer eSourcing Portal for this procurement.
To register on the Jaggaer eSourcing portal please use the link https://beisgroup.ukp.app.jaggaer.com/ and follow the instructions to register as a supplier.
If you are already registered on the Jaggaer eSourcing Portal and wish to participate in this procurement, please use the link: https://beisgroup.ukp.app.jaggaer.com/.
Once you are logged into the system you will be able to locate the Procurement you wish to leave a bid on by clicking the ITTs Open to All Suppliers and searching for the reference number PS23206 or ITT_1130.
two.1.5) Estimated total value
Value excluding VAT: £500,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 79100000 - Legal services
- 79200000 - Accounting, auditing and fiscal services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
The purpose of this tender is to identify a provider of specified core tax services and deliverables, and ad hoc advisory and strategic support to UK Research and Innovation (UKRI) and its subsidiaries in relation to:
• the annual calculation of Corporation Tax including Capital Gains and Losses for UKRI and its wholly owned subsidiaries* starting in the financial year 2023-24;(UKRI's Financial Year is 1st April, until 31st March in the year following), for the five financial years ending 31 March 2028. Draft or results of the annual calculation of Corporation Tax are to be available at pre-agreed times so they can be entered to the respective Financial Year End Accounts for UKRI and its wholly owned subsidiaries
• for UKRI and its wholly owned subsidiaries, a requirement for provision to support the annual submission of the Corporation Tax returns by whatever means mandated by His Majesty's Revenue & Customs (HMRC), for the five financial years ending 31 March 2028, aligned with the statutory timings required for these returns by HMRC
• provision of expertise and advice to ensure UKRI and its wholly owned subsidiaries can maintain compliance with all direct and indirect taxation legislation and regulation across all the jurisdictions in which they operate including (but not limited to) applicable: company; ad valorem/sales; payroll/employment; import/export taxation and duties; and withholding tax
• provision of expertise and advice to ensure UKRI and its wholly-owned subsidiaries can report with annual financial statements, where applicable, against the requirements of IAS12 - Income Taxes, with relation to deferred taxation reporting and disclosures
UKRI does not hold specialist tax expertise inhouse and has decided to tender for outside expertise to support and complete these tasks.
The main purpose of the tender is to find a provider who has competence and knowledge across direct and indirect taxation within the UK and international jurisdictions.
To define the basis for Commercial (trading) and Non-Commercial (Non-Trading) activities that underline potential liabilities, and recoveries on Corporation Tax for both UKRI and its wholly owned subsidiaries.
To provide justification for the basis of the Annual calculations for Corporation Tax, that will be part of the Budgetary and Cash Flow control of UKRI and its wholly owned subsidiaries, and for the inclusion of the calculations into the Annual Accounts of these organisations, for the period of the tender.
To be compliant with HMRC statutory requirements in completing Corporation Tax.
To be able to assess Budgetary and Cash Flow timings and consequences.
To allow knowledge of Corporation Tax analysis and knowledge to be passed to UKRI and Knowledge Transfer Network Ltd staff.
To have access to advice, knowledge, and support on indirect and direct taxation to ensure compliance in all jurisdictions in which UKRI operates.
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: £500,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
4 December 2023
End date
4 December 2028
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
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
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
24 September 2023
Local time
10:00am
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
24 September 2023
Local time
11:00am
Place
Electronically
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.4) Procedures for review
six.4.1) Review body
UK Shared Business Services Ltd
Swindon
Country
United Kingdom
six.4.2) Body responsible for mediation procedures
UK Shared Business Services Ltd
Swindon
Country
United Kingdom
six.4.4) Service from which information about the review procedure may be obtained
UK Shared Business Services Ltd
Swindon
Country
United Kingdom