Hysbysiad contract
Adran I:
Endid
contractio
I.1) Enw a chyfeiriad
University of South Wales
Procurement Manager, University of South Wales, Finance Dept, Llantwit Road
Pontypridd
CF37 1DL
UK
Person cyswllt: Tina Struebig
Ffôn: +44 1443482383
E-bost: tina.struebig@southwales.ac.uk
NUTS: UKL
Cyfeiriad(au) rhyngrwyd
Prif gyfeiriad: https://www.southwales.ac.uk
Cyfeiriad proffil y prynwr: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0315
I.1) Enw a chyfeiriad
Wrexham University
Plas Coch, Mold Road
Wrexham
LL11 2AW
UK
Ffôn: +44 1978293188
E-bost: arwel.staples@wrexham.ac.uk
Ffacs: +44 1978293188
NUTS: UKL23
Cyfeiriad(au) rhyngrwyd
Prif gyfeiriad: https://www.wrexham.ac.uk
Cyfeiriad proffil y prynwr: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0288
I.2) Caffael ar y cyd
Mae a wnelo’r contract â chaffael ar y cyd
I.3) Cyfathrebu
Mae'r dogfennau caffael ar gael ar gyfer mynediad uniongyrchol anghyfyngedig a llawn, yn rhad ac am ddim ar:
https://www.sell2wales.gov.wales/
Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod
Rhaid anfon tendrau neu geisiadau i gymryd rhan yn electronig at:
https://www.sell2wales.gov.wales/
I.4) Y math o awdurdod contractio
Corff a lywodraethir gan gyfraith gyhoeddus
I.5) Prif weithgaredd
Addysg
Adran II: Gwrthrych
II.1) Cwmpas y caffaeliad
II.1.1) Teitl
Provision of External Audit Services to University of South Wales Group & Wrexham University Group
Cyfeirnod: 1844
II.1.2) Prif god CPV
79210000
II.1.3) Y math o gontract
Gwasanaethau
II.1.4) Disgrifiad byr
The University of South Wales has a requirement to tender for the provision of External Audit Services to the University of South Wales Group and Wrexham University Group, the parties to this tender.
The University of South Wales Group and Wrexham University Group, parties to this tender, are seeking to appoint external auditors for up to a maximum of five years (three years in the first instance with the option of up to 2 x 1 year extensions on a +1, +1 basis) with effect from 1 August 2024. The appointment would be subject to the continued satisfactory performance by the successful service provider as well as meeting the target of agreed KPI’s.
II.1.6) Gwybodaeth am lotiau
Mae’r contract hwn wedi’i rannu’n lotiau:
Ydy
Gellir cyflwyno tendrau ar gyfer uchafswm nifer o 2 lotiau
Ceidw’r awdurdod contractio yr hawl i ddyfarnu contractau gan gyfuno’r lotiau neu’r grwpiau o lotiau canlynol:
Lot 1 & Lot 2
II.2) Disgrifiad
Rhif y Lot 1
II.2.1) Teitl
External Audit Services to University of South Wales Group & Wrexham University
II.2.2) Cod(au) CPV ychwanegol
79210000
79212000
79212300
II.2.3) Man cyflawni
Cod NUTS:
UKL15
Prif safle neu fan cyflawni:
Pontypridd, Cardiff, Merthyr - University of South Wales Group Wrexham - Wrexham University
II.2.4) Disgrifiad o’r caffaeliad
The University of South Wales Group and Wrexham University, parties to this tender, are seeking to appoint external auditors for up to a maximum of five years (three years in the first instance with the option of up to 2 x 1 year extensions on a +1, +1 basis) with effect from 1 August 2024. The appointment would be subject to the continued satisfactory performance by the successful service provider as well as meeting the target of agreed KPI’s.
REQUIREMENT OVERVIEW
The Parties to the tender requires the successful provider to deliver an external audit service to include the requirements detailed in the table below.
The tender has been split into two lots for which we will accept bids for individual lots or both lots.
- Lot 1 comprises the University of South Wales and its two colleges, RWCMD and Merthyr College, and Wrexham University. See table in PQQ attached to this notice for full scope.
The primary role of the external auditors will be to report on the financial statements of the parties to this tender and all its subsidiary companies and to carry out whatever examination of the statements, underlying records and control systems is necessary to reach their opinion on the financial statements.
The auditor’s report should state whether funds received from HEFCW(to be known as CTER from August 2024) and other bodies have been applied for the purposes intended and in accordance with HEFCW’s accounts direction, HEFCW’s audit code of practice and the Financial Management Code issued under the Higher Education (Wales) Act 2015 and the latest SORP – please find link https://www.frc.org.uk/accountants/accounting-and-reporting-policy/uk-accounting-standards/statements-of-recommended-practice-(sorps)
In addition to the opinion on the financial statements, the appointed auditors will be required to express an opinion on the University’s Corporate Governance statement. Both Universities are keen to adopt best practice in respect of Corporate Governance and would be interested in any relevant experience, which will assist it in this respect.
The audit of the financial statements is generally undertaken in two stages, an interim audit in June and final fieldwork completed from September onwards.
All financial statements are to be finalised and signed by the relevant committees and board meeting dates in November to allow circulation to HEFCW at the 30 November.
Representatives from the external auditors will be expected to attend the Audit Committee meetings as and when required. Audit Committee meetings take place four times per year. These are during September, November, March and June. Dates will be confirmed.
II.2.5) Meini prawf dyfarnu
Maen prawf isod:
Maes prawf ansawdd: Quality of the audit process
/ Pwysoliad: 20
Maes prawf ansawdd: Risk Management
/ Pwysoliad: 10
Maes prawf ansawdd: Relationship Management
/ Pwysoliad: 10
Maes prawf ansawdd: Service Delivery
/ Pwysoliad: 10
Maes prawf ansawdd: Audit Methodology & Software
/ Pwysoliad: 5
Maes prawf ansawdd: Terms & Conditions
/ Pwysoliad: 5
Maes prawf ansawdd: Social Value
/ Pwysoliad: 5
Maes prawf ansawdd: Interview
/ Pwysoliad: 10
Price
/ Pwysoliad:
25
II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig
Hyd mewn misoedd: 36
Gall y contract hwn gael ei adnewyddu: Ydy
Disgrifiad o’r adnewyddiadau:
This contract will commence 1st August 2024, subject to the Parties respective Board approval, and will run for an initial 3 year term with an option of up to 2 x 1 year extensions on a +1, +1 basis, subject to agreement by the parties
II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd
Yr isafswm nifer a ragwelir: 3
II.2.10) Gwybodaeth am amrywiadau
Derbynnir amrywiadau:
Na
II.2.11) Gwybodaeth am opsiynau
Opsiynau:
Na
II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd
Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd:
Na
Rhif y Lot 2
II.2.1) Teitl
External Audit Services to the subsidiary companies of both institutions plus Grant audits
II.2.2) Cod(au) CPV ychwanegol
79212000
79212100
79212300
II.2.3) Man cyflawni
Cod NUTS:
UKL15
Prif safle neu fan cyflawni:
Pontypridd, Cardiff, Merthyr - University of South Wales Group;
Wrexham - University of Wrexham
II.2.4) Disgrifiad o’r caffaeliad
The University of South Wales Group and Wrexham University, parties to this tender, are seeking to appoint external auditors for up to a maximum of five years (three years in the first instance with the option of up to 2 x 1 year extensions on a +1, +1 basis) with effect from 1 August 2024. The appointment would be subject to the continued satisfactory performance by the successful service provider as well as meeting the target of agreed KPI’s.
The Parties to the tender requires the successful provider to deliver an external audit service to include the requirements detailed in the table below.
The tender has been split into two lots for which we will accept bids for individual lots or both lots.
- Lot 2 comprises the subsidiary companies of both Institutions plus Grant audits. See PQQ document attached to this notice for full scope of requirements.
II.2.5) Meini prawf dyfarnu
Maen prawf isod:
Maes prawf ansawdd: Quality of the audit process
/ Pwysoliad: 20
Maes prawf ansawdd: Risk Management
/ Pwysoliad: 10
Maes prawf ansawdd: Relationship Management
/ Pwysoliad: 10
Maes prawf ansawdd: Service Delivery
/ Pwysoliad: 10
Maes prawf ansawdd: Audit Methodology & Software
/ Pwysoliad: 5
Maes prawf ansawdd: Terms & Conditions
/ Pwysoliad: 5
Maes prawf ansawdd: Social Value
/ Pwysoliad: 5
Maes prawf ansawdd: Interview
/ Pwysoliad: 10
Price
/ Pwysoliad:
25
II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig
Hyd mewn misoedd: 36
Gall y contract hwn gael ei adnewyddu: Ydy
Disgrifiad o’r adnewyddiadau:
This contract will commence 1st August 2024, subject to the Parties respective Board approval, and will run for an initial 3 year term with an option of up to 2 x 1 year extensions on a +1, +1 basis, subject to agreement by the parties
II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd
Yr isafswm nifer a ragwelir: 3
II.2.10) Gwybodaeth am amrywiadau
Derbynnir amrywiadau:
Na
II.2.11) Gwybodaeth am opsiynau
Opsiynau:
Na
II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd
Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd:
Na
Section III: Gwybodaeth gyfreithiol, economaidd, ariannol a thechnegol
III.1) Amodau ar gyfer cymryd rhan
III.1.1) Addasrwydd i ymgymryd â’r gweithgaredd proffesiynol, gan gynnwys gofynion mewn perthynas â chofrestru ar gofrestri proffesiynol neu gofrestri masnach
Rhestr a disgrifiad byr o’r amodau:
See PQQ for full information
III.1.2) Statws economaidd ac ariannol
Meini prawf dethol fel y’u nodir yn y dogfennau caffael
III.1.3) Gallu technegol a phroffesiynol
Meini prawf dethol fel y’u nodir yn y dogfennau caffael
III.2) Amodau sy’n gysylltiedig â’r contract
III.2.1) Gwybodaeth am broffesiwn penodol
PDim ond proffesiwn penodol all gymryd rhan : Ydy
Cyfeiriad at y ddeddf, rheoliad neu ddarpariaeth weinyddol berthnasol:
See PQQ for full information
III.2.2) Amodau perfformiad contractau
Performance monitoring - See PQQ & ITT for full information
III.2.3) Gwybodaeth am y staff a fydd yn gyfrifol am gyflawni’r contract
Rhwymedigaeth i nodi enwau a chymwysterau proffesiynol y staff a glustnodwyd i gyflawni’r contract
Section IV: Gweithdrefn
IV.1) Disgrifiad
IV.1.1) Y math o weithdrefn
Gweithdrefn gystadleuol gyda negodi
IV.1.5) Gwybodaeth am negodi
Ceidw’r awdurdod contractio yr hawl i ddyfarnu’r contract ar sail y tendrau gwreiddiol heb gynnal negodiadau
IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)
The procurement is covered by the Government Procurement Agreement:
Ydy
IV.2) Gwybodaeth weinyddol
IV.2.2) Terfyn amser i dendrau neu geisiadau i gymryd rhan ddod i law
Dyddiad:
12/04/2024
Amser lleol: 12:00
IV.2.3) Dyddiad amcangyfrifedig ar gyfer anfon gwahoddiadau i dendro neu i gymryd rhan at yr ymgeiswyr a ddewiswyd
Dyddiad:
22/04/2024
IV.2.4) Ym mha iaith/ieithoedd y gellir cyflwyno tendrau neu geisiadau i gymryd rhan
EN
CY
IV.2.6) Yr isafswm cyfnod gofynnol i’r sawl sy’n tendro gynnal y tendr
Hyd mewn misoedd: 5 (o’r dyddiad a nodwyd i dendr ddod i law)
Section VI: Gwybodaeth ategol
VI.1) Gwybodaeth am ailddigwydd
Caffaeliad cylchol yw hwn:
Na
VI.2) Gwybodaeth am lifau gwaith electronig
Defnyddir archebion electronig
Derbynnir anfonebau electronig
Defnyddir taliadau electronig
VI.3) Gwybodaeth ychwanegol
Supplier Engagement Meeting
As part of engaging with prospective suppliers, USW is looking to hold Supplier Engagement meetings in order to introduce the University of South Wales and Wrexham University to you.
The dates scheduled are w/c 25th March 2024 and shall be by appointment only and held On Microsoft Teams
Please email Procurement@southwales.ac.uk to note your interest in attending, providing the following information:
Company name;
Attendees name and role - Please limit attendees to no more than three;
Lot(s) interested in
You are invited to submit any questions you have, in advance of the meetings, via the Sell2Wales Q & A function of this notice. (Please note the below deadline for questions is for the Supplier Engagement meetings only.
This is to ensure that all interested parties have as much information to inform as early in the process as possible. Further questions are allowed in line with the deadline in the tender document prior to the return of PQQ submissions.
Questions, in advance of the meeting, need to be submitted by:
midday, Wednesday 20th March 2024.
These questions will be answered in the meeting(s) and once the meeting is concluded they will be shared via an additional document to this notice for transparency.
Should any questions not be answered during the meeting we will include the answers to them via the additional document also.
NOTE: please submit your questions for the Supplier Engagement Meetings in one posting (if possible) to the Q & A function.
NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=139607.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.sell2wales.gov.wales/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.
Under the terms of this contract the successful supplier(s) will be required to deliver Community Benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The Community Benefits included in this contract are:
Please see PQQ for full details
(WA Ref:139607)
VI.4) Gweithdrefnau adolygu
VI.4.1) Corff adolygu
High Court
Royal Courts of Justice, The Strand
London
WC2A 2LL
UK
Ffôn: +44 2079477501
VI.5) Dyddiad anfon yr hysbysiad hwn
13/03/2024