UK-Edinburgh: tax consultancy services

Organisation text: 
University Of Edinburgh
Main activities: 
Contract notice
Type of contract: 
Service contract
Bid type: 
Global tender
Awarding procedure: 
Open procedure
Award criteria: 
The most economic tender
Tuesday, March 20, 2012
Thursday, April 26, 2012 - 12:00
Tender cycle: 
Tender ID: 
2012/S 55-89960

Directive 2004/18/EC

Section I: Contracting authority

  • I.1) Name, addresses and contact point(s)

    For the attention of: Gordon Whittaker
    Contact: Procurement
    University Of Edinburgh
    Charles Stewart House, 9-16 Chambers Street
    EH1 1HT
    Tel: +44 1316502759
    Fax: +44 1316502154

    Internet address(es):

    General address of the contracting authority:

    Address of the buyer profile:

    Further information can be obtained from:
    Contact point(s): For the attention of: Telephone: Fax: Internet address: University Of Edinburgh
    Charles Stewart House, 9-16 Chambers Street
    Gordon Whittaker
    EH1 1HT Edinburgh
    +44 1316502759
    +44 1316502154

    Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from:
    For the attention of: Telephone: Fax: Internet address: University Of Edinburgh
    Charles Stewart House, 9-16 Chambers Street
    Gordon Whittaker
    EH1 1HT Edinburgh
    +44 1316502759
    +44 1316502154

    Tenders or requests to participate must be sent to:
    For the attention of: Telephone: Fax: Internet address: University Of Edinburgh
    Charles Stewart House, 9-16 Chambers Street
    Gordon Whittaker
    EH1 1HT Edinburgh
    +44 1316502759
    +44 1316502154
  • I.2) Type of the contracting authority

    Ministry or any other national or federal authority, including their regional or local sub-divisions

  • I.3) Main activity


  • I.4) Contract award on behalf of other contracting authorities

    The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

  • II.1) Description

    • II.1.1) Title attributed to the contract by the contracting authority:

      Taxation advice and related services.

    • II.1.2) Type of contract and location of works, place of delivery or of performance


      Service category No 9: Accounting, auditing and bookkeeping services

      Main site or location of works, place of delivery or of performance: University of Edinburgh various.

      NUTS code UK

    • II.1.3) Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

      The notice involves a public contract

    • II.1.4) Information on framework agreement

      Not provided

    • II.1.5) Short description of the contract or purchase(s)

      The University of Edinburgh requires Taxation Advice and a range of related services and proposes to award a contract for a period of 2 years, which may be extended to 4 years, all subject to annual performance review, with a 3-month termination notice period.

      This will include ensuring the provision of high quality, reliable and cost-effective taxation advice and related services to the University, and, at their sole discretion, to such of its subsidiary companies through the award of a contract to the service provider for specific taxation and related services.

      The supplier will be engaged to provide advice at the request, and under the direction of, nominated UOE representatives relating primarily to interpretation and application of UK tax law specifically as it applies to UK Higher Education Institutions.

      The appointed organisation (the Appointee) will cover the following scope of work with or on behalf of UOE (the Client):

      — Advice on Direct Tax, Corporation Tax, VAT and other indirect taxes to UOE and its nominated subsidiary companies,

      — Assistance with preparation and submission of Corporation tax returns for the University and its nominated subsidiary companies.

      Full scope of the requirement listed in the Invitation to Tender documentation.

    • II.1.6) Common procurement vocabulary (CPV)

      79221000, 79222000

    • II.1.7) Information about Government Procurement Agreement (GPA)

      The contract is covered by the Government Procurement Agreement (GPA): yes

    • II.1.8) Lots

      This contract is divided into lots: no

    • II.1.9) Information about variants

      Variants will be accepted: no

  • II.2) Quantity or scope of the contract

    • II.2.1) Total quantity or scope:

      Not provided

    • II.2.2) Information about options

      Options: no

    • II.2.3) Information about renewals

      This contract is subject to renewal: no

  • II.3) Duration of the contract or time limit for completion

    Not provided

Section III: Legal, economic, financial and technical information

  • III.1) Conditions relating to the contract

    • III.1.1) Deposits and guarantees required:

      Not provided

    • III.1.2) Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

      Not provided

    • III.1.3) Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

      Not provided

    • III.1.4) Other particular conditions

      The performance of the contract is subject to particular conditions: no

  • III.2) Conditions for participation

    • III.2.1) Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

      Not provided

    • III.2.2) Economic and financial ability

      Not provided

    • III.2.3) Technical capacity

      Not provided

    • III.2.4) Information about reserved contracts

      Not provided

  • III.3) Conditions specific to services contracts

    • III.3.1) Information about a particular profession

      Not provided

    • III.3.2) Staff responsible for the execution of the service

      Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

  • IV.1) Type of procedure

    • IV.1.1) Type of procedure


    • IV.1.2) Limitations on the number of operators who will be invited to tender or to participate

      Not provided

    • IV.1.3) Reduction of the number of operators during the negotiation or dialogue

      Not provided

  • IV.2) Award criteria

    • IV.2.1) Award criteria

      The most economically advantageous tender in terms of the criteria stated below

      1. Quality. Weighting 75

      2. Price. Weighting 25

    • IV.2.2) Information about electronic auction

      An electronic auction will be used: no

  • IV.3) Administrative information

    • IV.3.1) File reference number attributed by the contracting authority:

      EC/0538/tax advice and related services

    • IV.3.2) Previous publication(s) concerning the same contract

      Not provided

    • IV.3.3) Conditions for obtaining specifications and additional documents or descriptive document

      Time limit for receipt of requests for documents or for accessing documents: 24.4.2012

    • IV.3.4) Time limit for receipt of tenders or requests to participate

      26.4.2012 - 12:00

    • IV.3.5) Date of dispatch of invitations to tender or to participate to selected candidates

      Not provided

    • IV.3.6) Language(s) in which tenders or requests to participate may be drawn up


    • IV.3.7) Minimum time frame during which the tenderer must maintain the tender

      Not provided

    • IV.3.8) Conditions for opening tenders

      Date: 26.4.2012 - 13:00


      Procurement Office, University of Edinburgh.

Section VI: Complementary information

  • VI.1) Information about recurrence

    Not provided

  • VI.2) Information about European Union funds

    Not provided

  • VI.3) Additional information

    University of Edinburgh operate an electronic tender system and all interst should be registed via the Intend system at the follwing address

    Once logged into the site, suppliers can download the ITT details from a secure and confidential e-tender site. Suppliers will be able to upload their offer details back into the site. No other parties can view your documents, apart from The University, following the official closing time and date.

    (SC Ref:223240).

  • VI.4) Procedures for appeal

    • VI.4.1) Body responsible for appeal procedures

      Not provided

    • VI.4.2) Lodging of appeals

      Not provided

    • VI.4.3) Service from which information about the lodging of appeals may be obtained

      Not provided

  • VI.5) Date of dispatch of this notice:


Low Value Tender: