UK-Liverpool: general management consultancy services

Request For Proposals

Country:

United Kingdom

City/Locality:

LIVERPOOL

Notice/Contract Number:

eu:86533-2009

Publication Date:

Mar 27, 2009

Deadline:

May 15, 2009

Buyer:

OGCBUYING.SOLUTIONS

Original Language:

English

Address:

OGCBUYING.SOLUTIONS
LIVERPOOL, UNITED KINGDOM
United Kingdom

Web Site:

www.ogcbuyingsolutions.gov.uk

view in:

Notice Type: 2220 - Contract notice
Regulation of Procurement: European Communities, with participation by GPA countries
EU Official Journal Publication: 60/2009, #86533-2009
Contract Nature: Service contract
Procedure Type: Restricted procedure
Type of Bid Required: Global or partial tender
Awarding Criteria: The most economic tender

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CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): OGCbuying.solutions, Royal
Liver Building, Pier Head, Attn: Customer Service Desk, UK-Liverpool L3
1PE. Tel. +44 8454102222. E-mail: custcare@ogcbs.gsi.gov.uk. Fax +44
8454102222.
Internet address(es):
General address of the contracting authority:
www.ogcbuyingsolutions.gov.uk.
Further information can be obtained at: URL:
https://ogcbs.bravosolution.com.
Specifications and additional documents (including documents for
competitive dialogue and a dynamic purchasing system) can be obtained at:
URL: https://ogcbs.bravosolution.com.
Tenders or requests to participate must be sent to: URL:
https://ogcbs.bravosolution.com.
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
Ministry or any other national or federal authority, including their
regional or local sub-divisions.
Other: Public Procurement.
The contracting authority is purchasing on behalf of other contracting
authorities: yes.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
Consultancy Services.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 11.
Main place of performance: Primarily in the UK with some limited
requirements overseas.
NUTS code: UK.
II.1.3) The notice involves: The establishment of a framework agreement.
II.1.4) Information on framework agreement: Framework agreement with
several operators.
Duration of the framework agreement: Duration in year(s): 3
Estimated total value of purchases for the entire duration of the
framework agreement:
Estimated value excluding VAT: 4 000 000 000 GBP.
II.1.5) Short description of the contract or purchase(s):
OGCbuying.solutions as the Contracting Authority is testablish a Pan
Government Collaborative Framework Agreement for use by or on behalf of UK
public sector bodies. These will include Central Government Departments &
their Agencies -Home Office.
Department for Children Schools and Families.
Department for Innovation, Universities and Skills, Department for
Transport, Department for the Environment, Food and Rural Affairs,
Department for Work and Pensions, Cabinet Office, Her Majesty's Revenue
and Customs, Department of Health and its associated Arms Length Bodies
(ALB’s), NHS - all participating NHS bodies.
(whether acting individually, or on behalf of, or together as members of.
Any consortia) along with any other non-NHS bodies which the.
Participants deem necessary for the delivery of services or goods to NHS.
Bodies, local authorities, other government departments or.
Non-departmental public bodies charged with the delivery of healthcare.
Or health related services.
Local Authorities, Police & Emergency Services, Educational
Establishments, Utilities and Registered Charities.
The above Public Sector Bodies have a need for Business and Management
Consultancy, Financial Consultancy, Accounting and Auditing Services,
Programme and Project Management, HR, Procurement, Marketing and Market
Research Consultancy.
The Framework Agreement will be for a period of 3 years with an option to
extend for up tan additional year.
Buying Solutions envisages an approximate maximum of 8 to 10 suppliers per
Lot for the Framework Agreement.
II.1.6) Common procurement vocabulary (CPV): 79411000, 73000000,
79412000, 79400000, 79300000, 79200000, 66171000, 66519310, 66523000,
72221000, 72224000, 79221000, 79413000, 79414000, 79418000, 98200000,
79419000.
II.1.7) Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.1.8) Division into lots: Yes.
Tenders should be submitted for: one or more lots.
II.1.9) Variants will be accepted: No.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: This Framework Agreement will provide
the Public Sector and associated bodies with a comprehensive range of
Consultancy Services relating to the development of organizational and
business strategy, finance, HR, marketing, procurement and
project/programme management advice and services. Details of the
consultancy range of services have been specified in the descriptions of
Lots 1 to 13 in this advertisement.
Suppliers may seek to bid for one, some or all lots. Suppliers must be
able to provide a comprehensive service specific teach of the
lots/sub-lots against which they wish to tender.
Estimated value excluding VAT: 4 000 000 000 GBP.
II.2.2) Options: No.
INFORMATION ABOUT LOTS
LOT NO 1
TITLE: Business Strategy Consultancy
1) SHORT DESCRIPTION: The Business Strategy lot provides consultancy
advice on the development of high-level business strategies, presented to
senior-level decision makers. Advice in developing strategic capability, a
strategic approach to policy-making and appraisal of business
structures.IS/IT strategy where it is an integral part of Business
Strategy and a precursor ta delivery oriented ICT strategy(provided from
the ICT consultancy framework).
2) COMMON PROCUREMENT VOCABULARY (CPV): 79400000, 79411100.
3) QUANTITY OR SCOPE: The Business Strategy lot will include consultancy
advice covering but not limited to the following:
Leadership Mentoring.
Developing and reviewing corporate strategies, visioning & blue printing.
Strategic planning processes.
Developing Business Plans.
Business and technology strategy alignment.
Product and service design.
Service transformation and rationalisation.
Process and production management.
Commissioning strategies.
Business sourcing strategies e.g. outsourcing, shared services etc.
Identification and development of new services/programmes/initiatives.
Policy review and development advice.
Sustainability and sustainable development strategies and policies.
Feasibility/scoping studies, options appraisal and business case
development and support.
OGC Gateway Reviews.
Appraising business structures and business performance measurement,
including conducting VfM reviews, in support of strategy development.
Joint Ventures and Strategic Alliances, mergers, divestments and
acquisitions.
Skills and knowledge transfer.
Risk management, business continuity and recovery planning.
5) ADDITIONAL INFORMATION ABOUT LOTS: Advice within the Business Strategy
lot may relate to strategies concerned with internal organisation and
operations; or strategies concerned with the delivery of outward-facing
core organisational activities/public services.
Advice may also relate to rganisation-wide strategies, or to strategies
within a particular functional area e.g. IT; HR; Procurement; Finance;
Estates and Property; Legal/regulatory and Marketing and Communications.
The Contracting Authority intends to use an eTendering system in this
procurement exercise and reserves the right to use a reverse auction.
LOT NO 2
TITLE: Business Strategy Consultancy –Health
1) SHORT DESCRIPTION: The Business Strategy Health lot provides Health
improvement strategies focusing on the cyclical basis of influencing the
development of policies, implementing strategies to put the policies in
effect and assessing the impact of policies on health.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79410000, 79410000, 79430000.
3) QUANTITY OR SCOPE: The Business Strategy- Health lot will include
consultancy advice covering but not limited to the following:
Health improvement strategies focusing on the cyclical basis of
influencing the development of policies, implementing strategies to put
the policies int effect and assessing the impact of policies on health.
Strategic leadership for the health sector.
Strategic business planning and development of long range strategies o
tsupport DH National NHS priorities / programmes / initiatives.
Business Case advice and development including strategic fit, options
appraisal, commercial aspects, affordability and achievability.
Assessment and planning advice for commission functions, identifying
priorities, designing services, shaping supply structure and managing
demand.
Commercial strategy relating to the establishment of Joint Ventures and
other corporate arrangements.
Development of shared services programme and structure.
Strategic, practical and operational advice around cost effective clinical
and non clinical healthcare delivery systems and ancillary support
services.
Advice on a range of NHS Services including:
— Public Health and Health needs,
— Elective care, long term conditions, primary care, diagnostic services,
mental health / prison health,
— Nature and quality of clinical care available in the NHS and that being
offered by the private sector,
— Comparisons of types of clinical care (between internal markets, the NHS
and worldwide practice),
— Clinical quality indicators and benchmarking,
— Support clinical effectiveness through the review and development of
clinical care pathways, governance, structure, functions, clinical coding
and validation and audit to ensure improved outcome measures,
— Performance management frameworks for clinical care, services budgets
and activities including PbR (payments by results) transactions.
Advice on the clinical performance of service contracts to demonstrate
quality assurance, clinical governance and best practice.
Developing procurement skills for commissioning of clinical services to
manage integration from NHS, independent sector and private providers.
Developing patient, public and community engagement and communication
strategies.
Advice and development of "Lean Six Sigma for Healthcare" strategy.
Skills and knowledge transfer.
Risk management and Emergency response planning.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 3
TITLE: Business Strategy Consultancy –Local Government
1) SHORT DESCRIPTION: The Business Strategy Local Government lot provides
consultancy advice on the development of high-level business strategies,
presented tsenior-level decision makers. Advice in developing strategic
capability, a strategic approach to policy-making and appraisal of
business structures. Advice may relate to strategies concerned with
internal organisation and operations; or strategies concerned with the
delivery of outward-facing core organisational activities/Local Government
services.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79400000, 79411000.
3) QUANTITY OR SCOPE: The Business Strategy – Local Government lot will
include consultancy advice covering but not limited to the following:
The development of realistic strategies to deliver Business Process
Improvement and transformation.
Leadership mentoring and development in lean systems thinking / systems
thinking.
Developing and reviewing corporate strategies, visioning & blue printing.
Strategic business planning and development of long range strategies
tsupport Local Government priorities / programmes / initiatives.
Developing and reviewing strategies to deliver Business Process
Improvement Capacity.
Building programme, service transformation and rationalisation.
Assessment and planning advice for commission functions, identifying
priorities, designing services, shaping supply structure and managing
demand.
Business Case advice and development including strategic fit, options
appraisal, commercial aspects, affordability and achievability.
Development of Shared Services and collaborative working programmes and
structures.
Front end technology strategy support for front end – back office (end
tend) integration e.g.CRM.
Advice and support for strategic partnership working across other public
sector organisations (LA’s / Fire & Rescue / PCT / Police, etc.).
Information, knowledge and innovation sharing strategies.
Advice and support for Channel Migration Strategy.
Development of National Improvement and Efficiency Strategy.
Development of a continuous improvement approach to disseminate emerging
Best Practice.
Policy and peer reviews, development and advice.
Sustainability and sustainable development strategies and policies.
Appraising business structures and business performance measurement,
including conducting efficiency, VfM reviews, in support of strategy
development.
Developing citizen, business, and stakeholder community engagement and
communication strategies.
Advice and development of strategic change programmes designed to move
organisations away from command and control designs tsystems thinking
designs.
Advice and development of “Lean Six Sigma for Local Government”
strategies.
Skills and knowledge transfer.
Risk management, Continuity and Emergency response planning.
5) ADDITIONAL INFORMATION ABOUT LOTS: Advice within the Business Strategy
lot may relate tstrategies concerned with internal organisation and
operations; or strategies concerned with the delivery of outward-facing
core organisational activities/public services.
Advice may also relate to rganisation-wide strategies, or tstrategies
within a particular functional area e.g. IT; HR; Procurement; Finance;
Estates and Property; Legal/regulatory and Marketing and Communications.
The Contracting Authority intends tuse an eTendering system in this
procurement exercise and reserves the right tuse a reverse auction.
LOT NO 4
TITLE: Organisation and Change Management Consultancy
1) SHORT DESCRIPTION: The Organisation and Change Management lot will
provide consultancy advice on the development of appropriate solutions to
support achievement of a new or existing business strategy. Continued
support during the implementation of change in an advisory role (not
providing the solution), advising on the management of structural and/or
operational changes within an organisation in delivering its strategies,
purposes and objectives.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79400000, 79411000.
3) QUANTITY OR SCOPE: The Organisation and Change Management lot will
include consultancy advice covering but not limited to the following:
Change management strategy, including cultural change assessment, change
readiness reviews, capability building, mentoring change leaders and
application of recognised tools and techniques (such as Business Process
Re-engineering, Lean).
Appraising business structures, business architecture and operating
models.
Structural reviews, organisational diagnosis, role design and
re-organisation.
Business performance measurement and reviews, including;
VfM.
Efficiency.
Capability.
Competency.
Due dilligence.
Service transformation, rationalisation, quality and efficiency
improvements.
Business sourcing.
Commissioning.
Joint Ventures and Strategic Alliances, mergers, divestments and
acquisitions.
Commercialisation Advice.
Business planning activities.
Communications and employee / stakeholder engagement.
Risk Management, recovery and contingency planning advice.
Skills and knowledge transfer.
Sustainability and sustainable development.
5) ADDITIONAL INFORMATION ABOUT LOTS: Advice may be concerned with
internal organisation and operations or strategies concerned with the
delivery of outward-facing core organisational activities/public services.
Advice may relate to rganisation-wide change or to change within a
particular functional area e.g. IT; HR; Procurement; Finance; Estates and
Property; Marketing and Communications.
The Contracting Authority intends to use an eTendering system in this
procurement exercise and reserves the right tuse a reverse auction.
LOT NO 5
TITLE: Organisation and Change Management Consultancy - Health
1) SHORT DESCRIPTION: The Organisation and Change Management - Health lot
will include consultancy advice covering but not limited to the following:
Advising on the management of structural and/or operational changes within
a Health Sector organisation in delivering its strategies, purposes and
objectives.
Advice may relate tstrategies concerned with internal organisation and
operations or strategies concerned with the delivery of outward-facing
core organisational activities/ Health services.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79410000, 79410000, 79411000.
3) QUANTITY OR SCOPE: The Organisation and Change Management - Health lot
will include consultancy advice covering but not limited to the following:
Change management strategy, including cultural change assessment, change
readiness reviews, capability building, mentoring change leaders and
application of recognised tools and techniques (such as Business Process
Re-engineering, Lean).
Operational and organisational advice and support in designing and
managing change in Health organisations and systems e.g. World Class
Commissioning, Foundation Trust status.
Clinical evaluation and re-design of functions and processes to promote
effective changes within the Health sector.
Structural reviews, organisational diagnosis role design and
re-organisation.
Commercial advice in relation testablishing and managing joint ventures in
the NHS.
Provide support for evidence based service transformation,
rationalisation, quality and efficiency improvements in a healthcare
setting.
Advice on quality assurance, performance management and performance
improvement to develop Best Practice.
Innovation policy development and support during the implementation of
change in an advisory role.
Options appraisals and / or assessments.
Communications and stakeholder engagement.
Risk Management, recovery planning, contingency planning advice.
Skills and knowledge transfer.
Sustainability and sustainable development.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
tuse an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 6
TITLE: Organisation and Change Management Consultancy – Local Government
1) SHORT DESCRIPTION: The Organisation and Change Management Local
Government lot will provide consultancy advice on the development of
appropriate solutions to support achievement of a new or existing business
strategy. Continued support during the implementation of change in an
advisory role (not providing the solution), advising on the management of
structural and/or operational changes within an organisation in delivering
its strategies, purposes and objectives. Advice may relate to strategies
concerned with internal organisation and operations or strategies
concerned with the delivery of outward-facing core organisational
activities/Local Government services.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79400000, 79411000.
3) QUANTITY OR SCOPE: The Organisation and Change Management – Local
Government lot will include consultancy advice covering but not limited to
the following:
Change management strategy, including cultural change assessment, change
readiness reviews, capability building, mentoring change leaders and
application of recognised tools and techniques (such as Business Process
Re-engineering, Lean systems thinking / systems thinking).
Develop lean systems thinking / systems thinking cultures within
authorities that are customer focused and have a more systematic approach
to service delivery.
Operational and organisational advice and support in designing and
managing change in Local Government organisations and systems e.g.
Business Process Improvement.
Structural reviews, organisational diagnosis, work force planning role
design and re-organisation.
Re-design of functions and processes to promote effective changes within
the Local Government sector.
Provide support for evidence based service transformation,
rationalisation, quality and efficiency improvements in a Local Government
setting.
Innovation policy development and support during the implementation of
change in an advisory role.
Business performance measurement and reviews, including VfM, Efficiency,
Competency and Capability Reviews.
Development of a shared service culture releasing efficiencies by
standardisation and streamlining of processes.
Options appraisals and / or assessments.
Communications and stakeholder engagement.
Skills and knowledge transfer.
Risk Management, recovery planning, contingency planning advice.
Sustainability and sustainable development.
5) ADDITIONAL INFORMATION ABOUT LOTS: Advice may be concerned with
internal organisation and operations or strategies concerned with the
delivery of outward-facing core organisational activities/public services.
Advice may relate to rganisation-wide change or to change within a
particular functional area e.g. IT; HR; Procurement; Finance; Estates and
Property; Marketing and Communications.
The Contracting Authority intends to use an eTendering system in this
procurement exercise and reserves the right to use a reverse auction.
LOT NO 7
TITLE: HR Consultancy
1) SHORT DESCRIPTION: Consultancy advice on all aspects of HR and
learning and development, including strategies, policies, processes and
organisation of the function. Advice may relate tall people related
strategies concerned with internal organization.
Supporting and driving organisational change through advising on structure
and role design to meet future strategic and functional needs.
Developing performance management systems and cultures to build
organisation, team and individual learning and performance.
Advice and support on developing organisational effectiveness through
securing staff commitment and engagement.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79414000, 79400000, 80500000,
98200000, 71317210.
3) QUANTITY OR SCOPE: The HR Consultancy lot will include consultancy
advice covering but not limited the following:
HR transformation.
Culture Change, benchmarking and measurement.
Structural reviews, organisational diagnosis, role design and
re-organisation.
Restructuring and managing people aspects of change.
People/role assessment services.
Skills analysis, audit and capability management.
Succession planning.
Redundancy, outplacement, surplus management and redeployment.
Absence management.
Performance management.
Reward and remuneration.
Training and development strategies/policies.
Talent management, leadership development and executive coaching.
Staff surveys.
Smart / Flexible working.
HR systems and technology advice.
Employment Law.
Tupe.
Health promotion advice.
Counselling services advice.
Diversity and Equality.
Professional/Competency Schemes.
Skills and knowledge transfer.
Sustainable skills.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 8
TITLE: Procurement Consultancy
1) SHORT DESCRIPTION: Consultancy advice on procurement and contract
management strategies, policies, processes and organisation of the
function.
Advice may also relate to advising on a specific procurement project (at
any stage of the lifecycle) for goods/services including outsourcing
support and PPP/PFI advice.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79418000, 79400000, 79418000.
3) QUANTITY OR SCOPE: The Procurement Consultancy lot will include
consultancy advice covering but not limited the following:
Strategies, policies, processes.
Structure of procurement function, skills evaluation, staff development.
Public sector procurement legislative and regulatory environment.
Transforming Government Procurement and procurement improvement
programmes.
Procurement Capability Reviews.
Collaborative Procurement.
Category management.
Supplier management.
eProcurement and Tools.
Implementation and post-implementation support of GPC.
Performance and efficiency management including benchmarking.
Sustainable procurement.
Advising on specific procurements – strategy, evaluation, processes,
management, etc.
Competitive dialogue.
Commissioning.
Skills and knowledge transfer.
5) ADDITIONAL INFORMATION ABOUT LOTS: Advice may support the whole of the
procurement lifecycle from identification of need and development of
business case through the procurement process to award and management of
contract.
The Contracting Authority intends to use an eTendering system in this
procurement exercise and reserves the right use a reverse auction.
LOT NO 9
TITLE: Project and Programme Management Consultancy
1) SHORT DESCRIPTION: Project and Programme Management Consultancy is for
advice on programme and project management strategies, policies, processes
and organisation of the function.
2) COMMON PROCUREMENT VOCABULARY (CPV): 72224000, 79421000, 72224000,
79400000.
3) QUANTITY OR SCOPE: The Project and Programme Management Consultancy
lot will include consultancy advice covering but not limited the
following:
Strategic programme/project management support.
Best practice tools and techniques.
Alignment and integration of PPM with organisational aims.
Portfolio development.
Benefits management.
Risk management.
Project/Programme Governance and Assurance.
Programme Management Office design.
Programme/Project Initiation.
Introduction of Project Based Working.
Stakeholder management.
Communication strategies/management.
Application of OGC GatewayTM Process.
Programme health checks and efficiency reviews.
Peer reviews.
Skills and knowledge transfer.
Project Recovery.
Project Evaluation Review and PIRs.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 10
TITLE: Marketing Communications Consultancy
1) SHORT DESCRIPTION: Marketing Communications Consultancy is for advice
on sales, communications and marketing strategies, policies, processes,
plans and organisation of the function.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79413000, 73210000, 79341100,
79340000, 79330000, 79320000, 79310000.
3) QUANTITY OR SCOPE: The Marketing Communications Consultancy lot will
include consultancy advice covering but not limited the following:
Marketing and communications strategies and plans across full range of
channels and platforms (including new media).
Product and service reviews and market assessments to support product
service and design.
New product development, service transformation and rationalisation based
on strategic end user research / insight.
Naming, branding and positioning.
Customer profiling.
Methodologies including advising on research options.
Market research / Data analysis.
Market characteristics and trends.
Customer access strategy and channel management / marketing.
Communication strategy / planning for major changes to rganisations,
products and services.
Customer insight.
Customer experience measurement.
Market and customer segmentation.
Skills and knowledge transfer.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 11
TITLE: Financial and Economic Consultancy
1) SHORT DESCRIPTION: Consultancy advice on all aspects of specialised
financial and economic management within an organisation. Advice may
relate to establishment of suitable strategies, policies, processes and
organisation of financial and economic responsibilities within an
organisation.
Advice may also be provided in support of specific projects including
complex procurements and shared services, PPP and PFI.
2) COMMON PROCUREMENT VOCABULARY (CPV): 66171000, 66519310, 66523000,
79221000, 66171000.
3) QUANTITY OR SCOPE: The Financial and Economic Consultancy lot will
include consultancy advice covering but not limited the following:
Financial performance review and viability studies.
Financial options.
Financial reporting.
Financial modelling and model review.
Costing review and evaluation.
Economic appraisal.
Econometric tools for efficiency studies, demand forecasting, trend
analysis, hypothesis testing and market research.
Benchmarking and statistical analysis.
Financial systems development.
Business planning support.
Wider market reviews and support.
Corporate performance management.
Rationalisation and efficiency.
Investment advice.
Debt advisory.
Projects Finance Advice:
Infrastructure financing.
Option and feasibility studies.
Market evaluation.
Business case and funding bids.
Refinancing.
Post implementation review.
FRS5, accounting, tax advice.
Project management and negotiation.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 12
TITLE: Accounting Advice and Services
1) SHORT DESCRIPTION: Accountancy advice and services relating to the
classification and recording of transactions and interpretation of results
in order tassess performance and financial position at a given date. The
scope includes corporate finance, tax and related activities.
2) COMMON PROCUREMENT VOCABULARY (CPV): 79211000, 79210000, 79200000,
79212500.
3) QUANTITY OR SCOPE: The Accounting Advice and Services lot will include
consultancy advice covering but not limited to the following:
International Reporting Standards (IFRS) support and advice.
Technical accounting advice.
Financial accounts preparation.
Management accounts preparation.
Systems accountancy.
Fixed asset management.
Corporate valuation advice.
Review of financial projections.
Acquisition and disposal advice.
Leasing options advice.
Pensions advice.
Banking and Treasury work.
Credit/debt management.
Taxation advice on policy, projects or programmes e.g. VAT, Corporate tax.
Due diligence reviews.
Financial modelling and model review.
Finanicial and fraud investigations.
Forensic Accounting advice and investigations.
Corporate Intelligence.
Economic Crime.
Forensic Economics.
FCPA / Anti-Bribery Compliance and Investigations.
Forensic Recovery.
Forensic Technology.
Intellectual Property and Contract Governance.
Special purpose reviews and investigations.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
LOT NO 13
TITLE: Audit & Assurance/Forensic Accounting
1) SHORT DESCRIPTION: Advice and services on all aspects of audit and
assurance, including forensic accounting.
2) COMMON PROCUREMENT VOCABULARY (CPV): 73000000, 79200000, 79212000.
3) QUANTITY OR SCOPE: The Audit & Assurance/Forensic Accounting lot will
include consultancy advice covering but not limited to the following:
Internal audit.
External statutory audit to full UK GAAP and IFRS.
Non statutory audit.
Public Audit work and Public Interest Reporting.
Risk management.
Corporate Governance and compliance reviews.
Grant audit and certification.
Sustainability assurance – in relation to Carbon reduction requirements.
Corporate Social Responsibility.
IT Audit.
The descriptions above are not intended to be all encompassing or
represent an exhaustive list of services that are available. They are
provided to give an indication of the type of services available in each
lot.
5) ADDITIONAL INFORMATION ABOUT LOTS: The Contracting Authority intends
to use an eTendering system in this procurement exercise and reserves the
right to use a reverse auction.
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.1) Deposits and guarantees required: Participants will be advised
if this is necessary during the procurement. Parent company and/or other
guarantees of performance and financial liability may be required by
Buying Solutions if considered appropriate.
III.1.3) Legal form to be taken by the group of economic operators to
whom the contract is to be awarded: One member of any grouping /
consortium of suppliers will be required to accept prime contractorship.
III.1.4) Other particular conditions to which the performance of the
contract is subject: Yes.
Entering of General PQQ Supplier Information in (NHS-sid) the NHS Supplier
Information Database.
Buying Solutions will utilize the NHS-sid tmanage and assess general
pre-qualification information in the form of a profile. Suppliers are
requested to provide their details in NHS-sid as follows:
i) Suppliers should register on NHS-sid at www.pasa.nhs.uk/sid and after
receiving
Logon details, create, confirm and publish their NHS-sid company profile.
Suppliers.
Whalready have a published profile on NHS-sid must confirm that
information is up.
To date on the supplier tab.
ii) Suppliers should ensure all the mandatory sections of their NHS-sid
profile are
Completed. Failure to comply with the completion of all mandatory sections
could.
Result in the elimination from the procurement process at this PQQ stage.
iii) Where access to NHS-sid is unavailable, please contact the NHS-sid
Helpdesk at:
nhssid@pasa.nhs.uk.
III.2) CONDITIONS FOR PARTICIPATION
III.2.1) Personal situation of economic operators, including requirements
relating to enrolment on professional or trade registers: Information and
formalities necessary for evaluating if requirements are met: Suppliers
Instructions How tExpress Interest in this Tender: 1. Register your
company on the eSourcing portal (this is only required once) - Browse to
the eSourcing Portal: https://ogcbs.bravosolution.com and click the link
tregister - Accept the terms and conditions and click "continue" - Enter
your correct business and user details - Note the username you chose and
click "Save" when complete - You will shortly receive an email with your
unique password (please keep this secure) 2. Express an Interest in the
tender - Login to the portal with the username/password - Click the "PQQs
/ ITTs Open TAll Suppliers" link. (These are Pre-Qualification
Questionnaires or Invitations to Tender open to any registered supplier) -
Click on the relevant PQQ/ ITT taccess the content. - Click the "Express
Interest" button in the "Actions" box on the left-hand side of the page. -
This will move the PQQ /ITT intyour "My PQQs/ My ITTs" page. (This is a
secure area reserved for your projects only) -You can now access any
attachments by clicking the "Settings and Buyer Attachments” in the
"Actions" box 3. Responding to the tender - You can now choose to "Reply"
or “Reject” (please give a reason if rejecting) - You can now use the
"Messages" function to communicate with the buyer and seek any
clarification - Note the deadline for completion, then follow the onscreen
instructions to complete the PQQ/ ITT - There may be a mixture of online &
offline actions for you to perform (there is detailed online help
available) You must then publish your reply using the publish button in
the "Actions" box on the left-hand side of the page. If you require any
further assistance please consult the online help, or contact the
eTendering help desk.
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: Any supplier may be
disqualified who:
a) is bankrupt or is being wound up, where his affairs are being
administered by the court, where he has entered into an arrangement with
creditors, where he has suspended business activities or is in any
analogous situation arising from a similar procedure under national laws
and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an
order for compulsory winding up or administration by the court or of an
arrangement with creditors or of any other similar proceedings under
national laws and regulations;
(c) has been convicted by a judgment which has the force of res judicata
in accordance with the legal provisions of the country of any offence
concerning his professional conduct;
(d) has been guilty of grave professional misconduct proven by any means
which the contracting authorities can demonstrate;
(e) has not fulfilled obligations relating to the payment of social
security contributions in accordance with the legal provisions of the
country in which he is established or with those of the country of the
contracting authority;
(f) has not fulfilled obligations relating to the payment of taxes in
accordance with the legal provisions of the country in which he is
established or with those of the country of the contracting authority;
(g) is guilty of serious misrepresentation in supplying the information
required under this Section or has not supplied such information;
(h) has been the subject of a conviction for participation in a criminal
organisation, as defined in Article 2(1) of Council Joint Action
98/733/JHA;
(i) has been the subject of a conviction for corruption, as defined in
Article 3 of the Council Act of 26.5.1972 and Article 3(1) of Council
Joint Action 98/742/JHA3 respectively;
(j) has been the subject of a conviction for fraud within the meaning of
Article 1 of the Convention relating to the protection of the financial
interests of the European Communities;
(k) has been the subject of a conviction for money laundering, as defined
in Article 1 of Council Directive 91/308/EEC of 10.6.1991 on prevention of
the use of the financial system for the purpose of money laundering.
III.2.3) Technical capacity: Information and formalities necessary for
evaluating if requirements are met: See the relevant pre-qualification
questionnaire available from www.ogcbs.bravosolution.com.
III.2.4) Reserved contracts: No.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
SECTION IV: PROCEDURE
IV.1) TYPE OF PROCEDURE
IV.1.1) Type of procedure: Restricted.
IV.2) AWARD CRITERIA
IV.2.1) Award criteria: The most economically advantageous tender in
terms of the criteria stated in the specifications, in the invitation to
tender or to negotiate or in the descriptive document.
IV.3) ADMINISTRATIVE INFORMATION
IV.3.1) File reference number attributed by the contracting authority:
RM662.
IV.3.2) Previous publication(s) concerning the same contract: No.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
15.5.2009 - 15:00.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.8) Conditions for opening tenders: Date: 15.5.2009 - 15:00.
Persons authorised to be present at the opening of tenders: no.
SECTION VI: COMPLEMENTARY INFORMATION
VI.3) ADDITIONAL INFORMATION: This Framework Agreement is to be for a
period of 3 years with an option to extend for up to a further 12 months.
Buying Solutions envisages an approximate maximum of 8 to 10 suppliers per
Lot for the Framework Agreement.
OGCbuying.solutions wishes to establish a Framework Agreement for use by
or on behalf.
Of UK public sector bodies (and their statutory successors and
organisations created.
As a result of re-organisation or organizational changes). These will
include:
Central Government Departments & their Agencies (a list of Executive
Agencies can be.
Found at: http://.
www.cabinetoffice.gov.uk/ministerial_responsibilities/
executive_agencies.aspx ),
Non Departmental Public.
Bodies (NDPBs) (a list of NDPBs can be found at Annex A to the Public
Bodies.
Directory 2007 published.
By the Cabinet Office which can be found at.
http://www.civilservice.gov.uk/documents/pdf/public_bodies/
Public_bodies_2007.pdf);
Department of Health.
NHS Bodies (i.e. Acute Trusts, Ambulance Trusts, Primary Care trusts, Care
Trusts,
NHS Hospital Trusts, Strategic Health Authorities, Mental Health Trusts,
Special.
Health Authorities, Community Health Councils, Local Health Boards, NHS
Trusts, NHS.
Scotland and its organisations and Special NHS Boards in Scotland (lists
of such.
Authorities and Trusts can be found at:
http://www.nhs.uk/servicedirectories/Pages/PrimaryCareTrustListing.aspx
http://www.wales.nhs.uk/catorgs.cfm
http://www.show.scot.nhs.uk/organisations/index.html
http://www.show.scot.nhs.uk/organisations/special_hbs.html
http://www.hscni.net/
http://www.general-practitioners-uk.co.uk
Hospices in England, Scotland, Wales and Northern Ireland.
http://www.hauraki.co.uk/hospice_uk
Local Authorities (i.e. a local authority as defined in Regulation 3(2)
t(5) of the.
Public Contracts Regulations 2006 (the Regulations) a list of such
authorities can be.
Found at:
http://www.direct.gov.uk/en/Dl1/Directories/Localcouncils/
AToZOfLocalCouncils/DG_AZ_
LG.
Police Forces police authorities and the Metropolitan Police Authority as
defined.
By Regulation 3 (1) (j) t(p) of the Regulations.
http://www.police-information.co.uk/police-directory/
index.php?cat=6&subcat=29
http://www.police-information.co.uk/police-directory/
index.php?cat=6&subcat=30
http://www.police-information.co.uk/policedirectory/
View.php?id=31&page=0&cat=6&subcat=31&subsubcat=0.
Fire & Emergency Services Authorities (i.e. fire authorities, fire and
rescue.
Authorities (a list of fire authorities can be found at:
http://www.fireservice.co.uk/information/ukfrs.php)),
Educational Establishments in England and Wales, maintained by the
Department for.
Children, Schools and Families including Academies; City Technology
Colleges; the.
Learning and Skills Council; further education establishments,
Universities and.
Colleges.
http://www.edubase.gov.uk/search.xhtml;jsessionid=4767F89630A039E98FE593093
D577013?cl
Ear=true.
Registered Social Landlords (RSLs)(a list of RSLs can be found at.
http://www.housingcorp.gov.uk/server/show/nav.490
Charities –see caveat above.
http://www.ucandoit.org.uk/information/charities.html
Public Corporations.
http://www.shareholderexecutive.gov.uk/portfolio/index.asp
Citizens Advice.
http://www.citizensadvice.org.uk/index/aboutus/citizens_advice_offices.htm
Scottish Public Bodies.
The Scottish Government.
http://www.scotland.gov.uk/Home
Scottish public sector bodies.
http://www.scotland.gov.uk/Topics/Government/public-bodies/directory
Scottish Local Government.
http://www.scotland.gov.uk/Topics/Statistics/Browse/Labour-Market/
EconomicProfilesLA
NHS Scotland.
http://www.archive.nhsscotland.com/organisations/orgindex.htm
http://www.archive.nhsscotland.com/AZ.asp
Citizens Advice Scotland.
http://www.cas.org.uk/casoffices.aspx
Police Forces Scotland.
http://www.police-information.co.uk/police-directory/
index.php?cat=6&subcat=30
Scottish Further and Higher Education Institutions.
http://www.ascol.org.uk/colleges.cfm
http://www.universities-scotland.ac.uk/index.php?page=members
Scottish Schools.
http://www.ltscotland.org.uk/scottishschoolsonline/
index.asp?schoolsearchstring=&addr
Esssearchstring=&authority=&strTypes=isprimaryschool&bSubmit=1&Submit=Searc
h.
http://www.ltscotland.org.uk/scottishschoolsonline/
index.asp?schoolsearchstring=&addr
Esssearchstring=&authority=&strTypes=issecondaryschool&bSubmit=1&Submit=Sea
rch.
http://www.ltscotland.org.uk/scottishschoolsonline/
index.asp?schoolsearchstring=&addr
Esssearchstring=&authority=&strTypes=isspecial&bSubmit=1&Submit=Search.
Welsh Public Bodies.
National Assembly for Wales, Welsh Assembly Government and Welsh Local
Authorities.
http://www.assemblywales.org/abthome/abt-links.htm
http://new.wales.gov.uk/?lang=en
https://www.sell2wales.co.uk/help/2158.html
NHS Wales.
http://www.wales.nhs.uk/catorgs.cfm#1
NHS Wales GP Practices.
http://www.nhsdirect.wales.nhs.uk/small/en/home/healthinformation/
usefulpatientinform
Ation/localhealthboards.
Police Forces Wales.
http://www.police-information.co.uk/police-directory/
index.php?cat=6&subcat=32
NI Public Bodies.
Northern Ireland Government Departments.
http://www.northernireland.gov.uk/gov.htm
Northern Ireland Public Sector Bodies and Local Authorities.
http://www.northernireland.gov.uk/az2.htm
Schools in Northern Ireland.
http://www.denidata.nics.gov.uk/appinstitutes/instmain.aspx
Further and Higher Education in Northern Ireland.
http://www.unixl.com/info/northern-ireland.htm
Health and Social care in Northern Ireland.
http://www.hscni.net/index.php?link=hospitals
http://www.hscni.net/index.php?link=boards
http://www.hscni.net/index.php?link=agencies
http://www.hscni.net/index.php?link=councils
http://www.centralservicesagency.com/files/currentmedicallists/file/
Northern%20Irelan
D%20Practice%20List.xls.
Police Service of Northern Ireland.
http://www.police-information.co.uk/policedirectory/
View.php?id=31&page=0&cat=6&subcat=31&subsubcat=0.
Citizens Advice Northern Ireland.
http://www.citizensadvice.co.uk/en/Where-We-Are/Bureaus/
http://www.citizensadvice.co.uk/en/About-Us/Contact/
Home Office.
Department for Children Schools and Families.
Department for Innovation, Universities and Skills.
Department for Transport.
Department for the Environment, Food and Rural Affairs.
Department for Work and Pensions.
Department of Health.
Cabinet Office.
Her Majesty’s Treasury.
The UK public sector bodies may decide to hold an electronic reverse
auction on the.
Reopening of competition among the economic operators party to the
Framework.
Agreement.
The Contracting Authority intends to use an eTendering system in this
procurement.
Exercise and reserves the right tuse a reverse auction.
VI.4) PROCEDURES FOR APPEAL
VI.4.1) Body responsible for appeal procedures: OGCbuyingsolutions, 3rd
Floor, Royal Liver Building, Pier Head, UK-Liverpool L3 1PE. E-mail:
custcare@ogcbs.gsi.gov.uk. Tel. +44 8454102222. URL:
www.ogcbuyingsolutions.gov.uk.
Body responsible for mediation procedures:
DRS-CIArb, on behalf of the Chartered Institute of Arbitrators 12
Bloomsbury Square, 12 Bloomsbury Square, UK-London WC1A 2LP. E-mail:
padre@drs-ciarb.com.
VI.4.2) Lodging of appeals: Precise information on deadline(s) for
lodging appeals: The contracting authority will incorporate a minimum.
10 calendar day standstill period at the point information on the award of
the contract is communicated to
Tenderers. This period allows unsuccessful tenderers to seek further
debriefing from the contracting authority.
Before the framework agreement is entered into. Applicants have tow
working days from the notification of the.
Award decision to request additional debriefing and that information has
to be provided a minimum of three.
Working days before the expiry of the standstill period. Such additional
information should be requested from.
The address in section 1.1. If an appeal regarding the award of a contract
has not been successfully resolved,
The Public Contracts Regulations 2006 provide for aggrieved parties who
have been harmed or are at risk of.
Harm by a breach of the rules to take action in the High Court (England,
Wales and Northern Ireland). Any such.
Action must be brought promptly (generally within three months). Where a
contract has not been entered into,
The Court may order the setting aside of the award decision or order the
contracting authority to amend any.
Document and may award damages. If the contract has been entered into the
Court may only award damages.
VI.4.3) Service from which information about the lodging of appeals may
be obtained: OGCbuyingsolutions, 3rd Floor, Royal Liver Building, Pier
Head, UK-Liverpool L3 1PE. E-mail: custcare@ogcbs.gsi.gov.uk. Tel. +44
8454102222. URL: www.ogcbuyingsolutions.gov.uk.
VI.5) DATE OF DISPATCH OF THIS NOTICE: 23.3.2009.

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