Internal Audit Services.
Contract notice
Services
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Bolton at Home
1-3 The Courtyard, Calvin Street
For the attention of: Mark Leith
BL1 8PB Bolton
UNITED KINGDOM
Telephone: +44 1204336770
E-mail:
Internet address(es):
General address of the contracting authority: www.boltonathome.org.uk
Electronic access to information: http://http://www.boltonathome.org.uk/website/Corporatepages/Pages/Procurement.aspx
Further information can be obtained from: The above mentioned contact point(s)
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)
Tenders or requests to participate must be sent to: The above mentioned contact point(s)
I.2)Type of the contracting authority
Regional or local authority
I.3)Main activity
Housing and community amenities
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:
Internal Audit Services.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 9: Accounting, auditing and bookkeeping services
Service category No 9: Accounting, auditing and bookkeeping services
NUTS code UKD32
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
II.1.5)Short description of the contract or purchase(s)
Bolton at Home are seeking to appoint an internal auditor who will be required to provide independent assurance that Bolton at Home’s risk management, governance and internal control processes are operating effectively.
II.1.6)Common procurement vocabulary (CPV)
79212000, 79212100, 79212200
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
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:
The selected organisation will be required to:
- Assess audit needs to ensure all relevant risks are covered and develop an internal audit review programme,
- Assess the soundness, adequacy and application of internal controls and compliance with legislation as appropriate,
- Assess the extent to which assets and interests are accounted for and safeguarded from loss,
- Assess the suitability of financial and other management data including performance management,
- Assist as appropriate with best value type reviews and benchmarking analysis to support the continuous improvement of Bolton at Home,
- Report on whether value for money is being achieved as appropriate,
- Liaise with the External Auditor particularly in respect of financial systems review to ensure that the internal audit work compliments that of the statutory external audit and to assist in the monitoring and implementation of external audit recommendations,
- Advise on the internal control implications for new systems,
- Undertake regularity audits for all operational sites to ensure maintenance of proper standards of financial management and probity,
- Provide advice and guidance proactively and as requested,
- Undertake audit projects as directed by the Director of Business and Financial Services and Audit Committee,
- Issue reports to the appropriate service Director incorporating responses and agreed action dates and report to the Audit Committee providing full details of all such findings and recommendations,
- Review progress on the implementation of all accepted recommendations including carrying out follow up reviews and periodically report on the same to the Audit Committee,
- Attend Audit Committee meetings on a quarterly basis and Board and other meetings as appropriate,
- Prepare an annual report on activities for the Audit Committee,
- Assist with the delivery of training events to governance members and employees as appropriate,
- Assist with the review of the Organisation’s Anti-Fraud Strategy and associated plans including the maintenance and reporting of the Organisation’s Fraud Register and any special investigations as appropriate.
Estimated value excluding VAT: 500 000,00 GBP
- Assess audit needs to ensure all relevant risks are covered and develop an internal audit review programme,
- Assess the soundness, adequacy and application of internal controls and compliance with legislation as appropriate,
- Assess the extent to which assets and interests are accounted for and safeguarded from loss,
- Assess the suitability of financial and other management data including performance management,
- Assist as appropriate with best value type reviews and benchmarking analysis to support the continuous improvement of Bolton at Home,
- Report on whether value for money is being achieved as appropriate,
- Liaise with the External Auditor particularly in respect of financial systems review to ensure that the internal audit work compliments that of the statutory external audit and to assist in the monitoring and implementation of external audit recommendations,
- Advise on the internal control implications for new systems,
- Undertake regularity audits for all operational sites to ensure maintenance of proper standards of financial management and probity,
- Provide advice and guidance proactively and as requested,
- Undertake audit projects as directed by the Director of Business and Financial Services and Audit Committee,
- Issue reports to the appropriate service Director incorporating responses and agreed action dates and report to the Audit Committee providing full details of all such findings and recommendations,
- Review progress on the implementation of all accepted recommendations including carrying out follow up reviews and periodically report on the same to the Audit Committee,
- Attend Audit Committee meetings on a quarterly basis and Board and other meetings as appropriate,
- Prepare an annual report on activities for the Audit Committee,
- Assist with the delivery of training events to governance members and employees as appropriate,
- Assist with the review of the Organisation’s Anti-Fraud Strategy and associated plans including the maintenance and reporting of the Organisation’s Fraud Register and any special investigations as appropriate.
Estimated value excluding VAT: 500 000,00 GBP
II.2.2)Information about options
Options: yes
Description of these options: The contracting authority reserves the right to extend the contract by 2 year in 1 year increments.
Description of these options: The contracting authority reserves the right to extend the contract by 2 year in 1 year increments.
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Duration in months: 60 (from the award of the contract)
Section III: Legal, economic, financial and technical information
III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
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
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: As set out in the PQQ documentation.
Minimum level(s) of standards possibly required: As set out in the PQQ documentation.
Minimum level(s) of standards possibly required: As set out in the PQQ documentation.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
As set out in the PQQ documentation.
Minimum level(s) of standards possibly required:
As set out in the PQQ documentation.
As set out in the PQQ documentation.
Minimum level(s) of standards possibly required:
As set out in the PQQ documentation.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: no
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: no
Section IV: Procedure
IV.1)Type of procedure
IV.1.1)Type of procedure
Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 5
Objective criteria for choosing the limited number of candidates: As set out in the PQQ documentation.
Objective criteria for choosing the limited number of candidates: As set out in the PQQ documentation.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
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.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:
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
10.9.2012 - 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
Interested suppliers will be asked to complete a Pre-Qualification Questionnaire. This must be requested from or downloaded from http://www.boltonathome.org.uk/website/Corporatepages/Pages/Procurement.aspx.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:
2.8.2012