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02 Contract Notice

External Auditor Services

  • First published: 29 November 2024
  • Last modified: 29 November 2024

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-146397
Published by:
Development Bank of Wales
Authority ID:
AA0555
Publication date:
29 November 2024
Deadline date:
06 January 2025
Notice type:
02 Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include: The audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement. The audit of the group’s subsidiary accounts, to include: Limited companies and General partners, prepared under FRS101 Limited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102 Client Asset Sourcebook (CASS) assurance for FW Capital Providing audit confirmations on a Component Auditor basis to the Welsh Audit Wales Office. CPV: 79212000, 79212100, 79212000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Development Bank of Wales

Development Bank of Wales plc, Unit J, Yale Business Village, Ellis Way

Wrexham

LL13 7Y

UK

Contact person: leanne m millard

Telephone: +44 2920338100

E-mail: procurement@developmentbank.wales

Fax: +44 2920338101

NUTS: UKL

Internet address(es)

Main address: http://www.developmentbank.wales

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0555

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://etenderwales.bravosolution.co.uk/


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://etenderwales.bravosolution.co.uk/


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Other: Finance

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

External Auditor Services

Reference number: DBW00116.00

II.1.2) Main CPV code

79212000

 

II.1.3) Type of contract

Services

II.1.4) Short description

DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:

The audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.

The audit of the group’s subsidiary accounts, to include:

Limited companies and General partners, prepared under FRS101

Limited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102

Client Asset Sourcebook (CASS) assurance for FW Capital

Providing audit confirmations on a Component Auditor basis to the Welsh Audit Wales Office.

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

79212100

79212000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

Cardiff

II.2.4) Description of the procurement

DBW wishes to procure external audit services for the group for the financial year ended 31 March 2026 which should include:

The audit of the group’s Annual Report and Financial Statements, prepared under IFRS, noting that any future changes to IFRS should be incorporated into all future audits under this agreement.

The audit of the group’s subsidiary accounts, to include:

Limited companies and General partners, prepared under FRS101

Limited Partnerships, one of which is consolidated and is prepared under FRS101, the remainder are non-consolidated and prepared under FRS102

Client Asset Sourcebook (CASS) assurance for FW Capital

Providing audit confirmations on a Component Auditor basis to Audit Wales.

Please note that the successful bidder will also be required to share the Group Audit Completion Memo with Welsh Government employees.

Selection Process

The tender process will include four stages as follows:

Assessment of Capability and Knowledge – this will be a written submission in response to the questions in the Technical Envelope on etenderWales.

Submission of Fees – bidders are requested to submit their proposed fees for the services using the template provided in the attachment section on etenderWales. Volume 2 Commercial Evaluation.

Presentation – following the evaluation of the written and commercial submissions, the four top scoring bidders will be asked to attend a presentation with members of DBWs Audit and Risk Committee (ARC) and senior members of the finance team. The topic of the presentation is set out in Section 12 of the ITT Volume 1. We expect senior members of the audit team to be present.

Informal meeting with key members of the finance team - the four top scoring bidders that proceed to the presentation stage will be asked to attend an informal meeting with key members of the finance team. This will not be scored as part of the bid.

II.2.5) Award criteria

Criteria below:

Quality criterion: Presentation / Weighting: 10

Quality criterion: Technical Evaluation / Weighting: 60

Price / Weighting:  30

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start: 13/02/2025

End: 12/02/2027

This contract is subject to renewal: Yes

Description of renewals:

3 year extension in 12 month increments

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Please refer to scope within Volume 1 ITT for further information

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

III.2.2) Contract performance conditions

Please refer to the ITT for further information

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 06/01/2025

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.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)

IV.2.7) Conditions for opening of tenders

Date: 06/01/2025

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published:

2030

VI.2) Information about electronic workflows

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

Please refer to Volume 1 ITT for further information. In order for commercially sensitive information to be shared a NDA will need to be completed and returned.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at http://www.sell2wales.gov.wales/search/search_switch.aspx?ID=146397

(WA Ref:146397)

The buyer considers that this contract is suitable for consortia.

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

29/11/2024

Coding

Commodity categories

ID Title Parent category
79212000 Auditing services Accounting and auditing services
79212100 Financial auditing services Auditing services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
100 UK - All
1000 WALES
1010 West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
procurement@developmentbank.wales
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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