Purchase of auditor services 2024 - 2028. Tender process - management audit and ownership control Bergen municipality

Bergen kommune - Bystyrets organer

Management audit and ownership control Bergen municipality: The procurement concerns management audits and ownership control in accordance with the law on municipalities and counties (the Municipality Act) with the accompanying regulations. Furthermore, the procurement includes other assignments in closely related areas, where the control committee orders, such as thinking and simple mapping assignments, as well as investigations.

Frist

Fristen for mottak av tilbud var 2024-10-08. Anskaffelsen ble publisert 2024-09-02.

Hvem?

• Bergen kommune - Bystyrets organer

Hva?

• Miljørevisjon › Revisjon av bedriftsmiljøer
• Revisjonsvirksomhet › Intern revisjonsvirksomhet

Hvor?

• Vestlandet › Vestland

Anskaffelseshistorikk

Dato	Dokument
2024-09-02	Kunngjøring av konkurranse
2024-09-04	Kunngjøring av konkurranse

Kunngjøring av konkurranse (2024-09-02)
Gjenstand
Anskaffelsens omfang
Tittel: Purchase of auditor services 2024 - 2028. Tender process - management audit and ownership control Bergen municipality
Referansenummer: 2024/05145
Kort beskrivelse:

Kontrakttype: Tjenester
Produkter/tjenester: Revisjonsvirksomhet 📦
Beskrivelse
Intern identifikator: 2024/05145
Tilleggsprodukter/-tjenester:

Intern revisjonsvirksomhet 📦

Regnskaps- og revisjonstjenester 📦

Revisjon av bedriftsmiljøer 📦

Land: Norge 🇳🇴
Utførelsessted: Vestland 🏙️
Varighet
Startdato: 2024-12-31 📅
Sluttdato: 2028-12-31 📅
Tittel
Identifikasjonsnummer for delkontrakt: LOT-0000

Prosedyre
Prosedyretype
Åpen anbudskonkurranse ✅
Rettslig grunnlag: Direktiv 2014/24/EU
Hovedtrekk ved prosedyren:

Management Audit Services The procurement comprises management audits for all of the municipal activities, and management audits in companies that the municipality alone or together with other municipalities have ownership interests in. Furthermore, the procurement includes other assignments in closely related areas, where the control committee orders, for example: - thinking and simple mapping assignments, investigation, risk and materiality assessment that forms the basis for the plan for management audits and a plan for ownership control. Auditors are also requested to submit a tender for training As an estimate, a scope of approx. 4,000 - 6,000 hours per annum for management audits and 500-1000 hours per annum for ownership audits, both parts depending on need. The preliminary work (project draft/plan) is included in the hour frame for the audit assignment. All assignments must be agreed in writing. The total estimated value of the framework agreement over four years is approx. The maximum amount for the framework agreement over four years is limited to NOK 40 million.

Administrativ informasjon
Frist for mottak av tilbud eller forespørsler om deltakelse: 2024-10-08 10:00:00 📅
Vilkår for åpning av tilbud: 2024-10-08 10:00:00 📅
Språk som tilbud eller forespørsler om deltakelse kan sendes inn på: norsk 🗣️
Minste tidsramme som tilbyderen må opprettholde tilbudet i: 3 måneder
Informasjon om en rammeavtale eller en dynamisk innkjøpsordning
Rammeavtale med flere leverandører ✅
Anbudsvilkår
Avansert eller kvalifisert elektronisk signatur eller segl (som definert i forordning (EU) nr. 910/2014) er påkrevd
Åpningsdato: 2024-10-08 10:00:00 📅
Elektronisk fakturering: Påkrevd
Elektronisk betaling vil bli brukt ✅
Frist for å be om tilleggsinformasjon: 2024-09-25 10:00:00 📅

Juridisk, økonomisk, finansiell og teknisk informasjon
Økonomisk og finansiell stilling
Liste og kort beskrivelse av utvelgelseskriterier:

'Total' annual turnover: The tenderer ́s ("total") annual turnover for the number of financial years requested in the tender notice or in the procurement documents is as follows:

Average annual turnover: The tenderer ́s average annual turnover for the number of years requested in the notice or in the procurement documents is as follows:

"Specific annual turnover": Are the tenderer's ("specific") annual turnover within the area that the contract applies to and specified in the notice or in the procurement documents for the number of accounting years requested is as follows:

Average set-up: Is the tenderer's average annual turnover within the area requested by the contract and specified in the notice or in the procurement documents for the number of financial years requested:

The tenderer's establishment date: If the information about the turnover (combined or specific) is not available for the entire requested period, please state the date the company was established, or the tenderers started their business:

Financial key figures: For financial key figures stated in the notice or in the procurement documents, the tenderer declares that the actual value(s) of the requested key figures are as follows:

Liability insurance: The insured amount in the tenderer ́s liability insurance is the following:

Other economic and financial requirements: Regarding any other economic and financial requirements that have been stated in the notice or in the procurement documents, the tenderer declares that:

Economic and financial capacity: Requirement: The tenderer shall have good economic and financial capacity to be able to carry out the contract. Tenderers are required to be credit worthy and have financial solidity with a minimum credit score of A. in accordance with an assessment made in CreditPro, Bisnode, D&B or an equivalently certified credit information agency. Documentation: Tenderers must enclose a Credit evaluation/rating, not older than 3 months, based on the last known accounting figures. Companies that cannot be credit rated shall show satisfactory good credit worthiness and good financial ability to fulfil the contract. • If a tenderer relies on a parent company or others, the equivalent Credit rating and commitment statement/guarantee shall be submitted by the deadline that applies to the tender. Minimum qualification requirements

Vilkår for deltakelse
Liste og kort beskrivelse av regler og kriterier:

Certificates issued by independent bodies for…

… quality assurance standards.: Can tenderers submit certificates issued by independent bodies that document that the tenderer fulfils the stated quality assurance standards, including universal design requirements?

… environmental management standards.: Is the tenderer able to submit certificates issued by independent bodies as documentation that the tenderer fulfils the stated environmental management systems or standards?

… quality assurance standards.: Requirement: The contracting authority requires that all tenderers have implemented a quality management system that is satisfactory to ensure the quality of execution in this contract. Documentation requirement: Description of the company ́s implemented quality management system. A certificate shall be submitted for the company's quality management system issued by independent bodies that confirm that the company fulfils certain quality management standards, for example ISO 9001. If the company does not have such certificate, other documentation of the company's quality management system shall be provided. In such cases as a minimum the following shall be provided: * the system's name and detailed table of contents * general description of the content of the system, including an overview of control plans and check-lists that are relevant for this contract * organisation chart showing the responsibilities in the quality management system * description of routines for internal control and deviation management (work with corrective and preventive measures) * a description of how the system will be used to perform internal control and deviation management (work with corrective and preventive measures) * a description of how the system will be used to. ensure the quality of this contract. All received or obtained documentation will form the basis for an overall assessment of whether the qualification requirement is fulfilled. Minimum qualification requirements

Liste og kort beskrivelse av vilkår:

Registered in a trade register: Tenderers are registered in a professional register in the member state in which the tenderer is established. As described in annex XI of directive 2014/24/EU; suppliers from certain member states may have to fulfil other requirements in the mentioned annex.

Registered in a trade register or company register.: Tenderers are registered in a company register or a trade register in the member state in which the tenderer is established. As described in annex XI of directive 2014/24/EU; suppliers from certain member states may have to fulfil other requirements in the mentioned annex.

In the case of service contracts: Authorisations from a particular organisation required: Is a specific authorisation required from a particular organisation to provide the service in the tenderer's home country?

In the case of service contracts: Membership in a particular organisation is required: Is it necessary to have a particular membership in a particular organisation in order to provide the service in the tenderer ́s home country?

Independence: Requirement: Fulfilment of the requirement for independence in the Municipal Act. The Municipal Act ́s provisions on independence in § 24-4 as well as the regulations on control committees and audits §§ 16-18 apply for revisions of Bergen municipality. Tenderers must therefore provide information on assignments/consultancy given to Bergen municipality, so that an assessment can be made on whether there are conditions that conflict with the requirement for independence and audit standards for good auditing practice. Documentation: Self-declaration regarding assignments/advice for Bergen municipality from 01.01.2022 to the time the tender is submitted. The declaration must include all assignments, both existing assignments and assignments that are completed in this period. Information must be provided on which unit ordered the assignment and further information must be given on what the assignment was used for. Self-declaration confirming that the contracting authority auditor or senior employees in the tenderer ́s business is not in such a relationship with the management in Bergen municipality or the person responsible for the accounting departments who have superior financial functions, which means that there is impartiality.

Approval from the Financial Supervisory Authority of Norway (Finanstilsynet): Requirement: Tenderers shall have approval from the Financial Supervisory Authority of Norway, c.f. the Auditor Act § 3-1, second paragraph, smh. § 3-5. Documentation: Copy of certification from the Financial Supervisory Authority of Norway .no.

Teknisk og faglig kapasitet
Liste og kort beskrivelse av utvelgelseskriterier:

Services only: Only for services: In the reference period, the tenderer has carried out the following important goods deliveries of the requested type, or the following important services of the requested type. The contracting authority can require up to three years experience and allow experience from the previous three years to be taken into consideration.

Technical personnel or technical units: Tenderers can use the following technical personnel or technical units , particularly those who are responsible for quality control: For technical personnel or technical units that do not directly belong to the tenderer ́s business, but if the capacity the tenderer will use, cf. part II, section C, separate ESPD forms shall be supplemented.

Technical facilities and quality assurance measures: The tenderer utilises the following technical facilities and quality assurance measures and the tenderer ́s survey and research facility is as follows:

Investigation and research facilities: The tenderer ́s survey and research facilitates are as follows:

Management and tracing of the supply chain: The tenderer will be able to use the following management of the supply chain and tracing systems for the execution of the contract:

Control Permission: For goods or services that are complicated, or that in exceptional cases shall be used for a particular purpose: Will the tenderer allow checks of the tenderer's production capacity or technical capacity and, where necessary, of the survey and research facilities that the tenderer has at its disposal and of quality control measures? The inspections shall be undertaken by the contracting authority or the contracting authority can leave it to a competent public body in the country where the tenderer is established.

Education and professional qualifications: The following education and professional qualifications are possessed by the tenderer and/or (depending on the requirements set in the notice or in the procurement documents) of the leading employees:

Environmental management measures: Tenderers can employ the following environmental management measures in connection with the execution of the contract:

Number of employees in the management: The tenderer ́s number of employees in the management during the last three years was as follows:

Average workforce: The tenderer's average annual workforce in the last three years has been as follows:

Tools, materials and technical equipment.: Tenderers can use the following tools, material and technical equipment to carry out the contract:

Portion of the contract to sub-suppliers.: The tenderer is considering to outsource the following part (as a percentage) of the contract to sub-suppliers. Note that if the tenderer has decided to outsource a part of the contract to sub-suppliers and will use the sub-suppliers ́ capacity to carry out this part, a special ESPD will be supplemented for such sub-suppliers, see part II, section C, above.

Professional qualifications: Tenderers shall have good and relevant experience. The experience shall include deliveries of equivalent complexity as the delivery requested in this competition. Minimum of one of the references must be from the audit of a municipality. Documentation requirement: Relevant experience shall be documented by stating three (3) reference projects/contracts from the last three (3) years. The references are to be added directly to Mercell as a response to this point. If more than three reference projects are given, only the first three will be assessed. References shall, as a minimum, be described with the following information: The customer ́s name, contact information at the customer; name, position, email and telephone short description of the contract and the work done previously. References can be contacted and controlled. Use Annex 5 in instructions to the tenderer Mal_Referanseskjema as documentation of the criteria. Minimum qualification requirements

Informasjon om reserverte kontrakter
Kontrakten er forbeholdt vernede verksteder og økonomiske operatører hvis formål er sosial og profesjonell integrering av funksjonshemmede eller vanskeligstilte personer
Vilkår for deltakelse
Utestengelsesgrunn:

Avtaler med andre økonomiske aktører som har til formål å vri konkurransen

Barnearbeid og andre former for menneskehandel

Bedrageri

+ 9 til

Betaling av skatter

Betaling av trygdeavgifter

Deltakelse i en kriminell organisasjon

Hvitvasking eller terrorfinansiering

Interessekonflikt på grunn av deltakelse i anskaffelsesprosedyren

Korrupsjon

Rent nasjonale utelukkelsesgrunner

Skyldig i alvorlige feil i yrkesutøvelsen

Terrorhandlinger eller handlinger knyttet til terrorvirksomhet

Beskrivelse av utelukkelsesgrunner:

Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body or has the competence to represent or control or make decisions in such bodies,…

… in the event a enforceable verdict has been convicted of corruption by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Corruption as defined in Article 3 of the Convention on Combating Corruption, Involving European Communities or European Union Member States (EUT C 195 of 25.6.1997, s. 1), and in Article 2, point 1, in the Council ́s framework decision 2003/568/RIA of 22 July 2003 on combating corruption in the private sector (EUT L 192 of 31.7.2003, p. 54). This rejection reason also includes corruption as defined in national law for the contracting authority or supplier.

… at the time a legally convicted verdict of participation in a criminal organisation by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Participation in a criminal organisation as defined in Article 2 of the Council ́s framework decision 2008/841/RIA of 24 October 2008 on control of organised crime (EUT L 300 of 11.11.2008, p. 42)

Has the tenderer entered into agreement(s) with other tenderers with the intention of turning the competition?

… in the event a legal verdict has been convicted of money laundering or financing terrorism by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Money laundering or financing terrorism As defined in Article 1 of the European Parliament and Council Directive 2005/60/EF of 26 October 2005 on preventive measures against the use of the financial system for money laundering and financing terrorism (EUT L 309 of 25.11.2005, p. 15).

… at the time a legally convicted of fraud has been convicted of fraud by a verdict handed down not more than five years ago, or a rejection period determined directly in the judgement that still applies? Fraud included in Article 1 of the Convention on protection of the Financial Interests of the European Communities (EFT C 316 of 27.11.1995, p. 48).

… in the event a legal verdict has been convicted of child labour and other forms of human trafficking by a verdict handed down no more than five years ago, or a rejection period determined directly in the judgement that still applies? Child labour and other forms of human trafficking as defined in Article 2 of the European Parliament and council directive 2011/36/EU of 5. 1 April 2011 on the prevention and control of human trafficking and the protection of its victims and for compensation of the Council ́s framework decision 2002/629/RIA (EUT L 101 of 15.4.2011, p. 1).

The contracting authority shall state that in Norway there are national rejection reasons. These shall be described in the procurement documents. Tenderers must respond to whether they are in one or more of the situations described in the national rejection reasons. Will the purely national rejection reasons, as stated in the relevant notice or in the procurement documents, apply?

Are tenderers aware of a conflict of interest as stated in national law, the relevant notice or procurement documents?

Has the tenderer committed serious errors in professional practice? If relevant, see the definitions in national law, the relevant notice or procurement documents.

Have tenderers failed to fulfil all their social security obligations in the country where they are established and in their member state, if this is a different country than what he is established in?

Has the tenderer not fulfilled his tax and duty obligations in the country in which he is established, and in the contracting authority's member state, if this is a different country than what he is established in?

Is the tenderer himself or a person, who is a member of the tenderer's administration, management or supervisory body, or has the competence to represent or control or make decisions in such bodies, in the event a legal verdict has been convicted of acts of terrorism or criminal acts connected to terrorist activities by a verdict handed down no more than five years ago, or a rejection period set out directly in the judgement that still applies? Acts of terrorism or criminal acts relating to terrorist activity as defined in Article 1 and 3 of the Council ́s framework decision 2002/475/RIA of 13 June 2002 on combating terrorism (EFT L 164, af 22.6.2002, p. 3). This rejection reason also includes incitement to, participation or attempts to commit such actions as included in Article 4 in the mentioned framework decision.

Oppdragsgiver
Navn og adresser
Navn: Bergen kommune - Bystyrets organer
Nasjonalt registreringsnummer: 964338531
Avdeling: Bystyrets organer
Postadresse: Postboks 7700
Postnummer: 5020
Poststed: Bergen
Region: Vestland 🏙️
Land: Norge 🇳🇴
Kontaktpunkt: Kristian Gromholt
E-post: kristian.gromholt@bergen.kommune.no 📧
Telefon: +47 48400203 📞
Faks: +47 48400203 📠
URL: https://www.hrpas.no 🌏
Type oppdragsgiver
Offentligrettslig organ
Hovedaktivitet
Alminnelige offentlige tjenester
Kommunikasjon
URL for dokumenter: https://permalink.mercell.com/220136934.aspx 🌏
Deltakelses-URL: https://permalink.mercell.com/220136934.aspx 🌏
Språk for anskaffelsesdokumentet: norsk 🗣️
Elektronisk innsending: Påkrevd

Utfyllende informasjon
Klageinstans
Navn: Hordaland tingrett
Nasjonalt registreringsnummer: 926723367
Postadresse: C. Sundts gate 42
Postnummer: 5004
Poststed: Bergen
Region: Vestland 🏙️
Land: Norge 🇳🇴
E-post: hordaland.tingrett@domstol.no 📧
Telefon: 55699700 📞
Informasjon om elektroniske arbeidsflyter
Elektronisk fakturering vil bli akseptert
Kilde: OJS 2024/S 172-530186 (2024-09-02)

Kunngjøring av konkurranse (2024-09-04)

Endringer
Tekst som skal korrigeres i den opprinnelige kunngjøringen
Seksjonsnummer: PROCEDURE
Anskaffelsesdokumentene ble endret den ✅
Endringsdato for anskaffelsesdokumentene: 2024-09-04 📅
Annen tilleggsinformasjon

The wrong date was given in point 1.6 in the Tenderer Instructions. This has now been corrected,

Hovedårsak til endring: Rettelse fra oppdragsgiver
Informasjon om endringer
Identifikator for endret kunngjøringsversjon: 3cb8d725-bd18-4ad3-9fe4-98c1582f3f43-01
Kilde: OJS 2024/S 174-536170 (2024-09-04)

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