External Audit Services
key details
| Value | £120,000 |
|---|---|
| Status | active |
| Category (CPV) | 79212000 |
| Deadline | 29 Mar 2023 |
| Contract start | 1 Sept 2023 |
| Contract end | 31 Aug 2026 |
| Procedure | open |
| SME suitable | No |
| OCID | ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e |
description
We are tendering for external audit services for the LEARNERs' Trust. The LEARNERs' Trust is a medium to large Trust with eighteen open schools across Rotherham, Derbyshire and Derby.
Our requirements are:
We are seeking to procure a service that provides:
- External Audit Services
The Trust requirements are as follows:
| • | Preparation of the LEARNERs' Trust Annual Report and Accounts; |
| • | Expressing an opinion of the above Financial Statements; |
| • | Accounts Assurance Report on Regularity as required by the ESFA; |
| • | Accounts Assurance Report on the Annual Accounts Return as required by the ESFA; |
| • | Attendance at the Trust Board of Directors meeting at which the Statutory Accounts are scrutinised; |
| • | Attendance at the appropriate Leadership & Management committee meetings to present the audit plan; |
| • | Audit of the Teachers' Pension Scheme End of Year Certificate; |
| • | Preparation and submission of the Academies Accounts return; |
| • | A working knowledge of the Access financial management system; |
| • | Other ad hoc services as required; |
| • | Taxation advice as required; |
| • | Accountancy advice as required; |
| • | VAT advice as required. |
All tenders should specifically identify:
| • | A total annual cost proposal; |
| • | A clear indication of services provided as part of the fee; |
| • | The variable costs for the proposal, including charge per new school/ ad-hoc advice, if applicable; |
| • | Any inflationary or other provisions for periodic increase in fees; |
| • | Fees chargeable for additional services that are not included in as part of the annual cost proposal; |
| • | Your firms approach ti client management and how you offer ongoing support; |
| • | Evidence of working with Multi Academy Trusts and/ or charitable trusts; |
| • | Evidence of working with Access Finance software; |
| • | Example management letter; |
| • | Statistics on client retention and recruitment rates; |
| • | Biographies of staff the Trust will be working with, listing expertise and experience; |
| • | The reports available to the Trust; |
| • | Two references from organisations that you have worked with within the educational sector; |
| • | Compliance measures for meeting the requirements of the Data Protection Act; |
| • | A brief description of your business continuity plan that mitigate against an interrupted service should this arise; |
| • | Confirmation that you will carry out code of conduct of the professional body; |
| • | Details of any additional measurable benefits you can provide in terms of quality and cost which impact on social value indicators; |
| • | Explanation of training/ events provided to clients. Are these FOC? |
| • | What "added value" you can offer LEARNERs' Trust |
All tenderers must be complete and submitted to COO@learnerstrust.org by 23.59 on the 29th March 2023.
documents
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4076213b-c2e0-4166-b623-892f8303f5b2 , clarifications
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/ff70b22e-1ba7-4167-8bb3-941d49bb28ae , tenderNotice
- https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c , tenderNotice
Documents are linked, not mirrored. They are served by the publishing authority and may require registration.
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 20 Mar 2023 | Tender amendment (tenderAmendment) | · | c4d36962-b613-45e5-bcfd-e28432bfa76c-625776 |
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source
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