Tender

Leaseholder Service Charge Audit

ANCHOR HANOVER GROUP

This public procurement record has 1 release in its history.

Tender

18 Nov 2024 at 12:42

Tender Notice
Summary of the contracting process

The Anchor Hanover Group has initiated a tender process for the "Leaseholder Service Charge Audit." This opportunity falls under the financial auditing services category (CPV code 79212100) and is specifically aimed at ensuring accurate preparation and compliance with service charge statements. The procurement process is currently at the tender stage, and businesses are invited to submit their bids by 5 January 2025. The contract period will commence on 27 January 2025 and end on 27 January 2028. The procurement method is an open procedure, allowing for wide participation. The services are to be provided in the Yorkshire and the Humber region, with the main office located in Bradford (postal code BD1 2ST), United Kingdom. The estimated contract value is £180,000 GBP, with a minimum value of £170,000 GBP.

This tender presents a significant opportunity for firms specialising in financial auditing and compliance, particularly those with experience in preparing and reviewing service charge statements in accordance with industry standards such as Tech 03/11. Businesses that are adept at maintaining accurate accounting records, ensuring compliance with relevant laws, and detecting fraud and errors will find this contract particularly suitable. The Anchor Hanover Group requires meticulous attention to detail and a robust auditing process, making it ideal for companies that excel in providing thorough and accurate financial auditing services. This opportunity will not only provide substantial financial growth but also enhance the company's portfolio within the public sector auditing domain.

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Notice Information

Notice Title

Leaseholder Service Charge Audit

Notice Description

Anchor will require the following leaseholder service charge audits/services based on:- - Preparing the service charge statement in accordance with Tech 03/11 Residential Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS; - Anchor will make available all relevant information and documentation in relation to which your procedures are to be performed including transaction list and trial balance spreadsheet for each home as well as relevant information requested upon sampling; - Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared; - Ensuring your compliance with the requirements of the Landlord and Tenant Acts 1985 and 1987; - Safeguarding the assets relevant to the service charge statement and preventing and detecting fraud, error and non-compliance with law or regulations. Additional information: Ensuring that all arithmetic on the service charge statements is correct. Your procedures will be performed in order to detect any mathematical errors in the calculations made by Anchor. Agreeing all entries on the service charge statements to supporting working papers and income and expenditure data for the service charge period. Agreeing a sample of expenditure declared in the statement of expenditure to invoices / other supporting documentation and evidence of payment to ensure that: - expenditure is eligible under the Anchor Hanover Group's agreement with their tenants - expenditure included in the certificate is defrayed in the correct service charge period; and - apportionments included in the certificate for admin costs and overheads are on a basis that is consistent with the Anchor Hanover Group's internal systems The above agreed procedures will be performed having regard to Tech 03/11 Residential Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS. Having performed the agreed procedures, you will report to Anchor in writing on your findings. Tender Documentation can be found here: https://anchor.my.salesforce-sites.com/?searchtype=Projects

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/4c2f72a2-fb7d-4daf-be7e-efad51330769
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

79212100 - Financial auditing services

Notice Value(s)

Tender Value
£180,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
18 Nov 20241 years ago
Submission Deadline
5 Jan 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
27 Jan 2025 - 27 Jan 2028 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
ANCHOR HANOVER GROUP
Contact Name
Sorour Salekroshani
Contact Email
sorour.salekroshani@anchor.org.uk
Contact Phone
Not specified

Buyer Location

Locality
BRADFORD
Postcode
BD1 2ST
Post Town
Bradford
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE41 Bradford
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Bradford
Electoral Ward
City
Westminster Constituency
Bradford West

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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