Planning

Expression of Interest - Provision and Supply of External Audit Services

TRINITY MULTI ACADEMY TRUST

This public procurement record has 1 release in its history.

Planning

24 Feb 2023 at 14:50

Planned Procurement Notice
Summary of the contracting process

The Trinity Multi Academy Trust is planning a tender for the provision and supply of external audit services, with an expected contract term of 5 years. The tender, classified under accounting and auditing services, is open to bidders and will be launched in March/April 2023. The buying organisation, Trinity Multi Academy Trust, operating in West and South Yorkshire, is seeking interested parties to participate in the tender, with expressions of interest due by 24th March 2023.

This tender opportunity presents a chance for audit firms specialising in accounting and auditing services to engage with Trinity Multi Academy Trust's external audit requirements. Businesses providing audit, financial statement preparation, and tax advice services would find this opportunity well-suited for growth. Interested businesses should respond to the invitation to tender, showcasing their expertise in delivering annual audit plans, financial statement preparation, and tax-related services. The buying organisation, Trinity Multi Academy Trust, is looking for reliable audit firms to establish a long-term partnership for the provision of crucial financial audit services.

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Notice Information

Notice Title

Expression of Interest - Provision and Supply of External Audit Services

Notice Description

Trinity Multi Academy Trust is seeking to tender its External audit requirements, I am writing to request if you have an expression of interest to be part of an upcoming tender, we will be holding this financial year. I have detailed a summary of our requirements below. Should you wish to participate or have any questions relating to the request, please email me at procurement@trinitymat.org Overview statement Trinity Multi Academy Trust (TMAT) is an education provider for young people from the ages of 3-19 operating in West and South Yorkshire. It is a growing trust, and currently Its sites consist of 10 academies, 1 head office, and 1 x subsidiary company White Rose Education Services Ltd. (as of January 2023). TMAT has a requirement for the provisions of External audit services. TMAT is seeking to carry out a further competition tendering in March / April 2023, which will cover the duration of the term. This expression of interest (EOI) is to identify interest parties and suppliers to take part in the Tender which will go live in March / April 2023. Contract Term and Key Dates Contract term - 5 years ITT Launch - March / April 2023 EOI Response - 24th March 2023 (16:00) Responses If you wish to be included within the Invitation to Tender (ITT), please respond via the method below and state who to send the ITT to when it is launched. Responses are to be submitted by email to procurement@trinitymat.org no later than; 24th March 2023 (16:00). Summary of Statement of Requirements We are looking to appoint a firm of Auditors to: 1. Deliver an annual audit plan for the trust and its subsidiaries (currently only White Rose Education (WRE) Limited). 2. Annual audit of annual financial statements of Trinity MAT and subsidiaries as per ESFA trust handbook. 3. Prepare the annual financial statements of Trinity MAT, its subsidiary and consolidated accounts. 4. Attend and present the Audit Findings and Financial Statements to the Audit Committee & WRE Directors for recommendation/signing in December. 5. Prepare and audit of the Annual Accounts Return including the provision of an Independent Report on the Annual Accounts Return as required by the ESFA. 6. Audit our Teachers' Pensions End of Year Certificate. 7. Audit of any Department for Education/ESFA funding streams and related expenditure, as required. 8. Any audit, corporation tax (including gift aid and R&D credits), payroll and VAT advice as required especially in relation to overseas tax regulations. 9. Support, advice and guidance with annual stocktake quality assurance for Balance Sheet figures (mainly WRE). 10. Computation and submission of Corporation Tax Return for WRE Ltd. 11. Submission of all financial statements to Companies House

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/bab2a287-ad1f-487a-a1ef-3cb4b396fe1a
Current Stage
Planning
All Stages
Planning

Procurement Classification

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

Common Procurement Vocabulary (CPV)

CPV Divisions

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

80 - Education and training services

CPV Codes

79210000 - Accounting and auditing services

80100000 - Primary education services

80200000 - Secondary education services

80300000 - Higher education services

80400000 - Adult and other education services

Notice Value(s)

Tender Value
£230,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
24 Feb 20233 years ago
Submission Deadline
Not specified
Future Notice Date
24 Mar 2023Expired
Award Date
Not specified
Contract Period
31 May 2023 - 1 Jun 2028 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
TRINITY MULTI ACADEMY TRUST
Contact Name
Ian MacDonald
Contact Email
procurement@trinitymat.org
Contact Phone
Not specified

Buyer Location

Locality
HALIFAX
Postcode
HX2 9TZ
Post Town
Halifax
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE44 Calderdale and Kirklees
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Calderdale
Electoral Ward
Illingworth and Mixenden
Westminster Constituency
Halifax

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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