Tender

External Audit Services

LEARNERS' TRUST

This public procurement record has 2 releases in its history.

TenderAmendment

20 Mar 2023 at 11:24

Tender Notice
Tender

13 Mar 2023 at 09:50

Tender Notice
Summary of the contracting process

The LEARNERs' Trust is inviting tenders for External Audit Services. This opportunity is open for procurement until 29th March 2023, with a contract period starting on 1st September 2023 and ending on 31st August 2026. The Trust seeks services such as preparing Annual Reports, Taxation advice, and VAT advice. The total annual cost proposal is £120,000 GBP. The procurement method is an open procedure.

This tender for External Audit Services by the LEARNERs' Trust presents an opportunity for firms experienced in providing audit and accountancy services within the educational sector. Businesses offering Access Finance software expertise, compliance with the Data Protection Act, and quality services with measurable benefits can compete. The Trust requires evidence of working with Multi Academy Trusts and charitable trusts, alongside a detailed business continuity plan for uninterrupted service delivery.

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Notice Information

Notice Title

External Audit Services

Notice 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.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c
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 (below 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

79212000 - Auditing services

Notice Value(s)

Tender Value
£120,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
20 Mar 20232 years ago
Submission Deadline
29 Mar 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
31 Aug 2023 - 31 Aug 2026 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
LEARNERS' TRUST
Contact Name
Frances Cowell
Contact Email
coo@learnerstrust.org
Contact Phone
Not specified

Buyer Location

Locality
SHEFFIELD
Postcode
S21 4DA
Post Town
Sheffield
Country
England
Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF1 Derbyshire and Nottinghamshire
Small Region (ITL 3)
TLF12 East Derbyshire
Delivery Location
Not specified
Local Authority
North East Derbyshire
Electoral Ward
Eckington South & Renishaw
Westminster Constituency
North East Derbyshire

Further Information

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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