Tender

External Audit Services

HOPE SENTAMU LEARNING TRUST

This public procurement record has 1 release in its history.

Planning

19 Jul 2024 at 12:32

Summary of the contracting process

The Hope Sentamu Learning Trust has initiated a tender process for External Audit Services. The trust is based in York, United Kingdom, and operates in the education sector. The procurement stage is currently active with a deadline for submissions by October 25, 2024. The procurement method is selective, following a Restricted procedure. Businesses interested in providing audit services should comply with various requirements listed by the trust.

This tender offers an opportunity for audit service providers to engage with Hope Sentamu Learning Trust, with a particular focus on external audit processes within the education sector. Businesses capable of managing the annual external audit, financial reporting, and providing technical accounting advice would be well-suited to compete. The selected provider will have the responsibility of meeting specific audit requirements as outlined by the trust, including regulatory audits and collaboration with internal auditors.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

External Audit Services

Notice Description

External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements. I. The planning, management and execution of the annual external audit for HSLT; II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and Audit Committee & Resource Committee, including attendance where required; III. Preparation of the annual financial statements; IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical accounting and financial matters including PAYE, VAT, corporation tax matters etc; V. Provide support with VAT investigations and provide training on VAT where required; VI. Liaison and coordination with the internal auditors to ensure full exchange of information; VII. Regulatory audit of Teacher's pension; VIII. Preparation of Academies Accounts Return - optional/additional cost; IX. Preparation and submission of Corporation Tax return (nil); X. Filing of annual audited accounts at companies house; XI. Highlight any changes in requirements for the Trust; XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable; XIII. All staff working on premises will hold an enhanced DBS certificate; and XIV. On-site support where requested.

Lot Information

Lot 1

External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements. I. The planning, management and execution of the annual external audit for HSLT; II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and Audit Committee & Resource Committee, including attendance where required; III. Preparation of the annual financial statements; IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical accounting and financial matters including PAYE, VAT, corporation tax matters etc; V. Provide support with VAT investigations and provide training on VAT where required; VI. Liaison and coordination with the internal auditors to ensure full exchange of information; VII. Regulatory audit of Teacher's pension; VIII. Preparation of Academies Accounts Return - optional/additional cost; IX. Preparation and submission of Corporation Tax return (nil); X. Filing of annual audited accounts at companies house; XI. Highlight any changes in requirements for the Trust; XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable; XIII. All staff working on premises will hold an enhanced DBS certificate; and XIV. On-site support where requested.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0482d9
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/022493-2024
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
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
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
19 Jul 20241 years ago
Submission Deadline
25 Oct 2024Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
HOPE SENTAMU LEARNING TRUST
Contact Name
Elanor Hampshire
Contact Email
procurement@hslt.academy
Contact Phone
+44 1904560033

Buyer Location

Locality
YORK
Postcode
YO30 6ZS
Post Town
York
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE2 North Yorkshire
Small Region (ITL 3)
TLE21 York
Delivery Location
TLE Yorkshire and The Humber

Local Authority
York
Electoral Ward
Rawcliffe & Clifton Without
Westminster Constituency
York Outer

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-0482d9-2024-07-19T13:32:12+01:00",
    "date": "2024-07-19T13:32:12+01:00",
    "ocid": "ocds-h6vhtk-0482d9",
    "description": "Hope Sentamu Learning Trust does not currently have an online tendering system. Please submit requests for tender participation directly to Elanor Hampshire at procurement@hslt.academy.",
    "initiationType": "tender",
    "tender": {
        "id": "HSLTEXAUDIT2025/2028",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "External Audit Services",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "79212000",
            "description": "Auditing services"
        },
        "mainProcurementCategory": "services",
        "description": "External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements. I. The planning, management and execution of the annual external audit for HSLT; II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and Audit Committee & Resource Committee, including attendance where required; III. Preparation of the annual financial statements; IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical accounting and financial matters including PAYE, VAT, corporation tax matters etc; V. Provide support with VAT investigations and provide training on VAT where required; VI. Liaison and coordination with the internal auditors to ensure full exchange of information; VII. Regulatory audit of Teacher's pension; VIII. Preparation of Academies Accounts Return - optional/additional cost; IX. Preparation and submission of Corporation Tax return (nil); X. Filing of annual audited accounts at companies house; XI. Highlight any changes in requirements for the Trust; XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable; XIII. All staff working on premises will hold an enhanced DBS certificate; and XIV. On-site support where requested.",
        "lots": [
            {
                "id": "1",
                "description": "External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements. I. The planning, management and execution of the annual external audit for HSLT; II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and Audit Committee & Resource Committee, including attendance where required; III. Preparation of the annual financial statements; IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical accounting and financial matters including PAYE, VAT, corporation tax matters etc; V. Provide support with VAT investigations and provide training on VAT where required; VI. Liaison and coordination with the internal auditors to ensure full exchange of information; VII. Regulatory audit of Teacher's pension; VIII. Preparation of Academies Accounts Return - optional/additional cost; IX. Preparation and submission of Corporation Tax return (nil); X. Filing of annual audited accounts at companies house; XI. Highlight any changes in requirements for the Trust; XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable; XIII. All staff working on premises will hold an enhanced DBS certificate; and XIV. On-site support where requested.",
                "hasOptions": true,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79212000",
                        "description": "Auditing services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKE"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
                    "document"
                ]
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://hslt.academy/",
        "communication": {
            "atypicalToolUrl": "https://hslt.academy/"
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2024-10-25T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "contractTerms": {
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        }
    },
    "parties": [
        {
            "id": "GB-UKPRN-10058624",
            "name": "HOPE SENTAMU LEARNING TRUST",
            "identifier": {
                "legalName": "HOPE SENTAMU LEARNING TRUST",
                "id": "10058624",
                "scheme": "GB-UKPRN"
            },
            "address": {
                "streetAddress": "C/o Vale Of York Academy,Rawcliffe Drive",
                "locality": "YORK",
                "region": "UKE21",
                "postalCode": "YO306ZS",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Elanor Hampshire",
                "telephone": "+44 1904560033",
                "email": "procurement@hslt.academy",
                "url": "https://hslt.academy/"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://hslt.academy/",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "id": "BODY_PUBLIC",
                        "description": "Body governed by public law"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "09",
                        "description": "Education"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-118991",
            "name": "Hope Sentamu Learning Trust",
            "identifier": {
                "legalName": "Hope Sentamu Learning Trust"
            },
            "address": {
                "streetAddress": "C/O Vale of York Academy",
                "locality": "York",
                "postalCode": "YO30 6ZS",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-UKPRN-10058624",
        "name": "HOPE SENTAMU LEARNING TRUST"
    },
    "language": "en"
}