Notice Information
Notice Title
Leaseholder Service Charge Audit
Notice Description
Anchor will require the following leaseholder service charge audits/services based on:-<br/><br/>- Preparing the service charge statement in accordance with Tech 03/11 Residential<br/>Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS;<br/>- Anchor will make available all relevant information and documentation in relation to<br/>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;<br/>- Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared;<br/>- Ensuring your compliance with the requirements of the Landlord and Tenant Acts<br/>1985 and 1987;<br/>- Safeguarding the assets relevant to the service charge statement and preventing<br/>and detecting fraud, error and non-compliance with law or regulations.
Lot Information
Lot 1
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.
Renewal: 12 Months +12 Months
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-04b743
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/037177-2024
- 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
- 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
- £180,000 £100K-£500K
- 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
- Active
- 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
- +44 7483149169
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
- TLE41 Bradford
-
- Local Authority
- Bradford
- Electoral Ward
- City
- Westminster Constituency
- Bradford West
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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-04b743-2024-11-18T12:33:12Z",
"date": "2024-11-18T12:33:12Z",
"ocid": "ocds-h6vhtk-04b743",
"initiationType": "tender",
"tender": {
"id": "C8551",
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"title": "Leaseholder Service Charge Audit",
"status": "active",
"classification": {
"scheme": "CPV",
"id": "79212100",
"description": "Financial auditing services"
},
"mainProcurementCategory": "services",
"description": "Anchor will require the following leaseholder service charge audits/services based on:-<br/><br/>- Preparing the service charge statement in accordance with Tech 03/11 Residential<br/>Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS;<br/>- Anchor will make available all relevant information and documentation in relation to<br/>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;<br/>- Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared;<br/>- Ensuring your compliance with the requirements of the Landlord and Tenant Acts<br/>1985 and 1987;<br/>- Safeguarding the assets relevant to the service charge statement and preventing<br/>and detecting fraud, error and non-compliance with law or regulations.",
"value": {
"amount": 180000,
"currency": "GBP"
},
"lots": [
{
"id": "1",
"description": "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. <br/><br/>Agreeing all entries on the service charge statements to supporting working papers<br/>and income and expenditure data for the service charge period.<br/><br/>Agreeing a sample of expenditure declared in the statement of expenditure to<br/>invoices / other supporting documentation and evidence of payment to ensure that:<br/><br/>- expenditure is eligible under the Anchor Hanover Group's agreement with their tenants<br/>- expenditure included in the certificate is defrayed in the correct service charge<br/>period; and<br/>- apportionments included in the certificate for admin costs and overheads are on<br/>a basis that is consistent with the Anchor Hanover Group's internal systems<br/><br/>The above agreed procedures will be performed having regard to Tech 03/11 Residential<br/>Service Charge Accounts published jointly by the professional accountancy bodies with<br/>ARMA and RICS.<br/>Having performed the agreed procedures, you will report to Anchor in writing on your findings.",
"value": {
"amount": 180000,
"currency": "GBP"
},
"contractPeriod": {
"startDate": "2025-01-27T00:00:00Z",
"endDate": "2028-01-27T23:59:59Z"
},
"hasRenewal": true,
"renewal": {
"description": "12 Months +12 Months"
},
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"hasOptions": false,
"status": "active"
}
],
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"region": "UKE41"
}
],
"deliveryLocation": {
"description": "Bradford, Sites Across England"
},
"relatedLot": "1"
}
],
"submissionMethod": [
"electronicSubmission",
"written"
],
"submissionMethodDetails": "https://anchor.my.salesforce-sites.com/?searchtype=Projects",
"communication": {
"atypicalToolUrl": "https://anchor.my.salesforce-sites.com/?searchtype=Projects"
},
"otherRequirements": {
"requiresStaffNamesAndQualifications": true
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"tenderPeriod": {
"endDate": "2025-01-05"
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"endDate": "2025-02-28T23:59:59Z"
}
},
"awardPeriod": {
"startDate": "2025-01-06T12:00:00Z"
},
"bidOpening": {
"date": "2025-01-06T12:00:00Z"
},
"hasRecurrence": false,
"contractTerms": {
"hasElectronicOrdering": true,
"electronicInvoicingPolicy": "allowed",
"hasElectronicPayment": true
}
},
"parties": [
{
"id": "GB-FTS-115367",
"name": "Anchor Hanover Group",
"identifier": {
"legalName": "Anchor Hanover Group",
"id": "7843"
},
"address": {
"streetAddress": "2 Godwin Street",
"locality": "Bradford",
"region": "UKE41",
"postalCode": "BD1 2ST",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Sorour Salekroshani",
"telephone": "+44 7483149169",
"email": "sorour.salekroshani@anchor.org.uk",
"url": "https://anchor.my.salesforce-sites.com/?searchtype=Projects"
},
"roles": [
"buyer"
],
"details": {
"url": "https://www.anchor.org.uk/",
"buyerProfile": "https://www.anchor.org.uk/",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "BODY_PUBLIC",
"description": "Body governed by public law"
},
{
"scheme": "COFOG",
"id": "06",
"description": "Housing and community amenities"
}
]
}
},
{
"id": "GB-FTS-63328",
"name": "High Court of England and Wales",
"identifier": {
"legalName": "High Court of England and Wales"
},
"address": {
"streetAddress": "The Strands",
"locality": "London",
"postalCode": "WC2A 2LL",
"countryName": "United Kingdom"
},
"roles": [
"reviewBody"
],
"details": {
"url": "https://www.justice.gov.uk"
}
}
],
"buyer": {
"id": "GB-FTS-115367",
"name": "Anchor Hanover Group"
},
"language": "en"
}