External Audit Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-05e5ee-2026-01-13T17:43:45Z",
    "date": "2026-01-13T17:43:45Z",
    "ocid": "ocds-h6vhtk-05e5ee",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PXJP-9994-BJBR",
            "name": "Southern Housing",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PXJP-9994-BJBR"
            },
            "address": {
                "streetAddress": "59-61 Clerkenwell Road",
                "locality": "London",
                "postalCode": "EC1M 5LA",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI43"
            },
            "contactPoint": {
                "name": "Kim Newman",
                "email": "Procurement@pmlgroup.com"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.southernhousing.org.uk",
                "classifications": [
                    {
                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
                    }
                ]
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PXJP-9994-BJBR",
        "name": "Southern Housing"
    },
    "planning": {
        "milestones": [
            {
                "id": "engagement",
                "type": "engagement",
                "description": "This notice is not an invitation for formal expressions of interest. The purpose of this Preliminary Market Engagement Notice and the questionnaire that we are asking you to complete is to gain some early insight and feedback from the market in relation to this exciting opportunity. Potential future bidders will not be prejudiced by any response or failure to respond to this Pre Market Engagement Notice. The procurement of the contracts by Southern Housing will be carried out strictly in accordance with the Procurement Act 2023. This process is being undertaken to share some headline information about the opportunity and also gather knowledge, feedback and insight in the following areas: * Capacity and resources * Interest and possible barriers * Scope and requirements * Pricing and commercial considerations * Procurement process and timelines * Compliance or regulatory factors. The information gathered will be used: * to inform the procurement process * to inform and influence the structure and content of the tender documents and * to provide feedback in relation to the appetite of the market together with information that will allow the exercise to be shaped to elicit a positive response from providers. The benefits to your organisation in participating in this process include: - the chance to assess whether the opportunity will be suitable and of interest to you - ensuring that the approach is realistic and market-focused - the chance to raise any risks, concerns or issues regarding the potential opportunity Your responses will assist us in creating a process which is well-framed, focused, feasible and likely to be of interest to the market. There is no commercial advantage or disadvantage to your organisation as a result of being involved in this exercise. This process focuses on the market as a whole, rather than on the merits of individual suppliers. It involves no element of supplier selection or bid evaluation. Finally, please be assured that any commercially sensitive information provided to us as part of this process will be treated in confidence, used only for the purposes of this market engagement exercise, and will not be disclosed to any other organisation, subject to the provisions of the Freedom of Information Act 2000. Interested companies are to complete the online questionnaire at https://forms.office.com/e/3CQ1y8SJ1q by the engagement deadline.",
                "dueDate": "2025-12-04T23:59:59+00:00",
                "status": "scheduled"
            }
        ],
        "documents": [
            {
                "id": "075860-2025",
                "documentType": "marketEngagementNotice",
                "noticeType": "UK2",
                "description": "Preliminary market engagement notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/075860-2025",
                "datePublished": "2025-11-20T19:43:11Z",
                "format": "text/html"
            }
        ]
    },
    "tender": {
        "id": "SH2025043",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "External Audit Services",
        "description": "Southern Housing are seeking to procure External Audit Services to undertake an independent audit of Southern Housing and its related subsidiaries to be carried out in accordance with International Standards on Auditing (UK) (ISAs (UK)). Southern Housing published a Preliminary Market Engagement notice related to this procurement (Ref 2025/S 000-075860 on 20 November 2025 and have undertaken Preliminary Market Engagement which has included: a) submission of questionnaire responses b) use of the questionnaire responses to understand the market, capability and inform the procurement strategy Please note the estimated contract value stated excludes inflation. The contract will be for a maximum term of 5 years and will be subject to the annual re-appointment of the external auditors by the Southern Housing Board. The Client is targeting the following strategic objectives and added value benefits: a. Deliver work requirements in line with the scope and specified instructions b. Deliver works within the required timelines c. Proactive communication - working in partnership d. Act as a professional and informed sounding board e. Provide proactive support to the Audit & Risk Committee f. Being kept informed of forthcoming / potential changes in financial reporting requirements g. Ideas for how the external audit process could be delivered more efficiently by SH / audit firm each year. The Client reserves the right, at its sole discretion, to update, modify or replace its strategic objectives or policies after the date of this Invitation to Tender by notification to the Bidders in writing. In accordance with section 52 of the Procurement Act 2023, wherever the Client enters into a public contract with an estimated value of more than PS5 million, the Client must set and publish at least three key performance indicators in respect of the Contract. In light of the estimated value of the Contract, the Client has set the following indicative key performance indicators for the purposes of this procurement: KPI 1 - Audits completed within agreed timelines KPI 2 - Number of audit findings requiring rework/clarification or that are inaccurate/incomplete KPI 3 - Average number of days between audit completion and report submission KPI 4 - Average response time on technical accounting queries The Client will enter into Contract with the with the successful Supplier which shall be based on the Client's Standard form of Services Contract (including a Schedule of Amendments).",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79212100",
                        "description": "Financial auditing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79212300",
                        "description": "Statutory audit services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79212000",
                        "description": "Auditing services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKI",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKJ",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKF",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKI",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKJ",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKG",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amountGross": 6000000,
            "amount": 5000000,
            "currency": "GBP"
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "lots": [
            {
                "id": "1",
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-10-01T00:00:00+01:00",
                    "endDate": "2031-09-30T23:59:59+01:00"
                },
                "status": "active",
                "value": {
                    "amountGross": 6000000,
                    "amount": 5000000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "description": "As set out in the Invitation to Tender",
                            "numbers": [
                                {
                                    "number": 70,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "price",
                            "name": "Price",
                            "description": "As set out in the Invitation to Tender",
                            "numbers": [
                                {
                                    "number": 30,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "selectionCriteria": {
                    "criteria": [
                        {
                            "type": "economic",
                            "description": "Legal and financial conditions of participation are as set out in the Volume 6 Conditions of Participation Questionnaire"
                        },
                        {
                            "type": "technical",
                            "description": "Technical conditions of participation are as set out in the Volume 6 Conditions of Participation Questionnaire"
                        }
                    ]
                },
                "hasOptions": true,
                "options": {
                    "description": "Adhoc related services within the scope of the contract, arising from day to day financial services requirements may be instructed."
                }
            }
        ],
        "communication": {
            "futureNoticeDate": "2025-12-16T23:59:59+00:00"
        },
        "status": "active",
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "coveredBy": [
            "GPA"
        ],
        "submissionMethodDetails": "Tender documents can be accessed at https://Www.MyTenders.co.uk Please follow the instructions set out in the Invitation to Tender",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "tenderPeriod": {
            "endDate": "2026-02-23T17:00:00+00:00"
        },
        "enquiryPeriod": {
            "endDate": "2026-02-16T17:00:00+00:00"
        },
        "awardPeriod": {
            "endDate": "2026-04-02T23:59:59+01:00"
        },
        "documents": [
            {
                "id": "L-1",
                "documentType": "biddingDocuments",
                "description": "Appendix 1 - External Audit Services - Tender Certificate and Appendices",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628814"
            },
            {
                "id": "L-2",
                "documentType": "biddingDocuments",
                "description": "Volume 2 - External Audit Services - Contract for Services v1",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628815"
            },
            {
                "id": "L-3",
                "documentType": "biddingDocuments",
                "description": "Volume 3- External Audit Services - Specification",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628816"
            },
            {
                "id": "L-4",
                "documentType": "biddingDocuments",
                "description": "Volume 1 - External Audit Services Price Framework",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628818"
            },
            {
                "id": "L-5",
                "documentType": "biddingDocuments",
                "description": "Volume 4 - External Audit Services - KPI Framework",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628819"
            },
            {
                "id": "L-6",
                "documentType": "biddingDocuments",
                "description": "Volume 5 - External Audit Services - Quality Submission Response Document",
                "url": "https://www.mytenders.co.uk/Authority/NoticeBuilder/NoticeBuilder_FileDownload.aspx?id=628820"
            },
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "002875-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/002875-2026",
                "datePublished": "2026-01-13T17:43:45Z",
                "format": "text/html"
            }
        ],
        "hasRecurrence": true,
        "recurrence": {
            "dates": [
                {
                    "startDate": "2030-01-11T23:59:59+00:00"
                }
            ]
        },
        "contractTerms": {
            "financialTerms": "As set out within the Invitation to Tender documentation"
        },
        "riskDetails": "a) Skilled resource availability b) Labour cost volatility c) Change of law/legislation d) Change of regulation and accounting standards e) Supplier failure"
    },
    "language": "en"
}