External Audit Services 2018 - 2023

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                "description": "The external audit and tax service will include, but not be limited to: a) The planning, management and efficient execution of the annual external audit of the organisations' financial statements. b) Preparation of an annual audit plan for each company to be made available to management by February before the commencement of the final audit in May. c) Formal reporting to the Management Committee and Subsidiaries Boards. This will typically consist of attending and presenting at: - Oak Tree Housing Association's special meeting to sign off the Annual Accounts during the second week in June - Cloch Housing Association's special meeting to sign off the Annual Accounts during the first two weeks in August - Oak Tree Housing Initiatives' Board Meeting to sign off the Annual Accounts during the first two weeks in August. d) Meetings with management pre and post audit to discuss audit plan and audit report respectively in advance of Committee/Board meetings. e) Generation of the final financial statements on behalf of Oak Tree Housing Association, Cloch Housing Association and Oak Tree Housing Initiatives. f) Audit field work on site for up to 8 to 10 days. Regular progress updates to management to be provided during the field work, concluding with a clearance meeting encompassing all audit issues. g) Attendance at the Housing Associations' Annual General Meetings with a report presentation: - Oak Tree Housing Association's AGM - circa 3rd Tuesday in June - Cloch Housing Association's AGM during the 3rd week in September - Oak Tree Housing Initiative's AGM during the 3rd week in August h) Provision of timely and accurate advice and guidance on technical accounting and finance issues. Owing to the time critical nature of the process of preparation of annual financial statements it is expected that the principal external audit contacts will be readily available by telephone/email and will provide a full response to requests within 2 working days. i) Timely provision of model financial statements, relevant technical accounting updates, including relevant Financial Reporting Standards, Statements of Recommended Practice and Accounting Orders. j) Excellent and timely communication between auditor and client on all matters, including feedback on information supplied and immediate feedback on any predicted cost over-runs. k) The provision of added value and innovation to the audit process. l) The supplier is expected to use their skill, knowledge and expertise to identify any gaps in this scope and address them in their submission. m) Co-operation with the organisation's internal auditors where you wish to rely on their assurance work when planning the statutory audit. n) Preparation of Oak Tree Housing Initiatives Corporation Tax Return by the end of September each year.",
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