--- title: "Leaseholder Service Charge Audit" ocid: "ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a.json" source: "Contracts Finder" current_stage: "Tender" buyer: "ANCHOR HANOVER GROUP" published: "2024-11-18" --- # Leaseholder Service Charge Audit Buyer: ANCHOR HANOVER GROUP Current stage: Tender OCID: ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a.json) ## Summary The Anchor Hanover Group has initiated a tender process for the "Leaseholder Service Charge Audit." This opportunity falls under the financial auditing services category (CPV code 79212100) and is specifically aimed at ensuring accurate preparation and compliance with service charge statements. The procurement process is currently at the tender stage, and businesses are invited to submit their bids by 5 January 2025. The contract period will commence on 27 January 2025 and end on 27 January 2028. The procurement method is an open procedure, allowing for wide participation. The services are to be provided in the Yorkshire and the Humber region, with the main office located in Bradford (postal code BD1 2ST), United Kingdom. The estimated contract value is £180,000 GBP, with a minimum value of £170,000 GBP. This tender presents a significant opportunity for firms specialising in financial auditing and compliance, particularly those with experience in preparing and reviewing service charge statements in accordance with industry standards such as Tech 03/11. Businesses that are adept at maintaining accurate accounting records, ensuring compliance with relevant laws, and detecting fraud and errors will find this contract particularly suitable. The Anchor Hanover Group requires meticulous attention to detail and a robust auditing process, making it ideal for companies that excel in providing thorough and accurate financial auditing services. This opportunity will not only provide substantial financial growth but also enhance the company's portfolio within the public sector auditing domain. ## Notice Anchor will require the following leaseholder service charge audits/services based on:- - Preparing the service charge statement in accordance with Tech 03/11 Residential Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS; - Anchor will make available all relevant information and documentation in relation to 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; - Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared; - Ensuring your compliance with the requirements of the Landlord and Tenant Acts 1985 and 1987; - Safeguarding the assets relevant to the service charge statement and preventing and detecting fraud, error and non-compliance with law or regulations. Additional information: 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. Tender Documentation can be found here: https://anchor.my.salesforce-sites.com/?searchtype=Projects ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/4c2f72a2-fb7d-4daf-be7e-efad51330769 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (above threshold) | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 18 Nov 2024 | | Submission deadline | 5 Jan 2025 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 27 Jan 2025 - 27 Jan 2028 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £180,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | ANCHOR HANOVER GROUP | | Locality | BRADFORD | | Post town | Bradford | | Postcode | BD1 2ST | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE41 Bradford | | Local authority | Bradford | | Electoral ward | City | | Westminster constituency | Bradford West | | Delivery location | TLE Yorkshire and The Humber | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79212100 - Financial auditing services ## Release History - 18 Nov 2024 at 12:42 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/4c2f72a2-fb7d-4daf-be7e-efad51330769 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/4c2f72a2-fb7d-4daf-be7e-efad51330769 18th November 2024 - Opportunity notice on Contracts Finder ## Notice URLs - https://anchor.my.salesforce-sites.com/?searchtype=Projects ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-35e8b755-d545-4642-a736-e7b17eb8033a.json.