--- title: "Expression of Interest - Provision and Supply of External Audit Services" ocid: "ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78.json" source: "Contracts Finder" current_stage: "Planning" buyer: "TRINITY MULTI ACADEMY TRUST" published: "2023-02-24" --- # Expression of Interest - Provision and Supply of External Audit Services Buyer: TRINITY MULTI ACADEMY TRUST Current stage: Planning OCID: ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-b57bfd1f-a678-47f7-8a0e-12f1fb2b5b78.json) ## Summary The Trinity Multi Academy Trust is planning a tender for the provision and supply of external audit services, with an expected contract term of 5 years. The tender, classified under accounting and auditing services, is open to bidders and will be launched in March/April 2023. The buying organisation, Trinity Multi Academy Trust, operating in West and South Yorkshire, is seeking interested parties to participate in the tender, with expressions of interest due by 24th March 2023. This tender opportunity presents a chance for audit firms specialising in accounting and auditing services to engage with Trinity Multi Academy Trust's external audit requirements. Businesses providing audit, financial statement preparation, and tax advice services would find this opportunity well-suited for growth. Interested businesses should respond to the invitation to tender, showcasing their expertise in delivering annual audit plans, financial statement preparation, and tax-related services. The buying organisation, Trinity Multi Academy Trust, is looking for reliable audit firms to establish a long-term partnership for the provision of crucial financial audit services. ## Notice Trinity Multi Academy Trust is seeking to tender its External audit requirements, I am writing to request if you have an expression of interest to be part of an upcoming tender, we will be holding this financial year. I have detailed a summary of our requirements below. Should you wish to participate or have any questions relating to the request, please email me at procurement@trinitymat.org Overview statement Trinity Multi Academy Trust (TMAT) is an education provider for young people from the ages of 3-19 operating in West and South Yorkshire. It is a growing trust, and currently Its sites consist of 10 academies, 1 head office, and 1 x subsidiary company White Rose Education Services Ltd. (as of January 2023). TMAT has a requirement for the provisions of External audit services. TMAT is seeking to carry out a further competition tendering in March / April 2023, which will cover the duration of the term. This expression of interest (EOI) is to identify interest parties and suppliers to take part in the Tender which will go live in March / April 2023. Contract Term and Key Dates Contract term - 5 years ITT Launch - March / April 2023 EOI Response - 24th March 2023 (16:00) Responses If you wish to be included within the Invitation to Tender (ITT), please respond via the method below and state who to send the ITT to when it is launched. Responses are to be submitted by email to procurement@trinitymat.org no later than; 24th March 2023 (16:00). Summary of Statement of Requirements We are looking to appoint a firm of Auditors to: 1. Deliver an annual audit plan for the trust and its subsidiaries (currently only White Rose Education (WRE) Limited). 2. Annual audit of annual financial statements of Trinity MAT and subsidiaries as per ESFA trust handbook. 3. Prepare the annual financial statements of Trinity MAT, its subsidiary and consolidated accounts. 4. Attend and present the Audit Findings and Financial Statements to the Audit Committee & WRE Directors for recommendation/signing in December. 5. Prepare and audit of the Annual Accounts Return including the provision of an Independent Report on the Annual Accounts Return as required by the ESFA. 6. Audit our Teachers' Pensions End of Year Certificate. 7. Audit of any Department for Education/ESFA funding streams and related expenditure, as required. 8. Any audit, corporation tax (including gift aid and R&D credits), payroll and VAT advice as required especially in relation to overseas tax regulations. 9. Support, advice and guidance with annual stocktake quality assurance for Balance Sheet figures (mainly WRE). 10. Computation and submission of Corporation Tax Return for WRE Ltd. 11. Submission of all financial statements to Companies House ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/bab2a287-ad1f-487a-a1ef-3cb4b396fe1a | | Notice type | Planned Procurement Notice | | Procurement type | Standard | | Procurement category | Not specified | | Procurement method | Open | | Procurement method details | Open procedure (above threshold) | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 24 Feb 2023 | | Submission deadline | Not specified | | Future notice date | 24 Mar 2023 | | Award date | Not specified | | Contract period | 31 May 2023 - 1 Jun 2028 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £230,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | TRINITY MULTI ACADEMY TRUST | | Locality | HALIFAX | | Post town | Halifax | | Postcode | HX2 9TZ | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE44 Calderdale and Kirklees | | Local authority | Calderdale | | Electoral ward | Illingworth and Mixenden | | Westminster constituency | Halifax | | Delivery location | TLE Yorkshire and The Humber | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security - 80 - Education and training services ### Codes - 79210000 - Accounting and auditing services - 80100000 - Primary education services - 80200000 - Secondary education services - 80300000 - Higher education services - 80400000 - Adult and other education services ## Release History - 24 Feb 2023 at 14:50 - Planning - Planned Procurement Notice - https://www.contractsfinder.service.gov.uk/Notice/bab2a287-ad1f-487a-a1ef-3cb4b396fe1a ## Documents - https://www.contractsfinder.service.gov.uk/Notice/bab2a287-ad1f-487a-a1ef-3cb4b396fe1a 24th February 2023 - Future opportunity notice on Contracts Finder ## Notice URLs - https://www.trinitymat.org/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. 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