--- title: "External Audit Services" ocid: "ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e.json" source: "Contracts Finder" current_stage: "Tender" buyer: "LEARNERS' TRUST" published: "2023-03-20" --- # External Audit Services Buyer: LEARNERS' TRUST Current stage: Tender OCID: ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-fdac2ac9-05ec-451c-88eb-ea47afbc2e6e.json) ## Summary The LEARNERs' Trust is inviting tenders for External Audit Services. This opportunity is open for procurement until 29th March 2023, with a contract period starting on 1st September 2023 and ending on 31st August 2026. The Trust seeks services such as preparing Annual Reports, Taxation advice, and VAT advice. The total annual cost proposal is £120,000 GBP. The procurement method is an open procedure. This tender for External Audit Services by the LEARNERs' Trust presents an opportunity for firms experienced in providing audit and accountancy services within the educational sector. Businesses offering Access Finance software expertise, compliance with the Data Protection Act, and quality services with measurable benefits can compete. The Trust requires evidence of working with Multi Academy Trusts and charitable trusts, alongside a detailed business continuity plan for uninterrupted service delivery. ## Notice We are tendering for external audit services for the LEARNERs' Trust. The LEARNERs' Trust is a medium to large Trust with eighteen open schools across Rotherham, Derbyshire and Derby. Our requirements are: We are seeking to procure a service that provides: * External Audit Services The Trust requirements are as follows: * Preparation of the LEARNERs' Trust Annual Report and Accounts; * Expressing an opinion of the above Financial Statements; * Accounts Assurance Report on Regularity as required by the ESFA; * Accounts Assurance Report on the Annual Accounts Return as required by the ESFA; * Attendance at the Trust Board of Directors meeting at which the Statutory Accounts are scrutinised; * Attendance at the appropriate Leadership & Management committee meetings to present the audit plan; * Audit of the Teachers' Pension Scheme End of Year Certificate; * Preparation and submission of the Academies Accounts return; * A working knowledge of the Access financial management system; * Other ad hoc services as required; * Taxation advice as required; * Accountancy advice as required; * VAT advice as required. All tenders should specifically identify: * A total annual cost proposal; * A clear indication of services provided as part of the fee; * The variable costs for the proposal, including charge per new school/ ad-hoc advice, if applicable; * Any inflationary or other provisions for periodic increase in fees; * Fees chargeable for additional services that are not included in as part of the annual cost proposal; * Your firms approach ti client management and how you offer ongoing support; * Evidence of working with Multi Academy Trusts and/ or charitable trusts; * Evidence of working with Access Finance software; * Example management letter; * Statistics on client retention and recruitment rates; * Biographies of staff the Trust will be working with, listing expertise and experience; * The reports available to the Trust; * Two references from organisations that you have worked with within the educational sector; * Compliance measures for meeting the requirements of the Data Protection Act; * A brief description of your business continuity plan that mitigate against an interrupted service should this arise; * Confirmation that you will carry out code of conduct of the professional body; * Details of any additional measurable benefits you can provide in terms of quality and cost which impact on social value indicators; * Explanation of training/ events provided to clients. Are these FOC? * What "added value" you can offer LEARNERs' Trust All tenderers must be complete and submitted to COO@learnerstrust.org by 23.59 on the 29th March 2023. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (below threshold) | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 20 Mar 2023 | | Submission deadline | 29 Mar 2023 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 31 Aug 2023 - 31 Aug 2026 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £120,000 | | 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 | LEARNERS' TRUST | | Locality | SHEFFIELD | | Post town | Sheffield | | Postcode | S21 4DA | | Country | England | | ITL 1 | TLF East Midlands (England) | | ITL 2 | TLF1 Derbyshire and Nottinghamshire | | ITL 3 | TLF12 East Derbyshire | | Local authority | North East Derbyshire | | Electoral ward | Eckington South & Renishaw | | Westminster constituency | North East Derbyshire | | Delivery location | Not specified | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79212000 - Auditing services ## Release History - 20 Mar 2023 at 11:24 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c - 13 Mar 2023 at 09:50 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c ## Documents - https://www.contractsfinder.service.gov.uk/Notice/c4d36962-b613-45e5-bcfd-e28432bfa76c 20th March 2023 - Opportunity notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/ff70b22e-1ba7-4167-8bb3-941d49bb28ae - https://www.contractsfinder.service.gov.uk/Notice/Attachment/4076213b-c2e0-4166-b623-892f8303f5b2 ## Notice URLs - https://thelearnerstrust.org/about-us/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. 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