---
title: "Trinity MAT - Provision and Supply of External Audit Services"
ocid: "ocds-h6vhtk-03abda"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03abda"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03abda.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03abda.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "TRINITY MULTI ACADEMY TRUST"
published: "2023-07-20"
---

# Trinity MAT - Provision and Supply of External Audit Services

Buyer: TRINITY MULTI ACADEMY TRUST  
Current stage: Award  
OCID: ocds-h6vhtk-03abda

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## Summary

The Trinity Multi Academy Trust is seeking a supplier for the provision and supply of external audit services. The contract, with an estimated value between £200,000 and £250,000 for a maximum of 5 years, involves auditing financial statements, tax compliance, and providing advice on financial matters. Key dates include the submission deadline on 15th May 2023. This is an open procedure tender in the services category, and the buying organisation is based in West Yorkshire, United Kingdom.

This tender presents an opportunity for auditing firms, especially those experienced in providing audit services to educational institutions, to compete for a significant contract. Businesses that specialise in accounting and auditing services, particularly those familiar with education sector financial regulations, would be well-suited to engage in this procurement process. The Trinity MAT is a growing trust operating in the education sector, offering potential growth and partnership opportunities for businesses in the auditing industry.

## Notice

Trinity Multi Academy Trust (Trinity MAT) is an education provider for young people from the ages of 3-19. It is a growing trust, and currently Its sites consist of 10 academies, 1 head office, 2 external initiatives, and 1 x subsidiary company 'White Rose Education Ltd'. (As of March 2023). Trinity MAT are seeking a supplier for the provision and supply of external audit services. This Invitation to Tender (ITT) is a call for competition amongst suppliers to meet our organisational requirements. The contract has an estimated value of between PS200,000 and PS250,000 for the maximum life of the contract 5 years All references in these documents to values and/or volumes of business are for guidance only and there is no guarantee of any business

### Lot Information

Lot 1

Trinity MAT is 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 12.Trinity MAT can accommodate a hybrid working model with the supplier during the contract, this will entail some onsite working, as well as work being carried out in relation to the Eternal Audit Service offsite. Tenderers proposals should not include remote and offsite only proposals. 13.Shall be fully compliant with Academies Financial Handbook. The Academies Financial Handbook sets out the financial management, control and reporting requirements that apply to all academy trusts. It describes a financial framework for trusts that focuses on principles rather than detailed guidance and reflects their accountability to Parliament and to the public. Compliance with the handbook is a condition of each trust's funding agreement. The Academies Financial Handbook sets out the duties and obligations of academy trusts which have a funding agreement with the Secretary of State for Education. The handbook, together with the funding agreement (of which this document forms part) describes the financial relationship between EFA and academy trusts. The handbook covers all the requirements under the financial accountability system for academy trusts. The handbook sets out the areas of HM Treasury's Managing Public Money that directly apply to trusts, and all references to it provide further explanation and clarification of these areas. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/Y35PD8J2EH

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/020928-2023 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 20 Jul 2023 |
| Submission deadline | 2 May 2023 |
| Future notice date | 26 Mar 2023 |
| Award date | 13 Jul 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £250,000 |
| Lots value | £250,000 |
| Awards value | Not specified |
| Contracts value | £245,750 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## 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, TLE4 West Yorkshire |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ARMSTONG WATSON |

## 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

- 20 Jul 2023 at 11:05 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/020928-2023
- 25 Apr 2023 at 09:05 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/011758-2023
- 29 Mar 2023 at 11:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/009124-2023
- 24 Feb 2023 at 15:05 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/005576-2023

## Notice URLs

- https://www.armstrongwatson.co.uk/
- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=796880917
- https://www.delta-esourcing.com/respond/Y35PD8J2EH
- https://www.delta-esourcing.com/tenders/UK-UK-Halifax:-Accounting-and-auditing-services./Y35PD8J2EH
- https://www.delta-esourcing.com/tenders/UK-title/Y35PD8J2EH
- https://www.trinitymat.org/

## 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-h6vhtk-03abda. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03abda.json.