--- title: "Leaseholder Service Charge Audit" ocid: "ocds-h6vhtk-04b743" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04b743" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04b743.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04b743.json" source: "Find A Tender Service" current_stage: "Tender" buyer: "ANCHOR HANOVER GROUP" published: "2024-11-18" --- # Leaseholder Service Charge Audit Buyer: ANCHOR HANOVER GROUP Current stage: Tender OCID: ocds-h6vhtk-04b743 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04b743) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-04b743.json) ## Summary The Anchor Hanover Group, based in Bradford, is seeking to procure financial auditing services under the tender titled "Leaseholder Service Charge Audit". Classified under CPV code 79212100, this procurement pertains to the services industry and is specifically focused on ensuring the accuracy of leaseholder service charge statements across various sites in England. The procurement is in the Tender stage with a submission deadline on 5th January 2025 and an award date set for 6th January 2025. The contract period spans from 27th January 2025 to 27th January 2028, with potential renewals for additional 12-month periods. The procurement method is an open procedure, inviting electronic and written submissions in English via the provided online platform. This tender offers significant opportunities for businesses specialising in financial auditing and compliance, particularly those familiar with residential service charge accounts and requirements under the Landlord and Tenant Acts. Companies with strong capabilities in accurate accounting, fraud detection, and compliance will find this a suitable and advantageous opportunity. The project not only provides substantial financial value, with an estimated worth of £180,000, but also promises long-term engagement, thereby presenting an excellent prospect for business growth and expansion within the public sector. ## 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. ### Lot Information Lot 1 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. Renewal: 12 Months +12 Months ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/037177-2024 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | 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 | £180,000 | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Active | | 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 | TLE41 Bradford | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79212100 - Financial auditing services ## Release History - 18 Nov 2024 at 12:33 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/037177-2024 ## Notice URLs - https://anchor.my.salesforce-sites.com/?searchtype=Projects - https://www.anchor.org.uk/ - https://www.justice.gov.uk ## 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-04b743. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04b743.json.