Published date: 13 March 2023

Last edited date: 20 March 2023

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Closing: 29 March 2023, 11:59pm

Contract summary

Industry

  • Auditing services - 79212000

Location of contract

S21 4DA

Value of contract

£120,000

Procurement reference

External Audit Services

Published date

13 March 2023

Closing date

29 March 2023

Closing time

11:59pm

Contract start date

1 September 2023

Contract end date

31 August 2026

Contract type

Service contract

Procedure type

Open procedure (below threshold)

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements below the relevant contract value threshold.

Contract is suitable for SMEs?

No

Contract is suitable for VCSEs?

No

Description

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.

More information

Attachments

About the buyer

Contact name

Frances Cowell

Address

Eckington Business Centre 2,8 Gosber Street
SHEFFIELD
S214DA
England

Email

COO@learnerstrust.org

Website

https://thelearnerstrust.org/about-us/