Section one: Contracting authority
one.1) Name and addresses
TRINITY MULTI ACADEMY TRUST
Shay Lane
HALIFAX
HX29TZ
Contact
Ian MacDonald
Country
United Kingdom
Region code
UKE44 - Calderdale and Kirklees
Companies House
06897239
Internet address(es)
Main address
one.3) Communication
Additional information can be obtained from the above-mentioned address
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Provision and Supply of External Audit Services
two.1.2) Main CPV code
- 79210000 - Accounting and auditing services
two.1.3) Type of contract
Services
two.1.4) Short description
possible.
Contract summary
Industry
Primary education services - 80100000
Secondary education services - 80200000
Show additional CPV codes for this notice
Location of contract
Yorkshire and the Humber
Value of contract
£197,850 to £230,000
Procurement reference
Provision and Supply of Audit Services
Published date
24 February 2023
Approach to market date
24 March 2023
Contract start date
1 June 2023
Contract end date
1 June 2028
Procedure type
Open procedure (above threshold)
What is an open procedure (above threshold)?
Contract is suitable for SMEs?
Yes
Contract is suitable for VCSEs?
No
Description
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
two.1.5) Estimated total value
Value excluding VAT: £197,850
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 80100000 - Primary education services
- 80200000 - Secondary education services
- 80300000 - Higher education services
- 80400000 - Adult and other education services
two.2.3) Place of performance
NUTS codes
- UKE - Yorkshire and the Humber
two.2.4) Description of the procurement
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
two.2.14) Additional information
possible.
Contract summary
Industry
Accounting and auditing services - 79210000
Primary education services - 80100000
Secondary education services - 80200000
Show additional CPV codes for this notice
Location of contract
Yorkshire and the Humber
Value of contract
£197,850 to £230,000
Procurement reference
Provision and Supply of Audit Services
Published date
24 February 2023
Approach to market date
24 March 2023
Contract start date
1 June 2023
Contract end date
1 June 2028
Procedure type
Open procedure (above threshold)
What is an open procedure (above threshold)?
Contract is suitable for SMEs?
Yes
Contract is suitable for VCSEs?
No
Description
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).
two.3) Estimated date of publication of contract notice
27 March 2023
Section four. Procedure
four.1) Description
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes