Section one: Contracting authority
one.1) Name and addresses
HOPE SENTAMU LEARNING TRUST
C/o Vale Of York Academy,Rawcliffe Drive
YORK
YO306ZS
Contact
Elanor Hampshire
Telephone
+44 1904560033
Country
United Kingdom
Region code
UKE21 - York
UK Register of Learning Providers (UKPRN number)
10058624
Internet address(es)
Main address
one.3) Communication
Access to the procurement documents is restricted. Further information can be obtained at
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
Tenders or requests to participate must be submitted to the above-mentioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at
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
External Audit Services
Reference number
HSLTEXAUDIT2025/2028
two.1.2) Main CPV code
- 79212000 - Auditing services
two.1.3) Type of contract
Services
two.1.4) Short description
External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements.
I. The planning, management and execution of the annual external audit for HSLT;
II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and
Audit Committee & Resource Committee, including attendance where required;
III. Preparation of the annual financial statements;
IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical
accounting and financial matters including PAYE, VAT, corporation tax matters etc;
V. Provide support with VAT investigations and provide training on VAT where required;
VI. Liaison and coordination with the internal auditors to ensure full exchange of information;
VII. Regulatory audit of Teacher's pension;
VIII. Preparation of Academies Accounts Return - optional/additional cost;
IX. Preparation and submission of Corporation Tax return (nil);
X. Filing of annual audited accounts at companies house;
XI. Highlight any changes in requirements for the Trust;
XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable;
XIII. All staff working on premises will hold an enhanced DBS certificate; and
XIV. On-site support where requested.
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 79212000 - Auditing services
two.2.3) Place of performance
NUTS codes
- UKE - Yorkshire and the Humber
two.2.4) Description of the procurement
External audit service providers to Hope Sentamu Learning Trust will be expected to comply with the below services requirements.
I. The planning, management and execution of the annual external audit for HSLT;
II. Reporting on external audit progress to the Full Trust Board and the Trust Board, Risk and
Audit Committee & Resource Committee, including attendance where required;
III. Preparation of the annual financial statements;
IV. Provision of advice to HSLT Management and Trust Board Resource Committee on technical
accounting and financial matters including PAYE, VAT, corporation tax matters etc;
V. Provide support with VAT investigations and provide training on VAT where required;
VI. Liaison and coordination with the internal auditors to ensure full exchange of information;
VII. Regulatory audit of Teacher's pension;
VIII. Preparation of Academies Accounts Return - optional/additional cost;
IX. Preparation and submission of Corporation Tax return (nil);
X. Filing of annual audited accounts at companies house;
XI. Highlight any changes in requirements for the Trust;
XII. Auditing of Annex G's and/or funding returns - optional/additional cost/where applicable;
XIII. All staff working on premises will hold an enhanced DBS certificate; and
XIV. On-site support where requested.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.11) Information about options
Options: Yes
Section three. Legal, economic, financial and technical information
three.2) Conditions related to the contract
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Restricted procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.2) Time limit for receipt of expressions of interest
Date
25 October 2024
Local time
5:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
Section six. Complementary information
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
six.3) Additional information
Hope Sentamu Learning Trust does not currently have an online tendering system.
Please submit requests for tender participation directly to Elanor Hampshire at procurement@hslt.academy.
six.4) Procedures for review
six.4.1) Review body
Hope Sentamu Learning Trust
C/O Vale of York Academy
York
YO30 6ZS
Country
United Kingdom