Section one: Contracting authority
one.1) Name and addresses
Anchor Hanover Group
2 Godwin Street
Bradford
BD1 2ST
Contact
Sorour Salekroshani
sorour.salekroshani@anchor.org.uk
Telephone
+44 7483149169
Country
United Kingdom
Region code
UKE41 - Bradford
National registration number
7843
Internet address(es)
Main address
Buyer's address
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://anchor.my.salesforce-sites.com/?searchtype=Projects
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://anchor.my.salesforce-sites.com/?searchtype=Projects
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
https://anchor.my.salesforce-sites.com/?searchtype=Projects
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Housing and community amenities
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Leaseholder Service Charge Audit
Reference number
C8551
two.1.2) Main CPV code
- 79212100 - Financial auditing services
two.1.3) Type of contract
Services
two.1.4) Short description
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.
two.1.5) Estimated total value
Value excluding VAT: £180,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.3) Place of performance
NUTS codes
- UKE41 - Bradford
Main site or place of performance
Bradford, Sites Across England
two.2.4) Description of the procurement
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.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £180,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
27 January 2025
End date
27 January 2028
This contract is subject to renewal
Yes
Description of renewals
12 Months +12 Months
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
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
Open procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: No
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
5 January 2025
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: 28 February 2025
four.2.7) Conditions for opening of tenders
Date
6 January 2025
Local time
12:00pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.2) Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
six.4) Procedures for review
six.4.1) Review body
High Court of England and Wales
The Strands
London
WC2A 2LL
Country
United Kingdom